Start here: https://www.ledger-cli.org/3.0/doc/ledger3.html https://www.ledger-cli.org/3.0/doc/ledger3.html In particular section 3 answers some of your questi

Start here: https://www.ledger-cli.org/3.0/doc/ledger3.html https://www.ledger-cli.org/3.0/doc/ledger3.html In particular section 3 answers some of your questions. I tend to not keep things in order on the go, but I do organize things when I really need to understand my finances (e.g. when deciding if I should buy a house, take a new job, move countries) > How do you deal with interest? Interest paid are expenses, interest received is income. > How do you deal with Cash? For petty cash, just treat it as its own expense category (i.e. consider the money spent as you withdraw it). For larger amounts, just treat it as an account in assets. > How do you keep your bank statements? I use CSV export, and this: http://hledger.org/csv-import.html http://hledger.org/csv-import.html Bank statements don't always tell the whole story. E.g. for my mortgage payments and my salary, I break these down further (e.g. bank statement only reflects net pay). They're usually the same, so often you can copy last month's record and just adjust the numbers. > How do you convert your balance sheet into a tax filing compatible format? You don't. Is the tax interested in your assets/liabilities? Generally I use ledger to verify my income statments (W-2 in the US) match what I actually received, and that interest-payment statements from my bank and lender do too. If I have costs to deduct, I keep those in separate expense accounts in ledger. > How do you track small expenses on the go? I don't bother if its cash (which I don't use much). For card transactions, I broadly categorize them according to the description that the bank gives me.