49 KiB
% Plain Text Accounting portal
<style> body { } .columns { margin-left:0 !important; margin-right:4%; } h1 { text-align:center; margin-top:10%; margin-bottom:5%; text-shadow: 2px 2px 2px white; } h2 { } h3 { font-weight:normal; } h4 { } h5 { font-size:1.2em; } li { margin:revert; } .faq h5 { /* questions */ font-weight:bold; margin-bottom:0; } #intro { font-size:1.2em; } #sitemapheading { font-size:2rem; font-weight:bold; } th, td { border:none; padding-top:0; padding-bottom:0; border-bottom:thin solid #ddd; white-space:nowrap; } </style>plain text accounting
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.
Welcome!
This site together with wiki.plaintextaccounting.org
is an entry point to the PTA community's tools, docs and practices.
It is maintained by
Simon Michael (hledger project leader, Ledger contributor, PTA fan) and contributors like you.
Updates are helpful; join the chat
or send an edit.
{title="send pull requests, bug reports, blog posts, star us, tweet with #plaintextaccounting tag"}
Overview:
2022-06: FAQs and Common Tasks links have moved to the wiki.
About
... Newcomer FAQ
... Objections and Concerns
... Getting started FAQ
Tools
... PTA apps
... Editor support
... Data import/conversion
... Price fetching
... Data generation
... Reporting
... Time logging
... UI, console
... UI, curses
... UI, GUI
... UI, web
... UI, mobile
... API
Docs
... Accounting
... Plain Text Accounting
... Wiki/Cookbook
Videos
...
Articles & blog posts
...
News & discussion
...
Tools
PTA apps
To do Plain Text Accounting, choose one of the apps below. Generally it's relatively easy to migrate data from one to another.
| Project | Start | Last release | Code | Committers | Stars | Mail list, ~size | Chat, ~size |
|---|---|---|---|---|---|---|---|
| Popular | |||||||
| Ledger | 2003 | 2021-05 | C++ | 189 | 4.3k | ledger ~900 | irc 60 |
| hledger | 2007 | 2022-06 | haskell | 148 | 2.1k | hledger ~200 | matrix/irc 120 |
| Beancount | 2008 | 2020-06 | python | 64 | 2k | beancount ~600 | irc 20, fava gitter/matrix 40 |
| Smaller userbase | |||||||
| Abandon | 2013 | 2019-09 | scala | 11 | 162 | gitter/matrix | |
| Transity | 2018 | 2019-05 | purescript | 8 | 571 | gitter/matrix | |
| Ledger in Go | 2013 | 2019-11 | go | 8 | 323 | ||
| rust_ledger | 2019 | 2020-09 | rust | 4 | 90 | ||
| .Net Ledger | 2017 | 2018-08 | C# | 1 | 134 | gitter/matrix | |
| goledger | 2019 | go | 1 | 23 | |||
| blossom | 2020 | F# | 1 | 20 | |||
| Tackler | 2017 | 2021-01 | scala | 1 | 8 | gitter/matrix | |
| ledg | 2021 | 2021-04 | javascript | 1 | 30 | ||
| pta | 2020 | 2020-09 | perl | 1 | |||
| Prudent | 2018 | js (closed); addons | 1 | @PrudentLedger | |||
| knut | 2020 | go | 3 | 39 | |||
| awk-pta | 2022 | awk | 1 | ||||
| Inactive | |||||||
| bankroll | 2020 | 2020-08 | rust | 1 | 1 | ||
| acc | 2020 | rust | 1 | 1 | |||
| beans | 2019 | 2019 | haskell | ||||
| monescript | 2017 | 2018-01 | javascript | 1 | 12 | ||
| uledger | 2015 | python | |||||
| pacioli | 2013 | python | |||||
| ledger.pl | 2013 | perl | |||||
| Penny | 2012 | 2014 | haskell | ||||
| UMM | 2009 | 2010 | haskell | ||||
| sm-Ledger | 2007 | squeak smalltalk | |||||
| cl-ledger | 2007 | common lisp | 4 | 66 |
Editor plugins
Helpers which make your text editor or IDE more aware of PTA apps and file formats. These often also work well for PTA apps other than the one they are named for.
Atom
language-ledger,
ledger
Emacs
beancount-mode,
hledger-mode,
ledger-mode
IntelliJ
Ledger Plugin
Nano
scopatz/nanorc
Sublime
sublime-ledger-syntax
TextMate
Ledger.tmbundle
VIM
vim-ledger,
vim-beancount,
hledger-vim
VS Code
hledger-vscode,
ledger,
vscode-beancount
Data import/conversion
Additional helper tools complementing the PTA apps, by category.
- 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-ynab You Need A Budget to beancount converter
- buchhaltung CSV/FinTS/HBCI/OFX to *ledger conversion/deduplication (haskell)
- csv2beancount CSV to beancount converter (clojure)
- CSV2Ledger CSV to *ledger converter (perl)
- 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
- 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
- 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)
- 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).
- 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
- 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
- Costflow convert one line message to beancount/*ledger format
- Go Ledger parser a parser and ledgerfmt, ledger2json, json2ledger tools (go)
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)
- update-hledger-market-prices.hs download market prices (haskell)
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)
- 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)
Reporting
- budget_report budget reporting with beancount (python)
- hledger-diff report differing transactions between two journals (haskell)
- hledger-irr calculate an account's internal rate of return (superseded by roi) (haskell)
- 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)
- ludget generate charts from Ledger (python)
- 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)
- regdel TUI for browsing Ledger files (python)
UI, GUI
- 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)
- 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)
- node-ledger-web web UI for ledger browsing (javascript)
- WealthPulse web UI for ledger browsing, price fetching (F#)
UI, mobile
- beancount-mobile data entry app for beancount (Android, javascript)
- cashier mobile or desktop client for ledger and hledger-web (Android/Desktop, javascript, app)
- cone data entry app for the h/ledger format (Android, dart)
- MoLe mobile client for hledger-web (Android, java)
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)
Docs
Accounting
- Accounting for Dragons
- Accounting for Computer Scientists
- hledger: Accounting links
- hledger: Accounting concepts
- Beancount: The Double-Entry Counting Method
Plain Text Accounting
PTA app official docs
Ledger | hledger | Beancount | Ledger in Go | Tackler | pta
PTA app comparisons
- hledger: hledger and other things 2014, 2019, 2022
- Matthias Kauer: Command Line Accounting – A look at the various ledger ports 2015
- beancount list: Another Ledger user's perspective 2015
- Beancount: A Comparison of Beancount and Ledger 2014
- ledger list: ledger vs hledger vs beancount or how to choose the right cli client 2014
- Omari Norman: Why Penny 2013
Cheatsheets
Introductory docs
- Getting Started With Ledger
- hledger Getting Started Guide
- Getting Started with Beancount
- Tackler Quickstart
- Don’t Sink Your First Attempts at Plaintext Accounting syntax tips for beginners
- Program your Finances: Command-line Accounting
- Plain Text Accounting Workshop
- wiki: Getting started
Presentations
- Simon Michael: Inside hledger: an architectural tour and how-to 2021
- Michael Lynch 2021
- Andreas Pauley: Purely Functional Personal Finance 2018
- Ledger CLI Accounting for Geeks 2014
- Hacking Your Finances for Fun and Profit 2013
- Ledger and Text based Accounting 2009
Wiki/Cookbook
- Wiki/Cookbook more docs: FAQs, examples, how-tos
Videos
- Simon Michael: Inside hledger: an architectural tour and how-to 2021
- hledger fan youtube channel short beginner lessons, 2019-
- Quiliro Ordóñez: ledger-mode lightning talk 2019
- Colin Dean: Plaintext Accounting with the ledger ecosystem 2017
- Colin Dean: Plain Text Accounting 2017
- Simon Michael: Hands-on with hledger 2016
- Austin Walker: Conquering Your Finances with Emacs and Ledger 2016
- FLOSS Weekly 375: hledger (youtube, 3m overview) 2016
- Evolution of ledger 2015
- Evolution of hledger 2015
- FLOSS Weekly 150: Ledger (youtube) 2011
- Accounting course by Prof. Krug 2011
- Khan Academy: Accounting and financial statements
- David Mitchell: Personal Debts
Articles & blog posts
In 2021
- Arsen Arsenović: Keeping track of finances from many places
- Zoran Zaric: Budgeting for annual expenses with Hledger
- Samuel Walladge: Tracking capital gains with hledger
- Duarte O.Carmo: Hacking on my finances (Part 2: Beancount on Beanstalk)
In 2020
- Duarte O.Carmo: Hacking on my finances
- Conversations in Code: Episode 3 / Introduction to Plain Text Accounting [podcast]
- Peter Hogg: Reconciling Ledger
- Peter Hogg: Receipts and Ledger
- Peter Hogg: Tracking Cash with Ledger
- Peter Hogg: Organizing Ledger
- Mari Donkers: KMyMoney to HLedger conversion
- Charles Hoffman: Plain Text Accounting
- Charles Hoffman: Fat Free Accounting: Ledger
- Lee Yingtong Li: Using selenium to scrape/import bank transactions for ledger-cli
- Lee Yingtong Li: ledger-pyreport: Formal accounting reports for ledger-cli
- Lee Yingtong Li: Incorrect accounting of unrealised gains in ledger-cli
- Christian Egli: Quick and dirty PDF reports for Plain Text Accounting
In 2019
- Lee Yingtong Li: FIFO inventory with ledger-cli
- Justin Kaipada: Managing Ledger for Humans
- Amitai Burstein: Why We Chose Plain Text Accounting with Hledger
- Budgeting with ledger-cli while tracking used points
- Pete Keen: Automatic Insurance
- Pete Keen: Automatic Investing
- Pete Keen: Automatic Cash Management
- Pete Keen: Automatic Finances
- John Sullivan: Answering questions with accounting: Reimbursements
In 2018
- Felix Crux: Tracking Accounts Jointly and Separately
- Pepijn Looije: Real World Ledger part 1: Weighing Eggs in Baskets
- Zoran Zaric: Depreciation in Personal Finance with Hledger
- Zoran Zaric: Tracking Investments in Lots with Hledger
- Michael Walker: Currency Conversion
- LWN: Counting beans - and more - with Beancount
- Michael Walker: Personal Finance
- Siddhant Goel: Managing Personal Finances using Python
In 2017
- Michael Walker: I Need A Budget
- Accounting for the simple minds with plain text accounting
- S.M. Oliva: Inventory, Part I: Will It Probate?
- S.M. Oliva: A Simple First Account
- S.M. Oliva: The Basics of hledger
- S.M. Oliva: Introduction to Command Line Probate
- LWN: Restarting the free accounting search
- Michael Walker: Visualise your finances with hledger, InfluxDB, and Grafana
- Brady Trainor: Hledger web
In 2016
- Felix Crux: Accrual vs. Cash Basis Accounting
- bsilvereagle: Envelope Budgeting with ledger
- Felix Crux: Tracking Reimbursable Expenses
- Felix Crux: Separate Your Journals
- Felix Crux: Reporting Special Events Separately From Regular Spending
- Felix Crux: Create a .ledgerrc (Ledger Practices series)
- Marcin Borkowski: Ledger – virtual postings aka envelopes
- Karan Ahuja: Hledger Improvements Wishlist.
- Alex Johnstone: Managing my personal finances with beancount
In 2015
- Pete Keen: Program Your Finances: Algorithmic Savings
- Pete Keen: Program Your Finances: Envelope Budgeting
- Stefano Rodighiero: hledger-dupes
In 2014
In 2013
In 2012
- Joey Hess: hledger
- Gene Goykhman: An Alternative to QuickBooks
- LWN: The accounting quest: Ledger
- Pete Keen: A Robust Reporting System for Ledger
In 2011
- Pete Keen: Program your Finances: Automated Transactions
- Sascha Welter: Doing my own accounting
- Clint Adams: Accounting at SFLC
- Pete Keen: Program your Finances: Vacation Tracking
- Pete Keen: Program your Finances: Reporting for Fun and Profit
In 2010
In 2009
In 2006
News & discussion
Chat
Matrix or
IRC (bridged),
app-specific chats
Mail lists
app-specific mail lists
Twitter
#plaintextaccounting,
#ledgercli,
#hledger,
#beancount,
@LedgerTips
Reddit
/r/plaintextaccounting
Hacker News
stories,
comments
Stack Exchange
[ledger-cli],
"ledger-cli",
[hledger](https://money.stackexchange.com/questions/tagged/hledger?tab=newest),
"hledger"
\(c) 2016-2022 [Simon Michael](http://joyful.com) & contributors | Send updates via [github](https://github.com/plaintextaccounting/plaintextaccounting) ([latest changes](https://github.com/plaintextaccounting/plaintextaccounting/commits/master))