Programs for reconciling data?

[scarp...@gmail.com]

(Apologies if this is a repeat -- I posted a day or two ago and haven't seen it shown up. If this doesn't speak well for my ability to manage using ledger, then, more apologies.)

I just found ledger and I love it already. I've started dual entering transactions with my old software, and my early experimentation shows it will work great for me.

While I'm looking forward to writing my own bash and python scripts for data entry and manipulation, I was wondering what might be out there already for reconciliation. I want to get something working sooner so I can let go of the old software.

Just something simple to balance my accounts against my statements -- preferably marking things pending and then cleared.

I've seen where you can use GnuCash and Emacs for things, but I don't want to use those.

Is there anything else I might try?

Thank you,

Scott

[Craig Earls]

Nice to see new users. I am partial to the emacs ledger-mode, since I
am the maintainer. That I know of there aren't any other robust
package out there for maintaining the ledger and doing
reconciliations. What editor are you planning on using?

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Craig, Corona De Tucson, AZ
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[Scott Carpenter]

Thanks, Craig. It's nice to find this community of committed users. I don't have any grudge against emacs, but I just fell in with a vim crowd when I started using Unix. :-)

I've been using Sublime to start this thing. I found the ledger syntax highlighter and with that and word-completion, it works well so far. I like hand entering that way. Later was thinking I might write a small program to quickly enter new transactions in my format from the cmd line. I'm using git which should help keep things from getting irretrievably corrupted.

I've budgeted in kmymoney by letting it show scheduled transactions 6 months into the future. Thinking I'll write a scheduler program and hold those future transactions in a separate file. That's not a priority.

So for now I'm thinking about how to balance the books with my credit card in a convenient way. I recently switched to a Mac and have determined I need to keep things more simple.

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[Simon Michael]

On 3/21/13 3:25 PM, Scott Carpenter wrote:
> I've been using Sublime to start this thing. I found the ledger syntax
> highlighter and with that and word-completion, it works well so far. I
> like hand entering that way.

I also usually find this - using an editor you're comfortable with,
hopefully with some support for ledger files, and copying/adapting
existing entries - the fastest way to enter stuff.

> Later was thinking I might write a small
> program to quickly enter new transactions in my format from the cmd
> line.

In this vein, you could try hledger's add command -
http://hledger.org/MANUAL.html#add . The unreleased version in darcs is
better (more forgiving of data entry errors).

[Craig Earls]

It looks like sublime has a python API, if ti didn't cost $70 I might
have a whack at supporting it.

[scarp...@gmail.com]

On Tuesday, March 26, 2013 6:58:12 PM UTC-5, Simon Michael (sm) wrote:

In this vein, you could try hledger's add command -
http://hledger.org/MANUAL.html#add . The unreleased version in darcs is
better (more forgiving of data entry errors).

Thanks, Simon -- that looks promising. 

[Abner Gershon]

I just want to share this quick tip because I have been using ledger for several years and used to reconcile my accounts by keeping open a "watch ledger -f file bal Acct:checking" terminal window.

 

My new method, which makes things much easier and quicker, is to keep at least 3 terminal windows open on my desktop: one to edit the data file using your editor of choice, one running the command: watch " ledger -f im.dat -C reg Acct:checking | tail -n16 ", and one running the command: watch " ledger -f im.dat -U reg Acct:checking | tail -n16 ".

 

The double quotes above are necessary to allow the "watch" command to apply to the "tail" pipe (no pun intended).

 

This allows me to see all of my recent reconciled transactions and usually all of my unreconciled transactions for any particular account. You can substitute your account of interest for Acct:checking obviously. You are shown a running balance for the account as well.

 

Please note that I am using version 2.6. I know I am overdue to upgrade.