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Goals

I wanted a setup that would enable me to have:

• Avoid spending too much time, effort and manual work on tracking expenses

• Eventual consistency: even if you can't record something precisely right now, maybe I would be able to do it later

• Ability to refactor. I want to be able to go back and change how 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:

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