Accountant quickstart

This is the fastest path to “use LedgerLoom for real bookkeeping work.”

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Accountant: Treat this like a lightweight month-end workflow.

Developer: Treat this like a reproducible pipeline with stable artifacts.

Data pro: Treat this like a repeatable ETL job that outputs analysis-ready tables.

0) Create a project

ledgerloom init demo_books

1) Put your CSVs in the inputs folder

Copy your bank CSV files into:

  • demo_books/inputs/<period>/

The default period is set in demo_books/ledgerloom.yaml.

2) Set up your chart of accounts

Edit:

  • demo_books/config/chart_of_accounts.yaml

Add (or rename) accounts you actually use.

3) Run a check (review package)

ledgerloom check --project demo_books

Review:

  • outputs/check/<period>/checks.md

  • outputs/check/<period>/unmapped.csv

4) Encode reclasses as rules

Use the reclass workflow:

5) Build a run folder (deliverables + trust)

ledgerloom build --project demo_books --run-id run-2026-01

Deliverables are in:

  • demo_books/outputs/run-2026-01/artifacts/

Next: if your workflow includes closing entries, that comes after postings + statements.