Wealth Personal vs Ledger Mate

This mobile app allows you to quickly access your investment accounts at the touch of a button, wherever you might be. From your client dashboard, you can easily view your balances, holdings, account information, as well as contact your advisor.

Ledger Mate makes it easy to manually track your bank accounts, balances, and transactions — no logins, no syncing, no clutter. Whether you’re managing checking accounts, savings, or keeping a digital checkbook register, Ledger Mate gives you full control over your financial records. - Create and manage multiple accounts Track current and available balances for each account, all in one place. - Add transactions manually Stay in control of your data. Record deposits, checks, bills, and expenses exactly how you want. - Organize with transaction tags Categorize your transactions with custom tags for easy filtering and analysis. - Group and filter by date range View transactions summarized by tag or date range to see exactly where your money is going. - No bank connections required Ledger Mate is intentionally simple — no complicated AI integrations or risky data sharing. Whether you’re balancing your checkbook, tracking multiple accounts, or budgeting manually, Ledger Mate provides the flexibility and simplicity you need.