纯文本会计 (PTA) Plain Text Accounting (PTA)

原始链接: https://plaintextaccounting.org/

纯文本会计 (PTA) 是一种使用纯文本文件和与命令行操作兼容的软件工具(例如 Ledger、hledger 或 Beancount)来管理财务记录的方法。 该网站为 PTA 社区提供文档、指南和资源。 可以通过 GitHub 存储库或其他方式对该网站做出贡献,并且得到各种个人和组织的支持。 用户可以通过论坛、聊天室以及相关博客或社交媒体平台访问讨论和帮助。 有许多软件选项可用于实施 PTA 方法,从 Ledger、hledger 和 Beancount 等完整系统,到编辑器、数据转换器和工作流程自动化程序等专用工具。 这些应用程序通常具有扩展其功能的插件或扩展,使用户可以更轻松地根据自己的喜好自定义其会计设置。 数据转换工具使用户能够在不同的 PTA 应用程序之间传输信息,而无需手动输入,而 API 则为开发人员提供了构建新功能或集成的能力。 此外,还有专门创建的工具来促进价格获取、数据导入和导出、时间记录、格式化、报告以及控制台和图形用户界面 (GUI) 的用户界面等方面。 一些流行的 PTA 应用程序包括 ledger-cli、hledger、Beancount 等。

Plain Text Accounting (PTA) is a method of managing financial records using plain text files and software tools that are compatible with command-line operations, such as Ledger, hledger, or Beancount. This website provides documentation, guides, and resources for the PTA community. Contributions to this site can be made through the GitHub repository or other means, and it is supported by various individuals and organizations. Users may access discussions and assistance via forum, chat rooms, and related blogs or social media platforms. There are numerous software options available for implementing PTA methods, ranging from complete systems like Ledger, hledger, and Beancount, to specialized tools like editors, data converters, and workflow automators. These applications often have plugins or extensions that extend their functionality, making it easier for users to customize their accounting setup according to their preferences. Data conversion tools enable users to transfer information between different PTA applications without manual input, while APIs provide developers the ability to build new functionalities or integrations. Additionally, there are tools specifically created to facilitate aspects like price fetches, data imports, and exports, time logging, formatting, reporting, and user interfaces for both consoles and graphical user interfaces (GUIs). Some popular PTA applications include ledger-cli, hledger, Beancount, and others.


plaintextaccounting.org

Welcome! Plain text accounting is a way of doing bookkeeping and accounting with plain text files and scriptable, command-line-friendly software, such as Ledger, hledger, or Beancount. This site collects the PTA community's tools, docs and practices. It is maintained by Simon Michael (hledger project leader, PTA fan) and contributors like you. See also our discussion forum and chat rooms.

This is a community-supported site; if you find it useful, why not contribute to the github repo or help with finance. Thank you sponsors, including:

Forum - forum.plaintextaccounting.org
Chat - matrix room - matrix space - IRC channel - project chats
Blogs & articles - see the PTA forum and its RSS feed; also older Blogs & articles 2006-2024.
Reddit - /r/plaintextaccounting
Lemmy - lemmy.world/c/plaintextaccounting
Hacker News - stories - comments
Mastodon - #plaintextaccounting - #ledgercli - #hledger - #beancount
Twitter - #plaintextaccounting - #ledgercli - #hledger - #beancount - LedgerTips 2014-2018
Stack Exchange - ledger-cli tag - ledger-cli search - hledger tag - hledger search
Project specific - Project mail lists - This Week In Hledger
plaintextaccounting.org site - commits - contributors - issues - email the site admin

Accounting basics , PTA app docs , Comparisons , Intros , Cheatsheets , Cookbooks , FAQs

Accounting basics

PTA app docs

Comparisons

Intros

Cheatsheets

Cookbooks

FAQs

PTA apps , Editor plugins , Data import/conversion , Price fetching , Data generation , Workflows , Formatting , Reporting , Time logging , UI, console , UI, curses , UI, GUI , UI, web , UI, mobile , Library , Utilities , API

PTA apps

To do Plain Text Accounting, try one (or more) of the apps below. Generally it's possible to migrate data between them.

`` [Ledger (Go)]: https://howeyc.github.io/ledger/ [ledger-go-src]: https://github.com/howeyc/ledger

Editor plugins

Atom - language-ledger - ledger
Emacs - beancount-mode - hledger-mode - ledger-mode (good for hledger also)
IntelliJ - Ledger CLI
Nano - scopatz/nanorc
Sublime - sublime-ledger-syntax
TextMate - Ledger.tmbundle
VIM - vim-ledger - vim-beancount - hledger-vim - cmp-beancount
VS Code - hledger-vscode - ledger - vscode-beancount

Data import/conversion

  • Ledger and hledger have CSV conversion built in. Also:
  • bean-identify, bean-extract, bean-file - Beancount built-in tools
  • banks2ledger - CSV to *ledger converter
  • beancount-import web app/framework for converting various formats to beancount (python)
  • beancount-reds-importers Simple importers and tools for Beancount. A framework to allow you to easily write your own importers.
  • beancount-ynab Import YNAB4 (legacy desktop-based version) into beancount
  • beancount-ynab5 Import YNAB5 (cloud-based version) transactions into beancount
  • beanhub-extract Simple Python library for extracting all kinds of bank export CSV files into standardized transaction data objects
  • beanhub-import Declarative idempotent rule-based beancount transaction import engine in Python consumes data extracted by beanhub-extract
  • buchhaltung CSV/FinTS/HBCI/OFX to *ledger conversion/deduplication (haskell)
  • Costflow convert one line message to beancount/*ledger format
  • csv2beancount CSV to beancount converter (clojure)
  • CSV2Ledger CSV to *ledger converter (perl)
  • double-entry-generator Rule-based double-entry bookkeeping importer (from Alipay/WeChat/Huobi etc. to Beancount)
  • fints2ledger FinTS/HBCI to csv to *ledger or beancount journals (python)
  • gcash2ledger.py GNUCash XML to *ledger converter (python)
  • gnucash-to-beancount GNUCash sqlite to beancount converter (python)
  • gnucash2ledger.py GNUCash sqlite to *ledger converter (python)
  • grisbi2Ledger Grisbi to *ledger converter
  • gsheet-csv.hs a script to download Google sheets (haskell)
  • hledger-Excel Excel spreadsheet to *ledger journal converter (visual basic for applications)
  • hledger-import-dsl alternate, programmable CSV converter for hledger
  • hledger-to-influxdb hledger to InfluxDB converter (haskell)
  • hledger2beancount hledger to beancount converter (haskell)
  • homebank2ledger HomeBank to ledger and beancount converter (perl)
  • icsvledger interactive CSV to *ledger converter (python)
  • into-ledger CSV to *ledger converter
  • invoice2data extract data from PDF invoices (python)
  • jali downloader/importer to *ledger (python)
  • kmymoney2hledger KMyMoney to *ledger converter (clojure)
  • kmymoney2ledgers KMyMoney to *ledger/beancount converter (python)
  • kmymoney2ledgers.awk KMyMoney to *ledger/beancount converter (Awk)
  • ldgclip import bank transactions via the clipboard with one click (bash/awk)
  • Ledger in Go has limport, a CSV to *ledger converter
  • ledger-autosync OFX download, OFX to *ledger conversion, deduplication
  • ledger-guesser neural network for generating entries like past ones, can be used with ledger-autosync (javascript)
  • ledger-myexpenses MyExpenses android app sqlite db to *ledger conversion (python, 2017)
  • ledgermyexpenses sync MyExpenses android app to/from Ledger (bash, 2023)
  • ledger-to-beancount yet another simple ledger to beancount converter (python)
  • ledger-tutorials convert Pete Keen's tutorials to ebook format
  • ledger2beancount.py *ledger to beancount converter
  • ledger2beancount/beancount2ledger the best converter between h/ledger and beancount formats (perl).
  • moneymoney-ledger MoneyMoney export extension for *ledger
  • outofit QuickBooks to *ledger converter
  • piecash GNUCash SQL to *ledger converter (python)
  • plaid2qif Download transactions from plaid as QIF or CSV files
  • plaid2text Plaid API to *ledger/beancount download/conversion
  • qb2ledger QuickBooks General Journal CSV to *ledger converter
  • QIFtoLedger (Bank of America's) QIF to *ledger converter
  • reckon smart interactive/non-interactive CSV to *ledger converter
  • slc generates Ledger accounting entries, works with generic CSV files as well as the Stripe API
  • smart_importer library for building smarter CSV to beancount/Fava converters
  • Tiller service to download from mostly-US banks to google or microsoft spreadsheets (commercial but pretty good)
  • total_recall CSV to *ledger converter
  • ynab-to-ledger You Need A Budget (YNAB) to *ledger converter. Handles multiple currencies, multiple number formats, reconciliation, memos, transfers, and split transactions
  • ynab_to_ledger You Need A Budget to *ledger converter

Price fetching

  • bean-price Beancount's price fetching tool (python)
  • hledger-stockquotes download market prices for your hledger commodities (haskell)
  • ledger-get-prices download market prices (ruby)
  • LedgerStockUpdate update a Ledger price database (go)
  • market-prices download market prices from several sources (python)
  • market-prices.hs small, easy to adapt script to scrape market data from the internet (Haskell)
  • pricehist fetch and format historical price data, with support for multiple sources and output formats (python)
  • the-solipsist/scripts download prices for your hledger commodities, including indian commodities (bash)

Data generation

  • beancount-extract-price generate prices transactions based on your beancount ledger (python)
  • DepreciateForLedger generate *ledger depreciation transactions (python)
  • hledger-interest generate *ledger interest entries (haskell)
  • ledger-ts typescript EDSL for generating beancount journals (typescript)
  • ledgerbil schedule recurring txns, interactive reconcile, date sorting
  • LedgerScheduler move entries from one file to another when they come due (python)
  • lotter generate postings for capital gain/loss (go)
  • recurring generate recurring *ledger entries (python)
  • reorder-journal.sh sort hledger entries, preserving directives/comments at top of file (bash)
  • sassetti adds lisp macros to ledger files (common lisp)

Invoicing

  • kairos (repo) generate invoices from hledger timedot files (go)

Workflows

  • docker-finance hledger/hledger-flow/docker-based system for tracking and reporting on traditional and cryptocurrency finances
  • Full-fledged hledger scripts and detailed tutorial for generating hledger journals from CSV files (haskell, shell)
  • hledger-flow command-line tool to generate hledger (or Ledger) journals from CSV files (haskell)
  • rtrledger another hledger journals from CSV files system, designed for chaotic German freelancers (shell etc.)
  • Lazy Beancount Beancount packaged in Docker with additional plugins and tools

Formatting

Reporting

  • budget_report budget reporting with beancount (python)
  • gainstrack personal wealth analysis app with beancount export (scala/typescript)
  • hledger-diff report differing transactions between two journals (haskell)
  • hledger-irr calculate an account's internal rate of return (superseded by roi) (haskell)
  • hledger-sankey Script + HTML files to plot income next to expense money flows from an hledger ledger file (shell + javascript)
  • hledger-tools generating charts from hledger (typescript)
  • hledger-vega makes configurable vega-lite charts from hledger (shell)
  • hreports customise hledger reports with templates and PDF output (python)
  • ledger-plot interactive tool for making GNUplot charts from Ledger (python)
  • ledger-plots R package & script to make charts from Ledger (R)
  • r-ledger an R package for reading and reporting on ledger/hledger/beancount files (R)
  • TaxingLots calculates capital gains for a ledger journal (python)

Time logging

  • org2tc org to timeclock converter
  • on-modify.timetrack.py taskwarrior hook for timeclock output
  • t ledger timeclock shellscript
  • tim time logging/reporting tool using hledger
  • timekeeping-template time logging/reporting examples/how-to using hledger
  • tito time logging bash scripts that avoid double clock-in

UI, console

  • bean-add interactive transaction entry tool (python)
  • hledger add interactive transaction entry tool (builtin command)
  • ladd create and edit a new *ledger transaction by fuzzy-matching past descriptions
  • ldgr command line tool to add/sort/tag ledger files (ruby)
  • ledger xact history-aware transaction generator (builtin command)

UI, curses

  • hledger-iadd TUI for *ledger transaction entry (haskell)
  • hledger-ui TUI for *ledger browsing (haskell, video)
  • ledger-add TUI for *ledger transaction entry (python)
  • puffin TUI for hledger browsing (go)
  • regdel TUI for browsing Ledger files (python)

UI, GUI

  • ledgerble reporting GUI with charts & adjustable reports (Javascript)
  • ledgerhelpers misc. GUI tools + helper library (Python, GTK)
  • Prudent integrated journal editing/importing/reporting GUI for Ledger (Javascript, mac only, closed source)

UI, web

  • fava web UI for beancount browsing (python, demo)
  • hledger-web web UI for *ledger browsing, data entry (haskell, demo, Sandstorm app)
  • Paisa web UI or desktop app for ledger, hledger and beancount (go, javascript, demo)
  • Ledger in Go web UI for browsing ledger transactions, reports, and porfolios
  • Ledger Web ledger HTML reporting system (ruby, postgres)
  • Ledger Web web UI/API for ledger browsing, data entry (python)
  • ledger-analytics web UI for ledger data analytics (javascript)
  • ledger-dashboard web UI for ledger browsing, data entry (python)
  • ledger-pyreport web UI for standard accounting statements and unrealised gains (python)
  • ledgeraccounting web UI for hledger: data entry, basic reports and budgets (javascript)
  • ledgible web UI for ledger browsing, data entry (python)
  • n4s danish-language ERP system (php)
  • node-ledger-web web UI for ledger browsing (javascript)
  • WealthPulse web UI for ledger browsing, price fetching (F#)
  • BeanHub web UI for beancount browsing, data entry with a Git repository (proprietary SaaS; some components open source)

UI, mobile

Library

Utilities

API

  • gledger Go package to interface with Ledger (go)
  • hledger-lib library for parsing and generating reports from *ledger files (haskell)
  • hledger-web the web app includes a JSON API server for *ledger files (haskell)
  • ledgerhelpers extends Ledger's python library (python)
  • node-hledger Node.js API for *ledger files (javascript)
  • BeanHub API proprietary SaaS API for operating on hosted beancount repositories and beanhub-forms

(c) 2016-2024 Simon Michael & contributors | Send updates via github

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