marekjm/maelkum-ledger

What I use to keep track of personal finance

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README

Maelkum's ledger

A simple tool to keep track of expenses and revnues. Based on accounts and transactions.

# Open accounts
open account 2019-08-01 asset bank.main_account
    balance: 0.00 PLN
with
    main
    overview
end
open account 2019-08-01 asset bank.savings_account
    balance: 100.00 PLN
with
    overview
end

# Set a balance on them
balance 2019-08-01
    asset/bank.main_account 1000.00 PLN
end

# Set a spending limit to keep you expenses in check
set budget 50.0 %

# Record revenues :-)
rx 2019-08-01T09:42 Salary
    EMPLOYER
    asset/bank.main_account 1000.00 PLN
end

# Record expenses :-(
ex 2019-08-01T12:48
    asset/bank.main_account -15.00 PLN
    BEST ASIAN FOOD PLACE IN TOWN
end

# Record transfers between your own accounts :-|
tx 2019-08-01T13:37
    asset/bank.main_account    -100.00 PLN
    asset/bank.savings_account  100.00 PLN
end

# Record revenues in the future
rx 2022-06-14T12:00 Summer bonus
    asset/bank.main_account 1.00 PLN
    EMPLOYER
with
    effective_date: 2022-07-01T00:00
end

# Record currency changes
tx 2022-06-29T12:00
    asset/bank.eur -1.00 EUR
    asset/bank.pln  4.69 PLN
with
    rate: EUR/PLN 4.6900
end

# Record equity transactions...
tx 2022-06-29T12:00
    asset/broker.usd       -3.00 USD
    equity/broker.EXCHANGE  2.00 USD
with
    shares: COMPANY 1
    fee: -1.00 USD
    intermediary: BROKER INC.
end

# dividends...
dividend 2022-06-29T12:01
    asset/broker.usd 1.00 USD
    equity/broker.EXCHANGE COMPANY
end

# ...and share price changes.
balance 2022-06-29T12:02
    equity/broker.EXCHANGE COMPANY 1.00 USD
end

Copyright and license

Copyright (C) 2019-2022 Marek Marecki

This is Free Software published under GNU GPL v3 license. See LICENSE for full text of the license and educate yourself about your rights.

Contributors

marekjm

Issues