Hello Dan,
Well, there are several ways you can do this, actually. Even looking at
your example, it kind of suggests a way of doing this. Categories, or
"accounts" in beancounter-speak can be hierarchical, so you could do:
Expenses:Rent:Property A
Expenses:Rent:Property B
Expenses:Mortgage:Property A
Expenses:Mortgage:Property B
However, to do it properly, you probably need to differentiate "financial
categories" and "labels". (Which are called accounts and tags in
ledger-speak)
So, you'd do something like:
2017-01-01 Mortgage Payment for Property A
; Property: A
Expenses:Mortgatge £1000
Assets:Current Account
2017-02-02 Rent Income for Property B
; Property: B
Assets:Current Account £1000
Income:Rent
...
And then you can use the --pivot TAG feature to generate a report pivoted
around the tags, but still having proper, meaningful categories in
accounting terms:
ledger bal -f my.dat --pivot Property --period 2017
Property
£1000 PropertyA:Income:Rent
£1000 PropertyB:Income:Rent
£1000 PropertyA:Expenses:Mortgage
£1000 PropertyB:Expenses:Mortgage
On Thu, 22 Mar 2018 at 13:09 Daniel Scott <[email protected]>
wrote:
> Hi,
>
> Hopefully a simple question. I'm looking for something to help with my
> taxes.
>
> I need to add multiple categories to each transaction, and then generate a
> report for an arbitrary period which shows the total in each category. For
> example:
>
> 1/1/2017 £10 rent,property,propertyA
> 1/1/2017 £10 rent,property,propertyB
> 1/1/2017 -£10 rent,home,holiday
> 1/2/2017 -£10 mortgage,property,propertyA
> 1/2/2017 -£10 mortgage,property,propertyB
>
> Then the report(s) would let me answer, for example:
>
> Total rent for propertyA in 2017
> Total rent for propertyB in the first half of 2017
> Total property rent in 2017 and 2018
> Overall profit/loss for propertyA
> Overall profit/loss for all properties
>
> Can ledger do this? It seems more like it's useful for reconciling
> accounts which maintain a running total, but I'm looking for something
> which essentially starts at 0 for the time period that I'm interested in.
>
> Thanks,
>
> Dan
>
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