Filter Ledger Transactions using Tags

I have been testing using Ledger-Cli to track my expenses, so far I have found the tagging system useful. In my ledger journal, each transaction is associated with a project, for example, the below transaction is assigned to project “2024 Monitor Stand”

2024-12-08 Screwfix
    ; project: 2024 Monitor Stand
    Expenses:HomeImprovement:Tools            £ 4.99 
    Expenses:HomeImprovement:PPE             £ 19.98 
    Expenses:HomeImprovement:PPE             £ 14.99 
    ; :refund:
    Assets:Amex

This constraint I came up with helps avoid meaningless spending on new shiny tools. Operationally, imposing this limitation on my book provides flexible ways of querying the data.

For example, bring up the transactions that do not have projects assigned to:

 
ledger reg exp and "expr" "not has_meta('project')" \
       --format "| %(date) | %P | %(amount) | %(note) |\n"

There is only one post that I forgot to add the project tag, so pretty good.

A bit of explanation of the ledger-cli query syntax

• exp: check only accounts contain ‘exp’, in the ledger’s convention, it is all expending accounts, i.e. Expense::*
• expr: invoke filters using expressions
• has_meta(‘project’): check if the transactions have the metadata key ‘project’
• and, not: logical operators
• –format: specify the output formatting

Another use case is counting the number of transactions per project. I use the number of purchased items as a proxy to gauge the project size.

 
ledger reg exp and "expr" "has_meta('project')" \
       --format "%(meta('project'))\n"  \
       | sort |  uniq -c | sort -bgr

The data shows the “2024 Loft Lights” project is by far the largest . That was a simple project by itself, however, since that was my first electrical project, I had to purchase a lot of stuff, 1.5mm cables, clamps, grommets, connectors, switches, sockets etc.

Finally, I have the “refund” tag so I can flag up the items to remind of myself to check if I received the refund fully.

 
ledger reg "expr" "has_tag('refund')" \
        --format "| %(date) | %P | %(amount) | %(note) |\n"

So far I enjoyed the plain text accounting using ledger-cli. The format and syntax are simple, and yet I can do complicated queries.