See mailing list archives for previous discussions on budgeting. Fava has dedicated features for this too IIRC
On Sat, Aug 29, 2020, 08:15 nugget <[email protected]> wrote: > Hi Martin > You are correct, indeed subtracting 200 and 100 from 1000 should yield > 700, not 800. But let's not focus on this. > > Your hint that posting in non-leaf account is discouraged made me solve my > actual question in the intended way: I moved all transactions from non-leaf > accounts to leaf-accounts. But now a new question comes up, with regard to > balancing accounts: > How can i best balance a non-leaf account? > > I do have a Bank checkings account where all my cash is stored, and the > account is reflected in my ledger. But I sub-divide that cash is into > sub-accounts. As a minimal example, it looks like > > > Assets:Checkings ; represents my Bank checkings > account > > Assets:Checkings:MyAvailableLiquidity ; represents my available cash > > Assets:Checkings:MyInavailableLiquidity ; represents my Liquidity > cushion > > Now this works well with the non-leaf plugin. Until i use a balance > statement to make sure that the parent account holds exactly the amount > that my bank statement states. If i do so, I get the error "Non-leaf > account 'Assets:Checkings' has postings on it" > > I hope the use-case is legit :D > > Thanks! > Best, > nugget > > On Friday, August 28, 2020 at 10:43:07 PM UTC+2 [email protected] wrote: > >> I read this twice, your numbers still don't make sense to m.e >> As a general rule, while it's supported, I would recommend not posting >> any amounts to non-leaf accounts, because it raises questions on >> aggregation (do you want to aggregate including the subaccounts or not). >> There's even a plugin that helps you enforce that: >> >> https://github.com/beancount/beancount/blob/master/beancount/plugins/leafonly.py >> >> >> >> >> >> On Sat, Aug 15, 2020 at 4:58 PM [email protected] < >> [email protected]> wrote: >> >>> Hi all >>> Say, I had 3 accounts with the following structure & balances: >>> >>> Assets:Parent CHF 1000 >>> Assets:Parent:Child1 CHF 100 >>> Assets:Parent:Child2 CHF 200 >>> >>> Then I could want the total T = CHF 1000, or the Parent-Only PO = CHF >>> 800. There is the possibility that the remaining CHF 800 are distributed >>> over other children, such that PO = CHF 0. >>> >>> Is there a way to: >>> >>> 1. specifically query either value T or PO? >>> 2. specifically pad & balance either value? >>> 3. display either value in fava; in the balance sheet and the >>> account's journal? >>> >>> >>> This general question finds it application where I have a parent bank >>> account of which the total T must match the balance from the bank >>> statement. However, that total is subdivided into provisions for future >>> expenses, a liquidity cushion, and "freely available" money. Each of those >>> are reflected as child accounts in my beancount ledger. >>> >>> Thanks for your rely! >>> >>> -- >>> 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/837a46eb-058f-494f-bd7b-2fced166d853n%40googlegroups.com >>> <https://groups.google.com/d/msgid/beancount/837a46eb-058f-494f-bd7b-2fced166d853n%40googlegroups.com?utm_medium=email&utm_source=footer> >>> . >>> >> -- > 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/17c016b6-976d-46d2-bf61-3f01d4560e38n%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/17c016b6-976d-46d2-bf61-3f01d4560e38n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- 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%2BhMduLEmUD6%2B9J56sXu6OK1D3s2_7F3BBmavLcerxQ4DgQ%40mail.gmail.com.
