LiveDiagnosis: informal money records break trustSolution: purpose-built ledgersOutcome: clear shared balances
Ledger turns sensitive, everyday money situations into clear records. Flat18 handled the product framing, interface design, ledger workflows, receipt-assisted entry model, reporting surfaces, privacy boundaries, and shareable public views.
Problem found
Informal balances get split across messages, banking apps, receipts, screenshots, and memory, which makes sensitive money conversations harder.
Flat18 diagnosis
Users needed a shared factual record, not accounting concepts. The product had to feel as quick as a note and more trustworthy than a spreadsheet.
Solution shipped
We designed ledgers with type-specific labels, fast entries, optional receipt detail, preserved edit context, useful reports, and read-only sharing.
Customer value
People can explain what happened, when it happened, what evidence supports it, and what the balance is now without exposing private notes.
What Flat18 handled
- Translated everyday money tracking into plain-language workflows for real-life situations
- Kept quick entry simple while allowing detail when receipts or context matter
- Designed trust features around private notes, correction context, and read-only sharing
- Built reporting around practical questions instead of finance jargon
Key capabilities
- Purpose-built ledgers for loans, budgets, trips, households, and project spending
- Fast entry with amount, direction, date, description, vendor, and category
- Receipt upload with OCR-assisted amount, date, vendor, and line-item suggestions
- Reports filtered by date, category, and search text
- Read-only public links with private-note controls