Basic organization question about where to put bank name, store name, etc.

Dear ledger users, I have a basic question about how you organize your accounts. If I have two credit cards, is it better to distinguish them using the account name, e.g., - Liabilities:CreditCard:BankOfAmerica - Liabilities:CreditCard:Citibank or by using a metadata tag? If the latter,

Re: Basic organization question about where to put bank name, store name, etc.

Hi Hsiu-Khuern, I think your first question is mostly a matter of taste, but I personally think separate accounts make it easier to reconcile your ledger with your statements. On the subject of transfers, I like to do payees like this: 2012-03-10 Transfer Citi Savings - BofA Savings

Re: Basic organization question about where to put bank name, store name, etc.

I organize my physical bank accounts like this: General accounting category (Assets, Liabilities ):Institution name:Subcategory (Checking, Savings): So, for example, I have two bank accounts, a checking and a savings. This is what they look like: Assets:Schwab:Checking Assets:Amex:Savings I

Re: Basic organization question about where to put bank name, store name, etc.

On 29 March 2012 18:48, Hsiu-Khuern Tang tan...@gmail.com wrote: Dear ledger users, I have a basic question about how you organize your accounts. If I have two credit cards, is it better to distinguish them using the account name, e.g., - Liabilities:CreditCard:BankOfAmerica -

Re: Basic organization question about where to put bank name, store name, etc.

Hi, Hsiu-Khuern -- A related question is: if I transfer money from one bank account to another, should the payee be the source bank, the target bank, or something else (such as transfer)? Example: 2012-03-10 Bank of America ; Or Citibank? Or something else?

Re: Basic organization question about where to put bank name, store name, etc.

The first thing to realize that the default balance report is probably never very useful. You will nearly always want to customize it to see what you only want to see for that time. Most of us have a number of shell script that provide the most common incantations we use. On Thu, Mar 29, 2012

Re: Basic organization question about where to put bank name, store name, etc.

That's totally awesome. Thanks, John! -- Paul Lathrop On Thursday, March 29, 2012 at 10:02 AM, John Rakestraw wrote: Hi, Hsiu-Khuern -- A related question is: if I transfer money from one bank account to another, should the payee be the source bank, the target bank, or something

Re: Basic organization question about where to put bank name, store name, etc.

Hi, Paul -- On Thu, 29 Mar 2012, Paul Lathrop wrote: That's totally awesome. Thanks, John! I'm glad it helped. (But I really think we should all thank that *other* John for things like this. Occasionally I have the idle thought that I should find some crack programmer to program my life. Surely

Re: Basic organization question about where to put bank name, store name, etc.

* On Thu 01:02PM, 29 Mar 2012, John Rakestraw (jo...@johnrakestraw.com) wrote: If you like, you can use metadata to have a payee for each account: 2012-03-10 Bank of America ; Or Citibank? Or something else? Assets:Bank:BofA:Savings$20.00 ;Payee:

Re: Basic organization question about where to put bank name, store name, etc.

* On Thu 10:02AM, 29 Mar 2012, Craig Earls (ender...@gmail.com) wrote: The first thing to realize that the default balance report is probably never very useful. You will nearly always want to customize it to see what you only want to see for that time. Most of us have a number of shell script

Re: Basic organization question about where to put bank name, store name, etc.

Hsiu-Khuern Tang tangoh-re5jqeeqqe8avxtiumw...@public.gmane.org writes: If I have two credit cards, is it better to distinguish them using the account name, e.g., I use: Liabilities:BANK-NAME:CARD-TYPE or by using a metadata tag? If the latter, should I use the payee tag so that I can