On Mon, Mar 25, 2024 at 6:58 PM fin <[email protected]> wrote:

> John Lee wrote:
>
> > I'm new to beancount (but not to PTA, though rusty).  I should have read
> the docs for v3 first, but I was surprised to see there's no bean-report in
> v3.
> >
> > What do people use to get e.g. a balance report?  Same question for
> whatever other reports people regularly find useful?
>

bean-query




> >
> > I see there's beanquery split out into a separate repo.  Do people
> really use that just to get a balance report?  (I don't mean to suggest
> that's bad if that's the way people do it, I just suspect I'm missing
> something)
>

yes
bean-query has moved to its own repository.
You can also build scripts against the API



>   a good question and one that will be followed by me.  :)
>
>   the two reports i use constantly right now are balance (bal)
> and networth (netw).  i haven't had time to worry about writing
> either of those using the query language because i'd like to
> finish my conversion efforts before the spring planting season
> gets here (i'm not sure i'll get all of it done, but i am
> making progress :) ).
>
>   that said, perhaps someone else has already written them?
>

balance you can do with a "select account, sum(position) ... group by
account".
net worth requires a custom script, especially depending on what you

here's something I wrote a long while ago:
https://github.com/beancount/beanlabs/blob/master/beanlabs/compensation/net-worth-over-time.py




>
>
>   fin
>
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