Thanks Martin! I am just now seeing your reply. I'll keep that in mind, but a little while ago I started working on an experiment using the "custom" directive and came up with this and it appears to pass muster with the syntax checker (bean-check) :
2013-01-01 open Assets:US:WellsFargo:Checking4431 institution: "Wells Fargo Bank NA" address: "123 America Street, LargeTown, USA" phone: "+1.012.345.6789" 2013-01-01 open Income:US:Donations ;; fields are as follows : ;; donor-id : a string defining a unique identifier that can be used to identify this donor in transactions. ;; donor-name : a string containing the name of the donor ;; donor-address : a string of the address for the donor ;; donor-city : a string containing the city the donor lives in ;; donor -state : donor's state ;; donor-zipcode : donor's zip code ;; donor-phone : donors phone number ;; donor-email : email address of donor 2024-09-28 custom "Donor" "john-smith" "John Smith" "123 First Street" "Palo Alto" "CA" "93501" "123-456-7890" "[email protected]" 2024-09-28 txn "john-smith" Assets:US:WellsFargo:Checking4431 -100.00 USD Income:US:Donations Do you know if bean-query would allow me to query all transactions with "john-smith" as a donor? If that's possible then I think I've got a viable path forward here that is completely within BC. I did a quick search of the internet for "custom" and bean-query but didn't really find anything. Thank you! --Rick On Saturday, September 28, 2024 at 9:39:42 AM UTC-7 Martin Blais wrote: > Just use a metadata field with a unique id per client > and maintain a spreadsheet with all the details, > just join the two with a script. > You can extract that metadata using queries or a script. > > > On Thu, Sep 26, 2024 at 5:27 PM Rick F <[email protected]> wrote: > >> Hi.. I work at a small non-profit organization and am looking at whether >> any of the PTA apps out there (ledger, hledger or beancount primarily) can >> be used to handle our accounting needs or not. One big area that I'm having >> difficulty with is tracking donations that we receive with (hopefully) full >> contact info so we can pull reports at year-end of person X's donations are >> ... blah blah blah (report info). >> >> I found someone's prior work associated with Ledger (using lots of tags) >> for much of what I'm after but still nothing that allows me to track donor >> information aside from a simple name. >> >> After reading through the docs for beancount, I'm hoping that there's a >> way to use meta-data to help with this perhaps..? >> >> I was hoping someone here that knows beancount way better than I do could >> give me the 50,000ft answer of whether this will be like pushing a boulder >> up hill or not.. Thanks much! >> >> -- >> 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/30808cf2-ce0f-42b3-88a7-b822c51d0cf4n%40googlegroups.com >> >> <https://groups.google.com/d/msgid/beancount/30808cf2-ce0f-42b3-88a7-b822c51d0cf4n%40googlegroups.com?utm_medium=email&utm_source=footer> >> . >> > -- 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/2567ba6d-3f90-412e-8e7c-0ae0beaf5c4fn%40googlegroups.com.
