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Goals

I wanted a setup that would satisfy three major requirements:

• Tracking expenses should take as little time, effort and manual work as possible

• Eventual consistency should be achievable: even if I can't record something precisely right now, maybe I would be able to do it later, so I should be able to leave things half-done and pick them up later

• Ability to refactor is a must. I want to be able to go back and change the way I am doing things, with as little effort as possible and without fear of irrevocably breaking things.

You could grow a setup that would allow you to have all of this and more step by step. This repository contains a number of branches (01-getting-started, 02-getting-data-in, ...) that represent a gradual evolution of the setup, starting from the bare minimum and adding one new feature at a time. This allows you to choose the starting point that is more suitable for you or compare/diff various setups and see what exactly has been changed at every step.

Reading order

If you are fairly experienced with ledger, hledger, beancount or any other plain-text accounting tool, you might want to quickly check out Directory structure to see how things are laid out and then head directly to the most featureful branch and look around to see how everything is done. Run ./export.sh to generate all reports.

Alternatively, read the full guide:

0. Directory structure
1. Getting started
2. Getting data in
3. Getting full history of the account
4. Adding more accounts