How to keep track of shared expenses/ IOU's / invoices via hledger

[Tony Xiao]

I share a house with a bunch of people. I common need I have is to charge
other people for shared expenses. So I keep an Account Receivables:Person X account
for each person. Each time I charge them something, I add to their A/R
account and each time they paid me, i deduct from the A/R account.

When I actually tell them to pay me however, they want to know the exact
list of items they are being charged for. This is currently very difficult
to do. I would output csv via hledger registry and manually filter
transactions that are matching each other so that I end up with only the
list of charges that has not been paid. Is there an easier way to do this?
I think this is related to the idea of Invoice, for those keeping track of
invoices via hledger, how do you get your list of unpaid invoices?

[Christian G. Warden]

I use the pending status, !, to record unpaid invoices. I remove the
flag upon payment.

Christian

Post by Tony Xiao
I share a house with a bunch of people. I common need I have is to charge
other people for shared expenses. So I keep an Account Receivables:Person X account
for each person. Each time I charge them something, I add to their A/R
account and each time they paid me, i deduct from the A/R account.
When I actually tell them to pay me however, they want to know the exact
list of items they are being charged for. This is currently very difficult
to do. I would output csv via hledger registry and manually filter
transactions that are matching each other so that I end up with only the
list of charges that has not been paid. Is there an easier way to do this?
I think this is related to the idea of Invoice, for those keeping track of
invoices via hledger, how do you get your list of unpaid invoices?
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[Simon Michael]

I share a house with a bunch of people. I common need I have is to charge other people for shared expenses. So I keep an Account Receivables:Person X account for each person. Each time I charge them something, I add to their A/R account and each time they paid me, i deduct from the A/R account.
When I actually tell them to pay me however, they want to know the exact list of items they are being charged for. This is currently very difficult to do. I would output csv via hledger registry and manually filter transactions that are matching each other so that I end up with only the list of charges that has not been paid. Is there an easier way to do this? I think this is related to the idea of Invoice, for those keeping track of invoices via hledger, how do you get your list of unpaid invoices?

Anything useful at https://plaintextaccounting.org/#shared-expenses ?

Here's what I currently do for two people, FWIW. I split shared household expenses into two postings, eg assets:checking -> expenses:groceries & -> assets:receivable:household (my portion and her portion). Also I record a monthly adjustment from her spending (not tracked in my ledger) which reduces the receivable. When its balance is positive, she owes, or it can go negative, then I owe. You might call it liabilities:payable:household if it's more often negative. Every month I look at the register for this account and copy those transactions into a shared spreadsheet for transparency.

To track payment status, you could use the status flag as mentioned. Another way is to use subaccounts. Eg I could use liabilities:payable:household:MONTH instead, and the balance of each MONTH account tells me if it has been paid or not.

[Tony Xiao]

What if the splits are generated via automated postings? How would you change pending status or change the account name?

---
Tony

Post by Tony Xiao
I share a house with a bunch of people. I common need I have is to charge
other people for shared expenses. So I keep an Account Receivables:Person
X account for each person. Each time I charge them something, I add to
their A/R account and each time they paid me, i deduct from the A/R
account.
When I actually tell them to pay me however, they want to know the exact
list of items they are being charged for. This is currently very difficult
to do. I would output csv via hledger registry and manually filter
transactions that are matching each other so that I end up with only the
list of charges that has not been paid. Is there an easier way to do this?
I think this is related to the idea of Invoice, for those keeping track of
invoices via hledger, how do you get your list of unpaid invoices?

Anything useful at https:/ / plaintextaccounting. org/ #shared-expenses (
https://plaintextaccounting.org/#shared-expenses ) ?
Here's what I currently do for two people, FWIW. I split shared household
expenses into two postings, eg assets:checking -> expenses:groceries & ->
assets:receivable:household (my portion and her portion). Also I record a
monthly adjustment from her spending (not tracked in my ledger) which
reduces the receivable. When its balance is positive, she owes, or it can
go negative, then I owe. You might call it liabilities:payable:household
if it's more often negative. Every month I look at the register for this
account and copy those transactions into a shared spreadsheet for
transparency.
To track payment status, you could use the status flag as mentioned.
Another way is to use subaccounts. Eg I could use
liabilities:payable:household:MONTH instead, and the balance of each MONTH
account tells me if it has been paid or not.
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[Tony Xiao]

Quick bump here. 

---
Tony

Post by Tony Xiao
What if the splits are generated via automated postings? How would you
change pending status or change the account name?
---
Tony

Post by Tony Xiao
I share a house with a bunch of people. I common need I have is to charge
other people for shared expenses. So I keep an Account Receivables:Person
X account for each person. Each time I charge them something, I add to
their A/R account and each time they paid me, i deduct from the A/R
account.
When I actually tell them to pay me however, they want to know the exact
list of items they are being charged for. This is currently very difficult
to do. I would output csv via hledger registry and manually filter
transactions that are matching each other so that I end up with only the
list of charges that has not been paid. Is there an easier way to do this?
I think this is related to the idea of Invoice, for those keeping track of
invoices via hledger, how do you get your list of unpaid invoices?

Anything useful at https:/ / plaintextaccounting. org/ #shared-expenses (
https://plaintextaccounting.org/#shared-expenses ) ?
Here's what I currently do for two people, FWIW. I split shared household
expenses into two postings, eg assets:checking -> expenses:groceries & ->
assets:receivable:household (my portion and her portion). Also I record a
monthly adjustment from her spending (not tracked in my ledger) which
reduces the receivable. When its balance is positive, she owes, or it can
go negative, then I owe. You might call it liabilities:payable:household
if it's more often negative. Every month I look at the register for this
account and copy those transactions into a shared spreadsheet for
transparency.
To track payment status, you could use the status flag as mentioned.
Another way is to use subaccounts. Eg I could use
liabilities:payable:household:MONTH instead, and the balance of each MONTH
account tells me if it has been paid or not.
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[Simon Michael]

Hi Tony,

What are the goals again ? As concise bullet points. And if you have one, what’s a minimal example of your journal so far.

Post by Tony Xiao
Quick bump here.
---
Tony
What if the splits are generated via automated postings? How would you change pending status or change the account name?
---
Tony

I share a house with a bunch of people. I common need I have is to charge other people for shared expenses. So I keep an Account Receivables:Person X account for each person. Each time I charge them something, I add to their A/R account and each time they paid me, i deduct from the A/R account.
When I actually tell them to pay me however, they want to know the exact list of items they are being charged for. This is currently very difficult to do. I would output csv via hledger registry and manually filter transactions that are matching each other so that I end up with only the list of charges that has not been paid. Is there an easier way to do this? I think this is related to the idea of Invoice, for those keeping track of invoices via hledger, how do you get your list of unpaid invoices?

Anything useful at https://plaintextaccounting.org/#shared-expenses <https://plaintextaccounting.org/#shared-expenses> ?
Here's what I currently do for two people, FWIW. I split shared household expenses into two postings, eg assets:checking -> expenses:groceries & -> assets:receivable:household (my portion and her portion). Also I record a monthly adjustment from her spending (not tracked in my ledger) which reduces the receivable. When its balance is positive, she owes, or it can go negative, then I owe. You might call it liabilities:payable:household if it's more often negative. Every month I look at the register for this account and copy those transactions into a shared spreadsheet for transparency.
To track payment status, you could use the status flag as mentioned. Another way is to use subaccounts. Eg I could use liabilities:payable:household:MONTH instead, and the balance of each MONTH account tells me if it has been paid or not.
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