Features — Ledgerlyne

01 · COMPANY PROFILES

A separate set of books per company.

Each company profile carries its own chart of accounts, its own registers and its own reports. Choosing a company changes everything you see; nothing is pooled or combined across companies.

Add as many company profiles as you keep books for
Accounts, registers, reconciliations and reports belong to one company
Every book records the opaque identifier of the account that owns it, and the apps refuse a book that belongs to a different signed-in account

What a company profile is not

Not a shared workspace — there is no multi-user or team access
Not a consolidation tool; Ledgerlyne does not roll several companies into one combined statement
Not tied to a Ledgerlyne server; the profile lives inside your file

02 · REGISTERS

Checks, debits, deposits, transfers, opening balances.

You set up the registers you need, then record activity in them. Each entry posts as double-entry debits and credits against your chart of accounts, and amounts are stored as exact integer cents rather than floating-point numbers, so a balance does not drift by a penny.

1000 · Operating CheckingRegister · August 2026

EXAMPLE REGISTER FROM A DEMONSTRATION BOOK
Date	Type	Description	Amount	Balance
Aug 1	Opening	Balance forward	—	41,902.75
Aug 3	Deposit	Invoice 1042 payment	+6,480.00	48,382.75
Aug 6	Check 1188	Gulf Coast Lumber	−2,145.90	46,236.85
Aug 12	Debit	City Utilities	−318.40	45,918.45
Aug 18	Transfer	To 1050 · Reserve Savings	−2,000.00	43,918.45
Aug 24	Deposit	Invoice 1051 payment	+5,297.15	49,215.60
Aug 29	Check 1189	Ridge Insurance	−1,000.00	48,215.60
Ending balance				48,215.60

The ending balance here is the same 48,215.60 that appears against account 1000 on the Trial Balance.

What you can record

Opening balance — where a register starts
Check — with its number and payee
Debit — card and electronic payments out
Deposit — money in
Transfer — between two of your own accounts, posting both sides at once

Transactions come from you or from an import. Ledgerlyne has no bank feed, so nothing appears in a register that you did not put there.

03 · RECONCILIATION

Agree with the statement, line by line.

Reconciliation in Ledgerlyne is the ordinary bookkeeping exercise: take the statement, clear what appears on it, and see what is left over.

Start from the statement
Enter the statement's ending balance and date for the register you are reconciling.
Clear what matches
Work down the register marking the transactions that appear on the statement.
Look at the difference
Ledgerlyne shows what is still outstanding and what the difference is, so you can find the missing or duplicated entry.
Finish when it agrees
Once the cleared items and the statement balance meet, the reconciliation is recorded against the register.

04 · IMPORT & EXPORT

Spreadsheets in, CSV out.

CSV and Excel import

Bring existing history in from a CSV or Excel file rather than retyping it.

Rows with an invalid date or amount are rejected before anything posts to the books
You see what was rejected instead of finding a bad row later
If you import the same rows again, the duplicates are detected and skipped

Import is a file you provide. It is not a bank connection, and Ledgerlyne cannot fetch transactions from a financial institution.

CSV export

Send data out of Ledgerlyne as CSV through Apple's share sheet — to email, to Files, or to whatever app you use next.

Hand a CSV to whoever prepares your return
Keep your own copy alongside the .ledgerlyne file
Open it in a spreadsheet for a one-off calculation

05 · REPORTS

Six reports, built from your postings.

Each report is assembled from the same double-entry records you recorded, so any figure traces back to individual transactions.

Profit & Loss

Income and expense activity across the period you choose.

Balance Sheet

Assets, liabilities and equity as of a date.

Trial Balance

Every account's balance with debits and credits side by side, and the two totals meeting.

General Ledger

Every posting, account by account, in order.

Tax summary

A summary view to hand to whoever prepares your return. Ledgerlyne does not file anything for you.

Integrity report

A check on the internal consistency of the book's own records.

Riverbend Supply Co.Trial Balance · as of Aug 31, 2026

EXAMPLE REPORT FROM A DEMONSTRATION BOOK
Account	Debit	Credit
1000 · Operating Checking	48,215.60	—
1200 · Accounts Receivable	12,480.00	—
1500 · Equipment	26,000.00	—
2000 · Accounts Payable	—	8,942.15
2400 · Note Payable	—	20,000.00
3000 · Owner’s Equity	—	45,000.00
4000 · Sales	—	96,318.40
5000 · Cost of Goods Sold	51,224.35	—
6100 · Rent	14,400.00	—
6200 · Utilities	2,860.85	—
6300 · Insurance	4,079.75	—
6400 · Vehicle & Fuel	11,000.00	—
Totals	170,260.55	170,260.55

Debits equal credits because every transaction posted to both sides. Amounts are held as exact integer cents.

Why the totals meet

Because Ledgerlyne will not record a one-sided entry. A check posts to the expense or asset account and to the register it was written from; a transfer posts to both accounts at once.

Money is stored as integer cents, so nothing rounds away
Reports read the postings, they do not estimate
The integrity report exists so you can check the book against itself

06 · WHERE IT RUNS

The same book, four ways in.

One file, opened by the native apps, the Windows desktop app and the browser version. What differs is how each one saves.

COMING TO THE APP STORE iPhone & iPad

The native app is built and awaiting App Store review. It is not on the App Store yet, so there is nothing to download today and no link we could honestly give you.

The subscription is purchased in this app, through Apple.

AVAILABLE NOW Windows desktop

Windows 10 or 11, 64-bit. Setup installer and portable build on the download page. The installers are not code-signed, so SmartScreen warns on first run.

AVAILABLE NOW Any modern browser

Opens your .ledgerlyne file from your own disk or cloud folder at ledgerlyne.com/app. Chrome and Edge on a computer save back into the file; Safari and Firefox save a copy you replace yourself.

DOES NOT EXIST Mac app

There is no Mac app. We are not going to pretend otherwise. On a Mac, open your book in the browser version — Chrome or Edge there can save straight back into the file.

Ledgerlyne in a browser

The browser version opens the same .ledgerlyne file straight off your own disk or cloud folder. Nothing is uploaded to us to make it work, and the two browser families are not equivalent:

Chrome or Edge on a computer: you grant access to the file once and the browser saves your changes directly back into it.
Safari or Firefox: you can open a book and work in it, but saving produces a downloaded copy that you have to put back over the original yourself.

Browser access is included in the same subscription at no extra cost. There is no way to buy anything in the browser — the subscription is purchased in the iOS app through Apple.

Open in your browser

File-based, on purpose

Ledgerlyne shares a file; it does not stream a live database between devices.

Before every save, the file's revision is checked
If the book changed elsewhere, the save is refused and you are told
There is no automatic merge of two edited copies
A change reaches another device when your storage provider delivers the newer file

If you are ever told a save was refused, the fix is on the support page.

HONESTLY

What Ledgerlyne does not do.

This list matters as much as the feature list. If you need one of these, Ledgerlyne is not the right tool and we would rather you knew now.

No multi-user or team access
No bank feeds or bank connections
No payroll
No invoicing or accounts-receivable billing
No tax filing or e-filing
No receipt scanning or document capture
No mobile check deposit
No Mac app
No real-time sync and no automatic merge
No Ledgerlyne cloud database of your records

Every part of the book, in plain terms.