Sovereign financial tracking using plaintext accounting (hledger/beancount).
Manage personal finances using the powerful, future-proof plaintext accounting method. This skill allows you to record transactions, check balances, and track budgets using hledger.
Append a new transaction to the journal.
Command:
# Format: Date Description Account1 Amount Account2
echo "2024-03-20 Grocery Store Expenses:Food:Groceries $50.00 Assets:Bank" >> main.ledger
Agent Tip: When a user says "I spent $50 on groceries", convert it to the Ledger format above.
View current processing of all accounts.
Command:
# Show balance report
hledger bal
# Show specific account (e.g., Food expenses)
hledger bal Expenses:Food
See the history of transactions for an account.
Command:
# List last 10 transactions for Bank
hledger reg Assets:Bank --tail 10
Check performance against defined monthly budgets.
Command:
# Requires --budget flag and defined budget rules in ledger file
hledger bal --budget
main.ledger Starter; Journal file for personal finance
; --- Accounts Configuration ---
account Assets:Bank
account Assets:Cash
account Liabilities:CreditCard
account Expenses:Food:Groceries
account Expenses:Food:Dining
account Expenses:Rent
account Income:Salary
; --- Budget Rules ---
~ Monthly
Expenses:Food:Groceries $400
Expenses:Food:Dining $150
; --- Opening Balances ---
2024-01-01 * Opening Balance
Assets:Bank $5000.00
Equity:OpeningBalances
Expenses:Food:Dining).