Thanks Martin and Ben!
The following gives me precisely what I need:
select number(only("USD", sum(position)))
from open on 2020-10-01 close on 2020-11-01
where
account ~ "My:Checking" and
number(units(position)) > 0 and
findfirst("Income:Hooli", other_accounts) != NULL
EXCEPT I'd like a number in Python instead of text output in the terminal.
Cribbing from Ben's examples, I came up with the following to run it from
Python:
from beancount.query.query_compile import compile
from beancount.query.query_env import FilterPostingsEnvironment,
FilterEntriesEnvironment, TargetsEnvironment
from beancount.query.query_execute import execute_query
from beancount.query.query_parser import Parser
from beancount.loader import load_file
entries, errors, options = load_file('my.beancount')
text = '... the query from above ...'
ast = Parser().parse(text)
compiled = compile(ast, TargetsEnvironment(),
FilterPostingsEnvironment(), FilterEntriesEnvironment())
columns, results = execute_query(compiled, entries, options)
Thanks again for taking the time to help!
On Sat, Jan 16, 2021 at 11:49 PM Martin Blais <[email protected]> wrote:
> If you're only interested in income just filter the date interval you need.
>
> The "close" operation is essentially there to ensure that the balances of
> the assets/liabilities accounts are correct when you filter out
> transactions from the past, i.e., it just inserts a transfer from all of
> the past's net income to the balance sheet accounts at the head of the
> filtered transactions.
>
>
> On Sat, Jan 16, 2021 at 4:24 PM Aaron Stacy <[email protected]>
> wrote:
>
>> HI all! I'd like to make a customized income statement where some
>> accounts are added together. For example, I'd like to know all income for
>> the past month, whether it was Income:Hooli:Salary or Income:Hooli:RSU's. I
>> can get pretty close with the query:
>>
>> select account, sum(position) from open on 2020-12-01 close on
>> 2020-12-31 where account ~ "Income" group by account order by account;
>>
>> But then I need to go through and sum the specific accounts I happen to
>> care about. I'm comfortable importing beancount, using it to parse my
>> ledger, and iterating through expenses, but can someone point me to what
>> I'd do to get the open on/close on part?
>>
>> Thanks!
>>
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