I'm struggling to come up with the right workflow for filing capital gains taxes each year.
I have too many lots for manual lot selection to be feasible, so I rely on automatic booking. However, the method I picked when I started filing my taxes a few years ago may no longer be what I want to use. One option would be to run parsing and booking for the older transactions, and somehow persist the booking decisions. AFAIK, this isn't currently possible with Beancount but it doesn't seem too difficult in practice. Another option would be to create sub-accounts for each account, per year (or whatever time period), since then I can assign per-account booking methods for each year. This doesn't require any changes to Beancount, but it makes my accounts messier and requires synthetic transfers from one year's account to the next. Finally, another option is to implement a new virtual booking method that dispatches to a particular booking method based on the date of the transaction. This is kind of easiest but seems the ugliest. any thoughts? eric -- 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/CAFXPr0u6rD3MErQGhRvhV5v9YbtrF4%2BUWa1PphECfXAtcniy-g%40mail.gmail.com.
