AaronFiore/plaintextaccounting
1
0
Fork 0
Code Activity
Files
6bada6fca5879703675b3b294aabf5e2d5c0e876
plaintextaccounting/src/index.md
Simon Michael 6bada6fca5 home: feature matrix: hyperlink the world
2024-09-27 10:33:03 -10:00

78 KiB
Raw Blame History

% Plain Text Accounting (PTA)

toc: false ...

Welcome! Plain text accounting is a way of doing bookkeeping and accounting with plain text files and scriptable, command-line-friendly software, such as Ledger, hledger, or Beancount. This site collects the PTA community's tools, docs and practices. It is maintained by Simon Michael (hledger project leader, PTA fan) and contributors like you. See also our discussion forum and chat rooms.

**Site map**\ **What is Plain Text Accounting ?**\ **[News & discussion](#news-discussion)**\ **[Videos](#videos)**\ **[Slides](#slides)**\ **[Docs](#docs):** [Accounting basics](#accounting-basics) , [PTA app docs](#pta-app-docs) , [comparisons](#comparisons) , [intros](#intros) , [cheatsheets](#cheatsheets) , [cookbooks](#cookbooks) , [FAQs](#faqs) \ **FAQ**\ **Cookbook**\ **[Software](#software):** [PTA apps](#pta-apps) , [Feature matrix](#feature-matrix) , [Editor plugins](#editor-plugins) , [Data import/conversion](#data-importconversion) , [Price fetching](#price-fetching) , [Data generation](#data-generation) , [Workflows](#workflows) , [Formatting](#formatting) , [Reporting](#reporting) , [Time logging](#time-logging) , [UI, console](#ui-console) , [UI, curses](#ui-curses) , [UI, GUI](#ui-gui) , [UI, web](#ui-web) , [UI, mobile](#ui-mobile) , [Library](#library) , [Utilities](#utilities) , [API](#api)

This is a community-supported site; if you find it useful, why not contribute to the github repo or help with finance. Thank you sponsors, including:

- [A modern accounting book app based on Beancount and Git](https://beanhub.io)

News & discussion

Chat


Project specific

Videos

https://www.youtube.com/results?search_query=plaintextaccounting

Slides

Docs

**Accounting basics , PTA app docs , Comparisons , Intros , Cheatsheets , Cookbooks , FAQs **

Accounting basics

PTA app docs

Comparisons

Intros

Cheatsheets

Cookbooks

FAQs

Software

**PTA apps , Editor plugins , Data import/conversion , Price fetching , Data generation , Workflows , Formatting , Reporting , Time logging , UI, console , UI, curses , UI, GUI , UI, web , UI, mobile , Library , Utilities , API **

PTA apps

To do Plain Text Accounting, try one (or more) of the apps below. Generally it's possible to migrate data between them.

<style> th, td { border:none; padding-top:0; padding-bottom:0; border-bottom:thin solid #ddd; vertical-align:top; } th { width:30%; } th:first-child { width:10%; } th:first-child, td:first-child { white-space:nowrap; } </style>
Project Start Last release Code Committers Stars Mail list, size Chat, size Issues
 
Popular
Ledger 2003 2023 C++ 226 4.9k ledger ~900 IRC ~60 1.5k
hledger 2007 2024 haskell 171 2.9k hledger ~250 matrix ~200, IRC ~60 1.4k
Beancount 2008 2023 python 84 3.1k beancount ~700 matrix ~10, matrix (fava) ~190, IRC ~30 0.5k
 
Small userbase
Ledger (Go) 2013 2023 go 11 409
Abandon 2013 2020 scala 11 178 matrix
knut 2020 2022 go 3 49
zhang 2023 2023 rust/ts 1 105
ledg 2021 2021 javascript 1 37
Goledger 2019 2020 go 1 25
blossom 2020 F# 1 25
awk-pta 2022 awk 1 15
Tackler 2017 2022 scala 1 9 matrix
coin 2019 go 1 7
budget-cli 2023 2023 typescript 1 2
mynt 2023 rust 1
placc 2024 nim 1
 
Inactive
bankroll 2020 2020 rust 1 1
pta 2020 2020 perl 1
acc 2020 rust 1 1
rust_ledger 2019 2021 rust 4 90
beans 2019 2019 haskell 2 24
Transity 2018 2020 purescript 8 571 matrix
Prudent 2018 js, addons 1 @PrudentLedger
.Net Ledger 2017 2021 C# 1 164 matrix
monescript 2017 2018 javascript 1 12
Go Ledger 2016 go 3 37
uledger 2015 python 1 17
pacioli 2013 python 1 31
ledger.pl 2013 perl 1 6
Penny 2012 2014 haskell
UMM 2009 2010 haskell
sm-Ledger 2007 squeak
cl-ledger 2007 lisp 4 66

Feature matrix

A rough comparison of the big three PTA apps' features. Corrections and suggestions are appreciated (chat). Third-party things are italic.

<style> td:first-child strong a { text-decoration:none; color:inherit; } </style>
Ledger hledger Beancount

User interfaces
CLI: ledger hledger beanquery
TUI: regdel hledger add, hledger-ui, hledger-iadd, puffin bean-add
GUI: Prudent, ledgerble, addtrans fruit-credits
WUI: ledgeraccounting, paisa, cashier, ledgible, ledger (howeyc), ledger-web (vifon), ledger-web (peterkeen), ledger-pyreport, ledger-analytics, node-ledger-web hledger-web, ledgeraccounting, paisa, cashier fava, paisa, [BeanHubA]
Android: cashier, NanoLedger cashier, MoLe, NanoLedger Beancount Mobile CE, beancount-mobile (xuhcc)
IOS: Beancount Mobile CE

Help
CLI help: general --help, also available as man page general and command-specific --help, commands summary, built-in asciinema demos command-specific --help
TLDR short help: ledger hledger and commands, also built-in
User manual formats: web web, info, man, also built-in info/man/text with jump to topic web
Active support channels: chat, mail list, forum, reddit mail list
Easy install and setup: yes yes no

Data formats
Input formats: journal (ledger), timeclock, csv journal (hledger), timeclock, timedot, csv, tsv, ssv, *sv journal (beancount)
Output formats: text, csv, xml, lisp text, html, fods, csv, tsv, ssv, json, sql text, ?

Commands
Commands: accounts, balance, cleared, commodities, convert, csv, entry, emacs, equity, lisp, payees, pricemap, pricedb, prices, print, register, select, source, stats, tags accounts, activity, add, aregister, balance, balancesheet, balancesheetequity, cashflow, check, close, codes, commodities, demo, descriptions, diff, files, help, import, incomestatement, payees, prices, print, notes, register, rewrite, roi, stats, tags, test beancount: check, doctor, example, format
Add-on commands: bar, check-fancyassertions, edit, git, iadd, interest, lots, move, pijul, plot.. beanquery: balances, journal, print, select

Configuration
Config file: general options general and command-specific options ?
Extensibility: built-in expression language, embedded python, HTTP-JSON add-on commands, haskell library, HTTP-JSON data-modifying plugins, python library

Other features
Budget report: yes yes
Charting tools: paisa, etc.. activity, hledger-bar, hledger-web, hledger-plot, paisa, etc.. paisa..
Data importing: built-in from CSV, others.. built-in from any input format, others.. beangulp framework, beancount_reds_importers framework, beancount-import library, others..
Data deduplication: checksum-based (requires unique CSV records) date-based (requires date-ordered CSV records) ?
Generate postings by rule: yes yes ?
Generate transactions by rule: yes yes ?
International number notations: no yes no
Lot management: lot matching syntax, lots report, revaluation transactions, lotter manual, hledger-lots, hledger-move, lotter lot matching syntax, ?
Multi-period balance reports: no yes no
Pivoting: on single tag on one or more tags/other fields ?
Price fetching: pricehist pricehist beanprice, pricehist
Querying: cli options, custom query expressions cli options, custom query expressions SQL-like beancount query language
REPL: built-in haskell GHCI beanquery, python
Shell completions: bash (commands, flags, maybe accounts) bash (commands, flags, flag values, query types, journal data)
Unrealised gains report: --unrealized --gain, roi ?
Validation: configurable configurable always strict
Miscellaneous: ? account types awareness ?
standard financial reports
customisable account display order
customisable amount styles for input and output
documentation-first development
regular releases
regression bounties

Editor plugins

Atom

Data import/conversion

  • Ledger and hledger have CSV conversion built in. Also:
  • bean-identify, bean-extract, bean-file - Beancount built-in tools
  • banks2ledger - CSV to *ledger converter
  • beancount-import web app/framework for converting various formats to beancount (python)
  • beancount-reds-importers Simple importers and tools for Beancount. A framework to allow you to easily write your own importers.
  • beancount-ynab Import YNAB4 (legacy desktop-based version) into beancount
  • beancount-ynab5 Import YNAB5 (cloud-based version) transactions into beancount
  • beanhub-extract Simple Python library for extracting all kinds of bank export CSV files into standardized transaction data objects
  • beanhub-import Declarative idempotent rule-based beancount transaction import engine in Python consumes data extracted by beanhub-extract
  • buchhaltung CSV/FinTS/HBCI/OFX to *ledger conversion/deduplication (haskell)
  • Costflow convert one line message to beancount/*ledger format
  • csv2beancount CSV to beancount converter (clojure)
  • CSV2Ledger CSV to *ledger converter (perl)
  • double-entry-generator Rule-based double-entry bookkeeping importer (from Alipay/WeChat/Huobi etc. to Beancount)
  • fints2ledger FinTS/HBCI to csv to *ledger or beancount journals (python)
  • gcash2ledger.py GNUCash XML to *ledger converter (python)
  • gnucash-to-beancount GNUCash sqlite to beancount converter (python)
  • gnucash2ledger.py GNUCash sqlite to *ledger converter (python)
  • grisbi2Ledger Grisbi to *ledger converter
  • gsheet-csv.hs a script to download Google sheets (haskell)
  • hledger-Excel Excel spreadsheet to *ledger journal converter (visual basic for applications)
  • hledger-import-dsl alternate, programmable CSV converter for hledger
  • hledger-to-influxdb hledger to InfluxDB converter (haskell)
  • hledger2beancount hledger to beancount converter (haskell)
  • homebank2ledger HomeBank to ledger and beancount converter (perl)
  • icsvledger interactive CSV to *ledger converter (python)
  • into-ledger CSV to *ledger converter
  • invoice2data extract data from PDF invoices (python)
  • jali downloader/importer to *ledger (python)
  • kmymoney2hledger KMyMoney to *ledger converter (clojure)
  • kmymoney2ledgers KMyMoney to *ledger/beancount converter (python)
  • kmymoney2ledgers.awk KMyMoney to *ledger/beancount converter (Awk)
  • ldgclip import bank transactions via the clipboard with one click (bash/awk)
  • Ledger in Go has limport, a CSV to *ledger converter
  • ledger-autosync OFX download, OFX to *ledger conversion, deduplication
  • ledger-guesser neural network for generating entries like past ones, can be used with ledger-autosync (javascript)
  • ledger-myexpenses MyExpenses android app sqlite db to *ledger conversion (python, 2017)
  • ledgermyexpenses sync MyExpenses android app to/from Ledger (bash, 2023)
  • ledger-to-beancount yet another simple ledger to beancount converter (python)
  • ledger-tutorials convert Pete Keen's tutorials to ebook format
  • ledger2beancount.py *ledger to beancount converter
  • ledger2beancount/beancount2ledger the best converter between h/ledger and beancount formats (perl).
  • moneymoney-ledger MoneyMoney export extension for *ledger
  • outofit QuickBooks to *ledger converter
  • piecash GNUCash SQL to *ledger converter (python)
  • plaid2qif Download transactions from plaid as QIF or CSV files
  • plaid2text Plaid API to *ledger/beancount download/conversion
  • qb2ledger QuickBooks General Journal CSV to *ledger converter
  • QIFtoLedger (Bank of America's) QIF to *ledger converter
  • reckon smart interactive/non-interactive CSV to *ledger converter
  • slc generates Ledger accounting entries, works with generic CSV files as well as the Stripe API
  • smart_importer library for building smarter CSV to beancount/Fava converters
  • Tiller service to download from mostly-US banks to google or microsoft spreadsheets (commercial but pretty good)
  • total_recall CSV to *ledger converter
  • ynab-to-ledger You Need A Budget (YNAB) to *ledger converter. Handles multiple currencies, multiple number formats, reconciliation, memos, transfers, and split transactions
  • ynab_to_ledger You Need A Budget to *ledger converter

Price fetching

  • bean-price Beancount's price fetching tool (python)
  • hledger-stockquotes download market prices for your hledger commodities (haskell)
  • ledger-get-prices download market prices (ruby)
  • LedgerStockUpdate update a Ledger price database (go)
  • market-prices download market prices from several sources (python)
  • market-prices.hs small, easy to adapt script to scrape market data from the internet (Haskell)
  • pricehist fetch and format historical price data, with support for multiple sources and output formats (python)
  • the-solipsist/scripts download prices for your hledger commodities, including indian commodities (bash)

Data generation

  • beancount-extract-price generate prices transactions based on your beancount ledger (python)
  • DepreciateForLedger generate *ledger depreciation transactions (python)
  • hledger-interest generate *ledger interest entries (haskell)
  • ledger-ts typescript EDSL for generating beancount journals (typescript)
  • ledgerbil schedule recurring txns, interactive reconcile, date sorting
  • LedgerScheduler move entries from one file to another when they come due (python)
  • lotter generate postings for capital gain/loss (go)
  • recurring generate recurring *ledger entries (python)
  • reorder-journal.sh sort hledger entries, preserving directives/comments at top of file (bash)
  • sassetti adds lisp macros to ledger files (common lisp)

Invoicing

  • kairos (repo) generate invoices from hledger timedot files (go)

Workflows

  • docker-finance hledger/hledger-flow/docker-based system for tracking and reporting on traditional and cryptocurrency finances
  • Full-fledged hledger scripts and detailed tutorial for generating hledger journals from CSV files (haskell, shell)
  • hledger-flow command-line tool to generate hledger (or Ledger) journals from CSV files (haskell)
  • rtrledger another hledger journals from CSV files system, designed for chaotic German freelancers (shell etc.)
  • Lazy Beancount Beancount packaged in Docker with additional plugins and tools

Formatting

Reporting

  • budget_report budget reporting with beancount (python)
  • gainstrack personal wealth analysis app with beancount export (scala/typescript)
  • hledger-diff report differing transactions between two journals (haskell)
  • hledger-irr calculate an account's internal rate of return (superseded by roi) (haskell)
  • hledger-sankey Script + HTML files to plot income next to expense money flows from an hledger ledger file (shell + javascript)
  • hledger-tools generating charts from hledger (typescript)
  • hledger-vega makes configurable vega-lite charts from hledger (shell)
  • hreports customise hledger reports with templates and PDF output (python)
  • ledger-plot interactive tool for making GNUplot charts from Ledger (python)
  • ledger-plots R package & script to make charts from Ledger (R)
  • r-ledger an R package for reading and reporting on ledger/hledger/beancount files (R)
  • TaxingLots calculates capital gains for a ledger journal (python)

Time logging

  • org2tc org to timeclock converter
  • on-modify.timetrack.py taskwarrior hook for timeclock output
  • t ledger timeclock shellscript
  • tim time logging/reporting tool using hledger
  • timekeeping-template time logging/reporting examples/how-to using hledger
  • tito time logging bash scripts that avoid double clock-in

UI, console

  • bean-add interactive transaction entry tool (python)
  • hledger add interactive transaction entry tool (builtin command)
  • ladd create and edit a new *ledger transaction by fuzzy-matching past descriptions
  • ldgr command line tool to add/sort/tag ledger files (ruby)
  • ledger xact history-aware transaction generator (builtin command)

UI, curses

  • hledger-iadd TUI for *ledger transaction entry (haskell)
  • hledger-ui TUI for *ledger browsing (haskell, video)
  • ledger-add TUI for *ledger transaction entry (python)
  • puffin TUI for hledger browsing (go)
  • regdel TUI for browsing Ledger files (python)

UI, GUI

  • fruit-credits data entry/reporting GUI for hledger (Vala, GNOME)
  • ledgerble reporting GUI with charts & adjustable reports (Javascript)
  • ledgerhelpers misc. GUI tools + helper library (Python, GTK)
  • Prudent integrated journal editing/importing/reporting GUI for Ledger (Javascript, mac only, closed source)

UI, web

  • fava web UI for beancount browsing (python, demo)
  • hledger-web web UI for *ledger browsing, data entry (haskell, demo, Sandstorm app)
  • Paisa web UI or desktop app for ledger, hledger and beancount (go, javascript, demo)
  • Ledger in Go web UI for browsing ledger transactions, reports, and porfolios
  • Ledger Web ledger HTML reporting system (ruby, postgres)
  • Ledger Web web UI/API for ledger browsing, data entry (python)
  • ledger-analytics web UI for ledger data analytics (javascript)
  • ledger-dashboard web UI for ledger browsing, data entry (python)
  • ledger-pyreport web UI for standard accounting statements and unrealised gains (python)
  • ledgeraccounting web UI for hledger: data entry, basic reports and budgets (javascript)
  • ledgible web UI for ledger browsing, data entry (python)
  • n4s danish-language ERP system (php)
  • node-ledger-web web UI for ledger browsing (javascript)
  • WealthPulse web UI for ledger browsing, price fetching (F#)
  • BeanHub web UI for beancount browsing, data entry with a Git repository (proprietary SaaS; some components open source)

UI, mobile

Library

Utilities

API

  • gledger Go package to interface with Ledger (go)
  • hledger-lib library for parsing and generating reports from *ledger files (haskell)
  • hledger-web the web app includes a JSON API server for *ledger files (haskell)
  • ledgerhelpers extends Ledger's python library (python)
  • node-hledger Node.js API for *ledger files (javascript)
  • BeanHub API proprietary SaaS API for operating on hosted beancount repositories and beanhub-forms
View Git Blame Copy Permalink