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Overview Project Finances

This repository tracks all financial transactions for the Overview project using hledger, a free and open source plain text accounting system.

For information about the project's funding policies and donation methods, see the main project repository.

Current Status (as of March 31, 2026)

Forecast

hledger -f budget.journal is --forecast "(expenses|income)" -YVBETt --layout=bare --drop=1 -p "2024 to 2029"

Yearly Income Statement 2024-01-01..2028-12-31, converted to cost, valued at period ends

              || Commodity     2024    2025    2026    2027    2028    Total
==============++=============================================================
 Revenues     ||
--------------++-------------------------------------------------------------
 donation     || USD              0  486.91   60.00   60.00   60.00   666.91
   github     || USD              0  316.94       0       0       0   316.94
   patreon    || USD              0  169.97   60.00   60.00   60.00   349.97
--------------++-------------------------------------------------------------
              || USD              0  486.91   60.00   60.00   60.00   666.91
==============++=============================================================
 Expenses     ||
--------------++-------------------------------------------------------------
 development  || USD         140.00  223.84   98.99   98.99   98.99   660.81
   membership || USD              0   99.00   98.99   98.99   98.99   395.97
   tool:llm   || USD         140.00  124.84       0       0       0   264.84
 fee          || USD              0   27.04    5.05    5.05    5.05    42.19
   conversion || USD              0    1.67       0       0       0     1.67
   payment    || USD              0   11.48       0       0       0    11.48
   payout     || USD              0    0.25    0.25    0.25    0.25     1.00
   platform   || USD              0   13.64    4.80    4.80    4.80    28.04
 marketing    || USD          45.00   74.00   45.00   45.00   45.00   254.00
   domain     || USD          45.00   45.00   45.00   45.00   45.00   225.00
   tool:video || USD              0   29.00       0       0       0    29.00
--------------++-------------------------------------------------------------
              || USD         185.00  324.88  149.04  149.04  149.04   957.00
==============++=============================================================
 Net:         || USD        -185.00  162.03  -89.04  -89.04  -89.04  -290.09

Income Statement

hledger -f all.journal is -p "from 2024-04 to 2026-04" -TEVBQt not:payee:equity --layout=bare --drop=1

Quarterly Income Statement 2024-04-01..2026-03-31, converted to cost, valued at period ends

              || Commodity  2024Q2  2024Q3   2024Q4  2025Q1  2025Q2  2025Q3  2025Q4  2026Q1    Total
==============++=====================================================================================
 Revenues     ||
--------------++-------------------------------------------------------------------------------------
 donation     || USD             0       0        0  317.50  105.14   49.27   15.00   15.00   501.91
   github     || USD             0       0        0  281.94   35.00       0       0       0   316.94
   patreon    || USD             0       0        0   35.56   70.14   49.27   15.00   15.00   184.97
--------------++-------------------------------------------------------------------------------------
              || USD             0       0        0  317.50  105.14   49.27   15.00   15.00   501.91
==============++=====================================================================================
 Expenses     ||
--------------++-------------------------------------------------------------------------------------
 development  || USD         40.00   40.00    60.00  179.00   44.84       0       0   98.99   462.83
   membership || USD             0       0        0   99.00       0       0       0   98.99   197.99
   tool:llm   || USD         40.00   40.00    60.00   80.00   44.84       0       0       0   264.84
 fee          || USD             0       0        0    5.96   11.95    7.80    1.33    1.45    28.49
   conversion || USD             0       0        0    0.14    0.90    0.63       0       0     1.67
   payment    || USD             0       0        0    2.72    5.42    3.21    0.13       0    11.48
   payout     || USD             0       0        0    0.25       0       0       0    0.25     0.50
   platform   || USD             0       0        0    2.85    5.63    3.96    1.20    1.20    14.84
 marketing    || USD             0       0    45.00   29.00       0       0   45.00       0   119.00
   domain     || USD             0       0    45.00       0       0       0   45.00       0    90.00
   tool:video || USD             0       0        0   29.00       0       0       0       0    29.00
--------------++-------------------------------------------------------------------------------------
              || USD         40.00   40.00   105.00  213.96   56.79    7.80   46.33  100.44   610.32
==============++=====================================================================================
 Net:         || USD        -40.00  -40.00  -105.00  103.54   48.35   41.47  -31.33  -85.44  -108.41

Balance Sheet

hledger -f all.journal bs -p "from 2024-04 to 2026-04" -TEVBQt not:payee:equity --layout=bare --drop=1

Quarterly Balance Sheet 2024-06-30..2026-03-31, converted to cost, valued at period ends

                        || Commodity  2024-06-30  2024-09-30  2024-12-31  2025-03-31  2025-06-30  2025-09-30  2025-12-31  2026-03-31
========================++===========================================================================================================
 Assets                 ||
------------------------++-----------------------------------------------------------------------------------------------------------
 balance                || USD                 0           0           0           0       58.19       99.66      113.33       13.80
   github               ||                     0           0           0           0           0           0           0           0
   patreon              || USD                 0           0           0           0       58.19       99.66      113.33       13.80
 cash:bank              || USD                 0           0           0      281.94       35.00           0           0           0
------------------------++-----------------------------------------------------------------------------------------------------------
                        || USD                 0           0           0      281.94       93.19       99.66      113.33       13.80
========================++===========================================================================================================
 Liabilities            ||
------------------------++-----------------------------------------------------------------------------------------------------------
 payable:william_pierce || USD             40.00       80.00      185.00      393.00      126.30       91.30      136.30      122.21
------------------------++-----------------------------------------------------------------------------------------------------------
                        || USD             40.00       80.00      185.00      393.00      126.30       91.30      136.30      122.21
========================++===========================================================================================================
 Net:                   || USD            -40.00      -80.00     -185.00     -111.06      -33.11        8.36      -22.97     -108.41

Understanding the Ledger

This project uses double-entry bookkeeping, where each transaction must balance to zero. The main accounts are:

  • assets:* - Project bank/platform account balances
  • expenses:* - Project expenses by category
  • liabilities:payable:* - Pending expense reimbursements
  • equity:* - Opening/closing balances between years

Example Transaction

2025-03-31 * Patreon | Donations
    assets:balance:patreon                 17.40 USD
    expenses:fee:payment                    1.37 USD
    expenses:fee:platform                   1.65 USD
    expenses:fee:conversion                 0.14 USD
    income:donation:patreon               -15.00 USD
    income:donation:patreon    -8.00 CAD @@ 5.56 USD

Each transaction includes:

  • Date, payee, and description (first line)
  • One or more account postings that must sum to zero
  • Optional tags and comments after semicolons
  • Indentation for readability
  • Coversions to USD using @@, if applicable

Generating Reports

To view the current financial status, install hledger and run:

hledger -f all.journal bal

For a list of all transactions:

hledger -f all.journal reg

Repository Structure

  • all.journal - Main journal file that includes all yearly files
  • 2024.journal - Transactions from 2024
  • 2025.journal - Transactions from 2025
  • 2026.journal - Transactions from 2025

Questions

For questions about project finances, contact:

License

This financial data is made available under CC0-1.0. The intent is for this financial information to be public domain.

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