OneLedger
Long-term wealth & goals — iPhone, iPad and Mac
Bring together accounts, portfolios, property, and loans to project and track your patrimony over the long term — now on iPhone. Your data stays on your device.
OneLedger 2.4 — Crypto portfolio
Version 2.4 brings native crypto portfolio tracking directly into your wealth overview.
Crypto portfolio
- Add crypto holdings (BTC, ETH, and other assets) alongside your stock portfolios.
- Live price updates via optional API key — or enter values manually.
- Crypto wealth integrated into your dashboard, balance sheet, and long-term projections.
- Allocation view shows crypto alongside stocks, cash, real estate, and loans.
Dashboard & analysis
- Crypto appears as a distinct asset class in wealth breakdowns and waterfall charts.
- Portfolio performance view now covers both stocks and crypto in a unified timeline.
OneLedger 2.3 — iPhone and interface
This release focuses on the iPhone experience while keeping iPad and Mac supported.
iPhone navigation
- New 4-tab structure: Dashboard, Wealth, Analysis, and Settings.
- Grouped access to accounts, portfolios, real estate, balance sheet, and analysis tools without cluttering the screen.
Readability and charts
- Layouts adapted for small screens (lists, cards, forms).
- Clearer charts: year axes and amounts (k/M) on loans and the dashboard.
- Loan scenario comparison: current vs simulated shown as stacked bars.
- Portfolios: period selector (1M, 3M, 1Y…) adapted for iPhone.
- Account and Category analysis: stacked layout on iPhone; help on cumulative waterfall chart scale.
Wealth and dashboard
- Wealth summary: Cash flow & credit section with interest vs principal on loan repayments.
- Dashboard: refined indicators and projection labels (including net real estate wealth).
Appearance and settings
- Enhanced visual themes (light/dark modes).
- Settings: aligned lists and pickers; welcome screen and discovery guide match the chosen theme.
Miscellaneous
- Savings projects and scenarios: simplified interfaces.
- Display and stability fixes across several screens.
OneLedger on your devices
OneLedger is the current name and interface for long-term wealth planning on iPhone, iPad and Mac. Version 2.0 introduced a clearer brand, light and dark themes, and richer wealth planning tools.
- On your iPhone, iPad or Mac home screen, the app appears as OneLedger.
- On the App Store, the app is listed as OneLedger. Same app, updates, and saved data.
- Existing backups and purchases continue to work. Import your backup from Settings if you reinstall on a new device.
Dashboard & projection
See where your wealth is heading over 10–20 years.
Compare estimates with actual amounts year by year.
Account for inflation on your capital.
Wealth overview
Allocation across savings, portfolios, and net property.
Cash flow vs loan payments; actual vs projected gaps.
Projects, tax estimates, and simplified stress tests.
Savings structure
Everyday, emergency, goals, and satellite pockets.
Personal benchmarks and an educational pyramid view.
Accounts, portfolios & property
Bank accounts, stock portfolios, real estate, and loans in one place.
Live loan preview: monthly payment, interest, amortization chart.
Portfolio quotes via optional Alpha Vantage API key.
Crypto portfolio
Track BTC, ETH, and other crypto assets alongside your traditional portfolio.
Live prices via optional API key, or enter values manually.
Crypto fully integrated into your dashboard, projections, and allocation view.
On iPhone
Dashboard with total assets, savings, portfolios, net real estate, and loans.
4-tab navigation: Dashboard, Wealth, Analysis, Settings.
Light and dark themes with charts tuned for small screens.
iPhone, iPad & Mac
Publisher
Precellence Software
OneLedger is published by Precellence — iPhone, iPad and Mac apps with privacy by design.
