Complete Feature List

Every capability of LifeLedger Pro in one comprehensive directory

Explore everything LifeLedger Pro can do - from fraud detection and bill tracking to survivor planning and complete estate organization. Click any feature to jump directly to its detailed explanation.

Foundation & Philosophy

Understanding why LifeLedger Pro exists and how it's designed to work

→ Why Powered by Excel - Offline privacy, bank-vault security, no subscriptions
→ Why LifeLedger Pro Exists - The personal story behind this software
→ Core Functions Overview - What this system does at a glance
→ Why It Beats Calendar Apps - Persistent accountability vs. one-time reminders
→ Free Beta Testing Program - 60-90 days free access, no credit card required

Financial Management - Accounts & Bills

Automated bill tracking, transaction management, and balance monitoring

→ 60-Second Transaction Import - Download bank data, import with one click
→ Automatic Bill Matching - Every charge matched to the right bill instantly
→ Track Bills in Specific Months Only - no false alerts
→ Perfect Balance Accuracy - Stay synchronized with your bank automatically
→ Unlimited Searchable Transaction History - Decades of records instantly accessible

Financial Management - Credit Tracking & Refund Monitoring

Track every credit, verify refunds, and ensure you receive every dollar owed

→ Automatic Credit Detection - Every new credit displayed prominently after transaction downloads
→ Refund Verification - Track expected refunds from returns and canceled orders
→ Possible Refund Flagging - System identifies unusual credits that may be refunds
→ Flexible Date Filtering - View last 30 days, 2 months, 6 months, 1 year, or custom range
→ Visual Calendar Date Picker - Point-and-click date selection, no typing required
→ One-Click Access - Dedicated icon on Banking & Bills worksheet
→ CSV Export - Export filtered credit history for tax preparation or records
→ Flex Pay Compatible - Works seamlessly with installment payments

Financial Management - Transaction History & Reports

Search, filter, and export your complete financial history

→ Unlimited Searchable History - Search decades of transactions by payee, amount, or date
→ Date Range Filtering - Quick presets (Last 30 Days, Last 3 Months, This Year, Last Year, All Time)
→ Custom Date Selection - Pull any specific period for analysis or comparison
→ Professional CSV Export - Export to Desktop, Documents, or any folder you choose
→ Tax Preparation Ready - Complete transaction data for accountants or tax software
→ Automatic Period Totals - Credits, Debits, and Net Amount calculated instantly

Financial Management - Alerts & Protection

Fraud detection, autopay monitoring, and billing error prevention

→ New Merchant Alerts - Catch unfamiliar charges the moment they appear
→ Canceled Subscription Protection - Stop paying for memberships you already ended
→ AutoPay Alerts (3-Day Warning) - Know exactly when automatic payments will draft
→ Bill Change Alerts - Get notified when bills increase unexpectedly