index2: clean up, tighten up, simplify
This commit is contained in:
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index2.md
398
index2.md
@@ -1,22 +1,17 @@
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% Plain Text Accounting, a guide to Ledger and friends
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% Plain Text Accounting portal
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<!--
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Editing tips:
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This is pandoc markdown (markdown-smart+autolink_bare_uris) + html.
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http://pandoc.org/README.html
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This is whatever markdown Cloudflare Sites renders.
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index.tmpl defines the page layout, using normalize, skeleton and local css.
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http://getskeleton.com
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We run pandoc locally and commit the html it generates, eg index.html.
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(http://getskeleton.com)
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If editing via github web UI:
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- you can see an approximate preview with the Preview tab
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- no need to update the generated html; we'll do that when needed
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If editing in a local clone:
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- you can use make html or make html-watch to see an accurate preview
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- if you do, you might as well commit the updated html as well;
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otherwise we'll do that when needed
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- you can use make html-watch to see an accurate preview
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If using emacs markdown-mode:
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- S-TAB cycles heading/content visibility
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@@ -27,7 +22,6 @@ If using emacs markdown-mode:
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<style>
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body {
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/* background-color:#fdd;*/
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}
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.columns {
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margin-left:0 !important;
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@@ -48,6 +42,9 @@ h4 {
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h5 {
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font-size:1.2em;
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}
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li {
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margin:revert;
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}
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.faq h5 { /* questions */
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font-weight:bold;
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margin-bottom:0;
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@@ -59,24 +56,6 @@ h5 {
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font-size:2rem;
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font-weight:bold;
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}
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#section1 {
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/* background-color:#fff; */ /* these need to be full width */
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}
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#section2 {
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/* background-color:#eee; */
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}
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#section3 {
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/* background-color:#ddd; */
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}
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#section4 {
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/* background-color:#ccc; */
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}
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#section5 {
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/* background-color:#bbb; */
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}
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#section6 {
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/* background-color:#aaa; */
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}
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</style>
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<div style="float:right; position:fixed; top:.5em; right:.5em;">
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@@ -87,11 +66,9 @@ h5 {
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<img src="images/pta-avatar.jpg" width=250 style="border-radius:50%;">
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</div>
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<div id="section1">
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# plain text accounting
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<div id="intro">
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<div id="intro">
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***Plain text accounting*** is a way of doing bookkeeping and accounting
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with plain text files and scriptable, command-line-friendly software, such as
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@@ -101,154 +78,127 @@ This site together with [wiki.plaintextaccounting.org](https://wiki.plaintextacc
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is an entry point to the PTA community's tools, docs and practices.
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It is [maintained](README.html) by
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Simon Michael (hledger project leader, Ledger contributor, PTA fan) and contributors like you.
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Got feedback ? Join us in [#plaintextaccounting:libera.chat] or [#plaintextaccounting:matrix.org]
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To give feedback or chat, join us in [#plaintextaccounting:libera.chat] or [#plaintextaccounting:matrix.org]
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or [send an edit](https://github.com/plaintextaccounting/plaintextaccounting/edit/master/index.md).
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</div>
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</div>
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## Overview
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[FAQ](#frequently-asked-questions)
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[What and Why](#what-and-why)
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[Objections and Concerns](#objections-and-concerns)
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[Getting started, Practicalities](#getting-started-practicalities)
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[news/discussion](#newsdiscussion)
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[mail lists/IRC](#maillistsirc)
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[twitter](#twitter)
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[reddit](#reddit)
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[hacker news](#hacker-news)
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[stack exchange](#stack-exchange)
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[software](#software)
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[plain text accounting apps](#plain-text-accounting-apps)
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[data import/conversion](#data-importconversion)
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[price fetching](#price-fetching)
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[data generation](#data-generation)
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[reports](#reports)
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[time logging](#time-logging)
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[UI, console](#ui-console)
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[UI, curses](#ui-curses)
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[UI, GUI](#ui-gui)
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[UI, web](#ui-web)
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[UI, mobile](#ui-mobile)
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[API](#api)
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[editor support](#editor-support)
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[docs](#docs)
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[general accounting](#general-accounting)
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[plain text accounting](#plain-text-accounting)
|
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[comparisons](#comparisons)
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[presentations](#presentations)
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[videos](#videos)
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[articles & blog posts](#articles-blog-posts)
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[in 2021](#in-2021)
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[in 2020](#in-2020)
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[in 2019](#in-2019)
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[in 2018](#in-2018)
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[in 2017](#in-2017)
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[in 2016](#in-2016)
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[in 2015](#in-2015)
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[in 2014](#in-2014)
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[in 2013](#in-2013)
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[in 2012](#in-2012)
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[in 2011](#in-2011)
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[in 2010](#in-2010)
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[in 2009](#in-2009)
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[in 2008](#in-2008)
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[in 2007](#in-2007)
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[in 2006](#in-2006)
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[common tasks](#common-tasks)
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[choosing accounts](#choosing-accounts)
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[choosing cash vs accrual](#choosing-cash-vs-accrual)
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[entering data](#entering-data)
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[importing](#importing)
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[reconciling](#reconciling)
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[reporting](#reporting)
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[budgeting](#budgeting)
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[forecasting](#forecasting)
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[invoicing](#invoicing)
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[multiple currencies](#multiple-currencies)
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[trip expenses](#trip-expenses)
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[shared expenses](#shared-expenses)
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[taxes](#taxes)
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[time tracking](#time-tracking)
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[inventory tracking](#inventory-tracking)
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[non-profit accounting](#non-profit-accounting)
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[exporting](#exporting)
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[customising](#customising)
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[API access](#api-access)
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**[FAQ](https://wiki.plaintextaccounting.org/faq#frequently-asked-questions)**
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... [What and Why](https://wiki.plaintextaccounting.org/faq#what-and-why)
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... [Objections and Concerns](https://wiki.plaintextaccounting.org/faq#objections-and-concerns)
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... [Getting started, Practicalities](https://wiki.plaintextaccounting.org/faq#getting-started-practicalities)
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\
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**[News/discussion](#newsdiscussion)**
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... mail lists/IRC
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... twitter
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... reddit
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... hacker news
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... stack exchange
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\
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**[Tools](#tools)**
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... [PTA apps](#pta-apps)
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... [data import/conversion tools](#data-importconversion-tools)
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... [price fetching](#price-fetching)
|
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... [data generation](#data-generation)
|
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... [reports](#reports)
|
||||
... [time logging](#time-logging)
|
||||
... [UI, console](#ui-console)
|
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... [UI, curses](#ui-curses)
|
||||
... [UI, GUI](#ui-gui)
|
||||
... [UI, web](#ui-web)
|
||||
... [UI, mobile](#ui-mobile)
|
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... [API](#api)
|
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... [editor support](#editor-support)
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\
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**[Docs](#docs)**
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... [general accounting](#general-accounting)
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... [plain text accounting](#plain-text-accounting)
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... [comparisons](#comparisons)
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... [presentations](#presentations)
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\
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**[Videos](#videos)**
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\
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**[Articles & blog posts](#articles-blog-posts)**
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... [2021](#in-2021)
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||||
... [2020](#in-2020)
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... [2019](#in-2019)
|
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... [2018](#in-2018)
|
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... [2017](#in-2017)
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... [2016](#in-2016)
|
||||
... [2015](#in-2015)
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||||
... [2014](#in-2014)
|
||||
... [2013](#in-2013)
|
||||
... [2012](#in-2012)
|
||||
... [2011](#in-2011)
|
||||
... [2010](#in-2010)
|
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... [2009](#in-2009)
|
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... [2008](#in-2008)
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... [2007](#in-2007)
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... [2006](#in-2006)
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\
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**[Common tasks](#common-tasks)**
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... [choosing accounts](#choosing-accounts)
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... [choosing cash vs accrual](#choosing-cash-vs-accrual)
|
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... [entering data](#entering-data)
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... [importing](#importing)
|
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... [reconciling](#reconciling)
|
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... [reporting](#reporting)
|
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... [budgeting](#budgeting)
|
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... [forecasting](#forecasting)
|
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... [invoicing](#invoicing)
|
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... [multiple currencies](#multiple-currencies)
|
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... [trip expenses](#trip-expenses)
|
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... [shared expenses](#shared-expenses)
|
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... [taxes](#taxes)
|
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... [time tracking](#time-tracking)
|
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... [inventory tracking](#inventory-tracking)
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... [non-profit accounting](#non-profit-accounting)
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... [exporting](#exporting)
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... [customising](#customising)
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... [API access](#api-access)
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</div> <!-- row -->
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</div> <!-- section -->
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<div id="section3">
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## news/discussion
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<div class="row">
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<div class="three columns u-pull-left">
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##### mail lists/IRC<br><br>
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</div>
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<a style="white-space:nowrap;" href="https://matrix.to/#/#plaintextaccounting:matrix.org">#plaintextaccounting:matrix.org</a>
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or <a style="white-space:nowrap;" href="https://web.libera.chat/#plaintextaccounting">#plaintextaccounting:libera.chat</a>
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(bridged);
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<span style="white-space:nowrap;">[project-specific mail lists/chats](#plain-text-accounting-apps)</span>
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</div> <!-- row -->
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<div class="row">
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<div class="three columns u-pull-left">
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##### twitter
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</div>
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## News/discussion
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**Mail lists/IRC**
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<a style="white-space:nowrap;" href="https://matrix.to/#/#plaintextaccounting:matrix.org">#plaintextaccounting:matrix.org</a>
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or <a style="white-space:nowrap;" href="https://web.libera.chat/#plaintextaccounting">#plaintextaccounting:libera.chat</a>
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(bridged);
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<span style="white-space:nowrap;">[project-specific mail lists/chats](#plain-text-accounting-apps)</span>
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\
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**Twitter**
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[#plaintextaccounting](https://twitter.com/hashtag/plaintextaccounting?f=live),
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[#ledgercli](https://twitter.com/hashtag/ledgercli?f=live),
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[#hledger](https://twitter.com/hashtag/hledger?f=live),
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[#beancount](https://twitter.com/hashtag/beancount?f=live),
|
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[\@LedgerTips](https://twitter.com/LedgerTips)
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</div> <!-- row -->
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<div class="row">
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<div class="three columns u-pull-left">
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##### reddit
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</div>
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\
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**Reddit**
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[/r/plaintextaccounting](https://www.reddit.com/r/plaintextaccounting/)
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</div> <!-- row -->
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<div class="row">
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<div class="three columns u-pull-left">
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##### hacker news
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</div>
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\
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**Hacker News**
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[stories](https://hn.algolia.com/?query=plain%20text%20accounting&sort=byDate&prefix=false&page=0&dateRange=all&type=story),
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[comments](https://hn.algolia.com/?query=plain%20text%20accounting&sort=byDate&prefix=false&page=0&dateRange=all&type=comment)
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</div> <!-- row -->
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<div class="row">
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<div class="three columns u-pull-left">
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##### stack exchange
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</div>
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\
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**Stack Exchange**
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[[ledger-cli]](https://money.stackexchange.com/questions/tagged/ledger-cli?tab=newest) / ["ledger-cli"](https://money.stackexchange.com/search?tab=newest&q=ledger-cli),
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[[hledger]](https://money.stackexchange.com/questions/tagged/hledger?tab=newest) / ["hledger"](https://money.stackexchange.com/search?tab=newest&q=hledger)
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<!-- [beancount](https://money.stackexchange.com/search?tab=newest&q=beancount) -->
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</div> <!-- row -->
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</div> <!-- section -->
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<div id="section4">
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<style>
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th, td { border:none; padding-top:0; padding-bottom:0; border-bottom:thin solid #ddd; white-space:nowrap; }
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</style>
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## software
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## Tools
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<a name="ledger-likes"></a>
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### plain text accounting apps
|
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### PTA apps
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To do Plain Text Accounting,
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you can choose from three popular and long-lived apps,
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or the many smaller ones:
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<!-- Syntax: http://pandoc.org/README.html#tables -->
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<!-- Leading |'s let markdown-mode realign the table with TAB, but screw up fontification. Hmm, maybe fixed ? Try it. -->
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@@ -286,10 +236,6 @@ th, td { border:none; padding-top:0; padding-bottom:0; border-bottom:thin solid
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| Penny | 2012 | 2014 | [haskell][penny-gh] | | | | |
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| UMM | 2009 | 2010 | [haskell][UMM-hackage] | | | | |
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| sm-Ledger | 2007 | | [squeak smalltalk][smalltalk-gh] | | | | |
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| | | | | | | | |
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| **See also:** | | | | | | | |
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| [plaintextaccounting.org] | | | | | | | [matrix][#plaintextaccounting:matrix.org]/[irc][#plaintextaccounting:libera.chat] 90 |
|
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| | | | | | | | [/r/plaintextaccounting] 2800 |
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[plaintextaccounting.org]: https://plaintextaccounting.org
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[/r/plaintextaccounting]: https://www.reddit.com/r/plaintextaccounting
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@@ -379,10 +325,42 @@ th, td { border:none; padding-top:0; padding-bottom:0; border-bottom:thin solid
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<!-- [compare at openhub](https://www.openhub.net/p/_compare?project_0=Ledger&project_1=hledger&project_2=beancount) -->
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||||
|
||||
Next, related add-ons and helpers by category
|
||||
(note: `*ledger` below means Ledger and hledger-style journal format):
|
||||
### Editor plugins
|
||||
|
||||
### data import/conversion
|
||||
These often also work well for PTA apps other than the one they are named for.
|
||||
|
||||
**Atom**
|
||||
[language-ledger](https://atom.io/packages/language-ledger),
|
||||
[ledger](https://atom.io/packages/ledger)
|
||||
\
|
||||
**Emacs**
|
||||
[beancount-mode](https://bitbucket.org/blais/beancount/src/1e21b27c0b0ecf2bf2e1a2cd5c3da3b1befc8152/src/elisp/beancount.el?at=default&fileviewer=file-view-default),
|
||||
[hledger-mode](https://github.com/narendraj9/hledger-mode),
|
||||
[ledger-mode](https://www.ledger-cli.org/3.0/doc/ledger-mode.html)
|
||||
\
|
||||
**IntelliJ**
|
||||
[Ledger Plugin](https://plugins.jetbrains.com/plugin/15405-ledger-cli)
|
||||
\
|
||||
**Nano**
|
||||
[scopatz/nanorc](https://github.com/scopatz/nanorc/blob/master/ledger.nanorc)
|
||||
\
|
||||
**Sublime**
|
||||
[sublime-ledger-syntax](https://github.com/moeffju/sublime-ledger-syntax)
|
||||
\
|
||||
**TextMate**
|
||||
[Ledger.tmbundle](https://github.com/lifepillar/Ledger.tmbundle)
|
||||
\
|
||||
**VIM**
|
||||
[vim-ledger](https://github.com/ledger/vim-ledger) (supports ledger & hledger),
|
||||
[vim-beancount](https://github.com/nathangrigg/vim-beancount),
|
||||
[hledger-vim](https://github.com/anekos/hledger-vim)
|
||||
\
|
||||
**VS Code**
|
||||
[hledger-vscode](https://github.com/mhansen/hledger-vscode),
|
||||
[ledger](https://marketplace.visualstudio.com/items?itemName=mariosangiorgio.ledger),
|
||||
[vscode-beancount](https://marketplace.visualstudio.com/items?itemName=Lencerf.beancount)
|
||||
|
||||
### Data import/conversion tools
|
||||
|
||||
- [Ledger](https://www.ledger-cli.org/3.0/doc/ledger3.html#Comma-Separated-Values-files) and [hledger](https://hledger.org/csv.html) have CSV conversion built in. Also:
|
||||
- bean-identify, bean-extract, bean-file - Beancount built-in tools
|
||||
@@ -431,7 +409,7 @@ Next, related add-ons and helpers by category
|
||||
- [Costflow](https://docs.costflow.io) convert one line message to beancount/*ledger format
|
||||
- [Go Ledger parser](https://github.com/abourget/ledger) a parser and ledgerfmt, ledger2json, json2ledger tools (go)
|
||||
|
||||
### price fetching
|
||||
### Price fetching
|
||||
|
||||
- [bean-price](https://docs.google.com/document/d/1thYRAMell_QT1Da1F_laprSs6BlROZjyK_h3V8qHW9c) Beancount's price fetching tool (python)
|
||||
- [hledger-stockquotes](https://github.com/prikhi/hledger-stockquotes) download market prices for your hledger commodities (haskell)
|
||||
@@ -443,7 +421,7 @@ Next, related add-ons and helpers by category
|
||||
- [the-solipsist/scripts](https://github.com/the-solipsist/scripts/) download prices for your hledger commodities, including indian commodities (bash)
|
||||
- [update-hledger-market-prices.hs](https://github.com/cdepillabout/docs/blob/master/code/update-hledger-market-prices.hs) download market prices (haskell)
|
||||
|
||||
### data generation
|
||||
### Data generation
|
||||
|
||||
- [beancount-extract-price](https://github.com/Mayeu/beancount-scripts) generate prices transactions based on your beancount ledger (python)
|
||||
- [DepreciateForLedger](https://github.com/tazzben/DepreciateForLedger) generate *ledger depreciation transactions (python)
|
||||
@@ -455,7 +433,7 @@ Next, related add-ons and helpers by category
|
||||
- [reorder-journal.sh](https://github.com/amitaibu/hledger-example/blob/master/reorder-journal.sh) sort hledger entries, preserving directives/comments at top of file (bash)
|
||||
- [sassetti](https://github.com/jvasile/sassetti) adds lisp macros to ledger files (common lisp)
|
||||
|
||||
### reports
|
||||
### Reports
|
||||
|
||||
- [budget_report](https://github.com/sulemankm/budget_report) budget reporting with beancount (python)
|
||||
- [hledger-diff](http://hackage.haskell.org/package/hledger-diff) report differing transactions between two journals (haskell)
|
||||
@@ -468,7 +446,7 @@ Next, related add-ons and helpers by category
|
||||
- [r-ledger](https://github.com/trevorld/r-ledger) an R package for reading and reporting on ledger/hledger/beancount files (R)
|
||||
- [TaxingLots](https://framagit.org/jkepler/TaxingLots) calculates capital gains for a ledger journal (python)
|
||||
|
||||
### time logging
|
||||
### Time logging
|
||||
|
||||
- [org2tc](https://github.com/jwiegley/org2tc) org to timeclock converter
|
||||
- [on-modify.timetrack.py](https://gist.github.com/wbsch/d977b0ac29aa1dfa4437) taskwarrior hook for timeclock output
|
||||
@@ -542,87 +520,7 @@ other console/curses tools
|
||||
- the [org empire](http://orgmode.org)...
|
||||
-->
|
||||
|
||||
### editor support
|
||||
|
||||
Editor plugins.
|
||||
Note these often work quite well for other ledger-likes, not just the one they are named for.
|
||||
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### Atom
|
||||
</div>
|
||||
|
||||
[language-ledger](https://atom.io/packages/language-ledger),
|
||||
[ledger](https://atom.io/packages/ledger)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### Emacs
|
||||
</div>
|
||||
|
||||
[beancount-mode](https://bitbucket.org/blais/beancount/src/1e21b27c0b0ecf2bf2e1a2cd5c3da3b1befc8152/src/elisp/beancount.el?at=default&fileviewer=file-view-default),
|
||||
[hledger-mode](https://github.com/narendraj9/hledger-mode),
|
||||
[ledger-mode](https://www.ledger-cli.org/3.0/doc/ledger-mode.html) (also works for hledger, beancount etc.)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### nano
|
||||
</div>
|
||||
|
||||
[scopatz/nanorc](https://github.com/scopatz/nanorc/blob/master/ledger.nanorc)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### Sublime
|
||||
</div>
|
||||
|
||||
[sublime-ledger-syntax](https://github.com/moeffju/sublime-ledger-syntax)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### TextMate
|
||||
</div>
|
||||
|
||||
[Ledger.tmbundle](https://github.com/lifepillar/Ledger.tmbundle)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### VIM
|
||||
</div>
|
||||
|
||||
[vim-ledger](https://github.com/ledger/vim-ledger) (supports ledger & hledger),
|
||||
[vim-beancount](https://github.com/nathangrigg/vim-beancount),
|
||||
[hledger-vim](https://github.com/anekos/hledger-vim)
|
||||
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### VS Code
|
||||
</div>
|
||||
|
||||
[hledger-vscode](https://github.com/mhansen/hledger-vscode),
|
||||
[ledger](https://marketplace.visualstudio.com/items?itemName=mariosangiorgio.ledger),
|
||||
[vscode-beancount](https://marketplace.visualstudio.com/items?itemName=Lencerf.beancount)
|
||||
</div> <!-- row -->
|
||||
<div class="row">
|
||||
<div class="three columns u-pull-left">
|
||||
##### Jetbrains (IntelliJ)
|
||||
</div>
|
||||
|
||||
[Ledger Plugin](https://plugins.jetbrains.com/plugin/15405-ledger-cli)
|
||||
|
||||
</div> <!-- section -->
|
||||
|
||||
<div id="section5">
|
||||
|
||||
<!-- <div class="three columns u-pull-right tight"> -->
|
||||
|
||||
## docs
|
||||
## Docs
|
||||
|
||||
### general accounting
|
||||
|
||||
@@ -667,7 +565,7 @@ Note these often work quite well for other ledger-likes, not just the one they a
|
||||
- [Hacking Your Finances for Fun and Profit](http://matthewturland.com/slides/ledger-stats/) 2013
|
||||
- [Ledger and Text based Accounting](http://www.adamsinfoserv.com/AISTWiki/pub/AIS/Presentations/Ledger.pdf) 2009
|
||||
|
||||
### videos
|
||||
## Videos
|
||||
|
||||
- [Simon Michael: Inside hledger: an architectural tour and how-to](https://www.youtube.com/watch?v=6PKmZSHxu0c) 2021
|
||||
- [hledger fan youtube channel](https://www.youtube.com/channel/UCZLxXTjOqLzq4z5Jy0AyWSQ) (short lessons) 2019
|
||||
@@ -688,7 +586,7 @@ Note these often work quite well for other ledger-likes, not just the one they a
|
||||
- [Khan Academy: Accounting and financial statements](https://www.khanacademy.org/economics-finance-domain/core-finance/accounting-and-financial-stateme)
|
||||
- [David Mitchell: Personal Debts](https://www.youtube.com/watch?v=9zyp8RF-Fyw)
|
||||
|
||||
## articles & blog posts
|
||||
## Articles & blog posts
|
||||
|
||||
### in 2021
|
||||
|
||||
@@ -814,7 +712,7 @@ Note these often work quite well for other ledger-likes, not just the one they a
|
||||
- [Joe Barr: Ledger, the bran muffin of accounting tools](https://www.linux.com/news/ledger-bran-muffin-accounting-tools) <!-- 2006/11/10 -->
|
||||
|
||||
|
||||
## common tasks
|
||||
## Common tasks
|
||||
|
||||
### choosing accounts
|
||||
|
||||
@@ -994,14 +892,10 @@ and enables thee to stop them and control thy expenditures for definite and grat
|
||||
- [node-hledger](https://github.com/rstacruz/node-hledger) JavaScript
|
||||
|
||||
|
||||
</div> <!-- section -->
|
||||
|
||||
<div id="section6" style="text-align:center;">
|
||||
|
||||
<hr>
|
||||
\(c) 2016-2021 [Simon Michael](http://joyful.com) & contributors |
|
||||
Send updates via [github](https://github.com/plaintextaccounting/plaintextaccounting)
|
||||
([latest changes](https://github.com/plaintextaccounting/plaintextaccounting/commits/master))
|
||||
|
||||
</div>
|
||||
|
||||
|
||||
Reference in New Issue
Block a user