Getting started
Install Ledgy
Ledgy is in TestFlight beta. Open the TestFlight invite link on your iPhone, install the TestFlight app if prompted, and accept the invite. iOS 15 or later required.
Sign in
Sign in with Apple on your first launch. Your iCloud email is used as your account identifier; we never see your Apple ID password.
Import existing data
From Settings → Import → CSV, upload an export from Mint, YNAB, Apple Numbers, or any other source. The wizard auto-detects column headers in 29 locales — if it gets a column wrong, drag-and-drop to remap.
Capture surfaces
Voice
Tap the mic on iPhone or hold the digital crown on Apple Watch. Speak naturally — "twelve fifty for lunch at Pret" — and Ledgy parses amount, merchant, and category. Speech transcription happens on-device; only the resulting text is sent for AI parsing.
Photo
Tap the camera button or use the iOS Share Sheet from Photos. The receipt image is sent to our parser; the result is editable before saving.
Siri
"Hey Siri, log expense to Ledgy" — Siri opens our shortcut and walks you through a one-question flow. Add Siri Shortcuts under Settings → Shortcuts for one-tap access.
Telegram
Search @LedgyBot in Telegram, tap Start, and link with the 6-digit code shown in Settings → Telegram. Send text, photos, or voice messages. The bot replies with inline buttons to fix anything in two taps.
Apple Wallet
Settings → Apple Wallet → enable Auto-log Apple Pay. Each card can have its own AI rule (e.g. "this is my Trip 2026 card → tag accordingly"). We never receive your card number — only the merchant, amount, and time of the purchase notification.
Billing & subscription
Start a trial
Go to Settings → Cloud → Start trial. You get 7 days of full Cloud access. We don't charge until the trial ends.
Cancel
iOS handles billing for us. To cancel: open the Settings app → tap your name → Subscriptions → Ledgy → Cancel Subscription. You'll keep access until the end of your current period.
Refund a charge
Refunds go through Apple. Visit reportaproblem.apple.com, find the Ledgy charge, and request a refund.
Restore purchase on a new device
Settings → Cloud → Restore Purchase. As long as you sign in with the same Apple ID, your subscription will be detected.
Data & privacy
Ledgy is local-first. Every screen reads from a SQLite database on your device. Cloud syncs an encrypted copy of that database to our backend so other devices and group members can see it.
Export your data
Settings → Export → CSV or JSON. The export contains every transaction, account, category, tag, and budget you've created.
Delete your account
Settings → Account → Delete Account. We delete server data within 7 days and backups within 30. Local data is wiped immediately when you log out.
For more, read our Privacy Policy.
Troubleshooting
Sync isn't catching up
Pull-to-refresh on the home screen. If a transaction made on another device hasn't appeared after 30 seconds, force-quit and reopen Ledgy. If you still see a stale state, Settings → Cloud → Force Resync.
Voice intake says "couldn't parse"
The on-device transcriber may have misheard. Tap the message in the in-app inbox to see the raw transcript and edit it before re-parsing.
Apple Wallet transactions aren't auto-logging
iOS occasionally revokes notification entitlements after an update. Settings → Apple Wallet → Re-authorize. You may also need to enable notifications for Wallet itself in iOS Settings → Notifications → Wallet.
Telegram bot stopped responding
Send /relink to @LedgyBot and follow the 6-digit code prompt. Telegram occasionally rotates webhook tokens.