SimplyLedgerUser guides

Crypto accounting, finally automated. Set up your account, connect on-chain addresses, exchanges, custodians and bank accounts, post transactions and reconcile your books.

Get started

Add an account

Getting started

Create your account, verify your email and pick the entity you are working on.

Create an account

Accounts

Track on-chain addresses, connect exchanges and custodians, and add fiat bank accounts so transactions flow in automatically.

Add an account

Portfolio

Total value over time, split between cash and stablecoins and the rest, by token and by custodian. In a portfolio entity, pick the tokens to track and their token cards are created for you.

Portfolio

Tokens & token cards

Create a token card per token you hold, keep holding types straight, and make sure prices are there.

Token cards

Postings & reconciliation

Turn synced transactions into journal entries and reconcile balances at period end.

Post a transaction

Reports

Generate a full postings journal, transaction ledger, balances or realized PnL report for any date range, and download it from the report history.

Reports