Thanks! Looking forward to playing around with it.
— 
Brian Lalor (he/him)
bla...@bravo5.org

> On Oct 3, 2023, at 8:43 PM, Juan Pinto <j...@jdpinto.com> wrote:
> 
> Sure! Here's what the top of my budget file looks like:
> 
> 2023-09-01 custom "envelope" "start date" "2023-09"
> 
> 2023-01-01 custom "envelope" "budget account" "Assets:Joint:*"
> 2023-01-01 custom "envelope" "budget account" "Assets:Debts:*"
> 2023-01-01 custom "envelope" "budget account" "Assets:Juan:GiftCards:*"
> 2023-01-01 custom "envelope" "budget account" "Assets:EBT:*"
> 2023-01-01 custom "envelope" "budget account" "Liabilities:*"
> 
> 2020-01-01 custom "envelope" "months ahead" "4"
> 
> ** Mappings
> 
> 2023-01-01 custom "envelope" "mapping" "Expenses:Taxes:*" "Income"
> 2023-01-01 custom "envelope" "mapping" "Expenses:Investment:*" "Income"
> 2023-01-01 custom "envelope" "mapping" "Assets:Juan:Investment:*" "Income"
> 2023-01-01 custom "envelope" "mapping" "Equity:*" "Income"
> 
> 2023-01-01 custom "envelope" "mapping" "Expenses:Monthly:Rent" "1.1 Rent 🏠"
> 2023-01-01 custom "envelope" "mapping" "Expenses:Monthly:Utilities" "1.2 
> Utilities 🚰"
> 2023-01-01 custom "envelope" "mapping" "Expenses:Monthly:Groceries" "1.3 
> Groceries 🛒"
> 2023-01-01 custom "envelope" "mapping" "Expenses:Monthly:Phone" "1.4 Phone 📱"
> 2023-01-01 custom "envelope" "mapping" "Expenses:Monthly:Subscriptions" "1.5 
> Subscriptions 📆"
> 
> The trickiest part for me was figuring out how to hide accounts. Mapping them 
> to "Income" like this seems to work just fine. Here's what this looks like on 
> Fava:
> 
> <Screenshot 2023-10-03 at 7.41.18 PM.png>
> 
> Anything still in the "Available" column at the end of the month carries over 
> to the next month. So far everything's working well, but it's still pretty 
> early in my journey. I do wish there was a way to modify the budget directly 
> from within Fava.
> 
> —Juan
> 
> On Wednesday, September 27, 2023 at 9:21:50 AM UTC-5 Brian Lalor wrote:
>> I’m really curious how this works for you. Would you mind sharing an 
>> approximate example? There’s little in the fava-envelope showing the 
>> workflow, and how the beans flow over time.  
>> 
>> I may be about on the same place in my Beancount journey as you, Juan. I 
>> kind of abandoned YNAB a few months ago, but I really like the 
>> envelope-budgeting idea and would like to incorporate a similar idea in 
>> Beancount to try to manage spending.
>> 
>> 
>> — 
>> Brian Lalor (he/him)
>> bla...@bravo5.org <>
>> 
>> 
>>> On Sep 27, 2023, at 8:17 AM, ju...@jdpinto.com <> wrote:
>>> 
>> 
>>> Whoop, I was wrong. It did actually work as intended when I mapped accounts 
>>> to exclude to “Income”, I was just miscalculating how much I had for the 
>>> month (forgot to add what has already been spent this month). Please 
>>> disregard!
>>>  
>>> —Juan
>>>  
>>> From: bean...@googlegroups.com <> <bean...@googlegroups.com <>> on behalf 
>>> of Juan Pinto <ju...@jdpinto.com <>>
>>> Date: Tuesday, September 26, 2023 at 5:52 PM
>>> To: Beancount <bean...@googlegroups.com <>>
>>> Subject: excluding accounts in fava-envelope
>>> 
>>> Hello, I'm new to the world of plain-text accounting but have been diving 
>>> in head-first and learning a ton. 
>>>  
>>> I'm trying to set up my YNAB-style budget using fava-envelope, but have run 
>>> into an issue. I have some investment sub-accounts under 
>>> Assets:Investment:*, and it appears that if I've transferred money into one 
>>> of these from one of my bank accounts, those transactions show up in the 
>>> budget as categories. I end up seeing something like 
>>> "Assets:Investment:Vanguard" with the amount corresponding to how much I 
>>> put in that month. I've tried mapping these accounts to "Income" as someone 
>>> suggested, but this seems to throw the "funds for month" out of whack. 
>>>  
>>> Is there a more robust way to exclude accounts from the budget 
>>> calculations? Thanks!
>>>  
>>> —Juan
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