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Owner's money

For a business that runs on the owner's own card, Zelle or cash.

43 seconds, with voice and captions. The company on screen is a demo with invented books.

The steps

  1. Use this when the business has no bank account of its own. Every entry records against the owner's money.
  2. Press “Turn it on” for the company. You can switch back to normal books at any time.
  3. Tap where the money moves: personal card, Zelle / Venmo / Cash App, cash, or something else. A source is only a label — nothing connects to a bank.
  4. Paste rows from a card statement or a banking app, or type one like a message. LedgerDock reads the dates, names and amounts.
  5. Nothing enters the books until you approve each line.

What the video says

Every word, written out

Owner's money. For a business with no bank account of its own. It runs on the owner's card, on Zelle, or on cash.

Turn it on for the company. Every entry then records against the owner's money. You can switch back to normal books at any time.

Tap where the money moves. A personal card. Zelle or Venmo. Cash. Or something else. A source is only a label. Nothing connects to a bank.

Then paste rows from a card statement or a banking app, or type one like a message. LedgerDock reads the dates, the names, and the amounts.

Nothing enters the books until you approve each line.

Keep going

Import a statement Drop a statement file. LedgerDock reads it and checks its own math. Watch 0:56 Close board One look answers: which months are done, and which need work. Watch 0:42 Decisions Lines with no precedent wait here for you. One answer teaches next month. Watch 0:35

Try it on your own books. One set of books is free.

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