AaronFiore/plaintextaccounting
1
0
Fork 0
Code Activity

move "common tasks" to wiki

Browse Source
This commit is contained in:
Simon Michael
2022-06-19 17:00:17 +01:00
parent 680e169892
commit 2642ba9a59
1 changed files with 1 additions and 220 deletions
Download Patch File Download Diff File Expand all files Collapse all files

221
index.md
View File

@@ -115,43 +115,14 @@ or [send an edit](https://github.com/plaintextaccounting/plaintextaccounting/edi
... [More intro docs](#more-intro-docs)
... [App comparisons](#app-comparisons)
... [Presentations](#presentations)
... [Cookbook](https://wiki.plaintextaccounting.org)
\
**[Videos](#videos)**
\
**[Articles & blog posts](#articles-blog-posts)**
\
**[Common tasks](#common-tasks)**
... [Choosing accounts](#choosing-accounts)
... [Choosing cash vs accrual](#choosing-cash-vs-accrual)
... [Entering data](#entering-data)
... [Importing](#importing)
... [Reconciling](#reconciling)
... [Reporting](#reporting)
... [Budgeting](#budgeting)
... [Forecasting](#forecasting)
... [Invoicing](#invoicing)
... [Multiple currencies](#multiple-currencies)
... [Trip expenses](#trip-expenses)
... [Shared expenses](#shared-expenses)
... [Taxes](#taxes)
... [Time tracking](#time-tracking)
... [Inventory tracking](#inventory-tracking)
... [Non-profit accounting](#non-profit-accounting)
... [Exporting](#exporting)
... [Customising](#customising)
... [API access](#api-access)
</div>
<!--
## FAQ
**[FAQ](https://wiki.plaintextaccounting.org/faq#frequently-asked-questions)**
... [What and Why](https://wiki.plaintextaccounting.org/faq#what-and-why)
... [Objections and Concerns](https://wiki.plaintextaccounting.org/faq#objections-and-concerns)
... [Getting started, Practicalities](https://wiki.plaintextaccounting.org/faq#getting-started-practicalities)
-->
## News & discussion
**Chat**
@@ -718,196 +689,6 @@ other console/curses tools
- [Joe Barr: Ledger, the bran muffin of accounting tools](https://www.linux.com/news/ledger-bran-muffin-accounting-tools) <!-- 2006/11/10 -->
## Common tasks
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
- [Ledger Practices: Accrual vs. Cash Basis Accounting](https://felixcrux.com/blog/ledger-practices-accrual-vs-cash-basis-accounting)
### 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:\
`C-c C-a` add a transaction,\
`C-c C-b` amount calculator,\
`C-c C-c`/`C-c C-e` toggle cleared
- [Beancount: Command Line Accounting Cookbook](https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk)
- [Accounting bookkeeping entries](https://github.com/simonmichael/hledger/wiki/more-docs#accounting)
- [ledger-envelope-generator.rb](https://github.com/simonmichael/hledger/issues/313)
- [Ledger Practices: Separate Your Journals](https://felixcrux.com/blog/ledger-practices-separate-your-journals)
- [UI tools](#ui-console)
### 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)
- [hledger: Convert CSV files](https://hledger.org/convert-csv-files.html)
- [Beancount: Importing External Data in Beancount](https://docs.google.com/document/d/11EwQdujzEo2cxqaF5PgxCEZXWfKKQCYSMfdJowp_1S8)
- [Beancount: Prices in Beancount](https://docs.google.com/document/d/1thYRAMell_QT1Da1F_laprSs6BlROZjyK_h3V8qHW9c)
- [Payment matching done right](https://tomszilagyi.github.io/payment-matching/)
- ["Full-fledged hledger" tutorial](https://github.com/adept/full-fledged-hledger)
- ["Hledger Flow" tutorial/slideshow](https://github.com/apauley/hledger-flow)
- [import tools](#data-import)
- [wiki.plaintextaccounting.org/importing](https://wiki.plaintextaccounting.org/importing)
### 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
- [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)
- [Report Scripts for Ledger CLI with Gnuplot](https://www.sundialdreams.com/report-scripts-for-ledger-cli-with-gnuplot/)
- [Full-fledged hledger tutorial](https://github.com/adept/full-fledged-hledger)
- [Ledger Practices: Reporting Special Events Separately From Regular Spending](https://felixcrux.com/blog/ledger-practices-reporting-special-events-separately)
- [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<!-- /1/1 -->
### 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.
It is to enable thee to realise thy most cherished desires, by defending them from thy casual wishes.
Like a bright light in a dark cave, thy budget shows up the leaks from thy purse,
and enables thee to stop them and control thy expenditures for definite and gratifying purposes.
-- The Richest Man in Babylon*
#### Goal budgeting
(Setting per-period goals and tracking performance.)
- [Ledger: Budgeting](http://www.ledger-cli.org/3.0/doc/ledger3.html#Budgeting)
- [hledger: Budget report](https://hledger.org/hledger.html#budget-report)
- [reddit: simple yearly budget example](https://www.reddit.com/r/plaintextaccounting/comments/e5sl1m/advice_on_projectionsforecasts/)
- [hledger: Budgeting and forecasting: Periodic budget](https://hledger.org/budgeting-and-forecasting.html#periodic-budget)
- [budget_report](https://github.com/sulemankm/budget_report) budget reporting with beancount
#### Envelope budgeting
(Pre-allocating funds and controlling spending.)
- [Jeremy Bush: hledger-envelope-budget](https://github.com/zombor/hledger-envelope-budget) ([discussion](https://www.reddit.com/r/plaintextaccounting/comments/r4ah79/envelope_budgeting_in_hledger_without_virtuals/))
- [reddit: New blogpost: Budgeting for annual expenses with Hledger](https://www.reddit.com/r/plaintextaccounting/comments/l9aiup/new_blogpost_budgeting_for_annual_expenses_with/)
- [Michael Walker: Personal Finance](https://memo.barrucadu.co.uk/personal-finance.html)
- [Simon Michael: envelope budgeting example](https://gist.github.com/simonmichael/a1addcb652da4e78b183)
- [hledger: Budgeting and forecasting: Envelope budget](https://hledger.org/budgeting-and-forecasting.html#envelope-budget)
- [hledger envelope budgeting](<https://github.com/zombor/hledger-envelope-budget>)
#### Envelope budgeting with auto postings
- [fransiska: Budgeting with ledger-cli while tracking used points](https://fransiska.github.io/ledger/2019/10/24/ledger-budget-point) <!-- 2019/10/24 -->
- [Mykola Orliuk: Budgeting with hledger](https://gist.github.com/ony/bbec599c0893e676b772559909b81de6) <!-- 2017/1/14 -->
- [bsilvereagle: Envelope Budgeting with ledger](https://frdmtoplay.com/envelope-budgeting-with-ledger) <!-- 2016/10/28 -->
- [Marcin Borkowski: Ledger – virtual postings aka envelopes](http://mbork.pl/2016-07-18_Ledger_–_virtual_postings_aka_envelopes) <!-- 2016/7/18 -->
- [Pete Keen: Program Your Finances: Envelope Budgeting](https://www.petekeen.net/program-your-finances-envelope-budgeting) <!-- 2015/4/7 -->
#### Envelope budgeting with auto postings, org-mode and babel
- [Org tutorials: Weaving a budget with Org & ledger](http://orgmode.org/worg/org-tutorials/weaving-a-budget.html)
- [Alan Schmitt: Using Org for Ledger Reports and Budget](http://alan.petitepomme.net/tips/ledger_and_org.html)
#### More
- [hledger: annotated example budget journals](https://github.com/simonmichael/hledger/tree/master/examples/budgeting)
- [hledger: Budgeting](https://hledger.org/budgeting.html)
### Forecasting
- [Ledger: Forecasting](http://www.ledger-cli.org/3.0/doc/ledger3.html#Forecasting)
<!-- down 2017/4/28 - [Notes on Installing and Using ledger on NetBSD](http://atomicules.co.uk/2015/06/20/Notes-on-installing-and-using-Ledger-on-NetBSD.html) and forecasting -->
### 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
- [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
- [Program your Finances: Vacation Tracking](https://www.petekeen.net/program-your-finances-vacation-tracking) 2011<!-- /8/4 -->
### 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/)
- [Program Your Finances: Automated Transactions](https://www.petekeen.net/program-your-finances-automated-transactions)
- [How to keep control of shared expenses inside marriage?](http://money.stackexchange.com/questions/7101/how-to-keep-control-of-shared-expenses-inside-marriage)
- [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
- [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
- [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)
- [hledger: Timedot format](https://hledger.org/hledger.html#timedot-format)
- [Timetracking and billing with (h)ledger](https://github.com/anarcat/ledger-timetracking)
- [hledger: Time planning](https://hledger.org/time-planning.html)
- [time tracking tools](#time-logging)
- [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
- [Accounting Savvy for Business Owners ch. 8](http://www.amazon.com/Accounting-Savvy-Business-Owners-Essentials/dp/193292518X)
### 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 With Ledger CLI, A Tutorial](https://github.com/conservancy/npo-ledger-cli/blob/master/npo-ledger-cli-tutorial.md)
### 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
- [Ledger Practices: Create a .ledgerrc](https://felixcrux.com/blog/ledger-practices-create-a-ledgerrc)
### API access
- [Ledger: Extending with Python](https://www.ledger-cli.org/3.0/doc/ledger3.html#Extending-with-Python)
- [Ledger Python 3 Support](https://groups.google.com/forum/#!topic/ledger-cli/C99w-79Jq8o) Python
- [ledgerhelpers](https://github.com/Rudd-O/ledgerhelpers) Python
- [hledger-lib](http://hackage.haskell.org/package/hledger-lib),
[hledger](http://hackage.haskell.org/package/hledger),
[an example](http://stefanorodighiero.net/posts/2015-01-04-hledger-find-duplicate-accounts.html)
- [hledger-web: JSON API](https://hledger.org/hledger-web.html#json-api)
- [node-hledger](https://github.com/rstacruz/node-hledger) JavaScript
<hr>
\(c) 2016-2022 [Simon Michael](http://joyful.com) & contributors |
Send updates via [github](https://github.com/plaintextaccounting/plaintextaccounting)