plain text accounting

PTA apps

To do Plain Text Accounting, choose one of the apps below. Generally it's relatively easy to migrate data from one to another.

Editor plugins

Helpers which make your text editor or IDE more aware of PTA apps and file formats. These often also work well for PTA apps other than the one they are named for.

Atom language-ledger, ledger Emacs beancount-mode, hledger-mode, ledger-mode IntelliJ Ledger Plugin Nano scopatz/nanorc Sublime sublime-ledger-syntax TextMate Ledger.tmbundle VIM vim-ledger, vim-beancount, hledger-vim, cmp-beancount VS Code hledger-vscode, ledger, vscode-beancount

Data import/conversion

Additional helper tools complementing the PTA apps, by category.

• Ledger and hledger have CSV conversion built in. Also:
• bean-identify, bean-extract, bean-file - Beancount built-in tools
• banks2ledger - CSV to *ledger converter
• beancount-import web app/framework for converting various formats to beancount (python)
• beancount-ynab Import YNAB4 (legacy desktop-based version) into beancount
• beancount-ynab5 Import YNAB5 (cloud-based version) transactions into beancount
• buchhaltung CSV/FinTS/HBCI/OFX to *ledger conversion/deduplication (haskell)
• Costflow convert one line message to beancount/*ledger format
• csv2beancount CSV to beancount converter (clojure)
• CSV2Ledger CSV to *ledger converter (perl)
• double-entry-generator Rule-based double-entry bookkeeping importer (from Alipay/WeChat/Huobi etc. to Beancount)
• fints2ledger FinTS/HBCI to csv to *ledger or beancount journals (python)
• gcash2ledger.py GNUCash XML to *ledger converter (python)
• gnucash-to-beancount GNUCash sqlite to beancount converter (python)
• gnucash2ledger.py GNUCash sqlite to *ledger converter (python)
• grisbi2Ledger Grisbi to *ledger converter
• hledger-import-dsl alternate, programmable CSV converter for hledger
• hledger-to-influxdb hledger to InfluxDB converter (haskell)
• hledger2beancount hledger to beancount converter (haskell)
• homebank2ledger HomeBank to ledger and beancount converter (perl)
• icsvledger interactive CSV to *ledger converter (python)
• into-ledger CSV to *ledger converter
• invoice2data extract data from PDF invoices (python)
• jali downloader/importer to *ledger (python)
• kmymoney2hledger KMyMoney to *ledger converter (clojure)
• kmymoney2ledgers KMyMoney to *ledger/beancount converter (python)
• kmymoney2ledgers.awk KMyMoney to *ledger/beancount converter (Awk)
• ldgclip import bank transactions via the clipboard with one click (bash/awk)
• Ledger in Go has limport, a CSV to *ledger converter
• ledger-autosync OFX download, OFX to *ledger conversion, deduplication
• ledger-guesser neural network for generating entries like past ones, can be used with ledger-autosync (javascript)
• ledger-myexpenses MyExpenses android app sqlite db to *ledger conversion (python)
• ledger-to-beancount yet another simple ledger to beancount converter (python)
• ledger-tutorials convert Pete Keen's tutorials to ebook format
• ledger2beancount.py *ledger to beancount converter
• ledger2beancount/beancount2ledger the best converter between h/ledger and beancount formats (perl).
• moneymoney-ledger MoneyMoney export extension for *ledger
• outofit QuickBooks to *ledger converter
• piecash GNUCash SQL to *ledger converter (python)
• plaid2qif Download transactions from plaid as QIF or CSV files
• plaid2text Plaid API to *ledger/beancount download/conversion
• qb2ledger QuickBooks General Journal CSV to *ledger converter
• QIFtoLedger (Bank of America's) QIF to *ledger converter
• reckon smart interactive/non-interactive CSV to *ledger converter
• slc generates Ledger accounting entries, works with generic CSV files as well as the Stripe API
• smart_importer library for building smarter CSV to beancount/Fava converters
• total_recall CSV to *ledger converter
• ynab-to-ledger You Need A Budget (YNAB) to *ledger converter. Handles multiple currencies, multiple number formats, reconciliation, memos, transfers, and split transactions
• ynab_to_ledger You Need A Budget to *ledger converter

Price fetching

Data generation

• beancount-extract-price generate prices transactions based on your beancount ledger (python)
• DepreciateForLedger generate *ledger depreciation transactions (python)
• hledger-interest generate *ledger interest entries (haskell)
• ledgerbil schedule recurring txns, interactive reconcile, date sorting
• LedgerScheduler move entries from one file to another when they come due (python)
• lotter generate postings for capital gain/loss (go)
• recurring generate recurring *ledger entries (python)
• reorder-journal.sh sort hledger entries, preserving directives/comments at top of file (bash)
• sassetti adds lisp macros to ledger files (common lisp)

Reporting

• budget_report budget reporting with beancount (python)
• hledger-diff report differing transactions between two journals (haskell)
• hledger-irr calculate an account's internal rate of return (superseded by roi) (haskell)
• hledger-sankey Script + HTML files to plot income next to expense money flows from an hledger ledger file (shell + javascript)
• hledger-vega makes configurable vega-lite charts from hledger (shell)
• hreports customise hledger reports with templates and PDF output (python)
• ledger-plot interactive tool for making GNUplot charts from Ledger (python)
• ledger-plots R package & script to make charts from Ledger (R)
• ludget generate charts from Ledger (python)
• r-ledger an R package for reading and reporting on ledger/hledger/beancount files (R)
• TaxingLots calculates capital gains for a ledger journal (python)

Time logging

• org2tc org to timeclock converter
• on-modify.timetrack.py taskwarrior hook for timeclock output
• t ledger timeclock shellscript
• tim time logging/reporting tool using hledger
• timekeeping-template time logging/reporting examples/how-to using hledger
• tito time logging bash scripts that avoid double clock-in

UI, console

• bean-add interactive transaction entry tool (python)
• hledger add interactive transaction entry tool (builtin command)
• ladd create and edit a new *ledger transaction by fuzzy-matching past descriptions
• ldgr command line tool to add/sort/tag ledger files (ruby)
• ledger xact history-aware transaction generator (builtin command)

UI, curses

UI, GUI

• ledgerble reporting GUI with charts & adjustable reports (Javascript)
• ledgerhelpers misc. GUI tools + helper library (Python, GTK)
• Prudent integrated journal editing/importing/reporting GUI for Ledger (Javascript, mac only, closed source)

UI, web

• fava web UI for beancount browsing (python, demo)
• hledger-web web UI for *ledger browsing, data entry (haskell, demo, Sandstorm app)
• Ledger in Go web UI for browsing ledger transactions, reports, and porfolios
• Ledger Web ledger HTML reporting system (ruby, postgres)
• Ledger Web web UI/API for ledger browsing, data entry (python)
• ledger-analytics web UI for ledger data analytics (javascript)
• ledger-dashboard web UI for ledger browsing, data entry (python)
• ledger-pyreport web UI for standard accounting statements and unrealised gains (python)
• ledgeraccounting web UI for hledger: data entry, basic reports and budgets (javascript)
• ledgible web UI for ledger browsing, data entry (python)
• node-ledger-web web UI for ledger browsing (javascript)
• WealthPulse web UI for ledger browsing, price fetching (F#)

UI, mobile

API

• gledger Go package to interface with Ledger (go)
• hledger-lib library for parsing and generating reports from *ledger files (haskell)
• hledger-web the web app includes a JSON API server for *ledger files (haskell)
• ledgerhelpers extends Ledger's python library (python)
• node-hledger Node.js API for *ledger files (javascript)

Docs

Accounting

Plain Text Accounting

PTA app official docs

Ledger | hledger | Beancount | Ledger in Go | Tackler | pta

PTA app comparisons

Cheatsheets

Introductory docs

Presentations

Wiki/Cookbook

Videos

Articles & blog posts

In 2021

In 2020

In 2019

In 2018

In 2017

In 2016

In 2015

In 2014

In 2013

In 2012

In 2011

In 2010

In 2009

In 2006

News & discussion

Chat Matrix or IRC (bridged), app-specific chats Mail lists app-specific mail lists Twitter #plaintextaccounting, #ledgercli, #hledger, #beancount, @LedgerTips Reddit /r/plaintextaccounting Hacker News stories, comments Stack Exchange [ledger-cli], "ledger-cli", [hledger], "hledger"

(c) 2016-2022 Simon Michael & contributors | Send updates via github (latest changes)