Advise on best way to approach following importer.

[mployby]

Hello everyone!

I need to write importer that will
1 categorize sale and refund transactions dividing them per division
2 aggregate them
3 other transactions (non sale or refund) provide in regular way (1 leg) so 
later smart importer will be able to categorize them.

Approximate CSV file format (simplified, in real file transactions go in 
random order and are more numerous.)
DateType   NarrationGross FeeNet
4/1/2019Sale   Product by DIVB   100   -5 95
4/2/2019Sale   Product by DIVB50-2.50  47.50
4/3/2019Refund Product by DIVB   -502-48

4/11/2019   Sale   Product by DIVC40   -2 38
4/12/2019   Sale   Product by DIVC20   -1 19
4/13/2019   Refund Product by DIVC   -200-20

4/21/2019   PaymentSome Expense   -50 -5
4/22/2019   PaymentSome Expense  -100-10
4/23/2019   PaymentSome Expense  -150-15

Needed Output:
2019-04-21 * "Some Expense"
  Assets:Paypal -5.00 USD

2019-04-22 * "Some Expense"
  Assets:Paypal-10.00 USD

2019-04-23 * "Some Expense"
  Assets:Paypal-15.00 USD   
   

2019-04-30 * "Paypal Sales Apr 2019 DIVB"
  Income:DIVB:Paypal:Revenue:Sales   -150 USD
  Expenses:DIVB:Paypal:Fees:TransactionFees  7.50 USD
  Income:DIVB:Paypal:Revenue:Refunds   50 USD
  Expenses:DIVB:Paypal:Fees:RefundedFees   -2 USD
  Assets:Paypal 94.50 USD
 
2019-04-30 * "Paypal Sales Apr 2019 DIVC"
  Income:DIVC:Paypal:Revenue:Sales-60 USD
  Expenses:DIVC:Paypal:Fees:TransactionFees 3 USD
  Income:DIVC:Paypal:Revenue:Refunds   20 USD
  Assets:Paypal37 USD


I am trying to understand what's the best way to approach it. Can i build 
on functionality of default CVS importer ?

So far i have the following plan:
1 Since i will have several files with identical format whose contents 
won't allow to match importer to file,
i will use file name regex to do that. "fnregex".I wil need to customize 
the class to make identify() match on fnregex
2 I will write/use "txnregex" regex to get sale/refund transactions and 
categorize them. (regex will work on NARRATION and SUPPL, suppl is 
"supplementory" - used only for regex purporse)
I will need to add additional functionality to default CVS importer 
(amount1, amount2, amount3 / account1, account 2, account 3)
3 I will need to write "Aggregate" to aggregate transactions.
4 To get remaining transactions i can either try to use NOT regex negative 
for the ones used for DIVB and DIVC, or possibly create temporary file 
deliting transactions from step 2.

Resulting config will look something like this:
CONFIG = [
# Paypal_CO
csv.Importer (
# Division B Aggregated Sales and Refunds
Aggregate(
# Division B Sales
({
csv.Col.DATE: 'Date',
csv.Col.NARRATION: 'Narration',
csv.Col.SUPPL: 'Type',
csv.Col.AMOUNT1: 'Gross',
csv.Col.AMOUNT2: 'Fee',
csv.Col.AMOUNT3: 'Net',
},
account1 = 'Income:DIVB:Paypal:Revenue:Sales',
account2 = 'Expenses:DIVB:Paypal:Fees:TransactionFees',
account3 = 'Assets:Paypal',
txnregex = '^(?=.*\DIVB\b)(?=.*\Sale\b).*$'),
# Division B Refunds
({
csv.Col.DATE: 'Date',
csv.Col.NARRATION: 'Narration',
csv.Col.SUPPL: 'Type',
csv.Col.AMOUNT1: 'Gross',
csv.Col.AMOUNT2: 'Fee',
csv.Col.AMOUNT3: 'Net',
},
account1 = 'Income:DIVB:Paypal:Revenue:Refunds',
account2 = 'Expenses:DIVB:Paypal:Fees:RefundedFees',
account3 = 'Assets:Paypal',
txnregex = '^(?=.*\DIVB\b)(?=.*\Refund\b).*$'),
)
# Division C Aggregated Sales and Refunds
Aggregate(
# Division C Sales
({
csv.Col.DATE: 'Date',
csv.Col.NARRATION: 'Narration',
csv.Col.SUPPL: 'Type',
csv.Col.AMOUNT1: 'Gross',
csv.Col.AMOUNT2: 'Fee',
csv.Col.AMOUNT3: 'Net',
},
account1 = 

Re: Help with bean-bake.

[mployby]

Thank you Jakub, i figured it out.

On Monday, May 4, 2020 at 6:21:07 AM UTC-4, kuba jamro wrote:
>
> If you are trying to get a view on the last UK tax year then I think you 
> need can do that with Fava.
>
> You need to add the following into your beancount file and then you can 
> use FY2019 as the filter in the Fava web interface 
>
> custom "fava-option" "fiscal-year-end" "04-05"
>
> Alternatively you can just specify the dates in Fava manually for any 
> period you like for intance
> 2019-04-2020-01 or 2019-04-06-2020-01 or 2019-2020 or 2019-2020-06 or any 
> combination of Y(-M(-D)?)?-Y(-M(-D)?)?.
>
> Kind regards,
> Jakub.
>
> On Thursday, 30 April 2020 01:49:41 UTC+1, mpl...@gmail.com wrote:
>>
>> Hi everyone!
>>
>> I have several questions on bean-bake hope someone could help:
>>
>> 1. What's the argument for --first-month ? 
>> "--first-month APRIL" and "--first-month APR" result in error
>> "--first-month 4" runs but does not make any difference, year still 
>> starts with Jan 01
>>
>> 2. What's the argument for --view ?
>> I tried:
>> "--view view/year/2018",
>> "--view year/2018"
>> "--view view/year/2018/journal/Income.html"
>> "--view year/2018/journal/Income.html"
>> does not work.
>>
>> 3. How difficult it will be to add function to bake files for specific 
>> period,
>> example "2019-04-01 - 2019-06-20" ?
>> Which files should i start looking into?
>>
>> Thank you!
>>
>

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Re: Help with bean-bake.

[mployby]

Thank you for your reply. I see now, i was playing more with beancount 
query language and manged to cover most of things i need. (fava generate 
excel files for beancount queries, so i can export them easy)
Just want to say thank you for building great tool and easy to follow 
documentation ! Truly great project!

On Saturday, May 2, 2020 at 5:55:18 PM UTC-4, Martin Blais wrote:
>
> On Wed, Apr 29, 2020 at 8:49 PM > wrote:
>
>> Hi everyone!
>>
>> I have several questions on bean-bake hope someone could help:
>>
>
> Keep in mind in the responses below that
> - bean-web is deprecated and new features will not be supported, 
> - bean-bake is implemented mainly using bean-web,
> - Fava should be used instead whenever possible.
>
>  
>
>>
>> 1. What's the argument for --first-month ? 
>> "--first-month APRIL" and "--first-month APR" result in error
>> "--first-month 4" runs but does not make any difference, year still 
>> starts with Jan 01
>>
>
> I don't recall implementing that (I think it was a submission), but I 
> think it's intended to set the start of the annual filter (the start of the 
> financial year).
> After making the fixes I wrote down below, it seems to work, i was able to 
> get a 2019-04 to 2020-04 year.
> (Note: You need to follow the link to the index file in the archive. 
> There's no link at the root)
>
>  
>
>> 2. What's the argument for --view ?
>> I tried:
>> "--view view/year/2018",
>> "--view year/2018"
>> "--view view/year/2018/journal/Income.html"
>> "--view year/2018/journal/Income.html"
>> does not work.
>>
>
> Indeed. I just make a quick fix for it.
>
>   
>
>> 3. How difficult it will be to add function to bake files for specific 
>> period,
>> example "2019-04-01 - 2019-06-20" ?
>> Which files should i start looking into?
>>
>
> Under beancount/beancount/web
> I would not recommend it, I'd recommend reaching out to the Fava team 
> instead, they may have a better solution to filter and bake files.
> bean-web is deprecated, and by extension, I suppose that includes 
> bean-bake.
> If Fava doesn't support baking files for sharing, I'd like to suggest 
> someone should build a tool that is purely focused on that (and does all 
> kinds of special things just for sharing).
>
> All future built-in support for Beancount reporting will be done via SQL 
> client.
> If there's a web front end in the future, it'll just be rendering the 
> output of SQL statements and adding some whizbang. 
> The current web app will be removed, and bean-bake will go eventually.
>
>  
>
>>
>> Thank you!
>>
>> -- 
>> 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 bean...@googlegroups.com .
>> To view this discussion on the web visit 
>> https://groups.google.com/d/msgid/beancount/44cbaae0-ef8b-4ea6-a2f8-aa4f6c8f1998%40googlegroups.com
>>  
>> 
>> .
>>
>

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Re: Question on query output on per transaction basis.

[mployby]

i tried to use bean-bake, but stumbled upon couple issues / questions. 
could you please look at them 
https://groups.google.com/forum/#!topic/beancount/6P5fVmoDm9Q ? Of course 
if you will have a spare minute, i know you are in the process of migrating 
to new version control system.

On Thursday, April 30, 2020 at 9:52:37 PM UTC-4, Martin Blais wrote:
>
> Use bean-bake, or if you cannot, write a script that will upload journals 
> to a spreadsheet.
>
>
> On Thu, Apr 30, 2020 at 9:12 PM Red S > 
> wrote:
>
>> Right, but it groups postings together by transaction, which is exactly 
>> what transactions are: groups of postings.
>>
>> If this is not what you want, what exactly do you want? Send us a sample 
>> format.
>>
>> -- 
>> 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 bean...@googlegroups.com .
>> To view this discussion on the web visit 
>> https://groups.google.com/d/msgid/beancount/c38d3f41-2204-4396-a817-f95e73da41d6%40googlegroups.com
>> .
>>
>

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Re: Question on query output on per transaction basis.

[mployby]

yes, it outputs postings, not transactions.

On Thursday, April 30, 2020 at 1:28:19 PM UTC-4, Red S wrote:
>
>  Did you try: `journal` ?
>

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Question on query output on per transaction basis.

[mployby]

Guys hi,

I need to prepare general ledger for my cpa for specific period.
Since he does not have beancount installed I originally i planned to use 
bean-bake, but now i think it will be easier to general excel files in fava.

SELECT
  date, description, account, position
FROM
date > 2019-04-19 AND date < 2020-04-19

gives me close to what i need, problem is that transactions are separated 
into postings:

2019-04-20 Best Hosting Company Assets:Paypal   -15.99 USD
2019-04-20 Best Hosting Company Expenses:Hosting 15.99 USD



solution is to use PRINT:
PRINT FROM  date > 2019-04-19 AND date < 2020-04-19

which gives format close to what i need
2019-04-20 * "Best Hosting Company"
  Assets:Paypal -15.99 USD
  Expenses:Hosting   15.99 USD



But problem is that i can't export it to excel in fava. As i understood 
it's cause PRINT is generating beancount format output (not csv / excel).
Is there a query to generate output that displays data on per transaction 
basis AND is in csv / excel format so it's exportable in fava ?

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Help with bean-bake.

[mployby]

Hi everyone!

I have several questions on bean-bake hope someone could help:

1. What's the argument for --first-month ? 
"--first-month APRIL" and "--first-month APR" result in error
"--first-month 4" runs but does not make any difference, year still starts 
with Jan 01

2. What's the argument for --view ?
I tried:
"--view view/year/2018",
"--view year/2018"
"--view view/year/2018/journal/Income.html"
"--view year/2018/journal/Income.html"
does not work.

3. How difficult it will be to add function to bake files for specific 
period,
example "2019-04-01 - 2019-06-20" ?
Which files should i start looking into?

Thank you!

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Re: Is it allowed to use 12.5 USD instead of 12.50 USD ? (it's not calculated correctly)

[mployby]

"Look up how the tolerance is inferred automatically in the
documentation (or on this thread)."

I see now, so when i using "6.8" instead of "6.80" i was changing 
transaction tolerance from 0.005 to 0.05, did i understand it right ?

Also using whole numbers does not change tolerance, right ?
(example using "6" will not change tolerance to 0.5)

On Sunday, October 20, 2019 at 2:04:18 PM UTC-4, Martin Blais wrote:
>
> Look up how the tolerance is inferred automatically in the 
> documentation (or on this thread). 
> There's a bean-doctor command to print the inferred tolerances as well. 
>
> (I have on my todo list to add an option to allow the user to fix this 
> to a set value. It should have been designed like this in the first 
> place.) 
>
> On Sun, Oct 20, 2019 at 1:20 PM > wrote: 
> > 
> > Hello, 
> > 
> > I have a strange problem - when omitting 0 for cents balances are not 
> calculated correctly 
> > 
> > Example: 
> > 
> > With 
> > 
> > 
> > 2019-10-20 * "Food, EatingOut" 
> >   Expenses:Personal:Food:Water  9.68 USD 
> >   Expenses:Personal:Food:Meat:Beef  6.80 USD 
> >   Expenses:Personal:EatingOut  26.93 USD 
> >   Assets:Cash 
> > 
> > 2019-10-21 balance Assets:Cash657.78 USD 
> > 
> > 
> > "bean-check b.beancount" works correctly (balances) 
> > 
> > But with 
> > 
> > 2019-10-20 * "Food, EatingOut" 
> >   Expenses:Personal:Food:Water  9.68 USD 
> >   Expenses:Personal:Food:Meat:Beef   6.8 USD 
> >   Expenses:Personal:EatingOut  26.93 USD 
> >   Assets:Cash 
> > 
> > 2019-10-21 balance Assets:Cash657.78 USD 
> > 
> > 
> > "bean-check b.beancount" shows error: 
> > 
> > Balance failed for 'Assets:Cash': expected 657.78 USD != accumulated 
> 657.81 USD (0.03 too much) 
> >2019-10-21 balance Assets:Cash 657.78 USD 
> > 
> > Beancount 2.2.3 
> > Python 3.7.1 
> > On Windows 10. 
> > 
> > -- 
> > 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 bean...@googlegroups.com . 
> > To view this discussion on the web visit 
> https://groups.google.com/d/msgid/beancount/1ce53969-202b-47d7-af5b-5ce630ab578b%40googlegroups.com.
>  
>
>

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Re: Is it allowed to use 12.5 USD instead of 12.50 USD ? (it's not calculated correctly)

[mployby]

"Look up how the tolerance is inferred automatically in the
documentation (or on this thread)."

I see now, so when i using "6.8" instead of "6.80" i was changing 
transaction tolerance from 0.005 to 0.05, did i understand it right ?

On Sunday, October 20, 2019 at 2:04:18 PM UTC-4, Martin Blais wrote:
>
> Look up how the tolerance is inferred automatically in the 
> documentation (or on this thread). 
> There's a bean-doctor command to print the inferred tolerances as well. 
>
> (I have on my todo list to add an option to allow the user to fix this 
> to a set value. It should have been designed like this in the first 
> place.) 
>
> On Sun, Oct 20, 2019 at 1:20 PM > wrote: 
> > 
> > Hello, 
> > 
> > I have a strange problem - when omitting 0 for cents balances are not 
> calculated correctly 
> > 
> > Example: 
> > 
> > With 
> > 
> > 
> > 2019-10-20 * "Food, EatingOut" 
> >   Expenses:Personal:Food:Water  9.68 USD 
> >   Expenses:Personal:Food:Meat:Beef  6.80 USD 
> >   Expenses:Personal:EatingOut  26.93 USD 
> >   Assets:Cash 
> > 
> > 2019-10-21 balance Assets:Cash657.78 USD 
> > 
> > 
> > "bean-check b.beancount" works correctly (balances) 
> > 
> > But with 
> > 
> > 2019-10-20 * "Food, EatingOut" 
> >   Expenses:Personal:Food:Water  9.68 USD 
> >   Expenses:Personal:Food:Meat:Beef   6.8 USD 
> >   Expenses:Personal:EatingOut  26.93 USD 
> >   Assets:Cash 
> > 
> > 2019-10-21 balance Assets:Cash657.78 USD 
> > 
> > 
> > "bean-check b.beancount" shows error: 
> > 
> > Balance failed for 'Assets:Cash': expected 657.78 USD != accumulated 
> 657.81 USD (0.03 too much) 
> >2019-10-21 balance Assets:Cash 657.78 USD 
> > 
> > Beancount 2.2.3 
> > Python 3.7.1 
> > On Windows 10. 
> > 
> > -- 
> > 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 bean...@googlegroups.com . 
> > To view this discussion on the web visit 
> https://groups.google.com/d/msgid/beancount/1ce53969-202b-47d7-af5b-5ce630ab578b%40googlegroups.com.
>  
>
>

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Is it allowed to use 12.5 USD instead of 12.50 USD ? (it's not calculated correctly)

[mployby]

Hello,

I have a strange problem - when omitting 0 for cents balances are not 
calculated correctly

Example:

With 


2019-10-20 * "Food, EatingOut"
  Expenses:Personal:Food:Water  9.68 USD
  Expenses:Personal:Food:Meat:Beef  6.80 USD
  Expenses:Personal:EatingOut  26.93 USD
  Assets:Cash

2019-10-21 balance Assets:Cash657.78 USD


"bean-check b.beancount" works correctly (balances)

But with

2019-10-20 * "Food, EatingOut"
  Expenses:Personal:Food:Water  9.68 USD
  Expenses:Personal:Food:Meat:Beef   6.8 USD
  Expenses:Personal:EatingOut  26.93 USD
  Assets:Cash

2019-10-21 balance Assets:Cash657.78 USD


"bean-check b.beancount" shows error:

Balance failed for 'Assets:Cash': expected 657.78 USD != accumulated 657.81 
USD (0.03 too much)
   2019-10-21 balance Assets:Cash 657.78 USD

Beancount 2.2.3
Python 3.7.1
On Windows 10.

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How to export to excel ? (fava)

[mployby]

Guys hi,

Could you help me understand how to export to excel in fava ?
Here is what i did:

1 installed fava with excel dependency

> pip3 install fava[excel]
>

2 click "arrow button" next to import.

But the only option i am getting is:

Download currently filtered entries as a Beancount file
>

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Re: Chart difference between 2 accounts (Fava)

[mployby]

"It can have issues, though, in showing things outside of Company1 if you 
have transactions that have multiple postings dealing with the root 
'Company1' and outside of 'Company1'."
-that's exactly the issue i have.

"I haven't figured out how to handle this scenario elegantly yet, some just 
split these types of transactions out."
-i guess that what i will have to do as well.

"The any expression is particular to fava and documented in it's own help 
menu (e.g. see: 
https://fava.pythonanywhere.com/huge-example-file/help/filters/ ) . some 
more discussion in https://github.com/beancount/fava/issues/768;
-thank you!

On Tuesday, August 27, 2019 at 3:35:47 PM UTC-4, mpl...@gmail.com wrote:
>
> Guys hi,
>
> Is it possible to chart difference between 2 accounts ?
>
> Let say i have 2 accounts
> Income:Business:Company1
> Expenses:Business:Company1
>
> Right now i see charts for them individually at
> localhost:5000/myledger/account/Income:Business:Company1 and
> localhost:5000/myledger/account/Expenses:Business:Company1
>
> Can i see chart for "Income:Business:Company1" + 
> "Expenses:Business:Company1" ?
>

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Is it bad practice to use multiple postings ?

[mployby]

Guys hi,

As the title says i wonder if it's bad practice to use multiple postings.

Sometimes i use transactions with multiple postings, example:

2019-09-06 * "Paid for ..."
  Expenses:Business:Company1200 USD
  Expenses:Business:Company2200 USD
  Assets:Cash -400 USD

or 

2019-09-06 * "Paid for ... & Received"
  Expenses:Business:Company1200 USD
  Expenses:Business:Company2200 USD
  Income:Business:Company1  -50 USD
  Assets:Cash -350 USD

It worked great for my needs, but now that i'd like to filter 
expenses/income only related to Company1 fava filter 
"any(account:"Expenses:Business:Company1)" 
does not work for this type of transactions.

So i wonder if it's better practice to use simple transactions like

2019-09-06 * "Paid for ..."
  Expenses:Business:Company1200 USD
  Assets:Cash -200 USD

..

So one can be more flexible with filters, etc if need arises.

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Re: Chart difference between 2 accounts (Fava)

[mployby]

And where can i read more on this "any(account:"X"), any(account:"X*")" 
expression ?
Can't find it in neither in fava nor in beancount docs.

On Tuesday, August 27, 2019 at 3:35:47 PM UTC-4, mpl...@gmail.com wrote:
>
> Guys hi,
>
> Is it possible to chart difference between 2 accounts ?
>
> Let say i have 2 accounts
> Income:Business:Company1
> Expenses:Business:Company1
>
> Right now i see charts for them individually at
> localhost:5000/myledger/account/Income:Business:Company1 and
> localhost:5000/myledger/account/Expenses:Business:Company1
>
> Can i see chart for "Income:Business:Company1" + 
> "Expenses:Business:Company1" ?
>

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Re: Chart difference between 2 accounts (Fava)

[mployby]

Vivek hi,

Thank you for your reply

Seems like it's not working for me, it filters out some of the accounts, 
but still lots of non Company1 accounts are present.
(so it filters but not fully)

Could you understand what i am doing wrong ?

I am entering in field called "Filter by tag, payee, ..." ?
(I have 3 fields in upper right total: "Time", "Account" and "Filter by 
tag, payee, ...")

Also i see that "any(account:"Expenses:Business:Company1") does not have "*"
and any(account:"Income:Business:Company1*")" does have "*".
Tried adding and removing them - still no luck.

On Monday, September 16, 2019 at 7:23:59 PM UTC-4, Vivek Gani wrote:
>
> There's a couple things you can try in fava:
>
> 1. Go to fava's income statements:
> 2. In the upper right advanced filter enter in (without begin/end quotes):
> "any(account:"Expenses:Business:Company1"), 
> any(account:"Income:Business:Company1*")"
> This should at least filter down to the business itself and show a net 
> profit chart. You can then add a 'fava-sidebar-link' so you can easily get 
> to it.
>
> Alternatively, you may want to consider making a fava 'extension report' 
> to do a custom view of multiple charts. Extension Reports should now be in 
> the latest 1.11 version of Fava.
>
>
> On Tuesday, August 27, 2019 at 12:35:47 PM UTC-7, mpl...@gmail.com wrote:
>>
>> Guys hi,
>>
>> Is it possible to chart difference between 2 accounts ?
>>
>> Let say i have 2 accounts
>> Income:Business:Company1
>> Expenses:Business:Company1
>>
>> Right now i see charts for them individually at
>> localhost:5000/myledger/account/Income:Business:Company1 and
>> localhost:5000/myledger/account/Expenses:Business:Company1
>>
>> Can i see chart for "Income:Business:Company1" + 
>> "Expenses:Business:Company1" ?
>>
>

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Chart difference between 2 accounts (Fava)

[mployby]

Guys hi,

Is it possible to chart difference between 2 accounts ?

Let say i have 2 accounts
Income:Business:Company1
Expenses:Business:Company1

Right now i see charts for them individually at
localhost:5000/myledger/account/Income:Business:Company1 and
localhost:5000/myledger/account/Expenses:Business:Company1

Can i see chart for "Income:Business:Company1" + 
"Expenses:Business:Company1" ?

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Re: What is best way to track not only food item, but also how much it costed per pound.

[mployby]

"The proper way to do this is to use price notation "@" and "@@". But that 
may be an overkill since you may have many different items to track. "
-could you explain why is it overkill? I look up your suggestion in 
Beancount Syntax Cheat Sheet and seems like i can do

2019-04-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 6.44 USD @ 1.49 USD
  Assets:Cash 

2019-04-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 8.01 USD @ 1.99 USD
  Assets:Cash  

etc

"Another method would be to write the information you would like to keep in 
the metadata."
-meta data can be put only 1 time per transaction, correct?

So if i have several posting/accounts in 1 transaction, example

2019-04-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 8.01 USD
  Expenses:Personal:Food:Meat:Beef  24.63 USD
  Assets:Cash  

than i won't be able to put separate meta data for each?

What i do now is

2019-04-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 8.01 USD ; 1.99 lb
  Expenses:Personal:Food:Meat:Beef  24.63 USD ; 5.99 lb
  Assets:Cash  

But problem comments are not displayed in fava

On Monday, April 15, 2019 at 10:09:24 PM UTC-4, Zhuoyun Wei wrote:
>
> The proper way to do this is to use price notation "@" and "@@". But that 
> may be an overkill since you may have many different items to track. 
>
> Another method would be to write the information you would like to keep in 
> the metadata. 
>
> -- 
> Zhuoyun Wei 
>
> On Tue, Apr 16, 2019, at 05:04, mpl...@gmail.com  wrote: 
> > Guys hi, 
> > 
> > Before i was tracking food in 1 single account 
> > 
> > Expenses:Personal:Food 
> > 
> > But than i tried to split them in particular food categories 
> > 
> > Expenses:Personal:Food:Fruit:Apples 
> > Expenses:Personal:Food:Meat:Beef 
> > etc 
> > 
> > And found out that this way i can see much more clear picture and that 
> > i started to care how much i actually paid per pound. 
> > i've found out that often price on same food item can very greatly 
> > (apples can cost 0.99lb, 1.49lb and 1.99lb for same variety even in 
> > same market) 
> > 
> > What's the best way to track it? 
> > 
> > Let's say now i have 
> > 
> > 2019-03-01 * "Key Foods" 
> >  Expenses:Personal:Food:Fruit:Apples 4.17 USD 
> >  Assets:Cash 
> > 
> > 2019-03-15 * "Key Foods" 
> >  Expenses:Personal:Food:Fruit:Apples 6.44 USD 
> >  Assets:Cash 
> > 
> > 2019-04-01 * "Key Foods" 
> >  Expenses:Personal:Food:Fruit:Apples 8.01 USD 
> >  Assets:Cash 
> > 
> > And there is no way to tell which of these transactions were a good buy 
> > (for 0.99lb), and which were a more careless buy (for 1.99lb). 
> > 
> >  -- 
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>
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What is best way to track not only food item, but also how much it costed per pound.

[mployby]

Guys hi,

Before i was tracking food in 1 single account

Expenses:Personal:Food

But than i tried to split them in particular food categories

Expenses:Personal:Food:Fruit:Apples
Expenses:Personal:Food:Meat:Beef
etc

And found out that this way i can see much more clear picture and that i 
started to care how much i actually paid per pound.
i've found out that often price on same food item can very greatly (apples 
can  cost 0.99lb, 1.49lb and 1.99lb for same variety even in same market)

What's the best way to track it?

Let's say now i have

2019-03-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 4.17 USD
  Assets:Cash

2019-03-15 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 6.44 USD
  Assets:Cash   

2019-04-01 * "Key Foods"
  Expenses:Personal:Food:Fruit:Apples 8.01 USD
  Assets:Cash   

And there is no way to tell which of these transactions were a good buy 
(for 0.99lb), and which were a more careless buy (for 1.99lb).

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Question on best practices (using different account vs payee)

[mployby]

Guys hi,

I have 5 contractors i am working with very often, and i'd like to be able 
to see how much i paid each of them separately as well. 
what's the best way to structure 

Right now i have it like this:

2019-02-04 * "QuickPay with Zelle payment to FreelancerName1"
  Assets:Business:Checking-100.00 USD
  Expenses:Business:Developers 

2019-02-05 * "QuickPay with Zelle payment to FreelancerName2"
  Assets:Business:Checking-50.00 USD
  Expenses:Business:Developers 

etc ...

i see 2 possible solutions, using 

2019-02-04 * "QuickPay with Zelle payment to FreelancerName1"
  Assets:Business:Checking-100.00 USD
  Expenses:Business:Developers:FreelancerName1 

2019-02-05 * "QuickPay with Zelle payment to FreelancerName2"
  Assets:Business:Checking-50.00 USD
  Expenses:Business:Developers:FreelancerName2 

or

2019-02-04 * "FreelancerName1" "QuickPay with Zelle payment to 
FreelancerName1"
  Assets:Business:Checking-100.00 USD
  Expenses:Business:Developers 

2019-02-05 * "FreelancerName2" "QuickPay with Zelle payment to 
FreelancerName2"
  Assets:Business:Checking-50.00 USD
  Expenses:Business:Developers

Which one is more preferable ?

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Re: Time tracking - is this possible?

[mployby]

Thanks for your reply.

i understand the beancount part now. I would like to use fava too, and i 
was recommended to use separate ledger file "since fava assumes a primary 
operating currency for its charts".

On Tuesday, February 19, 2019 at 11:31:51 PM UTC-5, redst...@gmail.com 
wrote:

> It's simpler than you think. There's no reason why you'd need to have a 
> separate input file. Time would be just another currency you made up (like 
> VACHR), that can coexist with your other currencies (like USD). Instead of 
> booking a 10 dollar expense, you'd book a 10 hour expense.
>

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Re: Time tracking - is this possible?

[mployby]

Here is example to make it clear what i mean:

To do time tracking should i have separate ledger file? As i understand i 
can't track money and time in same ledger cause it's different "matter".

So i am thinking about creating time account:
Assets:Time

and accounts showing how i spend time,  
Expenses:Work:Programming
Expenses:Work:Design
Expenses:Hobbies:Running
Expenses:Hobbies:Reading
etc

Do i understand it right?

On Monday, February 18, 2019 at 1:03:00 PM UTC-5, Martin Blais wrote:
>
> On Mon, Feb 18, 2019 at 5:37 AM > wrote:
>
>> Martin, did you ever end up implementing it?
>>
>
> No.
>
>
> I would be also interested to have possibility to track time.
>>
>
> You already can; the only difference here is the input format.
> "1.5" hours vs. "1h30" as the input.
>
>
> On Sunday, September 25, 2016 at 10:27:50 PM UTC-4, Martin Blais wrote:
>>>
>>> Ah I see. You want "hours minutes" type of format, with minutes over 60 
>>> minutes to form an hour. 
>>>
>>> I suppose we could define a number of regex "[0-9]{1,2}+h[0-9]{2}" to 
>>> translate to the equivalent number of minutes or hours, generically. It's 
>>> ugly - very specific, and could be used entirely out of context to do weird 
>>> things - but it would work.
>>>
>>> I doubt I'll add that for a while, that would be quite a special case.
>>>
>>>
>>>
>>> On Sun, Sep 25, 2016 at 10:24 PM, Eugene Kuzmitsky  
>>> wrote:
>>>
 Sure,

 With VACHR approach, I believe, I can't record time intervals like 1h 
 25 min etc. In ledger-cli we can use such a format, I guess, but not here.

 On Sunday, 25 September 2016 22:13:30 UTC-4, redst...@gmail.com wrote:
>
> Beancount lets you define any currency you want on the fly. You can 
> plot any of these in fava. Can you be specific on why the VACHR example 
> does not work for you?
>
> On Sunday, September 18, 2016 at 8:18:29 PM UTC-7, Eugene Kuzmitsky 
> wrote:
>>
>> Hi!
>>
>> Being a Beancount user for a while, I'm just curious, is there any 
>> method of tracking hours in Beancount? I mean ledger-like feature, not 
>> just 
>> VACHR (from example) without fractional part of hours. It would be great 
>> to 
>> have this, so one can plot the time spent by category, say, in fava.
>>
>> Thank you in advance,
>> Eugene
>>
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>>>
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Re: Time tracking - is this possible?

[mployby]

Thanks for clarifying it. 

I should have separate ledger for time tracking, correct? time and money 
should not be in same ledger...

On Monday, February 18, 2019 at 1:03:00 PM UTC-5, Martin Blais wrote:
>
> On Mon, Feb 18, 2019 at 5:37 AM > wrote:
>
> I would be also interested to have possibility to track time.
>>
>
> You already can; the only difference here is the input format.
> "1.5" hours vs. "1h30" as the input.
>
>
> On Sunday, September 25, 2016 at 10:27:50 PM UTC-4, Martin Blais wrote:
>>>
>>> Ah I see. You want "hours minutes" type of format, with minutes over 60 
>>> minutes to form an hour. 
>>>
>>> I suppose we could define a number of regex "[0-9]{1,2}+h[0-9]{2}" to 
>>> translate to the equivalent number of minutes or hours, generically. It's 
>>> ugly - very specific, and could be used entirely out of context to do weird 
>>> things - but it would work.
>>>
>>> I doubt I'll add that for a while, that would be quite a special case.
>>>
>>>
>>>
>>> On Sun, Sep 25, 2016 at 10:24 PM, Eugene Kuzmitsky  
>>> wrote:
>>>
 Sure,

 With VACHR approach, I believe, I can't record time intervals like 1h 
 25 min etc. In ledger-cli we can use such a format, I guess, but not here.

 On Sunday, 25 September 2016 22:13:30 UTC-4, redst...@gmail.com wrote:
>
> Beancount lets you define any currency you want on the fly. You can 
> plot any of these in fava. Can you be specific on why the VACHR example 
> does not work for you?
>
> On Sunday, September 18, 2016 at 8:18:29 PM UTC-7, Eugene Kuzmitsky 
> wrote:
>>
>> Hi!
>>
>> Being a Beancount user for a while, I'm just curious, is there any 
>> method of tracking hours in Beancount? I mean ledger-like feature, not 
>> just 
>> VACHR (from example) without fractional part of hours. It would be great 
>> to 
>> have this, so one can plot the time spent by category, say, in fava.
>>
>> Thank you in advance,
>> Eugene
>>
> -- 
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>>>
>>> -- 
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>> "Beancount" group.
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>> .
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>>  
>> 
>> .
>> For more options, visit https://groups.google.com/d/optout.
>>
>

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Re: Time tracking - is this possible?

[mployby]

Martin, did you ever end up implementing it?

I would be also interested to have possibility to track time.

On Sunday, September 25, 2016 at 10:27:50 PM UTC-4, Martin Blais wrote:
>
> Ah I see. You want "hours minutes" type of format, with minutes over 60 
> minutes to form an hour. 
>
> I suppose we could define a number of regex "[0-9]{1,2}+h[0-9]{2}" to 
> translate to the equivalent number of minutes or hours, generically. It's 
> ugly - very specific, and could be used entirely out of context to do weird 
> things - but it would work.
>
> I doubt I'll add that for a while, that would be quite a special case.
>
>
>
> On Sun, Sep 25, 2016 at 10:24 PM, Eugene Kuzmitsky  > wrote:
>
>> Sure,
>>
>> With VACHR approach, I believe, I can't record time intervals like 1h 25 
>> min etc. In ledger-cli we can use such a format, I guess, but not here.
>>
>> On Sunday, 25 September 2016 22:13:30 UTC-4, redst...@gmail.com wrote:
>>>
>>> Beancount lets you define any currency you want on the fly. You can plot 
>>> any of these in fava. Can you be specific on why the VACHR example does not 
>>> work for you?
>>>
>>> On Sunday, September 18, 2016 at 8:18:29 PM UTC-7, Eugene Kuzmitsky 
>>> wrote:

 Hi!

 Being a Beancount user for a while, I'm just curious, is there any 
 method of tracking hours in Beancount? I mean ledger-like feature, not 
 just 
 VACHR (from example) without fractional part of hours. It would be great 
 to 
 have this, so one can plot the time spent by category, say, in fava.

 Thank you in advance,
 Eugene

>>> -- 
>> You received this message because you are subscribed to the Google Groups 
>> "Beancount" group.
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>> .
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>>  
>> 
>> .
>>
>> For more options, visit https://groups.google.com/d/optout.
>>
>
>

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How can i distribute amounts between several accounts based on set % or ratio?

[mployby]

Guys hi,

Let say i have transactions going into account Expenses:Rent, and i would 
like 60% of total go to Expenses:Rent:Personal and 40% to 
Expenses:Rent:Business,
what's the best way to do it?

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Is it possible to generate bean-bake report for custom period?

[mployby]

By default bean-bake generates yearly reports (Year 2018, Year 2017, etc)

Is it possible to generate bean-bake report for custom period? Or change 
the default calculation of the year?

I need to generate report for fiscal year (Oct 1 2017 - Sep 30 2018)


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Re: bean-bake fails (Windows bash)

[mployby]

Guys hi,

Still trying to solve this, will appreciate any suggestions on why 
balsheet.html, income.html, index.html... and web.css are not generated.

Might be encoding problem related to "%5C", but not sure. 

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Re: bean-bake fails (Windows bash)

[mployby]

Have same issue, using "--no-colons" solved it partially, some of the 
pages/links are not being generated/not working.

Here is log with errors:
K:\at\office>bean-bake --no-colons at.beancount test
Bottle v0.12.13 server starting up (using WSGIRefServer())...
Listening on http://localhost:9475/
Hit Ctrl-C to quit.

INFO: Reloading...
127.0.0.1 - - [19/Nov/2018 21:45:19] "GET / HTTP/1.1" 303 0
ERROR   : Redirected: / -> /index
127.0.0.1 - - [19/Nov/2018 21:45:20] "GET /index HTTP/1.1" 200 5459
INFO: Operation: 'clamp'  Time: 
 3 ms
INFO: Operation: 'realize_opening'Time: 
 0 ms
INFO: Operation: 'realize'Time: 
 3 ms
INFO: Operation: 'realize_closing'Time: 
 2 ms
127.0.0.1 - - [19/Nov/2018 21:45:21] "GET /view/year/2017/balsheet HTTP/1.1" 
200 5464
127.0.0.1 - - [19/Nov/2018 21:45:22] "GET 
/view/year/2017/journal/Equity__Opening-Balances HTTP/1.1" 200 7765
127.0.0.1 - - [19/Nov/2018 21:45:23] "GET 
/view/year/2017/journal/Equity__Earnings__Current HTTP/1.1" 200 29585

127.0.0.1 - - [19/Nov/2018 21:46:03] "GET /view/year/2017/conversions 
HTTP/1.1" 200 2139
127.0.0.1 - - [19/Nov/2018 21:46:04] "GET /view/year/2017/openbal HTTP/1.1" 
200 3768
127.0.0.1 - - [19/Nov/2018 21:46:05] "GET /view/year/2017/journal/all 
HTTP/1.1" 303 0
ERROR   : Redirected: /view/year/2017/journal/all -> /view/year/2017/journal
/
127.0.0.1 - - [19/Nov/2018 21:46:06] "GET /view/year/2017/journal/ HTTP/1.1" 
200 330073
127.0.0.1 - - [19/Nov/2018 21:46:08] "GET 
/view/year/2017/journal/Income__Rewards HTTP/1.1" 200 2690
127.0.0.1 - - [19/Nov/2018 21:46:09] "GET 
/view/year/2017/journal/Expenses__Personal__Books HTTP/1.1" 200 2735

127.0.0.1 - - [19/Nov/2018 21:46:36] "GET /view/year/2017/equity/holdings 
HTTP/1.1" 200 2926
127.0.0.1 - - [19/Nov/2018 21:46:37] "GET /view/year/2017/income HTTP/1.1" 
200 7158
INFO: Operation: 'clamp'  Time: 
 0 ms
INFO: Operation: 'realize_opening'Time: 
 0 ms
INFO: Operation: 'realize'Time: 
16 ms
INFO: Operation: 'realize_closing'Time: 
 7 ms
127.0.0.1 - - [19/Nov/2018 21:46:38] "GET /view/year/2018/balsheet HTTP/1.1" 
200 5942
127.0.0.1 - - [19/Nov/2018 21:46:39] "GET 
/view/year/2018/journal/Equity__Opening-Balances HTTP/1.1" 200 12922

127.0.0.1 - - [19/Nov/2018 21:49:23] "GET /errors HTTP/1.1" 200 1350
127.0.0.1 - - [19/Nov/2018 21:49:24] "GET /resources/web.css HTTP/1.1" 200 
5034
INFO: Validating HTML output files & links.
INFO: Validating: 'test\errors.html'
INFO: Validating: 'test\index.html'
INFO: Validating: 'test\source.html'

INFO: Validating: 'test\view\year\2018\journal\Liabilities__AMEX.html'
INFO: Validating: 
'test\view\year\2018\journal\Liabilities__InkBCash.html'
INFO: Validation: 226 files processed
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5Cbalsheet.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5Cincome.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5Cindex.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5Cequity%5Choldings.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5Ctrial.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5C..%5C..%5C..%5Cindex.html'
ERROR   : Validation error: Missing 
'test\view\year\2018\journal\..%5C..%5C..%5C..%5Cresources%5Cweb.css'
Output in 'test'


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Re: Update installation guidance for Windows.

[mployby]

Also when researching options to make scipy work on Cygwin/Windows i've met 
lots of recommendations to abandon Cygwin for Anaconda, but did not try it 
so can't comment on it.

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Update installation guidance for Windows.

[mployby]

Guys hi,

Now the installation guidance suggest to use Cygwin or "Windows Subsystem 
for Linux" for Windows.

Cygwin was working fine with beancount, but when i tried to install smart 
importers on Cygwin it was hell.
Smart importers depend on scipy and installing it on Cygwin is very 
problematic
"git clone https://github.com/beancount/smart_importer.git
pip install --editable smart_importer"
on Cygwin does not work, gives lots of errors, etc.
after trying different ways i finally made it work using this
https://www.codefull.org/2015/12/installing-scipy-numpy-and-matplotlib-under-cygwin/
still it was very painful :)

But you don't really need cygwin now to run python on windows. Installing 
python/beancount directly on Windows was very easy in comparison.

What i did:
1 installed python from https://www.python.org/ (this video is helpful 
https://www.youtube.com/watch?v=gFNApsyhpKk)
(this installs pip, lxml, etc)
2 pip install python-libmagic
pip install python-magic-bin
(without them beancount ingest was giving error.
"$ bean-check" was passing the installation test, but beancount ingest was 
giving error)
3 pip install beancount
4 git clone https://github.com/beancount/smart_importer.git
pip install --editable smart_importer

that's it, no need for 
https://www.codefull.org/2015/12/installing-scipy-numpy-and-matplotlib-under-cygwin/
 


I know not all beancount users will use smart_importer, but at least it 
will be easy for them to do if they will want to try it.

(p.s. i am using Windows 10, it might be different for Windows 7, but i 
believe Windows 10 is by far most widely used Windows version now)

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Re: Any of you guys use beancount to work with your CPA/tax professional?

[mployby]

"About profit/loss, i.e., a list of trades and their cost basis, selling 
prices and commissions, isn't there by default."
- i've meant difference between profit and expenses, do not to have 
trades/stocks.

"Easiest is to bake to static files"
- i see now, will look into bean-bake, creating static easy access files 
sounds like ideal option.

"Or just answer their questions by you pulling out all the info manually 
(unless you're trying to impress them)."
- for sure not interested in impressive them, just want to give them all 
data they might need in easily accessible format.

On Thursday, November 15, 2018 at 12:56:41 AM UTC-5, Martin Blais wrote:
>
> On Wed, Nov 14, 2018 at 4:58 PM > wrote:
>
>> "Simpler than that would be to use the income statement to identify all 
>> the bits and pieces, and when asked for specific questions, to produce 
>> listings of transactions they require."
>>
>> yes, that's what i am planning to do. I've asked what exactly CPA needs 
>> and he said profit/loss sheet, trial balance, balance sheet - i can 
>> generate and send him those.
>>
>
> About profit/loss, i.e., a list of trades and their cost basis, selling 
> prices and commissions, isn't there by default.
> I *have* solved this problem in the past, but I can't find it now.
> I think there's part of the solution in this plugin:
>
> https://bitbucket.org/blais/beancount/src/c552897a1c5dd204895fdf0b46bd02ac12304a2b/beancount/plugins/book_conversions.py#lines-351
> But this plugin isn't really what's needed, it's for something else 
> (converting prices to costs, you don't want to do that).
>
> So looking into my messy gigantic TODO file, it looks like I've never 
> completed this:
>
> https://bitbucket.org/blais/beancount/src/c552897a1c5dd204895fdf0b46bd02ac12304a2b/TODO#lines-1721
> It's annoying, because that's something I'd really like to have by default 
> and I've coded it elsewhere many times (e.g., in my options trading code, 
> in my wash sales reporting code).
>
> I think what needs to happen is that the booking process itself (not a 
> plugin) ought to insert metadata on reductions and then a simple sweep 
> through the postings could be used to group by trade and issue a table of 
> that, that can be filtered via SQL, something like that.
> I have some forced time off coming up, I might do that. I really want this.
>
>  
>
>> As an alternative idea (i would like for him to be able to check/play 
>> with report if needed) i can make the tunnel so he can access/see what i 
>> see in FAVA on my "localhost".
>>
>
> That'll be a huge PIA if you're behind a router.
> Your CPA probably won't have much patience beyond a few errors.
> Easiest is to bake to static files and put them on a server you own 
> somewhere, behind a password, or just zip it and hand over a USB key.
> Or just answer their questions by you pulling out all the info manually 
> (unless you're trying to impress them).
>
>
> "I think most accountant hire students or temp to do all the bookkeeping"
>> exactly, that's what they do. 
>>
>> On Tuesday, November 13, 2018 at 9:50:30 PM UTC-5, Martin Blais wrote:
>>>
>>> So far what I've done is used bean-bake and provide a static browsable 
>>> dump filtered to the year under consideration.
>>> My accountant was pretty tech savvy and he was able to figure it out, 
>>> including flipping the signs for income and liabilities.
>>> Simpler than that would be to use the income statement to identify all 
>>> the bits and pieces, and when asked for specific questions, to produce 
>>> listings of transactions they require.
>>>
>>> (To be fair, most of the work of an accountant is to deal with all the 
>>> other stuff beyond bookkeeping, i.e. all the stuff you cannot automate. I 
>>> think most accountant hire students or temp to do all the bookkeeping stuff 
>>> than do it themselves.)
>>>
>>>
>>>
>>>
>>> On Tue, Nov 13, 2018 at 7:34 PM  wrote:
>>>
 Guys hi,

 I am using beancount for 7 months and i love it! I have all needed data 
 in front of me and feel in control, but now i use it only as internal 
 tool. 
 Basically it's only for me. I have all my account together in 1 big file 
 (2 
 companies, personal, etc) and it words good for my needs.

 But data from my beancount is not utilized by my accounting, basically 
 they enter/categorize all transactions themselves and than prepare tax 
 return.

 I was thinking why pay for work that i've already done and why not 
 provide them with ready sheets. What discourages me a little is any time i 
 hear that someone shares his "ledger" with CPA they are taking about 
 quickbooks, xero, etc. But never plain text accounting tools.

 Do any of you guys use beancount to work with your CPA/tax 
 professional? If yes, any tips you can provide? Or do you use it more a 
 internal tool too?

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Re: Any of you guys use beancount to work with your CPA/tax professional?

[mployby]

"Simpler than that would be to use the income statement to identify all the 
bits and pieces, and when asked for specific questions, to produce listings 
of transactions they require."

yes, that's what i am planning to do. I've asked what exactly CPA needs and 
he said profit/loss sheet, trial balance, balance sheet - i can generate 
and send him those.
As an alternative idea (i would like for him to be able to check/play with 
report if needed) i can make the tunnel so he can access/see what i see in 
FAVA on my "localhost".

"I think most accountant hire students or temp to do all the bookkeeping"
exactly, that's what they do. 

On Tuesday, November 13, 2018 at 9:50:30 PM UTC-5, Martin Blais wrote:
>
> So far what I've done is used bean-bake and provide a static browsable 
> dump filtered to the year under consideration.
> My accountant was pretty tech savvy and he was able to figure it out, 
> including flipping the signs for income and liabilities.
> Simpler than that would be to use the income statement to identify all the 
> bits and pieces, and when asked for specific questions, to produce listings 
> of transactions they require.
>
> (To be fair, most of the work of an accountant is to deal with all the 
> other stuff beyond bookkeeping, i.e. all the stuff you cannot automate. I 
> think most accountant hire students or temp to do all the bookkeeping stuff 
> than do it themselves.)
>
>
>
>
> On Tue, Nov 13, 2018 at 7:34 PM > wrote:
>
>> Guys hi,
>>
>> I am using beancount for 7 months and i love it! I have all needed data 
>> in front of me and feel in control, but now i use it only as internal tool. 
>> Basically it's only for me. I have all my account together in 1 big file (2 
>> companies, personal, etc) and it words good for my needs.
>>
>> But data from my beancount is not utilized by my accounting, basically 
>> they enter/categorize all transactions themselves and than prepare tax 
>> return.
>>
>> I was thinking why pay for work that i've already done and why not 
>> provide them with ready sheets. What discourages me a little is any time i 
>> hear that someone shares his "ledger" with CPA they are taking about 
>> quickbooks, xero, etc. But never plain text accounting tools.
>>
>> Do any of you guys use beancount to work with your CPA/tax professional? 
>> If yes, any tips you can provide? Or do you use it more a internal tool too?
>>
>> -- 
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>> "Beancount" group.
>> To unsubscribe from this group and stop receiving emails from it, send an 
>> email to beancount+...@googlegroups.com .
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>> .
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>> https://groups.google.com/d/msgid/beancount/0d2ce09f-2934-44b6-ae27-29254fabb6e7%40googlegroups.com
>>  
>> 
>> .
>> For more options, visit https://groups.google.com/d/optout.
>>
>

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Re: moving to GitHub?

[mployby]

Martin hi, 

Sorry for bringing it up again :) Thank you for all the work you did, I 
love beancount and will keep using it not matter what version control 
systems you will be using.

Please consider one point, it's not only about attracting developers, it's 
also about discoverability for users too.
When i was looking for plain text accounting tool first thing i did i went 
on github and searched for accounting. Ledger and hleadger came up, did 
more reading around and chose ledger. I ignored beancount totally cause i 
assumed that any worthy tool should have at least some community behind it.

So i've chose ledger and was using it for 1 months. Than somehow i came to 
reading about beancount, found this google group and realized that beacount 
have community (in fact bigger than hledger and more active than ledger), 
etc. I tried it. loved it and switched to it. 

So having project on github could've saved me 1 months :) and not having to 
learn new system again. (though leadger and beancount are similar, they 
still differ quite a lot for a newbie)  

To summarize: discoverability and users are important for a project 
development too. It's not only developers.

On Tuesday, March 27, 2018 at 10:53:11 PM UTC-4, Martin Blais wrote:
>
> On Tue, Mar 27, 2018 at 10:30 PM, Zhuoyun Wei  > wrote:
>
>> 2018-03-27 20:52:48 Martin Blais >:
>> > That's unfair. The fact that you're unfamiliar with it doesn't mean 
>> it's a pain.
>> > Perhaps it's a pain for you now, but imagine the pains of a Mercurial 
>> user wrangling some of the crazy problems which
>> > occur frequently with Git (much worse).
>> >
>> > I'm not going to once again go over the technical reasons for this, but 
>> Mercurial is in many ways a success over Git,
>> > which is why some of the larger integrations have chosen it over Git 
>> (e.g. look at what Facebook has done, and I'm
>> > aware of other such large integrations and have discussed the details 
>> with some of the developers carrying them out at
>> > a conference, they're convincing technical reasons). Don't let your OSS 
>> perspective skew your vision. Github might be
>> > more popular, but so was VHS.
>>
>> I am not trying to start a flame war, but I would like to point out that
>> choosing a popular tool/platform attracts more developers.
>>
>
> "Attracting more developers" is not an explicit goal of the project, 
> though "attracting more developers who write very long and thoroughly 
> thought-out suites of unit tests for very small and contained changes 
> worked and reworked again from all the findings found from aforementioned 
> laboriously written unit tests covering most of the cases" is quite useful. 
> Do you believe moving to github would result in more unit testing?
>
>

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Any of you guys use beancount to work with your CPA/tax professional?

[mployby]

Guys hi,

I am using beancount for 7 months and i love it! I have all needed data in 
front of me and feel in control, but now i use it only as internal tool. 
Basically it's only for me. I have all my account together in 1 big file (2 
companies, personal, etc) and it words good for my needs.

But data from my beancount is not utilized by my accounting, basically they 
enter/categorize all transactions themselves and than prepare tax return.

I was thinking why pay for work that i've already done and why not provide 
them with ready sheets. What discourages me a little is any time i hear 
that someone shares his "ledger" with CPA they are taking about quickbooks, 
xero, etc. But never plain text accounting tools.

Do any of you guys use beancount to work with your CPA/tax professional? If 
yes, any tips you can provide? Or do you use it more a internal tool too?

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Bean-check does not catch 1 cent differences.

[mployby]

Guys hi,

As title says bean-check does not catch 1 cent differences. Is it expected 
behavior?

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Re: Usage of payee and narration

[mployby]

Thank you Martin! Very helpful description and usage example!

On Sunday, April 29, 2018 at 3:41:08 AM UTC-4, Martin Michlmayr wrote:
>
> * mpl...@gmail.com   
> [2018-04-28 16:43]: 
> > Martin, could you explain a little bit on the logic on making 
> > decision on keeping record as "narration" vs "payee" "" ? 
> > 
> > What are the advantages / disadvantages. Let say for example if i 
> > put all my records as narrations, what is the situation in which i 
> > might see the disadvantages to this strategy? 
> > 
> > Sorry for this detailed questions, i am just trying to understand. 
> > Beancount have 2 description fields VS 1 in ledger, so there should 
> > be the reason why you added additional field. 
>
> I'm not Martin Blais, but coming from ledger I'm really glad that 
> beancount has the distinction of payee and narration. 
>
> Payee is who I'm dealing with.  Narration is a description of what the 
> transaction is about.  Some people don't use a description but I think 
> it's important because it allows you to remember what the transaction 
> was about. 
>
> Sure, for your SimpleMobile payment it's pretty simple.  You know it's 
> always going to be a "monthly phone plan" or something like that. 
>
> But what does "Amazon Marketplace" mean?  Was it a purchase of food? 
> Was it the bike you bought?  The gloves?  What does "Amazon 
> Marketplace" really tell you apart from who the vendor is (in fact, 
> with Amazon Marketplace you don't even record who the actual vendor 
> is, just that you bought it via Amazon)?  That's where the narration 
> comes in.  Now you can say this is what account names are for, but if 
> you use Expenses:Clothes you may still want to know which purchase was 
> the t-shirt you like so much vs the gloves vs the socks, etc. 
>
> The payee is useful because it lets you group things and search for 
> them. e.g. "Show me all purchases from Amazon Marketplace." 
>
> -- 
> Martin Michlmayr 
> http://www.cyrius.com/ 
>

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Re: Usage of payee and narration

[mployby]

Martin, could you explain a little bit on the logic on making decision on 
keeping record as "narration" vs "payee" "" ?

What are the advantages / disadvantages. Let say for example if i put all 
my records as narrations, what is the situation in which i might see the 
disadvantages to this strategy?

Sorry for this detailed questions, i am just trying to understand. 
Beancount have 2 description fields VS 1 in ledger, so there should be the 
reason why you added additional field.

On Friday, April 27, 2018 at 8:27:07 PM UTC-4, Martin Blais wrote:
>
> On Fri, Apr 27, 2018 at 1:53 PM,  wrote:
>
>> Guys, could clarify what are the best practices for usage of payee and 
>> narration?
>>
>> Till now i was using only one " " filed, example:
>>
>> 2018-04-01 * "SIMPLEMOBILE*SERVICES"
>>   Liabilities:Business:InkBCash   -122.60 USD
>>   Expenses:Business:Phone
>>
>> 2018-04-02 * "AMAZON MKTPLACE PMTS"
>>   Liabilities:Personal:Amex   -9.56 USD
>>   Expenses:Personal:Books
>>
>> which as i understand is interpreted as narration, is it right? Or should 
>> i included second empty " " to make it interpreted as payee?
>>
>
> Yes.
> Note: I'm not a big fan of the syntax I created here, that the positional 
> bait-and-switch of having the first field mean something different 
> depending on the number of fields, but the reason for this is that 
> narration is a more common field, so it makes the syntax more terse.
>
> Note that you could create a plugin that changes this meaning... e.g. 
> process all the transactions and if the payee is set to None, move the 
> narration into it. Would be pretty easy...
>
>
>
>  
>
>>
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>>  
>> 
>> .
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>>
>
>

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Usage of payee and narration

[mployby]

Guys, could clarify what are the best practices for usage of payee and 
narration?

Till now i was using only one " " filed, example:

2018-04-01 * "SIMPLEMOBILE*SERVICES"
  Liabilities:Business:InkBCash   -122.60 USD
  Expenses:Business:Phone

2018-04-02 * "AMAZON MKTPLACE PMTS"
  Liabilities:Personal:Amex   -9.56 USD
  Expenses:Personal:Books

which as i understand is interpreted as narration, is it right? Or should i 
included second empty " " to make it interpreted as payee?

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Re: Storing beancont files on github/bitbucket

[mployby]

Thank you for all your replies guys, makes perfect sense. I will encrypt 
the data and will use dropbox & back up drives for back ups instead of 
private repo.

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Storing beancont files on github/bitbucket

[mployby]

Guys hi,

As many of you i use git to track changes of main beancount file, 
importers, etc. 
For now i was using git locally, but today created private repo on 
bitbucket and pushed all the files.

Do you also keep your files on github/bitbucket? Or it's bad idea? It's 
relatively sensitive information - there is no passwords, full account #s 
or anything, but still my financial data is there.

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Re: When to use tags and when to create separate account?

[mployby]

Thank you for all your replies guys! I will stick to separate accounts for 
now, but will sure play with group-by feature.

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Re: smart_importer

[mployby]

Smart importer inserts payees learned from previous transactions in 
beancount file?

So we are getting:

2013-12-11 * "WHOLEFDS HOU 10236 02124201320 / 042002720272124201320"
  Liabilities:US:CreditCard  -14.47 USD
  Expenses:Personal:Food

2013-12-14 * "MACY'S #003 HERALD SNEW YORK / 00307963916 MACY'S"
  Liabilities:US:CreditCard  -56.43 USD
  Expenses:Personal:Clothes

Instead of 

2013-12-11 * "WHOLEFDS HOU 10236 02124201320 / 042002720272124201320"
  Liabilities:US:CreditCard  -14.47 USD

2013-12-14 * "MACY'S #003 HERALD SNEW YORK / 00307963916 MACY'S"
  Liabilities:US:CreditCard  -56.43 USD

which we get with default bean-extract command. Did i understand it right?

On Tuesday, April 17, 2018 at 8:12:13 PM UTC-4, Martin Blais wrote:
>
> Works great on my credit card account!
> https://github.com/johannesjh/smart_importer
>
> Another way I'm finding I'd like to invoke this is by invocation of an 
> Emacs binding to auto-complete one particular transaction based on a stored 
> model.
> Basically put the cursor over an incomplete transaction and have it be 
> completed by the ML classification.
> Just an idea.
>
> Awesome work! :-)
>
>

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Re: Anyone got some sort of python headless browser script to fetch ofx file from their bank website?

[mployby]

I saw the following post on reddit related to downloading data from banks. 
Maybe it will be helpful to you:

I'm new to the ledger-cli ecosystem, and spent many hours recently trying 
to get this all sorted out. I now have a more-or-less fully automated setup 
that works as such:

Component 1 is a small bash script that invokes plaid2qif to download a 
CSV of all transactions for each all of my bank accounts, investment 
accounts, and credit card accounts. https://github.com/ebridges/plaid2qif

Plaid is a back-end system that implements a common API for most financial 
institutions, so that you don't have to write and maintain separate chase 
vs. citibank vs. bofa scrapers. You can link up to 100 accounts with the 
development account for free.

Once I have a CSV with each account's transactions, I have another 
short script that invokes into-ledger on each file and imports all of the 
data

On Thursday, April 12, 2018 at 6:18:29 PM UTC-4, Jacques Gagnon wrote:
>
> I pretty much gave up, much easier to download the ofx manualy.
>
> Jacques Gagnon
> GTalk/E-Mail: darth...@gmail.com 
> WLM (MSN): clou...@msn.com 
>
> On Thu, Apr 12, 2018 at 6:12 PM,  
> wrote:
>
>> Hello Jacques,
>>
>> I read your messages with a lots of interest and i also trying to connect 
>> and scrap my bank statement on td canada.
>> I tried weboob which have a complete solutions for banks, but could not 
>> get to the login page, it seems than the website make your browser run a 
>> lots of operations way before you get the login prompt...
>>
>> Have you been able to get thru this first part with python...
>>
>> best regards
>> Nicolas
>>  
>>
>> On Friday, November 6, 2015 at 2:48:18 PM UTC+1, Jacques Gagnon wrote:
>>>
>>> Btw I come across this for bank of america:
>>> https://www.coshx.com/blog/2012/11/30/casperjs-automation/
>>>
>>> Haven't got time yet to adapt it for my needs.
>>>
>>> But I don't like the fact it use a dead project (CasperJS)
>>>
>>> Also the download part is kind of a hack since PhantomJS dont have 
>>> native support for download. (Download without direct link, ie resulting 
>>> from a POST)
>>> They got experimental support for download in a branch however, but it 
>>> never got in main line and it date from 2013 so probably wont happen.
>>>
>>> Nightmare look like the most future proof project to use, no download 
>>> support yet, but at least the headless browser they use Electron (base on 
>>> chromium) do have download support.
>>>
>>> Jacques Gagnon
>>> GTalk/E-Mail: darth...@gmail.com
>>> WLM (MSN): clou...@msn.com
>>>
>>> On Fri, Nov 6, 2015 at 8:41 AM, Martin Blais  wrote:
>>>
 No idea, but the portion that pulls the file down should be reusable


 On Thu, Nov 5, 2015 at 10:40 PM, Dave Stephens  
 wrote:

> Does ledger-autosync work with Beancount? 
>
> On Tue, 3 Nov 2015 at 13:24 Simon Michael  wrote:
>
>> ledger-autosync will also process an OFX file you downloaded yourself.
>>
>> On 11/3/15 8:46 AM, Jacques Gagnon wrote:
>> > ledger-autosync is for bank who support the ofx protocol,
>> > we dont have that in Canada, only so random website that once 
>> logged in you
>> > can download the ofx file
>> >
>> > I'll take a look a weboob or PhantomJS
>> > I wanted to stay around python, but I'll use what it take and adapt 
>> it to
>> > my need.
>> >
>> > We might not end up with script for all banks, but at least with a 
>> couple
>> > examples someone would be able hack something for its own need.
>> >
>> > On Tuesday, November 3, 2015 at 11:03:44 AM UTC-5, Simon Michael 
>> wrote:
>> >>
>> >> https://gitlab.com/egh/ledger-autosync is pretty good, and/or the
>> >> ofxclient tool it uses.
>> >>
>> >>
>> >
>>
>>
>> --
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>> .
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>  
> 

Re: Importing transactions from bank.

[mployby]

Martin, thank you for your detailed reply! Now it's super clear :)

On Tuesday, April 17, 2018 at 1:45:23 AM UTC-4, Martin Blais wrote:
>
> On Sun, Apr 15, 2018 at 8:35 PM,  wrote:
>
>> I've started playing with import scripts,the sample files provided in 
>> repo are very useful, just have couple of additional questions i was not 
>> able to figure out/not 100% sure about:
>>
>
> Really glad the example files are useful.
>
>
> 1 bean-extract does not write transactions in main beancount file 
>> (personal.beancount), it generates output into command line or 
>> tmp.beancount and we enter them manually, right?
>>
>
> Correct. You redirect its output to a temp file and using your editor, 
> cut/paste them to your main file wherever makes most sense for you (and 
> complete them, e.g., categorize the expenses).
>
>  
>
>>
>> 2 when running  "bean-extract -e BEANCOUNT_FILE" what is the algorithm 
>> used to check duplication? Does it check only for same amounts? Or also 
>> takes into consideration additional clues (payee, date range, etc)?
>>
>
> Not so great, definitely could use some improvement:
>
> https://bitbucket.org/blais/beancount/src/cd5fe599fdc80d47caa8a2618f5ee489ce88d101/beancount/ingest/similar.py
>
> https://bitbucket.org/blais/beancount/issues/185/make-duplicate-detection-configureable
>
>
> 3 When filing files bean-file example.import ../Downloads/ -o documents/ 
>> how are name and date generated?
>> Seems it is picks up date from original file name (example 
>> UTrade20160215.csv), but when it's not in file name how ofxdownload.ofx 
>> turns to 2013-12-18.bofa.ofx
>>
>
> From the file_name() and file_date() methods of your importer 
> implementation:
>
> https://bitbucket.org/blais/beancount/src/cd5fe599fdc80d47caa8a2618f5ee489ce88d101/beancount/ingest/importer.py
> If you use the example CSV importer it does what it can.
> Typically you'd write your own and choose what you want it to be.
>
>  
>
>>
>> 4 Main value of regression testing is to insure that new 
>> changes/additions to importers still work with old input files,
>> It's not so useful to help importers work with new formats if format was 
>> changed by bank, right?
>>
>
> Both.
> Those importer codes are typically the last thing you want to do on a 
> Saturday night, so they tend to be kludgey.
> - When you need to support something new, you want to make sure you don't 
> break old functionality.
> - When the Java programmers at your favorite bank change the output format 
> without warning you (or realize 10 years after that escaping the commas in 
> the CSV fields might have been a good idea), there's no faster way to test 
> a new / updated importer than to plot a newer file in the directory and run 
> regression tests
>
>
> On Mon, Apr 16, 2018 at 8:30 AM,  wrote:
>
>> 5 Also what's the right way to calculate balance 
>> ?
>>
>
> Ideally you don't calculate it. Ideally you find it somewhere and enter it.
>
>  
>
>>
>> Chase have the following CSV structure, 
>> 
>>
>> Balance fields are included in checking CSV, so i guess i can use balance 
>> of the last transactions for balance.
>> They are not included in credit card CSV however. Is there a way to 
>> calculate them?
>>
>> And how important "balance" in the first place? Cause for example this 
>> import script 
>> https://gist.github.com/mterwill/7fdcc573dc1aa158648aacd4e33786e8#file-importers-chase-py
>>  does not have "balance".
>>
>
> They're optional.
>
> The reason for Balance directives is to assert (and I mean that in the 
> computer programming sense as well) that your ledger's calculated balance 
> matches the institution's idea of what it should be. The picture perfect 
> idea of a Balance directive is a fuddy duddy accountant type wearing brown 
> socks staring at the bottom line of his paper statement carefully through 
> bifocals and manually copying the number to a Balance directive in 
> Beancount.
>
> My understanding is that most systems work on the basis of 
> "reconciliation", which is a fancy way of saying that you're meant to 
> eyeball what you've entered and confirm it perfect, and after that it's 
> frozen. I preferred granting my users the superpowers of changing the past 
> at will, so I decided to encode that as allowing you to assert balances at 
> particular points in time - Beancount will always automatically complain is 
> a computed balance fails to match your bank's expectation. All the 
> assertions are always checked. Adding Balance directives often also allows 
> you to zero in on errors faster when you're debugging things (e.g. some 
> missing transaction which for whatever reason you failed to enter - it 
> happens).
>
> If your downloaded file contains a parseable balance field, I encourage 
> you to make that importer automatically generate a corresponding Balance 
> directive.
> Otherwise, you can manually insert one 

Re: Best format for importing from bank

[mployby]

Martin, thank you for your detailed reply! Now it's super clear :)

On Tuesday, April 17, 2018 at 2:00:11 AM UTC-4, Martin Blais wrote:
>
> On Mon, Apr 16, 2018 at 7:08 AM,  wrote:
>
>> Guys hi,
>>
>> From docs (Importing External Data in Beancount 
>> )
>>  
>> i've understood that PDF is not easy format to work with.
>> But how other formats compare?
>>
>
> PDF contains blocks of text with their coordinates and a bunch of 
> PostScript formatting directives (it's a fun language, you should learn it) 
> and other binary objects. Split lines might generate multiple blocks of 
> text. It's a drawing. There isn't much structure to read, if you embark on 
> that project, you have to use a bunch of heuristics to figure out the 
> original structure from the blocks of text and their location. It's not 
> quite a research problem but it's not a job you'll ace in one or two 
> weekends of hacking (though it might be very rewarding, I have an 
> incomplete stab at extracting tables from PDF that looks promising so I 
> have a feeling it's definitely doable).
>
>
> In chase bank i can choose - CSV, QFX, QIF, IIF or QBO 
>> 
>>
>
> CSV or QIF are your easiest ones here.
> QFX and QBO are variants of an XML format called OFX with a large set of 
> tags which are often produced inconsistently by the same Java programmers I 
> alluded to in the other thread. (Or they might have been .NET programmers, 
> if I'm not mistaken OFX was born in the guts of the evil empire itself, but 
> probably before .NET days.)
>
>
> Which one is better?
>>
>
> If all have the same numbers, the simplest one.
> If some have more information, judge whether the extra data is something 
> you want and worth the extra hacking effort.
>
> I'd shoot for CSV myself (I like it simple and I prefer spending weekend 
> time in the kitchen than in front of the computer).
>
>
>
>

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Re: Importing transactions from bank.

[mployby]

5 Also what's the right way to calculate balance 
?

Chase have the following CSV structure, 


Balance fields are included in checking CSV, so i guess i can use balance 
of the last transactions for balance.
They are not included in credit card CSV however. Is there a way to 
calculate them?

And how important "balance" in the first place? Cause for example this 
import script 
https://gist.github.com/mterwill/7fdcc573dc1aa158648aacd4e33786e8#file-importers-chase-py
 
does not have "balance".

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Best format for importing from bank

[mployby]

Guys hi,

>From docs (Importing External Data in Beancount 
)
 
i've understood that PDF is not easy format to work with.
But how other formats compare?

In chase bank i can choose - CSV, QFX, QIF, IIF or QBO 


Which one is better?

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Re: Importing transactions from bank.

[mployby]

I've started playing with import scripts,the sample files provided in repo 
are very useful, just have couple of additional questions i was not able to 
figure out/not 100% sure about:

1 bean-extract does not write transactions in main beancount file 
(personal.beancount), it generates output into command line or 
tmp.beancount and we enter them manually, right?

2 when running  "bean-extract -e BEANCOUNT_FILE" what is the algorithm used 
to check duplication? Does it check only for same amounts? Or also takes 
into consideration additional clues (payee, date range, etc)?

3 When filing files bean-file example.import ../Downloads/ -o documents/ 
how are name and date generated?
Seems it is picks up date from original file name (example 
UTrade20160215.csv), but when it's not in file name how ofxdownload.ofx 
turns to 2013-12-18.bofa.ofx

4 Main value of regression testing is to insure that new changes/additions 
to importers still work with old input files,
It's not so useful to help importers work with new formats if format was 
changed by bank, right?

On Monday, April 9, 2018 at 4:28:30 PM UTC-4, Michael Droogleever wrote:
>
> You'll need to use something like this, 
> https://gist.github.com/mterwill/7fdcc573dc1aa158648aacd4e33786e8#file-importers-chase-py,
>  
> or make your own: 
> https://docs.google.com/document/d/11EwQdujzEo2cxqaF5PgxCEZXWfKKQCYSMfdJowp_1S8/edit
>
>

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Re: Question on file organization.

[mployby]

Guys, thank you for all your replies! Now i understand better. Beancount 
has a great community :)

On Tuesday, April 10, 2018 at 9:46:12 PM UTC-4, mpl...@gmail.com wrote:
>
> I am reading right now recommendations on file organization.  (
> https://docs.google.com/document/d/1P5At-z1sP8rgwYLHso5sEy3u4rMnIUDDgob9Y_BYuWE/edit#heading=h.3rnrqkmm822f
> )
> and have a question
>
> When you have multiple banks should they be split into separate sections? 
> * Banking 1
> * Banking 2
> etc
>
> Same for credit cards, i have 4 of them. 2 are actively used. So it should 
> be 
> * Credit Card 1
> * Credit Card 2
> * Credit Card 3
> * Credit Card 4
>
> Also i have several different sources of income so they also should be 
> split as well?
> * Income 1
> * Income 2
> * Income 3
>
> I know one can organize it any way he wants, i just want to understand 
> best practices.
> The sample file generated by beancount is great start, but it has only 1 
> bank account, 1 credit card and 1 income source - it will be great to see 
> example with multiple items.
>

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Re: Question on file organization.

[mployby]

Martin, yes, i understand on single file. I meant categories.

In sample beancount ledger it has following line for banking category:

* Banking

So i wonder if each Banking account should be separate in it's own 
category, like this:

* Banking Chase
...
...
...

* Banking BofA
...
...
...

etc

On Tuesday, April 10, 2018 at 9:51:27 PM UTC-4, Martin Blais wrote:
>
> Personally I keep everything in one giant file, hierarchically organized 
> with org-mode in Emacs.
>
>
> On Tue, Apr 10, 2018 at 9:46 PM,  wrote:
>
>> I am reading right now recommendations on file organization.  (
>> https://docs.google.com/document/d/1P5At-z1sP8rgwYLHso5sEy3u4rMnIUDDgob9Y_BYuWE/edit#heading=h.3rnrqkmm822f
>> )
>> and have a question
>>
>> When you have multiple banks should they be split into separate sections? 
>> * Banking 1
>> * Banking 2
>> etc
>>
>> Same for credit cards, i have 4 of them. 2 are actively used. So it 
>> should be 
>> * Credit Card 1
>> * Credit Card 2
>> * Credit Card 3
>> * Credit Card 4
>>
>> Also i have several different sources of income so they also should be 
>> split as well?
>> * Income 1
>> * Income 2
>> * Income 3
>>
>> I know one can organize it any way he wants, i just want to understand 
>> best practices.
>> The sample file generated by beancount is great start, but it has only 1 
>> bank account, 1 credit card and 1 income source - it will be great to see 
>> example with multiple items.
>>
>> -- 
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>> "Beancount" group.
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>> .
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>>  
>> 
>> .
>> For more options, visit https://groups.google.com/d/optout.
>>
>
>

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Question on file organization.

[mployby]

I am reading right now recommendations on file organization.  
(https://docs.google.com/document/d/1P5At-z1sP8rgwYLHso5sEy3u4rMnIUDDgob9Y_BYuWE/edit#heading=h.3rnrqkmm822f)
and have a question

When you have multiple banks should they be split into separate sections? 
* Banking 1
* Banking 2
etc

Same for credit cards, i have 4 of them. 2 are actively used. So it should 
be 
* Credit Card 1
* Credit Card 2
* Credit Card 3
* Credit Card 4

Also i have several different sources of income so they also should be 
split as well?
* Income 1
* Income 2
* Income 3

I know one can organize it any way he wants, i just want to understand best 
practices.
The sample file generated by beancount is great start, but it has only 1 
bank account, 1 credit card and 1 income source - it will be great to see 
example with multiple items.

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Re: Importing transactions from bank.

[mployby]

Thank you Michael, that's exactly what i was looking for!

On Monday, April 9, 2018 at 4:28:30 PM UTC-4, Michael Droogleever wrote:
>
> You'll need to use something like this, 
> https://gist.github.com/mterwill/7fdcc573dc1aa158648aacd4e33786e8#file-importers-chase-py,
>  
> or make your own: 
> https://docs.google.com/document/d/11EwQdujzEo2cxqaF5PgxCEZXWfKKQCYSMfdJowp_1S8/edit
>
>

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Importing transactions from bank.

[mployby]

Guys hi,


How do you import transactions from bank(checking account, credit cards, 
etc)? What set up do you use? I've found several ledger CLI related 
projects for this on github, but nothing for beancount.


p.s. I am in USA, and have a chase bank if it matters.

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Re: Newbie questions on beatcount and emacs.

[mployby]

Martin, thank you for the detailed answer!

On Sunday, April 8, 2018 at 1:37:40 PM UTC-4, Martin Blais wrote:
>
> On Sun, Apr 8, 2018 at 9:10 AM,  wrote:
>
>> Guys hi,
>>
>> I am pretty new to plain text accounting, was using ledger CLI for week 
>> or so, like the flexibility over cashGNU, and yesterday installed 
>> beancount(using it with emacs). I have several questions:
>>
>> 1 How do you add today's date without typing? In ledger-mode i was using 
>> ctrl+C ctrl+A, is there a shortcut in beancount mode?
>>
>
> It's not defined in beancount-mode, which is intended to be small.
> I have a dynamic abbrev on this:
>
> (defun insert-date ()
>   ;; ISO 8601 format   
>   (insert (time-stamp-string "%:y-%02m-%02d")))
>
>  
>
>> 2 For ledger set-up i was using company to complete(like it more than C-c 
>> ' insert account) - how can i use company with org + beancount mode? 
>>
> Cause now tab is taken by Org to open/close lists
>>
>
> I have no idea, but surely you can override any of the bindings in Emacs.
>
>  
>
>> 3 C-c l (bean-check) does not work for me. It says "bean check" is not 
>> recognized as an internal or external command, operable program or batch 
>> file. 
>>
> (I am on Windows 10), what can be the problem?
>>
>
> Your PATH?
> Must be Windows-related.
> There are a few Windows users on this list, they might be able to chip in 
> something.
>
>  
>
>> 4 To use an account before hand it must be opened right? "open" command.
>>
>
> If by "beforehand" you mean that the date must precede that of any 
> transaction posting to it, yes.
> Note that it doesn't have to appear before in the file; file order doesn't 
> matter in Beancount, everything is sorted by date before processing.
>
>  
>
>> 5 If had an account expenses:business:rent57, and closed it let say in 
>> april 2018. 
>> It still will be shown in reports for periods prior to april 2018, 
>> correct?
>>
>
> Which report?
> Generally speaking, the custom reports will try to show aggregations if 
> they involved at least one transaction in their set of filtered 
> transactions.
>
> (Note that the outlook for custom reports is for them to be eventually 
> replaced by SQL queries.)
>
>  
>
>>
>> Sorry if these questions are too basic, just trying to learn beancount.
>>
>
> There's never a dumb question. Thanks for asking,
>
>
>
>  
>
>>
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>> .
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>>
>
>

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Newbie questions on beatcount and emacs.

[mployby]

Guys hi,

I am pretty new to plain text accounting, was using ledger CLI for week or 
so, like the flexibility over cashGNU, and yesterday installed 
beancount(using it with emacs). I have several questions:

1 How do you add today's date without typing? In ledger-mode i was using 
ctrl+C ctrl+A, is there a shortcut in beancount mode?
2 For ledger set-up i was using company to complete(like it more than C-c ' 
insert account) - how can i use company with org + beancount mode?
Cause now tab is taken by Org to open/close lists
3 C-c l (bean-check) does not work for me. It says "bean check" is not 
recognized as an internal or external command, operable program or batch 
file.
(I am on Windows 10), what can be the problem?
4 To use an account before hand it must be opened right? "open" command.
5 If had an account expenses:business:rent57, and closed it let say in 
april 2018. 
It still will be shown in reports for periods prior to april 2018, correct?

Sorry if these questions are too basic, just trying to learn beancount.

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