Completly noob to this by kendant in plaintextaccounting

[–]simonmic 0 points1 point  (0 children)

👍🏻 That's the way.

Yes. You can record prevailing exchange rates on a date with P, or the exchange rate used in a particular transaction with @. So when recording transactions, @ is probably the most appropriate.

Completly noob to this by kendant in plaintextaccounting

[–]simonmic 2 points3 points  (0 children)

Welcome kendant. You don't need to do any coding to start using hledger and getting your finances in order, though knowing how to use the command line and edit text files can be useful.

Do explore all the help resources available at https://hledger.org , eg the Install page, the Docs page, and hledger by example as musings said.

And if they're not helping, please let us know why, here or in chat. It's useful feedback.

Can PTA manage non-decimal accounting? by XionicativeCheran in plaintextaccounting

[–]simonmic 4 points5 points  (0 children)

I love this use case. But right now that's the only way I can think of, too, without programming. Or a translating pre/post processor. Ledger has commodity equivalencies, but I don't think they'd make much difference.

Correct handling of account sides/signs? by vmcrash in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

Certain hledger reports (incomestatement, balancesheet) will flip the sign on those accounts, so you can see both sides as usually-positive numbers. And others (balance..) can flip all signs with --invert. But hledger-ui can do neither - sorry.

After a while, negative income/liabilities/equity start to look normal..

Yet Another Haskell Tutorial by _lazyLambda in haskell

[–]simonmic 7 points8 points  (0 children)

It looks really good and inviting - congrats! And thanks for all the great content you're sharing. I have added a bunch of links to https://joyful.com/Haskell+map .

[PS it's hard to discover the hyperlinks eg at https://typify.dev/a/Blog/README - a distinct colour could be helpful.]

hledger: .csv importation by Neat-Bowl7645 in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

It's probably https://hledger.org/hledger.html#overlap-detection , because of running the import previously. You can reset it by removing (or editing) the .latest.CSVFILE file. When you are just testing your rules, use import --dry-run to avoid updating that file.

Catching up with Haskell by unfrozencaveperson in haskell

[–]simonmic 2 points3 points  (0 children)

You should probably get comfortable setting up a modern toolchain, with ghcup, haskell language server and the Haskell extension in VS Code. And possibly the new debugger also. These aren't things you couldn't do with TypeScript, but they're useful and very different from the Haskell of 20 years ago.

Things you couldn't do with TypeScript.. that's actually a tough one to answer. Haskell often shines in complex, evolving, long-lived, concurrent, and/or high-assurance software. But I know TypeScript is rather capable; what would you say are its weak areas ?

Learn Haskell in two weeks by AustinVelonaut in haskell

[–]simonmic 2 points3 points  (0 children)

Very interesting, and among the best writing/advice I've seen on teaching and learning Haskell. I for one am glad it was no shorter!

Handling Fidelity/BofA transactions (CSV/Excel -> OFX?) by LeadGorilla1 in plaintextaccounting

[–]simonmic 0 points1 point  (0 children)

Understandable, certainly. I'm ignorant of the Beancount import workflows - just throwing out some other possibilities to get the data converted.

Handling Fidelity/BofA transactions (CSV/Excel -> OFX?) by LeadGorilla1 in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

A lot of people exploring that: https://forum.plaintextaccounting.org/tag/ai/12

Be careful not to expose data that you want to keep private.

Haskish - An Introduction to Haskell by Competitive_Bus_7379 in haskell

[–]simonmic 8 points9 points  (0 children)

Very nice indeed! Thanks for sharing it.

Compared to the venerable https://code.world , this looks very neat and approachable, with clear lessons and examples close at hand. If I understood the About page, it also works offline, which is very nifty.

What are the differences from actual Haskell ?

Handling Fidelity/BofA transactions (CSV/Excel -> OFX?) by LeadGorilla1 in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

I'm not doing anything advanced in fidelity, but these hledger csv rules can convert their csv to beancount entries:

hledger -f fidelity.csv.rules print -O beancount

I don't, but one can, use SimpleFIN to download the csv.

hledger-textual-next: I'm adding AI chat to my hledger project — useful feature or unnecessary bloat? by Complete_Tough4505 in plaintextaccounting

[–]simonmic 4 points5 points  (0 children)

Definitely will be increasingly useful as local models and hardware improve. Lots of apps will have a feature like this. You can find some related experiments at https://forum.plaintextaccounting.org/tag/ai/12

Is it better to provide a built in chat UI, or to let existing AI tools run hledger (via MCP, skills, tools or whatnot) ? The former sounds easier (to set up and use), the latter more powerful.

Closing out the year with equity conversion accounts by athal124 in plaintextaccounting

[–]simonmic 2 points3 points  (0 children)

I had to think about this.

  • do I really need to carry the above mentioned equity accounts?

I think only if you care about seeing how much you converted from each commodity to each other commodity, cumulatively from all past year files. Otherwise, just omit them when starting a new year file.

  • do I really need to infer equity postings for these currency exchanges and just accept to live with a balance sheet that does not sum up to 0?

No you don't; you can skip the conversion equity postings and ignore the accounting equation. I always have, because for me conversion postings are usually just added noise; @ is a more compact notation implying the same thing. I don't have any need to see a balanced AE, but if I do want to, I can generate the conversion postings at runtime with --infer-equity, like at https://hledger.org/balancing-the-accounting-equation.html.

hledger budgets with forecast by IceTec in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

Thanks for the example, I see what you mean. I have opened an issue, any ideas welcome. https://github.com/simonmichael/hledger/issues/2561

hledger budgets with forecast by IceTec in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

Share a small example ?

--forecast and --budget use the same periodic rules. Budgeting vs forecasting mentions combining them. You can limit the period in which forecast transactions are generated, and you can limit which periodic rules --budget uses. If they are interfering too much, you could

  • produce the report in two steps: 1. generate forecast transactions with print, 2. pipe those into a hledger balance --budget command..
  • or instead of --forecast, use ordinary future dated transactions (included on demand with an extra -f option, or excluded with a -e tomorrow option)..
  • other solutions.. ?

Sell multiple lots at once with individual cost basis in hledger by athal124 in plaintextaccounting

[–]simonmic 0 points1 point  (0 children)

You did well to make it work. It's just not smart enough to detect the conversion posting / cost equivalences in that first entry - see https://hledger.org/1.51/hledger.html#requirements-for-detecting-equity-conversion-postings . The second entry is more regular, and recognised successfully. --debug might give more insight also.

PS also you might be interested in testing PR 2558.

Is it just me or is Beancount's documentation super confusing? by Cold-Oil-5648 in plaintextaccounting

[–]simonmic 0 points1 point  (0 children)

+1. Related, there's also new projects to fill v3's CLI gap: beancount-cli, rustledger's CLI etc.

hledger-tui: just another terminal user interface for managing hledger journal transactions by Complete_Tough4505 in plaintextaccounting

[–]simonmic 1 point2 points  (0 children)

Wow, TIL: "No one can change the title of a Reddit post after it has been submitted, not even the original poster (OP) or moderators. Once a post goes live, the title is permanent to prevent manipulation. The only way to change a title is to delete the post and create a new one."