On Sat, Apr 11, 2020 at 12:07 AM John Wiegley <[email protected]> wrote: > > >>>>> "o" == o1bigtenor <[email protected]> writes: > > o> When I look at a cashier's slip I can figure out what accounts things go > o> into - - - dunno how you'd be able to automate all of that - - - - well > o> maybe but that would mean having a complete copy of all the UAN and EAN (I > o> think that is what the US and the European bar code associations are) bar > o> codes. Might be a large assumption that one could make that an error free > o> process. > > You can also semi-automate. For example, I don't think that I can fully > automate the calculation of the Wash Sale Rule for capital loss transactions > followed by a repurchase of "the same equity or a substantially equivalent > instrument", since the government determines what equivalent means in that > context. > > However, I can maintain a small data file with wash sales from my broker > (which can also be downloaded as a tab-separated file), and then whenever my > code determines that a purchase is occurring, look to see whether there is an > applicable wash sale for that security on the given day. > > Perhaps you don't need all of UAN/EAN, but there's a way to download what you > do need, so that you only maintain that. > > The main idea here being: take whatever you do manually, and teach the > computer how to replicate as much of that activity as possible. > Hmmmmmmmmm - - - think I'm still stuck with manual entry for most of my transactions - - - - oh well.
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