On Sat, Apr 11, 2020 at 11:39 AM Kent R. Spillner <[email protected]> wrote:
>
> How complicated are your spending patterns?
>
>
>
> Thinking about John's wash sale example, I bet I could semi-automatically 
> categorize most of my retail transactions by first extracting a map of 
> Payee=>Account from my existing Ledger data.  Then when I download a CSV file 
> of new transactions from my bank or credit card company I could look up the 
> vendor in that map and reuse the corresponding account for the new Ledger 
> entry.
>
>
>
> I bet that would automatically cover 80% of my normal spending.  e.g. Shell 
> is always Expenses:Car:Fuel, McDonalds is always Expenses:Food:Dining Out 
> while Whole Foods is always Expenses:Food:Groceries, Office Max is always 
> Expenses:Office Supplies, etc.
>
Hmmmmmmm - - - - many years ago when I started running a ledger it was
a paper 36 column ledger.
When moved to a spreadsheet I got to using 252 or 253 columns (only
had 255 columns available).
Ran that until I started with ledger - - - - that was when I switched
to using the GIFI codes - - - except
there just wasn't enough granularity in that so I added 6 digits to
the 4 already present in the GIFI
listing. It was an eight page document (the list of accounts with
explanations but most listings only
use one line per account number) when I started - - - said document is
around 40 pages now. This
way I get to understand what I've spent my money on fairly accurately.
If you think of detailed cost
accounting - - - - that's what I think I'd doing. This level of detail
enables me to understand what each
piece of equipment costs to operate in a time frame - - - meaning I
get early warning when its time
to consider replacing items or even that its time for repair. I do
understand that most small companies
don't work at this level of detail but - - - I do. I have vendors that
might supply a few hundred different
items so knowing the vendor is not anywhere close enough for any kind
of reckoning. Safe to say that
the spending patterns are not 'simple'.

Sorta related to your question - - - - there is an account for eating
out, its split into for business and
for personal reasons. Likely only about 10 to 15 vendors in that one
and its hard to tell from the
vendor if that was is business or personal. That gets marked on the invoice.

Regards

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