Liquid Ledger is a modern personal finance solution that can help you trim monthly expenditures and put more cash in your pocket. With over a dozen time-saving features such as Transaction AutoComplete and the ability to import account activity downloaded from financial institutions, just a few minutes each week is all you need to start feeling more confident about how you manage your money. Whether you've been using financial accounting software for years or you're just starting out, Liquid Ledger offers a comprehensive set of accounting tools that make it easy for you to balance your chequebook, keep track of credit card activity, analyse monthly spending, and a whole lot more.
Key Features & Benefits
- Keep an electronic record of banking, credit card and other types of financial activity
- Categorise transactions using customisable income and expense lists
- Record transactions in any currency
- Reconcile bank and credit card accounts against a monthly statement
- Schedule recurring transactions for automated entry
- Generate reports such as balance sheets and income statements
- Import account activity from financial institutions in QIF, OFX, or CSV formats
- Automate routine tasks and extend existing functionality using AppleScript
- Be up and running in minutes with easy installation and setup
Liquid Ledger will be downloaded as a save-disabled demo. You can request a trial licence key to fully enable the software for 60 days by visiting www.liquidledger.com/trial.
A free 60-day trial licence is available by visiting www.liquidledger.com/trial. Otherwise, the download will run as a save-disabled demo.
What is new in this release:
Accounting
- A new “Verify Integrity” command is available in the File menu that can help detect and repair document errors that previously would prevent documents from being saved. The new utility is automatically invoked if an internal data integrity error occurs while saving.
- Previously when creating a new account, the account was missing an opening balance transaction. This has been fixed.
Import and Export
- When running Liquid Ledger on Mac OS X 10.5.6, transactions imported from a QIF file with comma separators (such as “1,234.00”) were being imported as “1.00”. This has been fixed.
- Transactions imported from an OFX file were previously marked as cleared even if the “Mark imported transactions as cleared” checkbox was unchecked in the Advanced Options panel of the Import Assistant window. This has been fixed.
- On the “Select an Account” page, the Import Assistant now does a better job of suggesting the account into which transactions should be imported. For example, if you are importing account activity downloaded from your financial institution in OFX format, the Import Assistant now correctly selects the matching account in your document if possible. Otherwise, it suggests using the account loaded in the frontmost window. Previously, the Import Assistant always suggested importing transactions into a new account.
- Liquid Ledger would sometimes crash in the final stages of importing transactions. This has been fixed.
Interface and Workflow
- Previously when modifying a transaction's date, the transaction would jump to a new position in order to keep transactions sorted. However, the transaction would not remain selected, making it difficult to locate the transaction in its new position. This has been fixed.
- Choosing the “Ungroup Selection” command from the Selection menu previously caused the automatic sorting of transactions during editing to stop working. This has been fixed.
- The “New Group” command now inserts new transaction groups into the currently selected group instead of inserting new groups at the top level.
- Clicking on the disclosure triangle for a transaction group no longer resizes the Name column, which previously had the side-effect of unintentionally activating the horizontal scroll bar.
- When viewing a transaction in the Inspector panel, it was previously not possible to scroll the text within some fields such as the Memo field. This has been fixed.
- Double-clicking an account’s name in the navigation sidebar of the main window now opens the Edit Account Info panel.
Performance
- The application would previously quit unexpectedly after prolonged use due to a memory leak. This has been fixed.
Reports
- Previously when running the Balance Sheet report, the Total Assets and Total Liabilities sections would correctly display their totals; however, some of the accounts that contributed to those totals would be missing when a subgroup such as “Banking” or “Credit Card” contained both home and foreign currency accounts, in which case the entire subgroup would not be displayed. This has been fixed.
- The Income Statement report was previously formatting positive values in parentheses, causing a net income to be misinterpreted as a net loss. This has been fixed.
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