LeafLedgerBY PROFITPIN

LEAFLEDGER

Your first month.

Learn the monthly workflow with fictional records. You'll need the LeafLedger Windows application. Keep practice separate from your business records and never submit the sample drafts.

Watch the walkthrough

A narrated tour of the Windows application, with highlighted controls and English captions. Pause to follow along with the practice workspace.

Every company, permit number, address and figure in the practice set is fictional. The drafts it produces are watermarked and must not be filed.
On this page
  1. Open the practice workspace
  2. Look at the setup
  3. Add the month's source files
  4. Prepare the month
  5. Read the review
  6. Practice a missing fact
  7. Keep and recover your work

1. Open the practice workspace

Extract the ZIP to a folder on your computer, for example C:\LeafLedger-Practice. Start LeafLedger and point it at the extracted LeafLedger-Practice folder — either from the prompt it shows on first start, or by running LeafLedger.exe C:\LeafLedger-Practice\LeafLedger-Practice. The overview shows Setup complete.

2. Look at the setup

Open Setup. Two fictional companies — Riverbend Tobacco Works LLC (manufacturer) and Harbor Leaf Imports LLC (importer) — one permit each, one product each (small cigarettes), the source file layouts, the account mapping and the evidence files for August 2026 are already entered. Read each card; this is what you enter once for your own business.

3. Add the month's source files

Open Monthly cycle, type 2026-08 and click Load month. Add sources/manufacturer_month.csv with the manufacturer profile and sources/importer_month.csv with the importer profile. Both are in the practice folder.

4. Prepare the month

Click Prepare this month. LeafLedger reads every row, checks every captured rule and renders the drafts. The status should show numbers RECONCILED and the month REVIEW REQUIRED.

5. Read the review

Open Review & export. Two kinds of item stay open on purpose: MISSING_OFFICIAL_SUPPORT (the official copy of a form is not among the evidence) and OFFICIAL_RENDERING_UNVALIDATED (drafts are watermarked). Scroll to the draft lines: line 7.d, opening stock, is 100,000 sticks, and every number names the source rows behind it. Open a PDF. Nothing here is submitted.

6. Practice a missing fact

Back in Setup, remove the mapping for taxable_removal under Account mapping and save. Prepare 2026-08 again with the correction reason "practice". The month now stops on an unknown account instead of guessing. Add the mapping back, save, and prepare once more; the result returns. For a real business, obtain the fact before mapping it — never copy the sample.

7. Keep and recover your work

History lists every preparation; corrections supersede, nothing is deleted. On the overview, create an encrypted backup with a passphrase you choose; the passphrase is never stored, so keep it safe.

Quick checklist

Questions: support@getleafledger.com

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