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 partnerjust my-expenses
: my personal discretional expenses (excluding taxes…)just is
: my overall inconmestatementjust 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 :).
After 8 months, the lemmy PTA community is quite quiet. Perhaps Discourse is a better solution to move people from Reddit, Email lists…