Re: Using Zero-Sum-Accounts and smart_importer together?

2023-12-26 Thread cha...@gmail.com
ce and correctness >> (smart_importer) if be -f <(echo 'plugin >> "beancount.plugins.auto_accounts"'; cat ${INGEST_ROOT}/../source/* ) >> $files ; then echo "Return value of bean-extract: $?" if [[ "$nofile"x >> != "1x" ]]

Using Zero-Sum-Accounts and smart_importer together?

2023-12-26 Thread cha...@gmail.com
I'm a fan of using Redstreet's great zerosum plugin to handle transfers, and also use smart_importer in order to speed up the ledger update process. However, using these together doesn't reall

Re: Portfolio Returns in Fava (based on beangrow)

2023-08-31 Thread cha...@gmail.com
This is great, thanks! This is more of a beangrow question, but is there a calculation of IRR or annualized yield we can surface? As far as I understand it, the "Yield" that is shown in the overview is simply (gain / investment amount), which doesn't account for time invested. Would it be poss

Re: US taxes in python and beancount

2023-01-05 Thread cha...@gmail.com
This is really neat. A couple things I've noted from doing mine: - I split my tax expenses like Expenses:Taxes:TY{tax-year}:Federal:(Income|Medicare|SS). I think this is helpful especially if you either get a large refund or pay a large tax bill when filing so you can allocate taxes

Re: Roth Contributions

2021-04-25 Thread cha...@gmail.com
I just have a "Assets:Investments:Retirement:Roth:Cash" account that I deposit all my contributions into before investment. If I wanted to track my contributions, I would just query for transactions into this account greater than a certain dollar figure. Since I do contributions all at once, lo

Re: The Five-Minute Ledger Update

2021-04-18 Thread cha...@gmail.com
Very well put-together. I will say that for me the thing that made it easy to stick with Beancount, and plain text accounting in general, is to simplify my financial life. I have one login for my checking/savings/brokerage/retirement/main credit card acounts, another couple CCs, my mortgage, a

Re: OT: What development environments are people using?

2021-04-17 Thread cha...@gmail.com
I'm a bash + tmux + emacs user. Still need to make the switch to zsh :) On Saturday, April 17, 2021 at 3:54:38 AM UTC-4 nugget@gmail.com wrote: > Great thread :D > > I am a self-taught coding enthusiast, and my "carreer" started with matlab > data processing scripts at university in the late

Re: PIVOT BY clause not supported yet (2.3.1)?

2020-12-03 Thread cha...@gmail.com
Good to know, thank you for the clarification. On Wednesday, December 2, 2020 at 4:17:03 PM UTC-5 bl...@furius.ca wrote: > Apologies for this, the PIVOT BY clause implementation was never completed. > I've adjusted the documentation. > > > On Tue, Dec 1, 2020 at 8:17 AM cha

PIVOT BY clause not supported yet (2.3.1)?

2020-12-01 Thread cha...@gmail.com
I am using Beancount 2.3.1, and am getting the message that the PIVOT BY clause is not supported yet. Is this something only available in v3+? It does still appear to by in the documentation: https://beancount.github.io/docs/beancount_query_language.html#pivot-by The query I am trying to run,

Re: Calculating Portfolio Returns

2020-09-16 Thread cha...@gmail.com
Thanks, this looks promising and I'll try it out soon. In the document there is a discussion of comparing your returns to another portfolio. I would suggest using some number of these lazy portfolios for default selections, where of course someo