Learn how to use zillurl Ledger effectively to track your finances and collaborate with others.
A ledger is where you track income and expenses for a specific purpose (e.g., personal budget, project expenses, shared household costs).
Tip: You can create multiple ledgers for different purposes and switch between them easily.
Entries are individual transactions that track your income or expenses. You can add them manually or use AI parsing for faster entry.
Tip: Use AI parsing (see Section 04) to automatically extract information from text descriptions or receipts.
Set up recurring transactions to automatically record fixed income or expenses, such as monthly rent, subscriptions, or salary.
Tip: You can pause or modify recurring entries anytime from the recurring management page.
The Assets page provides a consolidated view of your linked ledgers, showing total balance, income, and expenses across all your financial tracking.
Every system or custom category is represented by a card with totals, balance buckets, and shortcuts so you can act without leaving the overview.
Generate a monthly snapshot directly from the Assets hero card whenever you need a budgeting or stakeholder handoff.
Each asset stores balances, category metadata, and optional custom fields so dashboards and cards stay accurate.
Tip: Not sure which category fits? Start with the closest system template, then create a custom category later and reassign the asset from the card actions.
Set budgets to control spending and avoid overspending. You can set monthly budget goals for overall spending or specific categories.
Tip: We recommend tracking actual spending for 2-3 months before setting realistic budget goals.
The Dashboard provides visual insights into your spending patterns, income trends, and category breakdowns to help you make informed financial decisions.
Use our AI-powered smart parsing to quickly create entries from natural language descriptions or receipt text, saving you time on manual data entry.
Example: Input: "Coffee at Starbucks $6.50 this morning" → Output: Expense $6.50, Category: Food & Drink, Date: today.
Share ledgers with family, roommates, or team members to collaborate on shared expenses and track group finances together.
Note: Only the ledger owner can delete the ledger or change sharing permissions. All participants can see a complete history of entries.
Export your financial data for backup, tax filing, or integration with other tools.
Tip: We recommend exporting data monthly as a backup.
Use keyboard shortcuts to speed up your workflow and improve efficiency.
| Shortcut | Action |
|---|---|
| N | New Entry |
| S | Search |
| ? | Show Help |
| Esc | Close Dialog |
Yes, you can export your ledger data to CSV or PDF format from the ledger's export menu. This allows you to use the data in spreadsheet applications or for offline record keeping.
You can change the currency in the ledger settings. Note that this does not convert existing entries; it only changes the display currency for new entries. For currency conversion, use the Assets page which automatically converts balances.
Yes, all data is encrypted in transit and at rest. We use industry-standard security practices and never share your data with third parties. For more details, see our Privacy Policy.