QUESTION: tags, reports, multiple contributors, virtual accounts, how to do it simply? about hledger-flow HOT 2 CLOSED

Hi @apauley, thank you for your reply.

Tags are put into comments, so if you want a rule in your rules file to generate a tag

OK, so if I want to use a column in my CSV file for tags, I should have the rules include a comment field and use that. Thank you for clarifying!

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Hi @ketzacoatl !

Sorry for only getting back to you now. Let me see if I can answer some of your questions.

Tags

Tags are put into comments, so if you want a rule in your rules file to generate a tag you can do something like this:

An.*Example.*Regex
  comment tagname:tagvalue
  account2 expenses:SomeExpense

https://hledger.org/journal.html#tags
https://hledger.org/tags-tutorial.html
https://hledger.org/csv.html

Projects

I'm assuming you're not talking about bank accounts, those are separated with owner/bank/account structure mentioned in the hledger-flow docs. If your project is something like a business, you probably have a dedicated bank account with its own statements.

Based on what I imagine a project might be, I'd choose specific accounts where I could then just use normal hledger queries to show me the totals I want.

if
Example.*Regex1
  account2 expenses:Projects:BikeShed

if
Example.*Regex2
  account2 expenses:Projects:TakeOverTheWorld

Then you'll be able to see how much your projects in total cost you, or drill down into a specific project.

Invoicing

I've never done this, but I see on the upstream hledger project site there is some docs:
https://hledger.org/invoicing.html

I've also seen people mention invoicing on the hledger mailing list:
https://hledger.org/index.html#help

More Tags

It could be that tags may help you out, but I'm not sure.

I'd suggest trying it out and see.
https://hledger.org/tags-tutorial.html

For questions like these I think you'll probably get much better answers on the hledger mailing list or chat room.
You could also have a look at the ledger-cli mailing list, there's some activity there as well.

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