+1 to all that

On Wed, Mar 16, 2022 at 5:35 PM Scott <[email protected]> wrote:

> I'm relatively new to beancount, so I have a limited picture at this
> point, but here's my understanding:
>
> beancount is designed to allow closing of the books at arbitrary points in
> time. The benefit of this is that you can run reports for whatever time
> period you'd like and have the effect of that being the 'accounting
> period'. The downside to this is that since there's no formal/explicit
> closing of the books, there are not necessarily fixed journal entries
> corresponding to that action. This means that as an auditing tool, you need
> to be a bit careful with beancount, because (for better and worse) there's
> nothing to guarantee that you won't/can't modify the journal after the end
> of the reporting period.
>
> I imagine, that you'd thus want to put your ledger under version control,
> and check it in at the end of the fiscal year. The reports for the fiscal
> year would show revenue and you'd then draw from assets to pay shareholders
> accordingly. You could, but there's no need to, explicitly zero out income
> and expenses, but if you chose to do that it locks you into fixed schedule
> reporting because a report that spans the end of the fiscal year will have
> the odd artifacts of the zeroing transactions.
>
> Clearly my understanding is limited ;) But I'm also using beancount for a
> small business, so hopefully others will weigh in if I'm too far off the
> mark.
>
> Cheers,
>  -Scott
>
> On Wednesday, March 16, 2022 at 9:07:39 AM UTC-7 [email protected] wrote:
>
>> I'm looking to close the books for a pay period (zero-out the income /
>> expense accounts into a revenue summary account so I can distribute equity
>> among my partners).
>>
>> I saw some mention that there is the concept of "clearing", which would
>> automatically generate transactions to close the books for a given pay
>> period but I'm not seeing it documented anywhere.
>>
>> Is there a ledger entry I can use to signal the end of a period which
>> would trigger that kind of action; or maybe a command / plugin folks use to
>> generates the needed transactions?
>>
>> Best,
>>  - Dan
>>
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