On Mon, Dec 18, 2023 at 9:25 PM Damien R. <[email protected]> wrote:

> Thank you! It seems pretty obvious now... sorry for the dumb question!
>

There are no dumb questions. Nothing to feel sorry about.



> If they had decided to sell only 50% of the commodity, what would have
> been the best way to handle it in my ledger? Use a total match to sell
> everything and buy back 50% of that commodity?
>

No.
You would have declared selling -3151.6173/2 units of COMMA @ 9.361 CAD,
the cash would be correspondingly half, and the inferred P/L would be half
as well.




> Le lundi 18 décembre 2023 à 20:59:53 UTC-5, [email protected] a écrit :
>
>> When you sell something you need to account for P/L.
>> You're missing an account posting for that P/L, the amount of which can
>> be left to be automatically calculated by Beancount, for that $124.46
>>
>> On Mon, Dec 18, 2023 at 8:57 PM Damien R. <[email protected]> wrote:
>>
>>> Hi,
>>>
>>> I have an investment in a mutual fund that has been converted from one
>>> commodity to another. I'm trying to represent that in my ledger with a sale
>>> of the first commodity (it's a total match sale as everything is sold) and
>>> then a buy of the second one (that's how it appears on the statement):
>>>
>>>     2023-06-21 * "Selling Commodity A"
>>>        Assets:CA:Broker:COMMA  -3151.6173 COMMA {} @ 9.361 CAD
>>>        Assets:CA:Broker:Cash       29502.29 CAD
>>>
>>> Bean-check gives the following error:
>>>
>>>     Transaction does not balance: (124.4641276 CAD)
>>>
>>> I tried changing the tolerance for that commodity to 0.0001 but no luck
>>> with that. Any idea what is going on and what I should to to address it?
>>>
>>> As I'm dealing with mutual fund issues right now, I'll piggy back on my
>>> first question and ask what's the state of the average booking method? From
>>> my understanding it's still not supported and from the documentation I
>>> couldn't find how I should deal with partial sales, if I want to sale 50%
>>> of one commodity for instance.
>>>
>>>
>>> Thanks,
>>> Damien
>>>
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