From 1c28ade22c7ddb364b99e8d8a51f423edf6c7ae5 Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Sun, 19 Oct 2025 13:25:51 -1000 Subject: [PATCH] choosing accounts: updates --- src/Choosing-accounts.md | 12 ++++++++++-- 1 file changed, 10 insertions(+), 2 deletions(-) diff --git a/src/Choosing-accounts.md b/src/Choosing-accounts.md index 4b3f379..dbd0b43 100644 --- a/src/Choosing-accounts.md +++ b/src/Choosing-accounts.md @@ -25,11 +25,19 @@ Some rules of thumb: If your tools are good at summarising deep hierarchies, don't be afraid of deep/detailed subaccounts. On the other hand don't add more detail than you really need. +- Beancount account names are more restrictive than hledger's/Ledger's. + If you might be exporting to Beancount in future (say, to use the Fava web UI), + limiting yourself to Beancount-friendly account names might be worthwhile. + Or, you may want to follow or start from an existing chart of accounts, perhaps legally required in your situation. Here are some ideas: -- [Beancount Cookbook: Account Naming Conventions](https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/view#heading=h.tu0f1kydrpgn) -- [UN COICOP](https://unstats.un.org/unsd/classifications/unsdclassifications/COICOP_2018_-_pre-edited_white_cover_version_-_2018-12-26.pdf) -> VIII. Broad structure... - expense accounts +- [Chart of accounts - How does yours look? (forum)](https://forum.plaintextaccounting.org/t/chart-of-accounts-how-does-yours-look/51) +- [Advice for accounts (reddit)](https://www.reddit.com/r/plaintextaccounting/comments/1oaipdn/advice_for_accounts/) - [How fine-grained are your COAs? (reddit)](https://www.reddit.com/r/plaintextaccounting/comments/wk6pjo/how_finegrained_are_your_coas) +- [Beancount Language Syntax: Accounts](https://beancount.github.io/docs/beancount_language_syntax.html#accounts) +- [Beancount Cookbook: Account Naming Conventions](https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/view#heading=h.tu0f1kydrpgn) +- [hledger manual: Beancount output](https://hledger.org/hledger.html#beancount-output) how hledger transforms account names for Beancount +- [UN COICOP](https://unstats.un.org/unsd/classifications/unsdclassifications/COICOP_2018_-_pre-edited_white_cover_version_-_2018-12-26.pdf) -> VIII. Broad structure... - expense accounts - [Chart of Accounts for Personal Accounting (the-solipsist)](https://gist.github.com/the-solipsist/c67e956c95af8f798e5631de896ff514) - [Quicken blog: Budget categories](https://www.quicken.com/blog/budget-categories)