Frequently asked questions
Answers for group leaders and members. If your question is not here, contact us.
Access
Does every group and member get access to everything?
Yes. Every group and every member gets full access to all courses, tools, workbooks, and certificates. There are no tiers and no features held back.
What is Ledgerly’s mission?
Real impact, not profit. Ledgerly exists to equip the Group with principles-first financial education. There is no advertising on the platform.
Getting started
How does a group get started?
Register your group, which takes about two minutes. You will receive an invite code to share with members, and you can assign instructors to lead classes. See For Groups for the full walkthrough.
How do members join?
Members create an account using the invite code from their group. The code connects them to their group so leaders can support their progress.
My group is not registered yet. Can I still use Ledgerly?
Ask your group leader to register the group, or contact us and we will help you get connected.
Does it work on phones?
Yes. Ledgerly runs in any modern browser on phones, tablets, and computers, and can be added to your home screen like an app.
Curriculum
What does the curriculum cover?
Eighteen tracks in five stages: Foundations (budgeting, saving, credit, debt, marriage and family), Kids & Teens (a family workbook for ages 6 to 11 and a teen track for ages 12 to 18), Growth (investing, retirement, real estate, insurance, professional ethics), Advanced (portfolio management, tax, business, estate planning, digital finance), and Expert (financial analysis and modeling). See the full curriculum.
Where should someone begin?
With Stage 1, starting at Foundations of Budgeting & Stewardship. The foundations come first for everyone, including people with advanced financial experience.
Is there content for different ages?
Yes. There are courses for kids, teens, young adults, married couples, and seniors, plus a Marriage, Family & Special Audiences track that also serves military families, immigrants, and people starting their first job.
Can we use the workbooks in small groups?
Yes. Each track has a printable PDF workbook with worksheets, exercises, and a capstone project, designed for classes, small groups, and one-on-one coaching.
Is this financial advice?
No. Ledgerly is education, not advice. It does not provide personalized financial, investment, tax, or legal advice. For decisions about your situation, consult a qualified professional.
Privacy
Who can see my information?
Your group’s administrators and instructors can see your course progress, quiz results, and certificates so they can support you. Each group’s data is kept separate from other groups. See our Privacy Policy for details.
Do you sell my data or show ads?
No. We do not sell personal information and we do not show advertising.