On 13/09/2020 14:13, Martin Blais wrote:
> I don't fully understand.
> Can you write down how you would modify this transaction manually, both
> to just one account, and also if you were to split to multiple expenses
> accounts?
> Do you want to record the expense in foreign (usd) currency to local (eur)?

In the simple case, the importer emits

2020-08-26 ! "RESTAURANT GAMBIT BRAUNSCHWEIG"
  Liabilities:Nexi  -16.30 EUR

and I complete it as

2020-08-26 ! "RESTAURANT GAMBIT BRAUNSCHWEIG"
  Liabilities:Nexi  -16.30 EUR
  Expenses:Restaurant

In the case of foreign currency, the importer emits

2020-08-25 ! "AVIS RENT-A-CAR 1 BOULDER"
  Liabilities:Nexi    -224.18 EUR
  Expenses:Unknown     258.94 USD @ 0.8487523 EUR
  Expenses:Fees:Nexi     4.40 EUR

needs to be rewritten as

2020-08-25 ! "AVIS RENT-A-CAR 1 BOULDER"
  Liabilities:Nexi                -224.18 EUR
  Expenses:Transportation:Rental   258.94 USD @ 0.8487523 EUR
  Expenses:Fees:Nexi                 4.40 EUR

which is many more key strokes in my editor (or some more complex code
in the automatic in the case of automatic categorization).

In a more complex example involving multiple expenses accounts, the
importer generates:

2020-08-25 ! "AMAZON.COM"
  Liabilities:Nexi    -224.18 EUR
  Expenses:Unknown     258.94 USD @ 0.8487523 EUR
  Expenses:Fees:Nexi     4.40 EUR

which must be rewritten as

2020-08-25 ! "AMAZON.COM"
  Liabilities:Nexi     -224.18 EUR
  Expenses:Electronics  158.94 USD @ 0.8487523 EUR
  Expenses:Toys         100.00 USD @ 0.8487523 EUR
  Expenses:Fees:Nexi      4.40 EUR

involving even more keystrokes.

The nuisance is to have to delete "Unknown" and replace it with
something else (and to have to copy the price in the latest example).

It is a small nuisance, but recently I had to deal with enough of these
transactions that looking for a smoother solution became interesting.

Cheers,
Dan


> On Sun, Sep 13, 2020, 03:49 Daniele Nicolodi <[email protected]
> <mailto:[email protected]>> wrote:
> 
>     Hello,
> 
>     I deal very often with transactions in foreign currency (currency
>     different from the account currency) and I am looking for improving my
>     workflow to handle them.
> 
>     My importers, usually, import transactions writing only one posting
>     recording the expense, like this:
> 
>     2020-08-26 ! "RESTAURANT GAMBIT BRAUNSCHWEIG"
>       Liabilities:Nexi  -16.30 EUR
> 
>     and then I complete transaction writing the other postings, either
>     manually or through a machine learning classifier.
> 
>     For foreign currency transactions, I like to record the fact that the
>     expense was in a currency different from the account currency and that
>     part of the expense was for transaction handling fees. This results in
>     the importers writing something like:
> 
>     2020-08-25 ! "AVIS RENT-A-CAR 1 BOULDER"
>       Liabilities:Nexi    -224.18 EUR
>       Expenses:Unknown     258.94 USD @ 0.8487523 EUR
>       Expenses:Fees:Nexi     4.40 EUR
> 
>     using the Expenses:Unknown account as a placeholder. However, this makes
>     posting the expense to the right account a bit harder, both manually and
>     programmatically: the posting needs to be modified instead than simply
>     added and it gets even more complicated if I want to split the expense
>     over multiple Expenses accounts.
> 
>     Does anyone have a better way of dealing with this?
> 
>     Cheers,
>     Dan
> 
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