Re: Correctly calculate PnL when transferring between accounts

2018-04-23 Thread Martin Blais
On Mon, Apr 23, 2018 at 11:39 AM, Justus Pendleton wrote: > On Monday, April 23, 2018 at 3:02:00 PM UTC+7, Einar Idsø wrote: >> >> 1. I recently had to transfer some shares from one broker account to >> another in order to perform a sale. Since I have purchased shares at >> BrokerOne many times t

Re: Correctly calculate PnL when transferring between accounts

2018-04-23 Thread Martin Blais
On Mon, Apr 23, 2018 at 4:02 AM, Einar Idsø wrote: > Hi, > > I am a very happy user of Beancount for the past six or so months. I > currently use it for tracking vacation hours, shares, and crypto. Since tax > reporting is almost due, I need to properly calculate PnL for my shares and > crypto. T

Re: Correctly calculate PnL when transferring between accounts

2018-04-23 Thread Justus Pendleton
On Monday, April 23, 2018 at 3:02:00 PM UTC+7, Einar Idsø wrote: > > 1. I recently had to transfer some shares from one broker account to > another in order to perform a sale. Since I have purchased shares at > BrokerOne many times through my employer's share savings plan, I'd prefer > to not ma

icsv2ledger compatible categorizer for CSV importer

2018-04-23 Thread Stefano Zacchiroli
On the Ledger side, I've been using icsv2ledger[1] for many years. That means I've a pretty rich mapping DB in the format of that tool. [1]: https://github.com/quentinsf/icsv2ledger When I started to play with bean-extract and the builtin CSV importer (beancount.ingest.importers.csv), it occurred

Issue #285: Query result should be empty string instead of None so ORDER BY can work (blais/beancount)

2018-04-23 Thread Martin Michlmayr
New issue 285: Query result should be empty string instead of None so ORDER BY can work https://bitbucket.org/blais/beancount/issues/285/query-result-should-be-empty-string Martin Michlmayr: I'm trying to do an `ORDER BY` query but I get an error because some results don't have values: ``` bea

Correctly calculate PnL when transferring between accounts

2018-04-23 Thread Einar Idsø
Hi, I am a very happy user of Beancount for the past six or so months. I currently use it for tracking vacation hours, shares, and crypto. Since tax reporting is almost due, I need to properly calculate PnL for my shares and crypto. This becomes extremely difficult when purchasing many lots, wh