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Intro

OneLedger is presented as a native Apple app for iPhone, iPad, and Mac that focuses on long‑term wealth planning. The material indicates it brings together accounts, portfolios, property and loans to project and track patrimony over horizon lengths stated as 10–20 years. The app is described as local‑first and privacy‑focused, with user data staying on the device. A version reference of 2.3 appears in the website.

Key Features

• Combine and view accounts, portfolios, property, and loans in a single place, intended to give a consolidated view of patrimony.
• Project and track wealth over long-term horizons (10–20 years) for planning and goal visibility.
• Native Apple apps for iPhone, iPad, and Mac (the website lists those platforms explicitly).
• Local‑first, privacy‑first design: the material states that data stays on the user’s device rather than being advertised as cloud‑hosted.
• Versioning: a reference to OneLedger 2.3 appears on the product page.

Who this is for

This is practical for people who want to plan wealth over multi‑year horizons and prefer managing accounts, property, portfolios, and loans in one place. The captured information specifically targets users of Apple hardware (iPhone, iPad, Mac). The source material does not show pricing, subscription details, or confirm cloud sync, bank integrations, encryption specifics, or support options; those items are not described on the website.