About real world setup docs¶
hledger and plain text accounting tools generally are highly flexible and don't impose much structure or process. This can make it hard to get started.
In this part of the site, you can read about file layouts, account organisations, workflows and routines that have been effective for other hledger users in practice. You may like to try replicating one of these exactly, or simply read for ideas.
These docs are not required to be complete, reproducible, or maintained (although that is welcome), but they should give some insight about setups or processes that you found useful in practice.
Here's a rough template to provide ideas:
Author: X Last updated: DATE ## Requirements Tested on: PLATFORM(S) Tested with: HLEDGER VERSION Tools used: hledger, hledger-ui, GNU make, sed.. ## Files `tree` output.. ## Data entry / conversion How I capture data.. ## Version control How I use version control, if any ## Accounts Account hierarchy used, any organisational principles, how I maintain it.. ## Reports The main reports used ? ## Tasks / Workflows How to do .. ## Routines Recurring (daily, weekly, monthly, yearly..) workflows