/ product · LedgerNest

Every account, one clear picture.

LedgerNest is HeadSoft's self-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.

/ what it is

Bookkeeping, modernized

LedgerNest grew out of an internal starter scaffold into a full personal-finance app: registers for every account type, budgeting, investment tracking, bill reminders and AI-narrated reports — all self-hosted, so the data never leaves a server you control. It runs HeadSoft's own household finances today, alongside a companion Android app.

/ from the sign-in screen

The pitch we show at the door.

LedgerNest's own login page rotates through these four panels — reproduced here as they actually read.

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.
/ coming soon

Product screenshots

Real screens from the app, on the way.

Status

LedgerNest is feature-complete and live at ledgernest.headsoft.net, running HeadSoft's own household finances daily, with a companion Android app built on Capacitor.

/ let's talk

Your stack, made intelligent.

Tell us where it hurts — slow systems, a stalled migration, AI you can't operationalize. We'll scope it in a 30-minute call.

Book a discovery call →