Getting started
UpRightly keeps a double-entry ledger on your machine. The desktop app is a one-time purchase. It works offline and stores data in a local SQLite file that you own. The web app is a separate subscription for household sharing and bank connections; it is online-only in the first release.
Install the desktop app
- Download the installer from the download page, or run
pnpm dev:desktopfrom this repository. A 30-day trial starts on first launch. UpRightly isn’t available to purchase yet. - Open the app. It creates
ledger.sqlitein the application data folder, applies the schema, and seeds the category tree, including Uncategorized. - Create a checking or cash account, then open its register.
You can move or back up the SQLite file. Treat it as your data. Do not keep the live file in a folder that another tool syncs. Backups in those folders are fine.
Your first transaction
- Open the account from the sidebar.
- Enter a payee and a payment or deposit.
- Leave the category on Uncategorized if you are not sure. The app will not pick a category for you.
- Save. The Inbox count increases until you assign a real category.
Amounts are stored as integer cents for USD. Splits must balance or they are not saved.
Keyboard
- N focuses a new register row
- ⌘K / Ctrl+K opens search
- ⌘Z undoes the last change in this session
Desktop versus web
| Desktop | Web | |
|---|---|---|
| Works offline | Yes, indefinitely | Not in v1 |
| Where data lives | Local SQLite file | Cloud household |
| Register, accounts, categories | This release | Same rules; web focuses on sharing, banks, alerts |
| Price (planned) | $59 one-time | Free manual, $5 / month, or $49 / year |
Sync
The header chip always shows sync status. Open Sync to choose Cloud or Private, save a recovery key, restore a backup through a confirm-diff, or rebuild this device. See Sync setup and Private vs Cloud sync.
Importing existing data
Open Import and choose a QIF, OFX/QFX, CSV, or JSON file you exported yourself. The format is detected from the contents. Re-importing the same OFX does not create duplicates. Migration wizards for Moneydance and Quicken use those public exports only.