Well, To be honest, it's a rather long read, but I really do recommend to read the docs, it's really an eye-opener: https://www.ledger-cli.org/3.0/doc/ledger3.html
At least, it was for me, it was, as I didn't really know where to start with accounting, and I couldn't really even ask a decent question. ;) Regards, Dan On Thu, 22 Mar 2018 at 14:54 Daniel Scott <[email protected]> wrote: > Great, thanks. I think it's just a question of me getting a hang of the > terminology. > > On 22 March 2018 at 14:31, Dániel Fancsali <[email protected]> wrote: > >> Hello Dan, >> >> Well, there are several ways you can do this, actually. Even looking at >> your example, it kind of suggests a way of doing this. Categories, or >> "accounts" in beancounter-speak can be hierarchical, so you could do: >> >> Expenses:Rent:Property A >> Expenses:Rent:Property B >> Expenses:Mortgage:Property A >> Expenses:Mortgage:Property B >> >> However, to do it properly, you probably need to differentiate "financial >> categories" and "labels". (Which are called accounts and tags in >> ledger-speak) >> >> So, you'd do something like: >> 2017-01-01 Mortgage Payment for Property A >> ; Property: A >> Expenses:Mortgatge £1000 >> Assets:Current Account >> >> 2017-02-02 Rent Income for Property B >> ; Property: B >> Assets:Current Account £1000 >> Income:Rent >> >> ... >> >> And then you can use the --pivot TAG feature to generate a report >> pivoted around the tags, but still having proper, meaningful categories in >> accounting terms: >> >> ledger bal -f my.dat --pivot Property --period 2017 >> >> Property >> £1000 PropertyA:Income:Rent >> £1000 PropertyB:Income:Rent >> £1000 PropertyA:Expenses:Mortgage >> £1000 PropertyB:Expenses:Mortgage >> >> On Thu, 22 Mar 2018 at 13:09 Daniel Scott <[email protected]> >> wrote: >> >>> Hi, >>> >>> Hopefully a simple question. I'm looking for something to help with my >>> taxes. >>> >>> I need to add multiple categories to each transaction, and then generate >>> a report for an arbitrary period which shows the total in each category. >>> For example: >>> >>> 1/1/2017 £10 rent,property,propertyA >>> 1/1/2017 £10 rent,property,propertyB >>> 1/1/2017 -£10 rent,home,holiday >>> 1/2/2017 -£10 mortgage,property,propertyA >>> 1/2/2017 -£10 mortgage,property,propertyB >>> >>> Then the report(s) would let me answer, for example: >>> >>> Total rent for propertyA in 2017 >>> Total rent for propertyB in the first half of 2017 >>> Total property rent in 2017 and 2018 >>> Overall profit/loss for propertyA >>> Overall profit/loss for all properties >>> >>> Can ledger do this? It seems more like it's useful for reconciling >>> accounts which maintain a running total, but I'm looking for something >>> which essentially starts at 0 for the time period that I'm interested in. >>> >>> Thanks, >>> >>> Dan >>> >>> -- >>> >>> --- >>> You received this message because you are subscribed to the Google >>> Groups "Ledger" group. >>> To unsubscribe from this group and stop receiving emails from it, send >>> an email to [email protected]. >>> For more options, visit https://groups.google.com/d/optout. >>> >> -- >> >> --- >> You received this message because you are subscribed to a topic in the >> Google Groups "Ledger" group. >> To unsubscribe from this topic, visit >> https://groups.google.com/d/topic/ledger-cli/m-lTlT2-nDI/unsubscribe. >> To unsubscribe from this group and all its topics, send an email to >> [email protected]. > > >> For more options, visit https://groups.google.com/d/optout. >> > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
