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Liberty HeritageAccount Administration

Customer view Admin Import

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$0Total balance

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All accounts

Select an account

Pick an account from the list, or create a new one to start.

New account

Account

Account holder name Account type Account number Routing number Current balance APY (%) Account opened Status

Business / Owner

Business name EIN / Tax ID Contact name Phone Email Address line 1 Address line 2 City State ZIP Industry Year founded

Notes (private — admin only)

New transaction

Date Amount (negative = debit / positive = credit) Description Category Reference / check no. Status Memo

Auto-generate transactions

Generate a realistic mix of credits and debits that nets to your target. Payroll, rent, utilities, SaaS, marketing, taxes, and customer payments are spread logically across the period.

Target net amount ($) Number of months Period ends on Business scale (revenue multiple) Apply mode Realism

Bulk add transactions (CSV / paste)

Paste one transaction per line. Format: YYYY-MM-DD, amount, description, [category]. Negative amounts are debits.