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Show HN: Paisa – Open-Source Personal Finance Manager

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Re: Show HN: Paisa – Open-Source Personal Finance Manager

#281

Post by simonmic »

girishso wrote: post #110
freitzkriesler2 wrote: post #3

I honestly just use excel but that's because I use it as a book of record for receipts as well. Since you're looking for open source alternatives, OpenOffice would fill that need.

I tried Excel few years back, it’s only easy when all you are tracking is income and expenses. But when you buy some stocks or MFs, the amount is debited from Bank but it’s not really an “expense”. And good luck tracking fund flows between your own accounts. I’ve finally settled on hledger for now. There’s some issues, mainly the reports are generated by calendar year, there’s no support for Financial Year reports (A…

Here's a trick for reporting your transfers https://www.reddit.com/r/plaintextaccounting/comments/16d2xk... (alias the account names to expenses/revenues temporarily).

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#282

Post by skowalak »

simonmic wrote: post #279
skowalak wrote: post #250

Earlier quoted context omitted.

I made the switch to hledger about two years ago and I have struggled using the command line to input my transactions. Right now I use my text editor (nvim) and a snippet engine for my common / recurring transactions. This may be a little more work than just setting everything up to work automatically, but I like it. For reporting, there are some tools which can help with that, I used to use hreports [0], but have si…

Too opinionated ? I'd be interested in examples of that.

I did say "opinionated", not "too opinionated" and I believe that is a fair characterization, would you not agree?

Anyway, thanks for all your work on hledger and pta in general, Simon!

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#283

Post by ananthakumaran »

OJFord wrote: post #263

This is really weird for me, a few years ago I was trying to build exactly this - as in same ledger-based, local-first/only etc. decisions - only difference really was that I never got as far as visualisations, and faffed about with PDF->ledger instead until I lost motivation for the project. Very nice to see! I look forward to trying this out properly soon. I recommend not bothering with PDFs, OCR errors however occ…

It does have PDF import support, I am using pdf.js to extract data and it works decently from what I have tested.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#284

Post by simonmic »

skowalak wrote: post #282
simonmic wrote: post #279

Earlier quoted context omitted.

Too opinionated ? I'd be interested in examples of that.

I did say "opinionated", not "too opinionated" and I believe that is a fair characterization, would you not agree? Anyway, thanks for all your work on hledger and pta in general, Simon!

"although" made me think it might be too opinionated in places I should review. No matter, whatever you think of it is fair. Thanks!

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#286

Post by rmuratov »

kilolympus wrote: post #278
rmuratov wrote: post #229

Earlier quoted context omitted.

I use hledger and I enter everything by hand. I used to dread it too. But actually, in normal life, the volume of daily transactions is not that large. Besides, filling out a journal disciplines you. And VS Code does autocomplete for accounts and payees.

Can I ask how you get the autocomplete in VS Code? I've never managed to find an extension that does this, and by default the autocomplete only works on previously seen words (so it gets split by the colons in account names)

I did nothing. It just works out of the box for me.

But. I keep my journal files in a folder and open it using the VS Code project file.

File's name is ledger.code-workspace

{ "folders": [{ "path": "/path/to/journal/directory" }] }

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#287

Post by rmuratov »

kilolympus wrote: post #278
rmuratov wrote: post #229

Earlier quoted context omitted.

I use hledger and I enter everything by hand. I used to dread it too. But actually, in normal life, the volume of daily transactions is not that large. Besides, filling out a journal disciplines you. And VS Code does autocomplete for accounts and payees.

Can I ask how you get the autocomplete in VS Code? I've never managed to find an extension that does this, and by default the autocomplete only works on previously seen words (so it gets split by the colons in account names)

> only works on previously seen words

Yes, that's just it. I do not use anything like a language server.

Re: Show HN: Paisa – Open-Source Personal Finance Manager

#288

Post by girishso »

5ol wrote: post #274
girishso wrote: post #110

Earlier quoted context omitted.

I tried Excel few years back, it’s only easy when all you are tracking is income and expenses. But when you buy some stocks or MFs, the amount is debited from Bank but it’s not really an “expense”. And good luck tracking fund flows between your own accounts. I’ve finally settled on hledger for now. There’s some issues, mainly the reports are generated by calendar year, there’s no support for Financial Year reports (A…

You can do this in a few ways, depending on what exactly you want to do: 1. Using period reporting feature (`-p`): hledger bse -p "yearly from 2019-04" --depth=2 --layout=bare -e 2022-04-01 -X₹ 2. Separating journals into April 1 – March 31 financial years. 3. Using `-b` and `-e` to demarcate begin and end dates when generating reports.

That's terrific, thank you!
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