mattbk / ledgerr Goto Github PK

Will list some as they come up.

• http://www.crantastic.org/packages/financial (more "financial market" than "bookkeeping")
• https://github.com/beancount/fava (not R, but may do everything I want, and more)

Since I want these reports to be used in Shiny, I should set up Shiny so I can think about the GUI.

Host for now: https://www.shinyapps.io/admin/#/dashboard

Using aggregate() makes things a lot simpler, but still need some functions to turn bookkeeping questions into aggregate() queries. What are the things we need to group or query by?

• class (in the Quickbooks sense; also could be called tag or category)
• account (in the QB/ledger sense; where the double-entry-ish part comes in)
• dates range
• Bank (maybe nonstandard; not sure how double-entry would do this; for now have one sheet for each bank)
• Type (from QB; not sure if this is necessary or not)
• Reconciliation.Status
• whether or not we want to include a total line item (function output, not aggregate() input)

Anything else?

Comparative queries on

• Debit
• Credit

Text search queries on

• Ref.No.
• Payee

- Memo

It's also possible that table filters could be used for some of these, but those probably aren't as easy to save/export.

Simple explanation of the steps.

Don't leave private Shiny.io information in the project. It should be contained in config.R or otherwise stored locally. This is so people without the link can't see actual bookkeeping info.

See https://gitlab.com/mattbk/ledgerr-endracing/issues/33.

Rather than naming them individually, if possible.

This excellent blog post by @hilaryparker explains how to do it: https://hilaryparker.com/2014/04/29/writing-an-r-package-from-scratch/