Good reminder about auto-open, fin! I could see this being good for the leaf accounts, maybe paired with some "auto close after inactivity". For parent accounts I'll probably need the opens anyway for my meta categories. And I tend to agree with letting the computer compute. Or specifically, I dislike redundancy. The computer *can* link these things, so it *should* and I shouldn't have to worry or trip over things being out of sync.
Red, I'll have to bookmark beangrow! My current query > csv > gsheets > xirr workflow leaves a lot to be desired. So far I'd been happy using filters like *any(units:SPY)*, but I do like the symmetry of having dividends be security-specific as in this beangulp example <https://github.com/beancount/beangulp/blob/master/examples/ledger/ledger.beancount#utrade-investment-account>. I was tentatively thinking I could filter by SPY in description, but also hacky. The one that gets me most with fava is paychecks: I'll contribute to hsa, roth, and traditional 401k all in the same transaction, which is not easy to pick apart with fava's txn-level filtering. I'm thinking to use meta for extra/arbitrary account categories. Tax-status would be free/deferred/taxable to help with retirement planning. I'm also considering a literal category of investments/liquid/savings where savings might include some short term bonds as a mid-term/extended emergency fund. I've currently baked this into my account hierarchy: Assets:Liquid:Bank Assets:Investments:Tax-Free:Vanguard:Roth-IRA Assets:Investments:Tax-Free:Fidelity:HSA Assets:Investments:Tax-Deferred:Fidelity:IRA But as you might imagine this gets confusing/disconnected when I have both deferred and untaxed accounts at a broker. Fundamentally, tax status seems more appropriate as an attribute. Even so, my query results look promising: SELECT getitem(open_meta(account), 'tax-status') as tax, root(account, 2) as category, sum(convert(position, 'USD')) as balance WHERE account ~ 'Assets' GROUP BY tax, category Produces [image: snip-2024-05-23_04069.png] After flattening the accounts I get... something not nearly as pretty as Fava's drill-down tree interface. I'll have to play with this report. [image: snip-2024-05-23_06380.png] -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/a3929dc3-28e3-4f74-b570-70f1a0f5fbaan%40googlegroups.com.
