App · Finance
Ledgerly
A personal finance app for balances, budgets and bills, private to each member: sign in as a second member and none of the first one's money is visible. Recurring bills post themselves daily and an over-budget check flags spending as it happens.
Members sign up and manage only their own money.
Use in AppbricxFree. Already have an account? Log in
What's inside
Dashboard with balances and a spending donut. Transactions grouped by day. Monthly budgets and recurring bills.
Tables
adminnamemembername, photoaccountmember_id, name, kind, balance, institutionbudgetmember_id, category, monthly_limitbillmember_id, name, amount, day_of_month, category, activetransactionmember_id, account_id, bill_id, title, amount, category, date, note, …
Roles
memberMember, consumeradminTeam, staff
Pages
/dashboardHome (member)/transactionsActivity (member)/budgetsBudgets (member)/insightsInsights (member)/teamTeam & access (admin)
Workflows
daily-recurring-billsCreate today's recurring bill transactions. On schedule daily 06:00 over billcheck-budget-on-createFlag transactions that push a category over budget. On transaction creatednotify-over-budgetNotify the member when a category is over budget. On transaction updated
Components
DashboardScreenHome: total balance, account card stack, AI teaser, spending donut, budgets, upcoming bills, recent activityTransactionsScreenActivity: searchable, filterable transactions grouped by day, swipe-to-delete rows and a bottom-sheet editorBudgetsScreenBudgets: monthly category limits with a left-to-spend summary, plus recurring bills, each with a sheet editorInsightsScreenInsights: AI 'Explain my month' with loading, fallback and tip, plus month stats, monthly spending bars and category breakdownLedgerlyAuthSign-in / sign-up: soft-grey page, headline and account card-stack preview beside a white form card, Google sign-in and demo account shortcutsTeamHeaderTeam & access page heading with plain-language privacy note; also applies the app's type, radius and motion overrides and lets member rows wrap on phones
Rules on every write
budgetA budget limit must be greater than zero.billDay of month must be between 1 and 31.transactionAmount must be non-zero and the date no more than 1 day in the future.
Use with your coding agent
- Connect the Appbricx MCP server to Claude Code, Cursor or any MCP client (quickstart).
- Paste the prompt. The agent creates the project and builds it.
- It applies to dev. Check it, then deploy when you are happy.
Start a new Appbricx project from the Ledgerly template (slug "ledgerly") with use_template. Call it "My Ledgerly", then sign in as each role, verify it and tell me what to change first.{
"tool": "use_template",
"arguments": {
"slug": "ledgerly",
"name": "My Ledgerly"
}
}appbricx templates use ledgerly --name "My Ledgerly"Screens
Goes well with
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