User Cookbook
Here you'll find task-oriented advice and additional user notes that didn't fit in the manual. Unlike the manual, these docs vary in age and quality.
General usage
Setups and workflows
Data entry
- Create a journal
- How to record journal entries
- How to figure out journal entries
- Importing CSV data
- Cost notation
Preserving your data
- Track changes with version control
- Keep backups - 3-2-1 rule
Checking for errors
Reporting
- Report examples
- Reporting version control stats
- Rewrite account names
- Rewrite commodity symbols
- Tags tutorial
Making charts
Customising
Other user interfaces
- hledger-web tips
- Mobile apps
- See PTA UI tools starting at UI, console
Scripts and add-ons
Other software
- Exporting from hledger
- hledger and Beancount
- hledger and dsq / DataStation
- hledger and just
- hledger and GnuCash
- hledger and Ledger
- hledger and Obsidian
- hledger and Paisa
- hledger and Postgres
- hledger and Quicken/Quickbooks
- hledger and SQLite
- hledger and Ultorg
- hledger and YNAB
Accounting tasks
Learning accounting and bookkeeping
Borrowing and lending
Budgeting
Eco accounting
Forecasting
Inventory tracking
Investing and trading
- PTA Cookbook: Investing and trading
- hledger manual > Cost reporting
- hledger manual > Value reporting
- hledger manual > balance features
- Track investments (2017)
- Track investments (2020)
- Calculate unrealized gain
- Calculate return on investment
- hledger-lots
- Average cost capital gains with hledger 2023
- Track foreign stock capital gains using hledger 2023
- Full-fledged hledger: Manual lot tracking 2024
Invoicing
Multiple currencies
- Multicurrency tutorial (2018)
- Currency conversion (2021)
- hledger manual > Cost reporting
- hledger manual > Value reporting
Non-profit accounting
Taxes
Time tracking
Trip expenses
Shared expenses
See also
https://plaintextaccounting.org collects similar but more generic advice for all PTA tools.