Just use a metadata field with a unique id per client
and maintain a spreadsheet with all the details,
just join the two with a script.
You can extract that metadata using queries or a script.


On Thu, Sep 26, 2024 at 5:27 PM Rick F <[email protected]> wrote:

> Hi.. I work at a small non-profit organization and am looking at whether
> any of the PTA apps out there (ledger, hledger or beancount primarily) can
> be used to handle our accounting needs or not. One big area that I'm having
> difficulty with is tracking donations that we receive with (hopefully) full
> contact info so we can pull reports at year-end of person X's donations are
> ... blah blah blah (report info).
>
> I found someone's prior work associated with Ledger (using lots of tags)
> for much of what I'm after but still nothing that allows me to track donor
> information aside from a simple name.
>
> After reading through the docs for beancount, I'm hoping that there's a
> way to use meta-data to help with this perhaps..?
>
> I was hoping someone here that knows beancount way better than I do could
> give me the 50,000ft answer of whether this will be like pushing a boulder
> up hill or not.. Thanks much!
>
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