Here are some examples:
account Assets:Foo_Bank:Deposit1
accountmetadata :CD:fdicinsured:autorenew:ladder:taxable
accountmetadata startdate:2013/01/01
accountmetadata maturitydate:2013/06/01
accountmetadata interestrate:1%
accountmetadata accountnumber:908234901
account Assets:Bar_Bank:Deposit7
accountmetadata :CD:autorenew:ladder:taxdeferred
accountmetadata startdate:2013/03/01
accountmetadata maturitydate:2013/09/01
accountmetadata interestrate:0.85%
accountmetadata accountnumber:9020104390
Reporting:
Show the balance of all my CDs in any institution:
ledger bal "accounttag('CD')"
Show all my FDIC insured deposits vs. those that aren't:
ledger bal "accounttag('CD') and accounttag('fdicinsured')"
ledger bal "accounttag('CD') and not accounttag('fdicinsured')"
Show all my deposits maturing in the next 3 months:
ledger bal "accounttag('CD')
and accountmetadata(maturitydate >= '2013/01/01')
and accountmetadata(maturitydate <= '2013/04/01')"
I haven't shown the output, but it should be fairly obvious. Other useful
queries:
- show me all CDs with interest rates of less than 1%
- show me all the CDs which are a part of my CD ladders
- show me all my taxable CDs so I can match them against the 1099s tax
statements I've received (or so I can estimate my tax for next year or send
them to my accountant)
In summary, it seems like ledger already has a ton of useful meta-data
functionality for transactions that could help a lot at the account level
as well.
On Wednesday, July 16, 2014 11:18:54 AM UTC-7, Craig Earls wrote:
>
> I think this is a very interesting idea but I am not really getting it.
> Imagine that ledger does exactly what you want. Could you put together a
> brief example command line, the input and output?
>
> On Wednesday, July 16, 2014, Red Street <[email protected] <javascript:>>
> wrote:
>
>> The preamble route perhaps solves some requirements, but not others. For
>> example, I'd like to be able to use tags and dates (and even just other
>> pieces of text) in account meta-data that I'd like to be able to use with
>> Ledger's filtering and reporting capabilities. I'm hoping the note
>> sub-directive will help in this regard.
>>
>> On Wednesday, July 16, 2014 10:56:10 AM UTC-7, Craig Earls wrote:
>>>
>>> OK. I think I get it. You want a way to dump account metadata to produce
>>> custom reports. The ledger metadata methodology uses metadata to determine
>>> which transaction or posting to display and use in calculations. If you
>>> want, for example, a preamble with account metadata dumped prior to a
>>> register report for that account it would be best to develop a custom
>>> script that grabbed the account level data you want them ran ledger to
>>> produce the report.
>>>
>>> On Wednesday, July 16, 2014, Red Street <[email protected]> wrote:
>>>
>>>> On Wednesday, July 16, 2014 10:39:23 AM UTC-7, Craig Earls wrote:
>>>>>
>>>>> I am not aware of that "note" directive. Where did you find it?
>>>>>
>>>>> I too wonder what adding meta data to an account would bring to the
>>>>> party.
>>>>>
>>>>
>>>> I should add to my previous post with examples of how it could be
>>>> helpful:
>>>>
>>>> Ledger is an excellent tool, but what it does not have (and for
>>>> excellent reasons) is a GUI of some sort which makes presentation, and
>>>> sometimes even filtering super easy. My workflow involves feeding csv
>>>> output from ledger into a custom spreadsheet which makes presentation and
>>>> filtering extremely easy, and also allows me to share the output with
>>>> others (payees, accountants, etc.) who don't use ledger. One of the vital
>>>> parts I'm missing here is account meta-data, which explains my question.
>>>>
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>>>>
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>>>
>>>
>>> --
>>> Craig, Corona De Tucson, AZ
>>> enderw88.wordpress.com
>>>
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>
>
> --
> Craig, Corona De Tucson, AZ
> enderw88.wordpress.com
>
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