On Wed, Jan 15, 2025 at 3:20 AM Brian Lalor <[email protected]> wrote:

>
> > On Jan 15, 2025, at 3:22 AM, Red S <[email protected]> wrote:
> >
> > I might be missing something, but why not simply import it from your
> institution?
>
> I use my ledger for planning and some amount of budgeting, not just
> recording what my bank thinks has happened.
>
> > Else, doesn't it seem like a lot of trouble to insert a transaction when
> the date and amount are likely incorrect?
>
> My current process isn’t ideal, which is why I’m asking what others are
> doing.


This is the first time I've heard on this list of anyone using beancount
for forward projections.  All the discussion I've seen has been about
recording transactions that have actually already happened.  So I suspect
there aren't a lot of others doing this sort of thing.

"beanahead" sounds promising though, good luck!


> Last week got a utility bill with a payment due date of mid-February.
> Because I use a tool to bulk-generate recurring transactions for a target
> month, I now have a couple dozen projected transactions for the next 45ish
> days in my ledger that I don’t want to see when I look in Fava. Yes, I can
> apply date filters to limit the range, but those transactions are still
> going to show in other queries unless I limit the end date. It’s just
> working around those future entries that I’d like to avoid.
>
> Rather than bulk-generating recurring transactions once a month or so, I’d
> like to import them closer to when they’re projected to land, and avoid
> duplicates. This probably means working with beangulp, and I’m looking for
> existing tools or prior art for this type of thing.
>
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