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choosing accounts: updates

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Simon Michael
2025-10-19 13:25:51 -10:00
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@@ -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. 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. 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. Or, you may want to follow or start from an existing chart of accounts, perhaps legally required in your situation.
Here are some ideas: Here are some ideas:
- [Beancount Cookbook: Account Naming Conventions](https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/view#heading=h.tu0f1kydrpgn) - [Chart of accounts - How does yours look? (forum)](https://forum.plaintextaccounting.org/t/chart-of-accounts-how-does-yours-look/51)
- [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 - [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) - [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) - [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) - [Quicken blog: Budget categories](https://www.quicken.com/blog/budget-categories)