On Wed, Mar 28, 2018 at 11:33 PM, <[email protected]> wrote:

> In addition I was reading up the industry practice for treatment of items
> on the income statement and came across the following extracted at (
> https://www.accountingtools.com/articles/foreign-currency-translation.html
> ):
>
>
>    - *Assets and liabilities*. Translate using the current exchange rate
>    <https://www.accountingtools.com/articles/2017/5/6/exchange-rate> at
>    the balance sheet
>    <https://www.accountingtools.com/articles/2017/5/17/the-balance-sheet> date
>    for assets and liabilities.
>    - *Income statement
>    <https://www.accountingtools.com/articles/2017/5/17/the-income-statement> 
> items*.
>    Translate revenues, expenses, gains, and losses using the exchange rate as
>    of the dates when those items were originally recognized.
>
> That makes sense, though for tax purposes, depending on the jurisdiction,
one might have to translate differently, but this sounds like a good
default, recognizing income at the rate at the time of payment and valuing
assets at the latest rate.



> So far I find that:
> - bean-report doesn't support currency conversions
>

FYI long-term the idea is to replace all those report implementations by
SQL queries embellished as webpages.



> - bean-query support currency conversions only on a per item basis, I
> can't construct a query that gives me the equivalent of the income
> statement entries but based on the exchange rate of the individual
> transaction dates
>

Doesn't something like this provide useful output:

beancount> select position, convert(position, "USD", date),
getprice(currency, "USD", date) where currency = "CAD"




> - fava conversion feature uses inventory numbers (e.g. my USD balance on
> my Income accounts) and the FX rate either at end of period or latest FX
> rate.
>
> It seems that the options I have are:
> - major surgery on fava to change the methodology for aggregating the
> numbers for the income statement
> - build another program sitting on bean-query to perform the aggregation
> of the income and expense items based on transaction dates
>

I really do think the SQL query should be made to be able to do this if you
find it cannot


Appreciate some thoughts on how I should go about to get the income
> statement to aggregate and convert foreign currencies correctly.
>
> Regards,
> hoongshen
>
> On Wednesday, March 28, 2018 at 10:01:01 PM UTC+8, [email protected]
> wrote:
>>
>> Hi,
>>
>> I have a beancount file with multiple FX conversion rates for different
>> dates (same currency pair) and would like to use the FX rate on the date of
>> transaction instead of the latest FX rate found. bean-report seems to use
>> the latest FX rate by default (the equivalent bean-query is shown below) -
>>   bean-query> SELECT date, narration, account, position,
>> getprice(currency,"SGD", date), convert(position, "SGD")
>>
>> I am trying to get the bean-report and fava to query in this way instead
>>   bean-query> SELECT date, narration, account, position,
>> getprice(currency,"SGD", date), convert(position, "SGD", date)
>>
>> Is there an easy way to get the income report to utilize the second way
>> of conversion rather than the first?
>>
>> Regards,
>> hoongshen
>>
> --
> 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/b1e43e57-065a-4fc2-907a-ef5c8c85c359%40googlegroups.com
> <https://groups.google.com/d/msgid/beancount/b1e43e57-065a-4fc2-907a-ef5c8c85c359%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%2BhMTLZsKMShxvkRxQ1UAC8Z3O6e1LocZAmDuUQVswN5%3DVA%40mail.gmail.com.
For more options, visit https://groups.google.com/d/optout.

Reply via email to