I built EasyLedger to be something you can actually figure out without reading a manual. But if you want a walkthrough — especially for the first time — here it is. Follow these steps and you'll be set up and sending invoices in under an hour.
Step 1: Download & Install
Go to the Download page and grab the installer for your system — Windows, Mac, or Linux. It's a desktop app, so there's no account to create and no browser to open. Just download and run the installer.
The whole thing takes about two minutes. When it's done, EasyLedger is on your machine and ready to go.
Step 2: Launch and Activate Your Trial
Open EasyLedger and you'll see the setup wizard. Your 30-day free trial kicks in automatically — no license key, no credit card, nothing. You get full access to everything right away so you can actually test the software properly before deciding if it's right for you.
Step 3: Set Up Your Company Profile
The first thing to fill in is your business info:
- Business name and address
- Contact information
- Logo (optional — shows up on your invoices)
- Default currency and tax rate
Don't skip this part. It takes three minutes and saves you from having to fix it on every invoice later. Everything you enter here populates your documents automatically.
Step 4: Add Your First Client
Go to Customers → Add New Customer. Put in their name, billing address, email, and any notes you want to remember. No limit on how many clients you can add — add them as you go or front-load them all at once, whatever works for you.
Step 5: Create Your First Invoice
Head to Invoices → New Invoice. Pick your client from the dropdown, add your line items with descriptions and amounts, set the due date. EasyLedger handles the math — totals and taxes calculate automatically.
Hit Save & Preview when you're ready. You'll see exactly what the client sees before you send it. Then either email it directly from EasyLedger or export it as a PDF.
Step 6: Track an Expense
Go to Expenses → Add Expense. Enter the vendor, amount, category, and date. The expense categories in EasyLedger map to common tax deduction categories, so when tax time comes around your records are already organized the way your accountant needs them.
Step 7: Run Your First Report
Open the Reports section and start with Profit & Loss. It shows you revenue vs. expenses for any date range you choose. That's the report your accountant will ask for most, and it's the clearest snapshot of whether your business is actually making money.
Purchasing Your License
When your 30-day trial is up, you'll be prompted to purchase. It's $299 one-time — no subscription, no annual renewal, no price increases. Most accounting software costs more than that in a single year. Head to the Pricing page to buy.
After you purchase, your license key arrives by email within minutes. Enter it under Settings → License and you're done. One activation per machine.
Need Help?
The FAQ covers most common questions. If you can't find what you're looking for, send us a message — we actually read the support emails and we'll get back to you.