The Dashboard — your business at a glance

Open LedgerDesk and the first thing you see is everything that matters: revenue collected, upcoming appointments, overdue payments, and net income — no digging required.

NicheWare.net — LedgerDesk by NicheWare.net
LedgerDesk Dashboard showing KPI summary cards, recent activity feed, and upcoming appointments panel
Live KPI cards Recent activity feed Upcoming appointments Overdue payment alerts Net income calculation

Client roster — know everyone, miss no one

Every client gets their own card: contact info, hourly rate, appointment count, skill level badge, and an auto-calculated progress average. Color-coded initials make the roster scannable in seconds.

Search by name or filter active vs. archived clients from the dropdown. Adding a new client takes under a minute — fill in a name and you're running.

Each card links directly to that client's appointment and payment history, so context is always one click away.

Unique account numbers Skill level badges Progress tracking Archive / restore Search & filter
Clients
LedgerDesk Clients view showing a card grid with client details, rates, appointment counts, and progress bars

Appointments — your schedule, simplified

Schedule sessions, track service type and duration, attach notes, and browse your calendar week by week. Every appointment you've ever booked lives in a clean, scrollable list — nothing gets lost.

Appointments
LedgerDesk Appointments view with a week navigator and a list of scheduled sessions showing client, date, time, duration, service, and notes
Week navigator Service type per session Session notes Edit / delete inline Quick-add from header

Payments
LedgerDesk Payments view with summary tiles for collected, pending, and overdue amounts, plus an invoice table with status badges

Payments — collected, pending, and overdue in one view

Post invoices, link them to sessions, and track status across every client. Color-coded badges make it immediately obvious who's current and who needs a follow-up.

Mark invoices as Paid with one click. Record the payment method — Venmo, check, cash, card — and LedgerDesk keeps the running totals: collected all-time, pending this cycle, and anything past due.

No subscription, no online portal, no middleman taking a cut. You post, you track, you get paid.

Paid / Pending / Overdue One-click mark paid Payment method field Linked to appointments Running totals

Expenses — every cost tracked, net income always current

Log business expenses by category — equipment, software, marketing, studio rental, and more. LedgerDesk subtracts them automatically so your net income on the Dashboard is always accurate without any extra steps.

Expenses
LedgerDesk Expenses view with summary tiles for total expenses, this month, and net income, plus a line-item table with category tags
Category tagging Search & year filter Paid-by method Notes per entry Auto net income calc

Data Manager — your data stays yours, always

LedgerDesk stores everything locally — no cloud account required, no subscription lock-in. The Data Manager gives you full control: save a JSON backup anytime, restore it on any device, or import clients, payments, and expenses from CSV.

Export any table to CSV for use in Excel, Google Sheets, or Numbers. Download formatted templates to populate and import in bulk. Duplicate records are automatically detected and skipped.

Your business data lives where you put it — Google Drive, Dropbox, a USB stick, or your own desktop. No third party ever touches it.

JSON save & restore CSV import w/ templates Export to Excel / Sheets Duplicate detection No cloud required
Data Manager
LedgerDesk Data Manager modal with sections for JSON backup, CSV import with template downloads, individual table CSV exports, and a clear data option

Ready to run your business on your terms?

One-time purchase · No subscription · No cloud lock-in · Works offline · Windows & Web

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