Necromancing an old thread... This is almost what I'm looking for, but I'm
trying to do rollup reporting - IOW, balances are added up the tree. (This
is what ledger does in its 'balance' reporting)
I've provided a sample beancount file at the bottom to help illustrate what
I mean. Basically, flight expenses *mostly* broken up by carrier, but some
go directly into Expenses:Flights.
The ledger balance report for this set of transactions is
$3550.00 Assets:Checking
$-7000.00 Equity:Opening Balances
$3450.00 Expenses:Flight
$400.00 AK
$3000.00 UA
--------------------
0
That's essentially what I'm looking for. I know, it's not actually a
balance sheet, but it lets me see spending both in total, and broken up by
categories. bean-report delivers an actual balance report instead:
Assets:Checking 3550.00 USD
Equity:Opening-Balances -7000.00 USD
Expenses:Flights 50.00 USD
Expenses:Flights:AK 400.00 USD
Expenses:Flights:UA 3000.00 USD
Income
Liabilities
It lacks any summation. (I'm actually happy with that, because I'd prefer a
balance report to actually balance).
Choosing your approach, I get:
parent_account units_sum_po
---------------- ------------
Assets 3550.00 USD
Equity -7000.00 USD
Expenses 50.00 USD
Expenses:Flights 3400.00 USD
Which has *moved* the $50 from Expenses:Flights to Expenses. Not the
intended effect :)
I don't think the current query language supports that, does it? I'll have
to write a reporting module?
On Friday, September 30, 2016 at 3:24:34 AM UTC-4, [email protected] wrote:
>
> Also: try fava if you haven't (github.com/aumayr/fava). It's an excellent
> web frontend for beancount. It has a configurable display for aggregate
> parent balances.
>
> On Wednesday, September 28, 2016 at 11:22:54 AM UTC-7, [email protected]
> wrote:
>>
>> Hi
>>
>> I am starting with Beancount and plaintext accounting in general so,
>> please, forgive me if I am asking a silly question.
>>
>> I've generated an example beancount file proceeded to issue various
>> commands within bean-report.
>>
>> For example if I generate balance report I see this
>> bean-report ~/example.beancount bal
>> .....
>> Expenses:Financial:Commissions 331.15 USD
>> Expenses:Financial:Fees 132.00 USD
>> Expenses:Food:Alcohol 25.43 USD
>> Expenses:Food:Coffee 87.25 USD
>> Expenses:Food:Groceries 6613.79 USD
>> Expenses:Food:Restaurant 12494.94 USD
>> Expenses:Health:Dental:Insurance 205.90 USD
>> Expenses:Health:Life:GroupTermLife 1726.72 USD
>> Expenses:Health:Medical:Insurance 1943.98 USD
>> Expenses:Health:Vision:Insurance 3003.30 USD
>> Expenses:Home:Electricity 2080.00 USD
>> Expenses:Home:Internet 2560.75 USD
>> Expenses:Home:Phone 1942.67 USD
>> Expenses:Home:Rent 76800.00 USD
>> ....
>>
>> Is there a way to display aggregate balances on "parent" accounts like
>> Expenses:Home and Expenses:Food (they don't exist in the file, but I can
>> open them any time)? Is it even possible?
>>
>> If it is not possible within bean-report I am ok with bean-query, but I
>> need a hint on this.
>>
>> Thanks.
>>
>
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