Changelog

Telephone & Internet for phone and internet bills from your bank

A phone or internet bill, such as Rogers, Telus, Bell or Shaw, that came in from a connected bank arrived in Stage under Rent & Utilities. Ledg read only the bank feed's broad group, which puts phone service with utilities. That category is filed as rent on your tax return, and a phone or internet bill is not rent. These bills now arrive as Telephone & Internet, and the note on a bill your AI agent recorded as personal now points a business phone bill there too. If a phone or internet bill sits in Stage or your Ledger under Rent & Utilities, change its category to Telephone & Internet.

Overview balance for a Quebec GST and QST return

For a Quebec business registered for both GST and QST, the Money card on the Overview showed only the GST owing or refund, while your one return with Revenu Québec adds the QST balance to it. The card now reads GST and QST and shows the same single balance Deadlines shows for the open return: GST collected less credits, plus QST collected less input tax refunds. Settings now names Revenu Québec beside QST registered and the QST filing frequency. Nothing in your books changed, so there is nothing to do.

Website login links ready when the page opens

Log in and Start free were missing from the website header until Ledg finished checking your session. The links now appear as soon as the page opens, and Log in is also available in the phone menu while that check is running. If you are already signed in, Open app appears when your session is confirmed. The public login screen can now be discovered by search engines. To return to your books, choose Log in on the website or use your existing bookmark.

GST/HST return lines 103, 104, 106 and 107 on Deadlines

Deadlines labelled the GST/HST you collected as line 105 and your input tax credits as line 108. Those two lines are totals: line 105 adds lines 103 and 104, and line 108 adds lines 106 and 107, which most returns ask you to enter apart. Deadlines now shows 103 and 106, with 104 and 107 when they are not zero, the net on 109, and a note for TELEFILE, which asks for 105 and 108 instead. The Quick Method note now says line 101 times your rate goes on line 103. Line 109 was right either way, so a return you already filed needs no change.

Customer refunds on amount 3B of your T2125

Refunds you gave customers were taken off amount 3A, your gross sales, on the T2125 preview. CRA asks for gross sales on 3A and returns on 3B (3I for professional income). They are now on 3B, so 3A shows your gross sales as CRA asks. Amount 3C and your net income are the same as before, so nothing needs to change on a return already prepared.

A card that is really your own moves to Paid personally

If you added your own credit card to Ledg as an account so you could record business purchases, Settings, Accounts now offers This is my own card. It moves those purchases to Paid personally in one step, so your balance sheet shows what the business owes you instead of a card balance, and their GST/HST follows the paid personally rules. The card stays in Settings, outside your books, and Undo the move puts everything back. Your accountant's package now lists each purchase paid personally and when it was paid back.

Payments that pay you back for purchases you paid personally

When your corporation or partnership pays you back for purchases you paid personally, pick Pays you back on the payment, link it under Pays back, or ask your AI agent to link it. What the business owes you goes down, and the GST/HST on those purchases comes back on the return for the period it paid you. A corporation answers one question in Settings, Sales tax, first: whether it has paid you a salary or director's fees, or what your accountant said. Until then that GST/HST stays in the cost.

Email signup creates your account

Signing up with an email address and password could stop with a message that the confirmation email could not be sent, and no account was created. Now the signup form creates your account and sends the confirmation email, and after you confirm, the business name you typed is already filled in when you add your business. If you saw that message, sign up again with the same email address.

Accounts with entries in your Ledger stay in your books

Removing an account left its committed entries with no account, which put your balance sheet out of balance by their total. Now an account that holds entries in your Ledger cannot be removed, and a Stage entry with no account waits under Needs account until you pick one, so it is never committed without one. All the lines of one statement get an account together in one step, and a file import now asks for its account. If your package shows Entries with no account, move each one back to Stage and give it an account.

Car sales tax that waits, named on every page

When a sole proprietor uses a car under 90% for the business, its GST/HST and QST come back a part each December 31, not when bought. Some pages did not say so: a return holding December 31 could show a figure with no word that the year's car credit was waiting for kilometres, money back on the car could drop out of the notes, a return marked filed still listed the credit it carried, and the receipt panel showed a claimable $0.00. Now Deadlines, Overview, Performance, the financial statements, the accountant pack and the receipt panel each say what waits, what is held and what is included. If a year's kilometres are missing, add them in Settings under Tax profile.

Stage and New entry say when your access cannot be checked

If Ledg could not check your access to a business, Stage and New entry kept showing a loading screen that never ended, and right after you switched businesses they could briefly go by the access you had on the one before. Now both pages wait for your access to the business on screen, and when it cannot be read they say so with a Reload button instead of loading forever. Nothing in your books changed. If you see the message, reload the page.

Rules from New entry checked the same way as Stage

Saving an entry on New entry with a category made a rule for that supplier every time: from one Personal pick, for transfer wording or a tax authority, and over a rule of the other kind. New entry now makes a rule only where the same pick in Stage would, and says before you save when your rule stays as it is. Both now also see a rule that reaches the supplier under another spelling or its display name. Notices that said a row waits in Check now say it waits in Stage. If you recorded a supplier as personal on New entry, check its rule on Rules.

Receipt tax kept whole when attached to the bank's entry

Keep the bank's, attach the receipt copied a receipt's GST and PST one box at a time. A bank entry with GST of 0 and no PST could take the receipt's PST, keep its own GST of 0 and keep a total of 0, so the receipt's GST was lost and the total no longer added up. The receipt's tax now moves as a whole, and only onto an entry with no tax. When both have tax and the amounts differ, Ledg asks you to set the same on both first. The dialog now says this. You do not need to change anything.

Sales tax answers that can stay Not set, with unknown dates named on Deadlines

Ledg no longer makes you say how you file sales tax. PST registered can be switched on in Settings, at sign-up or by your AI agent without saying how often you file, and the GST/HST frequency, the PST frequency and the month a PST period ends in can each go back to Not set. Deadlines says what it does not know, such as PST dates not known, and its questions sit under Not known yet, no longer under Needs you on the Overview. With no GST/HST frequency the return is still listed yearly, its row reads Assuming yearly returns, and Settings shows Not set where it showed Annual. If your AI agent does not offer the month yet, reconnect Ledg in your AI app and start a new chat.

Plan of each business shown beside its name

Solo is $4 a month or $24 a year for each business, so a second business under the same login has its own plan. The business switcher and Settings, Businesses now show Solo or Free beside each business. On a business that is on Free, Settings, AI agents names it, and the bank connection page says Solo is needed on this business. The screen where you approve an AI app lists the businesses it will work in, and an AI agent refused on a Free business is told the business by name. A free Solo period that has ended counts as Free at once, bank feed included, and an accountant's invite carries six months of free Solo. To put Solo on another business, open it, then Settings, Billing.

Entry actions in one menu beside Close

The side panel of an entry had a row of buttons hanging under its cards: Change to money in, Leave out of the books or Delete in Stage, and Move back to Stage in the Ledger. They now open from the three-dot button beside Close at the top of the panel, so the panel ends with History. Stage's More menu held one link, Vendor rules, which the sidebar already has as Rules, so More is gone. An entry from your bank feed now reads From your bank feed however it reached Stage. Nothing in your books changed, so there is nothing to do.

Entry History as a timeline, one row per hand

History in an entry's side panel is now a timeline. Each person, AI agent, the bank feed and Ledg has a round mark on one line down the card, each AI agent in a colour of its own. A row says who did what and the day, and nothing more: what a receipt reading filled, the file it read and a tidied supplier name open from the small arrow after the words. An AI agent's work on an entry is one row until someone else touches it. A corrected amount or tax shows on a small card as the old figure, an arrow and the new one, and notes are speech bubbles. The box for a note sits at the foot of the line.

GST that cannot be claimed, in one row with its reason on demand

GST or HST from a supplier on CRA's simplified registry, such as OpenAI or Anthropic, cannot be claimed back, and the entry's side panel said so with a sentence and a button under the figure on every such entry. It is now one row like the others: the amount with the words not claimable. Press it to read why in plain words. If the receipt shows a regular GST/HST number, the same place has Count it as claimable, which replaces the old Claimable after all button. Nothing in your books changed, so there is nothing to do.

Entry History that says each day's work once

History in an entry's side panel listed every write an AI agent made, so one receipt read several times showed the same line again and again, with long bank names crossed out and changes to values the panel has no row for. History now says what each person or AI agent did in a day once: what was read or set in one line, and a row only for a value that was corrected, with the old value after the word was. A reading that changed nothing you can see is left out. The text is larger and darker, and only figures are crossed out. Nothing in your books changed, so there is nothing to do.

Entry side panel in three cards, with a History that reads at a glance

The side panel of an entry in Stage and the Ledger is three cards instead of six. The top card holds the supplier, amount, date and description, edited in place, with the entry's next step and Commit under them. The second holds category, tax, account and receipt: a file dropped anywhere on the panel attaches, and removing one asks first. History is the third. Each action is one line with who did it and when, a changed amount keeps the old figure crossed out beside the new one, and notes sit under the change they explain, with the box to leave one at the bottom. The paragraphs that explained each field are gone. Where a reason helps, it is a word beside the figure.

Cancel for a Solo plan that has no business

Deleting a business does not cancel its Solo. The plan moves to another of your businesses that is on Free, or waits for the next business you add, and a waiting plan showed nowhere in Ledg. The delete dialog now says what happens to the plan. A plan that waits is listed in Settings, Businesses with the date it is paid until and a Cancel button, and Settings, Billing points to it. If you deleted your only business, the page for adding a business shows the plan and Cancel Solo. Canceling follows the usual rule: a full refund within 24 hours of a payment, otherwise Solo ends when the paid period does. If you deleted a business you were paying for, open Settings, Businesses.

Stage lines from your bank, a statement or a file kept, not deleted

Delete in Stage removes only entries you typed and receipts. A line from your bank feed, a statement or an imported file is never removed by Delete: its row menu reads Leave out of the books. Not the business's? Record it as personal. A bank feed line can be left out as a copy of an entry in your books, as dated before they start, or as a charge your bank took back. A statement or file line left out as dated before your books start stays in Stage under a new Left out view, never committed, with Bring back into Stage on its menu. On a statement line that may repeat a bank feed charge, Same charge takes that one line out, with Undo, and Two charges keeps both.

Receipts moved onto the bank's line for the same purchase

When Stage holds a receipt's entry, or one you typed, and your bank's line as a possible duplicate, you can now put the two together. Choose It is a duplicate on the bank's line: Stage asks Same purchase as your receipt? and offers Keep the bank's, attach the receipt. The receipt moves onto the bank's line, its tax and category fill in where that line has none, the other entry goes, and Undo puts both back. For a business that is not incorporated, the business use fills in the same way. If it differs from the bank line's, or would land under another category, Stage asks you to set the same on both. A statement or file line works the same, and Keep both leaves the two as they are.

TFSA, RRSP and investment accounts kept outside the books

A bank connection can bring accounts that are not the business's. A TFSA, RRSP or other registered plan is never a business's account, and Ledg keeps bank accounts and cards, not investment accounts. When you connect a bank, these accounts now show the reason in place of a switch, and they are not offered where you pick an account. Settings, Accounts now has a Not part of the books list: an empty such account in your books has moved there, and one only named like a registered plan waits there until you bring it back with It is the business's. A transfer to or from your own registered plan, when your bank's description names that account, arrives in Stage already filed as personal, ready for you to commit.

Bank accounts and cards marked only personal

A connected bank can bring an account or card that is yours and not the business's. You can now answer No, only personal: where the Inbox review asks whether you use a card for business purchases, from Personal on a card payment in Stage's bank list, or with Only personal, not the business's in Settings, Accounts. The account leaves your books, its feed stops, and payments to it from the business's account count as personal. It moves to Not part of the books in Settings, Accounts, where It is the business's brings it back. An account with entries, statements, closed months or an opening balance stays in your books, and Settings says what keeps it there.

Personal for a corporation, recorded as Owner Withdrawal and Owner Deposit

For a corporation, Personal on money out is recorded as Owner Withdrawal: money the company paid for you. You owe it back unless your accountant records it as pay or a dividend, and Ledg says so where you record it: on Personal in Stage's bank list, in the category list and in the Leave out of the books dialog. Money in is recorded as Owner Deposit, money you put into the company, and money back on something the company paid for you lowers Owner Withdrawal. Neither is income or an expense.

Rules that file only money on their own side

A rule is kept for a supplier, so it used to file every line from that supplier, money out and money in alike. A rule for a cost, such as Staples to Office Supplies, now files only money out, and a refund from Staples waits for you to choose its category. A rule for income files only money in. Under a rule that records a supplier as personal, money in from that supplier arrives in Needs review with a note, so a payout or a sale is never recorded as personal without you. Transfers, Tax Remittance and categories you made yourself still work both ways. On the Rules page, each rule now counts only the lines it would file.

Rules no longer made from one Personal pick on an entry in Stage

A category you chose in Stage used to make a rule for that supplier every time. A Personal pick on an entry already in Stage no longer makes one: one personal coffee does not make that shop personal. There, a business pick never replaces a personal rule, nor a Personal pick a business rule. On a single entry, Stage says your rule still stands and to change it on Rules. No pick there makes a rule from transfer wording, or for a tax authority or government payer. For any other supplier with two or more transactions recorded as personal and none as business, Always personal from now on offers a rule after the Inbox review, and the Rules page proposes one.

GST/HST credits a return holds or leaves out, listed on Deadlines

For a business that is not incorporated, a GST/HST return's side panel on Deadlines now lists what the return leaves out and why: credits on vehicle costs held until that year's kilometres are in, the credit on a vehicle held until you set what it is and its business use when bought, the credit on a car that comes back a part each year, and the personal part of costs, which is never claimed. Held lines link to where you answer, and Overview says when vehicle credits are held. A credit that becomes known after you marked a return filed lands on the next return still open. A business use change that would alter a filed return is refused and names that return.

T2125 Preview warnings for missing home office and vehicle answers

For a business that is not incorporated, the T2125 Preview, its PDF and its CSV now follow each tax year's answers. When one is missing, a warning says which and what it holds back, with a link to its place in Settings, Tax profile: what your home workspace is, whether you live in it, its hours and floor areas, the year's kilometres, a vehicle's kind and its business use when bought. Home costs entered in Tax profile and also under Rent & Utilities are flagged, since they would count twice. The home office lines say how the business share was worked out, line 9932 includes the personal part of partly personal costs, and a car's yearly GST/HST credit has its own row.

Industry code check, kilometres so far and carried-forward home office in Tax profile

Settings, Tax profile has more for a business that is not incorporated. The industry code is checked against NAICS Canada 2022 and shows its title; for one not on the list, Find your code opens the list and Use it anyway keeps it. Kilometres can be a figure so far during the year, with Logbook up to for the day it runs to. The home office amount you could not deduct last year is worked out from that year's T2125 and shown as Carried forward, and Copy from fills a year's blank home office from one you answered. A vehicle bought through the business is marked under Capital assets, in place of the Vehicle class row. Welcome asks a new business what its home workspace is.

Owner money, asset details and left-out lines for AI agents

When your AI agent saves a receipt, it can no longer mark the transaction as personal or as owner money: it records a transaction as personal as its own step, and Ledg holds or refuses that by the same rules whichever way it asks. Owner money it sets through a category may now wait in Needs review with a note. For a business that is not incorporated, a receipt it saves can carry an asset's class, vehicle kind and business use, and it is told which T2125 answers are still missing. When it searches your transactions, the ones left out of your books are marked, and it cannot change a statement or file line left out as dated before your books start.

Business use, personal and left-out lines in the handoff pack and Activity

The handoff pack now carries more for your accountant. Bank transactions you left out of the books without a reason are listed in their own file, and the bank reconciliation notes them, so the gap to the bank's balance is not read as an error. For a business that is not incorporated, the general ledger file has a Business use % column, and the README says which vehicle credits are held, which come back a part each year, and what is not claimed as personal use. Activity now lists these changes with who made each one: a transaction recorded as personal, a statement or file line left out or brought back, an entry's business use, and each tax profile change with its tax year, before and after.

Card change in Settings, Billing, with an overdue payment paid at once

When a Solo payment did not go through, the sidebar asked you to update your card, but Settings, Billing only gave an email address. Billing now shows when the card on file expires, with a Change card button beside it. If a payment is owed, the card form shows the amount, and saving the new card pays all of it right away, so bank sync starts again without waiting for the next retry. If that payment is declined too, the new card stays saved and Billing says the payment did not go through. If you see Payment failed, open Settings, Billing and choose Change card.

Solo renewal stated before you pay, and refunds only for payments taken

The card screen for Solo showed the price, but only the Terms said the plan renews. A line above the Pay button now says Solo renews every month at $4 CAD, or every year at $24 CAD, for that business until you cancel, and that you can cancel anytime in Billing. Cancel also offered a full refund in the day after a renewal that did not go through, for a payment that was never taken. A refund is now offered only within 24 hours of a payment that went through. Otherwise canceling stops the next renewal. There is nothing to do.

Entries with an open note no longer offered for commit on Bank statements

On Bank statements, a month could count an entry as ready to commit while a note on it was still open, such as a question from your AI agent. Stage holds such an entry in Needs review until you close the note, so the Commit button under the month left it in Stage and said only that it had changed. The page now reads each entry the way Stage does: one with an open note shows Check it in Stage and is not counted for the commit. No entry with an open note reached your books this way, so there is nothing to check. To commit one, open it in Stage and close its note.

T2125 Preview as your accountant sees it

An accountant you invited to a sole proprietorship or partnership could open the T2125 Preview, but theirs was built without your tax profile: no industry code, no home office, no kilometres and no balances from before Ledg, so its figures were not the ones you saw. Only the owner could read those details. Your accountant's T2125 Preview now reads the same tax profile as yours and shows the same figures. If your accountant reviewed your T2125 Preview from their own sign-in, ask them to open it again.

QST and PST lines in the Financial statements trace

In Financial statements, Trace follows an entry to every line it lands on. For a Quebec purchase it showed only the expense and the GST line and left out the QST that comes back. PST or QST collected on a sale was missing the same way, so an entry's lines did not add up to what was paid. Each entry now also lands on the QST or PST line, and its lines add up to its amount. The figures on the statements themselves were right and have not changed, so there is nothing to do.

Receipt details inside an entry's Properties

The receipt drawn in an entry's side panel repeated the supplier, amount, tax and category listed right above it, so it is gone. What only it showed now sits in Properties: the items the receipt listed, the GIFI code or T2125 line for the category, the supplier's GST/HST number, the tax you can claim when it differs from the tax charged, and, in amber, what CRA still needs on the receipt before its GST/HST can be claimed. The Note row is now called Description, and the CSV export names its columns Supplier and Description to match. History shows the three latest changes, with Show more for the rest.

Move back to Stage shown in red with an undo arrow

Move back to Stage is how an entry leaves your Ledger, so it now looks like it: red, with an undo arrow, in the entry's side panel, in each row's menu, on the bar that appears when you tick several rows, and on the button that confirms it. Nothing about what it does has changed. The entry goes back to Stage with its category, tax, receipt and entry code, and it stops counting in your reports until you commit it again. A row inside a month you closed still shows the button dimmed, with the line that says where to reopen that month.

Solo price shown per business across the site

Solo has always been priced for each business, but most places that quoted its price said only $4 a month. The pricing page headline and rate sheet, the comparison pages, the share cards for pricing and sign-up, and the Billing view of a business already on Solo now say $4 a month per business, or $24 a year. What you pay does not change. If you run more than one business in Ledg, each one you want on Solo has its own plan, and the rest keep their books on Free with no entry limit.

Business name on the Solo upgrade and checkout

Solo is priced for each business, at $4 a month or $24 a year, but Settings, Billing did not say which business an upgrade was for. The Upgrade to Solo card and the checkout after it now show a Covers line with the business's name and a note that each business has its own plan. If you run more than one business in Ledg, open Billing from the business you want on Solo and check the Covers line before you pay. A business you leave on Free keeps its books with no entry limit.

Solo renewal check-in in the Inbox

When your paid Solo plan renews within a week and nothing new has gone into your books for a week, the Inbox now shows a notice from the Ledg team. It says the day Solo renews and how long your books have been quiet, and asks whether Ledg is doing what you hoped. Send feedback in the sidebar reaches a person, who answers in your Inbox. If you no longer need Solo, the notice links to Settings, Billing, where you can cancel before that day and keep your books on Free. A plan already set to end gets no notice. It comes once for each renewal, and opening it clears its dot.

Contact note checked for card numbers before it leaves the page

The contact page is now one note to one inbox. Write about anything, from a question before you sign up to a bank feed that stopped syncing or a number that looks wrong, and pick what it is about to see what to include. Before the note leaves the page, it is checked for card numbers, SIN and passwords. If one is there, you choose to hide it or send it as written, and the page then shows exactly what was received. Signed in, you are not asked for your email, and when we answer, the answer shows in your Ledg Inbox. Email to info@ledg.ca still works for anything.

Ledg team notices in the Inbox

The Inbox now carries notices the Ledg team posts to everyone using Ledg, with the same unread dot as your other notices. The first one lists what changes in the Terms of Service and the Privacy Policy on October 15, 2026, with links to both pages, and it stays until that date. Open it once to clear the dot. If you use Ledg for more than one business, each business shows it until you open it there. Nothing else in the Inbox changes.

Free plan with no entry limit

The Free plan used to stop confirming new entries once a business had 100 confirmed entries, counted over its whole life. That limit is gone. On Free you can type, import and confirm as many entries as your business has, and your reports, exports and accountant's pack work as before. Solo, at $4 a month or $24 a year for each business, now stands for what it adds: your bank feed and the connection to your AI agent, which drafts entries for you to confirm. Nothing changes if you are already on Solo. If you held back entries on Free because of the limit, you can confirm them now.

Rounded row highlights on Stage and the Ledger

The grey highlight on a row in Stage and the Ledger, when you point at it, open it or tick it, now has rounded corners like the rest of the app's lists. Rows you tick next to each other join into one block with rounded ends, so a selection reads as one group. Moving through the rows with the Tab key showed no mark on the row you were on beyond a faint shade; a green ring now outlines it. Nothing to change on your side.

One email address for everything

Ledg used to list separate addresses for support, billing, privacy, security and press, even though they all reached the same inbox. Every page, error message, billing notice and policy now gives one address: info@ledg.ca. Write there about anything, from a bank that will not connect or a question about your plan to a privacy request or a security report. Mail sent to the older addresses still reaches us, so nothing you already sent is lost, and replying to an earlier email from us works as before. Use info@ledg.ca from now on.

Homepage link opens in a new tab

The Back to ledg.ca link in the workspace menu used to replace the dashboard with the homepage in the same browser tab. It now opens the homepage in a new tab, keeping the dashboard open where you left it. A small external-link icon beside the label shows this before you click. Choose Back to ledg.ca whenever you want to browse the website, then return to your existing dashboard tab to continue.

LinkedIn company page

Ledg now has an official company page on LinkedIn at linkedin.com/company/ledg-ca. The page introduces our bookkeeping software for Canadian small businesses and the AI agents they work with, including bank connections, receipts, sales tax tracking and accountant handoffs. Use this page when sharing Ledg with your network or checking which company profile belongs to ledg.ca. You can follow the page from LinkedIn.

Signup message when the confirmation email cannot be sent

When you signed up with an email and password and Ledg could not send the confirmation email, the page still said Check your email, so you waited for an email that never came. The same happened when the signup never reached Ledg at all. The page now says the confirmation email could not be sent, or that Ledg could not be reached, and keeps what you typed so you can try again or continue with Google. If you signed up recently and no confirmation email ever arrived, sign up again with the same address or continue with Google.

Saved rules reaching Amazon, Vercel and Namecheap bank lines again

Bank lines from a few well-known suppliers, such as Amazon Marketplace, Vercel, Namecheap and Proton, could arrive in Stage under a short supplier name instead of the words your bank sent. A rule saved from the bank's words could then miss those lines, and the Rules page stopped offering some rules your books already follow. These lines now show and arrive under the bank's words again, so every rule you saved reaches the same lines it reached before. You do not need to do anything. A line already in Stage keeps the name it has, and you can rename it there.

Receipts linked when the bank spells the supplier differently

A receipt your AI agent saved could keep waiting after its transaction had arrived, because the bank wrote the supplier's name another way, with a card prefix, a web address or the brand run together, or because the receipt showed no currency. Ledg now compares supplier names word by word, sets aside company endings such as Inc or Ltd, and no longer holds a receipt back for a missing currency. Receipts already waiting have been checked again. When a receipt still has no clear match, your AI agent now lists the likely transactions and can link the receipt to the right one, original included. You do not need to send any receipt again. If one is still waiting, ask your AI agent to link it.

Failed Solo payment shown where you work

When a Solo payment did not go through, bank sync stopped, but the only place that said so was Settings, Billing, and connecting a bank told you to upgrade to the plan you already have. The sidebar now says Payment failed and Bank sync paused, with a link to update your card, and Connect a bank says the same instead of asking you to upgrade. Your AI agent keeps working while the payment is sorted out. If you see Payment failed, update your card in Settings, Billing, and bank sync starts again.

Add your business form that shows what is missing

The form for your first business said only the name was required, but it also needed the date you started, and when that date was missing its message appeared far above the button, so pressing Save and continue looked like it did nothing. The form now says the name and the date you started are both required, and pressing Save and continue with either one missing takes you straight to that field with its message in view. If you stopped at this step before, sign in again and finish adding your business.

Ledger entries move back to Stage instead of being deleted

Deleting an entry from the Ledger removed it for good with its category and tax, and nothing put it back in Stage. The Ledger now moves entries back to Stage instead. Each one keeps its category, tax, receipt and entry code, waits in Stage until you commit it again, and gets the same code back when you do. Only Stage deletes. If you deleted an entry your connected bank sent, it waits under Review bank transactions, where you can move it to Stage again. For any other deleted entry, if a month on Bank statements reads as off, send that statement again from your AI agent.

T2125 Preview figures for vehicles, capital assets, partners and the Quick Method

The T2125 Preview dropped capital cost allowance after the year an asset was bought, claimed all of a car's allowance when it is partly personal, counted lease payments twice, kept the GST/HST sent under the Quick Method in income, and let a partner's home office create a loss. Allowance now carries into later years, a car claims its business kilometres share, a lease counts once, Quick Method income uses CRA's rates with the 1% credit, and a partner's home office stops at their share. The preview also says when entries still wait in Stage or your books start after January 1. Check your kilometres and partnership share in Settings, Tax profile.

Financial statements T2125 pages that match the T2125 Preview

The Form T2125 pages in a sole proprietor's financial statements counted meals and vehicle costs in full, left out capital cost allowance and printed two lines the form does not have, so they could disagree with the T2125 Preview. They are now built from the same figures as the preview. A partner sees their own share of the partnership's profit, statements use owner words instead of shareholder and corporate account wording, drawings and contributions cover the period shown, and the accountant pack names the right T2125 lines with its dates in order. Download the package again before you send it to your accountant.

Privacy Policy and Terms that match what Ledg does

Parts of our policies no longer matched the product. The Privacy Policy said Ledg keeps no record of the requests a connected AI agent makes, though Ledg logs which tools it used, and called usage signals anonymous, and cookie settings showed analytics switched on before you chose. The policies now describe what Ledg does today, cookie settings start with analytics off, and the cookie, security and service provider pages are sections of the Privacy Policy. The Terms and the Privacy Policy change on October 15, 2026. A notice at the top of each lists what changes, so read it before then.

Tick boxes on Stage and the Ledger sit inside the row

The tick box at the start of each row on Stage and the Ledger sat flush against the left edge of the row's highlight. It now sits a little way inside the row, with the same room before it as the row's menu has at the other end, and the arrow that folds each month or account heading lines up above it. Where you click to tick a row, and the status mark beside the box, work as before. Point at any row to see it.

GST/HST and personal tax dates for partnerships and sole proprietors

A partnership that files GST/HST once a year was shown the April 30 payment and June 15 filing that apply only to a sole proprietor, and instalment rows could say Not needed when the books covered only part of the year that decides them. A partnership now sees its annual return and payment due together three months after its year end, and instalment rows say when they would be owed until that whole year is in the books. A sole proprietor's April 30 marks now read T1 payment and GST/HST payment, Overview paces the books to them, and the personal tax row lists the instalment dates. Open Deadlines to see your next dates.

Owner Draw and T2125 lines for a sole proprietor's AI agent

An AI agent connected to a sole proprietorship or partnership was shown corporate wording for owner money, such as shareholder accounts and dividends, and corporate account codes. It now sees Owner Draw and Owner Investment and the T2125 line each category lands on. When an agent files the owner's own pay as Salaries & Wages in a business with no payroll, or personal income tax as Tax Remittance, the reply tells it both are Owner Draws, and a personal tax refund an Owner Investment. Corporations see the same list as before. Refresh Ledg in your chat app so your agent loads the new descriptions.

Sole proprietor wording across Ledg

Several screens spoke to every business as a corporation. For a business that is not incorporated, the command palette now offers T2125 Preview and no Minute book, and an old Minute book link says there is none. Receipt cards show Owner Draw or Owner Investment and the T2125 line instead of a corporate account code. Activity calls a start date a start date, empty screens say No business selected, and Settings mentions minute books only to corporations. The business number field says it can stay blank until you register for GST/HST or payroll. There is nothing to do.

Accountant invitations that create the client's business

Accepting an accountant's invitation to Ledg stopped with an error before the client's business was created. The accept page now asks what kind of business it is and when it was incorporated or started, then creates it on the right tax path: T1 and T2125 dates for a sole proprietor or partner, T2 dates for a corporation. The page says You own the business, and the invite form asks for the client's business name. If an invitation failed for you, ask your accountant to send it again.

Solo notice on bank connection lists what Solo adds

When you tried to connect a bank on the Free plan, the notice said Solo includes statement export. That was wrong: financial statements, reports, CSV export and your accountant's pack have always worked on Free, and they still do. The notice now lists what Solo actually adds: bank sync and your AI agent connection. Nothing about your plan or your books has changed. If you held off exporting because of that notice, open Financial statements or Performance and export on the plan you have.

Money in and money out changed only on purpose

The Money out or Money in words beside an entry's amount also worked as a switch: one click turned the entry the other way and could take its category off, even on entries from your bank. They are now only a label. Entries from your bank feed, a bank statement or a CSV file keep the direction that source gave them. On a receipt, or an entry you or your AI agent recorded, Change to money in under the entry's details first says what else changes, such as the category and which side its sales tax counts on. If an entry lost its category after a click on that label, pick its category again.

Sole proprietorships and partnerships kept as chosen at sign-up

Choosing Sole proprietorship or Partnership when you added your first business saved it as a corporation, and the sales tax, payroll and reminder answers on the same form were not kept. Deadlines then showed corporate T2 dates instead of your T1 and T2125 dates, and GST/HST returns were missing. Sign-up now keeps every answer on the form, so a sole proprietor or partner starts with T1, T2125 and GST/HST dates from the first day. If you signed up earlier, open Settings, General and check Type, GST/HST and PST, then change anything that does not match your business.

Unusual tax from your AI agent waits for your check

Your AI agent refused to record GST or PST above what a purchase of that size usually carries, so an invoice from a customs broker or courier that passes on GST paid on imported goods could not go in, and the Inbox called such tax wrong. The agent now records the GST and PST as printed, and the entry waits in Stage as More tax than expected until you compare it with the invoice and choose Looks good, or correct it. A credit note that refunds only tax, and BC PST on a vehicle, work the same way. If your agent could not record a broker or courier invoice before, ask it again.

Overview bars and sidebar keyboard focus steadied

The green In the books bars on Overview moved into view when you first opened a business and changed shade when pointed at or reached by keyboard. They now appear at their full length and keep their colour during those interactions. Sidebar keyboard focus also used a green outline that could be cut off at the top of the list; it now sits inside each row in a neutral colour. Use Tab and Enter as usual, and reopen Overview to see the steadier bars.

Supplier names tidied when receipts are attached

Attaching a receipt could leave a long bank description in the supplier column, even when the receipt named the business clearly. Receipt processing now uses the supplier read from the document and tidies recognized supplier names when an original is attached. Names you have chosen yourself stay as you set them, and the bank's original description stays on its transaction. Attaching a file alone keeps the recorded dates, amounts, taxes and categories. Attach your next receipt as usual, or ask your connected AI agent to read an existing receipt again to tidy its supplier name.

Receipts kept until their transactions arrive

Receipts submitted through your AI agent could become separate expenses under No account when their transactions could not be found, leaving you to sort them out. Receipt details and uploaded originals are now kept separately and linked when an unambiguous matching transaction arrives from your bank or statements. Waiting receipts do not add expenses to Stage or change your balances. Unconfirmed receipts previously left without an account are kept for matching with their supporting details preserved. Purchases with uncertain matches or different currencies stay safely saved. Submit receipts as usual; you do not need to assign an account or send a waiting receipt again.

Tax amounts you can confirm against a credit note

A refund of tax alone could stay in Needs review because its tax was higher than a normal purchase of that size could include. The warning now shows the recorded tax and transaction total, including GST or HST marked not claimable, and offers Looks good. Compare the amounts with your receipt or credit note, then choose Looks good if they match. The entry can move on once its other checks are complete. Changing the amount or tax asks you to check again. Reopen any affected refund in Stage to review it.

Receipt originals through AI connections

A receipt sent in a chat could leave its numbers in Stage without the original because the connection did not show a file input. Receipt files are now accepted across supported connections, and an AI agent that can read a local file can send its original bytes with the same request. The original is stored in your connected Google Drive beside the transaction. An attachment on its own keeps the amount, date, taxes and category already recorded. Refresh Ledg in your chat app to load the updated tools. If the app cannot hand over the file, the reply says so and provides the existing upload link.

Controls above Stage and the Ledger at one height

The buttons in the row above your list, Commit, search, Filter and More in Stage and Export in the Ledger, are now as tall as Stage's view pills, Needs review and All. When buttons became round, Commit was a size smaller than the All pill beside it, so the row read as two sizes. The buttons that take the row's place when you tick entries, such as Select all, Set category and Delete, match too. Nothing else moves, and there is nothing to do.

Round buttons in the app, like on ledg.ca

Every button in Ledg is now round, the same shape as the buttons on ledg.ca, so the site and the app read as one product. Buttons with only an icon, such as Close and Search, are circles. Lists, the sidebar and the fields you type in keep their corners, so a button stands apart from what it acts on. In the detail panel on the right, a note, an amount or a tax you are typing now sits in the middle of its field instead of against its left edge, and the account and category values have the same round shape as the rest when you point at them. There is nothing to do.

Tax your AI agent may have worked out waits for your check

When your AI agent records GST or PST, it now says whether the figures are printed on the receipt. If it does not, Ledg still records them, but the entry waits in Needs review as Tax worked out, with a note naming the agent and the figures, because they may be its own arithmetic rather than what the receipt shows. Compare them with the receipt and choose Looks right, or correct them. Before, such figures went straight to Ready. If your agent's entries all wait this way, reconnect Ledg in your AI app so it learns the new question.

Receipts with one tax line, split for you and held for a check

Some receipts print GST and PST as one line, such as Sales Tax, or show only one of the two. When your AI agent records a receipt like that, Ledg now works out the split at your province's rates for the receipt's date and fills in both parts, where before the tax was often left blank. The entry waits in Needs review as Tax worked out, with a short note on how the split was reached. Compare the note with the receipt, then choose Looks right, or correct the GST or PST. Your agent can also leave a note on anything else the paper does not settle, such as whether a purchase was personal.

Receipt photos you give ChatGPT, filed in your Google Drive

When you attach a receipt photo or PDF in ChatGPT and ask it to record the receipt in Ledg, ChatGPT can now pass the file along, and Ledg files it in your Google Drive with the entry, in the same Receipts folder as your own uploads. Before, only the numbers arrived, and the original waited on a one-time link that was easy to miss. To pick up the change, open Ledg on ChatGPT's Plugins page, choose Refresh, and start a new chat. When the file does not come through, as can happen in ChatGPT's phone app, the one-time link is still offered.

Room above the totals line on Stage and the Ledger

The line above the totals at the bottom of Stage and the Ledger now stops where the tabs and the month lines above it stop, and sits a little below the last row. Before, it ran slightly wider than everything else and touched the last row, so when that row was open or pointed at, its grey highlight rested on the line and looked stuck to it. It showed most after a search, when the last result is often the one you open. Nothing to do on your side.

GST from foreign software suppliers kept out of your tax credits

Suppliers on CRA's simplified GST/HST list, such as OpenAI, Anthropic, Vercel and Cloudflare, charge GST or HST that no business can claim back as an input tax credit. Ledg counted it as claimable when your AI agent recorded it. Now, when your agent records a receipt, Ledg checks the supplier against CRA's list, records that tax as not claimable, and keeps it in the cost of the purchase. The receipt still adds up, and your accountant's package and financial statements say how much was paid this way. If the receipt shows a normal GST number, choose Claimable after all. Look over purchases from these suppliers already in your books.

Solo trials and passes that end on their date, shown in Billing

When a business had Solo free until a set date, such as a trial from your accountant or a Solo pass, the date was checked only when someone opened Ledg on the web. A business used only through its AI agent could keep Solo past that date, and Settings, Billing said the free period had no end. Now a free Solo period ends on its date everywhere, your AI agent included, and Billing shows the day it ends, with a reminder in the sidebar in its last two weeks. There is nothing to do. To keep Solo after the date, choose a plan in Billing.

Income tax estimates at each tax year's small business rate

Ledg estimated corporate income tax at one small business rate per province, whatever the date. Ontario stayed at 12.2% after its rate fell to 11.2% on July 1, 2026. Newfoundland and Labrador books from before 2024 and from 2026, Nova Scotia books from before April 2025, Saskatchewan books from before July 2023, and Quebec tax years starting after April 29, 2026 were estimated at another period's rate. Estimates now follow these dates, a tax year that spans a change is weighted by the days on each side, and the financial statements, Performance and the accountant pack name the rate they used. There is nothing to do: estimates update on their own.

Feedback that opens on a note, with marking as a choice

Send feedback now opens a note near the top of the screen, ready to type, so you can write about anything: an idea, something confusing, or how Ledg feels to use. When your note is about one thing on the page, press Mark a part and click the row, card, field or button you mean; the note then sits beside it, and Remove takes the mark off again. Before, Feedback started by asking you to click a part of the page, with a small bar at the bottom that was easy to miss.

Answers to your feedback in your Inbox

When the Ledg team answers a note you sent with Send feedback, or fixes what it was about, you now hear back inside Ledg. It arrives in your Inbox as its own notice: your note as you wrote it, with the part you marked and the page you sent it from, then the team's answer, or the update the fix shipped in, linked to that entry on the changelog. Send feedback also has Your notes, which lists every note you have sent and where it stands: sent, read by the team, answered or fixed, with a small count of answers you have not opened yet.

Send feedback by name in the sidebar

Send feedback now has its own line in the sidebar, under Activity, on every page, instead of a small unlabeled icon beside Settings that was easy to miss. It opens the same note as before: point at the row, card or button you mean and write what is wrong, missing or confusing. On a phone it sits in the menu in the same place. Every note reaches the Ledg team by email the moment you send it, so tell us whenever something gets in your way.

Rounded buttons across ledg.ca

Buttons on ledg.ca now share one shape. Start free, Get Solo, Log in, Continue with Google, Create free account, the cookie notice's Accept all and Manage, and the buttons on the policy pages, the status page and the page-not-found screen are fully rounded, like the buttons at the top of every page. The Jump to shortcuts on the glossary now match the rounded topic filters on the articles page. Fields you type in keep their squarer corners, and nothing changes inside the app, where buttons stay squarer to sit beside fields and tables.

Signed-in header with Open app only

When you are signed in and visit ledg.ca, the top of the page now shows one Open app button. The profile picture beside it is gone, along with its small menu, which repeated Open app and offered Settings and Log out. On a phone, Open app now sits in the header where Start free sits for visitors, instead of the picture. To change settings or log out, open the app: both are in the menu under your business name at the top left.

Feedback that marks the part you mean

Feedback in the sidebar now starts on your own screen instead of a blank form. Click the row, card, field or button your note is about. On Stage, the Ledger and the Inbox, the row you have open is outlined and named the moment you press Feedback, so Enter marks it. Your note opens right beside the part you marked, and the mark goes to the Ledg team with it, in the same words you saw. Choose Whole page when the note is about the page itself. On a phone the note opens from the bottom of the screen. Every note with words in it now reaches the team by email as soon as you send it.

Header buttons shaped like the menu beside them

The Start free and Open app buttons at the top of ledg.ca were squared off with rounded corners, while the menu links beside them light up as fully rounded pills when you point at them. The buttons are now pills of the same height as those links, so the whole header reads as one row, on a phone as well. Buttons inside the app keep their squarer shape, which sits better beside the fields and tables around them.

Pricing page with one rate sheet and its fine print in full

The pricing page now sets Free and Solo side by side on one rate sheet, with each plan's price as the total at its foot. Every condition on the sheet carries a number and is printed in full underneath, at reading size: what counts toward the 100 free entries, what keeps working past them, that each business has its own plan, where your receipts are kept, what your AI agent's own plan needs, and how refunds work. Two older answers were out of date and are gone, one about tax on Solo's price and one that limited the refund to a first payment. Cancelling within 24 hours of any payment refunds it in full. Your plan and billing do not change.

Phone menu that unrolls under the header

On a phone, the menu at the top of ledg.ca no longer slides in from the side as a white drawer. Tap the two lines at the top right and they fold into an X, a frosted sheet unrolls down from the header, and the pages settle in one after another in large type under Product, Resources and Company. A small green dot marks the page you are on. When the list is taller than your screen, the bottom edge fades and a small arrow shows there is more below. Tap the X or a page name to close it.

Confirmations in Ledg's own dialog

Questions like deleting a rule or cleaning up duplicate rules now open in Ledg's own dialog instead of the browser's grey box. The button names what it will do, the dialog starts on Cancel, and Escape closes it without changing anything. When a handoff pack or a T2125 export cannot be built, the message appears the same way. If your browser blocks copying a message for your AI agent, a box opens with the text already selected, so you can copy it yourself.

Connect your AI agent page that shows the work, and a setup guide of its own

The Connect your AI agent page now shows what changes once your AI agent is connected, instead of a page of setup text. Watch a month of receipts become drafts and confirm them with one press, ask the books a question and see the answer come from your own figures, and see the year month by month with the dates ahead. The steps for Claude, Claude Code and ChatGPT, prompts to try, every tool, fixes and how to disconnect moved to a setup guide linked from the page. Once you have signed in, the same steps are in Settings, then AI agents.

Changelog grouped into releases

The changelog now reads release by release. Each release opens with its headline change and a picture of it, then a few highlights in short paragraphs, and folds everything else that shipped in the same stretch under Improvements and Fixes, with a count beside each. The date stays beside a release while you scroll through it. Nothing was removed: every earlier note is still on the page as it was first written, and a link to a single note opens its fold and scrolls to it. The RSS feed still sends one item per change.

Site menus in one sliding panel

The Product, Resources and Company menus at the top of ledg.ca now share one frosted panel that changes size as you move between them, so the pages you are looking for stay in view. Each page is listed by name with one short line about it. Moving the pointer from one menu to the next carries the same panel across instead of closing one menu and opening another.

Category search and Most used in every category list

Every place you pick a category by hand now opens with a search field ready for typing: the entry panel in Stage and the Ledger, the New entry form, Set category for several entries at once, and the Category filter. Type any part of a name, in any case and with or without accents, then use the arrow keys and Enter to pick. Above the full list, Most used shows the five categories your business uses most that fit the entry, money in or money out, so the usual choice is one click away. The list is also taller, so more of your categories show at once without scrolling.

Connecting a bank, with its balance walked back through your history

Connect bank now opens its own page. Before Plaid opens, it says what you need, that your password goes to your bank through Plaid and never to Ledg, and that Ledg can only read. When Plaid closes, your accounts appear with the balance your bank reported, and you choose which ones belong to the business. As your history arrives, usually within a minute, a line walks that balance back day by day. When a statement you already filed lands on the same figure to the cent, the page marks it. The lines wait in Stage for you or your AI agent to review.

A calmer Inbox, one question at a time

The Inbox now shows one thing at a time. At the top, one line says how many questions your AI agent left, and under it is the receipt it is asking about, with the answers first and the agent's note after them. The second list of the same receipts and the side panel are gone. The statements your agent filed are one row that says how many add up to the cent; open it to see each statement walk to its closing balance. On a phone, the receipt no longer runs past the edge of the screen.

Panels and menus that show when there is more to scroll

Side panels, the sidebar, dropdown menus, category and account lists, pickers, dialog lists and the command palette no longer show a scrollbar. When a list or a panel holds more than fits, the edge with more past it fades out and a small arrow points that way. The arrow appears only when there really is more to see and goes away once you reach the end, so a list that fits looks the same as before. Scroll the way you always have, with the wheel, the trackpad, touch or the arrow keys. In a side panel you can also click the arrow to move down or back up.

Homepage hero that shows your AI agent recording the month

The homepage now opens on what Ledg is for: as the page loads, Claude records September into the sample books and each entry lands in Stage, categorized with its GST and PST, while a line above counts them. When it is done the entries wait for you, and the Commit button moves them into the Ledger. Right under it, three short panels show the thirteen provincial tax setups, the AI apps that connect, and a ledger that only totals what you confirmed. On a phone the demo keeps the desktop layout, scaled down.

Receipts to answer and statements checked, in the Inbox

The Inbox now opens on the receipts your AI agent read and could not finish. Each one is drawn as the receipt it read, with the missing part left blank and the agent's own note beside it. Answer with one key: the GST and PST split when the receipt's items prove it to the cent, the category, or no tax at all, and the next receipt comes up. When nothing is left to answer, put them in your books at once. Below, each bank statement your agent filed walks from its opening balance through its lines to its closing balance, so you can see which ones add up to the cent.

Homepage scenes where Stage fills in as Claude works

On the homepage, the receipt scene now shows Stage change with each step Claude takes: the Staples charge arrives from the bank, then its note, GST and PST go in one after another until the entry is ready for you to confirm. Every AI app on the page shows Ledg as its connected connector. The province chapter's receipt is now a clean card whose total splits into subtotal and tax as a bar that reshapes by province, and the Performance chapter is a single panel with the year's line.

Months on file and months missing on Bank statements

Under each account's balance chart on the Bank statements page, every month of the year now has its own box. A month is green when a statement covers its days and dashed orange when one is missing, counted from the day the account starts. A card cycle that crosses months counts for the days it covers, so a cycle missing halfway shows both months as partly missing. The account's name lists the missing months, and the top of the page counts them. Click a missing month to see the exact dates with no statement and add that statement for your AI agent to read.

Bank statements that show your balance matching the bank

The Bank statements page now draws each account's balance across the year from everything in Ledg, and places every statement's printed closing balance on it. A green tick means Ledg lands on the bank's figure to the cent on that day; an orange mark shows how far off it is. A dashed line shows your books alone, and the shaded gap is what still waits in Stage. The bars under each chart show the dates your statements cover, so a missing month stands out. Click a tick to see the bank, Ledg and book balances side by side. Statements filed before Ledg kept their lines are checked this way too.

Homepage receipt drawn like the real thing, and a row of AI agents at work

The receipt in the homepage's Claude chat is now drawn like real thermal paper, before its entry lands in Stage for you to confirm. A new row shows Claude, ChatGPT, Claude Code and other AI apps each doing a different job with Ledg at the same time, every scene on the page lists the features behind it, with a sentence on each, and the page closes with the latest features, dated like ledger postings.

Homepage that shows Ledg working, and plain labels instead of capitals

The homepage now shows Ledg at work instead of describing it. Under the headline are four short scenes built from the real app on sample books: a receipt becoming an entry, one purchase split into GST, HST, PST, RST or QST as you pick a province, a year of deadlines that rearranges when you switch between corporation and sole proprietor, and a Performance page that draws itself. Small labels that were set in spaced capital letters across the site, including sign-up, app approval and shared books invitations, are now written as plain words. The top bar turns to frosted glass once you scroll.

Add a business, named the same everywhere

Pages with no business open said Add a corporation in Settings and took you to the top of Settings. They now say Add a business, like the rest of Ledg, and open the form for adding one. In Settings, Accounts, a line of account details that wraps onto a second line no longer starts that line with a stray dot.

AI agents settings grouped by app

Settings, AI agents kept Claude, ChatGPT, Claude Code and the connection URL in one list, which made it hard to see where one app's steps ended and the next began. Each app now has its own panel with its mark in the heading: Claude with Add to Claude and the Claude Code command, ChatGPT with its button and three steps, and Other AI apps with the connection URL for any app that adds a connector by URL. Your connected AI agents and access tokens are below, as before.

Claude and ChatGPT marks beside their names in Settings

In Settings, AI agents, Claude and ChatGPT now show their own marks beside their names, in the rows for connecting them and in the list of connected AI agents, so you can tell at a glance which app each connection belongs to. A connection shows a mark only when its sign-in returned to that app's own website, so an app that calls itself Claude or ChatGPT without being one never gets the mark. Other AI apps show their name alone, as before.

Bank statements page, and Financial statements by its full name

Bank statements now has its own page under Books. Every bank and card account is a row across the year with a box for each month, so you can see which months have a statement and which do not. A month opens on the side with the statement's printed dates, how many of its lines went to Stage, and whether its dates and amounts still match that account's transactions. Months that need review are counted at the top. To add a statement, give the PDF to your AI agent, and Ledg checks every line against the printed balances first. The Statements page with your income statement and balance sheet is now called Financial statements, and the Statements button on each account in Settings opens the new page.

Accountant trials that end past 100 entries stay open

When a trial your accountant set up ended with more than 100 confirmed entries, Ledg sent every page to Billing and covered the workspace, so reports and CSV export could not be reached either. A business in that position now works like any other on Free: your books, reports, exports and your accountant's read-only access stay open, and only new confirmations wait for Solo. Nothing to do; if you saw the Trial ended screen, reload and the workspace is open.

Supplier rules that match whole words

A supplier rule could give its category or name to a different supplier whose name held the same letters inside a longer word, so a rule made for one supplier could label an unrelated purchase. Rules now match whole words only, so a rule applies to the supplier it was made for and never to a name that merely contains its letters. If a purchase picked up a wrong category or supplier name this way, open the entry and correct it, then check that supplier's rule on the Rules page.

Feedback button in the sidebar

The Feedback button floated in the bottom right corner of every page, and on a shorter window it sat over the last row of the panel on the right, such as Delete on an entry. It now lives in the sidebar footer beside Settings, and in the phone menu's footer, and opens the same short form. Nothing covers the panels any more. To send us a note, use the speech bubble at the foot of the sidebar.

Financial statements export that flags tax codes to confirm

The Export CSV on Financial statements put every line under a tax form code with no hint that two of them are placeholders, and the retained earnings lines were listed under Expenses. Opening balances and loan repayments above the loans in your books now carry a confirm code note in a new last column, the way the accountant package marks codes it cannot be sure of, and the retained earnings lines sit under their own heading. If you sent an export to your accountant, send a new one.

Wider category and account lists in the entry panel

In the panel beside the Ledger and Stage, the list that opens from Category was only as wide as the category already picked, so longer names such as Software & Subscriptions were cut off, and it opened on top of the panel's own heading. The same happened to the Account list and to the filing frequency list on Deadlines. These lists now open below the value you clicked, lined up with it, and are wide enough to show every name in full with room for the check mark. They move above only when the window has no space below. Nothing to do on your side.

Equipment tax and returns on Performance

For a Quebec business registered for QST, the QST card on Performance left out the QST that comes back on equipment, so its net did not match your QST return. The Not in the dollar card also took equipment you returned off what you bought, and hid the row when the two evened out or more came back. The QST card now shows equipment the way the GST card does, and its net with equipment matches your return, including for a business registered for QST alone. Equipment bought and equipment returned are now separate rows on both cards, each with the tax claimed back or given back. Open Performance to see them.

Cash flow opening and closing cash that match the balance sheet

On Statements, the cash flow statement started from an account's opening balance even for a period that began before that balance's date, so its opening and closing cash could differ from the balance sheet's cash for the same days. Now it works each account's balance out the same way the balance sheet does, walking back from the opening balance for earlier dates, so the two statements agree on every date. The money in and out for the period reads as before. Nothing to do on your side.

Several statement PDFs saved from one drop

Dropping or choosing several statement PDFs at once on the Bank statements page saved only the first one, and the rest were left out without a word. Every PDF in a drop is now saved, one after another, and the notice under the drop area says how many are waiting for your AI agent, naming the first file that could not be saved if any were refused. If you dropped several PDFs together earlier today, check the waiting list and add any that are missing.

Balance sheet that balances across years, payments and opening balances

The balance sheet warned that the books were unbalanced for most businesses with more than a year of entries, an opening balance or a tax payment. It counted only this period's profit, left out opening balances and money paid to or received from governments, and changed its income tax with the period you picked. Now it carries earnings from your first entry, taxes each fiscal year on its own profit, nets tax payments and refunds, counts opening balances, and shows a corporation's owner money as due to or from the shareholder. For a card, enter an opening balance you owe as a negative number.

Owner money and loans in the accountant package's GIFI file

The GIFI file in the accountant package put a corporation owner's deposits on common shares and withdrawals on contributed surplus, and bank loans on accounts payable. Money an owner puts into a corporation is normally owed back as a shareholder loan, so deposits and withdrawals now net on Due to shareholder, or Due from shareholder when the owner took out more, and loans sit on short-term debt. Your accountant still moves share capital, salary or dividends at year end. Download the package again if you sent one.

T2125 preview PDF download and email to your accountant

Downloading the T2125 preview PDF stopped with an error instead of giving you a file, and sending it to your accountant by email failed the same way. Both work now. The PDF uses the same typeface as the rest of Ledg, and its labels and notes no longer print on top of each other. If you tried to download or send your T2125 preview before, try again.

GST, HST and QST cards on Performance

On Performance, the GST/HST and QST cards listed all the tax you paid on costs while their net counted only the tax that comes back, so the rows did not add up, and a Quebec business's break-even pace counted QST that never comes back. GST on equipment bought before your registration date also showed as coming back, a tax refund recorded as Tax Remittance could hide your tax payments, and a $0 row could move a tax figure. The cards now show the tax claimed back, so collected less claimed back is the net, equipment shows only what comes back, and tax payments and refunds are separate rows. Open Performance to see the corrected figures.

Tax credits on meals and before your GST/HST registration

Ledg claimed all the GST/HST, and a Quebec business's QST, on meals and entertainment as a credit, and gave the same credit on purchases dated before you registered for GST/HST. Only half the tax on meals comes back, and a purchase made before your registration date gets no credit as you go, so profit and the T2125 preview ran slightly high and the return figures claimed too much. Meals now claim half their tax and keep the other half as a cost, the T2125 meals line is half of what you paid less that credit, and purchases before your registration date keep their tax. Check that your registration date is set in Settings, and ask your accountant about a credit for equipment and stock you still held when you registered.

Tax refunds from CRA and what a receipt lets you claim

A GST/HST, QST or income tax refund from CRA or Revenu Québec could not be filed as Tax Remittance, so it usually went under Refund / Rebate, which counts as revenue. It can now be filed as Tax Remittance, which keeps it out of your income. The receipt card also said Claimable GST under every purchase, even when nothing comes back: a business not registered, an expense on the Quick Method, or a purchase before your registration date. It now shows only what you can claim, half on meals, and the QST a Quebec business registered for QST gets back. If you filed a tax refund under any other category, change it to Tax Remittance.

Accountant pack GIFI file and trial balance that add up

In the accountant pack, the GIFI file left sales tax out of your income and expense lines but put it on no other line, so the file did not add up to your books. It now shows that tax on the balance sheet side, your own categories included: taxes payable when you owe, taxes receivable when a refund is due, and a refund you recorded as Tax Remittance clears the receivable. The trial balance and the bank reconciliation also counted entries dated before an account's opening balance, which the opening balance already holds. Accounts now start at their opening dates, as the Ledger does. Download the pack again for your accountant.

Equipment cost and capital cost allowance on the T2125

Equipment you bought kept its GST/HST, and a Quebec business's QST, in its cost even though that tax comes back to you, so the T2125 and Statements carried it too high. The first year capital cost allowance also followed outdated rules, so it could be too high or too low depending on the equipment and the year you bought it. Now the tax that comes back is taken off the cost, the first year follows the current rules, and a car's credit stops at the tax on its cost limit. Open your T2125 preview again before you file, and check any 2024 or 2025 return you filed from it with your accountant.

Sales tax figures on Deadlines and in your profit

GST/HST recorded on an owner deposit, a loan or a transfer, often left over after an entry was recategorized, counted on the GST/HST return figures as tax collected or claimed. On the Quick Method, line 101 also counted a supplier's refund and missed refunds to customers. And PST a Quebec business paid in another province was left out of its costs as if Quebec refunded it. Now only sales, expenses and equipment count on the return, line 101 is your taxed sales with refunds netted, and PST paid outside Quebec is a cost. Check any return you are about to file from Deadlines.

Accountant package and your AI agent's tax totals

The accountant package's GST/PST summary left out the credits on equipment, so its net disagreed with Deadlines, and the trial balance header split into one column too many. Your AI agent's sales tax total skipped sales under your own categories. Now the summary counts the credits on equipment and follows the return's lines, the trial balance columns line up, and the agent's total includes every sale, with tax refunded to customers listed separately for the return's adjustment line. If you already sent a package to your accountant, download it again.

Balance sheet that balances, and no corporate tax for sole proprietors

The balance sheet warned that the books were unbalanced for almost every profitable business, because it took estimated income tax out of earnings without showing it as owed, and it had no line for PST or QST. Sole proprietors also saw a corporate tax estimate on their statements that they never owe. Now the balance sheet shows estimated income tax, PST or QST payable and GST/HST receivable, so those no longer set off the warning, and a sole proprietor's statements show profit before personal tax with no corporate estimate. Nothing to do on your side.

Statements and the T2125 preview that wait for the business you picked

Right after you switched businesses, Statements and the T2125 preview could show the last business's entries under the new one's name and settings for a moment, and the T2125 export could offer that form. Now both wait for the business you picked before they show a figure or an export, and the export button keeps its place while they load, so nothing jumps. Nothing to do on your side.

ChatGPT button that opens Plugins, with a link to Developer mode

The ChatGPT button in Settings, AI agents opened ChatGPT's settings instead of the Plugins page, where the plus button for adding Ledg is. It now copies Ledg's connection URL and opens ChatGPT Plugins, and the first step links straight to Security and login, where Developer mode is. In Plugins, select the plus button, then Create app, name it Ledg, paste the URL, tick the box under the warning, and select Create. Add to Claude already fills everything in for you.

AI agents and Google Drive as their own pages in Settings

Settings kept your AI agents and Google Drive together on one page called Connections. They are now two pages. AI agents sits right under General and holds everything about Claude, ChatGPT and other AI apps: adding one, the agents connected now, and access tokens. Google Drive holds where your receipts and minute book are saved. Every link in Ledg that sent you to Connections opens the right page, and an old bookmark to Connections opens AI agents. Your connections did not change, so there is nothing to reconnect.

Business settings your AI agent can fill in with you

Your AI agent can now fill in your business settings with you. It sees what Ledg is still missing, such as how often you file PST or an incorporation date that is only the day you joined, and sets the answers. For a corporation it can also read the documents in your minute book, such as your certificate of incorporation, so it asks you only what they do not say. Settings, General and each open question on the Deadlines page have a message you can copy to start. Changing settings is its own permission: your AI app asks you to approve it when you connect, or the first time your agent changes a setting on an older connection. Every change shows in Activity. If your agent was already connected, reconnect it and start a new chat so it sees this.

Cleaner, neutral greys across the app

The greys behind the sidebar, the side panel's cards and the app's borders had a warm, slightly yellow tint, which read as muddy next to the white page and made the surfaces hard to tell apart. They are now a neutral grey, so the sidebar, the page and the cards in the side panel sit in clear, even steps. Nothing moved and nothing else changed: the same layout, text and colours for amounts and statuses. Dark mode is unchanged. Nothing to do on your side.

Stage, Ledger and Deadlines that open without jumping

Opening Stage, the Ledger or Deadlines hid the bar at the top of the page while it loaded, so the page rose and then dropped back when your entries arrived. In Stage the connected bank bar and the buttons at the top also slid into place a moment later. Each page now shows its title and its bar from the first moment, and Stage keeps the bank bar's place while your connections load, so nothing moves when they arrive. A page you open from the sidebar also starts at its top. On a narrow screen, the Ledger's row of controls keeps its height when you show every account. Nothing to do on your side.

Ledger controls that keep one shape for every account

On a narrower screen, the row with search, Filter, Reconcile and Export in the Ledger took two lines for one account and one line for another, so the list moved up and down as you switched. Reconcile and Export now keep their places even for an account where they do not apply, where they stay hidden, so the row has the same shape for every account and only the width of your screen decides whether it takes one line or two. Nothing to do on your side.

Stage that opens at its final width

Opening Stage showed its loading placeholder across the full width, then narrowed it as the first entry opened in the panel on the right. The placeholder now keeps the panel's space, the same as the Ledger's, and leaves out the account row for a business with one account, so the page opens in its final shape. Nothing to do on your side.

Right panel that keeps its place on an account with no entries

In Stage and the Ledger, picking an account with no entries, or a tab or filter that shows none, closed the panel on the right. The list jumped wider, then back again when you picked an account that had entries. The panel's space now stays in place while the list is empty, and the next entry you open fills it. Closing the panel yourself still gives the list the full width. Nothing to do on your side.

Stage and Ledger controls that hold still when you switch accounts

Picking another account in Stage or the Ledger nudged the page: the accounts beside the one you picked slid sideways, counts and buttons shifted as the numbers changed, and a short list could move the whole page when its scrollbar went away. Every account now keeps its place and width, and the × that shows every account appears where the picked account's count is when you point at it. Tab counts keep room for their largest number. Commit in Stage, and Reconcile and Export in the Ledger, now sit before search and Filter, so those stay put. Every signed-in page keeps room for its scrollbar. Nothing to do on your side.

Question panel in Deadlines opens with its title on top

When you opened a question on the Deadlines page, such as picking how often you file PST, the panel on the right showed its close button alone on the first line and pushed the question's title one line down, because a question has no form or office to name above it. The title now sits on the first line with the close button beside it, the same height as every other deadline's panel. Nothing to do on your side.

Your year on one timeline in Deadlines

The top of the Deadlines page now shows your next 12 months as a small timeline, one lane each for corporate tax, GST, PST and your provincial registry. Each filing shows the stretch of time it covers and the day it is due, so you can see at a glance that all of 2026 feeds the return due next June, or that your sales tax comes around every month. A lane Ledg cannot fill yet, such as PST when your filing schedule is missing, is marked with the question to answer. Click any mark to open that deadline.

Business number entered once, GST/HST number shown from it

Settings, General now always asks for your business number, the 9 digits CRA gave the business, in one place near the top. Your GST/HST number is those 9 digits plus RT0001, so when you are registered it is shown under Sales tax, built from the business number, instead of being asked for again. Pasting your whole GST/HST number into the business number field still works: the 9 digits show and the rest is kept. What you entered before stays as it was.

Activity opens on the newest change

On a wide screen, Activity now opens with its newest change already selected, the way Stage and the Ledger open on their first row. The panel on the right shows that change straight away: the entries it touched with their values before and after, a statement's balances, or the pages an accountant looked at. Pick another row to read it instead, or press Escape to close the panel. Changing a filter selects the top row of what is left. On a phone nothing opens until you tap a row.

Settings text fields match the menus beside them

Text fields in Settings, like the business name, business number and reminder email, were outlined boxes with their text on the left, while the menus and dates beside them were small filled buttons against the right edge. They now look the same: every value sits in a filled field as wide as its text, against the right edge, so a panel reads as one column. Click a field to type in it, as before. On a phone the fields still span the screen.

Five business types to choose from

When you sign up, add a business, or change it in Settings, General, you now pick from sole proprietorship, partnership, corporation, professional corporation and holding company, each with one line saying who it is for. Behind the names there are still two tax paths: a sole proprietorship or partnership puts the profit on a personal return with T2125, and every kind of corporation files its own T2, so your deadlines work as before. If you run a partnership, set your share of the profit in Settings, Tax profile so your T2125 preview counts only your part.

Settings menus, dates and switches, easier to read

Settings pages now line their titles up with the settings below them. Menus such as province, fiscal year end and filing frequency are small buttons that show just their value, instead of a column of wide boxes. Dates read in words, like April 26, 2026, and open a calendar when you press them, and a date you may leave empty has a Clear button. Switches that are off now show clearly instead of fading into the page. Nothing about how settings save has changed.

History on every entry, and stopped bank feeds in the Inbox

Every entry's panel in Stage and the Ledger now ends with a History card: where the entry came from, each change since with its before and after, who made it (you, your AI agent, your bank feed or Ledg), and when it was confirmed or moved back. A run of quick edits reads as one line. Changes made before Sep 25, 2026 were not recorded, and the card says so. The Inbox now also tells you when a bank feed stops or is about to, and keeps the notice until you sign in again. On the Activity page, an AI agent you add back reads as connected again.

Detail panel fits the page without a scrollbar

On a wide screen, the detail panel on the right of Stage, the Ledger, Overview, Rules and Statements was sized a little taller than the space it sits in. When the list beside it was short, the whole page could still scroll by a few pixels and showed a scrollbar for no reason. The panel now fits the page exactly, with the same space above and below it, and scrolls on its own when its content is long. Nothing to do on your side.

Business type can be changed in Settings

Settings, General now lets you switch a business between corporation and sole proprietor, so a wrong pick at sign-up is easy to fix. Your entries stay as they are; the deadlines, tax forms and a few category names switch over. Choosing sole proprietor sets the year end to December 31, as CRA requires. If the books already have entries, Ledg asks first, and going to corporation it reminds you that a sole proprietor who incorporated has a new business with its own books, which you add in Settings, Businesses instead.

Rules page counts and labels corrected

The Rules page now says what its numbers mean. The count beside each rule is how many times you picked that category for that supplier, shown as picks, and the Auto-tags total, which read as a count of automatic fills, is gone. The bank's own wording for a supplier is shown for reference instead of as a field you could edit, since changing it never changed what a rule matches. A display name now says it applies to new bank feed transactions, which is where it takes effect. Nothing to do on your side.

Even spacing around the Stage and Ledger controls

The row with the views, search and filters on Stage and the Ledger now sits evenly between the account strip above it and the list below it. It used to hug the strip and leave a wider gap before the first month, so it looked stuck to the top. The space is now the same above and below, whether the list opens on a month or on an account. Nothing to do on your side.

Ledger rebuilt to match Stage

Your Ledger now works the way Stage does. It opens on the first account with entries, under a strip of your accounts: pick another to switch, or click the picked one off to see every account grouped, each with its balance once it has an opening balance. Each entry starts with a small mark for whether it is complete, and pointing at the mark names every status. The balance after each entry, your reconciled dates and the opening balance sit in the list, and months fold away. Search, filters, Reconcile and Export sit in one row, and on a wide screen the detail panel stays open as you move. If a reconciled date no longer matches the bank, reconcile it again from its line.

Settings, rebuilt as its own space

Settings now opens as its own space. The sidebar turns into the settings list, with Back to app at the top to return to where you were, and the business the settings belong to named above its pages. Each page is one column with a setting on every row, and a change saves the moment you make it, so there is no Save button to forget. Deleting a business moved to General, Data is now called Export, and adding or leaving a business lives in Businesses. The link at the bottom of deadline reminder emails now opens the reminder settings directly.

Sales tax totals list the sales behind them

When an AI agent asks Ledg for the GST/HST or PST you collected over a period, the answer now lists the sales behind the total, oldest first. Each sale shows its date, customer, amount and tax, up to 100 sales, and the answer says when there are more. Only confirmed entries count, and money you received with no category counts as a sale, so check the list if the total looks high. Nothing is filed for you. To check a figure, ask your AI agent to go through the list with you.

Statements and receipts kept out of outside AI models

Ledg no longer sends your statement files or forwarded receipt emails to an outside AI model to read them. The AI agent you connect reads a statement and sends Ledg its lines, and Ledg checks every line against the opening and closing balances printed on the statement before anything reaches Stage. Uploading a statement PDF in Ledg now tells you this instead of reading the file. Forwarded receipts are still saved and read with Ledg's built-in rules. To add a statement, ask your AI agent to read it and add its lines to Stage. The Privacy Policy, Security page and sub-processor list are updated to match.

Inbox and a new sidebar order

The sidebar now starts with Overview, a new Inbox, Minute book (for corporations) and Deadlines, and the Business group is gone. Activity moved to the bottom, just above the Ledg logo. Inbox shows news about your books: each statement your AI agent read, with its line count and account, entries it recorded for you, and deadlines coming due or past due. Opening an item takes you to it in Stage, the Ledger or Deadlines and marks it read, and the number beside Inbox counts what is unread. Read marks stay in this browser for now, so another device starts with everything unread. Accountants you invite see the new order without Inbox.

Site that sent you, noted unless you turn it off

The note of which website sent you to Ledg, and the first page you opened, is now kept unless you turn Marketing off in cookie settings. Before, it waited for you to turn Marketing on. It still stays in your browser, is only sent when you create an account, holds nothing that identifies you, and is never used for ads. In Quebec it stays off until you turn it on, and a browser that sends Global Privacy Control never keeps it. The setup question about how you heard about Ledg is unchanged. To opt out, choose Manage on the cookie banner, or Manage your cookie preferences on the Cookie Notice page, and turn Marketing off.

Optional question about how you found Ledg

The screen where you add your first business now has one optional question: how did you hear about Ledg? Pick an answer from the list or leave it blank, and setup works the same either way. If you turn on Marketing in cookie settings, your browser also keeps a note of the website that sent you and the first page you opened, and sends it only when you create an account. The note carries nothing that identifies you, is removed if you turn Marketing off, and is never used for advertising. The privacy policy and cookie notice describe both. It tells us which places bring people to Ledg. Nothing to do on your side.

Sidebar icons stay outlined on the page you are on

The icon beside the page you are on no longer switches to a filled shape in the sidebar. Every icon now keeps the same outline, and the page you are on shows through its highlighted row and darker text instead, so moving between pages feels calmer and the icons read as one set. The same goes for Settings at the bottom of the sidebar and for the phone menu. Nothing else changed. Nothing to do on your side.

Browser tabs named after the page and business

Each dashboard page now names its browser tab after itself and the business it belongs to, such as Stage · Maple Consulting Inc., instead of the same Ledg tagline on every tab. The page name comes first, so it stays readable when a narrow tab cuts off the end, and several open tabs are easy to tell apart. The Stage tab also shows how many entries are waiting there, the same number as the badge beside Stage in the sidebar. Public pages keep their own titles. A bank sign-in link that is out of date now says Page not found inside the dashboard, with the sidebar still there. Nothing to do on your side.

Stage and Ledger icons redrawn

The Stage icon in the sidebar is now a loose stack of sheets and the Ledger icon a packed box, so the pair shows at a glance that entries wait in Stage before they are filed away in your Ledger. The capital assets mark in the T2125 preview and in tax settings changed to a plain box, so it no longer looks like the Ledger. Nothing else moved, and every page works as before. Nothing to do on your side.

Stage opens on one account at a time

Stage now opens on one account instead of every account run together. It picks the first account in the strip across the top that has entries waiting in the view it opens on, so you start where there is work. The strip still shows how many entries wait in each account: pick another to switch, or click the picked one off to see every account at once. A link to a single entry opens on that entry's account. Pointing at the status mark at the start of a row now shows a question mark pointer, a hint that it explains itself. Nothing to do on your side.

Dashboard layout, icons and navigation redesigned

The dashboard has a new, consistent design. Navigation sits on its own background and each page opens in a raised panel beside it, with the page name and its main actions in one bar along the top. Text, buttons and rows are a step smaller, so more of your books fit on screen, and every icon comes from one new, lighter set. The sidebar is grouped into Books, Business and Reports, and each group folds away when you do not need it. Pulse is now called Performance, and Deadlines, Minute book and Activity sit together under Business. Nothing to do on your side.

Stage rebuilt around accounts and one clear status per entry

Stage now has two views, Needs review and All, under a strip of your accounts that shows how many entries wait in each; pick one to see only its entries, pick it again to see them all. Each entry starts with a small mark for what it still needs, and pointing at the mark lists every status with its name. Entries are grouped by account and month, and each group folds away. Tax shows as one total, and clicking it shows the GST and PST parts. Search and filters sit behind two small buttons, and the detail panel stays open as you move around. Nothing to do on your side.

New entry rebuilt as one card

Typing an entry by hand now happens in one card. Write who you paid and the total at the top, add a note if you like, then set the date, account, category, tax, receipt and payment details from a row of small buttons, each opening its own picker. Drop a receipt file anywhere on the card to attach it. What the entry still needs shows in one line under the fields, and Add to Stage saves it, with Create more keeping the card open for the next one. The rules are unchanged: blank tax still waits in Needs tax. Nothing to do on your side.

Ledg AI and the Ask Ledg AI button removed

Ledg AI, the built-in helper that turned bank descriptions into supplier names and suggested categories in Stage, has been removed, along with the Ask Ledg AI button. Your vendor rules still fill in the category when a bank or statement line matches one, lines from a connected bank can still arrive with the bank's own category, and Stage still offers a rule's category on rows that have none. Expenses and receipts your connected AI agent records still arrive with the category it chose. Solo keeps its price and every other feature. If you used Ask Ledg AI, set categories in Needs review, and add a vendor rule for suppliers you see often.

Quick Method instalments judged on the tax you charged

For a yearly filer on the Quick Method, Deadlines judged GST/HST instalments on the tax collected less input tax credits, which is not what the Quick Method remits, so it could call instalments not needed when they were owed. It now looks at the tax you charged, which is always more than the Quick Method remits: under $3,000 means instalments are not needed, and over it Deadlines says they are owed if the year's GST/HST reaches $3,000. The return itself no longer shows an amount owing worked out the regular way. If you file yearly on the Quick Method, check your instalments against your remittance.

Quebec QST on the GST/HST return, with its own instalments

For a business in Quebec, Deadlines listed QST returns of their own, on calendar periods and a QST filing frequency set apart from GST, and never listed QST instalments. Revenu Québec takes the GST and the QST on one return, on one fiscal year and one filing frequency, and a yearly filer owes QST instalments once its QST reaches $3,000, even when its GST does not. Deadlines now shows one GST and QST return carrying both taxes, and QST instalments beside the GST ones, each judged on its own tax. Settings no longer asks for a separate QST frequency when you are registered for both. If your business is in Quebec and files yearly, check your QST instalments on Deadlines.

ChatGPT connection steps that match its screens, and a Claude link that fills in Ledg

The Open ChatGPT button in Settings, Connections landed on a new chat instead of the place where Ledg gets added, and the ChatGPT steps named choices ChatGPT no longer shows and did not say that Ledg has to be picked in every message. The button now copies Ledg's connection URL and opens ChatGPT Plugins, and the steps below it follow ChatGPT's current screens, including that it needs Plus or higher on the web. Add to Claude now opens Claude with Ledg's name and URL filled in. In ChatGPT, pick Ledg with the plus button or start the message with @Ledg every time you ask.

Bank transactions paired with their statement lines, without asking

With a bank connected and a statement filed for the same account, the bank list asked whether a transaction was a possible duplicate of its own statement line whenever the statement spelled the shop's name differently, and Stage held two identical lines of one statement in Check. A bank transaction and the statement line on its day for the same amount are now paired automatically, and two identical lines of one statement stay two charges. You are still asked when a receipt or entry you or your AI agent added may be the same purchase, or when the dates or amounts leave more than one possibility. Questions already waiting were settled for you.

Refunds and GST/HST counted right in your profit

Two things made profit read wrong. A refund raised its category instead of lowering it: $50 back on office supplies added $50 to Office Supplies, and money paid back to a customer added to income. And for a business registered for GST/HST on the regular method, the tax collected for CRA and the tax claimed back counted as income and costs. Now a refund lowers its category, and that GST/HST, like PST a PST registrant collects, stays out of income and expenses on Overview, Performance, Statements, the T2125 preview, the accountant pack and the totals your AI agent reads. Nothing to do: every figure is worked out again from your entries.

QST refunds on the QST return and in the accountant package

Ledg treated the QST a Quebec business pays on its purchases like PST in British Columbia, as a cost that never comes back. A business registered for QST claims it back as input tax refunds on its QST return. The QST return on Deadlines now shows QST collected, your refunds and what is left to pay or get back, and the accountant package takes the refunds off the QST you owe. On the Quick Method, where refunds cover capital property only, the return still shows QST collected. The package also no longer takes PST paid in BC, Saskatchewan or Manitoba off PST owing, since that PST never comes back. If you filed a QST return from the old figure, check that you claimed your refunds.

Quebec GST/HST returns named with Revenu Québec

For a business in Quebec, Deadlines said its GST/HST returns and instalments went to CRA on a GST34, linked to CRA's filing page, and a refund read "CRA owes you". In Quebec, Revenu Québec runs the GST/HST: you file with it, on its GST/HST and QST return, and pay your instalments to it. Deadlines, Performance and the accountant package now name Revenu Québec, and the filing link opens its page. Due dates were right and have not changed, and nothing changed outside Quebec. If your business is in Quebec, file and pay your GST/HST with Revenu Québec, and download your Add to calendar file again for the new link.

Statements sent for a chosen account accepted again

For a few hours, a bank statement sent for an account you chose was turned away with a message saying the account was not available for your business, and a statement that named its account number was filed without it. The account lookup behind both read the wrong field. Statements are accepted and filed to their account again, and each one is paired with the transactions your connected bank already sent for that account. If a statement of yours was turned away in that time, send it again.

GST/HST return line 105 labelled GST or HST alone

On Deadlines, the GST/HST return put the tax you collected under your province's whole rate, like "GST 5% + PST 7% collected", beside a figure that is GST alone. Line 105 never includes PST, RST or QST, so the label now reads "GST collected" or "HST collected", the same as the amount beside it. The amount itself was always the GST or HST you recorded, so a return you already filed from it needs no change.

Export file dates, revoked token box and type dialog in Settings

Three small things in Settings behaved wrongly. Exported files were named with the next day's date in the evening in Canada; they now carry your own date. After you revoked an access token you had just generated, the box asking you to copy it kept showing it; it now goes away with the token. The business type dialog lost its title for a moment as it closed; it now keeps its words. There is nothing to do.

Year to date profit on Performance that leaves out owner money

On the Performance page, the Profit & Loss cards for the year so far added up every dollar that came in as income and every dollar that went out as an expense. Money you put into the business, money you took out, and transfers between your own accounts were counted too, so the net could show a profit when the business had none. Those cards now count only sales and business costs, the same way the charts on Performance and the Overview already did. Nothing to do on your side.

Bank review messages for skips and moves that did not go through

When a skip in the bank review list did not save, its message could disappear the moment you pressed Move all, and that transaction went into Stage with the rest. A move whose answer was lost on a bad connection was reported as not moved even when it had reached Stage. Now a skip that did not save stays marked Not skipped while the page is open, and Move all leaves it out. A move we cannot confirm refreshes the list first and only speaks up if the transaction is still waiting. Pending charges can be skipped once the bank posts them, and Sync now waits while Move all runs. If a transaction shows Not skipped, skip it again.

Bank accounts included or left out from the bank bar

The account picker after connecting a bank said you could change which accounts are included in Settings, but no such switch existed, so an account left out by mistake stayed out. If leaving an account out failed to save, nothing said so and its transactions kept arriving. Now open Manage on the bank bar in Stage and each bank lists its accounts, each with a switch to include it in review or leave it out. Including one again brings back any of its transactions still waiting and syncs. A leave-out that did not save now names the account that is still included. If an account you need was left out, turn it back on there, and add anything the bank sent meanwhile from a statement.

Possible duplicate question before a bank transaction moves to Stage

Moving a bank transaction to Stage could add a second copy of a purchase your books already held with nothing from the bank behind it yet: a receipt your AI agent recorded without naming the card, a line from a statement you uploaded, an entry from a bank connection you replaced, or a receipt matched to an account you then left out. Before moving one now, Ledg looks for an entry of the same amount within four days and, if it finds one, marks the transaction Possible duplicate instead. Choose Merge to link the two, or Keep both, and that pair is not asked about again. If a purchase already shows twice in Stage, delete the extra copy.

Bank transactions wait for the sync before moving to Stage

A bank transaction could be moved to Stage in the moment after the bank sync saved it and before it was paired with a receipt or statement line already in your books, or while a sync that stopped partway waited to run again. The same purchase then went in twice. A transaction the sync is still checking now waits, and moving it, from Stage or through your AI agent, says to try again in a minute. Transactions from an account you left out when you connected your bank can no longer be moved into your books from any screen. If a purchase shows twice in Stage, delete the extra copy.

Account kept on bank transactions moved to Stage

When Ledg could not read which of your accounts a bank feed belongs to at the moment you moved a transaction, the entry landed in Stage with no account, so it was missing from that card's balance and from reconciliation. The move now stops and asks you to try again, and a transaction moved without an account takes the account linked to its bank feed. Open any bank entry in Stage or the Ledger that shows no account and pick the card or bank account it came from.

Skipping pending bank charges waits until they post

Skipping a charge that was still pending at the bank did not always last. Most Canadian banks post the final charge without naming the pending one, so the posted copy came back to review, or took the receipt of a business purchase with the same amount. A pending charge can no longer be skipped; skip it once the bank posts it, which usually takes a day or two. If a charge you skipped while it was pending is back in review, skip it again.

Statement lines paired with the right bank purchase

Filing a statement could still put a purchase in your books twice in a few cases: two card purchases of the same price a couple of days apart, one already moved from your bank; a purchase your bank names differently from your books, such as Amazon; a transaction you moved into Stage while the statement was being filed; or a charge from the end of the previous month, which could take a question meant for this month's. Statements now pair a card line by the day the purchase was made, recognise your bank's own names, take back their copy of anything you moved meanwhile, and only ask about their own month. If you filed statements beside a connected bank, check those months in Stage for doubled purchases.

AI agent statements tied to their account, and cash receipts left unpaired

When your AI agent added a statement without its account number, the lines went in with no account, and the same purchases from your connected bank waited in your review list with no Possible duplicate mark, so moving them in added the month twice. For a business with a connected bank, your AI agent is now asked for the number printed on the statement, and only a statement that prints none goes in without an account. A receipt your AI agent records as paid in cash is also no longer paired with a card charge of the same price, which could have kept that card purchase out of your books. If a statement in Stage shows no account, check that month for doubled purchases.

Receipts paired with one bank charge at a time

When two bank charges that fit the same receipt arrived at the same moment, for example from two banks, both could be paired with it, and one real purchase left the review list without reaching your books. A receipt recorded as paid in cash could also be paired with a card charge of the same amount, and a possible duplicate mark on a transaction from an account you left out kept that mark off the charge on an account you kept. Each entry is now paired with one bank charge at most, cash receipts are never paired with a bank charge, and marks on accounts you left out no longer count. A bank transaction can only point at an entry of its own business. Nothing to do on your side.

Statement lines and the bank transactions that follow them

A statement filed without its account number, or a line the statement printed a day or two before the bank posted it, did not meet the bank transaction that arrived afterwards. That transaction waited in the review list with no possible duplicate mark, and Move all could add the same purchase to your books twice. When no receipt in your books is plainly the same purchase, it is now marked as a possible duplicate of the statement line, so Move all passes over it. A bank transaction is still only paired on its own with a line on the same account and day. Merge each marked transaction that is the same purchase.

Tipped card charges marked next to the bill you recorded

A receipt recorded at the table shows the bill before the tip, and the card charge then posts for more. That charge reached the review list with no possible duplicate mark, so Move all could add the meal to your books twice. It is now marked as a possible duplicate of a receipt from the same supplier when your bank says which smaller pending charge it replaces and the receipt shows that amount, or, at a restaurant, salon or taxi, when the tip is up to 30 percent. Merge it if it is the same purchase, or keep both if it is not.

Tax no rate allows now waits in Check, not Ready

Stage marked an entry Ready once its GST and PST were filled in, even when that tax was more than the entry's total could include at any Canadian rate, such as tax recorded on a bank fee. Those entries now wait in Check as Tax too high, and the panel shows the tax beside the total so you can correct it from the receipt, or enter $0 when the receipt shows none. Most bank fees and interest carry no tax. Your AI agent can no longer record tax like this; it is told the most the total can hold. Before your next commit, open Check and correct any entry marked Tax too high.

Deadline dates that follow CRA and BC holidays

Only five fixed holidays used to move a due date, so a deadline on a day such as the Civic Holiday or the National Day for Truth and Reconciliation showed a day early. Dates now move past every CRA public holiday to the next business day, as CRA allows. The BC annual report follows BC's own rule, so an end date on a Saturday stays on the Saturday. Sole proprietors registered for GST now see two dates, pay by April 30 and file by June 15, instead of March 31. Calendar files now remind you at 9am on the due day. Open Deadlines to see your updated dates.

Nova Scotia HST at 14%, and 15% for older receipts

Ledg used 15% for Nova Scotia HST, which has been out of date since the rate fell to 14% on April 1, 2025. Your reports now show 14%, so a $1,000 purchase today carries $140.00 HST. The rate shown with a receipt, and Work out from total on a new entry, which is now available in Nova Scotia, follow the entry's date: 15% up to March 31, 2025 and 14% from April 1, 2025. Amounts you already entered stay as they are, so there is nothing to redo.

Work out from total in Quebec

Work out from total on a new entry was switched off for Quebec businesses, because Ledg's Quebec rates charged QST on the price with GST already added. Quebec charges QST on the price before GST: 9.975% on the same base as the 5% GST, so a total of $1,149.75 holds $50.00 GST and $99.75 QST. Ledg now works it out that way, and the button is on in Quebec. Amounts you entered by hand are unchanged, so there is nothing to redo.

Overview profit and loss now matches Performance

The Overview added up your year to date and this month by whether money came in or went out, so money you put into the business yourself counted as income and a loss could show as a profit. It now counts income and expenses the way Performance and your income statement do, leaving out owner deposits and withdrawals, loans and transfers between your accounts. The Overview also stopped treating the BC Annual Report and GST instalments as a return to review before filing. Nothing in your books changed, so there is nothing to redo; if you noted a figure from the Overview, check it again.

Dashboard pages no longer reload every minute

An open dashboard tab reloaded Overview, Performance, Statements, Deadlines and the T2125 preview once a minute, even when nothing had changed, and each reload was recorded as another visit in the activity log. Pages now reload only when something about your business actually changes, and a visit is recorded once. Visits already recorded stay in the log as they are. Nothing to do on your side.

Connected AI agents shown once per app in Settings

Claude makes a new connection every time you add Ledg to it again, and Settings, Connections listed each one as its own Claude row, so one Claude could show up five times with no way to tell which was in use. Each AI app now shows once, with when it was connected and when it was last active. A connection your AI app left behind when you added Ledg again is removed on its own a day later, once it is clear it is no longer used, and a connection left unused for six months ends too. There is nothing to do.

Ledger entries without an opening balance or account

An account with no opening balance hid all of its entries in your Ledger, and entries with no account appeared only in a view that was hidden when the business had one account. Every committed entry now shows. Without an opening balance the balance column stays blank, and entries with no account sit under No account in the strip of accounts. Set an opening balance on each account to see its running balance, and give entries under No account their account.

Overview reconciliation card after reconciling again

After a reconciled month stopped matching the bank, the reconciliation card on Overview kept saying Broken match for that account even once you had reconciled the month again. The fiscal year months on Overview also counted a month as closed when an older save in it had matched. Both now follow the same rule as the Ledger: a statement date counts while its latest reconciliation matched and your books still add up to the bank's balance on that date. If the card says Broken match, open the Ledger on that account and reconcile again the date its line names.

Inbox notices that open the Ledger

An Inbox notice about entries your AI agent recorded, or read from a statement, opened the Ledger on one account, so entries with no account, or entries spread over several accounts, stayed hidden from the notice that named them. A notice about one entry now opens that entry in the Ledger. A notice about entries with no account opens under No account, and one about entries in several accounts opens with every account shown, narrowed to their dates. Nothing to do on your side.

Books backup holds only the business you export

The JSON file from Settings, Export also listed the name, business number and settings of every other business you can open, not only the one you exported. It now holds only the business on screen, with its accounts, entries, rules and deadlines. If you keep backups for several businesses, or passed one of these files to someone, download it again from each business so every file holds just that business.

GST registered since date in Settings

Changing the date your GST or HST registration took effect in Settings showed the new date but never saved it, so the next visit showed the old one and your deadlines kept following the old date. The date now saves as soon as you change it. If you set or changed it in Settings before today, open Settings, General and check the Registered since date under Sales tax.

AI agents get an accurate description of every Ledg tool

Some tool descriptions an AI agent reads said a connected bank puts every transaction into your books by itself. They also told the AI agent what to say to you. Neither was right. A bank's settled transactions wait in your bank list until they are moved into Stage, and now the descriptions say so. Each one states what the tool does, what it refuses and what it returns, and totals say they count confirmed entries only. Tools that change existing entries are marked that way, so your AI agent can ask before running one. To see the new descriptions, reconnect Ledg in the app you chat in and start a new chat.

Clearer AI agent answers when a date, year or tax type is wrong

When an AI agent asked Ledg for totals using a date that does not exist, a year far out of range, or a tax type Ledg does not track, the answer could be a technical error, and HST requests returned the PST total labelled as HST. Now every request is checked first, and a wrong value is named in plain words together with what to send instead. HST is read as GST/HST and the answer says so, and an unknown expense category is refused rather than answered as zero. If an earlier answer looked off, ask the AI agent again.

Receipts written by an AI agent keep the category you chose

An AI agent writing a receipt onto a transaction could replace a category you had picked yourself, and a request that wrote nothing could still mark an uploaded receipt as read, so it dropped off your waiting list. Now a category you chose stays as you set it, the rest of the receipt is still recorded, and a request with nothing to write is refused while the receipt stays waiting. A date that does not exist, or an account that is not one of yours, is refused with a plain reason. Receipts on transactions you already confirmed no longer show as waiting. You do not need to do anything.

Tax due dates and GST/HST owing on the Overview and Performance pages

Due dates set a number of months after a year end or quarter end could land late when that month is shorter. A December 31 year end showed its T2 balance due in March, not by the end of February, and its T2 return on July 2, not June 30. A quarter ending March 31 had its GST/HST instalment in May, not April 30. The Overview and Performance pages also estimated GST/HST on entries recorded with GST 0 or left blank, at a rate that included PST, and could show a refund your books do not support. Due dates now follow CRA month-end rules, and GST/HST owing counts only the GST or HST your entries record, as the filing guide does. Check the Deadlines page for the corrected dates.

Receipts recorded while a card charge is still pending

A receipt your AI agent recorded while the card charge was still pending was linked to the pending charge. Some banks post the final charge without saying which pending one it replaces, so the posted charge then showed in your review list as if it were new, and moving it counted the purchase twice. A receipt is now paired with the charge once the bank posts it. If the posted amount differs, for example with a tip added, the charge waits in your review list for you to decide. Nothing to do on your side.

Answering same purchase after a bank reconnect

After you reconnected a bank, a transaction it sent again could be flagged as possibly the same as one already in your books. Answering that it was the same purchase only cleared the question and left the transaction in the review list, where moving it would count it twice. It now links to the entry already in your books. Accounts you left out when connecting your bank also no longer appear to your AI agent. If a transaction in your review list is one you already have in Stage or the Ledger, skip it.

Card statements recognise purchases already moved from your bank

Filing a card statement after moving the same month's purchases from your bank connection into Stage added those purchases a second time. Your bank dates a card purchase by the day it posted, and the statement prints the day it was made. Statements now recognise a purchase you moved from your bank by the day it was made, even after a reconnect, and the statement's month no longer shows it as Needs review. When a statement cannot be tied to your bank's account, a matching transaction already waiting in your review list is marked as a Possible duplicate. If you filed a card statement after moving that month's bank transactions, check that month in Stage and your Ledger for doubled purchases.

Bank review list keeps going past its first 50 transactions

The list of bank transactions waiting for review loads 50 at a time. Working through them one by one could empty that batch and show All caught up while older ones were still waiting, and the counts, Move all and each account's number treated the first 50 as the whole pile. The next batch now loads on its own as the list runs low, counts say or more while more may be waiting, and All caught up shows only when nothing is left. Quick skips in a row are all saved, a failed skip says so, and a skip that lands after the transaction reached Stage leaves it there and tells you. If you saw All caught up after a long list, open the bank bar again.

Bank accounts left out when connecting stay out of review

When you connect a bank you can leave out accounts that are not the business's, such as a personal card. Ledg could start reading transactions while you were still choosing, so charges from a left-out account could wait for review, and Move all could send them to Stage. The first read of a new connection now waits for your choice, for up to fifteen minutes, and transactions from an account you left out stay out of the review list and out of Move all. If a personal charge reached Stage this way, delete it there, or from the Ledger if you already committed it.

Connecting an AI agent on the Free plan

Starting a connection from Claude, ChatGPT or another AI agent while none of your businesses was on Solo showed the approval screen, then sent you to billing once you approved, and the app you were connecting kept waiting with no answer. The approval screen now says up front that connecting an AI agent needs the Solo plan. Upgrade to Solo opens billing in a new tab, Check again picks up where you left off once you have upgraded, and Cancel tells the app you are not connecting. A request that can no longer be approved now explains why instead of showing a missing page. If a connection stalled for you before, start it again from your AI agent.

Connect page and Settings: setup steps for Claude, Claude Code and ChatGPT

The Connect your AI agent page and the AI agent card in Settings had older menu names for Claude and ChatGPT, said Claude Code needed an access token, and said a disconnected AI agent lost access immediately. Both now show the current steps for Claude, Claude Code and ChatGPT, and Claude Code signs in the same way Claude does, so it can add to Stage. A disconnected AI agent loses access within the hour, so remove Ledg in the AI app as well. The page also lists prompts to try, fixes for common problems, and how to disconnect. If Claude Code is using an access token today, add Ledg again with the sign-in steps.

Moving bank transactions into Stage

Moving a bank transaction into Stage could put it there twice if something else had already handled it while the list was open, or if the move half finished and you tried again. A pending charge could also move at its authorised amount and miss a tip added later. Each move is now a single step that only goes ahead while the transaction is still waiting, at the bank's current amount and date. Pending charges wait until the bank posts them, a possible duplicate waits for your answer, and a cash receipt can no longer claim a card purchase. If a purchase already shows twice in Stage, delete the copy your bank sent, then skip that transaction when it comes back to the bank list.

Re-link now button removed from Settings, Accounts

The Re-link now button under your accounts in Settings promised to pair bank transactions showing as Unassigned with the right account, but that pairing never took effect, and no business had a transaction that needed it. The button is gone. Accounts for a connected bank are still added on their own when you open the dashboard, as before. If a transaction ever shows as Unassigned in Stage or the Ledger, open it and pick its account in the panel on the right.

Bank charges matched to entries already in your books

Some bank transactions reached the review list with no possible duplicate mark even though the purchase was already in your books: a receipt recorded without saying which card paid it, a card purchase that posted several days after the date on its receipt, and, after you disconnected a bank and connected it again, transactions already in your books that the bank sent a second time. These now link to the entry they match, or wait in review marked as a possible duplicate when the match is not certain, so Move all passes over them. A receipt matched this way also picks up the card that paid it. If you reconnected a bank recently, check the review list for charges you already have before moving them.

Pending card charges that post for a different amount

A bank charge moved to Stage while it was still pending kept its pending amount after it posted for a different one, such as a restaurant bill before the tip or a fuel pre-authorization. The same happened when the bank later corrected a charge. Now an entry that came from the bank and is not committed takes the amount and date the bank posted, and its tax is cleared so it is set again on the real amount. A committed entry, a receipt you or your AI agent recorded, or an entry whose amount or date was changed by hand is never changed: the posted charge waits in review marked as a possible duplicate of it, so you can compare the two. Check Needs tax for entries that changed.

Bank updates no longer missed during a sync

When your bank said new transactions were ready while Ledg was already reading from it, or in the half minute after, that notice was dropped. Nothing was lost, but those transactions could take several hours to appear, most often right after you signed in to your bank again. The notice is now kept, and the next hourly check reads the new transactions. Nothing to do on your side.

T2125 PDF and accountant email built from your entries

The T2125 PDF you download from the T2125 preview, and the copy you email to your accountant from there, were put together without your entries, so their income, expense and net income lines came out empty. Both now carry every committed entry dated in that tax year, along with your T2125 profile and capital assets, and match what the preview shows on screen. If you downloaded or sent a T2125 from Ledg before today, download it or send it again, and replace the copy your accountant has.

GST/HST filing guide totals only the return's period

The GST/HST summary in the filing guide, opened from a return on the Deadlines page, added up every committed entry the business ever had instead of the entries in that return's period, so Lines 101, 105 and 108 were too high after the first period. It now totals only the period the return covers and names those dates above the figures. An instalment shows no figures, since it is not a return for one period. If you copied figures from the guide into a return you already filed, open it again, compare, and correct the return in CRA My Business Account if they differ.

Books past 1,000 entries read in full everywhere

Stage, the Ledger, statements, reports, exports, account balances and the answers your connected AI agent gets from Ledg read at most 1,000 entries at a time, so a business past that size would have seen its oldest entries left out of lists and totals without any warning. Every one of them now reads all of your entries, however many there are, and the same goes for vendor rules, receipt attachments and the Activity page's list of people. No business on Ledg had reached that size, so there is nothing to do on your side.

Ledger tax totals after a GST or PST edit

Changing only the GST or only the PST on a Ledger entry saved its combined tax as just the part you changed, so the other part went missing from the Tax column of your CSV export and from report totals that read that column. Both parts now save together, and the combined tax always equals GST plus PST. If you changed GST or PST on a Ledger entry before today, open it, clear the GST or PST amount and type it back in so the total saves again, then export again any CSV you have already shared.

Skipped pending charges stay skipped after they post

A pending card charge you skipped in the bank review list could come back for review once it posted, when the bank withdrew the pending version before sending the posted one. When your bank sends the posted charge as a replacement for the pending one, it now stays skipped, even if the pending version was withdrawn first. Receipts your AI agent records and card statements you upload also no longer pair with a transaction you skipped, so they settle the charge that is actually waiting in review. Nothing to do on your side.

Skipped bank transactions stay skipped

The skip button beside a bank transaction waiting for review did not save. The row disappeared for a few seconds, then came back the next time the page loaded. Skipping now saves: the transaction leaves the review list and stays out of Stage, including when your bank later updates its amount or name, and when a pending charge posts. Skipped transactions are kept on record rather than deleted, and nothing about them reaches your books. Anything you skipped before today is still in the list, so skip it once more.

Bank categories kept for suppliers renamed without a category

Renaming a supplier without choosing a category creates a rule that only changes its name. That rule could stop the category from a connected bank, or from another matching rule, from being applied to the supplier's new transactions, so they reached Stage with no category. A name-only rule now changes only the name, and the category still comes from your category rules or the bank. Transactions already in Stage are unchanged: if one is missing its category, set it in Needs review.

Handbook rules and examples clarified

Some resource guides overstated tax deductions, omitted eligibility conditions, or mixed financial reporting rules with tax filing rules. Revised guides explain those distinctions, correct worked examples and connect the rules to supporting sources. Capital asset guides also distinguish enacted incentives from recently announced proposals, and the AI connection guide describes the tools and access actually available. If you relied on a guide for a filing, deduction or accounting choice, reopen the relevant section and check its conditions against your circumstances before acting.

Article browsing without repeated dates

The article list repeated update dates across many guides, making existing resources look like a batch of new posts. Cards now show the reading time, title, summary and topics, with titles ordered alphabetically by default. Search and topic filters still narrow the list, and Recently updated remains available when you want to find revised guides. Open an article to see its recorded update date beside the author and reading time.

Resource tax examples and sources corrected

Several Handbook entries and articles mixed prior-year tax amounts with current rules, used incorrect filing examples, or blurred personal and corporate expenses. The affected guides now use the applicable official rates, corrected calculations and direct source links. Resource pages also distinguish recorded updates from verified publication or attributed review dates, and explain how the material is prepared. If you used one of these guides for CPP, payroll, vehicle expenses, sales tax or filing preparation, reopen it and compare the cited rules with your tax year before using its example.

Homepage corporate guides restored

The homepage's small corporation card included stray technical text, and the separate corporate year-end card was missing. Both cards now show their own descriptions and open the correct guides. The Resources page also gives its three links short, clear names: Glossary, Handbook, and Articles. You can still click anywhere on each resource card, or reach its link with your keyboard. If you were looking for the corporate year-end guide, open its restored card on the homepage.

Statement slots for each account and month

Each account now has a year of optional statement slots in Settings. Add a PDF up to 10 MB and Ledg files it by the statement's closing month, keeps its actual dates, and compares the extracted dates and amounts with your current entries. A statement crossing two months stays together, and several statements can share a month. New PDFs are kept privately so you can open the original. Blank slots are optional, and a match does not approve tax or finish items waiting in Stage.

Detail panel scrolls without a scrollbar

When an entry's details ran taller than your screen, the panel beside Stage and the Ledger drew a scrollbar down its side, a grey bar between the list and the details. The bar is gone. The panel still scrolls with your mouse wheel, trackpad or keyboard, so everything further down, such as the receipt and its attachments, stays within reach. On a narrow window, where an entry opens in a sheet from the right, the sheet scrolls the same way. Nothing to do on your side.

Entry sources in plain words instead of symbols

Stage and the Ledger used to put a small symbol before each supplier name to show where the entry came from. It only explained itself on hover, and lines your AI agent read from a bank statement were marked as your AI agent's, with no mention of the statement. The symbols are gone. Open an entry and the detail panel says, under its date, where it came from in words, such as from your bank feed, from a CSV file you imported, or from a statement your AI agent read, naming the AI agent when Ledg knows it. When every entry shown on Stage came from one place, the count under the list says so once. Nothing to do on your side.

Handbook entries folded into fewer, fuller pages

The Handbook now has 123 entries instead of 154. Where two or three entries answered one question, their content now sits in the one page that answers it, and the old addresses forward there. Six articles that repeated a Handbook entry forward to that entry, two more live on inside the article on what your accountant needs from you, and three entries moved into the articles that already covered them. Ten entries on general accounting theory, or on personal topics outside running a Canadian small business, are retired. Every merged page had its rates and thresholds checked again against CRA and provincial sources, and out-of-date figures were corrected. A saved link to a retired entry opens a 404 page; search the Handbook for the topic instead.

Handbook cross-references as links, and change dates on every entry

When a Handbook entry or an article mentions another Handbook entry, the mention is now an ordinary link: click it and that entry opens. Resting the pointer on it shows a short preview of the entry first. Until now a click only opened that preview, and reaching the entry took a second click inside it. Handbook entries and articles also show the date they last changed next to the date they were last reviewed, so an edit and a fresh check against the source no longer look the same. Nothing to do on your side.

Handbook, glossary and articles, laid out for reading

Handbook entries, glossary terms and articles now share one reading layout. On a wide screen the text no longer sits on the left with a wide gap before its contents list: the other entries in the same section run down the left, the text sits in the middle at a comfortable line length, and On this page stays right beside it. Lists, callouts and tables read at the same size as the paragraphs around them, and worked examples keep their columns lined up. Articles now have an On this page list too. Worked examples whose figures did not add up have been corrected.

Drop a statement instead of browsing for it

You can drag the PDF straight onto the statement window now, from wherever your browser put it after the download. Both ways in take a drop: the one in Stage and the link your AI agent hands you. Choosing the file from a picker still works exactly as before. A file that is not a PDF is answered on the spot rather than after a wait, and if you drop a spreadsheet it points you at Import CSV instead, which is the right door for those.

Add statement, from inside Ledg

Stage has an Add statement button. Pick the PDF your bank gave you, choose which account it covers, and every transaction on it lands in Stage for review. Before anything is written, the lines are added up and compared with the opening and closing balances printed on the statement, so either the whole month is proven or none of it is added. Transactions you already have are recognised and skipped, and sending the same statement twice changes nothing. Scans and photos are turned away, because the numbers on them are pictures and we will not guess at money. Your AI agent can send one the same way.

Bank statements: send a month, get every transaction

Ask your AI agent to add a bank or credit card statement and it hands you a link. Pick the PDF your bank gave you and every transaction on it lands in Stage for review. Before anything is written, the lines are added up and compared with the opening and closing balances printed on the statement, and where the statement shows a running balance each line is checked against it too. If the figures do not agree, nothing is added and you are told which line disagreed, because books that are quietly wrong are worse than books you know are short. Lines you already have are recognised and skipped, so overlapping months and a statement sent twice change nothing. Scans and photos are turned away: the numbers on them are pictures, and we will not guess at money.

Pages that name the AI agents doing the work

Our pages talked about your AI in the singular, as if bookkeeping happened in one chat window you opened now and then. They now say what Ledg actually is. The front page reads "The bookkeeping system for you and your AI agents", and every page under it uses the same words: the agents you already work with connect to your books, prepare entries and receipt detail into Stage, and nothing reaches a statement or a tax total until you confirm it. Connect a second agent, or hand the work to a different one next month, and the books are still yours and the confirming is still yours.

Accountant handoff, and the free seat for your accountant

Handing your year end to an accountant was described in two places, and one of them was written for accountants rather than for you. There is now a single page for it, written from your side. It walks through what the handoff pack holds, the general ledger, trial balance, GST and PST summary by quarter and bank reconciliation, all built from entries you confirmed. It also explains the seat you can give your accountant: free on every plan, read-only so they can open your books and reports without changing a number, and yours to end at any time. Filing from Ledg is still planned rather than available.

Front page headline that says what Ledg is

The front page opened with a line about books keeping up with your business, which named neither the country nor the way the work actually gets done. It now reads "The bookkeeping system for you and your AI", because that is the shape of the product: you and the assistant you already pay for, working on the same set of books. The paragraph under it says who Ledg is for and how the two halves meet. You prepare entries in Claude or ChatGPT, then review and confirm them in Ledg, and nothing counts toward your statements until you do.

Public pages rewritten around working through your own AI

The pages that describe Ledg still told an older story: connect a bank, review transactions, hand the books to your accountant. They now describe how Ledg works today. The work happens in the AI you already use on the Solo plan, what it drafts waits in Stage, and nothing reaches a statement or a tax total until you confirm it. Connect your AI has its own place in the menu. The front page follows a receipt from your AI to a confirmed entry, and says plainly that filing your returns from Ledg is planned and not available yet.

Setup screens and emails that say business, not corporation

Ledg has supported sole proprietors alongside corporations for a while, but the setup screens and the emails we send still said corporation throughout. They say business now. The screen after you sign up asks you to add your business, the message when a save fails says the same, and the footer on invites, reminders and preview links describes Ledg as Canadian bookkeeping for solo businesses and small corporations. If you are a sole proprietor and the old wording made you wonder whether you were in the right product, you were.

Account menu on the public pages, with a way to log out

Your picture in the top right of the public pages did nothing when you clicked it, so once you were signed in there was no way to reach your settings or log out without first opening the app. Click it now and a menu opens with your account, Open app, Settings, and Log out. Logging out from there signs you out on every device, the same as logging out from inside the app. The demo on the front page also sits on a backdrop now, its rows match the spacing of the real Stage screen, and rows light up as you move over them.

Entry detail on the front page demo, and a calmer look across the site

The working demo on the front page showed a list of entries but not the detail panel that sits beside it when you are signed in, so it looked like a table rather than the app. Click any entry in the demo now and the panel opens on the right with its supplier, date, account, category and the tax split into the amount before tax, the GST and the PST. Elsewhere, a blurred green circle sat behind nine sections and hung off the side of the screen on a phone, and four panels carried a green shadow left over from an older version of our colour. Both are gone.

Wider public pages, and the app shown at full size on the front page

Every public page was laid out in a narrow column that left most of a large screen empty, and the working demo of Ledg on the front page was squeezed into a small box behind a pretend browser window, with only three rows in it. Pages now use the width of your screen, the demo is shown at full size with a month of real bookkeeping already in it, and the fake window frame is gone. The demo is still live, so you can code an entry, send a receipt from an AI, and confirm a row before signing up. Nothing about your own books changed.

Settings and every other page now use the full width of your screen

Stage and the Ledger filled a large screen, but Settings, Rules, Deadlines, Pulse, Minute book, Accountant, Activity and Messages sat in a narrow column with empty space beside it, and the page title started in a different place on each one. Every page now starts at the same left edge and spreads across the screen. Settings tabs lay their cards side by side, Pulse places its charts next to each other, Statements shows the two halves of a statement in columns on very large monitors, and deadlines and minute book sections sit in a grid. Forms and long text stay at a readable width. Phones and small laptops look the same as before. Nothing about your data changed.

Bank connections show when sign-in or a period check is needed

Bank sign-in requests were visible only inside Stage, and completing sign-in could leave the request showing or suggest that all missing transactions had returned. Ledg now shows connection problems across the dashboard and repairs the existing connection, preserving its accounts and history. Background checks retry bank problems and distinguish a completed sign-in from a fresh bank update. Periods needing comparison remain visible after a repair, including earlier interruptions. If a bank asks you to sign in, use its Sign in again button. If a period needs checking, open Statements for that account and compare the statement with your current entries.

Card statement lines matched to bank transactions by purchase date

When a card statement went in for a card that is also connected to your bank, its lines were compared with the bank's waiting transactions by the day each purchase posted, while a card statement prints the day it was made. Most card lines were left as possible duplicates instead of being matched, and Move all to Stage moved those possible duplicates too, which would have put the same purchases into your books a second time. Lines now match on either day, and a possible duplicate stays in the bank list until you merge it or keep both. If your bank list shows possible duplicates, merge each one rather than moving it.

Bank statement lines no longer shown as receipts

A bank statement line your AI agent filed opened with a rebuilt receipt, and on smaller purchases called its CRA documentation complete, although no receipt was ever read for it. Asking Ledg AI to categorize one also treated the bank's wording as a printed supplier name, so it was left untidied and your supplier rules did not learn from it, and a receipt you attached to one was not offered to your AI agent to read. A statement line now shows as a transaction with no receipt yet, Ledg AI tidies its wording like any bank transaction, and an attached receipt waits for your AI agent. Attach the receipt to any statement line where you claim the tax back.

Statement months and bank feed transactions counted once

When a bank statement went in for an account that is also connected to your bank, the same transactions could still be waiting in the bank list in Stage. Moving them over after the statement was committed put the month into your books twice, with no duplicate warning. Now each statement line claims the waiting bank transaction it matches, same account, day and amount, and that transaction leaves the list. One dated a few days apart is shown as a possible match for you to settle. If you added a statement before today, skip any waiting bank transactions from that month rather than moving them.

Bank accounts stay single after you disconnect and connect again

If you disconnected a bank and then connected it again, the next time the dashboard loaded Ledg could add a second, empty copy of each account from the old connection, and a receipt your AI agent recorded could be matched to a transaction from the connection you had ended. Ledg now ignores a connection once you disconnect it, so your accounts stay one per account and receipts match only transactions from banks still connected. If you see two accounts with the same last four digits after a reconnect, the empty one can be deleted from Settings.

Paid plan stays with you when a business is deleted

Deleting a business used to take its paid plan with it. A business you added afterwards showed Free while your subscription was still paid, and your AI agent was refused as if you were on Free. The plan now belongs to you rather than to one business. One payment covers one business, and when you delete that business the plan moves to your next one, or waits for the next business you add. If a business of yours shows Free while you are paying, open Billing: it should now read Solo. If it does not, write to us and we will put it right.

Add corporation works again

Adding another business from Settings or the workspace menu did nothing: the new business was checked against your permissions a moment before you were made its owner, so it was refused, nothing was saved, and the window stayed open without a word. Ownership now counts from the moment the business is created, so Add corporation saves it and switches you to it. If you tried to add a business and it never appeared, add it again. Businesses created during first-run setup were never affected.

On this page follows where you are

The On this page list beside Handbook entries and articles could stay on an earlier section while you read further down, because it only moved when a heading crossed a narrow band of the screen. It now follows the heading you are reading on every scroll, and lights the last section once you reach the end of the page. Choosing a section in the list glides to its heading instead of jumping, and stops just below the menu bar. Glossary terms are calmer too: the Handbook entry and related terms sit as plain links under the definition instead of cards beside it. Nothing to do on your side.

Statements can be sent again

A statement you had sent once could not be sent again, even when its transactions were no longer in your books. If they had been cleared from Stage after the first send, the month was stuck. Sending the same statement again now works: every line is checked against your books as they stand, so anything already there is skipped and anything missing is added back. When a statement has nothing new, the window now says so, instead of reading as though transactions were added. If you had a month stuck this way, send its statement again.

Ledger deletes ask first

The bin beside a Ledger entry removed it on a single click, and Delete selected took a whole selection without asking anything. These are entries you already reviewed and committed, so they sit in your reports and in the sales tax return for their period, and there is no undo. Both now ask first, and the question says how many rows are going and what else moves when they do. If any of them fall inside a period you matched to a bank statement, it says that too. A delete that fails now puts the rows back on screen and tells you, instead of hiding them until the next reload.

GST/HST deadlines start the day you registered

Ticking GST or HST registered in Settings put returns and instalments on your calendar for the whole life of the business, including periods that closed before you registered and that you owe nothing for. If you registered partway through a year, that looked like a row of missed filings. There is now a Registered since date beside the tick, taken from your CRA confirmation, and periods that ended before it are left off the calendar. Existing businesses are unchanged until you fill it in, so nothing disappears on you. Reminder emails and your accountant's client view follow the same date.

GST/HST return steps: the right number on the right line

The filing steps on a GST deadline told you to put the tax you collected on line 101. Line 101 is your total sales, not the tax, so anyone who followed it understated their sales and put the tax in the wrong box. The steps now give you line 101 as your sales with tax taken out, line 105 as the tax you charged, and line 108 as your input tax credits, and they follow the Quick Method rule when your profile says you elected it. If you filed a return using the old steps, compare it with the figures shown now and file an adjustment if the boxes do not match.

Income tax estimate now uses your own province's rate

The estimated income tax on your statements, reports and accountant pack used one rate for the whole country. It was Ontario's combined small business rate, so a corporation anywhere else saw the wrong number: too high in British Columbia by about a tenth, and by more than a third in Manitoba and Yukon. The estimate now uses the combined federal and provincial small business rate for the province on your profile, and every screen names the rate it used. It is still an estimate and not a return, so check it with your accountant before you rely on it.

Home office: the flat rate option is gone

Setup and your tax profile offered a home office method of two dollars a day up to five hundred. That was a temporary measure for employees, it never applied to business income on a T2125, and the CRA retired it after the 2022 tax year, so it was an amount no self-employed person could claim. The option is gone and the detailed method, based on your floor area and your actual home costs, is the one that remains. No customer had the old option selected, so no T2125 preview changes.

Transactions your agent has read a receipt onto

A transaction your AI agent had read a receipt onto could still say no receipt had been read. Small receipts were the ones that showed it: anything without itemised lines or a supplier registration number, which is most coffee and parking. The tax and the supplier were saved correctly, but the receipt panel disagreed with the rest of the screen and there was no way to tell which to believe. The panel now reads the record of when a receipt was read, so what you see matches what your agent did. Nothing needs redoing, and transactions handled earlier read correctly now.

Pricing answers: where your books are stored, and how to invite your accountant

Two answers on the pricing page were out of date. One said the database holding your books was in the United States. Your books are stored in Canada, in Montreal, and the service providers that handle data outside Canada are listed in the Privacy Policy. The other said an accountant you invite needs no account of their own. They create a free Ledg account to accept, and they still never pay and never count against your plan. The invite itself lives in the Members tab in Settings. If you looked under Sharing and found nothing, that is where it moved.

GIFI codes on three built-in categories

Every built-in category carries a CRA GIFI code, shown beside the entry and readable by an AI you connect. Three were wrong. Professional fees carried the code for land transfer fees, sub-contract work carried a number that is not in the CRA index at all, and telephone carried the code for heating fuel. They now carry the codes the index gives for professional fees, trades and sub-contracts, and telephone and telecommunications. Codes are worked out when a page or an export is built, so entries you confirmed earlier are corrected too and there is nothing for you to redo.

BC PST on professional services: the expansion is paused

Our British Columbia guides said provincial sales tax would apply to accounting, engineering, architectural, security and non-residential real estate services from October 1, 2026, which is what Budget 2026 announced. British Columbia paused that expansion on September 18, 2026 and has not announced a new date. The guides now say so and link the provincial notice. If you registered for PST ahead of the original date, or already started charging it on those services, read the notice and speak to your accountant before your next return.

Tables, diagrams and worked calculations in the Handbook and articles

Dozens of Handbook entries and several articles showed an empty bordered box where a table, a worked calculation or a step diagram belonged. The content was written and stored, but it never reached the page. Those boxes now render, including the GIFI code examples on the Schedule 100 and Schedule 125 entries and the worked calculations on the home office and capital cost allowance entries. If you read one of those entries and thought a section was missing from it, open it again.

Terms, Privacy and Security: the free limit, and the AI you connect

The Terms said the free plan allowed 100 ledger entries per fiscal year. The limit is 100 confirmed entries in total, which is what Ledg has always counted, and the Terms now say it that way. They also state the refund on a first payment cancelled within 24 hours. Privacy and Security now describe the AI you connect: what it can read, that anything it records waits in Stage until you confirm it, and that you can revoke it at any time in Settings. How your books are handled has not changed; the documents now match it.

Reduce motion setting on your computer now turns off animation in Ledg

If you have asked your computer to reduce motion, Ledg was ignoring it. The button on the front page kept pulsing, sections slid upward as you scrolled to them, and panels faded in on their own timing, which is uncomfortable for anyone who turns that setting on for a reason. Ledg now reads the setting on every page, public and signed in, and shows things in place instead of moving them. Nothing disappears and no feature is lost, you simply arrive at the finished state. Turn it on under Accessibility in your system settings if you would like this.

Buttons, links and focus outlines in the brand green are easier to read

The green behind buttons and under links was too light for the page it sat on, so the words on Start free, Commit and the buttons like them were faint on a bright screen, and the outline that shows where the keyboard is was easy to lose. That green is now deeper everywhere it carries words or an outline, and it stays the same green, only stronger. Charts, status dots and the tinted fills inside your books keep the lighter shade, so your books look the way they did. Nothing about your data, plan or settings changed, and there is nothing you need to do.

Public pages: the connected bookkeeping workflow

Our public pages described a bank-to-accountant workflow without explaining how to work through the AI you already use. They now show how to connect your AI, process receipts, and review and confirm the results in Ledg. The homepage, feature descriptions, and walkthrough distinguish that work from the web's role in checking your books. Our direction page also separates available features from planned filing services. Visit How it works for the walkthrough or Connect to AI for setup. Your plan, prices, and confirmation controls have not changed.

New entry page: record a purchase or a sale with its tax and receipt

Adding a transaction by hand used a row of small boxes fixed to the top of Stage. It now has its own page, opened from New entry on Stage or the plus button on your phone. Pick the supplier and Ledg suggests the category you used for them before. Enter GST and PST from the receipt or, in most provinces, work them out from the total, mark a purchase as having no tax, add the supplier's GST/HST number, and attach the receipt. If the same charge is already in your books, including one your bank sent, the page tells you before you save. Leaving tax blank means you add it later in Stage.

Wider pages on large screens

On a large monitor, the Ledger and several other pages stopped at a fixed width in the middle of the screen, leaving wide empty margins and cutting long supplier names short. The Ledger now widens with your screen, and its supplier, category and account columns share the extra room so full names fit. On smaller screens the Ledger table keeps every column at a readable width and scrolls sideways inside its own box instead. Overview, Statements and the T2125 preview are wider too. Nothing about your data changed.

Transaction detail: a wider receipt panel that holds still

Opening a transaction in Stage or the Ledger drew its receipt in a narrow side panel, so item names and amounts wrapped onto extra lines, and the paper tilted back and straightened again whenever the pointer passed over it. On larger screens the panel now opens wider while a transaction is selected, so each item and its amount sit on one line, and the receipt no longer moves. Smaller screens keep the current width so the list beside it still has room. Nothing about your data changed.

Connector: fewer approval prompts, and each one says what it is for

Your assistant asked permission again on nearly every request, even after you chose to always allow. It was our fault: a connector can tell your assistant what each tool does, and we had said nothing, so all of them were treated as though they might destroy something or reach out across the internet. Neither is true. Most only read your books, the two that write can add a receipt or fill one in and never delete, and none of them touch anything outside your own account. All of that is now declared, and each request names itself in plain words, so your assistant can stop asking about the harmless ones.

Connector approval screen: assistants named by where approving sends you

When you connect an AI assistant, the approval screen now names it by the address you will be sent back to after approving, instead of by the name the assistant gives itself. Well-known assistants such as Claude and ChatGPT appear by name, any other service appears as its web address, and an app running on your own computer is labelled as one, with a reminder to approve only if you just started it there. The list of connected assistants in Settings and the note on entries an assistant records use the same names.

Receipts you upload: your assistant can now read them

Dropping a photo on a transaction filed it in your Google Drive and stopped there. Nothing read it, so the transaction still showed no receipt and no tax detail. Now your AI assistant can. Ask it to check your receipts and it finds the ones nobody has read, looks at each picture, and writes down the supplier, the registration number, the tax and each item on the transaction that was already there. It never changes the amount or the date, because those are what your bank says moved; if the receipt total disagrees it tells you instead of picking one. Set a daily task in your assistant and it keeps up on its own.

Privacy and Security pages: hosting locations spelled out

The privacy policy (v1.3), the security page (v1.1) and the sub-processor list now say precisely where your data is hosted: the primary database, including your books and account data, runs on Supabase on Amazon Web Services in the United States (Oregon), and application servers run on Vercel in the United States. Receipts and minute-book documents stay in your own Google Drive under your account, and you can export everything at any time. The CRA accepts an electronically readable copy of your books produced in Canada; the CSV export and the accountant handoff pack are that copy.

BC PST: professional services taxable from October 1, 2026

Budget 2026 extends BC PST to accounting and bookkeeping, engineering, geoscience, architectural and security services on October 1, 2026, and our PST guide had those sitting in the exempt list. It now lists them as taxable with the rates, including the part most people get wrong: accounting and security services are 7% of the full price, while engineering, geoscience and architectural services are 7% of 30% of the price, so a $10,000 engineering invoice carries $210, not $700. Management consulting, marketing, custom web development, and graphic and industrial design stay exempt. Registration is open now, and you have to be registered before your first taxable sale, not after it. The BC incorporation guide carries the same warning on its PST step.

Public pages: current descriptions and clearer headings

Some public pages kept outdated descriptions of Ledg as a tool only for corporations, and the pricing page used the same headline as the homepage. The homepage and company descriptions now include Canadian freelancers and corporations, and public pages refresh their descriptions when they change. Features, Pricing, How it works, Resources and Contact each have a distinct description that explains what you will find there, and the pricing heading clearly identifies the plans page. Use the page links in the navigation or footer to reach the information you need. Existing bookmarks continue to work.

Stage: scrolling to the bottom no longer pulls the page up

On Stage, scrolling to the end of a long list moved the whole page, including the sidebar and the side panel, up past the top of the window and left an empty band underneath, so the list looked cut off. The page now stays where it is and only the list scrolls, whether Stage holds ten entries or a few hundred. Nothing about your entries changed, and there is nothing you need to do.

Commit on Stage: only the entries you can see, with their tax

The Commit button on Stage showed how many entries were ready, but it moved every categorized entry in your books into the Ledger, including ones still missing GST, flagged as possible duplicates, or waiting for you to confirm a Ledg AI category. Commit now moves only the entries in the Ready tab that match your filters, or the ones you tick, and its label always shows that number. Anything still missing a category or tax stays in Stage. There is nothing you need to do.

Transaction side panel: Escape in a tax box undoes your typing

Pressing Escape in the GST or PST box of a transaction's side panel, in Stage or the Ledger, was meant to undo what you had typed, but it saved it instead, and leaving an untouched blank box saved it again. Escape now puts the box back the way it was, and a box you did not change is not saved. If you pressed Escape in a tax box recently, check that transaction's tax.

Bank messages on Stage: readable, and out of the way once your bank is connected

When connecting a bank failed or was refused, the message appeared as a long line of red text beside the Connect Bank button. It squeezed the page title into a narrow column, ran into the side panel, and pointed at a Reconnect button that was not on screen. Messages now appear in full under the page title, or under the bank they are about, and say plainly whether anything changed. A sync that does not finish now says so too. Once a bank is connected, Stage shows a slim bar with its name, accounts and last sync in place of the large Connect Bank button, and connecting another bank lives in that bar. There is nothing you need to do.

Review bank transactions: Undo on a skipped transaction now keeps it

Skipping a transaction under Review bank transactions and pressing Undo put it back on screen, but it was still deleted behind the scenes, so it was gone the next time the list loaded, and your bank does not send a skipped transaction again. Undo now keeps it: the transaction stays in the list until you move it to Stage or skip it again. If you undid a skip before today and that transaction is missing, email info@ledg.ca.

Disconnecting a bank keeps the records behind transactions you already booked

Disconnecting a bank removed everything that came from it, including the bank record sitting behind each transaction you had already reviewed and committed. The transactions stayed in your books, but what proved where they came from was gone, and it could not be fetched again because banks only share the last three months. Disconnecting now removes your bank's access and every unreviewed transaction, and keeps the bank record for anything already in your Ledger, where only that transaction can reach it. The bank disappears from Stage as before, and reconnecting later behaves the same. If you disconnected a bank before today, transactions from it will show no bank record.

Two identical charges on the same day both stay in your books

Two coffees for the same amount on the same day, or any pair of charges that looked alike, could be treated as one. When your bank sent the second one, it was attached to the transaction the first one had already created, so one of the two quietly vanished from Stage and your total was short. Matching now only ever attaches a bank transaction to something you entered yourself, by hand, by import, or from a photo, and never to one the bank feed already created. Both charges now arrive and both stay. Check Stage for any day where you know you paid twice and only one came through.

AI assistant connection: now described as it actually works

The Connect AI page, the pricing page, and the connection card in Settings still said your AI assistant could only read your books, after it had gained the ability to record receipts. They now say what it does: it reads your books, and the only place it can write is your Stage, where it can record a purchase from a receipt or add a receipt's detail to a transaction. It cannot change anything you have confirmed, and nothing it writes counts toward your statements, GST figures, or accountant package until you confirm it. What your assistant can do has not changed, and there is nothing you need to do.

Receipts from your assistant: matched to the transaction your bank already sent

When you showed your AI assistant a receipt for something your bank feed had already brought in, it could not find that transaction, because it could only see transactions still waiting for review, not ones a rule had already categorized. It told you the purchase was not in your books, and recording it anyway would have counted it twice. Your assistant can now search every transaction by date, amount and supplier, writes the receipt onto the one that matches, and will not add a second copy when your bank feed already has the purchase. Show it the receipt again in a new conversation.

Bank connections: connecting the same bank twice no longer duplicates your books

If a bank connection stopped syncing and you connected that bank again instead of using Reconnect, Ledg treated it as a brand new bank. You got a second copy of every account, and every transaction arrived twice in Stage, which would have doubled your balances the moment you committed them. Connecting a bank that is already connected and working now tells you so and adds nothing. Connecting one that has stopped working replaces it properly, keeping the accounts and history you already have. If you hit this, check Stage for transactions that look repeated before you commit, and email info@ledg.ca if anything still looks doubled.

Receipt view: a receipt now appears only when one was actually read

Opening any transaction drew it as a receipt, including rows that came straight from your bank feed. Those rows carry a date, a description and an amount and nothing else, so the subtotal and tax lines underneath them were a document nobody ever held. A transaction with no receipt now says so, shows only what is known about it, and points at the one thing that produces one: show the receipt to your AI assistant and let it record the detail. Rows that did come off a receipt are unchanged, with the supplier, each item and its tax status, and the tax breakdown as printed.

Connector permissions: approve expense recording the first time your assistant asks

Connections made before your AI assistant could record expenses stayed read-only, and disconnecting and reconnecting did not change that, because the assistant kept the permission you approved the first time. That is fixed, and you do not need to reconnect anything. The first time your assistant tries to record an expense, it now pauses and asks you to approve the new permission on the Ledg approval screen, then finishes what it was doing. The same screen states plainly what an assistant still cannot do, including changing or deleting anything already in your books, and confirming an entry, which stays yours alone.

Status page, and pages that stop waiting when the database does not answer

On the evening of September 9 the database behind Ledg stopped answering for about half an hour. Pages that needed it waited until the hosting platform gave up, so you saw a raw hosting error instead of anything from us, and sign-in through the AI connector could not finish. Now every request to the database gives up quickly, ledg.ca/status shows live health of the books database and sign-in and stays up when they do not, the dashboard shows a banner when your books are unreachable, and an automatic check alerts us as soon as either one stops answering. If you land on the status page, wait; it returns you to where you were as soon as everything is back, and nothing you entered is lost.

Ledg AI: auto-categorize was returning nothing

Pressing Auto-categorize using Ledg AI, or the per-row Auto-categorize action, finished without cleaning a vendor name or suggesting a category, and rows stayed in Needs you as if the button had done nothing. The model behind Ledg AI had been retired by its provider, and every request was failing quietly. Ledg AI now runs on a current model, and if that one is ever retired it switches itself to a live one instead of going dark. Forwarded receipt emails that relied on the same model parse again too. If you have rows that never got a suggestion, open Stage and press Auto-categorize using Ledg AI once more.

CSV import: single-column bank exports came in backwards

A CSV with all amounts in one column, money out written as a negative, imported with every sign flipped: purchases landed as revenue, deposits landed as expenses, and the income statement read backwards. Files with separate withdrawal and deposit columns were never affected. Ledg now reads the running balance column, when your file has one, to see how your bank signs amounts. The preview labels each row it shows Money in or Money out, says whether that was checked against the balance or assumed, and offers a Signs look backwards button that flips the file before import. If an earlier import came in reversed, delete those entries and import again.

Billing: 3D Secure upgrades finish, and no second subscription

Some Solo upgrades stopped halfway. When your bank ran the extra confirmation step Canadian cards often carry, you came back to a page that never started the subscription: card saved, nothing charged, and Billing still showing Free. Ledg now notices when your bank sends you back and finishes the upgrade, and if your bank declined or we could not finish it, says so and confirms you were not charged. If an upgrade went quiet on you before today, you were not billed; just start it again. An upgrade also checks for a live subscription before starting one, so reaching checkout twice does not open a second. If your billing looks wrong, email info@ledg.ca.

Deadlines: wrong instalment dates and empty calendars fixed

GST/HST quarterly instalment dates ran a month late for anyone with a December 31 year end: the second and third quarter ends came out as Jul 31 and Oct 31 instead of Jun 30 and Sep 30, and CRA charges interest on a late instalment. Deadlines were also pinned to the calendar year, so a business whose year end is not December 31 saw last year's filings marked overdue and the coming year's never generated. Sole proprietors were served the corporate T2 calendar. Deadlines, Overview, the sidebar badge, your accountant's client list and the reminder emails now share one rolling window, 30 days back and 12 months ahead, and follow your entity type. An empty calendar now explains why it is empty.

Security: tighter rules on plan, billing and entry counts

A review of our access rules tightened two of them. Your plan and billing details can now be changed only by our payment processor and by Ledg itself, never from a signed-in browser. And the count of committed entries for a business is now visible only to its members. It was only ever a number: no amounts, vendors, dates, statements or documents were reachable through it. Nothing on your end needs doing.

Activity and bank connections: log noise, and Move all stopping short

Two bugs that got worse the longer you left the dashboard open. The Activity page logged a new dashboard view every 60 seconds for any tab left open, so the noise buried the record of who actually looked at what. A visit now logs once, when you arrive. Separately, "Move all to Stage" on a bank connection moved one page of transactions at a time, and after a successful batch the panel said "All caught up" while more were still waiting. It now refreshes after every round, so the list keeps advancing until it is genuinely empty. Existing activity entries are kept.

Handbook: related concepts links render again

Sixty-five of the 154 handbook entries showed their "Related concepts" list as empty bullets, and another 66 cross-references left a blank gap mid-sentence. Every related-concept link now shows the title of the entry it points at, and every link is checked before a handbook update goes out, so a broken one cannot reach you again.

Solo plan: $4 CAD a month, $24 CAD a year

Solo drops from $9 CAD a month to $4 CAD a month, and from $84 CAD a year to $24 CAD a year, which works out to $2 a month on annual billing. That takes the annual discount from 22 percent to 50 percent, so the pricing toggle and the billing screen in Settings now carry a Save 50% badge and bill $24 CAD once a year. Solo still carries unlimited ledger entries on one corporation, bank sync, Ledg AI vendor and category cleanup, and the MCP connector. Free keeps manual entry, CSV import, statements, the Handbook and the handoff pack. Free stays at 100 entries with no credit card. Pages and link previews that were still quoting the old $9 now say $4.

Dashboard layout: detail panels, and Settings slimmed down

Stage, Ledger, Statements and Rules now open a detail panel on the right when you click a row, and editing of category, tax and receipts moved into it. Rules and Activity left Settings for their own pages in the sidebar, and Sharing is now called Members.

Plans: Ledg AI and the MCP connector move to Solo

Ledg AI vendor and category cleanup and the MCP connector for AI clients are now Solo features. Free keeps manual entry, CSV import, GST and PST tracking, statements, the Handbook and the accountant handoff pack. On Free, either one shows an upgrade prompt instead of failing partway through.

Rules: click-to-detail editor with duplicate cleanup

Every rule on the Rules page opens a detail panel on the right when you click it. Rename the display name (what shows on every matching transaction), change the bank descriptor the rule matches on, swap the category, or delete. Duplicate rules (different raw bank descriptors that all clean up to the same display label and category) collapse into one row with a "merged ×N" badge; a "Clean up duplicates" button merges them into one rule and adds their use counts together. Adding a rule that matches an existing one now stops you instead of quietly creating a duplicate.

MCP server: 12 read-only tools, AI-friendly defaults

Two tools join the connector: list_accounts, so your assistant can find your accounts before asking for a balance, and list_categories, so it uses your exact category names instead of guessing. list_corporations now says whether each business is a corporation or a sole proprietorship. list_deadlines defaults to a rolling 12-month window from today instead of a fixed calendar year, so a business whose fiscal year crosses the calendar boundary always sees the right deadlines. list_minute_book returns an empty list with an explanation for sole proprietorships.

Stage and Ledger: top row opens automatically on entry

Walking into Stage or Ledger now selects the topmost row by default and opens its detail in the right rail, so the panel has something to show the moment the page opens. Close it or click another row and Ledg leaves your choice alone.

Statements: owner deposits stop polluting revenue

Every statement and total (income statement, balance sheet, cash flow, investor summary, the Pulse cards, and the sales, expense and GST figures your AI assistant reads) now classifies entries by category, not by whether the amount is positive or negative. Owner Deposit / Owner Withdrawal / Loan Proceeds / Loan Repayment / Internal Transfer / Tax Remittance / Capital Asset are balance-sheet movements and never appear on the income statement. The balance sheet now shows capital assets, loans payable and owner contributions as their own lines. Cash flow now breaks down into operating, investing and financing. The accountant handoff pack's GST/PST summary picks up the same fix.

For accountants: Clients page, direct invites and Messages

An accountant with shared access gets a Clients page listing every business they can see, can invite a client directly, and a Messages thread sits between owner and accountant inside the dashboard.

Free plan: 100 committed entries

Free trims from 300 to 100 committed entries. Existing entries, reports, exports and the handoff pack stay live at the cap; new commits pause until you trim or upgrade.

Ledg AI: vendor names cleaned and categories suggested in Stage

Press Run Ledg AI on a Stage zone and Ledg AI turns each cryptic bank descriptor into a readable vendor name and proposes a category from your chart of accounts. "SQ *DARK HORSE NEW WESTM BC" arrives as "Dark Horse Coffee" coded to Meals & Entertainment. You confirm every commit, suggestions are remembered per vendor, and Ledg AI never posts to the ledger on its own.

Bank disconnect: one click, committed entries kept

Connected banks list now has a Disconnect button on every row. Disconnecting revokes Plaid's access, deletes the synced transactions you never moved into the ledger, and keeps the entries you already committed. CRA still expects six years of committed entries, so those stay where they are.

Reconnect after a bank password change

Change your bank password and the connection turns amber with a Reconnect button. Click it, sign in again inside Plaid, and sync resumes where it left off. No re-import, no duplicate entries.

Privacy policy: dedicated banking section

The privacy policy now has a banking section: what we receive from Plaid, where it is stored, and the exact steps to revoke access and delete it, the same steps already in Stage.

Activity log for shared access

The Activity log shows who viewed which page when, scoped to the accountants you invited. Statement exports and ledger views are recorded with the time and the page, so you have an audit trail before tax season.

Company profile: editable after registration

Settings → Company can now edit the corporation profile (name, BN, fiscal year-end, province) after registration, instead of forcing a delete-and-readd. Reconciliation history and ledger entries stay attached.

Handoff pack: free on every plan

Generating the year-end handoff bundle for your accountant no longer requires a paid plan. The Free plan includes the same general ledger, trial balance, GST/PST summary and bank reconciliation as Solo.

Page for your accountant

A page at ledg.ca/accountants explains to your accountant what Ledg does and how shared access works. Send them the link before you invite them.

Billing: Solo paid by card, refunds within 24 hours

Paid plans can now be bought inside Ledg. Checkout never leaves the app, an accidental signup cancelled within 24 hours is refunded automatically, and Settings → Billing keeps your receipts and payment history.

Roadmap page

Where Ledg is going, written down at ledg.ca/future: the principles we are not breaking and the trade-offs we are making to keep the price sustainable for solo operators.

#0042 codes on every ledger entry

Every committed entry gets a short code assigned at commit time. Short form #0042 shows on ledger rows; full form 2026-0042 flows through CSV export and cross-year references. Numbers reset every calendar year and never reuse after delete, so a reference stays stable for your CPA conversation.

Duplicate warning no longer interrupts commit

Committing from Stage no longer pops up a confirmation when another row shares the same account, amount, and date. The amber Possible duplicate badge stays on the card as a visual signal. The 8-second undo banner is the safety net now, so two same-day coffees commit without a dialog.

Longer undo window

The post-commit undo banner now stays for 8 seconds instead of 5. Long enough to catch a mistake, short enough to stay out of the way.

Deadlines: .ics export for your calendar

The Deadlines page now exports an .ics file that imports cleanly into Google Calendar, Apple Calendar, and Outlook. Each deadline gets a reminder 7 days before and one the afternoon before, so CRA dates live where you already check your schedule.

Command palette: ? shortcut and a shortcuts list

Press ? anywhere in the dashboard to open the command palette, in addition to the usual ⌘K. A new Keyboard group inside the palette shows the bindings so you never have to leave the palette to learn them. Windows users whose browser intercepts Ctrl+K now have a reliable fallback.

Changelog RSS feed

Subscribe to ledg.ca/changelog/feed.xml in any newsreader to follow ship notes without checking the site. Each entry shows up once in your reader no matter how often it checks.

Command palette: visible trigger in the sidebar

The command palette has answered to ⌘K since launch. Now the sidebar shows a visible trigger so mouse users discover it and keyboard users see the shortcut. Click or ⌘K to jump anywhere in seconds.

Pulse: four cards with month-over-month change

Cash on hand, this month net, runway, and net GST owing sit at the top of Pulse as four cards, each showing its change from last month.

Overview: cash on hand first

Overview now leads with cash on hand, the number a one-person corporation asks first. Needs-you actions move up, and the tax position sits in a collapsed section below.

Reconciled months rail

A six-month strip above each account's ledger colours matched, gap, broken, and never-reconciled months. Click a month to start reconciling it as of its last day.

Inline row edit in Ledger

Vendor, description, and category edit in place on any ledger row. Reconciled rows stay locked. Amount and date changes open a panel on the right and ask you to confirm before a reconciled month is broken.

GST on part of a receipt

Mixed-taxability receipts (groceries plus household goods, meals plus alcohol) now take a taxable portion in a small pop-up and compute GST against only that slice. No more over-claiming ITC on zero-rated lines.

Opening balance guard

Changing opening balance now checks your reconciliation history first. It saves without fuss when no reconciled month is affected, warns when one is, and asks you to type BREAK when matched months would come apart; the broken matches stay on record as an audit trail.

Ledger filter bar

Account, category, date, and search filters sit above the ledger and the filters live in the page address, so you can bookmark or share a filtered view.

Dashboard on a phone

Stage, Overview, Ledger and Settings now fit a phone screen. Quick entry, bank connections and reconciliation stack vertically so everything sits within thumb reach.

Feedback button on every page

A floating feedback button sits in the corner of the dashboard. Send a note or a bug report without leaving what you were doing; the page and browser details attach on their own.

Canadian corporate accounting handbook

154 cited entries covering federal, BC, and Ontario corporate accounting. Linked inline across the product so the definition shows up where you need it.

Books in the cloud

Every corporation, account and entry is now stored on Ledg's servers instead of in your browser. Sign in anywhere, your books follow.

Vendor rules

Ledg learns the category you pick for a vendor and suggests it the next time that vendor shows up in Stage. Edit the rules any time from the Rules page.

CSV bank import

Drag a CSV from your online banking portal onto Stage. Ledg reads the columns, skips duplicates, and queues every row for review.

Command palette

Press ⌘K anywhere in the dashboard to jump pages, search entries, or run actions without touching the mouse.

Pulse

A P&L summary and month-by-month charts for your corporation. Read where revenue is coming from and where expenses are leaking without cracking open a spreadsheet.

Ledger

Commit entries from Stage and they join a permanent ledger you can scan, filter, and export to CSV. Your CPA gets the clean file, you keep the history.

Bank transactions: re-link from Settings → Accounts

Settings → Accounts has a Re-link now button that pairs any Plaid-synced transactions still showing Unassigned with the right account in one click. Handy if your early commits landed before the bank account existed in Ledg.

Cash and credit, split

Cash on hand now sums only chequing and savings. Credit cards and lines of credit now show as a separate Credit owed figure, so what you owe no longer counts toward cash on hand.

CRA weekend roll-forward

Every tax deadline now rolls to the next business day when it lands on a weekend or federal holiday. No more Saturday overdue badges for filings that are actually open Monday.