free software, PTA and privacy enthusiast

MastodonMatrix

  • 12 Posts
  • 10 Comments
Joined 1 year ago
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Cake day: June 22nd, 2023

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  • I totally agree with you that PTA is a-must to control finances but it not easy to analyze or understand in depth the financial situation (something that goes beyond the monthly or anual expenses, revenues, p/l… ). But information is there in the journals.

    I also migrated to just and it was a big change. I can think about the most useful-complex reports and make them available with a simple command to never forget them. And even when the report is displayed, the hledger command is displayed so I can remember/verify the meaning of the report. I have a bunch of reports I use often:

    • just common-expenses: all the discretional expenses (excluding taxes…) with my partner
    • just my-expenses: my personal discretional expenses (excluding taxes…)
    • just is: my overall inconmestatement
    • just is-job: my incomestatement of all the expenses (including taxes) against the revenues of my job. This report gives me my savings and I like this report because I prefer to assign the revenues of my investments to the ROI of my investments.
    • just roi: hledger roi ROI report of my investments

    I tried hledger-vega but it was a bit complex to maintain and to modify, but savings graph was really clarifying. It help me to understand what was really a saving in my journal.

    I will check https://hledger.org/scripts.html#hledger-combine-balances and https://hledger.org/scripts.html#hledger-bar. hledger-combine-balances is the first report I was interested in :).