Author: Simon Michael
Last updated: 201903
Tested on: mac mojave
Tested with: hledger 1.14
Tools used: hledger, hledger-ui, GNU make, ...
LEDGER_FILE environment variable is currently set to
This is done in some super secret way that I'll have to track down, or more likely several ways,
to ensure that it is consistent for:
programs started from command line in iTerm/Terminal windows
programs started from emacs shell buffers
emacs modes such as ledger-mode
for both text-mode and graphical emacs, whether started from command line or mac GUI (Dock/Finder/Spotlight)
$ tree ~/notes /Users/simon/notes ├── 2019.journal ├── 2019.prices ├── all.journal ├── current.journal -> 2019.journal ├── forecast.journal ...
Files are in
There's one YEAR.journal file per year containing all transactions in date order.
YEAR.prices containing P records for the year
forecast.journal containing periodic transaction rules
all.journal includes all the year journals. It provides all historical data, but is slow, and my old journals are inconsistent/broken, so it's currently rarely used.
current.journal is a symlink for scripts which don't know the year. Symbolic links are a mixed blessing, causing file path confusion in emacs, eg.
Most journal entries are generated from downloaded CSV:
Transactions from three banks are aggregated and cleaned in a Google sheet by Tiller ($5/mo). A command line tool downloads this sheet as CSV (via cron ? currently disabled).
Paypal CSV is downloaded manually, then moved into place by a make rule. I use Paypal's CSV because Tiller doesn't handle multiple currencies and Paypal's extra metadata fields.
For troubleshooting: when downloading a CSV the previous copy is saved as FILE.csv.old.
$ make csv
Cash transactions are entered in emacs, using ledger-mode. Mostly by copying and pasting similar past transactions.
When rewriting account names, I use either
ledger-mode completion (
TAB) or dabbrev-expand completion (
which have different strengths.
I fetch currency prices with barrucadu's market-prices.py script (details).
Journal file, included files, makefile and scripts in git. A mixture of manual and cron-based automatic committing.
; Account hierarchy used, any organisational principles, how I maintain it..
I have convenience aliases for hledger commands and reports in
which is automatically sourced by my bash profile.
More reports and file-generating scripts are defined in
Increasingly, I am moving reports and scripts in a (more powerful and robust) Shake file,
Workflows / Routines¶
; Recurring (daily, weekly, monthly, yearly..) workflows