WardLog

The Guardianship Accounting App Built for One Ward

Courts require a court-appointed guardian or conservator to file a periodic report — usually annual — covering the ward's condition and care, plus a full accounting of every dollar of the ward's property received and disbursed. WardLog is a private, offline record-keeping tool for a solo guardian managing a single ward: it keeps your care log and your money in one place all year, reconciles each reporting period, and exports a worksheet you transcribe onto your court's own form, so you arrive at review with a complete record instead of a shoebox of receipts.

An Accounting Is a Reconciliation, Not a Checkbook

The single most common reason a guardianship accounting gets rejected is that the numbers do not tie out. A court accounting is not a running checkbook register — it is a reconciliation. You start from a beginning balance, add total receipts, subtract total disbursements, and the computed ending balance must equal the actual balance on the ward's bank or investment statement. WardLog performs that calculation for every period and tells you plainly whether your figures match the statement balance you enter, so a discrepancy surfaces at your desk instead of at the courthouse.

Schedule A, Schedule B, and Vouchers

WardLog organizes money exactly the way an annual accounting expects. Every receipt — Social Security, pension, interest, an asset sale — lands on Schedule A. Every disbursement — care-home fees, medical bills, taxes, insurance — lands on Schedule B, each subtotaled. For disbursements, many courts require a voucher: a receipt or a canceled check. You can photograph a voucher and attach it to the line, and the worksheet PDF marks which disbursements have a voucher on file and reproduces the images in an appendix.

The Care and Condition Half

A guardianship report is two filings in one: the accounting and the report on the ward's condition and care. WardLog keeps them as distinct sections. You log care visits with notes, dates and photos; record medical, residential, financial and legal decisions with your rationale; and track condition changes over time across physical, cognitive, behavioral and living-situation domains. At report time, that timeline becomes the condition-and-care section of your worksheet.

Carry-Forward So You Never Re-Key a Balance

Your first reporting period opens from your Inventory — the ward's starting assets at the time of appointment. From then on, each period's ending balance becomes the next period's opening balance automatically. You set up the inventory once and never re-key an opening balance again, which removes a whole class of transcription errors that cause filings to fail.

Private by Design

A ward's financial and medical record is sensitive. WardLog stores everything locally on your device — there is no account, no login, and no cloud sync. The only data that leaves your device is the PDF you choose to export. Because these are legally retained records, viewing and re-exporting everything you have already entered is always free, on any plan; the app never locks, hides or deletes a record you have made.

Honest About What This App Is

WardLog is a private record-keeping and reconciliation tool. It does not provide legal advice, does not interpret your jurisdiction's guardianship statutes, and does not guarantee that any filing will be accepted. It deliberately produces a generic worksheet rather than a facsimile of any court form, because the worksheet is yours to transcribe onto the official form your court provides. You are solely responsible for your court's requirements — WardLog gives you the organized, reconciled record that makes meeting them easier.