From c1b3cdac3b0e89f39557584ef65560871bff8010 Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Fri, 12 Apr 2024 08:27:59 -1000 Subject: [PATCH] faq: updates --- src/FAQ.md | 18 ++++++++++-------- 1 file changed, 10 insertions(+), 8 deletions(-) diff --git a/src/FAQ.md b/src/FAQ.md index 05e7008..e452bb4 100644 --- a/src/FAQ.md +++ b/src/FAQ.md @@ -176,22 +176,24 @@ or showing [debits](https://ledger-cli.org/doc/ledger3.html#index-_002d_002ddc) ### Should I categorise with account, payee, description, tags... ? -PTA apps let you group and filter by account, but often also by other fields like payee/description, code, or tags. -Accounts are the primary, best supported mechanism, so typically you should use them for most categorising. -But exactly what to track in each field depends on the level of detail you need, your data entry process, your PTA app, and your preferences. +Accounts are the most standard, best supported mechanism, so typically you should use them for most categorising. +But it depends on the level of detail you need, your data entry process, your PTA app, and your preferences. +Eg: -- If you like economy of concepts and portability across tools, and your app has good depth-limiting support: +- If you like economy of concepts and portability within/beyond PTA, and your app has good depth-limiting support: use accounts primarily, making them as deep and detailed as you need. -- If you like entering and seeing simple accounts by default, without needing to limit depth: - keep the account tree shallow, and add extra details in the payee and/or description field when needed. +- If you like seeing simple accounts by default, without needing to limit depth: + keep the account tree shallow, and note extra details in the payee/description field when needed. - If you have multiple categorisation schemes that are independent/cross-cutting - eg you have standard expense categories, but also clients or projects or trips they are associated with: use accounts for the primary scheme and tags for the others. -Some apps will let you pivot on tags, payee, or other fields, showing them as alternate account names when needed. - More: + - [Reddit: On ledger-cli, what is the difference between payee and account?](https://www.reddit.com/r/plaintextaccounting/comments/ybwi4a/on_ledgercli_what_is_the_difference_between_payee/) + - Some apps let you use tags/other fields as alternate account names: + [Ledger: --pivot](https://ledger-cli.org/doc/ledger3.html#index-_002d_002dpivot-TAG-1), + [hledger: Pivoting](https://hledger.org/dev/hledger.html#pivoting) ### Which account type are loans ?