/ product · LedgerNest

Every account, one clear picture.

LedgerNest is HeadSoft's hosted, Quicken-style personal finance platform — accounts, budgets, investments and bill reminders in one place, with Claude-powered insights and nothing ever sold to a data broker.

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/ what it is

Bookkeeping, modernized

LedgerNest is a full personal-finance app: registers for every account type, budgeting, investment tracking, bill reminders and AI-narrated reports — hosted and maintained for you, so there's nothing to install or run yourself, just sign up and start. It grew out of an internal starter scaffold, and HeadSoft runs its own household finances on it daily alongside a companion Android app — the same product you'd be signing up for.

/ from the sign-in screen

The pitch we show at the door.

The same panels LedgerNest's own sign-in page shows — pick one.

The big picture

Every account, one clear picture

Banking, Investing, Property & Debt — every account you hold funnels into one of three groups, and assets minus what you owe roll up into a single, always-live net worth.

  • Every account typeCash, credit, loans and holdings side by side.
  • Multi-currencyHold CAD, USD and more, totalled in your base.
  • Auto-categorizedSpending sorts itself into tidy categories.
Livenet worth, recalculated as you type
/ what's under the hood

The same platform layer as ARTES.

LedgerNest shares its starter scaffold with ARTES — the parts of a real app that have nothing to do with finance, done once and reused.

  • Accounts & registersChequing, savings, credit, loan, investment, property and cash — grouped with per-currency subtotals and an FX-converted grand total.
  • Transactions & transfersInline-edit register, sum-validated splits, paired transfers, bulk actions, search and filter.
  • Budgeting & reportsSpending by category, trends, net-worth forecast, recurring subscriptions and a Bill Payments report.
  • AI InsightsClaude reads the figures already computed by the report services and narrates them — saved and reviewable, never a bolted-on guess.
  • Investments & importsSecurities with live quotes and ECB FX, plus QIF/CSV/Questrade/CIBC/Fio Banka importers with per-batch undo.
  • Auth & platformJWT sessions, WebAuthn passkeys, roles & permissions, activity log and push notifications.
  • Auto-categorizationDefine payee → category rules once; new transactions sort themselves, and you can backfill everything already uncategorized in one click.
  • Amazon purchase matchingConnect your Amazon account — your password never leaves your device — so imported card statements fill in what you actually bought, and categorize from the item itself instead of a generic "Amazon" bucket.
  • AI-assisted importPaste or upload a CSV from any bank or spreadsheet — Claude maps the columns for you, so accounts and transactions land correctly without a dedicated importer.
  • Bill reminders & cash flowRecurring bill and income reminders (marked paid and locked once entered) feed a projected-balance forecast that flags your lowest point before it happens.
  • Real-time alertsPush notifications for bill due dates, low balances, budget overruns and unusually large transactions — each independently toggleable in Settings.
  • Companion app — Android & iOSAn Android app (built on Capacitor) mirrors the web experience with push alerts; an iOS build on the same codebase is in progress.
  • Property, loans & precious metalsTrack real estate, vehicles, mortgages and personal loans alongside gold and silver holdings, with photos and documents attached — mortgage payments link straight to the loan they pay down.
/ see it for yourself

Product screenshots

Real screens from the live demo household — no mockups.

Home — every account grouped by Banking, Investing and Property & Debt, plus upcoming bills and a projected-balance chart.
Account register — inline-edit transactions with due reminders one click away.
Investments — holdings by asset type and account, with live PnL.
Reports — spending by category, drillable down to every transaction.

Status

LedgerNest is feature-complete and live at ledgernest.headsoft.net, with a companion Android app built on Capacitor — HeadSoft runs its own household finances on the very same product every day.

/ try it free

Your finances, one clear picture.

30 days free, no card required. Import your history from Quicken or your bank in minutes.

Start your free trial →