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Full-fledged Hledger

Full-Fledged Hledger setup with multiple yearly files, multi-source CSV imports and a range of auto-generated reports.

What is included?

A set of sample journals and helper scripts that I use together with hledger for tracking personal finances and budgeting. It should be easily adaptable to other command-line accounting tools (ledger, beancount, ...).

I went through several different approaches over the course of 10 years, and this is the end result of that journey, complete with "how", "why" and lessons learned

Installation

Scripts and files here assume Linux-like environment with Haskell (in particular, you will need runhaskell and stack) and textutils/shellutils available. I have not tested them on Mac OS or Windows.

You will need to have shake build system installed (which you can get via stack install shake). Scripts used to convert CSV files assume that you will end up having many files, so scripts use GNU parallel to run as many conversion jobs as you have CPU cores. If parallel is not available, scripts will process files sequentially.

Usage

TL;DR: Pick one of the numbered branches of this project (01-getting-started, 02-getting-data-in, and so on) as a starting point, clone it to the place of your choosing, run export.sh, and start populating your journals.

Head on to the Wiki to read the full story of how to grow you setup step by step.