* Runar Petursson <[email protected]> [2020-05-17 11:00]: > My real mental block was around how to organize my beans. Single file?
My impression is that most people here have a single file or one file per year. I split per year and also per account. I have one file for each account and then I have one journal for cash expenses. This works for me and I don't see the attraction of putting everything into a single file. > Where do I put new transactions? At the end of the respective file in my case... really easy. All individual files have to be date ordered and I use the "file_ordering.py" plugin to verify that's the case: https://github.com/zacchiro/beancount-plugins-zack/ I found a number of date errors because of this already. (Usually cut & paste errors) > What about other entities (wholly owned companies, partially owned companies). You'd probably show them at cost. In theory you could do a consolidation according to IFRS, but do you really want to go there...? > How would I track passive income, trading income etc. It's just income for beancount. I guess what you're really asking here is what kind of reports would make sense on a *reporting* level. e.g. passive income as a percentage of total income, passive income as a percentage of your target annual income for financial independence, etc. I think that's an interesting idea and I think some fava plugins would be best for that. Maybe additions to https://github.com/redstreet/fava-investor > I was able to start thinking about auto-tagging/matching in a more > robust fashion. To that regard I'm building a regular expression > rules engine. This is a similar path that many people seem to have > gone down. Finding the magic sweet-spot between learning from > existing transactions, having matching rules and a neural network/AI > :-). I'm quite simple, so I just read a "rules.yaml" and modify the > existing entries, applying the account modifications. For the record, I've recently developed a similar "rules-importer" for Software in the Public Interest, Inc, a non-profit that moved from ledger to beancount. Runar's code does pretty much the same my code does. It would probably be best to agree on one code base and get this into into beancount. > I also haven't quite figured out how best to handle assets held in > companies. While it seems obvious that a separate legal entity > needs its own set of books (and files its own taxes), I have several > companies where I'd like to integrate portions of the balance > sheet/expenses into my personal bean file. An example is a legal > entity that manages an AirBnB and owns the property. You could look at how consolidations are done in IFRS (or another accounting standard). I wonder if a plugin could be written for that, hmm... > - VIM -- I've started some tools on this front, would like to be > able to do most common tasks from within vim, like merging files, > applying rules, and intelligently modifying entries. Seems that > most of the python hooks are already in beancount (like parsing > single entry etc.). I'm already using the existing VIM plugin, but > would like to do so much more. Sounds interesting. (And yes, Martin, please still use vim ;) -- Martin Michlmayr https://www.cyrius.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/20200518064717.GE5179%40jirafa.cyrius.com.
