Use “The accounts” in Recued. Every account with its id — what you post to, and what anything else in this workflow needs before it can name one.
The accounts
Use “The accounts” in Recued. Every account with its id — what you post to, and what anything else in this workflow needs before it can name one.
Complete workflow
Ledger book
16 pinned recipes
Use Ledger book in Recued for accounting, double entry, budget, and records. It includes 44 built-in actions and 15 ready-to-run workflows. Actions that change data use Recued's approval controls.
You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.
Use “Records runtime” in Recued. It helps you complete this workflow using the connections and settings you choose.
Use “The tags” in Recued. Every tag with its id and how deep it sits — the trees you can spend against, and the ids the rest of the pack takes.
Use “What it all comes to” in Recued. Each currency's balance read exactly, then converted at rates you give and added up.
Use “Every budget at once” in Recued. All your budgets for a period, each counting everything under its tag — in four queries, however many budgets you have.
Use “How a budget is doing” in Recued. What a budget has left, counting everything under its tag at any depth.
Show all 16 recipes
Use “What went under a tag” in Recued. Everything spent under one tag, including every tag beneath it, at any depth.
Use “The lines under a tag” in Recued. Every transaction line under a tag and everything beneath it — the lines themselves, not a total. With a CSV to copy.
Use “Open an account” in Recued. Adds an account to your chart. Its currency is fixed here and every line posted to it inherits it.
Use “Post an entry” in Recued. One entry, any number of legs, written in a single all-or-nothing transaction. It will not post unless the legs sum to zero.
Use “Add a tag” in Recued. Adds a tag anywhere in your tree, at any depth. The tag and its place in the tree are written together or not at all.
Use “Tag a month of lines” in Recued. One tree at a time: every line in a period on one page, with a picker in the tag cell.
Use “Tag a transaction line” in Recued. Sets which tags a line belongs to, one per tree. Each tag and every tag above it counts the full amount.
Use “Set a budget” in Recued. A cap on a tag for one period. It counts everything under that tag, at any depth.
Use “Move a tag” in Recued. Puts a tag inside a different one. Everything recorded under it follows automatically — no transaction is rewritten.
Use “Delete a tag” in Recued. Removes a tag and everything beneath it. Refuses while anything is still tagged with it.
Why this exists as its own recipe
Almost everything here names an account: post-batch puts one on every line, set-budget can scope a cap to one, tag-lines filters a page by one. None of them can tell you what your accounts are called, so without this the id has to come from somewhere else — and when the caller is an AI rather than a person at a screen, "somewhere else" means invented.
⛔ The id column is the point of the page. A list of account NAMES would read fine and be useless as an argument — post-batch matches on id, and a name is not one. Every row here shows the id you would actually pass.
What it shows
One row per account: the id, its name, what kind it is, and its currency.
⚠ The currency is fixed per account and is not a display preference. Every line posted to an account is in that currency, so it is the thing that decides whether two accounts can appear in one total. combined-balance is the recipe that spans them, and it is explicit about converting.
⛔ Closed accounts are hidden unless you ask for them. They still hold history, so they are still valid on a read — but offering them by default on the list you pick from invites posting new lines into an account you closed on purpose. The count of hidden ones is shown so you know the page is not everything.
Limits
⛔ At most 200 accounts. If the page comes back full it says so rather than implying it is complete — a truncated list of accounts is indistinguishable from a short chart of accounts, and you would pick from it believing you had seen all of it.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (14 steps)
want_all
compare
Check if setting include closed equals true
search
?
search_open
?
skip: step.want_all equal true
defaults
defaults
Apply defaults
shown
ternary
Apply ternary
shown_count
count
Count items in shown
closed_rows
filter
Filter by condition
closed_seen
count
Count items in closed rows
selected_cursor
ternary
Apply ternary
page_full
compare
Check if selected cursor has data
truncated_note
ternary
Apply ternary
sorted
sort
Sort by kind
table
to_table
Format results as a data table
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
limit
setting
=
200
include closed
setting
=
false