Plain Text Accounting with Emacs โ Part 3
My journey into using Hledger with Emacs to track my share investments continues. Last Time I looked at a way to track shares using a plain text file. Since then I have made some tweaks to my workflow as I gain more experience:
- naming conventions that support multiple stock brokers
- booking brokerage fees in a better way to support the Australian tax system.
Naming convention
Over the past month I was not overly impressed with my existing stock broker, which led me to explore other stock brokers that may offer a more reliable service at a cheaper rate. It is expensive to transfer stocks over to a new broker, so I decided to cap further investment at my current broker and instead make any new purchases at a different broker. This meant that I would need an account structure that lets me easily identify which share lots were purchased through which broker.