Thanks for your input Colin. I was thinking about doing something very simple and barebones. Akin to having job that extracts and parses daily transaction reports from the company's bank account into the main ledger data file.
I imagine some of the transactions would be easy to automate as writing them into the proper category: repeat customers, periodic fees of subscribed services, etc. The "new" transactions would always be a mistery on which category they should be parsed, so they would go into a "to insert manually later" file that we would hsve to take a look from time to time. It would be impossible to automate book-keeping 100% this way, but if we could at least eliminate having to manually insert the predictable ones (server costs, office costs, salaries) I believe it would save us some buraucracy. What do you think? On Wed, 17 Feb 2021, 05:28 Colin Dean, <c...@cad.cx> wrote: > I've got some custom code in a Sinatra app written in Ruby that's taking > Stripe webhook posts, transforming them into Ledger records, and submitting > them as PRs on a GitLab repo. It's slick... when it works. GitLab's "merge > on successful CI build" doesn't always work and multiple open PRs turn into > a merge conflict exponential nightmare. The downside is that Stripe doesn't > seem to include fee information on these posts so I have to go back into > Stripe once in a while to look up fees. It's not so bad for the ~5-10 txns > per month I see normally but when there are bursts of 40-50 in a month, > it's another task on the procrastination pile. > > Most of my "automation" is using ledger-autosync to *manually* monthly or > quarterly sync CSVs, etc. I downloaded and cleaned up. I have only one > financial institution in my life that provides clean CSV output, sigh. > > On Tuesday, February 16, 2021 at 7:40:30 AM UTC-5 Tom.PLAA wrote: > >> Hello everyone, >> >> I've recently come across ledger and the concept of PTA and I amvery >> intrigued. >> >> As I am not an experienced programmer nor have a software engineering >> background, I am eager to see your opinions on how realistic it is to use >> ledger (or one of its brothers) to help industrialize accounting and/or >> book-keeping for a small business. >> My idea is roughly to use ledger as the "backend" and find some way to >> automate most of the data insertions - maybe by parsing bank extracts and >> automating the "add" function to the main transaction data file (thinking >> about using it as a single file for all book-keeping now, as suggested in >> the hledger FAQ). >> >> My main goals for this particular task are: >> >> 1. Spend zero money on accounting software and use something I can >> read the code of; >> 2. Minimize manual transaction recording and general book-keeping >> tasks; >> 3. Be able to produce clean reports and export data to give to an >> accountant (hoping I can strike some deal where an accountant will lower >> the fees if I provide clean data and reduce their worload). >> >> As this been done, and if so, how feasible is it to maintain? >> >> Is ledger a good choice for the tasks mentioned above, or is hledger (or >> another project) better suited for this? >> >> >> Thank you for the attention, >> >> Tomás >> >> >> -- > > --- > You received this message because you are subscribed to a topic in the > Google Groups "Ledger" group. > To unsubscribe from this topic, visit > https://groups.google.com/d/topic/ledger-cli/ODCt1PM1oJc/unsubscribe. > To unsubscribe from this group and all its topics, send an email to > ledger-cli+unsubscr...@googlegroups.com. > To view this discussion on the web visit > https://groups.google.com/d/msgid/ledger-cli/cca73f98-00f3-4e73-b3eb-c85d1ea9c835n%40googlegroups.com > <https://groups.google.com/d/msgid/ledger-cli/cca73f98-00f3-4e73-b3eb-c85d1ea9c835n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/CABO43G1poiUa1Dj7Khv05LLeo63ydYDoWU72qufWeNzaj2atpA%40mail.gmail.com.
