Monthly Setup

../_images/Setup.png

Setup

Setup the ledger project environment. This ensures the right software is open, the right files are open, and things are going to be ready for work.

  1. Open password manager software.
  2. Enter the ledger project with project-workon ledger
  3. Load ledgers/inbox.ledger and ledgers/budget.ledger in editor.
  4. Load ledgers/YYYY/transfers.ledger in editor for transfers between accounts.
  5. Enter SublimeText 2-column mode with cmd-alt-2. Put the inbox on the right and everything else on the left.
  6. Open the interactive register with make ui so that all accounts can be viewed and historical transactions can be explored.

Next steps

Next read about Download Transactions.