In reply to sm
there's Budgeting overview page plaintextaccounting.org 

Hello, I'm trying to figure out a good way to handle "envelope style" budgeting in the case where I might pay groceries from two different credit cards, that are paid from different real-world bank accounts. Previously, I was using "real" accounts to handle the budget, with specific budgets as sub-accounts, such as assets:bankX:checking:groceries. But that doesn't really work when my expenditur...

In a recent hledger issue we discuss how queries like expr:'date:... OR ...' are problematic and will probably be disallowed.

This Week In Hledger 2024-04-05 https://hledger.org/news.html#this-week-in-hledger-2024-04-05 sm Doc updates (#2189, #2191, Cookbook#investing, A tax reporting setup). Added Brian Victor's hledger-txnsbycat.hs to the Scripts page. On plaintextaccounting.org I started a project finance/donations page and public ledger; moved blog links off the front page in favour of the PTA forum; added a...

A pretty nice intro that some people will like, and a very exciting discussion of the meaning of Life, the Universe, and Debit and Credit! Be warned!

How mistyping a date led me write a song, find a new reference for hledger smart dates, and come up with an idea for a future video. See this week's hledgerfan posting.

This Week In Hledger 2024-04-12 https://hledger.org/news.html#this-week-in-hledger-2024-04-12 sm Investigated/refactored/discussed a problem with boolean query expressions; disallowed date: in OR expressions #2178. Required process >=1.6.19.0 for HSEC-2024-0003. Updated docs: balance assertions, balancesheetequity. plaintextaccounting.org updates: FAQ, Borrowing and lending, Investing and ...

In reply to @simonmic:matrix.org
My taxes are not that complicated (self employed paying quarterly estimated federal & state taxes) but all the same it comes out to 15 separate transactions

In reply to @joehealy:matrix.org
It is not yet revenue, the work has not been done and the money not yet earned

joehealy: In accrual-basis accounting the money you received from the client becomes a liability until the work has been performed.

2024-04-16 * "Cash from client"
  Liabilities:Unearned-Revenue:ClientA -100
  Assets:Bank-Account 100

2024-05-10 * "Work on project"
  Liabilities:Unearned-Revenue:ClientA 100
Income:ClientA -100

There's a good explanation at https://baremetrics.com/blog/is-deferred-revenue-a-liability.

I am going insane trying to select the best approach to include in my ledger shared accounts with my partner. I began to trace my personal finances with my personal assents, liabilities, expenses and income. However, now I need to track also shared accounts with my partner. I do not want to track the personal finances of my partner, only shared accounts with me. And what I think is different from ...

I'm pleased to announce hledger 1.33! This release comes a bit later than usual, with help from contributors Jonathan Dowland, Ilja Kocken, Colin Dean, Dmitry Astapov, Vekhir, ShrykeWindgrace, Martijn van der Ven, Michael Rees, aragaer, and hamzashezad. Highlights: close enhancements, hledger-ui 'dark' theme, GHC 9.8 support, Apple ARM binaries, and the usual improvements and fixes. Release...

Hey y'all 🙋‍♂️ As a way of learning ledger-cli, I implemented the transactions from chapter 1 of 'The Accounting Game' book in ledger-cli. However, I have a question about how to record expenses. I've posted my question here: Thought I'd share here in case anyone has any suggestions. Thanks!

Hey y'all 🙋‍♂️ Here's some example transactions from the ledger manual: 2011/03/15 Trader Joe's Expenses:Groceries $100.00 Assets:Checking 2011/03/15 Whole Food Market Expenses:Groceries $75.00 Assets:Checking Is there a way to define Checking as an Asset once up front so that I don't have to write Assets:Checking out each time? So for example, something like this: def...

Some notes on money.stack.exchange for plain text accounting folks. On the recent PTA forum post referencing a question asked on the Personal Finance & Money stackexchange Q&A site, I wrote: It's often hard to get much traction for PTA questions over there, so far. By that I mean there aren't many PTA-related questions there, and if you do ask there you will feel a certain headwind, ie the...

I didn't find an "off-topic" nor "random" tag, so apologies if this is seen as clutter. 🙂 I took the plunge into PTA with hledger to draft my company's books in 2023 and to escape the torture of QuickBooks in a multiple-currency world. I am pleased to report that I have succeeded in completing my fiscal year 2023 recordkeeping and my accountants have not fired me. Moreover, I feel like I will act...

How many of you utilize the payee directive and if so, what are the main benefits of it? I've only been using hledger for a few months now and have not determined if it is something I want to utilize.

This Week In Hledger 2024-04-19 https://hledger.org/news.html#this-week-in-hledger-2024-04-19 sm Worked on release process, github workflows, platform build issues, mac arm release binaries, CLI commands list, a hledger add ANSI bug, misc doc updates, and released hledger 1.33. Misc You can see recent discussions at: https://matrix.hledger.org https://list.hledger.org https://forum.plaint...