How to Use

How to Use Ledgr

Home Tab

The Home tab is your daily dashboard. It shows your financial picture for the selected month.

Month Navigation

Use the ‹ and › arrows at the top to browse previous or future months.

Budget Overview

The circular chart in the centre shows:

• Spent — total expenses for the month (red)
• Earned — total income for the month (green)
• Category breakdown — coloured segments around the ring

Below the chart, two cards give you a quick summary of total spent and total earned.

Adding a Transaction

Tap the + Add button next to the Transactions header.

Choose from:

• Add Expense / Income — manual entry
• Scan Receipt — use your camera to extract details automatically

Manual Entry

Tap Save when done.

Making a Transaction Recurring

Toggle Recurring on in the Add Transaction form. Additional options appear:

Twice Monthly always generates occurrences on the 15th and last day of each month.

Scanning a Receipt

1. Tap + Add → Scan Receipt
2. Point your camera at the receipt and tap the shutter button — or tap the photo library icon to import an image
3. Ledgr reads the receipt automatically using on-device OCR
4. Review the extracted details (vendor, amount, date, category) and correct anything if needed
5. Tap Save

Receipt scanning works entirely on-device. No image is ever uploaded.

Managing Transactions

Editing

Swipe a transaction left and tap the blue Edit button, or tap the row directly.

Deleting

Swipe a transaction right to delete.

For recurring transactions, you will be asked:

• Delete this occurrence only — removes just this entry
• Delete this & future occurrences — stops the recurring series from this date forward
• Delete all occurrences — removes every past and future entry in this series

Searching

Tap the magnifying glass icon next to the Transactions header to reveal the search bar. Search matches vendor name, description, or category.

Filtering

Use the filter chips below the header to narrow the list:

Insights Tab

The Insights tab gives you a deeper look at your finances over time.

Summary Cards

Period Comparisons

• MoM — month-over-month change vs. last month
• YoY — year-over-year change vs. the same month last year

Historical Chart

A bar and line chart shows monthly spending (bars) and income (line) over recent months.

Year-End Forecast

Ledgr projects your full-year spending and income based on averages from the current year. Requires at least one full month of data.

Smart Suggestions

Up to three personalised saving tips appear each month, based on your actual spending patterns. Each tip may include an estimated potential saving.

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