LedgerBear Help

Welcome to the LedgerBear help center. These guides walk you through every part of LedgerBear, from adding your first account to automating categories with rules and linking credit-card payoffs to your forecast.

New here?

If you're just getting started, we recommend starting with the following articles (in order):

1. Welcome to LedgerBear — an introduction to the concepts.
2. A tour of the interface — learn where things live.
3. Setting up your first account — the first thing to do in a fresh household.
4. Importing transactions from a CSV — the fastest way to get history into LedgerBear.
5. How categories work and what rules do — the two features that turn a pile of transactions into something you can actually read.

Looking for something specific?

Use the search box in the sidebar, or pick a section:

• Accounts — checking, savings, credit cards, and cash.
• Transactions — the table, inline editing, search.
• Importing Transactions — the CSV wizard in detail.
• Categories — types, groups, and the reassignment flow.
• Rules — automatic categorization and payee overrides.
• Reminders — recurring bills and paychecks, including credit-card payoff links.
• Cashflow & Forecasting — the dashboard, the forecast, and credit-card spending charts.
• Households & Members — multi-user households, roles, and invitations.
• Your Account — sign-in, passwords, and switching households.