Ledgerly changelog (concept)

v0.9.0: Invoice reminders that sound like you

Tue, 10 Nov 2026 09:00:00 GMT

Reminders now use your own wording, and you choose exactly when they go out.

New: Write your own reminder templates, with placeholders for client name, amount and due date.
New: Pick reminder timing per invoice: before the due date, on the day, and after.
Improved: Paid invoices are matched to incoming bank payments automatically, even when the reference is missing.
Fixed: Invoice PDFs no longer cut off long line-item descriptions.

Tue, 27 Oct 2026 09:00:00 GMT

A round of speed and accuracy work on the categorisation engine.

Improved: New transactions are categorised in under two seconds on average (down from around six).
Improved: Better handling of card payments at fuel stations that also sell food.
Fixed: Refunds are now categorised against the original purchase instead of as income.

Tue, 13 Oct 2026 09:00:00 GMT

One click gives your accountant everything, in the format they prefer.

New: Accountant pack: a ZIP with a categorised transaction CSV, receipt images and a summary PDF.
New: Invite your accountant with read-only access (Business and Limited company plans).
Improved: CSV exports now include a VAT column and the category code.

Tue, 29 Sep 2026 09:00:00 GMT

Ledgerly now follows your system theme, and remembers if you change it.

Tue, 15 Sep 2026 09:00:00 GMT

See your VAT position build up as you go, instead of in a panic at quarter end.

New: VAT summary for each quarter, with the figures laid out the way a VAT return asks for them.
New: Flag transactions with no VAT, reduced-rate VAT or mixed VAT.
Improved: Receipts with VAT are matched to the right transaction more often.

Wed, 26 Aug 2026 09:00:00 GMT

Snap a receipt, forward an email, and Ledgerly pulls out the details.

New: Photograph receipts in the app, or forward them to your own Ledgerly inbox address.
New: Merchant, date, total and VAT are read from the receipt and matched to a bank transaction.
Fixed: Some PDF receipts were being saved twice.

Thu, 30 Jul 2026 09:00:00 GMT

A running estimate of what to put aside for your tax bill.

New: Live estimate of Income Tax and Class 4 National Insurance for the current tax year.
New: Set-aside suggestion each time money comes in.
Improved: Personal spending is excluded from all tax figures automatically once tagged.

Wed, 08 Jul 2026 09:00:00 GMT

Teach Ledgerly once, and it remembers.

Tue, 16 Jun 2026 09:00:00 GMT

The first 50 businesses join the private beta.

New: Invoicing: create, send and track invoices.
New: Keyboard shortcuts across the app (press ? to see them).
Improved: Onboarding now takes about four minutes from start to first categorised transaction.