From 245d54e11e9144f37729c8c6b58ab735d9c96b61 Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Fri, 17 Jun 2022 12:42:42 +0100 Subject: [PATCH] index2: cleanups --- index2.md | 93 +++++++++++++++++++++++-------------------------------- 1 file changed, 38 insertions(+), 55 deletions(-) diff --git a/index2.md b/index2.md index fc38d2f..ff5b94b 100644 --- a/index2.md +++ b/index2.md @@ -91,12 +91,6 @@ or [send an edit](https://github.com/plaintextaccounting/plaintextaccounting/edi ... [Getting started, Practicalities](https://wiki.plaintextaccounting.org/faq#getting-started-practicalities) \ **[News/discussion](#newsdiscussion)** -... Chat -... Mail lists -... Twitter -... Reddit -... Hacker News -... Stack Exchange \ **[Tools](#tools)** ... [PTA apps](#pta-apps) @@ -122,22 +116,6 @@ or [send an edit](https://github.com/plaintextaccounting/plaintextaccounting/edi **[Videos](#videos)** \ **[Articles & blog posts](#articles-blog-posts)** -... [2021](#in-2021) -... [2020](#in-2020) -... [2019](#in-2019) -... [2018](#in-2018) -... [2017](#in-2017) -... [2016](#in-2016) -... [2015](#in-2015) -... [2014](#in-2014) -... [2013](#in-2013) -... [2012](#in-2012) -... [2011](#in-2011) -... [2010](#in-2010) -... [2009](#in-2009) -... [2008](#in-2008) -... [2007](#in-2007) -... [2006](#in-2006) \ **[Common tasks](#common-tasks)** ... [choosing accounts](#choosing-accounts) @@ -368,6 +346,8 @@ These often also work well for PTA apps other than the one they are named for. ### Data import/conversion tools +Additional helper tools complementing the PTA apps, by category. + - [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 - [banks2ledger](https://github.com/tomszilagyi/banks2ledger) - CSV to *ledger converter @@ -594,14 +574,14 @@ other console/curses tools ## Articles & blog posts -### in 2021 +### In 2021 - [Arsen Arsenović: Keeping track of finances from many places](https://www.aarsen.me/posts/2021-08-13-personal-finances-with-hledger.html) - [Zoran Zaric: Budgeting for annual expenses with Hledger](http://rantsideasstuff.com/posts/2021/01/31-budgeting-for-annual-expenses-with-hledger/) - [Samuel Walladge: Tracking capital gains with hledger](https://www.swalladge.net/archives/2021/01/30/hledger-tracking-capital-gains/) - [Duarte O.Carmo: Hacking on my finances (Part 2: Beancount on Beanstalk)](https://duarteocarmo.com/blog/hacking-on-my-finances-part-2-beancount-on-beanstalk.html) -### in 2020 +### In 2020 - [Duarte O.Carmo: Hacking on my finances](https://duarteocarmo.com/blog/hacking-on-my-finances.html) - [Conversations in Code: Episode 3 / Introduction to Plain Text Accounting](https://www.reddit.com/r/plaintextaccounting/comments/ivrbdu/announcing_a_new_podcast_fossopensource_related/) [podcast] @@ -617,7 +597,7 @@ other console/curses tools - [Lee Yingtong Li: Incorrect accounting of unrealised gains in ledger-cli](https://yingtongli.me/blog/2020/03/31/ledger-gains.html) - [Christian Egli: Quick and dirty PDF reports for Plain Text Accounting](https://egli.dev/posts/quick-and-dirty-pdf-reports-for-plain-text-accounting/) -### in 2019 +### In 2019 - [Lee Yingtong Li: FIFO inventory with ledger-cli](https://yingtongli.me/blog/2019/12/11/ledger-fifo.html) - [Justin Kaipada: Managing Ledger for Humans](https://www.kaipada.com/post/managing-ledger-for-humans/) @@ -634,7 +614,7 @@ other console/curses tools -### in 2018 +### In 2018 - [Felix Crux: Tracking Accounts Jointly and Separately](https://felixcrux.com/blog/ledger-practices-tracking-accounts-jointly-and-separately) - [Pepijn Looije: Real World Ledger part 1: Weighing Eggs in Baskets](https://p.epij.nl/ledger-cli/accounting/2018/08/23/real-world-ledger-part-1/) @@ -645,7 +625,7 @@ other console/curses tools - [Michael Walker: Personal Finance](https://memo.barrucadu.co.uk/personal-finance.html) - [Siddhant Goel: Managing Personal Finances using Python](https://sgoel.dev/posts/managing-personal-finances-using-python/) -### in 2017 +### In 2017 - [Michael Walker: I Need A Budget](https://www.barrucadu.co.uk/posts/etc/2017-12-16-i-need-a-budget.html) - [Accounting for the simple minds with plain text accounting](https://dustri.org/b/accounting-for-the-simple-minds-with-plain-text-accounting.html) @@ -657,7 +637,7 @@ other console/curses tools - [Michael Walker: Visualise your finances with hledger, InfluxDB, and Grafana](https://www.barrucadu.co.uk/posts/etc/2017-05-18-visualise-your-finances-with-hledger-influxdb-grafana.html) - [Brady Trainor: Hledger web](https://bradyt.com/2017/04/28/Hledger-web/) -### in 2016 +### In 2016 - [Felix Crux: Accrual vs. Cash Basis Accounting](https://felixcrux.com/blog/ledger-practices-accrual-vs-cash-basis-accounting) - [bsilvereagle: Envelope Budgeting with ledger](https://frdmtoplay.com/envelope-budgeting-with-ledger) @@ -670,30 +650,30 @@ other console/curses tools - [Karan Ahuja: Hledger Improvements Wishlist.](http://www.karanahuja.in/2016-05-17-Hledger-Improvements-Wishlist/) - [Alex Johnstone: Managing my personal finances with beancount](https://alexjj.com/blog/2016/managing-my-personal-finances-with-beancount/) -### in 2015 +### In 2015 - [Pete Keen: Program Your Finances: Algorithmic Savings](https://www.petekeen.net/program-your-finances-algorithmic-savings) - [Pete Keen: Program Your Finances: Envelope Budgeting](https://www.petekeen.net/program-your-finances-envelope-budgeting) - [Stefano Rodighiero: hledger-dupes](http://stefanorodighiero.net/posts/2015-01-04-hledger-find-duplicate-accounts.html) -### in 2014 +### In 2014 - [Matthew Turland: Ledger basics and habits](http://matthewturland.com/2014/03/29/ledger-basics-and-habits/) -### in 2013 +### In 2013 - [Simon Michael: What is hledger?](http://joyful.com/blog/2013-10-20-what-is-hledger.html) - [Simon Michael: More on ledger](http://joyful.com/blog/2013-10-19-more-on-ledger.html) - [Simon Michael: Introducing hledger!](http://joyful.com/blog/2013-10-18-introducing-hledger.html) -### in 2012 +### In 2012 - [Joey Hess: hledger](http://joeyh.name/blog/entry/hledger) - [Gene Goykhman: An Alternative to QuickBooks](http://goykhman.ca/gene/blog/2012/2012-09-23-an-alternative-to-quickbooks.html) - [LWN: The accounting quest: Ledger](http://lwn.net/Articles/501681/) - [Pete Keen: A Robust Reporting System for Ledger](https://www.petekeen.net/a-robust-reporting-system-for-ledger) -### in 2011 +### In 2011 - [Pete Keen: Program your Finances: Automated Transactions](https://www.petekeen.net/program-your-finances-automated-transactions) - [Sascha Welter: Doing my own accounting](http://betabug.ch/blogs/ch-athens/1221) @@ -701,7 +681,7 @@ other console/curses tools - [Pete Keen: Program your Finances: Vacation Tracking](https://www.petekeen.net/program-your-finances-vacation-tracking) - [Pete Keen: Program your Finances: Reporting for Fun and Profit](https://www.petekeen.net/program-your-finances-reporting-for-fun-and-profit) -### in 2010 +### In 2010 - [Pete Keen: Program your Finances: Command-line Accounting](https://www.petekeen.net/keeping-finances-with-ledger) - [Christine Spang: [h]ledger rocks my world](http://blog.spang.cc/posts/hledger_rocks_my_world/) @@ -709,29 +689,32 @@ other console/curses tools -### in 2009 +### In 2009 - [советы: Ledger — бухучёт в командной строке](http://s.arboreus.com/2009/05/personal-accounting-in-command-line.html) ([english](http://translate.google.com/translate?hl=en&sl=ru&u=http://s.arboreus.com/2009/05/personal-accounting-in-command-line.html)) -### in 2006 +### In 2006 - [Joe Barr: Ledger, the bran muffin of accounting tools](https://www.linux.com/news/ledger-bran-muffin-accounting-tools) ## Common tasks -### choosing accounts +Practical tips and how-tos. +See also the examples on [wiki.plaintextaccounting.org](https://wiki.plaintextaccounting.org). + +### Choosing accounts - [sample chart of accounts for a freelancer](https://gist.github.com/simonmichael/9936299) - [Beancount Cookbook: Account Naming Conventions](https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/view#heading=h.tu0f1kydrpgn) - [Mint: Ways to Categorize Your Spending](https://www.mint.com/mint-categories) - [Simplified version of double-entry bookkeeping for personal and business finance?](http://money.stackexchange.com/questions/47561/simplified-version-of-double-entry-bookkeeping-for-personal-and-business-finance) -### choosing cash vs accrual +### Choosing cash vs accrual - [Ledger Practices: Accrual vs. Cash Basis Accounting](https://felixcrux.com/blog/ledger-practices-accrual-vs-cash-basis-accounting) -### entering data +### Entering data - [hledger Basics tutorial: Record a transaction with “hledger add”](https://hledger.org/basics-tutorial.html#record-a-transaction-with-hledger-add) - ledger-mode:\ @@ -744,7 +727,7 @@ other console/curses tools - [Ledger Practices: Separate Your Journals](https://felixcrux.com/blog/ledger-practices-separate-your-journals) - [UI tools](#ui-console) -### importing +### Importing - [Ledger: The convert command](http://www.ledger-cli.org/3.0/doc/ledger3.html#The-convert-command) - [hledger: CSV format](https://hledger.org/csv.html) @@ -756,13 +739,13 @@ other console/curses tools - ["Hledger Flow" tutorial/slideshow](https://github.com/apauley/hledger-flow) - [import tools](#data-import) -### reconciling +### Reconciling - ledger-mode: `C-c C-r` - [How to use ledger(1) to reconcile your chequebook with your bank statement](https://mumble.net/~campbell/2017/02/26/ledger/HOWTO-reconcile-cheques) - [How to use ledger(1) to reconcile your payments with your payment processor](https://mumble.net/~campbell/2017/02/26/ledger/HOWTO-reconcile-payments) -### reporting +### Reporting - [example queries for Beancount](http://aumayr.github.io/beancount-sql-queries/) - [hledger Cookbook: Rewrite account names](https://github.com/simonmichael/hledger/wiki/Rewrite-account-names) @@ -772,7 +755,7 @@ other console/curses tools - [Program your Finances: Reporting for Fun and Profit](https://www.petekeen.net/program-your-finances-reporting-for-fun-and-profit) - [Pete Keen: A Robust Reporting System for Ledger](https://www.petekeen.net/a-robust-reporting-system-for-ledger) 2012 -### budgeting +### Budgeting *The purpose of a budget is to help thy purse to fatten. It is to assist thee to have thy necessities, and insofar as attainable, thy other desires. @@ -817,27 +800,27 @@ and enables thee to stop them and control thy expenditures for definite and grat - [hledger: Budgeting](https://hledger.org/budgeting.html) -### forecasting +### Forecasting - [Ledger: Forecasting](http://www.ledger-cli.org/3.0/doc/ledger3.html#Forecasting) -### invoicing +### Invoicing - [invoicing entries](https://gist.github.com/simonmichael/986a65106a9db1f8bd68) - [Ledger Practices: Tracking Reimbursable Expenses](https://felixcrux.com/blog/ledger-practices-tracking-reimbursable-expenses) -### multiple currencies +### Multiple currencies - [Peter Selinger: Tutorial on multiple currency accounting](http://www.mscs.dal.ca/~selinger/accounting/tutorial.html) - [ledger-currencies tutorial](https://github.com/mikekchar/ledger-currencies) - [Understanding the valuation function and the market function](https://groups.google.com/d/msg/ledger-cli/dc6F-HvZOyE/5IuoxzMOBwAJ) -### trip expenses +### Trip expenses - [Program your Finances: Vacation Tracking](https://www.petekeen.net/program-your-finances-vacation-tracking) 2011 -### shared expenses +### Shared expenses - [Beancount: Sharing Expenses in Beancount](https://docs.google.com/document/d/1FRcJqUfeAMQO6KjG94w6rF7VajMGJaFplmF1Wu0rCHY) - [Keeping (financial) score with Ledger](http://sachachua.com/blog/2014/11/keeping-financial-score-ledger/) @@ -846,12 +829,12 @@ and enables thee to stop them and control thy expenditures for definite and grat - [How to use ledger(1) to split shared expenses](https://mumble.net/~campbell/2017/02/26/ledger/HOWTO-sharedexpense) - [Ledger Practices: Tracking Accounts Jointly and Separately](https://felixcrux.com/blog/ledger-practices-tracking-accounts-jointly-and-separately) -### taxes +### Taxes - [How to use ledger(1) to track US income taxes](https://mumble.net/~campbell/2017/08/06/ledger/HOWTO-track-tax) - [Another Ledger user's perspective](https://groups.google.com/d/msg/beancount/QV4qgpFbtJ8/9fSgMw-XGC8J) 2015 -### time tracking +### Time tracking - [Ledger: Time Keeping](https://www.ledger-cli.org/3.0/doc/ledger3.html#Time-Keeping) - [hledger: Timeclock format](https://hledger.org/hledger.html#timeclock-format) @@ -862,27 +845,27 @@ and enables thee to stop them and control thy expenditures for definite and grat - [reddit: Ledger CLI time tracking and transaction account linking](https://www.reddit.com/r/plaintextaccounting/comments/e2sd0k/ledger_cli_time_tracking_and_transaction_account/) - [arbeitszeit.py](https://github.com/haansn08/arbeitszeit.py) -### inventory tracking +### Inventory tracking - [Accounting Savvy for Business Owners ch. 8](http://www.amazon.com/Accounting-Savvy-Business-Owners-Essentials/dp/193292518X) -### investing +### Investing - [Beancount: Inventory Booking](https://docs.google.com/document/d/1F8IJ_7fMHZ75XFPocMokLxVZczAhrBRBVN9uMhQFCZ4), [discussion](https://groups.google.com/forum/#!searchin/ledger-cli/inventory/ledger-cli/aQvbjTZa7HE/x3KNPteJWPsJ) - [hledger: Track investments](https://hledger.org/track-investments.html) - [hledger: Track investments 2](https://hledger.org/investments.html) -### non-profit accounting +### Non-profit accounting - [Non-Profit Accounting With Ledger CLI, A Tutorial](https://github.com/conservancy/npo-ledger-cli/blob/master/npo-ledger-cli-tutorial.md) -### exporting +### Exporting - [Ledger: The csv command](http://www.ledger-cli.org/3.0/doc/ledger3.html#The-csv-command) - [hledger: Output format](https://hledger.org/hledger.html?highlight=budget#output-format) - [Beancount: Exporting Your Portfolio](https://docs.google.com/document/d/1mNyE_ONuyEkF_I2l6V_AoAU5HJgI654AOBhHsnNPPqw) -### customising +### Customising - [Ledger Practices: Create a .ledgerrc](https://felixcrux.com/blog/ledger-practices-create-a-ledgerrc)