On Mon, Sep 30, 2019 at 12:25 AM Justus Pendleton <[email protected]> wrote: > > 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?
Use a regexp: Income:Dividends:.*:VTSAX Either from SQL or from a Python program. At the EOTD, all that Beancount does is ensure the double-entry balancing rule on input, then denormalize your transactions to create a single very long table of postings, and allow you to select subgroups of these postings and aggregate them using the (only slightly) special aggregation algorithm in its "Inventory" container. How you select the subsets of postings is really up to you. Hierarchy is useful, but by no means the only way to select groups of postings. > > -- > 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. -- 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/CAK21%2BhOjpBpJUCWp-UnxSXu0cYRagcxqG8LOZmbcy%2Bjf-Vm04A%40mail.gmail.com.
