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hledger and plain text accounting tools generally are highly flexible | ||
and don't impose much structure or process. This can make it hard to | ||
get started. | ||
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In this part of the site, you can read about file layouts, account | ||
organisations, workflows and routines that have been effective for | ||
other hledger users in practice. You may like to try replicating one | ||
of these exactly, or simply read for ideas. | ||
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These docs are not required to be complete, reproducible, or | ||
maintained (although that is welcome), but they should give some | ||
insight about setups or processes that you found useful in practice. | ||
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Here's a rough template to provide ideas: | ||
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``` | ||
Author: X | ||
Last updated: DATE | ||
## Requirements | ||
Tested on: PLATFORM(S) | ||
Tested with: HLEDGER VERSION | ||
Tools used: | ||
hledger, | ||
hledger-ui, | ||
GNU make, | ||
sed.. | ||
## Files | ||
`tree` output.. | ||
## Data entry / conversion | ||
How I capture data.. | ||
## Version control | ||
How I use version control, if any | ||
## Accounts | ||
Account hierarchy used, any organisational principles, how I maintain it.. | ||
## Reports | ||
The main reports used ? | ||
## Tasks / Workflows | ||
How to do .. | ||
## Routines | ||
Recurring (daily, weekly, monthly, yearly..) workflows | ||
``` |
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## General | ||
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- Wikipedia: | ||
[Accounting](https://en.wikipedia.org/wiki/Accounting), | ||
[Bookkeeping](https://en.wikipedia.org/wiki/Bookkeeping), | ||
[Double-entry bookkeeping system](https://en.wikipedia.org/wiki/Double_entry_bookkeeping_system), | ||
[General journal](https://en.wikipedia.org/wiki/General_journal) | ||
etc. | ||
- [Accounting For Dragons](https://podcastle.org/2009/10/09/pc-miniature-38-accounting-for-dragons) why you should know accounting | ||
- [Bean Counter](https://www.dwmbeancounter.com/) - tutorials, such as | ||
[So, you want to learn Bookkeeping!](https://www.dwmbeancounter.com/tutorial/Tutorial.html). | ||
This has been recommended on the ledger list and [on HN](https://news.ycombinator.com/item?id=17245101). | ||
- [Accounting Coach](https://www.accountingcoach.com/) | ||
- [Accounting Basics](https://www.accountingverse.com/accounting-basics/) | ||
- [Guru 99 Accounting Tutorials](https://www.guru99.com/accounting.html) | ||
- [principlesofaccounting.com](https://www.principlesofaccounting.com) | ||
- [Double Entry Bookkeeping](https://c2.com/cgi/wiki?DoubleEntryBookkeeping) discussion by software developers at the WikiWikiWeb | ||
- [Winning Financially is Simple](https://directory.libsyn.com/episode/index/show/youneedabudget/id/2657122) and other good episodes from the [YNAB Podcast](https://directory.libsyn.com/shows/view/id/youneedabudget) | ||
- [Back to the Stone Age: Low-Tech Expense Tracking](https://www.getrichslowly.org/blog/2011/02/28/back-to-the-stone-age-low-tech-expense-tracking/) Get Rich Slowly | ||
- [Track Every Penny You Spend](https://www.getrichslowly.org/blog/2006/09/22/track-every-penny-you-spend/) Get Rich Slowly | ||
- [I’ve Tracked My Expenses — Now What?](https://www.getrichslowly.org/blog/2011/04/08/ask-the-readers-ive-tracked-my-expenses-now-what/) Get Rich Slowly | ||
- [A Slow-Tech Approach to Tracking Spending](https://mobile.nytimes.com/2014/05/12/your-money/household-budgeting/a-slow-tech-approach-to-tracking-spending.html) | ||
- [Your Financial Network Map](https://www.bargaineering.com/articles/financial-network-map.html) | ||
- [The Accountancy Model and The Accountancy Model Examples](https://www.google.com/search?hl=en&q=%2B%22The%20Accountancy%20Model%22%20%2B%22The%20Accountancy%20Model%20Examples%22) - two free books by Tim Riley | ||
- [Gnucash and double entry accounting](https://www.austintek.com/gnucash/ncsa-gnucash-talk.html) - double entry accounting introduction with examples | ||
- [Accounting for Computer Scientists](https://martin.kleppmann.com/2011/03/07/accounting-for-computer-scientists.html) | ||
- [Closing Entries](https://www.cliffsnotes.com/more-subjects/accounting/accounting-principles-i/completion-of-the-accounting-cycle/closing-entries) | ||
- [Tutorial on multiple currency accounting](https://www.mscs.dal.ca/~selinger/accounting/tutorial.html) by Peter Selinger | ||
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## Theory | ||
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- [Algebraic Models for Accounting Systems](https://www.amazon.com/Algebraic-Accounting-Systems-Salvador-Rambaud/dp/9814287113) - recommended [on twitter](https://twitter.com/meekaale/status/1000426850819170304) | ||
- [On Double-Entry Bookkeeping: The Mathematical Treatment](https://arxiv.org/abs/1407.1898) David Ellerman 2014, <https://www.ellerman.org/double-entry-bookkeeping> | ||
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## History | ||
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- <https://en.wikipedia.org/wiki/History_of_accounting> | ||
- [The Vanished Grandeur of Accounting](https://www.bostonglobe.com/ideas/2014/06/07/the-vanished-grandeur-accounting/3zcbRBoPDNIryWyNYNMvbO/story.html) (Boston Globe) & [discussion](https://news.ycombinator.com/item?id=7933746) | ||
- <https://www.bbc.com/news/business-39870485> | ||
- <https://www.accountingin.com/accounting-historians-journal/volume-11-number-1/the-significance-of-ancient-mesopotamia-in-accounting-history/> | ||
- [Mesopotamian Tablet Collection](https://www.spurlock.illinois.edu/collections/notable-collections/profiles/mesopotamian-tablet.html) (Spurlock Museum} | ||
- [Ledger Art](https://www.mpm.edu/research-collections/anthropology/online-collections-research/ledger-art-collection) |
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Additional hledger tools you can install with stack or cabal. Once installed, these will appear in hledger's commands list: | ||
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[hledger-diff](https://hackage.haskell.org/package/hledger-diff) | ||
shows differences in an account's transactions between one journal file and another. | ||
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[hledger-iadd](https://hackage.haskell.org/package/hledger-iadd) | ||
is a curses-style replacement for hledger's add command. | ||
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[hledger-interest](https://hackage.haskell.org/package/hledger-interest) | ||
generates interest transactions for an account according to various schemes. | ||
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[hledger-irr](https://hackage.haskell.org/package/hledger-irr) | ||
calculates the internal rate of return of an investment account. | ||
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More tools: | ||
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[hledger-check.hs](https://github.com/simonmichael/hledger/blob/master/bin/hledger-check.hs) | ||
checks more powerful account balance assertions. | ||
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[ledger-autosync](https://pypi.python.org/pypi/ledger-autosync) | ||
can download, deduplicate and/or convert OFX data (includes hledger support, | ||
rename/symlink it to hledger-autosync to see it in commands list) | ||
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[plaintextaccounting: related tools](https://plaintextaccounting.org/#related-tools) - all known plain text accounting helper tools | ||
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