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choosing accounts: emphasise no spaces

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Simon Michael
2024-02-20 21:35:33 -10:00
parent 00d70ea1ac
commit 9c00704b85

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Some rules of thumb:
- It helps to use the standard five top level accounts (assets, liabilities, equity, revenues, expenses, in your preferred language).
- Add subaccounts as driven by your reporting needs. Otherwise keep account names simple.
- Expect your chart of accounts to evolve as needs change; keep tending it.
- If using english names: should it be revenues or income ? Whichever you prefer (revenues is slightly more technically correct).
- Spaces, no spaces, or hyphens for multi-word names ? Spaces look a little nicer but require extra quoting eg at the command line.
- Lower case or capitalised ? As you prefer. All lower case reduces typing/spelling effort.
- Lower case or capitalised ?
As you prefer. All lower case reduces typing/spelling effort.
- Spaces, no spaces, or hyphens for multi-word names ?
Spaces look a little nicer but require extra quoting. (Seriously consider avoiding spaces in account names, you may be glad of it later.)
- Accounts, tags, or other fields for categorising ? Use accounts for your primary categorising as they are best supported.
Consider using tags if you have cross-cutting categorising schemes.
For adhoc/infrequent categorising, some matchable text in the description might be enough.
- Shallow or deep account hierarchy ?
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.