arrobalytics/django-ledger

Django Ledger is a double entry accounting system built on the Django Web Framework.

accounting
bookkeeping
cashmanagement
django
django-application
django-framework
django-ledger
django-project
entities
finance
financial
financial-analysis-engine
forecasting
ledger-journal
quickbooks

django ledger logo

An Accounting, Bookkeeping & Financial Analysis Engine for the Django Framework.

Introducing Django Ledger, a powerful double entry accounting system designed for financially driven applications using the Django Web Framework. Developed by lead developer Miguel Sanda, this system offers a simplified, high-level API, making it easier for users to navigate the complexities of accounting.

If you have prior experience with Django, you'll find this software even more effective. And, for those interested in contributing, consider joining our new discord channel for further collaboration and discussions.

Questions? Join our Discord Channel Here

Documentation

Access the latest documentation and QuickStart guide here. Also, you may download the QuickStart Jupyter Notebook here.

Main Features

  • High Level API.
  • Double entry accounting system.
  • Multiple Hierarchical Chart of Accounts.
  • Financial Statements (Income Statement, Balance Sheet & Cash Flow Statement).
  • Purchase Orders, Sales Orders (Estimates), Bills and Invoices.
  • Automatic financial ratio & insight calculations.
  • Multi tenancy (multiple companies/users/clients).
  • Self-contained Ledgers, Journal Entries & Transactions.
  • Basic OFX & QFX file import.
  • Closing Entries.
  • Items, lists & inventory management.
  • Unit of Measures.
  • Bank Accounts Information.
  • Django Admin Classes.
  • Built In Entity Management UI.

Need a new feature or report a bug?

Feel free to initiate an Issue describing your new feature request.

Want to contribute?

Finance and Accounting is a complicated subject. Django Ledger stands out from other Django projects due to its focus on providing a developer-friendly accounting engine and a reliable, extensible API for financially driven applications. The project requires expertise in Python, Django programming, finance, and accounting. In essence, the project is seeking assistance from individuals with the specific skill set needed to contribute effectively.

The project is actively seeking contributors with financial and/or accounting experience. Prior accounting experience is a big plus for potential contributors. If you have the relevant experience and want to contribute, feel free to reach out to me or submit your pull request.

You can find the contribution guidelines at the specified link. The project welcomes anyone interested in making a contribution.

See contribution guidelines.

Installation

Django Ledger is a Django application. If you haven't, you need working knowledge of Django and a working Django project before you can use Django Ledger. A good place to start is here.

Make sure you refer to the django version you are using.

The easiest way to start is to use the zero-config Django Ledger starter template. See details here. Otherwise, you may create your project from scratch.

To create a new Django Ledger project:

  • Make sure you have the latest version of python here (recommended).

  • Install Django:

pip install django
  • Install Python Pipenv (python package manager):

```shell script pip install pipenv

* Go to your desired development folder and create a new django project:

```shell
django-admin startproject django_ledger_project && cd django_ledger_project
  • Install Django on you virtual environment.
pipenv install django
  • Install Django Ledger

```shell script pipenv install django-ledger[graphql,pdf]

* Activate your new virtual environment:

```shell
pipenv shell
  • Add django_ledger to INSTALLED_APPS in you new Django Project.
INSTALLED_APPS = [
    ...,
    'django_ledger',
    ...,
]
  • Perform database migrations:
python manage.py migrate
  • Add Django SuperUser and follow the prompts.
python manage.py createsuperuser
  • Add URLs to your project's urls.py:
from django.urls import include, path

urlpatterns = [
    ...,
    path('ledger/', include('django_ledger.urls', namespace='django_ledger')),
    ...,
]
  • Run your project:
python manage.py runserver
  • Navigate to Django Ledger root view assigned in your project urlpatterns setting ( typically http://127.0.0.1:8000/ledger if you followed this installation guide).
  • Use your superuser credentials to login.

How To Set Up Django Ledger for Development

Django Ledger comes with a basic development environment already configured under dev_env/ folder not to be used for production environments. If you want to contribute to the project perform the following steps:

  1. Navigate to your projects directory.
  2. Clone the repo from github and CD into project.
git clone https://github.com/arrobalytics/django-ledger.git && cd django-ledger
  1. Install PipEnv, if not already installed:
pip install -U pipenv
  1. Create virtual environment.
pipenv install

If using a specific version of Python you may specify the path.

pipenv install --python PATH_TO_INTERPRETER
  1. Activate environment.
pipenv shell
  1. Apply migrations.
python manage.py migrate
  1. Create a Development Django user.
python manage.py createsuperuser
  1. Run development server.
python manage.py runserver

How To Set Up Django Ledger for Development using Docker

  1. Navigate to your projects directory.

  2. Give executable permissions to entrypoint.sh

sudo chmod +x entrypoint.sh
  1. Add host '0.0.0.0' into ALLOWED_HOSTS in settings.py.

  2. Build the image and run the container.

docker compose up --build
  1. Add Django Superuser by running command in seprate terminal
docker ps

Select container id of running container and execute following command

docker exec -it containerId /bin/sh
python manage.py createsuperuser
  1. Navigate to http://0.0.0.0:8000/ on browser.

Run Test Suite

After setting up your development environment you may run tests.

python manage.py test django_ledger

Screenshots

django ledger entity dashboard django ledger balance sheet django ledger income statement django ledger bill django ledger invoice

Financial Statements Screenshots

balance_sheet_report income_statement_report cash_flow_statement_report

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