Configuration¶
There are two files that are used to control diamond-accounting
- syncrc
- ledgerrc
syncrc¶
Account numbers are difficult to remember so we store this information in syncrc
.
The file called etc/syncrc
is where you define how to sync from your .QFX files into your ledger accounts.
Ledger accounts have plain-language descriptions that are easier to work with than account numbers.
The format of etc/syncrc
looks like this:
[Financial ID] [last 4 digits of account] [ledger account name]
The following is an example for an account stored with my first bank. Here is an example for an account called “Checking” with an account number 56781234 - so I will use “1234” as the last 4 digits. The financial ID is 1 because this is my first bank.
1 1234 Assets:Bank:Checking
Here is longer example example with 3 accounts at my first bank and 1 account at a separate bank:
1 1234 Assets:Bank:Checking
1 2345 Assets:Bank:Debit
1 3456 Assets:Bank:Savings
2 0123 Liabilities:CreditCard
ledgerrc¶
diamond-accounting uses ledger-cli to do the heavy lifting. For ledger to work, this configuration file must point to your actual ledger files.
Install the ledgerrc in your home directory:
ln -s etc/ledgerrc ~/.ledgerrc
Then, ensure the contents of that file actually point to your main.ledger
.