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Learn Ledger with Leo.

37 short lessons, a few minutes each. Read them here without an account; Try it opens the real page in Ledger.

Leo, Ledger's helper

Ledger
Hello, I'm Leo. Each lesson is a few short pages, a Try it that opens the real page, and a quick check. Start at the beginning, or jump to whatever you need today.
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Start lesson 1: Ledger and your business

Part 1

Get set up

Your business, the day your books start, your accounts, your team and your plan.

0 of 6 done

  1. Lesson 1Ledger and your businessWhat Ledger does, and creating your business: where it is, its financial year, and the Overview it opens on.2 min
  2. Lesson 2When your books start, and opening balancesPick the day Ledger starts keeping your books, then say what you had and owed the day before.3 min
  3. Lesson 3Your accounts, in plain wordsThe chart of accounts is the list of headings your money is kept under. Five kinds, and most of it runs itself.3 min
  4. Lesson 4Your details and bank on every invoiceYour NTN and STRN (or VAT number), how to pay you, the invoice number and the days to pay, set once.2 min
  5. Lesson 5Invite your accountant, and who can do whatEveryone signs in as themselves, with a role: owner, admin, accountant or staff. Here's what each can do.3 min
  6. Lesson 6Your plan and billingA free week, then Rs 1,500 a month in Pakistan, £5 in the UK, $6 everywhere else, plus a little for each extra team member. Subscribe, cancel, change your card or get invoices from Settings → Billing.2 min

Part 2

Sales

Invoices and their tax, sending them, getting paid, and what customers owe.

0 of 7 done

  1. Lesson 1Your first invoiceA draft is paper; issuing it makes it real: the customer owes it, the stock goes out and your books move.3 min
  2. Lesson 2Sales tax and VAT on an invoiceEach line carries its own tax rate, worked out to the paisa, and prices can include the tax or have it added.3 min
  3. Lesson 3Sending an invoice: email, link and PDFEmail it from Ledger with its PDF and their own link, in the customer's language, or share the link yourself. And reminders.2 min
  4. Lesson 4Recording a paymentMoney in from a customer: in full, in part, or across several invoices, oldest first, with anything over kept as credit.3 min
  5. Lesson 5A cash sale, paid there and thenWhen someone pays on the spot, Issue and record payment issues the invoice and records the money in one go.2 min
  6. Lesson 6Overdue invoices and what customers oweOverdue is worked out, never set. Customers shows what each one owes, and their Statement shows how it got there.3 min
  7. Lesson 7Voiding an invoice, or deleting a draftA draft can be deleted. An issued invoice is voided, never deleted: its entry leaves every report and its stock comes back.2 min

Part 3

Purchases

Suppliers' bills, paying them, everyday expenses and moving your own money.

0 of 4 done

  1. Lesson 1Entering a supplier's billWhat you owe a supplier, line by line: stock comes onto the shelf at its cost, and the paper bill's photo stays with it.3 min
  2. Lesson 2Paying your suppliersPay from your bank as you always do, then record it: against one bill, several, or as an advance.2 min
  3. Lesson 3Expenses, with the receiptRent, electricity, fuel, tea: paid on the spot from cash, bank or a wallet, with the receipt's photo kept on it.2 min
  4. Lesson 4Moving money between your own accountsCash banked, a wallet topped up, the card machine's takings paid out: a transfer, not income or a cost.2 min

Part 4

Stock

What you sell, average cost, and keeping the shelf and the books in step.

0 of 5 done

  1. Lesson 1Products and servicesWhat you sell: products are counted on the shelf, services aren't. Each has its price, tax rate and unit.3 min
  2. Lesson 2Average cost, in plain wordsOne figure per product: the average of what you paid for what's on the shelf. Here's how it moves.3 min
  3. Lesson 3Bills bring stock in, invoices take it outStock only moves with a document, and Stock history shows every move with the one that made it.2 min
  4. Lesson 4Counts and adjustmentsCount the shelf, or put right what was damaged or found: valued at average cost, against Stock adjustments.2 min
  5. Lesson 5When stock goes below zeroInvoiced before the bill was entered? Ledger lets it go below zero, shows it, and puts it right when the bill arrives.2 min

Part 5

Banking

Cash, bank and wallets, your bank's statement, and reconciling the two.

0 of 3 done

  1. Lesson 1Your money accountsCash in hand, each bank account, a wallet and the card machine: every place money sits, each with its balance.2 min
  2. Lesson 2Uploading your bank statementDownload your statement as CSV or Excel and upload it to the account: most lines match themselves. Why there's no automatic feed.2 min
  3. Lesson 3Reconciling: match, record, set asideTick the bank's statement against your books, line by line, until the bank's balance and yours agree.3 min

Part 6

Reports and the books

Double entry in plain words, the reports, and what your accountant does.

0 of 8 done

  1. Lesson 1Double entry, in plain wordsEvery amount comes from somewhere and goes somewhere: Ledger writes down both sides, and they always match.3 min
  2. Lesson 2Profit and lossWhat you earned, less what it cost you, for any dates. And why profit isn't the money in the bank.3 min
  3. Lesson 3The balance sheet, and why it balancesOn any day: what you have, what you owe, and what's left, which is the owner's. It always balances.3 min
  4. Lesson 4Cash flowThe money itself: what came into and went out of your cash, bank and wallets, by what it was for.2 min
  5. Lesson 5Who owes what, and for how longCustomers owe you and You owe suppliers: every balance by how late it is, adding up to the balance sheet.2 min
  6. Lesson 6The tax summary, and filing your returnTax on sales by rate, tax on purchases, and the difference: the figures for your return, which you or your accountant file.3 min
  7. Lesson 7Journals, for your accountantFor what no document covers: the owner's money in, a correction, depreciation, clearing tax. Never to customers, suppliers or stock.2 min
  8. Lesson 8Closing a month: the lock dateOnce a month is checked, lock it: nothing dated on or before the lock date can be added, changed or voided.2 min

Part 7

Moving in and connecting

Bringing your books from another app, and connecting Register, Offr or Trazr.

0 of 2 done

  1. Lesson 1Moving in from QuickBooks, Xero, Zoho or a spreadsheetBring customers, suppliers, items, balances, invoices, bills and statements in from a file, every row checked first.3 min
  2. Lesson 2Connecting Register, Offr or TrazrTheir sales, refunds, expenses and supplier bills post to your books by themselves, every minute. Ledger only reads.3 min

Part 8

Leo and your AI

Ask Leo, or connect Claude, ChatGPT or Gemini.

0 of 2 done

  1. Lesson 1Ask LeoLeo answers how-to questions in the app, points at the right control, and shows any change as a card you approve.2 min
  2. Lesson 2Connect Claude, ChatGPT or GeminiLet your own AI assistant read your books and draft with you, and what it's never allowed to touch.3 min

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