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plaintextaccounting/src/Getting-started-FAQ.md
2023-11-30 18:11:40 -10:00

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% Getting started FAQ

Which PTA app should I choose ?

Here are some (mostly old) comparisons Check out the projects' stats, and perhaps their chat rooms / mail lists. Developer opinions are hard to find, but here are a few:

SM on why hledger over Ledger (2019): https://news.ycombinator.com/item?id=20022346

SM (2022): We all have opinions - ask for them in chat or search the reddit / mail lists / web. Circa 2022 I hope it's fair to say, without my bias showing:

  • Ledger, hledger and Beancount are the big three apps, with many users.
  • The other apps are less used, though some may be quite capable.
  • Ledger is the oldest and best known, with many features and long-standing quirks.
  • hledger is a cleaned-up version of Ledger, the most actively maintained, and the most user-friendly.
  • Beancount has the most features for investing and trading, and the most support (and need) for customisation, via Python.
  • Ledger and hledger have flexible file formats and parse forgivingly by default, with optional strictness. Beancount has a more restricted file format and always parses strictly.
  • It's generally relatively easy to migrate data from one to another, eg using data conversion tools like ledger2beancount and beancount2ledger.

SM on new user experience (2023): https://fosstodon.org/@simonmic/110120922501551538

How to organise files ? Should I split the journal into many files ?

All in one file (or one file per year) and ordered by date is simplest and creates the fewest headaches (balance assertions/assignments, scope of directives, where to put entries, finding things..).

If you use emacs: its possible to insert org headings (which are comments to h/ledger) and then use org-mode or org-minor-mode to collapse/expand/navigate sections of your journal.

Also in emacs: in ledger-mode, C-c C-f can give you a filtered view of just one accounts transactions. (But be careful, if you edit in the wrong place it will lose data.)

https://www.reddit.com/r/plaintextaccounting/comments/d69slp/how_do_you_manage_multiple_accounts_in/

How big is your ledger/journal file ?

For individual accounting, somewhere between 500-1500 transactions and 100-400 Kb of journal file per year seems typical.

https://www.reddit.com/r/plaintextaccounting/comments/dbjizl/how_big_is_your_ledgerjournal_file/