That all makes sense, thanks.Is the correct way to use zerosum to just keep
all the ledger entries as `Zero-Sum-Accounts` rather than changing them to
`ZSA-Matched`? I was doing this to make it easier to track in plain text
but I know you can just track transactions in Fava, bean-query, etc.
On Tuesday, December 26, 2023 at 8:45:42 PM UTC-5 Red S wrote:
> In case it wasn't clear what is going on above:
>
> My main.beancount contains:
> plugin "beancount_reds_plugins.zerosum.zerosum" "{..}" plugin
> "beancount_reds_plugins.capital_gains_classifier.long_short" "{...}" ...
> include "source/Assets.Bank.bc" include
> "source/Liabilities.Credit-Cards:MasterCard.bc" ...
>
> The script above bypasses main.beancount and instead simply builds a
> ledger based on the source/*.bc files which is where the actual
> transactions live. The script prepends plugin
> "beancount.plugins.auto_accounts" to this ledger to avoid
> unopened-account errors.
>
>
>
> On Tuesday, December 26, 2023 at 3:32:46 PM UTC-8 Red S wrote:
>
>> Hello there,
>> Yes, there is a solution I use. Generally, plugins are meant to be
>> computed dynamically each time. Smart importer predicts (instead of
>> computing) statically. What this means is, we generally always want
>> smart_importer to be fed a ledger on which plugins have not yet run. This
>> is true for most plugins (eg: the capital gains classifier
>> <https://github.com/redstreet/beancount_reds_plugins/tree/main/beancount_reds_plugins/capital_gains_classifier#readme>
>> ).
>>
>> My recommendation is to do what I personally do, shown in this script
>> <https://gist.github.com/redstreet/6f1addb87c667826fb79b509d5d88a51>
>> from this article
>> <https://reds-rants.netlify.app/personal-finance/putting-it-all-together-into-a-workflow/>
>> :
>> # So zerosum doesn't run: both for performance and correctness
>> (smart_importer) if be -f <(echo 'plugin
>> "beancount.plugins.auto_accounts"'; cat ${INGEST_ROOT}/../source/* )
>> $files ; then echo "Return value of bean-extract: $?" if [[ "$nofile"x
>> != "1x" ]]; then bf $files # bean-file fi fi
>>
>> Basically, this avoids running zerosum or any plugin at all when building
>> a ledger to pass on to smart_importer. Makes it slightly faster too.
>>
>>
>>
>> On Tuesday, December 26, 2023 at 11:18:31 AM UTC-8 [email protected]
>> wrote:
>>
>>> I'm a fan of using Redstreet's great zerosum plugin
>>> <https://github.com/redstreet/beancount_reds_plugins/tree/main/beancount_reds_plugins/zerosum#readme>
>>>
>>> to handle transfers, and also use smart_importer in order to speed up the
>>> ledger update process.
>>>
>>> However, using these together doesn't really work that well since the
>>> training data for smart_importer is going to have matched zero-sum
>>> transactions, such that the predictions for transfers will be matched zero
>>> sum transactions when they are not actually matched.
>>>
>>> Is there a suggested way to get these two to work together? One
>>> possibility is to take the predictions from smart_importer and just regex
>>> so that `ZSA-Matched` changes to `Zero-Sum-Accounts`, i.e., going from
>>> matched to unmatched. However when doing this on a large import it seems
>>> that zerosum has issues matching all the transactions.
>>>
>>>
>>>
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