CostBook Ledger
Everyday spending, organized
About
Organize your daily finances and investments with quick entry, flexible reporting, and budgeting tools. Track expenses, income, and investments with detailed insights and customizable organization.
What's New in CostBook Ledger
1.3
October 30, 2026
What's new in 1.3 • New investment books and overview: record profit/loss, cost, fees and holding dates; review net returns, return rates, annualized returns and win rate. • Explore category and account contributions, related transactions and monthly reports in table, line or bar views. • Bulk-edit investment transactions, with improved backup and CSV import/export support. • Fixed daily investment totals showing zero. Daily totals now use settlement dates and net profit/loss after fees. • Amount entry and chained calculations retain more decimal places, with final amounts rounded to cents. • Improved date filters, category selection, account scope and import mapping.
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FAQ
How does CostBook Ledger handle investments?
CostBook Ledger allows you to create separate investment books to manually record cost, profit or loss, fees, and holding dates. You can distinguish pending and settled entries, review net returns, return rates, and explore category/account contributions.
Can I organize different aspects of my finances with CostBook Ledger?
Yes, you can create separate books for daily spending, travel, or projects. CostBook Ledger supports account balances, parent and child categories, and transaction grouping with tags.
What kind of reports does CostBook Ledger offer?
CostBook Ledger provides reports on income, expenses, and balance by month, year, or custom date ranges. It includes category charts, line and bar trends, and weekly, monthly, or annual summaries.
Does CostBook Ledger support budgeting?
Yes, you can set weekly, monthly, or annual limits for total spending and individual categories. The app shows your progress, remaining amounts, and any overspending.
How does CostBook Ledger help with refunds and reimbursements?
You can record partial or full refunds and distinguish pending reimbursements from paid ones. Expense totals automatically deduct refunds and paid reimbursements.
What are the backup and export options for CostBook Ledger?
CostBook Ledger supports local or iCloud backups, including attachments and settings. You can also import or export transaction CSV files for data migration.
Is CostBook Ledger available in multiple languages?
Yes, CostBook Ledger is available in Simplified and Traditional Chinese, English, Japanese, Korean, French, and Russian, or it can follow your system language.
Does CostBook Ledger have ads?
No, CostBook Ledger does not contain advertisements.