Wow, so simple. That is pretty close to what I need, I'm just wondering if there is a way to filter out only transactions that have a posting with a specific account.
For example, take these transactions: 2024-01-01 * "Opening Balances" Liabilities:Credit -1000.00 USD Equity:Opening 1000.00 USD 2024-09-01 * "Salary" Assets:Checking 3000.00 USD Income:Salary -3000.00 USD 2024-09-02 * "Interest" Expenses:Interest 10.00 USD Liabilities:Credit -10.00 USD 2024-09-03 * "Credit payment" Liabilities:Credit 100.00 USD Assets:Checking -100.00 USD 2024-09-04 * "Groceries" Expenses:Food 200.00 USD Assets:Checking -200.00 USD Running that query will list all the accounts with their balances for that period, which is great: --------------------- -------------- account SUM(position Assets:Checking 2700.00 USD Expenses:Food 200.00 USD Expenses:Interest 10.00 USD Income:Salary -3000.00 USD Liabilities:Credit 90.00 USD But is there a way to only select the transactions that have postings with 'Assets:Checking'? So it would look like this --------------------- -------------- account SUM(position Assets:Checking 2700.00 USD Expenses:Food 200.00 USD Income:Salary -3000.00 USD Liabilities:Credit 100.00 USD So I can see everything that came out of my checking account in the given period? Note that the Liabilities:Credit balance is adjusted to no longer include the interest charge. September 20, 2024 at 1:18 PM, "Chary Chary" <[email protected]> wrote: > > P.S. changes to Equity will also be shown > > On Friday, September 20, 2024 at 8:16:13 PM UTC+2 Chary Chary wrote: > > > > > Hi, > > > > I am not sure exactly what you want to achieve, but the following query > > will give you a sum of all changes to to all accounts (including Assets and > > Liabilities) over the period of time > > > > SELECT account, SUM(position) > > WHERE date >=2024-09-12 and date <=2024-09-26 > > > > This will be all of your incomes, all expenses over the period, as well as > > changes to Assets and Liabilities over the same period. > > > > Total will be 0. > > > > On Friday, September 20, 2024 at 6:30:29 PM UTC+2 Oscar & Alejandra wrote: > > > > > > > > Hello everyone, > > > > > > I am using the latest beanquery from PyPI (v0.1.dev0) and I'm pretty new > > > to SQL and beanquery's SQL-like syntax. I am trying to produce a report > > > where I can see all of my expenses for a certain period, something like > > > what my bank statement would show but grouped by my expense categories. I > > > found this in the examples in the docs and it's pretty close to what I > > > want but I'm not sure how to grab the 'transfers' from my asset account. > > > For example when I make a payment towards my credit card or when I > > > transfer into my savings. > > > > > > FROM OPEN ON 2024-09-12 CLOSE ON 2024-09-26 > > > SELECT account, SUM(position) > > > WHERE account~"Income|Expenses" > > > GROUP BY 1 > > > ORDER BY 1 > > > > > > The above query produces something like the following: > > > > > > ----------------------------------- ------------ > > > account SUM(position > > > Expenses:Auto:Fuel 50.00 USD > > > Expenses:Auto:Insurance 140.00 USD > > > Expenses:Clothes 20.00 USD > > > Expenses:Debt:Interest 83.00 USD > > > Expenses:Food:Dining 100.00 USD > > > Expenses:Food:Groceries 140.00 USD > > > Expenses:Home:Utilities:Electricity 80.00 USD > > > Expenses:Home:Utilities:Water 70.00 USD > > > Income:Salary -3000.00 USD > > > > > > Where I would really like something like this > > > > > > ----------------------------------- ------------ > > > account SUM(position > > > Expenses:Auto:Fuel 50.00 USD > > > Expenses:Auto:Insurance 140.00 USD > > > Expenses:Clothes 20.00 USD > > > Expenses:Debt:Interest 83.00 USD > > > Expenses:Food:Dining 100.00 USD > > > Expenses:Food:Groceries 140.00 USD > > > Expenses:Home:Utilities:Electricity 80.00 USD > > > Expenses:Home:Utilities:Water 70.00 USD > > > Income:Salary -3000.00 USD > > > Liabilities:CreditCard 100.00 USD > > > Assets:Savings 300.00 USD > > > > > > Which would essentially show everything my 'paycheck' was spent on for > > > the period selected. Is this possible using beanquery? > > > > > > Thanks! > > > > > > Oscar & Ale > > > > > > [email protected] > > > > > > -- > 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/12877477-b999-45f6-aaba-042d4c101254n%40googlegroups.com > > https://groups.google.com/d/msgid/beancount/12877477-b999-45f6-aaba-042d4c101254n%40googlegroups.com?utm_medium=email&utm_source=footer > . > Oscar & Alejandra Camorlinga [email protected] -- 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/20a308a2bde96353dd73836a6df46c3348ce7f2d%40aleyoscar.com.
