Omnia Ledger

Take control of every account.

Tracking, categorizing, and rolling up business and personal finances — that is just where Omnia Ledger starts.

with Omnia, you can also…
  • Track personal and business spending
  • Roll up a live P&L for each business
  • Keep personal out of the books
  • Oversee every client from one place

Create your Omnia Ledger account to start your free trial.

Choose a plan to start your free trial — you won’t be charged until it ends, and you can change it anytime in Settings.

Omnia Ledger

Welcome back

Demo mockup — any credentials sign you in.

· ·
Omnia Ledger

Settings

Manage your account, workspace, and the clients you oversee.

Cash managed

$13,929

across clients

Clients

Transactions

Review, categorize, and reconcile across this client's accounts.

Transactions

to

−$48.00

Shell

Pending
CategoryTransportation
Type
AccountChase Checking
DateJun 4, 2026
BucketYour money
Contact

Tags

Receipt

receipt.jpg

240 KB · tap to view

Drag a receipt here, or

Needs a business

1099-NEC.pdf

Feb 2026 · 180 KB

Document preview

sample file — opens the real document in the build

If a deposit comes in

Amount$1,000

Edit allocation

Your money · remainder65%

Tax bucket is an estimate — you will not know the full amount until you file your annual taxes.

Goals

Cash flow

Checking

$10,393

Card

−$642

Net cash

$9,751

Income$4,960
Spending$3,210
Net+$1,750

Making more than you spend this month.

Net by month

Spending this month

Reconcile · June

Not reconciled

Review the month's books, then mark them reconciled so everyone knows they're closed and trusted.

Close the books for this month

Not reconciled yet

Automated checks — balance gaps, duplicates, and unmatched transfers — are coming in a later release. For now, reconcile is a clean monthly close.

Tags

Your tag library — the master list you can apply to any transaction. Rename, recolor, or delete here; the X removes a tag everywhere.

business

8 transactions

deductible

5 transactions

reimbursable

2 transactions

equipment

3 transactions

personal

12 transactions

Categories

Recurring

Detected automatically from transaction history.

Income

TikTok Creator Fund

Weekly · next Jun 9

+$1,000

Subscriptions · $167.47 / mo · $2,009 / yr

Adobe Creative Cloud

Not used in 60 days · consider canceling

−$54.99
T-Mobile

Monthly · next Jun 25

−$85.00
Netflix

Monthly · next Jun 28

−$15.49
Spotify

Monthly · next Jul 1

−$11.99

Monthly budgets

June

Spending caps by category — separate from buckets, which allocate income.

Spent this month$708 / $900

$192 left across all budgets

Groceries$272 / $300

91% used · $28 left

Subscriptions$167 / $150

Over by $17

Transportation$125 / $150

$25 left

Dining$120 / $200

$80 left

Shopping$24 / $100

$76 left

Importing your history

Pulling up to 24 months of transactions from Chase. This can take a minute — we'll notify you when it's done.

3 accounts found · 1,240 transactions imported

Insights

Things worth a look, refreshed daily.

Dining is up 40% this week

$96 vs your usual $68 — mostly Chipotle and Starbucks.

Low balance ahead

Chase Checking may dip near $500 before your next TikTok payout on Jun 9.

Unused subscription

Adobe Creative Cloud — $54.99/mo, not used in 60 days.

Groceries budget almost spent

91% used ($272 of $300) with a week left in June.

Income trending up

TikTok payouts averaged $1,000/wk this month, up from $850.

Add a bill

Add a recurring bill we couldn't detect automatically.

Documents

Receipt inbox

2026 yearly checklist

To-do

Review

Contacts

Events

Review matches

Events across clients

More

Money

Plan

People

Records

Setup

Account

Appearance

Accent color

Live preview

+$1,240

Your accent recolors buttons, links, and active states across Omnia.

Density

Account

Workspace

Omnia Ledger

v0.1 · An Omnia Data Tech product

Subscriptions are billed by and support Omnia Data Tech.