Getting Started

Anchorline is ready to use within minutes. Follow these steps to create your first workspace and ledger hierarchy.

1. Create your workspace #

1. Sign up from the marketing site or go directly to https://app.anchorline.io/auth/signup.
2. Name your workspace, invite collaborators (optional), and choose your default ledger type.
3. Set your locale preferences for currency, number formatting, and date style.

2. Create your first ledger #

Ledger: Household Budget (Balance)
Children: Groceries, Utilities, Savings
Opening balance entry: +2500 (context: "Monthly funding")

• Click New ledger and select Balance for quantities you plan to add or subtract.
• Add child ledgers to represent categories. The parent will roll up totals when you add entries.
• Use tags such as #recurring or #reimburse to make filtering simple later.

3. Append entries #

Each entry captures:

• Direction (credit or debit)
• Amount
• Optional reference (invoice, person, or ledger link)
• Notes and attachments (images, PDF receipts, etc.)

Append entries for income, expenses, or adjustments. Anchorline automatically maintains running totals so you never overwrite prior data.

4. Share with the people you trust #

Invite household members or collaborators from Workspace settings → Members. Assign roles:

• Maintainer: can append entries and manage settings.
• Contributor: can append entries but not change configuration.
• Viewer: read-only access for audits or accountability partners.

5. Export anytime #

From any ledger, open Export and choose CSV or NDJSON. Exports include deterministic ordering, stable IDs, and schema metadata. You can rerun exports to compare snapshots or feed automations.

Next up: review Core concepts to learn how balances, collections, and child ledgers fit together.