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jgalvez | 9 months ago

I was just checking it out.

         $2145.00  Assets:Checking
        $-1000.00  Equity:OpeningBalances
          $192.00  Expenses
           $65.00    Food:Groceries
          $127.00    Unknown
        $-1337.00  Income:Salary
  ---------------
               0
Nice, I missed that. I'll consider making it PTA-compatible!

Only issue I have is with the indentation-based subitems.

I'd rather keep it restricted to top-level groups for clarity.

discuss

order

mrngm|9 months ago

PTA is more or less a collection of formats. Beancount, for example, uses a colon-separated account name per transaction line, such as "Income:Work:PrimaryJob:HolidayAllowance" (excluding the quotes). There are a couple of fixed main accounts (such as "Income"), and the user can arbitrarily define subaccounts (in this example "Work:PrimaryJob:HolidayAllowance").

Although I see your point in wanting clarity, if the format supports arbitrary subaccounts, you can use the tool itself to limiting the number of subaccounts to show (e.g. with 1 you would only see the accumulated amount in all accounts in the "Income:Work" hierarchy). This still fits your use case for clarity, but allows other users to expand the budgeting tool to their needs.