Docs
An overview of hledger user docs. You don't need to read them all; pick the ones that fit your needs. There are also some Videos.
Quick starts
Fast introductions, assuming a bit of command line know-how. (These overlap one another.)
- 2 minute quick start
- 5 minute quick start
- 10 minute quick start
- hledger manual: Common tasks
- Workflows
Tutorials
Slower-paced introductions to various topics.
- Tutorial: hledger add
- Tutorial: hledger-ui
- Tutorial: hledger-web
- Tutorial: Import CSV data
- Accounting basics for PTA users
- hledger fan's beginner videos
- Tips for learning hledger
hledger by example
A growing "book" introducing hledger one step at a time. For now, enable the site's sidebar to see the book's outline.
Reference docs
The manuals are the authoritative hledger docs.
Cookbook: Using hledger
Tips and how-tos that didn't fit in the manual. These vary in age and quality.
Setups and workflows
Data entry
- Create a journal
- How to record journal entries
- How to figure out journal entries
- Importing CSV data
- Cost notation
Examples
- examples/ - examples and snippets, old and new
Preserving your data
- Track changes with version control
- Keep backups - 3-2-1 rule
Checking for errors
Reporting
- Making sense of your finances with hledger reports
- 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
Cookbook: Accounting tasks
Learning accounting and bookkeeping
- Tips for learning hledger
- Accounting basics for PTA users
- Accounting: further study
- Common journal entries
- pta.o: Choosing cash or accrual
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
Cookbook: Plain Text Accounting
The Plain Text Accounting Cookbook collects similar but more generic advice for all PTA apps.