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VitaLedger Support
Straightforward answers
for straightforward records.
Help with budgets, savings goals, recurring expenses, stock lot imports, cash holdings, and device authentication.
support@longoriaapps.com
01 · SETUP
Starting your ledger
Choose a starting balance, ledger date, and optional scheduled income when you first open VitaLedger. These starting values anchor every later balance calculation.
Can I change my starting balance later?
Yes. Adjust the starting balance from settings, keeping in mind that later transactions were recorded against the original figure.
02 · BUDGETS
Monthly budgets & recurring expenses
Set a monthly spending limit for each category and compare it against actual expenses in the Plan view. Recurring expenses and scheduled bills appear alongside budgets so upcoming obligations stay visible.
Why doesn't a transaction count toward my budget?
Confirm the transaction is dated within the budget month and assigned to the correct category.
03 · SAVINGS GOALS
Tracking progress
Create a savings goal with a target amount and record contributions as they happen. Progress is calculated from the contributions you log, not from an external account balance.
04 · STOCK LOTS
Manual entry & CSV import
Add stock lots manually with acquisition date and price, or import a supported CSV file. Enter current prices yourself to see estimated cost basis and unrealized gain or loss.
Why did my CSV import fail?
Check that the file matches a supported column format. Re-export the file from your source and confirm dates and prices are formatted as plain numbers and standard dates.
Estimated short-term and long-term results are for personal planning only and should be confirmed against official brokerage or tax records.
05 · CASH HOLDINGS
Balances, APY & CDs
Record savings accounts, money market accounts, brokerage cash sweeps, and Certificates of Deposit with balance, institution, optional APY, opening date, and maturity date.
Why don't I see projected interest?
Projected interest and maturity value only appear when an APY has been entered for that holding.
06 · REPORTS
Weekly & monthly reports
Reports summarize income, spending, net results, and investment records for the selected period, calculated entirely from the transactions and holdings you have recorded.
07 · SECURITY
Device authentication
Enable optional Face ID or Touch ID from settings to add a layer of protection over investment information. If authentication fails repeatedly, use your device passcode as a fallback through iOS.
08 · LANGUAGE
Spanish localization
Switch VitaLedger's interface language from your device's language and region settings. Your entered records are unaffected by the display language.