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Getting started
Dmitry Astapov edited this page Apr 18, 2018
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So, you want to keep track of your finances with hledger. You read hledger step-by-step guide, and you know the difference between "assets", "liabilities", "equity", "income" and "expenses".
Let's get started. Look into 01_getting_started, where you will find a completely empty journal for the current year (at the time of writing - 2017) and a couple of export scripts.
Make sure that year of your journal corresponds to the year at the top of ./export/export.hs
.
Now run ./export.sh
, and a bunch of files would be generated in ./export
:
export
├── 2017-all.journal - a list of all transactions for the year
├── 2017-balance-sheet.txt - balance sheet for the end of the year
├── 2017-closing.journal - closing balances of all assets and liabilities accounts
├── 2017-income-expenses.txt - income and expense report for the year
└── export.hs - Shake build script that describes how these reports are generated
General idea is to keep this files under version control so that whenever you want to do sweeping changes it would be easy to see what exactly was affected.
- Key principles and practices
- Getting started
- Getting data in
- Getting full history of the account
- Adding more accounts
- Creating CSV import rules
- Maintaining CSV rules
- Investments - easy approach
- Mortgages
- Remortgage
- Foreign currency
- Sorting unknowns
- File-specific CSV rules
- Tax returns
- Speeding things up
- Tracking commodity lost manually
- Fetching prices automatically
- ChangeLog