Guide to setting up your finances on Pledger.io

How to manage your budgets

Mon, 01 Jan 0001 00:00:00 +0000

After a while of creating transactions you may find the same type of transaction always recurring. Or alternatively you may want to reduce spending on certain type of transactions, or at the very least keep track that the spending does not increase dramatically.

These type of transactions can be grouped together in budgets, as they are recurring costs. For each budget you can allocate a specific amount of money every month. Pledger.io will then keep track of your expected and the actual expenses.

How to manage liabilities

Mon, 01 Jan 0001 00:00:00 +0000

In financial accounting, a liability is defined as the future sacrifices of economic benefits that the entity is obliged to make to other entities as a result of past transactions or other past events.

Managing liabilities

You can access the liability overview by clicking on Liabilities in the side-bar navigation. This will open a page containing all registered liabilities in Pledger.io.

How to manage your accounts

Mon, 01 Jan 0001 00:00:00 +0000

In Pledger.io you can manage your accounts by creating, editing, and reconciling them.

The following separate type of accounts are available:

Asset accounts, split in
- Banking accounts (including credit cards)
- Savings accounts
Liability accounts
Debtor accounts
Creditor accounts

For a quick guide to help you with getting started with your first account setup see ‘ Creating your first account and transactions’.

Managing accounts

You can list all the regular accounts by clicking on the Checking accounts option in the sidebar navigation. This will open the account overview page with all the accounts that you have.