On Monday, September 2, 2024 at 10:45:36 PM UTC+2 DK wrote:


 

Out of curiosity, how do you generate reports? I’ve seen you have variables 
in your reports. I have a bunch of queries saved in my beancount file, 
which I run with ‘bean-query .run’ but I’m looking for a way to generate 
more dynamic reports, potentially with variables, and even being able to 
manipulate the result of the reports (for example one report I miss is a 
monthly PnL with summary line, but it’s not possible to do it in one query 
without intermediate variables).


I use beancount from within jupyter notebook, where I do initial data 
extract using beanquery, but further manipulations (e.g. adding total 
value) in pandas.  This gives one exactly the flexibility you are looking 
for

*Here is example:*

https://colab.research.google.com/drive/1laDSOEdxMC2b9yo3zX8e-gxyomM5Zuqm?usp=sharing

*Here is more information*
https://github.com/isabekov/beancount-multiperiod-reports




 



On Mon, Sep 2, 2024 at 20:04 Chary Chary <[email protected]> wrote:



On Monday, September 2, 2024 at 2:02:17 PM UTC+2 DK wrote:

So if I convert all my USD into EUR, I would record a transaction and will 
use the conversion rate offered by my bank/financial institution that will 
carry the conversion. This should answer questions like "how come you 
started with 100 EUR and 100 USD, and ended up with 300 EUR without any 
profit/loss?" Look at the books, and you will see that there was a 
conversion of 100 USD to 200 EUR at the rate offered by my bank.



For business purposes, do you actually need to be able to explain how you 
got from net worth A to net worth B ?

Please keep in mind, that in general there is no report (yet), which will 
explain this if case of multi-currency situation and conversion between 
currencies (check this )

Check discussion
https://groups.google.com/g/beancount/c/MQQZ24tTgWE/m/4GlqR7_QAAAJ
 

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