In case you find a plugin of value until v3 is released, see: Zerosum <https://github.com/redstreet/beancount_reds_plugins/tree/master/beancount_reds_plugins/zerosum>: I wrote it for exactly this use case initially. Download both accounts in question (eg: credit card, banking), and this will identify and move "matches" into a matched account. Configurable.
Effective dates <https://github.com/redstreet/beancount_reds_plugins/tree/master/beancount_reds_plugins/effective_date>: to book different legs of a transaction to different dates. Also configurable. On Monday, November 30, 2020 at 8:33:53 AM UTC-8 Aaron Lindsay wrote: > Martin, is allowing for different posting dates for different legs of a > transaction natively in beancount something you would consider for v3? > > It is somewhat of an annoyance that some transactions post to different > accounts on different dates in the real world (credit card payments sent by > billpay from checking account, paper checks mailed from health/dependent > care reimbursement accounts and later deposited, etc.). In beancount v2, > this means you may have to 'lie' to reconcile accounts with conflicting > balance assertions when a transaction needs to be on one side of a balance > boundary in one account and not in the other because a given transaction > can only have one date. Shifting the dates one way or the other can work > around this, but can also involve shifting the dates of unrelated > transactions which also need to be on one side or the other of the balance > assertion. > > I'm attempting to update my finances more frequently to turn it from a > monthly chore to to a quick daily habit (with a dose of automation for > getting the transactions to the point where I can review them), and I'm > running into issues like this more frequently. It also feels a little wrong > to me to be keeping a record of my finances that differs from my banks' > views of what happened. > > -Aaron > > p.s. To be clear, I'm guessing I can probably write a plugin to do this, > I'm just wondering if it's something fundamental enough that you would > consider putting support for it into the core of beancount. > -- 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/2856f761-4b72-4d9d-a69b-3158fbf1a3adn%40googlegroups.com.
