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Getting Started with EasyLedger: A Complete Setup Guide

Everything you need to know to set up EasyLedger from scratch — from installation to your first invoice. Follow along step-by-step and be up and running in under an hour.

Getting Started Guide

Setting up accounting software shouldn't take days. With EasyLedger, you can go from a fresh install to managing real business finances in under an hour. This guide walks you through every step.

Step 1: Download & Install

Head to the Download page and grab the installer for your operating system — Windows, Mac, or Linux. EasyLedger is a desktop application, so there's no browser setup or account creation required.

Run the installer and follow the prompts. Installation takes about 2 minutes on most machines.

Good to know: EasyLedger installs locally — your data never leaves your computer. No internet connection is needed after installation.

Step 2: Launch and Activate Your Trial

Open EasyLedger and you'll be greeted by the setup wizard. Your 30-day free trial activates automatically — no license key or credit card needed at this stage.

The trial gives you full access to every feature, so you can evaluate the software properly before deciding to purchase.

Step 3: Set Up Your Company Profile

The first screen asks for your business details:

  • Business name and address
  • Contact information
  • Logo (optional — appears on invoices)
  • Default currency and tax rate

Take a few minutes to fill this in accurately — it populates your invoices and reports automatically, saving you time later.

Step 4: Add Your First Client

Go to Customers → Add New Customer. Enter the client's name, billing address, email, and any notes. You can add as many clients as you need — there's no limit.

Step 5: Create Your First Invoice

Navigate to Invoices → New Invoice. Select your client from the dropdown, add line items with descriptions and amounts, and set the due date. EasyLedger auto-calculates totals and taxes.

When you're ready, hit Save & Preview to see exactly what your client will receive, then send it directly from EasyLedger or export it as a PDF.

Pro tip: Set up invoice templates with your standard line items. This makes recurring invoices a matter of seconds rather than minutes.

Step 6: Track an Expense

Go to Expenses → Add Expense. Enter the vendor, amount, category, and date. EasyLedger's expense categories map directly to common tax deduction categories, making year-end reporting much easier.

Step 7: Run Your First Report

Head to the Reports section. Start with the Profit & Loss report — it gives you a snapshot of revenue vs. expenses for any date range. This is the number your accountant will ask for most often.

Purchasing Your License

When your 30-day trial ends, you'll be prompted to purchase a license. At $375 (one-time, no subscription), it's less than most accounting software costs in a single year. Visit the Pricing page to purchase.

After purchase, you'll receive your license key by email. Enter it in Settings → License and you're set — one activation per machine.

Need Help?

If you run into anything, the FAQ page covers the most common questions. For anything else, reach out via the Contact page and the team at AEVUM LLC will get back to you.

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