SolidBase Personal Ledger
Personal finance and small-entity bookkeeping without the weight of a full accounting suite.
Personal Ledger is the boiled-down edition of SolidBase Ledger: clean accounts, simple banking, practical reports, and enough structure to stay in control without carrying inventory, payroll, or complex trading workflows.
Installable • Once-off license • Built for simple books
Why Personal Ledger
Simple Ledger Control
Keep income, expenses, assets, liabilities, and owner equity in a proper ledger without exposing every business module.
Banking First
Import and review bank transactions so day-to-day money movement becomes the centre of the workflow.
Readable Reports
See clean balances and financial summaries without spreadsheet rebuilds or accounting noise.
Core Screens Included
Focused screens for the work this product is meant to do.
Ledger Dashboard
A focused starting point for simple books, recent activity, and the accounts that matter most.
Banking Transactions
Bring bank activity into the ledger, review entries, and keep personal or small-entity records traceable.
Contacts
Keep people, entities, and recurring counterparties organised without the full customer and supplier machine.
Reports
Use the same reporting discipline as Ledger, narrowed to balances, transactions, and practical summaries.
What You Get In Personal Ledger
- A simplified ledger built from the SolidBase accounting foundation
- Chart of accounts for personal, family, sole-proprietor, or small-entity records
- Bank statement import and transaction review
- Income and expense tracking without inventory or payroll overhead
- Clean balance and transaction reporting
- Local installable software with a once-off license path
- A natural upgrade route into full SolidBase Ledger when the business grows
Personal Ledger is for users who want disciplined books, not a full finance department on screen.