Getting Started with Project Ledger
Getting Started with Project Ledger
The comprehensive guide to launching your first portfolio and tracking investments.
Core Concepts Explained
Before you begin, it helps to understand how Project Ledger organizes your data.
Portfolio Group
The top-level "umbrella." It represents your investment club, partnership, or holding company (e.g., "Yaoundé Ventures").
Project
Specific ventures within a group (e.g., "Snack Bar Construction"). Each project has its own budget and team.
Transactions
The financial heartbeat. Every expense, revenue item, or capital contribution is logged here.
You can be the Owner of multiple Portfolio Groups and a member of many others using a single login account.
Your Onboarding Journey
Create Your Portfolio Group
Your journey begins by creating a home for your investments.
- Navigate to Portfolios.
- Click New Group.
- Enter Portfolio Name & Description.
- Click Create Group.
Launch Your First Project
Now that you have a group, it's time to add a specific venture.
- Click New Project on Dashboard.
- Set Target Budget & Currency.
- Click Launch Project.
Invite Team & Define Equity
Bring your partners on board via the Team & Equity dashboard.
- Add members via email and assign roles (Associate/Manager).
- Set Target Equity % in the Cap Table.
- System calculates required capital automatically.
Start Logging Transactions
With your team in place, you are ready to track finances.
Need more help? Contact Support