Re: Reducing repetition/duplication of amount value in entries
Just a followup, there is now an example in the manual:
https://ledger-cli.org/doc/ledger3.html#Credit-Card-Cashback
Thanks to my pull request reviewer Alexis for helping clean it up.
On Sat, Jun 10, 2023 at 9:36 PM John Wiegley wrote:
> > "VA" == Viraj Alankar writes:
>
> VA> Something I was a bit confused about. If I change the automated
> VA> transaction to:
>
> VA> = "Liabilities:Apple Card" and has_tag("cashback")
>
> This is a bug in the query parser, which you can see by running:
>
> ledger query '"Liabilities:Apple Card" and has_tag("cashback")'
>
> It seems that %cashback also has a bug, but it’s harmless and so you don’t
> notice the problem.
>
> The query parser needs an overhaul.
>
> John
>
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Re: Reducing repetition/duplication of amount value in entries
> "VA" == Viraj Alankar writes:
VA> Something I was a bit confused about. If I change the automated
VA> transaction to:
VA> = "Liabilities:Apple Card" and has_tag("cashback")
This is a bug in the query parser, which you can see by running:
ledger query '"Liabilities:Apple Card" and has_tag("cashback")'
It seems that %cashback also has a bug, but it’s harmless and so you don’t
notice the problem.
The query parser needs an overhaul.
John
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Re: Reducing repetition/duplication of amount value in entries
Sure, I'll make a pull request.
Something I was a bit confused about. If I change the automated transaction
to:
= "Liabilities:Apple Card" and has_tag("cashback")
It doesn't seem to work. There is no error, it just doesn't apply the
transaction. Do you happen to know the right way to use has_tag() here?
Thanks,
Viraj.
On Fri, Jun 9, 2023 at 9:14 PM John Wiegley wrote:
> > "VA" == Viraj Alankar writes:
>
> VA> I found one way that I think should work:
> VA> = "Liabilities:Apple Card" and %cashback
> VA> Assets:Apple Cash (-tag("cashback"))
> VA> Income:Credit Card Rewards (tag("cashback"))
>
> VA> 2023/06/06 McDonalds
> VA> ; cashback:: 0.02
> VA> Expenses:Food:Restaurants $23.98
> VA> Liabilities:Apple Card
> VA> 2023/06/07 Transfer
> VA> Liabilities:Apple Card $23.98
> VA> Assets:Some bank
>
> VA> Mainly found by searching bugs. The manual would really benefit with
> some
> VA> more realistic examples in the Automated Transactions section.
>
> Interesting example! Please feel free to submit it as an addition to the
> docs,
> if you’d be willing.
>
> John
>
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Re: Reducing repetition/duplication of amount value in entries
> "VA" == Viraj Alankar writes:
VA> I found one way that I think should work:
VA> = "Liabilities:Apple Card" and %cashback
VA> Assets:Apple Cash (-tag("cashback"))
VA> Income:Credit Card Rewards (tag("cashback"))
VA> 2023/06/06 McDonalds
VA> ; cashback:: 0.02
VA> Expenses:Food:Restaurants $23.98
VA> Liabilities:Apple Card
VA> 2023/06/07 Transfer
VA> Liabilities:Apple Card $23.98
VA> Assets:Some bank
VA> Mainly found by searching bugs. The manual would really benefit with some
VA> more realistic examples in the Automated Transactions section.
Interesting example! Please feel free to submit it as an addition to the docs,
if you’d be willing.
John
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Re: Reducing repetition/duplication of amount value in entries
I found one way that I think should work:
= "Liabilities:Apple Card" and %cashback
Assets:Apple Cash (-tag("cashback"))
Income:Credit Card Rewards (tag("cashback"))
2023/06/06 McDonalds
; cashback:: 0.02
Expenses:Food:Restaurants $23.98
Liabilities:Apple Card
2023/06/07 Transfer
Liabilities:Apple Card $23.98
Assets:Some bank
Mainly found by searching bugs
.
The manual would really benefit with some more realistic examples in
the Automated
Transactions
section.
Thanks,
Viraj.
On Thu, Jun 8, 2023 at 4:55 PM Yuri Khan wrote:
> On Thu, 8 Jun 2023 at 21:28, Viraj Alankar wrote:
>
> > What would be right way to do apply the automatic transaction only when
> there is also an Expenses entry? I could not figure out the proper syntax.
> I tried something like:
> >
> > = expr "any(account =~ /^Liabilities:Apple Card/) and any(account =~
> /^Expenses/)"
> >
> > but this does not seem to work. I get some errors if I try removing the
> quotes, but I'm likely doing it wrong.
>
> You might instead apply cashback only where the amount is negative.
> But I’m struggling with complex condition syntax too, so maybe someone
> else will chime in.
>
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Re: Reducing repetition/duplication of amount value in entries
On Thu, 8 Jun 2023 at 21:28, Viraj Alankar wrote: > What would be right way to do apply the automatic transaction only when there > is also an Expenses entry? I could not figure out the proper syntax. I tried > something like: > > = expr "any(account =~ /^Liabilities:Apple Card/) and any(account =~ > /^Expenses/)" > > but this does not seem to work. I get some errors if I try removing the > quotes, but I'm likely doing it wrong. You might instead apply cashback only where the amount is negative. But I’m struggling with complex condition syntax too, so maybe someone else will chime in. -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/CAP_d_8VuMoRwog1834ZnuXzQayrf074sx7_hApctjxEc%2BgcrEw%40mail.gmail.com.
Re: Reducing repetition/duplication of amount value in entries
Nice, that is even cleaner. One thing however is if I then later add a
transaction to pay the card, the automatic transaction still applies.
What would be right way to do apply the automatic transaction only when
there is also an Expenses entry? I could not figure out the proper syntax.
I tried something like:
= expr "any(account =~ /^Liabilities:Apple Card/) and any(account =~
/^Expenses/)"
but this does not seem to work. I get some errors if I try removing the
quotes, but I'm likely doing it wrong.
Thanks,
Viraj.
On Thu, Jun 8, 2023 at 3:19 PM Yuri Khan wrote:
> On Thu, 8 Jun 2023 at 18:53, Alexis wrote:
>
> > I know of two options to reduce the duplication of the amount value:>
> > 1. Using transaction typed metadata
> >
> > 2023/06/06 McDonalds
> > ; amount_spent:: $23.98
> > Expenses:Food:Restaurants(tag("amount_spent"))
> > Liabilities:Apple Card (-tag("amount_spent"))
> > Income:Credit Card Rewards (-(tag("amount_spent")) * 0.02)
> > Assets:Apple Cash
> >
> > See https://ledger-cli.org/doc/ledger3.html#Typed-metadata
>
> One might try to combine typed metadata with automated transactions:
>
> = Liabilities:Apple Card
> Assets:Apple Cash (-tag("cashback"))
> Income:Credit Card Rewards (tag("cashback"))
>
> 2023-06-06 McDonalds
> ; cashback:: 0.02
> Expenses:Food:Restaurants$23.98
> Liabilities:Apple Card
>
> $ ledger bal -f test_cashback.ledger
>$0.48 Assets:Apple Cash
> $23.98 Expenses:Food:Restaurants
> $-0.48 Income:Credit Card Rewards
> $-23.98 Liabilities:Apple Card
>
> 0
>
> I do not know off the bat how to apply a default 0.02 value if the tag
> is not present, but that is probably possible.
>
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Re: Reducing repetition/duplication of amount value in entries
On Thu, 8 Jun 2023 at 18:53, Alexis wrote:
> I know of two options to reduce the duplication of the amount value:>
> 1. Using transaction typed metadata
>
> 2023/06/06 McDonalds
> ; amount_spent:: $23.98
> Expenses:Food:Restaurants(tag("amount_spent"))
> Liabilities:Apple Card (-tag("amount_spent"))
> Income:Credit Card Rewards (-(tag("amount_spent")) * 0.02)
> Assets:Apple Cash
>
> See https://ledger-cli.org/doc/ledger3.html#Typed-metadata
One might try to combine typed metadata with automated transactions:
= Liabilities:Apple Card
Assets:Apple Cash (-tag("cashback"))
Income:Credit Card Rewards (tag("cashback"))
2023-06-06 McDonalds
; cashback:: 0.02
Expenses:Food:Restaurants$23.98
Liabilities:Apple Card
$ ledger bal -f test_cashback.ledger
$0.48 Assets:Apple Cash
$23.98 Expenses:Food:Restaurants
$-0.48 Income:Credit Card Rewards
$-23.98 Liabilities:Apple Card
0
I do not know off the bat how to apply a default 0.02 value if the tag
is not present, but that is probably possible.
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Re: Reducing repetition/duplication of amount value in entries
Ah, these are great. Thanks!
On Thu, Jun 8, 2023 at 1:53 PM Alexis wrote:
> Hello Viraj,
>
> I know of two options to reduce the duplication of the amount value:
>
> 1. Using transaction typed metadata
>
> 2023/06/06 McDonalds
> ; amount_spent:: $23.98
> Expenses:Food:Restaurants(tag("amount_spent"))
> Liabilities:Apple Card (-tag("amount_spent"))
> Income:Credit Card Rewards (-(tag("amount_spent")) * 0.02)
> Assets:Apple Cash
>
> See https://ledger-cli.org/doc/ledger3.html#Typed-metadata
>
>
> 2. Using a define
>
> define spent_amount=$23.98
> 2023/06/06 McDonalds
> Expenses:Food:Restaurants (spent_amount)
> Liabilities:Apple Card (-spent_amount)
> Income:Credit Card Rewards(-(spent_amount) * 0.02)
> Assets:Apple Cash
>
> See https://ledger-cli.org/doc/ledger3.html#index-define
>
>
> Hope this helps,
> Alexis
>
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Re: Reducing repetition/duplication of amount value in entries
Hello Viraj,
I know of two options to reduce the duplication of the amount value:
1. Using transaction typed metadata
2023/06/06 McDonalds
; amount_spent:: $23.98
Expenses:Food:Restaurants(tag("amount_spent"))
Liabilities:Apple Card (-tag("amount_spent"))
Income:Credit Card Rewards (-(tag("amount_spent")) * 0.02)
Assets:Apple Cash
See https://ledger-cli.org/doc/ledger3.html#Typed-metadata
2. Using a define
define spent_amount=$23.98
2023/06/06 McDonalds
Expenses:Food:Restaurants (spent_amount)
Liabilities:Apple Card (-spent_amount)
Income:Credit Card Rewards(-(spent_amount) * 0.02)
Assets:Apple Cash
See https://ledger-cli.org/doc/ledger3.html#index-define
Hope this helps,
Alexis
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Reducing repetition/duplication of amount value in entries
Hello, I was wondering if there is a way to reduce the duplication of the amount value in an entry such as the following: 2023/06/06 McDonalds Expenses:Food:Restaurants $23.98 Liabilities:Apple Card -$23.98 Income:Credit Card Rewards (-$23.98 * 0.02) Assets:Apple Cash i.e. can I replace 23.98 with some string? I see there is some way to do this with automated transactions, but perhaps not with regular ones? I considered using automated transactions for this, but in that case I would like to override the 0.02 multipler in certain cases (some rewards are different percentages). I'm not sure how to do that or whether it is possible. Thanks, Viraj. -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/7feaa2a8-6861-46b3-856b-755a83054887n%40googlegroups.com.
