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.
Open an account
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.
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 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.
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.
Show all 16 recipes
Use “How a budget is doing” in Recued. What a budget has left, counting everything under its tag at any depth.
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 “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.
The currency lives here
⛔ An account's currency is the source of truth for every line posted to it. Nothing typing an entry gets to choose one — post-batch reads it from the accounts and refuses an entry whose legs disagree. That is why this is the only place it is set, and why it cannot be changed later: changing it would silently restate every amount already recorded against the account.
⚠ kind is a label, not a rule. Nothing enforces that an expense account only ever goes up — double entry is enforced on the entry, not on the account, and a refund really does move an expense account the other way.
Ids
⚠ The id is what every line points at, forever. Short and stable beats descriptive; the name is the part you can change.
How it works
Inspect the data fetches, transforms, gates, and output this recipe runs.
Process (15 steps)
account_id
trim
Trim whitespace from setting id
name
trim
Trim whitespace from setting name
kind_raw
trim
Trim whitespace from setting kind
kind
lowercase
Convert kind raw to lowercase
currency_raw
trim
Trim whitespace from setting currency
currency
uppercase
Convert currency raw to uppercase
inputs_ok
all
Check if all conditions are true
inputs_guard
guard
Stop if inputs ok equals
known_kind
compare
Check if kind is one of
kind_guard
guard
Stop if known kind equals
existing
?
taken
compare
Check if existing record id has data
taken_guard
guard
Stop if taken equals
create
?
card
to_summary
Format results as a summary card
Settings
Configurable at install. Defaults shown — change them anytime in Recued.
id
setting
=
[object Object]
kind
setting
=
expense
name
setting
=
[object Object]
currency
setting
=
GBP