How-to

Guide to setting up your finances

Practical guides for managing accounts, budgets, and liabilities in Pledger.io.

This section focuses on the core financial workflows you use day to day. It helps you set up account structures, monitor spending, and maintain financial accuracy over time.

Accounts guide thumbnailIllustration for managing bank, savings, and asset accounts.Manage your accounts

How to manage your accounts

Create, edit, and reconcile asset, banking, and savings accounts.

Transactions concept thumbnailIllustration for money moving between accounts.Transactions in finance

How to organize transactions

Use filters, presets, and saved views to review and manage transaction activity.

Budgeting guide thumbnailIllustration for monthly budgets and expense tracking.Plan and track budgets

How to manage your budgets

Set monthly budgets, add expenses, and compare planned versus actual spending.

Liabilities guide thumbnailIllustration for tracking loans and repayment obligations.Track liabilities and debt

How to manage liabilities

Register loans and track repayment obligations over time.

Suggested reading order  

Start with Accounts to define your financial structure. Continue with Transactions to manage daily bookkeeping and imports. Then use Budgeting to organize and monitor spending. Use Liabilities when modeling debts and repayment obligations.

Last modified on July 11, 2026 Edit this page on GitHub