On Monday, September 30, 2019 at 12:06:58 AM UTC+7, [email protected] wrote: > > When you say : "I put the symbol in the accoutn name". Does this means > that you have a seperate income:Dividend account per stock ? >
Keep in mind that you are, quite literally, getting paid from a different payee -- it is a bit like an Account Receivable and people often set up separate sub-accounts to handle that. That said, at the end of the day it depends on what reporting you want/need to generate. Ultimately that's what is going to drive your account structure. My general feeling is that tags are more flexible, so those are generally a better default choice. You can have multiple tags but you can't have multiple account hierarchies. (Of course, you lose out on the whole hierarchical aggregation with tags, so it isn't exactly an open-and-shut case in favor of tags.) What if you hold VTSAX in taxable, tax-deferred (401k), *and* tax-free (Roth IRA)? Do you create: Income:Dividends:Taxable:VTSAX Income:Dividends:TaxDeferred:VTSAX Income:Dividends:TaxFree:VTSAX What if I just want a list of my taxable dividends (for tax filing purposes)? Clearly, I need to ignore the other two VTSAX. But what if I then want a list of all VTSAX dividends? How do I aggregate the three different account hierarchies? -- 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 view this discussion on the web visit https://groups.google.com/d/msgid/beancount/2550bff0-b22f-4123-906d-769b7868902b%40googlegroups.com.
