Personal finances

Vassiliev Ledger

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Personal finances

Vassiliev Ledger

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OverviewBank connections
Cash in checking— 
Owed on cards— 
Due next 14 days— 
Lowest checking, 60 days— 

Card payments

Next 45 days

Can I afford it?

Checks the next 60 days

Accounts

Data sources

No passwords stored
Bank connections
Schwab: not connected
Manage
Bank alert emails
Send or forward balance, statement and payment alerts to
—
Statement file
QFX/OFX from any bank, or a CSV with a Balance column

Recent activity

Paychecks and bills

+ Add a paycheck or bill

Planned purchases

Reminders and cushion

A daily email goes out only when a payment is coming due, is past due, or checking is projected to dip below your cushion.

Bank connections

You sign in at your bank. The Ledger never sees your password.

Charles Schwab

Not connected

Connect to pull balances from your Schwab accounts once a day.

Accounts at Schwab

Link each Schwab account to a Ledger account. Linked checking accounts take the cash balance; brokerage accounts take total value. Schwab sign-ins last 7 days, and the daily email warns you the day before one runs out.