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MYLEDGERChart of accounts & the ledger

Transaction ledger

Every transaction for the client is kept in one ledger that all MYLEDGER screens read from and write to.

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The problem it solves

Ledgers split across several files and tools drift apart.

How it works

  1. Bring transactions in from bank feeds, statements or imports.
  2. Code, edit or remove them in the reconciliation screens.
  3. Reports and working papers read from the same ledger.

What your practice gets

  • One source of truth per client.
  • Consistent reports.
  • Changes tracked.

Questions accountants ask

Is there one ledger per client?

Yes.

Can I bulk delete transactions?

Yes, with history so changes can be reviewed.

Do reports use the same data?

Yes.

Features that work alongside transaction ledger.

Client ledgers list

List, search and open your clients' ledgers, including clients brought across from FEDIX, and set the client you are working on.

Video

Transaction change history

See who or what changed a transaction, including bulk lookups across many lines.

Import bank feed transactions

Import synced bank transactions into the client's ledger, skipping ones already imported.

Video

CSV and Excel bank import

Upload a CSV or Excel statement from any bank; MYLEDGER proposes the column mapping, remembers it, resolves duplicates and imports.

Video

PDF bank statement converter

Upload PDF bank statements, including scans, and text recognition converts them into transactions you can check page by page before import.

Video

Manual transaction entry

Type transactions directly into the grid when there are only a few to add.

Video

See it working in your practice.

Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

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