PrivLedge

Years of financial history can end up scattered across bank apps, downloaded statements, PDFs and spreadsheets. PrivLedge gives that history a home. Import statements from your bank accounts and build a unified, offline record of your transactions. Review account balances, organize and categorize activity, reconcile records, and retrieve information when you need it -- all without making a cloud service the keeper of your financial history. ONE RECORD, MULTIPLE ACCOUNTS Bring transaction history from different bank accounts into one app instead of searching each bank separately. STATEMENTS BECOME USEFUL DATA Import supported CSV, XLSX, and PDF statements and turn them into structured financial records that can be browsed and reviewed. KNOW WHAT A TRANSACTION WAS FOR Categorize income, expenses and other transactions so that your historical records remain useful long after the original statement was downloaded. RECONCILE AND REVIEW Keep account records organized and use statement balances and transaction history to review your financial activity over time. RETRIEVE, DON'T REDISCOVER Need an old payment, receipt, expense or income figure? Search the financial history you have already assembled instead of returning to years of individual statements. READY WHEN PRACTICAL WORK ARRIVES When tax preparation, expense review or another financial task requires historical information, an organized record makes finding the relevant figures easier. PRIVATE BY DESIGN PrivLedge is designed as a private, offline repository for your banking records. Your financial history remains on your device rather than becoming dependent on another online financial account. Your banks hold your accounts. PrivLedge helps you hold your record of them.