Wow - fantastic!!  I like your workflow, and I really appreciate that
you shared your scripts.  I'll see what I can do with these.

-Ian

On Aug 22, 11:58 am, Simon Michael <[email protected]> wrote:
> I wrote ledgerplot.py (and Karen, sorry if it has bitrotted, I haven't 
> touched it in a while), and when feasible I hope
> to generate nicer reports from hledger, but currently I generate such reports 
> in plaintext format using ledger or
> hledger, and when necessary prettify them by hand, eg pasting into an invoice 
> or spreadsheet or email to my tax accountant.
>
> I save the command lines as shell scripts or aliases or in makefiles, since 
> getting them right takes some work. Here are
> most of mine. Adapting the hledger commands for ledger should be 
> straightforward. These may be old or inaccurate but
> hopefully they give some ideas. Questions/comments/alternatives welcome.
>
> .bashrc
> -------
>
> alias 2006='hledger -f ~/personal/2006.ledger -B'
> alias 2007='hledger -f ~/personal/2007.ledger -B'
> alias 2008='hledger -f ~/personal/2008.ledger -B'
> alias 2009='hledger -f ~/personal/current.ledger -B'
> alias household='hledger -f ~/personal/household.ledger'
> alias simon='hledger -f ~/personal/household.ledger print simon | hledger -f-'
>
> alias today='hours -p today'
> alias thisweek='hours -p thisweek'
> alias lastweek='hours -p lastweek'
> alias thismonth='hours -p thismonth'
> alias lastmonth='hours -p lastmonth'
> alias thisyear='hours -p thisyear'
> alias lastyear='hours -p lastyear'
>
> Makefile
> --------
>
> YEAR:=${shell date +%Y}
> MONTHS=01 02 03 04 05 06 07 08 #09 10 11 12
>
> LEDGER2=ledger2.6
> LEDGER3=ledger -y %Y/%m/%d
>
> convert-csv:            # convert latest bank csv downloads to ledger files
>
>         �...@mv ~/Desktop/{Checking,Savings,CreditCard}*.csv . 2>/dev/null
>          hledger convert Checking1.csv "assets:bank:wells fargo:checking" 
> wellsfargo.rules >Checking1.ledger
>          hledger convert Savings2.csv "assets:bank:wells fargo:savings" 
> wellsfargo.rules >Savings2.ledger
>          hledger convert Savings3.csv "assets:bank:wells fargo:tax savings" 
> wellsfargo.rules >Savings3.ledger
>          hledger convert CreditCard4.csv "liabilities:credit cards:wells 
> fargo" wellsfargo.rules >CreditCard4.ledger
>          hledger -f wellsfargo.ledger print -blastmonth
>
> daily-checking-balance: # show wells fargo checking balance by day, for 
> reconciling
>
>          hledger register --effective --period 'daily to today' --display 
> 'd>[last month]' 'wells fargo:checking'
>
> monthly-balance-sheet:  # show quick monthly balance sheets for this year
>
>         �...@for m in $(MONTHS); do \
>
>                  printf "end of $(YEAR)/$$m:\n\n"; \
>
>                  hledger bal assets not:foreign liabilities -BE --depth 2 -e 
> $(YEAR)/`expr $$m + 1`; \
>
>                  echo; \
>
>          done
>
> ar-deposits:            # show actual dates of bank deposits for accounts 
> receivable
>
>         �...@$(LEDGER3) reg receivable -B -l 'a<0' --effective
>
> SCRIPTS
> -------
>
> #!/bin/sh
>
> # balancesheet [extraoptions]
>
> echo "Balance sheet as of `date`"
> echo "totals include sub-accounts"
> echo
> ledger2.6 -n --balance-format '%10T  %2_%-a\n' --display "l<=3" --basis 
> --subtotal $* balance assets
> echo
> ledger2.6 -n --balance-format '%10T  %2_%-a\n' --display "l<=3" --basis 
> --subtotal $* balance liabilities
> echo
> ledger2.6 -nE --balance-format '%10T  %2_%-a\n' --display "l<=4" --basis 
> --subtotal $* balance equity
> echo
> echo "`ledger2.6 --balance-format '%10T  %2_%-a\n' --basis $* balance 
> liabilities equity | tail -1`liabilities + equity"
> echo
> ledger2.6 --balance-format '%10T  %2_%-a\n' --basis $* balance assets 
> liabilities | tail -2
>
> #!/bin/sh
>
> # cashflowstatement [extraoptions]
>
> # cashflowstatement -p oct
>
> echo "Cashflow statement"
> echo "------------------"
> ledger2.6 --balance-format '%10T  %2_%-a\n' --basis --subtotal $* balance 
> assets liabilities
>
> #!/bin/sh
>
> # profitandloss [extraoptions]
>
> echo "Profit & Loss statement for `date +%Y` as of `date`"
> echo "totals include sub-accounts"
> echo
> ledger2.6 -n --balance-format '%10(-T)  %2_%-a\n' --display "l<=3" --basis 
> --subtotal $* balance income
> echo
> ledger2.6 -n --balance-format '%10(-T)  %2_%-a\n' --display "l<=2" --basis 
> --subtotal $* balance expenses -equity
> echo
> ledger2.6 --balance-format '%10(-T)  %2_%-a\n' --basis $* balance income 
> expenses -equity | tail -2

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