Family Finance,Built for the Long Term.
Build your family's financial legacy. No more stress. Just clarity for the people who matter most.
Family Net Worth
$2,674.68
SAVINGS RATE
24.5%
INVESTMENT RATE
15%
A Different Standard for Family Finance
Families manage more money over a lifetime than most small businesses yet they're rarely given the tools, clarity, or structure to do it well. Legacy Ledger exists to change that. We believe families deserve the same financial discipline, visibility, and long-term planning once reserved for corporations and the wealthy without complexity or judgment.
Clarity over complexity
One trusted view of your entire financial life.
Planning over reacting
Decisions guided by long-term thinking, not monthly stress.
Stewardship over spending
A system built to grow, protect, and pass on value.
What if families managed money the way great companies do?
What if families managed money the way great companies do?
One household, one financial picture
See everything in one place—accounts, debts, investments, and goals.
One household, one financial picture
See everything in one place—accounts, debts, investments, and goals.
Built-in structure
Budgets, forecasts, and monthly reviews that keep you on track.
Shared visibility for partners
Collaborate with your spouse or family members seamlessly.
Designed for stewardship
Focus on building legacy, not just tracking spending.
Built-in structure
Budgets, forecasts, and monthly reviews that keep you on track.
Shared visibility for partners
Collaborate with your spouse or family members seamlessly.
Designed for stewardship
Focus on building legacy, not just tracking spending.
How It Works
No spreadsheets. No finance degree required. Just four simple steps to financial peace
Connect Everything
Securely link your bank accounts, credit cards, investments, and property, for a unified real time view.
Auto-Organize
Our AI categorizes transactions and identifies trends specific to household spending and long-term goals.
See everything
See your net worth and cash flow, organized in one place, giving you a clear picture of your finances.
Plan Together
Invite your partner or family members to a shared space where you can align on vision and execute plans.
Built for families like Yours.
We don't build for day traders or get-rich-quick seekers. We build for real life, the complex, messy, and rewarding journey of raising a family and building a legacy.
Millennial Parents
Managing multiple accounts and daily obligations with modern tools.
Newlyweds
Seeking structure and stability during the biggest transition of your life.
Intentional Families
Planning decades ahead without the overhead of a traditional financial advisor.
Built by a corporate FP&A leader and mom who realized families deserve the same financial clarity and planning tools as businesses. After years of helping Fortune 500 companies forecast and plan, she asked: why don't families utilize these same capabilities?
Build clarity. Build discipline.
Build legacy together.
Start your family's financial transformation today. No credit card required. Free to start.
Still have a question?
Don't worry we're free for consultation, just drop a message and we will get back to you.
Legacy Ledger is a collaborative family finance platform designed to help households see their full financial picture, plan intentionally, and build long-term stability.
Unlike traditional budgeting or bank apps that focus on individual accounts and transactions, Legacy Ledger is designed for collaborative family financial planning. We help you see the complete household financial picture, set shared goals, and build generational wealth together.
Not at all! Legacy Ledger is designed to be accessible for everyone, regardless of financial expertise. Our intuitive interface and guided workflows make it easy to understand your finances and make informed decisions.
Yes! Legacy Ledger is built for collaboration. You can invite family members to access your account with customizable permission levels, making it easy to plan and manage finances together.
Absolutely. We use bank-level 256-bit encryption to protect your data. Your information is encrypted both in transit and at rest, and we never sell your data to third parties.
You can connect most bank accounts, credit cards, investment accounts, and loans. We integrate with thousands of financial institutions to give you a complete view of your financial life.