diff --git a/npo-ledger-cli-tutorial.md b/npo-ledger-cli-tutorial.md index 35ea4f5cedd0922e48cd4ed938ba5b413eb51b0f..d808d0e713bc5504c9a01fd98f47ede5cd37aede 100644 --- a/npo-ledger-cli-tutorial.md +++ b/npo-ledger-cli-tutorial.md @@ -261,6 +261,18 @@ relatively simple change to `config-tags.ledger`, though, to support other income types, or to change it entirely to handle use-cases other than USA Form 990 filing. +#### Program Tag + +The `Program` tag is used primarily to track program activity for `Income:` +and `Expense:` accounts. This allows for knowing what particular initiative +initiated the income (e.g., a specific fundraising campaign) and/or what +particular program activity an expense is toward (e.g., funding travel to +some specific conference). + +The Program tag is always a string with the same format as a Ledger CLI +account (primarily for use with Ledger CLI's `--pivot` and `--group-by`, +[as described later](#testing-program-success). + ### Expense Account Documentation Each Expense account entries need to be tagged with an @@ -312,6 +324,26 @@ However, going forward, you'd likely never enter anything the ledger the Expense did/should occur. This use of `NEVER CHARGED` in the payee is thus deprecated. +Analysis of the Data +-------------------- + +If this methodology is followed, Ledger can be used to analyze the financial +data for the organization. + +### Testing Program Success + +If you use the [`Program`](#program-tag) tag effectively, you can easily test +the successes of various fundraising programs with a command like this: + + $ ledger -f accounts/books.ledger --pivot Program bal '/^Income/' + +Meanwhile, using the [`Program`](#program-tag) tag for Expenses can help +track what programs are costing with commands like hese: + + $ ledger -f accounts/books.ledger --group-by 'tag("Program")' reg '/^Expense/' + +FIXME: example output + Copyright and License of This File ----------------------------------