AI Assistant, Banking Ledger, promissory notes, and more
One sheet for premiums, loans, repayments, and the balances your statements report
Read growth, movement, income, and comparisons by period
A complete record of every capital event in your banking system
Read growth charts, income timelines, capital flow, and portfolio trends
Correct or remove a logged cash flow and keep the banking ledger in sync
Update the current value of a syndication or fund deployment
Bring an in-progress note or deployment up to date in one operation
Send interest and principal to a loan, a PUA deposit, or cash
Export bank-style statements from your Banking Ledger
A printable PDF your family can follow if something happens to you