Hi Martin, First question: Are you already doing the basic stuff with it? That is, are you setup to import and update your credit card, banking and investment accounts, and have you taken the habit of updating these transactions regularly? I would start there, that's the most important thing. I'd do that first, before adding lots of sophistication and custom things.
As for the meta-data, you don't need it to get started. Meta-data only exists for you to use in custom scripts you write; Beancount ignores your meta-data. But in any case, I'll comment below. On Sat, Dec 31, 2016 at 9:32 PM, <[email protected]> wrote: > I'm currently re-starting using beancount for 2017, and I'm trying my > damnedest to do it the 'beancount way' this time - write beancount.ingest > importers, etc. > To facilitate the scripting i might be doing soon, i've been seeding my > accounts with some metadata. I'd love to see other examples of metadata, > and perhaps > be a bit inspired :) > > currently I have: > > - account_id: the institution's account number > - customer_id: my identification at the institution > These I would attach to the corresponding account's Open directive. > - pbs_id: the auto-bill-pay ID > I would import those as a ^link on each imported transaction - provider: A friendly name for a service provider > * an electricity company > * a phone company > * a bank > Also attached to the Open directive. It won't get used anywhere though, again, meta-data is only there for you, if you want to build something custom, Beancount parses it but ignores it. > - interest: a decimal (between 0 and 1) representation of > an account's interest per year > - min_payment (loans only): my minimum required payment > Also attach to the Open directive I am envisioning a plugin plugging the last two bits of data > into a loan amortization calculator, for example. > That's a cool idea. ## Metadata for forecasting > > I've also been tentatively adding metadata for forecasting > and budgeting purposes. > > - budget (for variable expenses): If an expense is variable > in amount, I use this field to keep an eye on my projections > - rate (for fixed expenses): If a bill is always the same size, > no fuss, no muss. > - schedule: monthly, quarterly, biannual, annual. > > A plugin could conceivably parse these and convert to fava budget syntax. > > -- > You received this message because you are subscribed to the Google Groups > "Beancount" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to [email protected]. > To post to this group, send email to [email protected]. > To view this discussion on the web visit https://groups.google.com/d/ > msgid/beancount/ddbe4583-c622-4739-92df-7f38912d148a%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/ddbe4583-c622-4739-92df-7f38912d148a%40googlegroups.com?utm_medium=email&utm_source=footer> > . > For more options, visit https://groups.google.com/d/optout. > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To post to this group, send email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/CAK21%2BhO521JPXY3N%2B051J6w-m5gg8oFox-PhFdeoO%3DxR8qYR-g%40mail.gmail.com. For more options, visit https://groups.google.com/d/optout.
