Maybe for me it's because I'm used to having all the data together, and shifting to something else where some is stored here and other parts there is a bit, perhaps, disconnected I suppose in my head ATM. Maybe I just need to stand back and try to picture a system where things don't quite work as you picture them in your mind and try to look at them from different angles. In our case I also need to look at things from our business needs and I'll admit that using some of the ancillary packages I see for Beancount (e.g. beanhub-forms, etc) I might like to use at some point .. maybe.. thanks for the nudge.. I'll try to figure all this out.
On Sunday, September 29, 2024 at 2:19:08 PM UTC-7 [email protected] wrote: > On Saturday, September 28, 2024 at 11:40:50 PM UTC+2 Rick F wrote: > > > > ;; fields are as follows : > ;; donor-id : a string defining a unique identifier that can be used > to identify this donor > ;; 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]" > > > > Why do you want to keep all this information in the beancount ledger? > > I would just keep keep it somewhere else (e.g. in Excel file). What is > important in beancount is to put in a transaction some piece of > information, which will allow you to uniquely identify a donor. In a > simplest term this can be just a payee field > > E.g.: > > 2024-09-28 * "john-smith" "Donation" > > Assets:US:WellsFargo:Checking4431 -100.00 USD > Income:US:Donations > > You can then run a query, which will show you a total amount of donations > per payee. E.g.: > > select payee, sum(position) > where account = 'Income:US:Donations' and year 2014 > > You then import query result in Excel and just VLOOKUP address, name, city > etc in Excel. > > There is no reason to do all of this directly in beancount. > > And if you want to automate it further, you can build all this logic > somewhere in Jupyter notebook. > > Does it make sense? > > -- 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/0bf47585-d85f-410d-8c20-26bc2c478396n%40googlegroups.com.
