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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 B
by girishso 3y ago
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 (Apr-1 till Mar-31 in India).
- 5ol 3y agoYou 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.
- girishso 3y agoThat's terrific, thank you!
- simonmic 3y agoHere's a trick for reporting your transfers https://www.reddit.com/r/plaintextaccounting/comments/16d2xkg/add_monthly_mortgage_payment_to_incomestatement/ https://www.reddit.com/r/plaintextaccounting/comments/16d2xk... (alias the account names to expenses/revenues temporarily).
- freitzkriesler2 3y agoWhoever down voted me can suck a fat bag of d1cks. The trick with making excel work is treating your finances like a company with assets and liabilities. Build out your balance sheets, list it out, and compute it.
- 2Gkashmiri 3y agohave you tried something like gnukhata? it should work out for you i suppose