Re: [hledger] ANN: forum.plaintextaccounting.org

2024-03-07 Thread Simon Michael
PS I should be clear, signup is not required: anyone can read or search for 
answers there. Signing up lets you post/edit/like, read and post by email, get 
notifications, etc.


On Thu, Mar 7, 2024, at 11:40, Simon Michael wrote:
> Ha! Good one! 藍
> 
> Here is the link:  *https://forum.plaintextaccounting.org*
> 
> I hope I may see some of you there. Note, if you sign up and enable mailing 
> list mode, you can interact with it by email, without ever visiting the site. 
> That could be a useful way to interact with the larger community, across 
> projects. There's also RSS feeds. 
> 
> Best
> -Simon
> 
> 
> 
> 
> 
> On Thu, Mar 7, 2024, at 11:26, Simon Michael wrote:
>> G'day all !
>> 
>> I set up a discourse forum for general PTA-related discussions.
>> 
>> Be sure to read the pinned "Welcome..." and "A trial of Discourse..." posts 
>> for more background and motivation. In short, I am not comfortable with 
>> having our collective knowledge locked in on Reddit, I'm also ready for 
>> modern UX and features, and I think I'm not the only one.
>> 
>> The site is a few days old and has about 20 members so far. You are all most 
>> welcome to come and kick the tyres !
>> 
>> -Simon
>> 
>> 
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> 
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Re: [hledger] ANN: forum.plaintextaccounting.org

2024-03-07 Thread Simon Michael
Ha! Good one! 藍

Here is the link:  *https://forum.plaintextaccounting.org*

I hope I may see some of you there. Note, if you sign up and enable mailing 
list mode, you can interact with it by email, without ever visiting the site. 
That could be a useful way to interact with the larger community, across 
projects. There's also RSS feeds. 

Best
-Simon





On Thu, Mar 7, 2024, at 11:26, Simon Michael wrote:
> G'day all !
> 
> I set up a discourse forum for general PTA-related discussions.
> 
> Be sure to read the pinned "Welcome..." and "A trial of Discourse..." posts 
> for more background and motivation. In short, I am not comfortable with 
> having our collective knowledge locked in on Reddit, I'm also ready for 
> modern UX and features, and I think I'm not the only one.
> 
> The site is a few days old and has about 20 members so far. You are all most 
> welcome to come and kick the tyres !
> 
> -Simon
> 
> 
> -- 
> You received this message because you are subscribed to the Google Groups 
> "hledger" group.
> To unsubscribe from this group and stop receiving emails from it, send an 
> email to hledger+unsubscr...@googlegroups.com.
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> https://groups.google.com/d/msgid/hledger/490eef59-f7e6-4863-a949-070ea69223f7%40app.fastmail.com
>  
> <https://groups.google.com/d/msgid/hledger/490eef59-f7e6-4863-a949-070ea69223f7%40app.fastmail.com?utm_medium=email_source=footer>.

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ANN: forum.plaintextaccounting.org

2024-03-07 Thread Simon Michael
G'day all !

I set up a discourse forum for general PTA-related discussions. 

Be sure to read the pinned "Welcome..." and "A trial of Discourse..." posts for 
more background and motivation. In short, I am not comfortable with having our 
collective knowledge locked in on Reddit, I'm also ready for modern UX and 
features, and I think I'm not the only one.

The site is a few days old and has about 20 members so far. You are all most 
welcome to come and kick the tyres !

-Simon

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ANN: PTA wiki merged with site

2023-11-29 Thread Simon Michael
G'day all,

Two years ago I announced the plaintextaccounting wiki as a complement to 
plaintextaccounting.org  :

> https://github.com/plaintextaccounting/plaintextaccounting/wiki - git repo
> https://wiki.plaintextaccounting.org  
> [/PAGE] - easier shortcut url

FYI, that wiki has now been merged back into the main site, simplifying things. 
(Any old wiki urls will redirect to the site's home page.) For more context, 
see https://github.com/plaintextaccounting/plaintextaccounting/issues/129 .

Best,
-Simon

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Re: Ledger turns 20 today!

2023-11-14 Thread Simon Michael
Happy 20th birthday to the Ledger project, and thank you for giving it 
to us John!


-Simon



On 9/29/23 13:58, John Wiegley wrote:

Thank you for noticing, Alexis! Indeed, it did begin that long ago, originally 
as a CVS repository on my G4 MacBook at the time. I was staying at my brother's 
house in San Jose for a few weeks while looking for an apartment, living off 
savings, which is what made knowing my financial situation at the time a 
critical factor. Thus Ledger was born, since GNUcash wasn't satisfying all of 
the different reporting needs that I had then.



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Re: Are you using bracketed dates in comments ?

2022-05-25 Thread Simon Michael

On 5/23/22 15:46, Martin Michlmayr wrote:

* Alan  [2022-05-23 18:32]:

Referring to the "Bountiful Blessings" example in the Effective Dates manual
, if you
say `ledger --effective register Groceries` you get the proper effective
dates. If you instead say `ledger --effective register Checking` you would
get just the one date, 2008/10/16, which makes sense now that I think about
it. But I was somehow expecting/hoping that it would show separate lines in
the Checking register, with the same effective dates from the Expenses
lines.


If you want to same effective date for checking and expenses, you have
to add the effective date on the transaction header:

2020-05-20=2020-02-03 * Foo

You probably have it on the posting using the ; [...] syntax.  If you
do this, it only applies to the posting.

In other words: there are two ways to specify effective dates, one is
for the whole transaction and one is only for a posting.


My recollection (and it could be wrong, I haven't checked docs or tested 
with Ledger) is:


; [DATE]; sets posting date
; [=EDATE]  ; sets posting effective date
; [DATE=EDATE]  ; sets both posting dates

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ANN: PTA wiki

2022-02-21 Thread Simon Michael
Good day friends!

Some time ago I enabled the Github wiki attached to 
https://plaintextaccounting.org  . More 
recently we had some discussion in the #plaintextaccounting matrix/IRC chat 
about how to best use it, with a rough consensus to start by collecting and 
organising concise example journal entries, useful for users of all PTA 
tools/Ledger-likes. 

Currently we have lots of examples spread over 3+ tool-specific sites. The 
tool-specific cookbooks are valuable, but there is some duplication of work, 
and it's often still hard to quickly find the example you need. With a general 
Plain Text Accounting wiki, there might be opportunities to consolidate some 
content and effort, co-ordinate content categories, or link back and forth.

So I was just cleaning up the PTA wiki a bit, and I'd like to invite you to 
check it out, give your ideas and join in if you like. More details are at the 
wiki. 

https://github.com/plaintextaccounting/plaintextaccounting/wiki 
 - git repo

https://wiki.plaintextaccounting.org  
[/PAGE] - easier shortcut url


Best wishes
Simon

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plain text accounting support on repl.it ?

2020-11-14 Thread Simon Michael
https://repl.it/language-requests/p/hledger-ledger-beancount :
> These are plain text accounting tools (the big ones from 
> https://plaintextaccounting.org ).
> They are popular but would greatly benefit from easier ways to share and 
> collaborate on examples and problems.


Feel free to upvote/comment! Perhaps it might go somewhere.

Best


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XBRL / Connecting Accounting, Reporting, Auditing, and Analysis

2020-05-30 Thread Simon Michael
G'day all !

Charles Hoffman, prime mover behind XBRL (eXtensible Business Reporting 
Language, https://en.wikipedia.org/wiki/XBRL), is experimenting with plain text 
accounting, and putting out some great educational materials about automating 
"accounting in the large". 

Here's his latest post, which you might find interesting. 

> Here is a summary for you and for anyone else that might want to understand 
> this “puzzle” and get some sort of piece of it:
> 

> http://xbrl.squarespace.com/journal/2020/5/29/connecting-accounting-reporting-auditing-and-analysis.html


Best,
-Simon


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Re: Commodity performance over time

2019-01-15 Thread Simon Michael

On 1/11/19 5:31 AM, Craig Earls wrote:

I found my problem. I had a deeply buried register-format in my lederrc
that was using (total) rather than (display_total). That register format
has probably been there for seven years. :(

Nice! :)

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Re: Ledger convert command for .csv files with separate debit/credit columns?

2018-10-25 Thread Simon Michael
You can do this with hledger's CSV converter, using "amount-in" and 
"amount-out".

http://hledger.org/csv.html#csv-amounts -> CSV Amounts


On 10/24/18 5:44 PM, Emile Cantin wrote:

I have this issue too; my bank exports "credit" and "debit" columns.
Savings accounts and loans are even crazier; they have separate columns for
interest, credit, and debit. A loan payment is counted as part interest,
part credit on the principal. Credit card accounts are of course yet
another format.

I did some very heavy pre-processing on these files using Node.js (I'm a JS
dev, so that's my personal poison), but I'm still not really happy with the
result.

I'm eager to see what others have to say on this one.

Emile

Le mer. 24 oct. 2018 à 15:15,  a écrit :


I'm trying to use the built in Ledger convert command to import a .csv
downloaded from my credit card company which has separate columns for
credit and debit amounts. Only one of these is filled so most transactions
are an entry in the debit column and the credit column is empty but for
e.g. a payment the debit column is empty and the credit column has the
amount. I can't figure out how to do this with convert as it doesn't like
an empty 'amount' column and I don't see a way to specify debit/credit
separately.

Is there a way to do this directly using the convert command or do I need
to do some pre-processing or use a different csv conversion tool?



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Re: Encrypted Journal Files?

2018-10-10 Thread Simon Michael

On 10/9/18 9:42 PM, Yuri Khan wrote:

On Wed, Oct 10, 2018 at 4:58 AM Simon Michael  wrote:


Committing encrypted files gives up readable history, diffs etc., but
that's the tradeoff.

No, it doesn’t. The Pass[1] password manager stores passwords as
GPG-encrypted text files in a Git repository, and it registers a diff
driver for such files so you get readable diffs.

[1]: https://www.passwordstore.org/

It’s not terribly complicated either:

* The .gitattributes file in the root of repository contains the line
“*.gpg diff=gpg”.
* .git/config contains a section:

 [diff "gpg"]
 binary = true
 textconv = gpg2 -d --quiet --yes --compress-algo=none
--no-encrypt-to --batch --use-agent



Interesting!


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Re: Encrypted Journal Files?

2018-10-09 Thread Simon Michael

On 10/7/18 8:39 AM, Andy L wrote:

I'd like to encrypt my journal files.  Desired features:
- individual file encryption
- ability to check encrypted files into GitHub
- works with vim
- works with CSV import tools
- works with ledger's `import` feature

Yes I can always encrypt the whole directory...

But I prefer file-level encryption.  Is anyone doing this?  Does ledger or
hledger support plugins that would allow me to embed custom file I/O?



I'd like to know how to do this too.

Committing encrypted files gives up readable history, diffs etc., but 
that's the tradeoff.


My editor (Emacs) is set up to decrypt .gpg files automatically. I could 
encrypt journal files and always run h/ledger from within Emacs, maybe 
via some helper macros/elisp.


hledger doesn't support IO plugins. That could be nice.

But this loopback method that John mentioned is probably easier and more 
command-line friendly. (I haven't researched it.)




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Re: information request

2018-07-17 Thread Simon Michael

On 7/8/18 10:39 PM, o1bigtenor wrote:

On Sun, Jul 8, 2018 at 8:08 AM, Scott Carpenter 
wrote:


It may be helpful to create a sample file with a simple structure with
which you can experiment, for example:

expenses: fruit: apple: red: minnesota
expenses: fruit: apple: red: wisconsin
expenses: fruit: apple: yellow: fu
expenses: fruit: apple: yellow: bar

And then you can make some transactions where you can play with --depth to
see how you can summarize things.

The account structure with colons simple defines a a tree structure as
Craig said. Then, --depth lets you define how far down in the tree you want
to report on. If you specified --depth 4 with above, you'd get totals for
red and yellow apples for all states or fu or bar or whatever designation.



Thank you for your ideas!

I will admit that when I started running various commands in ledger using
$ ledger reg 9808 -f /some/file/location.dat
as a kind of base I was quite surprised to see that everything I wanted was
already available without me needing to change anything.
So I looked at:
1. $ ledger reg 9808 -f /some/file/location.dat
2. $ ledger reg 9808.10 -f /some/file/location.dat
3. $ ledger reg 9808.10.01 -f /some/file/location.dat
4. $ ledger reg 9808.10.01.02-f /some/file/location.dat
5. $ ledger reg 9808.10.01.03 -f /some/file/location.dat


Hi Dee,

the reason that just works for you is that ledger's arguments are 
regular expressions, which select all account names containing a match.


So eg "9808" matches all account names containing that string, anywhere 
in the name. It would also match "account198082". If that was causing 
problems, you could match only at the start of the name by using "^9808".


Also the "." in "9808.10" matches any character, so that would match 
"9808X10". To prevent that, you could use a backslash, so: "^9808\.10".


https://www.regular-expressions.info explains more about regular 
expressions.


The --depth flag is (very) useful when you want less detail, hiding 
subaccounts (while still including their totals). But it will only work 
if you tell Ledger how the account names are subdivided, by using the 
":" character. (And be aware that in Ledger it may work better with some 
reports than others, eg don't combine it with balance --flat).


Best
-Simon


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Re: Prudent: macOS editor and reporting wrapper around Ledger

2018-06-28 Thread Simon Michael

Cool, thanks Vito.

I did also like how the journal view indicates the first error (and just 
one). (This made me wonder why I don't have this in emacs. I haven't 
seen any discussion of flycheck or equivalent in other editors for 
journals.)



On 6/28/18 4:12 PM, vitoc wrote:

Hi Simon,

Thank you! Stoked to hear! I am a fan of hledger! I was looking at hledger
before I thought of giving a quick spin on wrapping ledger round with a GUI
Node app... I wanted something on my Launchpad. More than a year on and I
am still at it.. And I am still learning and discovering ledger
functionalities, better way of getting certain reports... And its probably
good for me to look at hledger and beancount too in earnest.

Anyway, I think there may be a couple of reasons why you're not seeing the
numbers for some of the months, stemming from the fact that all reports in
Prudent uses Ledger's magical market value option (-V) to normalize the
commodities to a base rate (I should probably document this):

*1) A slightly older version of ledger requires a space for certain
transaction. I.e.*

2018/01/01 *Opening balances
 Assets:Savings  $3000
 Equity:Opening Balances

2018/01/05
 Assets:Shares  5 APPL@$100
 Assets:Savings

*With Ledger 3.0.0-20120510* (the version currently available on
https://www.ledger-cli.org/download.html).

$ ledger -V --empty bal Savings Current Liabilities
 -500
$3000  Assets:Savings

*With Ledger 3.1.1-20160111:*

$ ledger -V --empty bal Savings Current Liabilities
$2500  Assets:Savings

*2) If you have transactions with different commodities within an account
and the exchange rate between the commodities is not defined.*

The Month card values are based on market value (-V) with a  base
commodity, so it tries to sum and convert as much as -V.

So, if you have something like this:

2018/06/27
 Assets  $1000
 Income

2018/06/28
 Assets  €500
 Income
 
Even -V returns multiple prices:


$ ledger -V --empty bal Assets Liabilities
$1000
 €500  Assets

This is of course the right thing to expect, there is no P line like:

P 2018/06/28 15:50:00 € $1.16

Prudent however, will not show anything without the P line as what I'd
initially thought when I started with this is to make it simple and most
people when looking at reports prefer the summary to be in a single base
commodity (such as the currency of their country of residence).

But I now realize that I might had over-assumed. It is nice for example to
see the number of shares owned instead of total share value in base
commodity for example.

So, I'll work on adding a global toggle to show either only Base Currency
(with an indicator for columns with multiple currencies) or show All
currencies.

Summarily, this might be the reason for the empty months! Will get the
multi-currency display feature out as soon as possible.

Thanks,

Vito

*p.s. On another note, you can also check if there are any syntax error in
"~/Library/Application\ Support/Prudent/Data/logs/error.log". Prudent shows
an X indicator on the line with error, one at a time :)*

On Wednesday, 27 June 2018 15:01:07 UTC+8, Simon Michael (sm) wrote:

On 6/25/18 2:42 PM, vitoc wrote:

Hey everyone,

I'd been working on a macOS editor and reporting wrapper around Ledger

for

about a year (spare time side-project). I'd just completed it and will
appreciate some help from any macOS users out there that can try it and

see

if it's useful.

I made a website for the tool (called Prudent) here:

https://prudent.me

The app itself comes with an integrated editor and a calendar-like
reporting tool. It's really an effort to make Ledger work for me (taking
into account how my aging brain needs more visual stimulus to issue
commands to the computer), but I think it might be useful to others with
similar thinking structure and needs.

I have a lot more ideas for features for it and will continue working on

it

but really want to get it out there to see how far such a tool can go :)

Thanks,

Vito


Hi Vito,

congratulations and thanks for Prudent, which so far seems to be a
freeware, closed source, React-native based, Ledger GUI for mac.

I like the app design (and home page) very much. It's something I was
thinking about when starting hledger: log of transactions goes in,
useful reports come out, the end. An accounting appliance with no
confusing choices.

FYI:

- yesterday it was downloading very slowly. Download worked fine today.

- I commented out some things in my hledger journal to make it
Ledger-compatible. Then I added some account aliases to get
Prudent-compatible account names. I got a few numbers showing up:
Income, Expenses, Profit for may, july, and august only. The journal has
data for all accounts from january to august. Since it's closed source I
couldn't troubleshoot further.

Best!

-Simon






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Re: Prudent: macOS editor and reporting wrapper around Ledger

2018-06-27 Thread Simon Michael

On 6/25/18 2:42 PM, vitoc wrote:

Hey everyone,

I'd been working on a macOS editor and reporting wrapper around Ledger for
about a year (spare time side-project). I'd just completed it and will
appreciate some help from any macOS users out there that can try it and see
if it's useful.

I made a website for the tool (called Prudent) here:

https://prudent.me

The app itself comes with an integrated editor and a calendar-like
reporting tool. It's really an effort to make Ledger work for me (taking
into account how my aging brain needs more visual stimulus to issue
commands to the computer), but I think it might be useful to others with
similar thinking structure and needs.

I have a lot more ideas for features for it and will continue working on it
but really want to get it out there to see how far such a tool can go :)

Thanks,

Vito



Hi Vito,

congratulations and thanks for Prudent, which so far seems to be a 
freeware, closed source, React-native based, Ledger GUI for mac.


I like the app design (and home page) very much. It's something I was 
thinking about when starting hledger: log of transactions goes in, 
useful reports come out, the end. An accounting appliance with no 
confusing choices.


FYI:

- yesterday it was downloading very slowly. Download worked fine today.

- I commented out some things in my hledger journal to make it 
Ledger-compatible. Then I added some account aliases to get 
Prudent-compatible account names. I got a few numbers showing up: 
Income, Expenses, Profit for may, july, and august only. The journal has 
data for all accounts from january to august. Since it's closed source I 
couldn't troubleshoot further.


Best!

-Simon


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Re: Bugzilla bugs are on GitHub now

2018-05-31 Thread Simon Michael

That's really great, well done!

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Re: Are you using bracketed dates in comments ?

2018-05-18 Thread Simon Michael

> On May 17, 2018, at 10:38 PM, John Wiegley  wrote:
> Brackets came first, yes, by several years. I still use them, though, because
> they're quick and convenient.

Good! I've been remembering correctly. Agreed, they are slightly quicker and 
more convenient than writing the tag/metadata syntax. I find myself starting to 
use them.

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Re: Deposit money to be cleared at a later point in time

2018-04-17 Thread Simon Michael

On 4/14/18 2:12 PM, Klauss Hass wrote:

You could also use effective dates for that:

2018-01-04  TV Set purchase
Expenses:Electronics. $1050
* Assets:Banking  -$800 ;  [=2018-01-04]
! Assets:Banking  -$250 ;  [=2018-02-04]



Or just a regular posting date:

2018-01-04  TV Set purchase
Expenses:Electronics. $1050
* Assets:Banking  -$800
! Assets:Banking  -$250 ;  [2018-02-04]



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Re: Monthly balance position

2018-04-17 Thread Simon Michael

On 4/12/18 11:51 AM, Klauss Hass wrote:

Thanks for the heads up.

Did a quick test and it seems that it helps a lot. Though hledger commodity directive isn’t 
working very well. My final checking account balance shows 7 decimal cases, similar problem 
as the one found here https://github.com/simonmichael/hledger/issues/295 
 and 
https://github.com/simonmichael/hledger/issues/262 
 I’m using hledger 1.9 from 
homebrew.

Tried using the commodity directive found here 
http://hledger.org/journal.html#commodity-directive 
 by putting the line

commodity R$ 1.000,00

In the beginning of the file that pulls my other ledger files but it didn’t 
seem to work.


Hi Klauss, I'd be interested to investigate that (on hledger list or IRC 
channel).



I’ll keep trying though I’ve never given hledger much thought, though it feels 
much slower than ledger.


It is, on large files - about 10x slower last I checked. If you keep 
many years in a single file this will be quite noticeable.



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Re: Tabular Reports?

2017-11-25 Thread Simon Michael

Hi Scott,

hledger is good at this. Your journal is probably not 
hledger-compatible, but the output of ledger print probably is. So 
something like this may work:


ledger print | hledger -f- bal -Y



On 11/25/17 5:27 AM, Scott Carpenter wrote:

Thanks, John. I've been planning to write a helper for it but thought I
should check first!

On Nov 25, 2017 1:33 AM, "John Wiegley"  wrote:


"SC" == Scott Carpenter  writes:

SC> Is there a built-in way to get a tabular report? Say I want to have
SC> categories and subcategories on the y-axis and years on the x, something
SC> like:

No, there is nothing built-in that will do this.

John




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Re: HTTPS warning on ledger-cli.org

2017-11-25 Thread Simon Michael

Nice work Pete! Thanks for taking this on.


On 11/24/17 6:47 PM, Pete Keen wrote:

Status update 3:

All done! I've fully migrated everything over to AWS and Travis-CI
infrastructure.  HTTPS is now set up and, just for fun, so is IPv6. I've
updated the about[1] page if anyone is curious about how the whole thing
comes together.

Thanks to Simon and John for making the transition as smooth as possible!

--Pete

[1]: https://www.ledger-cli.org/about.html

On Tue, Nov 21, 2017 at 11:03 AM, Simon Michael <si...@joyful.com> wrote:


Thumbs up Pete, you have command 

On Nov 21, 2017, at 7:49 AM, Pete Keen <peter.k...@gmail.com> wrote:

Status update 2:

I've got all of the PDFs building correctly into the S3 bucket. Could
someone do a quick pass to spot any flaws?

http://ledger-website.s3-website.us-east-2.amazonaws.com

I've also pushed a PR to the main ledger-website repo[1] in case anyone is
curious as to how it works. I'm just waiting on Simon to give a thumbs up
because it's going to break the current build.

--Pete

Next up:

* DNS transfer
* CloudFront distribution with SSL

[1]: https://github.com/ledger/ledger-website/pull/22

On Mon, Nov 13, 2017 at 10:11 PM, Pete Keen <peter.k...@gmail.com> wrote:


Status update:

I have Travis-CI building and deploying ledger-website to an S3 bucket
including HTML versions of the 3.0 docs. Travis will kick off a build
whenever commits happen on the ledger-website repo as well as whenever
something happens on the main ledger repo (this happens via Zapier). I'll
be replicating that to the ledger-mode repo. You can see progress here:

https://github.com/peterkeen/ledger-website
http://ledger-website.s3-website.us-east-2.amazonaws.com
https://travis-ci.org/peterkeen/ledger-website

Next up:

* Build 2.6 docs
* Build PDFs

Once these steps are complete I'll merge into ledger/ledger-website then
proceed to CloudFront and DNS setup.

--Pete

On Sun, Nov 12, 2017 at 1:40 PM, Pete Keen <peter.k...@gmail.com> wrote:


Any interest in running the Bugzilla Docker container?

Possibly! I would probably just do the GCE thing for it, but I don't
have any production experience with docker or GCE.

My plan for the website itself is to teach Travis CI how to build and
deploy to an Amazon S3/CloudFront static website. It looks like I need
admin rights on the ledger-website repo to enable the build, but after that
I should be able to get it up and running this week.

--Pete

On Sun, Nov 12, 2017 at 12:47 PM, John Wiegley <jwieg...@gmail.com>
wrote:


"SM" == Simon Michael <si...@joyful.com> writes:

SM> Thanks Pete! This probably makes sense. Let's see if John is happy
with
SM> this. Ok John ?

Absolutely. Any interest in running the Bugzilla Docker container? I
have the
recipe to build it, and the MySQL data dump; all that needs to happen is
either to run docker-compose and then load the data, or convert the
docker-compose.yml into a Kubernetes file so that I can run it on Google
ContainerEngine.

John

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Re: HTTPS warning on ledger-cli.org

2017-11-21 Thread Simon Michael
Thumbs up Pete, you have command 

> On Nov 21, 2017, at 7:49 AM, Pete Keen <peter.k...@gmail.com> wrote:
> 
> Status update 2:
> 
> I've got all of the PDFs building correctly into the S3 bucket. Could someone 
> do a quick pass to spot any flaws?
> 
> http://ledger-website.s3-website.us-east-2.amazonaws.com
> 
> I've also pushed a PR to the main ledger-website repo[1] in case anyone is 
> curious as to how it works. I'm just waiting on Simon to give a thumbs up 
> because it's going to break the current build.
> 
> --Pete
> 
> Next up:
> 
> * DNS transfer
> * CloudFront distribution with SSL
> 
> [1]: https://github.com/ledger/ledger-website/pull/22
> 
>> On Mon, Nov 13, 2017 at 10:11 PM, Pete Keen <peter.k...@gmail.com> wrote:
>> Status update:
>> 
>> I have Travis-CI building and deploying ledger-website to an S3 bucket 
>> including HTML versions of the 3.0 docs. Travis will kick off a build 
>> whenever commits happen on the ledger-website repo as well as whenever 
>> something happens on the main ledger repo (this happens via Zapier). I'll be 
>> replicating that to the ledger-mode repo. You can see progress here:
>> 
>> https://github.com/peterkeen/ledger-website
>> http://ledger-website.s3-website.us-east-2.amazonaws.com
>> https://travis-ci.org/peterkeen/ledger-website
>> 
>> Next up:
>> 
>> * Build 2.6 docs
>> * Build PDFs
>> 
>> Once these steps are complete I'll merge into ledger/ledger-website then 
>> proceed to CloudFront and DNS setup.
>> 
>> --Pete
>> 
>>> On Sun, Nov 12, 2017 at 1:40 PM, Pete Keen <peter.k...@gmail.com> wrote:
>>> > Any interest in running the Bugzilla Docker container?
>>> 
>>> Possibly! I would probably just do the GCE thing for it, but I don't have 
>>> any production experience with docker or GCE.
>>> 
>>> My plan for the website itself is to teach Travis CI how to build and 
>>> deploy to an Amazon S3/CloudFront static website. It looks like I need 
>>> admin rights on the ledger-website repo to enable the build, but after that 
>>> I should be able to get it up and running this week.
>>> 
>>> --Pete
>>> 
>>>> On Sun, Nov 12, 2017 at 12:47 PM, John Wiegley <jwieg...@gmail.com> wrote:
>>>> >>>>> "SM" == Simon Michael <si...@joyful.com> writes:
>>>> 
>>>> SM> Thanks Pete! This probably makes sense. Let's see if John is happy with
>>>> SM> this. Ok John ?
>>>> 
>>>> Absolutely. Any interest in running the Bugzilla Docker container? I have 
>>>> the
>>>> recipe to build it, and the MySQL data dump; all that needs to happen is
>>>> either to run docker-compose and then load the data, or convert the
>>>> docker-compose.yml into a Kubernetes file so that I can run it on Google
>>>> ContainerEngine.
>>>> 
>>>> John
>>>> 
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>> 
> 

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Re: HTTPS warning on ledger-cli.org

2017-11-12 Thread Simon Michael
Thanks Pete! This probably makes sense. Let's see if John is happy with 
this. Ok John ?



On 11/10/17 3:54 PM, Pete Keen wrote:

Hi Simon,

I’d be happy to take it over in a caretaking capacity if you’re no longer
interested in maintaining it. I’ll work on getting ledger-website up on one
of my servers and then we can coordinate DNS handover.

—Pete

On Fri, Nov 10, 2017 at 6:44 PM Simon Michael <si...@joyful.com> wrote:


Hi Pete,

I'm still hosting ledger-cli.org. It seems something about my caddy
setup is unfinished or broken, thanks for the report. I will try to work
on it soonish. Or, would someone else like to take over the site, and do
more with it ?


On 11/8/17 9:06 AM, Pete Keen wrote:

Looks like it's using the LetsEncrypt certificate for hub.darcs.net. I

have

no idea who's responsible for the website these days, but we're rapidly
approaching the point where major browsers aren't going to be happy with
unencrypted HTTP.



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Re: HTTPS warning on ledger-cli.org

2017-11-10 Thread Simon Michael

Hi Pete,

I'm still hosting ledger-cli.org. It seems something about my caddy 
setup is unfinished or broken, thanks for the report. I will try to work 
on it soonish. Or, would someone else like to take over the site, and do 
more with it ?



On 11/8/17 9:06 AM, Pete Keen wrote:

Looks like it's using the LetsEncrypt certificate for hub.darcs.net. I have
no idea who's responsible for the website these days, but we're rapidly
approaching the point where major browsers aren't going to be happy with
unencrypted HTTP.




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Re: Debugging assertion failures / printing the value of a value expression

2017-10-21 Thread Simon Michael

On 10/20/17 1:46 PM, John Lee wrote:

I guess I should either dust off my very dusty C++ and try to fix it, or
try one of the ledger spinoffs like beancount... maybe there are
beancount / hledger people here who can comment re whether those systems
have ways to tackle the problem from the thread linked above?


Hi John,

I think you're referring to the fact that Ledger's balance assertions 
check the exclusive balance only ? (excluding any subaccount balances).


hledger's balance assertions do the same, for compatibility. Sometimes 
you want that (though I forget why ?). Sometimes it is a pain. We have 
talked about adding new balance assertion syntax to check inclusive 
balances. https://github.com/simonmichael/hledger/issues/290


There's also the issue of whether to check just the commodity of the 
asserted amount, or the whole multicommodity balance of the asserted 
account. Ledger and hledger currently do the former. 
https://github.com/simonmichael/hledger/issues/195




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Re: Colleagues want me to use GnuCash at Work

2017-04-16 Thread Simon Michael

On 4/16/17 11:28 AM, Taylor R Campbell wrote:

Date: Sun, 16 Apr 2017 11:05:16 -0700
From: Simon Michael <si...@joyful.com>

On 4/13/17 6:39 AM, Antoine Beaupre wrote:

But I can't imagine running 100 transactions per day in ledger-cli. I
can't think of how I would allow for multiple to add transactions
simultaneously. Git? I already have merge conflicts with myself, and
they are not fun...

Interesting discussion. On the above point, purely from a technical
perspective, aren't transactions just a file append ? We have a number
of curses and web UIs which can add transactions, 1 a day shouldn't
be a problem and no Git required.

If you're considering multiple Unix processes trying to append to a
file simultaneously, that doesn't work very well unless they
voluntarily cooperate with a file lock.

If you have multiple users appending to their local copies and
committing to Git, so that there is an audit trail for every change to
the ledger, then they will get conflicts when they try to merge into a
central repository.

In both cases, you can work around this by having each process/user
edit their own private files, and then `merge' them by including them
in a common ledger file.

Might be nice if ledger could also do `include *.ledger' or something;
then you could use a separate file per transaction or group of
transactions without having to specify it up front.  But there's no
globbing in `include'.



For a concrete example, I was imagining multiple users adding 
transactions via hledger-web (http://demo.hledger.org/journal?add=1). 
Simultaneous adds will probably "never" happen in practice, and if they 
did, I expect going through a web app sequentialises them nicely.



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Re: new name for hledger-equity.hs ?

2017-01-01 Thread Simon Michael
Thanks for the input André.

I didn't understand how installing the add-on failed. Any more details ?

Also, although I've been using and talking about these matched 
assets/liabilities to and from zero transactions at year file boundaries for 
years,  until now I haven't heard of anybody else doing the same thing. Is the 
technique useful enough to be a built-in command, or is everybody else doing 
something different ? (for those of you just tuning in: see the hledger-equity 
doc below for the use case).

Re two commands rather than one, I thought that running the "open" command 
against the old journal might be a bit non-obvious:

hledger close -f 2016.journal  assets liabilities  # "makes sense"
hledger open -f 2016.journal  assets liabilities  # "weird, aren't I opening a 
2017 journal ?"

Also, I thought that you would pretty much always be running "close" and then 
"open", so why not make it a more convenient single command. 

If two commands, "open" and "close" are nice easy words, but too overloaded 
with other meanings, probably (?):

1. "Closing the books" has a definite meaning in accounting (see below)
2. opening and closing is a familiar operation on real-world accounts (creating 
and destroying)
3. Beancount's journal format has open and close keywords for modelling 2, 
which we might want to support in future

Other ideas besides your suggestion: zero/unzero ? tozero/fromzero ? tofromzero 
? endingbalanceclopen ?

In Ledger and hledger this command uses a hard-coded "equity:..." account name 
as the balancing account. Is that always what you want ? Is "equity" the right 
word after all ? If someone could explain why it's the best name for this 
command, I'll happily leave it alone. 

About 1, accountingtools.com says:

Closing entries are journal entries used to empty temporary accounts at the end 
of a reporting period and transfer their balances into permanent accounts. The 
use of closing entries resets the temporary accounts to begin accumulating new 
transactions in the next period. Otherwise, the balances in these accounts 
would be incorrectly included in the totals for the following reporting period.

The basic sequence of closing entries is:

• Debit all revenue accounts and credit the income summary account, 
thereby clearing out the balances in the revenue accounts.
• Credit all expense accounts and debit the income summary account, 
thereby clearing out the balances in all expense accounts.
• Close the income summary account to the retained earnings account. If 
there was a profit in the period, then this entry is a debit to the income 
summary account and a credit to the retained earnings account. If there was a 
loss in the period, then this entry is a credit to the income summary account 
and a debit to the retained earnings account.
The net result of these activities is to move the net profit or loss for the 
period into the retained earnings account, which appears in the stockholders' 
equity section of the balance sheet.

Since the income summary account is only a transitional account, it is also 
acceptable to close directly to the retained earnings account and bypass the 
income summary account entirely.

Soo.. as usual, a bit different from our language. How do these people manage 
without a hierarchical account names ? :) I guess "retained earnings" is a kind 
of equity ?

Cc'ing the Ledger list for more advice.



> On Jan 1, 2017, at 9:03 AM, André Fincato <a.finc...@gmail.com> wrote:
> 
> [I'm not an English native speaker]
> 
> 1. I also think this should be a built-in feature! I did it manually myself 
> today, and was good as a first-time exercise to understand the procedure, but 
> having a command that does that automatically would be great.
> 2. I tried to install the add-on but did not succeed (got last in placing the 
> file within the PATH variable)
> 3. `clopening` looks a bit weird IMHO, `equity` still sounds better though 
> confusing to the actual actions done. Was thinking about that maybe it's 
> clearer to have a command to close assets and equity balances and one to open 
> them?
> 
> What about `clear-out` and `clear-in` to respectively close a journal and 
> opening a new one?
> 
> On Monday, June 27, 2016 at 10:18:43 PM UTC+2, Simon Michael (sm) wrote:
> extra/hledger-equity.hs is similar to Ledger's "equity" command. Ours 
> generates two opposite transactions that zero out and restore some account 
> balances. More detail:
> hledger-equity [HLEDGEROPTS] [QUERY]
> 
> Show a "closing balances" transaction that brings the balance of all
> accounts (or the matched accounts) to zero, and an opposite
> "opening balances" transaction that restores the balances from zero.
> 
> The opening balances tran

Re: New to ledger - how to ease in from gnucash?

2016-11-11 Thread Simon Michael
On 11/10/16 11:54 PM, 
ngoonee.t...@gmail.com wrote:

On Friday, November 11, 2016 at 2:11:39 AM UTC+8, John Wiegley wrote:



You could certainly use Ledger 2 for a one-time export of your GnuCash
data.
Then you can use any of the three tools after that.



Thanks, that'd be one-way though. I suppose I could give it a month of
entering in two systems to see how I get along with ledger. I understand
hledger is mostly syntax compatible, beancount isn't though?


beancount is more different but still pretty close, it's not too hard to 
convert it by search-replace/emacs macro/sed script. I think beancount 
must also have a tool for importing ledger format.


(Obligatory pta.o link) This syntax comparison may be useful if you 
haven't already seen it:


http://plaintextaccounting.org/quickref


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Re: New to ledger - how to ease in from gnucash?

2016-11-11 Thread Simon Michael
On 11/10/16 12:16 AM, 
ngoonee.t...@gmail.com wrote:

1. Import from gnucash, I think that's only available for ledger and only
for an older version? Is the syntax incompatible? I've got 5+ years of
records in gnucash that I'd want to keep.


There's also eg gnucash2ledger.py, see
http://plaintextaccounting.org/#data-importconversion


2. Mobile entry (from a phone). I'm currently using a simple
budget/accounting type app to note down transactions and then manually
copying it whenever I'm at my computer. Or I'll just say "I'll remember to
do this when I get back to the office" only to forget and have to
reconstruct my records from receipts. I think hledger and beancount have
web UIs, are those usable on phones when out and about (I do have a home
raspberry pi which can host it)?


I've heard of a few people doing this. I don't think hledger-web was 
usable on small screens before, but hledger-web 1.0 should be.


Another option would be to use some native phone app with a good data 
entry UI and CSV export. iXpenseit Pro was one I used in the past.



3. Sync of the ledger - I've read comments about using dropbox (simple
enough), but what about automatic git-based sync (with merges etc.)? Are
there tools to accomodate that?


None that have been shared, as far as I remember.


4. Editing/entry - I've seen emacs recommended, but I'm a vim guy myself.
Which of the three options has auto-completion of accounts/categories for
vim users (or should I just be using it from the shell)?

Thanks, sorry for the questions which I'm sure most here would have heard
many times before, but I can't seem to find reliable answers to the above.


I see vim modes at http://plaintextaccounting.org/#editor-support which 
I would think provide that for all three.




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Re: Ledger Hackathon Nov 12-13 [was: Ledger Hackathon next month?]

2016-11-11 Thread Simon Michael

On 11/8/16 7:48 PM, Alexis wrote:

Hi everyone,

great news: the location was confirmed, which means we can meet up in
the heart of San Francisco!

Please register if you'd like to participate in the first official
Ledger Hackathon / Plain Text Accounting Conference on Nov 12th-13:
https://docs.google.com/forms/d/e/1FAIpQLScf9ezBpe1sBcrNoZVu6VPKovYMmFKsY2WZMT5RtOMrmfPSpw/viewform

Organisational details will follow via email shortly after registration.


So excited!
Alexis


Hooray! Thanks Alexis!

It looks doubtful I can go this weekend :( so I hope to participate a 
bit on #ledger. Who's going ? Any other remote attendees ? Any plans ?


I'm thinking I might work on hledger/ledger4 integration, hledger-ui 
--watch, and/or something with the plaintextaccounting site.


Given the tight timing, I should have tweeted it right away. Doing that now.

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Re: Filter transactions based on other accounts involved

2016-11-06 Thread Simon Michael

On 11/6/16 3:47 PM, Manuel Amador (Rudd-O) wrote:

On 11/04/2016 06:58 AM, Martin Michlmayr wrote:



2. The register displays all transactions that put a commodity into
or take a commodity out of an account. Can I display where the money
comes from/goes to as well? In other words, can I get the complete
transaction detail in the register?

--related


How do you see both incoming and outgoing accounts?


ledger -f t.ledger print Accounts:Hub | ledger -f - print A1   ?


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help wanted: hledger

2016-09-17 Thread Simon Michael
Hey all,

I believe hledger (http://hledger.org) is a useful project, with potential to 
be much better. I have more ideas and know-how than free time. By now the 
project has a fairly large surface area, such that I'm often avoiding it when I 
have only small chunks of time to work on something. So I'm putting out the 
call for help!

I'm grateful for the occasional contributions over the last 9 years, and I 
would welcome more collaborators to share the work. That sounds appealing, 
right ?

Really, this is a fun project, since you can use it to save money and time and 
build your wealth-accumulation skills.  And as an active contributor, you will 
have access to free tutoring from a 9y haskeller, 20y consultant and FOSS 
developer, and 30y coder (that's me).

Here are some particular areas needing help:

- Release 0.28 (or should it be 1.0 ?) has been pending for a long time, partly 
because hledger, hledger-ui, hledger-web & hledger-api are released together. 
This is the number one priority at the moment.

Also:

- Integrate John Wiegley's ledger4 code as an additional parser, increasing our 
compatibility with Ledger, making hledger features more easily accessible to 
Ledger users.

- Website beautification and marketing in general.

- Contribute, solicit or raise funding, so we can sponsor 
developers/designers/minions, set meaningful issue bounties, etc.

- UIs/integration for mobile/small-screen devices.

- More import/export formats, easier migration to and from other tools.

I hope you'll check out hledger and get involved. http://hledger.org -> 
Contribute

Best!
-Simon

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Re: How to handle bank transfer delays

2016-09-12 Thread Simon Michael

I use posting dates, which I think is the most direct solution. With Ledger:

2016/9/10 cinema
  expenses:entertainment  $15
  assets:bank:checking; [9/12]

$ ledger -f t.j reg
16-Sep-10 cinema  expenses:entertainment  $15  $15
16-Sep-12 cinema  assets:bank:checking   $-150



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Re: Abandon 0.3.0

2016-09-08 Thread Simon Michael
As I said on #ledger, I like the idea of compact notation. I don't love 
the leading period. Isn't it unnecessary ? Actually I haven't fully 
grokked your syntax, is it documented ?


(I have wondered if making two or more spaces equivalent to a newline 
would work well, allowing DATE DESC  ACCT1  AMT1  [ACCT2  AMT2 ...])


Congrats on the release!

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Re: should decimal point/digit group style be commodity-specific ?

2016-09-04 Thread Simon Michael
True, John. I should clarify, I'm thinking about just the characters to use for 
decimal point and digit group separator, and the digit group sizes, but not the 
precision (number of digits after the decimal point) which I agree should 
certainly stay commodity-specific.


> On Sep 4, 2016, at 4:59 PM, John Wiegley <jo...@newartisans.com> wrote:
> 
>>>>>> "SM" == Simon Michael <si...@joyful.com> writes:
> 
> SM> We could simplify this and say decimal point and digit group style are the
> SM> same across all commodities, perhaps reducing confusion and hassle, cf
> SM> 
> https://github.com/simonmichael/hledger/issues/395<https://github.com/simonmichael/hledger/issues/395>
> SM> . Is this a good idea, or would it be too limiting ?
> 
> I think it would be too limiting. Maybe I could buy it for decimal style, but
> for precision, I always want to see dollars with 2 points of precisions, and
> stocks and retirement accounts with a precision appropriate to each account.
> Limiting everything to 2 would be odd, and limiting it to anything else would
> make dollars amounts seem too precise.
> 
> -- 
> John Wiegley  GPG fingerprint = 4710 CF98 AF9B 327B B80F
> http://newartisans.com  60E1 46C4 BD1A 7AC1 4BA2

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should decimal point/digit group style be commodity-specific ?

2016-09-04 Thread Simon Michael
In hledger, each commodity/currency has its own style of decimal point and 
digit grouping.
(http://hledger.org/manual.html#amounts 
, 
http://hledger.org/manual.html#commodity-directive 
).)

We could simplify this and say decimal point and digit group style are the same 
across all commodities, perhaps reducing confusion and hassle, cf 
https://github.com/simonmichael/hledger/issues/395 
 . Is this a good idea, or 
would it be too limiting ?

Cc'ing the Ledger & beancount communities to ask them too.

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Re: ledger-autosync: CSV support

2016-08-07 Thread Simon Michael
Using a checksum for deduplication won't handle identical CSV records 
well, right ? Those are unlikely with our usual banks but I think quite 
possible if you consider CSV data generally.


Here's my recent plan for hledger. Let reading CSV files work as it 
currently does, but add a separate import command which does some 
additional things: append the converted entries to the main journal 
file, and save a position marker in CSVFILE.lastimport. Also when 
reading, if the marker file is found, skip any CSV records before the 
marked position.


This much is generic and could be used with any data format, but I think 
it makes sense mainly for "import" data which you want to move into a 
main journal, and which is somewhat sequential, eg CSV, OFX QIF. It's 
would be harder and is probably not needed for eg journal or timeclock 
files.


For CSV specifically, I'm thinking the position marker will be the last 
CSV record processed. It could be elaborated later to consider 
timestamps, checksums etc. if needed.





On 8/6/16 10:19 PM, Erik Hetzner wrote:

Hi Martin,

On Sat, 06 Aug 2016 21:16:40 -0700,
Martin Blais  wrote:



Storing a checksum for the imported row suffers from the problem that if
the user does not immediately copy the result of our conversion, it will
not be imported further, it could get lost.

Beancount cross-checks extracted transactions against the contents of its
destination ledger, but because the user often massages the transactions it
has to use heuristics in order to perform an approximate match to determine
which transactions have already been seen. The heuristic I have in place
doesn't work too well at the moment (but it could be improved easily to be
honest).

A better idea would be to store a unique tag computed from the checksum of
the input row and to cross-check the imported transactions against that
special tag. That uses both your insight around validating the input
instead of the resulting transaction, and uses the ledger instead of a
temporary cache. It's the best of both worlds.


Thanks for the comment. I’m not sure the distinction that you are making here.
What I do, and I admit I only thought it through for a few minutes as I don’t
actually use Mint but just wanted a simple CSV format for examples - is:

1. Take the input key-value pairs for the row, e.g. Date=2016/01/10
2. Sort by key
3. Generate a string from the key-value pairs and calculate the MD5 checksum
4. Check against a metadata value in ledger using the checksum,
   a. If the row has already been imported, do nothing
   b. If the row is new (no match), import it.

Here is an example of a generated ledger transaction:

2016/08/02 Amazon
; csvid: mint.a7c028a73d76956453dab634e8e5bdc1
1234  $29.99
Expenses:Shopping-$29.99

As you can see, the csvid metadata field is what we query against using ledger
to see if the transaction is already present.


Simlarly, Beancount has a powerful but admittedly immature CSV importer
growing:
https://bitbucket.org/blais/beancount/src/9f3377eb58fe9ec8cfea8d9e3d56f2446d05592f/src/python/beancount/ingest/importers/csv.py

I've switched to using this and CSV file formats whenever I have them
available - banking, credit cards, 401k.

I'd like to make a routine to try to auto-detect the columns eventually, at
the moment, they must be configured when creating the importer
configuration.


Thanks for the pointer - it does look a lot more flexible than my
implementation.

I decided it what simpler, for my needs, to require a new class for each type of
CSV file. It was too much trouble to try to make it configurable. The core code
handles reading the CSV file, deduplicating, and all of that. The CSV class
simply implements a `convert(row)` method which returns a `Transaction` data
structure. I hope that if others need to import a particular type of CSV file,
e.g. from their bank, they can contribute that back to the project.

best, Erik
--
Sent from my free software system .




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Re: Trial balance from ledger

2016-08-06 Thread Simon Michael

On 8/5/16 10:31 PM, Vikas Rawal wrote:

My auditor, who does not use ledger, wants me to give him trial balances. How 
can I create trial balance from ledger?


Going by https://en.wikipedia.org/wiki/Trial_balance , I think this is a 
report showing that all credits and debits to all accounts (assets, 
liabilities, revenues, expenses.. and equity ? guess so) add up to 0.


"ledger balance" should show a 0 grand total. Is that a trial balance 
report ? I always feel it's not quite the same since we don't separate 
credits and debits as strictly.


I'd like to figure it out once and for all. Do we lose information by 
using signed posting amounts, compared to traditional debit and credit 
practice ? Or are they literally just different notations ?


And, there's this: "ledger balance --dc".



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Re: "Imprecise" Transaction times

2016-08-04 Thread Simon Michael

On 7/28/16 11:18 PM, Scott Wallace wrote:

Currently, my initial thoughts would be to generate two versions of each
account to deal with different transaction timing (I'd probably use my own
format for entering the data and then generate the journal file from this
with a script).

Any other thoughts for me?


Interesting question. I think what you are thinking there (generate 
journals describing each scenario) is best, short of building a whole 
new command/tool for it.



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Re: How to use ledger in my (unusual) workflow?

2016-08-04 Thread Simon Michael

Would envelope budgeting work ? See
http://plaintextaccounting.org/#budgeting ->
envelope budgeting with plain transactions
for an example of what I mean.

On 7/27/16 8:17 AM, Alex wrote:

I'm trying to use ledger in a way that helps my wife and me budget. I tried
to do so last year, but we didn't end up sticking to it. We have settled on
allocating funds by month and further splitting by week; the difficulty is
that we often find ourselves needing flexibility, e.g. to get groceries at
the end of one week rather than at the beginning of the next, so purely
date-based methods don't work. We are currently using a Google Sheets
document, which is working reasonably well, but I'm missing the ability to
query like I would have with ledger.

I haven't found one yet, so I'm asking: is there a feature in ledger that
makes these kinds of "custom pay periods" easy, or even possible, to manage?

Thanks.




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Re: Moving ledger-mode out of the main ledger repository

2016-08-04 Thread Simon Michael
This is great. It will be clearer what's happening in each project. It's 
also nice that ledger-mode's commit history was preserved.


Craig, how about moving ledger-mode issue tracking to github ? This 
seems like a great time.


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Re: Feature idea: custom named reports!

2016-08-04 Thread Simon Michael
Josh Hanson  
writes:

>>> The syntax for the directive might be:
>>> *report  *To run the
>> report,
>>> you'd run at the command line: *ledger report *

I think it's a pretty attractive idea.

Pro:

- report commands are detailed and hard to recall. Saving them
  (in a standard, easily accessible, cross-platform way) is good.

- they are often quite specific to a journal. Having them 
version-controlled and refactorable together is good.


Con:

- your proposal allows only single ledger commands. It could allow 
arbitrary command lines too I guess.


- reports expressed as command lines are fairly specific to the cli, not 
so good for other uis (I'm thinking of hledger-ui and hledger-web). I 
wonder if there's a more portable way to describe them.


- some report commands are generic and you may not want to redeclare 
them in every journal you work with, creating a maintenance task. Where 
to put those ?


I was thinking of a different scheme: aliases (not just reports) defined 
in the user's config, which can run arbitrary command lines, just like 
git does it.


Richard Lawrence  wrote:
>> I do wonder if ledger itself is the best place to implement it, though.
>> You can already mostly achieve what you want with shell aliases.  That's
>> what I do.

Me too. I have many shell aliases (and when I must, functions), defined 
in a single bashrc file kept alongside journals. I tend to forget what's 
in there and they get out of date easily. I suppose a more specific 
JOURNALFILE.bashrc might be good. Shell scripts are harder to share with 
others, eg windows and non-bash users.


nx wrote:

Might be better to have a link to a repo on the plaintextaccounting.org
site with shellscripts for running complex reports.


+1


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Re: Terminal date in period expressions

2016-06-29 Thread Simon Michael

On 6/29/16 8:19 AM, Vikas Rawal wrote:


Ledger users are used to it, but yes, of course you're right. That's why John 
suggested maybe adding support for specifying/showing inclusive end dates as 
well. This has some costs, eg more complexity. It's awaiting someone motivated 
to do the work. The first step is to come up with a specification I think.


Linguistically, it would be better to make “to” and “until"  include the 
terminal date, and use “before” to exclude the end date.

So these would be equivalent:

--period 'from 2015/04/01 to 2016/03/31’

--period ’since 2015/04/01 until 2016/03/31’

--period 'from 2015/04/01 before 2016/04/01’


Might be a bit too subtle/arguable..

We could also allow dates to have a suffix: inclusive/exclusive, 
incl/excl, i/e or similar:


-p '2015/04/01 to 2016/03/31incl'
-p '2015/04/01 to 2016/03/31i'
-p '2015/04/01 to 2016/03/31e'  # redundant
-e 2016/03/31e
-p '2015/04/01e to 2016/03/31'  # weird
-p '2015/04/01e'# wouldn't make sense
-p '2015 to 2016i'  # includes all of 2016 ?


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Re: Terminal date in period expressions

2016-06-29 Thread Simon Michael

On 6/28/16 7:31 PM, Vikas Rawal wrote:

Imagine the date is followed by 00:00:00. They are instants in time not entire 
days.



If they are meant to be instants in time, and the only possible time is 
00:00:00, why should it still be exclusive of the terminal instant?

Ledger’s treatment of time has to be consistent between the way time is 
interpreted when transactions are recorded (in the data file) and the way time 
is treated in the queries.

If we are assuming 00.00.00 time of the day if no time is (or can be) 
specified, then we have to do the same with transactions. This would imply that 
all transactions that took place on 2016/03/31 should be assumed to have taken 
place at 2016/03/31 00:00:00.  That by itself is not a sufficient reason for 
excluding that instant from this query.


The current semantics are that a transaction recorded with date 
2016/03/31 took place at some unspecified time on that day in your 
current timezone, later than any similarly-dated transactions already 
parsed.



What we have now is that if I want transactions from April 1, 2015 to March 31, 
2016, I have to say, show me transactions from April 1, 2015 to April 1, 2016. 
Forget ledger and programming for a second. Does this not sound odd from the 
perspective of an accountant/lay person? That is not how most people would 
think of “from” and “to”.


Ledger users are used to it, but yes, of course you're right. That's why 
John suggested maybe adding support for specifying/showing inclusive end 
dates as well. This has some costs, eg more complexity. It's awaiting 
someone motivated to do the work. The first step is to come up with a 
specification I think.




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Re: Terminal date in period expressions

2016-06-28 Thread Simon Michael

On 6/28/16 4:47 AM, Vikas Rawal wrote:

The following period expression excludes transactions on March 31, 2016.

--period 'from 2015/04/01 to 2016/03/31’

Is this a feature or a bug? If it is a feature,  it would be good to express 
this clearly in the manual in discussion of period_expressions.


It's by design; Ledger's end dates are always exclusive.

This is probably mentioned somewhere in the manual, but a pull request 
making it clearer would probably be accepted easily.



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Re: ledger ncurses interface

2016-06-13 Thread Simon Michael



On 6/13/16 6:30 AM, Simon Michael wrote:

On 6/9/16 12:41 PM, Fergus Cameron wrote:

Nah, text-editor is better idea.  Create a temp file (mktemp) and
output some data to it from either an 'entry' transaction or a static
template (with current date, I guess).  Then invoke VISUAL or EDITOR
on it (or 'vi' if nothing there) and once that exits, append to the
current ledger file.  Job done.  IMHO.


I'm interested too. Recently I've begun adding data entry to hledger-ui,
by integrating the console-style hledger add command. I was thinking of
the above, but I think the editor modes work best eg for account name
completion when they can see the full file, so I plan to do that. It
makes for easier saving too. In any case, for this kind of thing we need
to find out the file position of a transaction.


PS: I mean, for editing we'd like to have the file position. For adding, 
it's a simple append, just as you said.


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Re: ledger ncurses interface

2016-06-13 Thread Simon Michael

On 6/9/16 12:41 PM, Fergus Cameron wrote:

Nah, text-editor is better idea.  Create a temp file (mktemp) and
output some data to it from either an 'entry' transaction or a static
template (with current date, I guess).  Then invoke VISUAL or EDITOR
on it (or 'vi' if nothing there) and once that exits, append to the
current ledger file.  Job done.  IMHO.


I'm interested too. Recently I've begun adding data entry to hledger-ui, 
by integrating the console-style hledger add command. I was thinking of 
the above, but I think the editor modes work best eg for account name 
completion when they can see the full file, so I plan to do that. It 
makes for easier saving too. In any case, for this kind of thing we need 
to find out the file position of a transaction.


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Re: Does anyone have a hledger to beancount converter?

2016-06-13 Thread Simon Michael

On 6/4/16 10:43 PM, Mark Hansen wrote:

I figured I'd ask on the mailing list before trying to write my own. I did
a bit of searching but couldn't find one.


There isn't one specifically, but isn't your hledger file pretty close 
to ledger format ? (hledger print output certainly is). At 
http://plaintextaccounting.org/#data-importconversion there's 
ledger2beancount.py, also I believe beancount includes some conversion 
tools.



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Re: Ledger Tree not Visible

2016-06-13 Thread Simon Michael

On 6/9/16 10:24 AM, James wrote:

Hi,
i am new to ledger. When I run the balance command I get a collapsed
version with :-

Assets
Equity
Liabilities

How do I correct this?


Welcome. Quick fix: add the -s flag to your balance command. Better fix: 
upgrade to Ledger 3.



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Re: Register report with depth limit and sub-totaling

2016-06-13 Thread Simon Michael

On 5/31/16 7:37 AM, Evgeny Panasyuk wrote:

I do not want such detailed report, what I want is to limit depth to 2 and
get subtotals for each second level account, similar to above balance
report. Something like:
ledger -f example.ledger reg expenses -M
16-May-01 - 16-May-31   expenses:car  1100$
1100$
expenses:other   5$
1105$

How to achieve this?


You could use hledger register:

ledger -f example.ledger print expenses | hledger -f- reg expenses -M 
--depth 2



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Re: ledger ncurses interface

2016-06-06 Thread Simon Michael
Nifty! To get folks to try it, consider adding a screenshot or even 
better, animated gif.


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Re: Verify account balance from bank statement

2016-06-02 Thread Simon Michael

On 6/2/16 4:17 AM, Ben Finney wrote:

Martin Blais  writes:

But this can be fixed: someone could implement a second processing
pass in Ledger and accumulate the balances in date order to implement
dated assertions.


Which wouldn't help place a balance assertion that is meant to fall
between two specific transactions with the same date stamp. If the
information isn't in the input, I don't expect Ledger to invent it :-)


The solution, of course, is to order transactions first by date and 
second by parse order, like hledger. :-)


-Simon

But seriously.. we run through this discussion every few months.. how to 
break the cycle and create a new outcome ? Would someone like to create 
a FAQ ?



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Re: Verify account balance from bank statement

2016-05-28 Thread Simon Michael

How about writing a explicit 0 posting amount.

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Re: [ANN] banks2ledger

2016-05-11 Thread Simon Michael

On 5/8/16 12:30 PM, Tom Szilagyi wrote:

I just released a small program I wrote for converting bank account CSV
files to ledger. I know there are several such programs already; this might
just be a small addition to the zoo. I use it (solves my particular itches
with CSV to ledger import) and others might find it useful, so I'm sharing
it nevertheless.

links:
https://tomszilagyi.github.io/payment-matching/
https://github.com/tomszilagyi/banks2ledger


Hi Tom.. nice, and plus one for the interesting blog post!


Is it ok if I add it to the appropriate ledger wiki page
(https://github.com/ledger/ledger/wiki/CSV-Import) or is somebody
maintaining that?


By all means, and no, nobody is. I've added it to 
http://plaintextaccounting.org and tweeted on LedgerTips.



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Re: Working with per-bank-account files

2016-03-29 Thread Simon Michael
My understanding is that a comment (immediately) below the transaction 
is considered part of the posting above it, ie a posting comment.


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Re: twitter tweaks

2016-03-21 Thread Simon Michael

> On Mar 21, 2016, at 11:01 AM, John Wiegley  wrote:
> What about #ptaccounting?

Taken!

> On Mar 21, 2016, at 11:07 AM, o1bigtenor  wrote:
> Or #plntxtacctg?


Hard to remember the precise spelling of these.. @plaintxtacct might be a 
little better.

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A new quick reference for Ledger/hledger/Beancount

2016-03-20 Thread Simon Michael
I've uploaded a first draft of a quick reference describing (some of) the 
journal syntax of the main Ledger-likes, briefly but hopefully accurately, in 
one place. It's intended to help implementors, users choosing an implementation 
or migrating between them, anybody doing comparative testing, etc.

http://plaintextaccounting.org/quickref 

(PTA -> docs -> Quick Reference for the Ledger-Likes)

I used google docs to get the table layout started, which worked well (though 
probably not for much longer).

Follow the "google doc" link to suggest corrections. Hope you like it!



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twitter tweaks

2016-03-20 Thread Simon Michael
G'day all. FYI I'm going to try using hashtags a little differently in 
@LedgerTips' and my own posts on Twitter.
Basically, moving from:

 #ledgercli = everything Ledger/hledger/Beancount/plain text accounting related

to:

 #ledgercli = Ledger related
 #hledger   = hledger related
 #beancount = Beancount related
 #plaintextaccounting = related to plain text accounting and/or any of its 
implementations/tools

This is a little more complex than having a single tag, but I think it'll be 
clearer and align better with what people expect and are already doing.

I'll also update the website twitter widgets, I guess as follows:

plaintextaccounting.org: #plaintextaccounting or #ledgercli or #hledger or 
#beancount
ledger-cli.org: #ledgercli or #plaintextaccounting
hledger.org: #hledger or #plaintextaccounting

What about the LedgerTips user name itself ? It has covered all the 
ledger-likes and related topics from the beginning, so this might make sense 
too. Unfortunately "plaintextaccounting" is too long for Twitter, which thinks 
12 characters ought to be enough for anyone. :-)


@LedgerTips wrote on 2016/3/20:
> Twitter adjustments needed I feel. Proposal: use specific tags #ledgercli, 
> #beancount, hledgersomething + general tag #plaintextaccounting
> And for hledger, let's use #hledger. People already are, and Heath Ledger 
> (RIP) tweets have subsided (and can use #heathledger)

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Re: --flat gives no output

2016-02-19 Thread Simon Michael
On 2/19/16 4:00 AM, Michael Ploujnikov wrote:
> I also agree that it would be really nice to be able to get a collapsed 
> flat account listing. Someone else opened a bug about it two years ago: 
> http://bugs.ledger-cli.org/show_bug.cgi?id=1020

I've updated that issue with a description of how hledger does it. This
is one of those hledger improvements that hasn't made it back to Ledger
yet. I recommend it as it makes flat mode much more useful for summarising.


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subreddit naming ?

2016-02-18 Thread Simon Michael
Um, also related, did you know there's a subreddit: 
https://www.reddit.com/r/ledger ?

Promote that more ? Rename it plaintextaccounting first ? It's owned by 
"worldsfastestweiner".

I have no opinion, but FYI.


> On Feb 18, 2016, at 6:54 AM, Simon Michael <si...@joyful.com> wrote:
> 
> And while we're thinking about tool-neutral communications..
> 
> Is it worth using a #plaintextaccounting tag on twitter ? Pro: aligns with 
> our "branding" and site name. A little more self-explanatory. Tool-neutral. 
> Would free up #ledgercli to for Ledger-specific things.
> 
> Currently we use #ledgercli for all tweets related to ledger-likes. Pro: it's 
> working pretty well, don't fix what ain't broke. All LedgerTips tweets to 
> this point are tagged with it.

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#plaintextaccounting twitter hashtag ?

2016-02-18 Thread Simon Michael
And while we're thinking about tool-neutral communications..

Is it worth using a #plaintextaccounting tag on twitter ? Pro: aligns with our 
"branding" and site name. A little more self-explanatory. Tool-neutral. Would 
free up #ledgercli to for Ledger-specific things.

Currently we use #ledgercli for all tweets related to ledger-likes. Pro: it's 
working pretty well, don't fix what ain't broke. All LedgerTips tweets to this 
point are tagged with it.


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Re: ANN: plaintextaccounting.org, a new site for ledger-likes

2016-02-18 Thread Simon Michael

> On Feb 18, 2016, at 5:30 AM, Stefano Zacchiroli <z...@upsilon.cc> wrote:
> On Tue, Feb 16, 2016 at 11:05:25AM -0800, Simon Michael wrote:
>> http://plaintextaccounting.org 
> 
> Thanks Simon, and congrats for this first achievement!

Thanks for the email that kicked this off Stefano!

Any suggestions on improving the content/presentation are welcome. I think the 
name we chose is working out well, though I'm trying to make it clearer that we 
don't object to GUIs.

> I was wondering, given the threads related to plaintextaccounting have
> been heavily cross-posted to at least 3 lists (as it was natural to do),
> would it make sense to create and promote a tool-neutral
> @plaintextaccounting.org mailing list?
> 
> Have you thought about that already?

I hadn't, actually. 

Do you think it would get many subscribers, or would announcements made there 
fail to reach many of the ledger/hledger/beancount list subscribers ? Maybe 
someone else should take this on ?

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Re: ANN: plaintextaccounting.org, a new site for ledger-likes

2016-02-16 Thread Simon Michael

> On Feb 16, 2016, at 5:21 PM, Ben Finney  wrote:
> The concision of the summaries is great! I was hoping many of the terms
> would be links to either projects or explanatory articles. Would that
> defeat the simplicity you're aiming for?

Good to hear, thanks Ben. No I was thinking the same thing, good idea. Eg 
wikipedia links or better.


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Re: hledger on FLOSS Weekly 2/16

2016-02-16 Thread Simon Michael
Thanks Ben, that's right, I promised to promote that after it went up. (Last 
time! :)

FLOSS Weekly Episode 375, on hledger, is now available for watching/listening 
at:
https://twit.tv/shows/floss-weekly/episodes/375?autostart=false

I haven't watched it yet; it went fast and I hope it wasn't too boring!

Thanks y'all for your questions, and thanks to Randal, Simon, and the FLOSS 
Weekly crew. It's a great show/podcast, you should check it out! (and try to 
get more haskell projects on there)




> On Feb 16, 2016, at 5:21 PM, Ben Finney <ben+led...@benfinney.id.au> wrote:
> The FLOSS Weekly episode 375, featuring hledger, is now online
> <URL:https://twit.tv/shows/floss-weekly/episodes/375?autostart=false>.
> 
> It's almost entirely dedicated to an interview of Simon Michael
> regarding Ledger-likes in general and ‘hledger’ in particular.



> On Jan 25, 2016, at 2:34 PM, Simon Michael <si...@joyful.com> wrote:
> 
> Hello all! I'll be FLOSS Weekly's guest in three weeks (feb 16th, 9.30 am US 
> Pacific time) to talk about hledger:
> 
> https://twit.tv/shows/floss-weekly
> 
>> The show is taped with a live video audience from 9:30am to 11am (Pacific
>> Time), visible at http://live.twit.tv/ and includes an IRC chat room that can
>> be reached directly at irc.twit.tv channel #twitlive.  [Randall will] be 
>> watching that
>> IRC channel for live questions. 
> 
> So, gather your best questions and join in on the day! Or, send me any 
> ideas/suggestions ahead of time. 
> 
> How can we best use this opportunity ? Besides answering questions, I hope to 
> mention all old and new components including hledger-ui, hledger-api, and any 
> new web clients which may be ready. 
> 
> Also, if you haven't already, check out the 2011 show on Ledger, which was 
> great: http://twit.tv/floss150
> 
> -Simon
> 
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ANN: plaintextaccounting.org, a new site for ledger-likes

2016-02-16 Thread Simon Michael
The new portal site introducing and connecting our Ledger-inspired tools, 
previously discussed on the ledger/hledger/beancount lists, is now live. I 
announced it in today's FLOSS weekly show, and now here:

http://plaintextaccounting.org 

Though very basic in appearance, it's already useful to me. I've wanted a 
central place like this for some time, to reduce duplication of effort and to 
help us provide more utility to more people. I hope it makes sense and is 
useful to you as well, and that you'll make it better!

Best,
-Simon

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Re: new portal site for ledger-likes; content, naming

2016-02-09 Thread Simon Michael
Good morning all,

thanks for the additional domain ideas, and Martin for the green light
on using "ledgerhub" if that should be chosen.

Reminder: to vote, reply in this thread, or to me, or on
#ledger/#hledger, telling me your first and second choice. Votes so far:
https://oasis.sandstorm.io/shared/uDe3lZUAFxUFThqjbayYt1AmOjz1BUouUnPN9ttkKBA
Currently plaintextaccounting is the favourite.

Alexis, that's an interesting idea. The first part (getting ledger.org)
certainly would be great. I don't remember what price we found last time
we checked, if someone wants to lead the mission of acquiring it I'm
sure we'd support.


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new portal site for ledger-likes; content, naming

2016-02-08 Thread Simon Michael
Continuing the "new docs site, anyone ?" thread. I've called it "portal
site" this time to suggest a landing and jump-off page, rather than a
reworking of existing docs (an interesting but separate topic).

I have an itch and a vision for this, so I guess I'll go ahead and
scratch it, briefly. I'd love for others to jump on board, so I'd like
to do this in a way y'all, including you John, Martin B, and other
project leads, approve of and will help with. Hence all this brainstorming.

But, I also need to throw something up quick while the motivation is
strong. At minimum, I'll end up with a links page that's useful for me;
that's still good. So I'm gathering content notes on this etherpad page
- all help is most welcome!

https://oasis.sandstorm.io/shared/UAYLwagGI0a2pIMg9Hhv74K04nbuxanXiS5ZtBV6NF-

That's an unmemorable url, so I'd like to replace it asap. I will soon
pick something temporary, and change it when we decide on something better.

The goals listed there right now are:

- a good introductory landing page for newcomers to the world of
ledger-likes
- a good roadmap to all ledger-likes, their docs, and useful generic
docs, emails, blog posts
- covers all ledger-likes neutrally
- easy to find, spell, remember
- easily and actively maintained; no stale/unmaintained bits
- renders robustly across devices
- visually attractive

So, back to the naming discussion. I need a domain name suitable for the
above, that most of us like! Here are some possibilities and comments.
Please suggest more, and/or, if you feel ready, name your first and
second preference. (In all cases, the suffix is assumed to be .org
unless you say otherwise).

Without "ledger" in the name:
-

plaintextaccounting
A fundamental characteristic of all ledger-likes, so far.
Understandable and inviting.

functionalaccounting
Another fundamental characteristic, though not universal.
Less clear, more scary, requires explanation.

With "ledger" in the name:
--

ledgerhub
Familiar and clear, in the github era.
Martin has a retired tool called LedgerHub and is against reusing the
name (but might be persuadable if we all asked very very nicely).

plaintextledger

plaintextledgers

ledgerworld

ledgerlikes

ledger-likes

ledgerlike

Possibly too Ledger-specific-sounding:
--

introtoledger

welcometoledger

ledgerguide

ledgeriseasy


Thanks for reading this far. :)
-Simon




On 2/7/16 8:44 AM, Simon Michael wrote:
> We have a lot of docs, in various states of freshness, specific to each
> implementation. Also many informative blog and mail list posts. Much of
> this is hard to find.
>
> Reading Stefano's recent ledger list post, I think, not for the first
> time, wouldn't it be great if we had all of this linked somewhere
> central, curated, and presented beautifully, providing an easy on-ramp
> and reference for newcomers and experts ? Actively maintained by the
> community ?
>
> If so, where would that somewhere be ? ledger-cli.org and/or its wiki is
> the closest existing candidate, but it has never felt right to load that
> up with non-Ledger stuff. I think it's valuable for each implementation
> to have its own distinct site. I think a separate, well-named, highly
> findable site, even a single page collecting all useful links and acting
> as a portal to the ledgerverse, could be a win.
>
> If you agree, what would you call it ? Martin, since you are retiring
> your LedgerHub tool, would that name be available ?
>
>
> Related to naming.. what do we call this whole topic, anyway ? Stefano
> used the phrase "command-line accounting". But we have curses and web
> GUIs too. "Plain-text accounting" ? Pretty soon we'll probably support
> some non-text storage format. "Ledger clones" ? Too narrow. Aside: in
> conversation, I use "ledger-likes" for things similar to but not
> necessarily compatible with Ledger (ledger, hledger beancount, abandon,
> penny) and "*ledger" for very compatible ledger-likes (ledger, hledger).
>
> Any thoughts ?


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Re: new docs site, anyone ?

2016-02-07 Thread Simon Michael
On 2/7/16 9:32 AM, John Hendy wrote:
> Ever tried googling "ledger tutorial"? :)

Yes (and happily today for me Ledger's manual is the first hit. I might
have got lucky. :)

> In any case, my input would be to call this family of things something that
> existing users can find, as well as something that might make it on the
> forest page of Google results (if you'd like new people to find it as well).

Any suggestions ?



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new docs site, anyone ?

2016-02-07 Thread Simon Michael
We have a lot of docs, in various states of freshness, specific to each
implementation. Also many informative blog and mail list posts. Much of
this is hard to find.

Reading Stefano's recent ledger list post, I think, not for the first
time, wouldn't it be great if we had all of this linked somewhere
central, curated, and presented beautifully, providing an easy on-ramp
and reference for newcomers and experts ? Actively maintained by the
community ?

If so, where would that somewhere be ? ledger-cli.org and/or its wiki is
the closest existing candidate, but it has never felt right to load that
up with non-Ledger stuff. I think it's valuable for each implementation
to have its own distinct site. I think a separate, well-named, highly
findable site, even a single page collecting all useful links and acting
as a portal to the ledgerverse, could be a win.

If you agree, what would you call it ? Martin, since you are retiring
your LedgerHub tool, would that name be available ?


Related to naming.. what do we call this whole topic, anyway ? Stefano
used the phrase "command-line accounting". But we have curses and web
GUIs too. "Plain-text accounting" ? Pretty soon we'll probably support
some non-text storage format. "Ledger clones" ? Too narrow. Aside: in
conversation, I use "ledger-likes" for things similar to but not
necessarily compatible with Ledger (ledger, hledger beancount, abandon,
penny) and "*ledger" for very compatible ledger-likes (ledger, hledger).

Any thoughts ?

-Simon

On 2/4/16 9:41 AM, Simon Michael wrote:
> I think we could pick out a few common tasks to focus our
> tool-building/documenting efforts on. Eg:
>
> 1. importing bank data and CSV generally. All of the tools and basic
> generic workflows for this should be described on one page. Focus on
> CSV, but we should mention OFX too (ledger-autosync is arguably best at
> this with its download feature).
>
> 2. exporting all data and reports as CSV
>
> 3. moving data between the ledger-likes (ledger, hledger, beancount...).
> Again, all tools and techniques gathered on one page. All existing
> formats should be listed. The output of "ledger print" is a sort of
> lowest common denominator, I propose we give it a name and decree that
> every tool should import this as a basic interchange format. And/or a
> standardised CSV representation of it, such as "hledger print -O csv"
>
> 4. moving data from and to other accounting tools (gnucash, moneydance,
> excel, quick{en,books}, mobile account apps)
>
> 5. manual data entry. Editors and their modes, ledger entry, hledger add
> and other prompting tools, hledger-web, recurring entry scripts, etc.
>
> 6. a catalog of journal entries covering all common transactions
>

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Re: Getting Started With Ledger - a free (upcoming) introductory book on Ledger

2016-02-07 Thread Simon Michael
Hurrah! Thank you Rolf.

All: I've tweeted this on LedgerTips. Feel free to retweet, or discuss
on twitter (remember to include the #ledgercli hash tag).

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Re: Getting started; assigning accounts to bank .csv data

2016-02-04 Thread Simon Michael
On 2/1/16 10:13 AM, John Hendy wrote:
> I tried to search the list for more of this sort of question, so
> forgive me if I've missed something. Replying with links pointing me
> in the right direction would be plenty sufficient if this has already
> been discussed!

Welcome John,

There are quite a lot of CSV(/OFX) to *ledger conversion tools,
including non-interactive ones; I'm not sure if you've found them all
yet. Off the top of my head, there's

- Erik Hetzner's https://gitlab.com/egh/ledger-autosync - converts OFX
not CSV, but many banks provide both. Can also download it from the bank
for you (optional).

- My own http://hledger.org/manual.html#csv - converts CSV to
ledger-compatible journal format with more options, eg you can set the
account(s) based on regexps matching the CSV records.




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Re: Getting started; assigning accounts to bank .csv data

2016-02-04 Thread Simon Michael
Hi Stefano, I agree. Many things should be more straightforward and
better documented.

I think we could pick out a few common tasks to focus our
tool-building/documenting efforts on. Eg:

1. importing bank data and CSV generally. All of the tools and basic
generic workflows for this should be described on one page. Focus on
CSV, but we should mention OFX too (ledger-autosync is arguably best at
this with its download feature).

2. exporting all data and reports as CSV

3. moving data between the ledger-likes (ledger, hledger, beancount...).
Again, all tools and techniques gathered on one page. All existing
formats should be listed. The output of "ledger print" is a sort of
lowest common denominator, I propose we give it a name and decree that
every tool should import this as a basic interchange format. And/or a
standardised CSV representation of it, such as "hledger print -O csv"

4. moving data from and to other accounting tools (gnucash, moneydance,
excel, quick{en,books}, mobile account apps)

5. manual data entry. Editors and their modes, ledger entry, hledger add
and other prompting tools, hledger-web, recurring entry scripts, etc.

6. a catalog of journal entries covering all common transactions




On 2/4/16 12:47 AM, Stefano Zacchiroli wrote:
> I've the feeling that, right now, the lack of a generic framework ---
> generic both on the front of data source (CSV, OFX, weird bank formats,
> etc.) and on that of output formats (ledger, beancount, etc.) --- for
> semi-automatically importing transactions is perhaps the most
> significant limiting factor for the adoption of CLI accounting.
> 
> I went myself through the ad-hoc automation of my work-flow for
> importing transactions from my bank, scripting together the web outside
> of browsers suite [1] and icsv2ledger. It works decently enough for me,
> but the CLI accounting community cannot really expect every newcomer to
> go through that hacking process if it wants the community to flourish.
> 
> [1]: http://weboob.org/
> 
> Martin is right that the most front-end part of the import chain (web
> scraping in most cases) will always remain a case-by-case business. But
> there, communities like weboob can feel that niche quite nicely, if only
> they will manage to grow and be diverse enough. (Right now that
> community is very much skewed toward supporting French banks, with very
> sparse support for other international banks.)
> 
> But the rest of the toolchain, from CSV down to your favorite CLI
> accounting tool can really do better in terms of reference tools and
> automation. I'm sorry I haven't had time/energy to contribute myself to
> ledgerhub, because the design looked pretty solid; I'm looking forward
> to the new rewrite :-)
> 
> 
> 


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Re: Getting Started With Ledger - a free (upcoming) introductory book on Ledger

2016-01-23 Thread Simon Michael
On 1/23/16 8:57 AM, Rolf Schröder wrote:
> The book will be freely available. I would love to have some feedback 
> before providing it to the general public. Mainly because I would like to 
> make sure things work in other other environments. But of course also to 
> find some typos ;)

How exciting! I would be glad to review it. si...@joyful.com.



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virtual postings

2016-01-07 Thread Simon Michael
Re virtual postings (I think of them as (non-balanced) and
[separately-balanced] postings): I think it's good to allow them - the
non-balanced kind, at least - as an escape valve, since most users are
not expert in double entry bookkeeping starting out.

I also think there are times when they are a valid choice for an
experienced user. For example I use them to note invoices I've sent,
which otherwise would have no place in my cash-basis journal.

These postings can easily be found and replaced with balanced postings
later as you get more sophisticated.

Sometimes strict correctness checking is a higher priority than
short-term productivity. We should provide options to warn
about/disallow them when a user prefers that.

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set precision from first amount only ?

2015-11-12 Thread Simon Michael
Wrestling with unwanted interactions of price amounts and display precision in 
hledger, and even just trying to clearly describe how amount styles work, it 
occurred to me that things would be simpler if we just set the precision from 
the first amount seen, like all the other style attributes.

It would be simpler, but also it would let us limit the precision even when 
some amounts have more (which we currently can't do). 

My question: do you see any real benefit of the current behaviour, that would 
be lost ?

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Re: ANN: hledger-0.27, with more console power

2015-11-01 Thread Simon Michael
Hi Johannes, 

quite right. I've added a few screenshots to the manual at 
http://hledger.org/manual#ui <http://hledger.org/manual#ui> .

Some of them use the more realistic example data from the beancount project, 
thanks to Martin Blais.

Best,
-Simon


> On Nov 1, 2015, at 10:16 AM, johanne...@gmail.com wrote:
> 
> Hi Simon!
> 
> The availability of a text-based user interface for hledger sounds great. 
> Could you please post some screenshots of what the UI looks like?
> 
> thank you very much,
> Johannes
> 
> 
> 
> On Saturday, October 31, 2015 at 10:38:20 PM UTC+1, Simon Michael (sm) wrote:
> I'm pleased to announce hledger 0.27!
> 
> What is it ?
> hledger is a cross-platform program for tracking money, time, or any
> other commodity, using double-entry accounting and a simple, editable
> file format.  It can also read CSV or timelog files, and export CSV.
> It provides command-line, curses and web interfaces, and aims to be a
> reliable, practical tool for daily use.  It is inspired by and largely
> compatible with ledger(1).
> 
> What's new ?
> This release introduces hledger-ui, a new curses-style interface that
> I'm quite pleased with (not yet available on Windows). Built on vty
> and the new brick library, it lets you review account balances and
> transactions with fewer keystrokes and less effort. Ledger users with 
> compatible journal files may also find this useful.
> 
> hledger can now report current value based on market prices (hurrah);
> wide characters are displayed properly; regular expression account
> aliases are fast; and unix man pages are provided. You can see all
> changes and bugfixes at http://hledger.org/release-notes#hledger-0.27 
> <http://hledger.org/release-notes#hledger-0.27> .
> 
> Release contributors: 
> Simon Michael,
> Carlos Lopez-Camey.
> 
> How to get it ?
> hledger can be installed with cabal or stack - see
> http://hledger.org/download <http://hledger.org/download> for guidance.
> If you'd like to contribute Windows or Mac binaries, please get in
> touch.
> 
> Happy Hallowe'en!
> -Simon
> 
> 
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ANN: hledger-0.27, with more console power

2015-10-31 Thread Simon Michael
I'm pleased to announce hledger 0.27!

What is it ?
hledger is a cross-platform program for tracking money, time, or any
other commodity, using double-entry accounting and a simple, editable
file format.  It can also read CSV or timelog files, and export CSV.
It provides command-line, curses and web interfaces, and aims to be a
reliable, practical tool for daily use.  It is inspired by and largely
compatible with ledger(1).

What's new ?
This release introduces hledger-ui, a new curses-style interface that
I'm quite pleased with (not yet available on Windows). Built on vty
and the new brick library, it lets you review account balances and
transactions with fewer keystrokes and less effort. Ledger users with 
compatible journal files may also find this useful.

hledger can now report current value based on market prices (hurrah);
wide characters are displayed properly; regular expression account
aliases are fast; and unix man pages are provided. You can see all
changes and bugfixes at http://hledger.org/release-notes#hledger-0.27 .

Release contributors: 
Simon Michael,
Carlos Lopez-Camey.

How to get it ?
hledger can be installed with cabal or stack - see
http://hledger.org/download for guidance.
If you'd like to contribute Windows or Mac binaries, please get in
touch.

Happy Hallowe'en!
-Simon

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Re: hledger dev party report

2015-10-12 Thread Simon Michael
On 10/11/15 6:54 PM, John Wiegley wrote:
> You know that I wrote a parser in Haskell for ledger files?  
> It mirrors the syntax supported by C++Ledger.

Thanks for the reminder John, we will take another look at that.


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Re: Show your favorite Ledger reports!

2015-08-27 Thread Simon Michael
Nice! I reposted it via https://twitter.com/LedgerTips .


 On Aug 27, 2015, at 2:32 AM, Alan Schmitt alan.schm...@polytechnique.org 
 wrote:
 
 On 2015-08-14 04:06, Simon Michael si...@joyful.com writes:
 
 On 7/11/15 9:16 AM, Lifepillar wrote:
 Hi,
 I am sure all of you have some carefully crafted Ledger commands
 up your sleeves, which generate reports you especially like.
 Why not share them in this thread, for the benefit of the newbies
 and the not-so-newbies?
 
 Two reports I like are the cash flow:
 
ledger bal --collapse --dc --related --real --effective \
-p 'this month' Cash
 
 (of course you may use other accounts), and this one for sorted
 monthly expenses:
 
ledger reg --period-sort '(-amount)' --real --effective \
   --monthly -p 'this month' Expenses
 
 What are your favorite ones?
 
 I liked this message a lot - I've had it starred for a month now. :) And
 I'm sorry to see no replies. Why is that ?
 
 I was not sure the following would apply, but just in case … I wrote
 a small page about how I use orgmode with ledger to build org tables to
 track budgets and expenses:
 http://alan.petitepomme.net/tips/ledger_and_org.html
 
 Alan
 
 -- 
 OpenPGP Key ID : 040D0A3B4ED2E5C7
 Last week athmospheric CO₂ average (Updated August 17, 2015, Mauna Loa Obs.):
 398.19 ppm

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Re: Ledger reports for future planning and how am I doing?

2015-08-17 Thread Simon Michael
On 8/16/15 2:33 PM, Mark Scannell wrote:
 Some challenges and reasons to move beyond this:
 - Income can be occasional, monthly, more secure or less secure (eg bonus, 
 shares). This is becoming more significant for me.
 - Long term savings can be locked-in pension, cash, or various forms of 
 long term investments that are sellable (eg buy-to-let, ISA accounts)
 - Expenses can be optional. Some things can be dropped without significant 
 impact. (Holidays, renovations)
 - Expenses aren't regular. Some are prepaid for a year (eg insurance), some 
 are prepaid for a few years (eg car).
 - Expenses can be time-bound. Specifically, large childcare expenses aren't 
 forever. Or lost-income due to unpaid maternity time.

These seem to point towards refining your chart of accounts -
adding/reorganizing categories to bring out more of the details you're
interested in. Eg once expenses are categorized as fixed/optional, you
can more easily play what-if by filtering out the optional.

 Some reports I'd love to get:
 - See how I'm trending. How would my change of net worth be in 12 months if 
 I continue on the same course?
 - See how things could change. What if I earned more? Earned less? Took on 
 more expensive childcare?
 - How is my liquidity position? If I were to take on a longer-term 
 investment, or leverage myself up, how easily could I cover my 
 debts/de-leverage?
 - How is my liquidity position trending?

These seem (mostly ?) about projecting into the future. Two approaches
to consider: in one, you use Ledger's automatic transactions to generate
recurring transactions arbitrarily far into the future. In the other,
you generate the journal entries yourself (eg with editor macros) and
just save them in a file, eg future.ledger, which also includes your
current ledger. The first approach will require expertise if you want to
model one-off and irregular future transactions. The second seems more
tedious, but not if you're expert with your editor, and it's simple and
gives full control. And of course you could combine both.

I currently use the second approach and just run reports in the usual
way. For what-ifs I may use temporary account aliases or extra included
files. For quick balance-over-time charts, I use hledger-web, or for
something more complex I would export report data as CSV to a
spreadsheet and do the charting there.


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Re: Show your favorite Ledger reports!

2015-08-13 Thread Simon Michael
PS I see also nice activity on the beancount mail list - great. Subscribed.

As a proxy for user counts, I'd be interested to know how many members
our mail lists have. hledger's has 69..

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Re: Show your favorite Ledger reports!

2015-08-13 Thread Simon Michael
On 8/13/15 7:12 PM, Martin Blais wrote:
 On Thu, Aug 13, 2015 at 10:06 PM, Simon Michael si...@joyful.com wrote:
 Do we just need to nag a bit ? Or would it haved worked better if there
 was a stack exchange site for ledger-likes ? Or a nicely presented
 cookbook site where the examples would end up ?
 
 There's already a money stack exchange with a [gnucash] tag.
 http://money.stackexchange.com/questions/tagged/gnucash

That's interesting. Should we (any/all ledger-likes) follow gnucash's
example ?

 I guess there have been a few attempts at a cookbook, but nothing that
 has gained traction.
 
 Oh the docs are getting their fair share of comments, so I think people are
 reading them.
 I'd like to say they do have traction:
 http://furius.ca/beancount/doc/cookbook
 http://furius.ca/beancount/doc/vesting
 http://furius.ca/beancount/doc/trading
 http://furius.ca/beancount/doc/sharing

That's good to hear. I will check out the latest activity there, and
also how beancount-specific the content there is.


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Re: Beancount Updates - 2015-06-29

2015-07-04 Thread Simon Michael
On 7/2/15 12:23 PM, Martin Blais wrote:
 Thanks a lot Simon.
 Can I count you as one of my users now? ;-)

Alas no, that wouldn't be accurate yet :) I always want to learn more
about how beancount does things, it's just a matter of where to spend
time. Clear getting started docs and easy setup does lure me in, thanks
to that I have a working up to date beancount again, hurrah.

Probably another good thing to lure h/ledger users are demos/examples of
some things we can't easily do with those tools, that we could do with
beancount (ideally, coexisting with our existing workflow).


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Re: Resetting income/expense accounts to zero yearly..

2015-06-12 Thread Simon Michael
On 5/31/15 4:37 AM, Marius Kjeldahl wrote:
 How do the rest of you do this, and/or what's the recommended way with 
 ledger?

I have one journal file per year. I started this for performance reasons
but it has some other advantages: increased isolation (it's harder to
accidentally mess up old data) and information hiding (less data in my
face when I'm editing).

As the last entry of the year, I post the required amount to each asset
and liability account to bring them all to 0 (closing balances). At
the start of the next year's file, I put the same entry with the signs
flipped (opening balances). I use hledger's equity command (similar to
ledger's) to generate these.

The closing and opening entries at each year transition cancel each
other out, so I see the correct asset/liability balances regardless of
whether I am reporting on multiple files or just one. I use all.journal
which includes all years, when I want to see a lot of history.

I don't bother zeroing income/expense/equity accounts, or folding them
back into assets/liabilities the way (I believe) accountants do. I am
probably missing an opportunity for error-checking here, that I don't
understand yet. An upside of not zeroing them is I can easily see their
total across multiple years.

This isn't perfect, it's just how I've been doing it for a few years.

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allow and print posting-less transactions ?

2015-06-08 Thread Simon Michael
A posting-less journal entry, like:

1/1 received a gift of $10

is currently rejected by hledger:

$ hledger -f t.j print
hledger: /Users/simon/src/hledger/t.j (line 2, column 1):
unexpected \n
expecting postings

is accepted but ignored by ledger:

$ ledger -f t.j print
$ ledger -f t.j print -E --raw

and I'm not sure what beancount does.

Would it be better to include such entries in print's output ? Eg:

$ hledger -f t.j print
2015/01/01 received a gift of $10

I think this would

- be less surprising than silently ignoring them
- clarify the print command's function: a displayer of journal entries, not 
just transactions
- provide a more natural way to note events that aren't transactions
- allow a beginner to practice and get some benefit even before learning about 
accounts and postings
- allow the concepts to be introduced more gradually in docs and tutorials 
(which is why I bring it up.)

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Re: Stock Vesting in Beancount

2015-06-05 Thread Simon Michael
I haven't finished the first one yet, but these are great, thanks for sharing.


 On Jun 4, 2015, at 10:51 PM, Martin Blais bl...@furius.ca wrote:
 
 Hello Ledgerverse,
 
 Tonight I wrote another document for the cookbook. This one provides a 
 detailed example on how to book transactions for restricted stock units and 
 vesting events, with a detailed example.
 
 You can find the new document here:
 http://furius.ca/beancount/doc/vesting 
 http://furius.ca/beancount/doc/vesting
 
 As always, your comments are welcome

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Re: How to Track Customer Expenses ? Should use Invoice: tags?

2015-05-18 Thread Simon Michael
Hi Dee,

I love hearing how people are doing things, thanks for sharing.

By using . instead of : as separator, don't you lose some of *ledger's
power ?

Well, thinking about it you may not lose much in practice. But with :
you could summarise things using --depth, eg.

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Re: Accounting Structure and Bookkeeping Correctly [serious]

2015-05-13 Thread Simon Michael
On 5/9/15 2:40 PM, Martin Blais wrote:
 Did you guys see the cookbook?
 http://furius.ca/beancount/doc/cookbook
 
 Or the Getting Started guide?
 http://furius.ca/beancount/doc/getting-started

Indeed, those are great. But hard to discover. I had forgotten/not seen
the cookbook.

I'm linking at hledger.org/more-docs now, and maybe someone will link
them to the Ledger site or wiki.

It's good that they have stable human-friendly urls as well as the
cryptic google ones. I think it would encourage linkers if those were
more prominent; currently I'm not sure how to find them out.


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Re: making account aliases Ledger-compatible again, feedback needed

2015-05-09 Thread Simon Michael
PS: keep in mind these two ways to use account aliases:

1. aliasing a short convenient name to the real account name, for a less 
verbose journal and easier data entry. This is what most people seem to use 
them for, and is what's in the Ledger manual. Not much need for regexp matching 
in this use case.

2. rewriting real account names in arbitrary ways, to massage report output, 
rearrange accounts, temporarily combine accounts, etc. This is what I use them 
for, and here the extra power is handy.



 On May 9, 2015, at 7:00 AM, Simon Michael si...@joyful.com wrote:
 
 Hi all, I'm seeking more input on
 
 https://github.com/simonmichael/hledger/issues/252 
 Please allow for aliases without regular expression expansion (and 
 re-establish compatibility with ledger)
 
 To recap, hledger 0.24+'s alias directive takes a regular expression, and 
 matches anywhere inside the account name. I find this much more useful, but 
 there are a few problems still to iron out.
 
 The biggest is that you now often need to change aliases that you used before 
 0.24, or that are in a Ledger file, to keep them working as intended. I think 
 it's (almost?) always possible to adjust them so that they'll still work in 
 both hledger and Ledger, but you need to (a) realize this and (b) know a 
 little about regular expressions.
 
 As I say on the issue, it's a little painful to make the user use a special 
 syntax to get a regexp, since regexps are the default elsewhere in h/Ledger. 
 And I'd like not to add new syntax that Ledger won't accept. Some of the 
 options I suggest there are:
 
 - get Ledger to also use regexp aliases. Any interest in this, Ledger folks ?
 
 - have hledger wrap alias regexps in an implicit ^...$
 
 - make hledger's aliases non-recursive by default, like Ledger
 
 Reply here or on the issue. Thanks!

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Re: Accounting Structure and Bookkeeping Correctly [serious]

2015-05-09 Thread Simon Michael
I really like this intro. I'd love to see this and more like it nice
presented and prominent among the first docs that new *ledger users see.

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Re: Accounting Structure and Bookkeeping Correctly [serious]

2015-05-07 Thread Simon Michael
On 5/7/15 3:52 AM, Stefan Tunsch wrote:
 Start playing with ledger, and soon enough you will get the hang of it 
 and will understand what suits you best.

You can also build your skills without commitment or giving up your old
system, by tracking just one account for a period of time. Eg the cash
in your wallet. Practice data entry, learn how to record each of your
common transactions, and get your reports to match reality consistently.
The next level could be one checking account. As you get comfortable you
can include more of your financial life.



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ANN: hledger 0.25

2015-04-08 Thread Simon Michael
I'm pleased to announce hledger and hledger-web 0.25.
This release brings GHC 7.10 compatibility, terminal width awareness,
useful averages and totals columns, and a more robust hledger-web add
form.

Full release notes: http://hledger.org/release-notes#hledger-0.25 .
Release contributors: Simon Michael, Julien Moutinho.

hledger (http://hledger.org) is a command-line tool and haskell
library for tracking financial transactions, which are stored in a
human-readable plain text format. It can also read CSV or timelog
files. It provides useful reports, and can also help you record new
transactions interactively.  Add-on commands include hledger-web (a
web interface), hledger-irr (for calculating internal rate of return)
and hledger-interest (for generating interest transactions).  hledger
is inspired by and largely compatible with Ledger, and can be used
with some Ledger files.

Installation:

cabal update; cabal install hledger [hledger-web]

or see http://hledger.org/download
and http://hledger.org/installing http://hledger.org/installing for more 
options.

Best!
-Simon

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Re: support negative arguments in xact?

2015-03-22 Thread Simon Michael
On 3/22/15 6:33 PM, Eric Abrahamsen wrote:
 John Buxton lquer...@gmail.com writes:
 ledger xact -- restaurant 24 credit -14 cash -10

 The '--' stops option processing.

Nice one!

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Re: --empty and its behaviour at the period limits

2015-03-19 Thread Simon Michael
On 3/19/15 5:32 AM, santaph...@gmail.com
wrote:
 When start/end dates have been specified (with -b/-e/-p/date:), 
 hledger will extend the report to those dates when -E/--empty is used. Eg: 

 2014/7/1 
   (Expenses:RareExpense)   1 

 $ hledger reg -ME -b 2014/1/1 RareExpense 
 2014/01  0 0 
 2014/02  0 0 
 2014/03  0 0 
 2014/04  0 0 
 2014/05  0 0 
 2014/06  0 0 
 2014/07 Ex:RareExpense   1 1 

 Another option would be to extend the report, either with or without -E, 
 to the journal's start/end date (the earliest and latest date of all 
 postings in the journal file(s)). 
 
 Anyway, I'm using ledger, not hledger. The behaviour you describe for 
 hledger is *not* what ledger does. In particular, with your example, the 
 output I get is:
 
 $ ledger -f ledger.dat reg -ME -b 2014/1/1 RareExpense 
  14-Jul-01 - 14-Jul-31 (Expens:RareExpense)   1   1
 
 I can understand why ledger has this behaviour if no start or end-date is 
 present. However, I don't find it sensible that the above does not contain 
 the empty months until from January till July. I would expect exactly the 
 behaviour that hledger seems to have.

Yes I should have made clear, I know you asked about ledger and I'm just
confirming your observation and sharing ideas for improvement. hledger
initially did it just like ledger and I had exactly the same wish as you.



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Re: Multiple posting costs in a transaction

2015-03-13 Thread Simon Michael
On 3/13/15 5:33 AM, Alok Parlikar wrote:
 Thanks. What makes me wonder is why in case 1, the ledger command doesn't 
 throw an error even if the 0.01 EUR isn't accounted for :) 

It should, worth a bug report if it happens with the latest version.


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Re: --empty and its behaviour at the period limits

2015-03-02 Thread Simon Michael
On 3/1/15 3:42 AM, santaph...@gmail.com wrote:
 Running

 ledger  -M --empty reg ^Expenses:RareExpense
 
 produces a summary of Expenses:RareExpense, where each month is 
 represented, even if there was no activity for a given month.
 The behaviour of --empty with regards to the beginning and end of the 
 considered period surprises me, however.
 
 First of all, the above does not include the no-activity months after the 
 last activity-month until now. I.e. if my last RareExpense was in July 
 2014, it seems I get no empty months listed from August 2014 and onwards.
 
 This behaviour is also consistently applied when using the --begin 
 predicate. For instance, had I no RareExpense in 2014 except for in July 
 (and none until now either), the following:
 
 ledger  -M --begin 2014/01 --empty reg ^Expenses:RareExpense
 
 seems to give me a singleton list with only July represented.
 
 That behaviour does not seem sensible to me. Am I doing something wrong or 
 is this a bug?

You haven't specified the exact behaviour you expect. I think you
wouldn't want it to automatically show periods up to today, eg say you
were working with an old ledger from 2000 (or 1500!).

When start/end dates have been specified (with -b/-e/-p/date:),
hledger will extend the report to those dates when -E/--empty is used. Eg:

2014/7/1
  (Expenses:RareExpense)   1

$ hledger reg -ME -b 2014/1/1 RareExpense
2014/01  0 0
2014/02  0 0
2014/03  0 0
2014/04  0 0
2014/05  0 0
2014/06  0 0
2014/07 Ex:RareExpense   1 1

Another option would be to extend the report, either with or without -E,
to the journal's start/end date (the earliest and latest date of all
postings in the journal file(s)).


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Re: Ledger Invoicing

2015-01-20 Thread Simon Michael (sm)
...some time passes...

Hey, this is a really nice complete example of one way to generate 
invoices. Definitely worth updating (-s obsolete ?) and presenting it 
nicely somewhere it'll be found.



On Friday, February 6, 2009 at 9:19:58 AM UTC-8, Russell Adams wrote:

 I've put together a tentative method for creating invoices from
 billable hours. Included are a quick howto, chart of accounts, and a
 shell script that generates nice PDF invoices via latex using ledger
 data. A sample PDF is included.

 Not yet a project, just a branch:

 http://code.launchpad.net/~rladams/+junk/LedgerInvoicingExample

 This is way alpha, but I'll be tweaking it to use in my business in
 the coming months. If there is additional interest I'll see about
 rolling it into a proper project.

 I had some comments on IRC, yes the output is totally
 customizable. The shell script supports new headers, logos, etc. The
 output can be completely customized in latex.

 Feedback is welcome.

 Thanks.

 

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Re: Computing investment returns

2015-01-16 Thread Simon Michael
I think http://hackage.haskell.org/package/hledger-irr is another tool
for that ?

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Re: balance report comparing balance at two dates?

2015-01-13 Thread Simon Michael
For now: https://gist.github.com/simonmichael/85b1139360d245d13f1b

On 1/13/15 11:15 AM, Simon Michael wrote:
 Agreed 100%. I've postponed that throughout my docs to save time and
 maintenance costs, and because it needs some interesting data. I need to
 look at your realistic sample journal again.
 
 On 1/13/15 11:10 AM, Martin Blais wrote:
 Nice.
 It would be useful if you had example output in your doc.


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