On Sun, Apr 29, 2018 at 6:10 AM, <[email protected]> wrote: > I have a couple use cases for "reports", that I haven't found an easy way > to generate yet. > > - For my holding, I need to generate tax reports and income and > balancesheets at the end of the year. The latter ones are present, but a > bit bare (no dates on the page, no formatting for example). >
Do you mean a list of trades? Trades (i.e., "reductions and their corresponding augmentations") are available as metadata. I'm not sure if I ever bothered creating a report for them, but they're available from the stream of transactions, it should be easy to write a script to list them out in your favorite format. > - For a group of friends, I manage the common account. I've set them up as > Liabilities, as that's what the account owns to them. But now all balances > are inverted, which makes it a bit weird for them. I'd like to just output > the Liabilities accounts with balance * -1. (I tried: > > SELECT account, sum(position) * -1 WHERE account ~ 'Liabilities:' GROUP BY > account; > > but that results in "TypeError: descriptor '__mul__' requires a > 'decimal.Decimal' object but received a 'Inventory' > ". I guess I could export to csv, open in Excel and just add this, but > that's cheating :). Ideally I'd add a page to Fava with this "report", but > haven't found a way yet.) > You just need an operator to negate an inventory object. Let me make you one. In fact, better might be a function which switches the signs based on the account type, e.g. something like this: SELECT account, sum(position) * account_sign(account) .. ACCOUNT_SIGN(account) would take the value -1 for Liabilities, Equity and Income, and +1 for the others. I can add those later. > > How do you all generate your (tax) reports and in what format do you save > them? > Tax reports? I use TurboTax. I kick off bean-web with a restricted period for that year and eyeball the numbers from the income statement. Most of the actual input is automated from imported 1099-R's. > > Regards, > > > Tino > > > On Sunday, 1 April 2018 07:53:42 UTC+2, Martin Blais wrote: >> >> How many people here use bean-report as their main way to generate data >> from Beancount? >> How many use bean-web? >> Does anybody still care about bean-web now that Fava exists? >> >> Also... is it possible to bean-bake Fava (or some equivalent creation of >> a static version for sharing)? >> >> Any input appreciated, >> >> >> (Reason I'm asking is: I'm thinking about >> - rewriting the query engine to something more powerful and general, and >> promoting it from experimental and somewhat flaky to the main way of >> getting data out >> - rewriting bean-web to be a dumber, more generic web interface that >> basically renders SQL queries (using the new query engine) without any >> special treatment (just tables and tree-tables) >> - deleting bean-reports and all of beancount/reports, or replacing most >> of it by SQL queries >> - in the process deleting the Holdings code >> Basically, I think that with a slightly improved query engine I could >> delete a ton of code without removing functionality at all.) >> >> -- > 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/da245774-db4e-4e44-ba34-84e5c4bff222%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/da245774-db4e-4e44-ba34-84e5c4bff222%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%2BhOaC7%3DH23OXXPWAQWy5YyqrXrFBq3KX_Y0d5GVQ8vcXsA%40mail.gmail.com. For more options, visit https://groups.google.com/d/optout.
