Getting started
Ledgerly connects to your business bank account, sorts every transaction into the right category and keeps a running picture of your tax and VAT. This guide takes you from a new account to your first sorted month.
This is a concept help centre. Ledgerly isn't a real product, so these steps describe how it would work. You can try most of it in the demo app.
Create your account
Tell Ledgerly what kind of business you run. This sets your default categories and which tax estimates you see.
- Choose Sole trader or Limited company.
- Say whether you're VAT registered, and if so, which scheme you use.
- Pick your accounting year end (most sole traders use 5 April).
Connect your bank
Ledgerly works best with a separate business account. See Connecting your bank for the details.
Review your first transactions
Ledgerly imports up to 12 months of history and categorises it straight away. Anything it isn't confident about goes into Needs review. Clear that list once and Ledgerly learns from your choices.
Keyboard shortcuts
The app is fully usable from the keyboard. The most useful shortcuts:
| Action | Shortcut |
|---|---|
| Search transactions | / |
| Go to transactions | g t |
| Go to invoices | g i |
| Go to tax estimate | g e |
All four work in the demo app.