Representative payee records without the spreadsheet
A private, local-first iPhone app for recording benefits received, expenses paid, saved funds, supporting documents, reconciliations, and review-ready evidence.
What this means in practice
Built for the day-to-day recordkeeping job
Record benefits and expenses, attach receipts or PDF documents, see the running balance, and keep beneficiary records organized throughout the year.
Evidence stays with the record
Scan receipts with the iPhone camera or import PDFs from Files. Payee Ledger can create an evidence packet that combines ledger information with the supporting documents you choose to attach.
Private by design
Version 1 does not require an account, connect to a bank, use advertising SDKs, or upload your ledger to an AthleteOS server. App records are stored locally on the device unless you intentionally export or back them up.
Reconciliation without bank credentials
Payee Ledger Pro includes a manual reconciliation workflow so you can compare the app's recorded balance with a statement balance without sharing bank login credentials.
Not an SSA service
Payee Ledger is an independent recordkeeping tool. It is not affiliated with, endorsed by, or operated by the U.S. Social Security Administration and does not determine benefit eligibility or whether an expenditure is permitted.
Support
For help, visit /payee-ledger/support or email athleteos.support@gmail.com.