Vibe Ledger Documentation

Everything you need to know about managing your books with Vibe Ledger

Vibe Ledger is a SaaS double-entry bookkeeping platform built for individuals, freelancers, and small businesses. It features automatic bank synchronization via Plaid, AI-powered transaction categorization, PDF statement import for institutions that don't support direct feeds, and dedicated modules for cryptocurrency portfolio tracking and mining operations. Whether you use the hosted service or self-host your own instance, Vibe Ledger gives you full control over your financial data.

Getting Started

Create your account, connect your first bank, and start categorizing transactions in minutes.

Bank Connection

Link your bank accounts through Plaid for automatic daily transaction sync and balance updates.

Reports

Generate profit and loss statements, balance sheets, cash flow reports, and custom date-range summaries.

PDF Import

Upload bank or credit card statements as PDFs and let the AI parser extract and categorize transactions.

Category Rules

Define automatic categorization rules based on merchant name, amount, or description patterns.

Crypto

Track cryptocurrency holdings, compute tax lots using FIFO, LIFO, or specific identification methods.

API Reference

Integrate with Vibe Ledger programmatically using the REST API for transactions, accounts, and reports.

Self-Hosting

Deploy Vibe Ledger on your own infrastructure with Docker, including database and storage configuration.