Re: Question on file organization.

[Metin Akat]

I have separate files for:

* One giant "archive-main" which holds stuff older than 2-3 years and I
periodically move stuff there. I don't want to open huge files with my text
editor
* One "current-general" file which holds everything that doesn't go in
other files
* "property" where I put stuff like furniture, electronics etc
* "investments"
* One file per car I own(ed) which I don't merge with archive as I consult
it later for things. I also can send it to the new owner when I sell him my
old car (+ some generated reports for the car like gas economy etc)
* "accounts" (opening, closing and balances) I use this for backwards
compatibility with ledger-cli. I have a separate "root" file for ledger
with different includes. Though I haven't used it recently and I might just
abandon this arrangement
* "prices" same as above





On Thu, Apr 12, 2018 at 9:20 AM, Justus Pendleton 
wrote:

> I have a separate file for account opening and closure. I also have
> separate files for balance statements and the price database.
>
> Everything else goes in a file called transactions.bean.
>
> I don't organise anything in there except by date; new transactions get
> added to the end regardless of what account they are in.
>
> I expect the UI (fava) or queries/reports to show me any kind of structure.
>
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Re: Question on file organization.

[Justus Pendleton]

I have a separate file for account opening and closure. I also have separate 
files for balance statements and the price database.

Everything else goes in a file called transactions.bean.

I don't organise anything in there except by date; new transactions get added 
to the end regardless of what account they are in.

I expect the UI (fava) or queries/reports to show me any kind of structure.

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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.

[Martin Blais]

On Wed, Apr 11, 2018 at 2:34 PM,  wrote:

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

I see.
What I find works best for me is to put the accounts that I update together
(from the automated importing scripts) in the same section.
My high-level file organization is similar to Jason's.
As long as it makes it easy for you to find and add new transactions in the
file any organization should work.

Some transactions (e.g., transfers) could belong to two of these sections;
I just choose one arbitrarily.
You could choose a rule if you'd like to have those appear more predictably
(e.g., "always put on the side of the deposit").

Overall I would say don't worry about it too much, it's normal and okay if
there's a mild presence of some chaos.
Beancount sweeps it up and should be able to list the journals and
statements you want neatly.



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-z1sP8rgwYLHso5sEy3
>>> u4rMnIUDDgob9Y_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.
>>>
>>> --
>>> 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 beancount+...@googlegroups.com.
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>>> To view this discussion on the web visit https://groups.google.com/d/ms
>>> gid/beancount/a46c22eb-9567-4538-85ad-9c5286f8d4e5%40googlegroups.com
>>> 
>>> .
>>> For more options, visit https://groups.google.com/d/optout.
>>>
>>
>> --
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Re: Question on file organization.

[Jason Chu]

I use subsections. My file looks something like this:

# Options
# Commodities
# Equity Accounts
# Assets
# Canada Banking
## Institution1
### Account1
### Account2
## Institution2
### Account3
# US Banking
...
# Investing
...
# Liabilities
## Account4
## Account5
# Expenses
# Employment
# Income
# Prices

I should probably move around some sections, but it's nice to have the
hierarchy.

On Wed, Apr 11, 2018 at 12:15 PM Martin Michlmayr  wrote:

> * mplo...@gmail.com  [2018-04-10 18:46]:
> > Also i have several different sources of income so they also should be
> > split as well?
> > * Income 1
> > * Income 2
> > * Income 3
>
> It depends and is a personal choice.
>
> I only split based on the income type, e.g.
>
> Income:Employment:Salary
> Income:Employment:Bonus
> Income:Gifts
>
> If I had 2 employers, I would not put this into the account name.
> I would use tags:
>
> 2018-04-11 * Salary from company A   #companyA
> Assets:Checking:Chase1000.00 USD
> Income:Employment:Salary-1000.00 USD
>
> 2018-04-12 * Salary from company B   #companyB
> Assets:Checking:Chase1000.00 USD
> Income:Employment:Salary-1000.00 USD
>
> However, other people would do it differently.  For example, Martin
> Blais would probably add the employer name to the name of the income
> account.
>
> --
> Martin Michlmayr
> http://www.cyrius.com/
>
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> .
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>

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Re: Question on file organization.

[Martin Michlmayr]

* mplo...@gmail.com  [2018-04-10 18:46]:
> Also i have several different sources of income so they also should be 
> split as well?
> * Income 1
> * Income 2
> * Income 3

It depends and is a personal choice.

I only split based on the income type, e.g.

Income:Employment:Salary
Income:Employment:Bonus
Income:Gifts

If I had 2 employers, I would not put this into the account name.
I would use tags:

2018-04-11 * Salary from company A   #companyA
Assets:Checking:Chase1000.00 USD
Income:Employment:Salary-1000.00 USD

2018-04-12 * Salary from company B   #companyB
Assets:Checking:Chase1000.00 USD
Income:Employment:Salary-1000.00 USD

However, other people would do it differently.  For example, Martin
Blais would probably add the employer name to the name of the income
account.

-- 
Martin Michlmayr
http://www.cyrius.com/

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Re: Question on file organization.

[Martin Michlmayr]

* mplo...@gmail.com  [2018-04-11 11:34]:
> So i wonder if each Banking account should be separate in it's own 
> category, like this:

It's up to you how you organize things.

In your case:

> * Banking Chase
> * Banking BofA

You could use something like:

Assets:Checking:Chase
Assets:Checking:BofA

And if you also have savings accounts:

Assets:Savings:Chase
Assets:Savings:BofA

-- 
Martin Michlmayr
http://www.cyrius.com/

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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.
>>
>> -- 
>> 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 beancount+...@googlegroups.com .
>> To post to this group, send email to bean...@googlegroups.com 
>> .
>> To view this discussion on the web visit 
>> https://groups.google.com/d/msgid/beancount/a46c22eb-9567-4538-85ad-9c5286f8d4e5%40googlegroups.com
>>  
>> 
>> .
>> For more options, visit https://groups.google.com/d/optout.
>>
>
>

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Re: Question on file organization.

[Martin Blais]

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-z1sP8rgwYLHso5sEy3u4rMnIUDDgob
> 9Y_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.
>
> --
> You received this message because you are subscribed to the Google Groups
> "Beancount" group.
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> msgid/beancount/a46c22eb-9567-4538-85ad-9c5286f8d4e5%40googlegroups.com
> 
> .
> For more options, visit https://groups.google.com/d/optout.
>

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