LedgerView

LedgerView is a local-first personal finance and net worth tracker built for people who want clarity without handing their financial life to another service.

The Mac app is the source of truth for setup, CSV imports, manual balances, holdings, reconciliation, exports, and privacy settings. The iPhone app is a fast companion dashboard for checking net worth, accounts, investments, allocation, history, goals, and data freshness.

LedgerView is not a bank aggregator and does not require linking financial accounts. It is designed for manual and CSV-first workflows, explicit data provenance, visible freshness, and exportability.

Key features:

• Private, local-first net worth tracking
• Mac-first account setup, import, reconciliation, and export workflows
• iPhone companion dashboard for quick review
• Assets, liabilities, holdings, history, allocation, goals, and data health
• Explicit source and freshness labels for important values
• CSV export and manual data control
• App lock and privacy-focused settings

LedgerView helps you replace fragile spreadsheets with a calm, durable personal balance sheet that stays under your control.