From 2642ba9a59edc045e2e2241561ba419b989767ed Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Sun, 19 Jun 2022 17:00:17 +0100 Subject: [PATCH] move "common tasks" to wiki --- index.md | 221 +------------------------------------------------------ 1 file changed, 1 insertion(+), 220 deletions(-) diff --git a/index.md b/index.md index 0ed0c38..8366dc7 100644 --- a/index.md +++ b/index.md @@ -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) - - ## 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) -## 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 - -### 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]() - -#### 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) -- [Mykola Orliuk: Budgeting with hledger](https://gist.github.com/ony/bbec599c0893e676b772559909b81de6) -- [bsilvereagle: Envelope Budgeting with ledger](https://frdmtoplay.com/envelope-budgeting-with-ledger) -- [Marcin Borkowski: Ledger – virtual postings aka envelopes](http://mbork.pl/2016-07-18_Ledger_–_virtual_postings_aka_envelopes) -- [Pete Keen: Program Your Finances: Envelope Budgeting](https://www.petekeen.net/program-your-finances-envelope-budgeting) - -#### 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) - - -### 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 - -### 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 - - - -
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