delete this line
2020-01-01 custom "envelope" "budget account" "Expenses:*"

budget accounts should be under Assets/Liabilities
mappings/allocations should be under Income/Expenses

On Wednesday, June 26, 2024 at 7:04:51 AM UTC-4 [email protected] wrote:

> I was not clear whether you're suggesting:
> A. add the line you've suggested to my declaration of budget accounts
> B. replace my existing budget account line with this one
>
> I've tried both A and B and I'm still getting errors with both: "Internal 
> Server Error: The server encountered an internal error and was unable to 
> complete your request. Either the server is overloaded or there is an error 
> in the application."
>
> Here is my full beancount file for reference. Perhaps you can tell me what 
> I'm doing wrong?
>
> ;; -*- mode: org; mode: beancount; -*-
> ;; Birth: 1980-05-12
> ;; Dates: 2021-01-01 - 2023-05-28
> ;; THIS FILE HAS BEEN AUTO-GENERATED.
> * Options
>
> option "title" "Household Forecasting"
> option "operating_currency" "USD"
>
> 2000-01-01 custom "fava-extension" "fava_envelope" "{}"
>
> * Commodities
>
> 1792-01-01 commodity USD
> export: "CASH"
> name: "US Dollar"
> * Equity and Liability Accounts
>
> 1980-05-12 open Equity:Opening-Balances
> 1980-05-12 open Liabilities:AccountsPayable
>
> 1980-05-12 open Assets:Home
> 1980-05-12 open Assets:Car
>
> 1980-05-12 open Liabilities:Mortgage
> 1980-05-12 open Liabilities:CarLoans
>
> * Banking
>
> 2023-01-01 open Assets:US:Schwab
>
> 2023-01-01 open Assets:US:Schwab:Checking USD
>
> 2023-01-01 * "Opening Balance for checking account"
> Assets:US:Schwab:Checking 0 USD
> Equity:Opening-Balances 0 USD
>
> * Expense Accounts
>
> 1980-01-01 open Expenses:Household:Groceries 
> 1980-01-01 open Expenses:Household:DiningOut
> 1980-01-01 open Expenses:Household:Automotive:Maintenance
> 1980-01-01 open Expenses:Household:Automotive:Insurance
> 1980-01-01 open Expenses:Household:Automotive:Gas
>
>
> * Envelope Budgets
>
> ; https://github.com/polarmutex/fava-envelope
>
> 2020-01-01 custom "envelope" "start date" "2024-06"
> 2020-01-01 custom "envelope" "months ahead" "12"
>
> 2020-01-01 custom "envelope" "budget account" "Expenses:*"
> 2020-01-01 custom "envelope" "budget account" "Assets:*"
>
> 2024-06-01 custom "envelope" "mapping" "Expenses:Household:Groceries" 
> "Expenses:Food"
> 2024-06-01 custom "envelope" "mapping" "Expenses:Household:DiningOut" 
> "Expenses:Food"
> 2024-06-01 custom "envelope" "mapping" 
> "Expenses:Household:Automotive:Maintenance" "Expenses:Cars"
> 2024-06-01 custom "envelope" "mapping" 
> "Expenses:Household:Automotive:Insurance" "Expenses:Cars"
> 2024-06-01 custom "envelope" "mapping" "Expenses:Household:Automotive:Gas" 
> "Expenses:Cars"
>
> 2024-06-01 custom "envelope" "allocate" "Expenses:Food" 1400
> 2024-06-01 custom "envelope" "allocate" "Expenses:Cars" 500
>
> * Transactions
>
> 2024-06-02 * "Groceries"
> Assets:US:Schwab:Checking -150 USD
> Expenses:Household:Groceries 150 USD
> 2024-06-04 * "Dining Out"
> Assets:US:Schwab:Checking -100 USD
> Expenses:Household:DiningOut 100 USD
>
>
> On Tuesday, June 25, 2024 at 12:56:16 PM UTC-7 polarmutex wrote:
>
>> pretty easy change to get what you want
>>
>> ```beancount
>> 2020-01-01 custom "envelope" "budget account" "Assets:*"
>> ```
>> budget accounts need to be the assets/liabilities accounts you want to 
>> track and then you map the Income/Expenses
>>
>> Need to improve the documentation and feel free to create issues for 
>> change or new features
>>
>> hope this works
>>
>> polarmutex
>>
>> On Tuesday, June 25, 2024 at 12:13:25 PM UTC-4 [email protected] wrote:
>>
>>> Thank you! Please let me know if I can provide anything that might be 
>>> helpful in diagnosing/troubleshooting.
>>>
>>> On Tuesday, June 25, 2024 at 6:45:12 AM UTC-7 polarmutex wrote:
>>>
>>>> I don't think anything jumps to mind as to why this is not working. I 
>>>> will look at it when I can and see what is happening. 
>>>>
>>>> polarmutex
>>>>
>>>> On Sunday, June 23, 2024 at 4:16:19 PM UTC-4 [email protected] wrote:
>>>>
>>>>> I'm trying to get going with fava-envelope. 
>>>>>
>>>>> The problem: Budget envelopes show up as expected but I'm not seeing 
>>>>> activities show up as I expected they would.
>>>>> [image: Screen Shot 2024-06-23 at 12.24.00 PM.png]
>>>>> My expectations were:
>>>>> 1. The following ledger entries would show up in the Expenses:Food row 
>>>>> as -175, reducing the amount available to 1225. It's clear these 
>>>>> transactions are being seen and processed by the extension but the 
>>>>> Expense 
>>>>> postings aren't being counted as budget activities for reasons that elude 
>>>>> me.
>>>>>
>>>>> 2. I did not expect to see a Assets:US:Schwab:Checking row, since I 
>>>>> haven't declared it as a budget account.
>>>>>
>>>>> Here are the only transactions in the ledger:
>>>>> 2024-06-02 * "Groceries"
>>>>> Assets:US:Schwab:Checking -150 USD
>>>>> Expenses:Household:Groceries 150 USD
>>>>> 2024-06-04 * "Dining Out"
>>>>> Assets:US:Schwab:Checking -100 USD
>>>>> Expenses:Household:DiningOut 100 USD
>>>>>
>>>>>
>>>>> And here are my fava-envelope declarations:
>>>>> 2020-01-01 custom "envelope" "start date" "2024-06"
>>>>> 2020-01-01 custom "envelope" "months ahead" "12"
>>>>>
>>>>> 2020-01-01 custom "envelope" "budget account" "Expenses:*"
>>>>>
>>>>> 2024-06-01 custom "envelope" "mapping" "Expenses:Household:Groceries" 
>>>>> "Expenses:Food"
>>>>> 2024-06-01 custom "envelope" "mapping" "Expenses:Household:DiningOut" 
>>>>> "Expenses:Food"
>>>>> 2024-06-01 custom "envelope" "mapping" 
>>>>> "Expenses:Household:Automotive:Maintenance" "Expenses:Cars"
>>>>> 2024-06-01 custom "envelope" "mapping" 
>>>>> "Expenses:Household:Automotive:Insurance" "Expenses:Cars"
>>>>> 2024-06-01 custom "envelope" "mapping" 
>>>>> "Expenses:Household:Automotive:Gas" "Expenses:Cars"
>>>>>
>>>>> 2024-06-01 custom "envelope" "allocate" "Expenses:Food" 1400
>>>>> 2024-06-01 custom "envelope" "allocate" "Expenses:Cars" 500
>>>>>
>>>>> Can someone please help me correct the unexpected behavior? I'm 
>>>>> assuming I'm making mistakes in my declarations.
>>>>>
>>>>> Thank you!
>>>>>
>>>>

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