Re: Moving assets between accounts and preserve cost basis?

2023-12-21 Thread Martin Blais
I *think*[1] that if 60 HOOL is all you have in that account it should match the total number of units in account1, and it would automatically fill in the cost basis in account2. [1] It's been a while, adding a unit test specifically for this case in the matching code might make sense to validate

Moving assets between accounts and preserve cost basis?

2023-12-21 Thread Artur Matos
Hi everyone, I've changed one of my taxable accounts providers and need to transfer the assets from one beancount account to the other. Transfer happens "in specie" and I need to preserve the cost basis and lots as part of the transfer. If I understood the docs correctly , transferring like

Re: Summation for super-accounts in bean-report

2023-12-21 Thread Chary Chary
I tend to use beancount and beanquery to extract interesting data and to do further processing in pandas in Jupyter Notebook, where data processing and visualization tools are very developed. https://www.isabekov.pro/multiperiod-hledger-style-reports-in-beancount-pivoting-a-table/ I think

Re: Summation for super-accounts in bean-report

2023-12-21 Thread Chary Chary
I tend to use beancount and beanquery to extract interesting data and to do further processing in pandas in Jupyter Notebook, where data processing and visualization tools are very developed. https://www.isabekov.pro/multiperiod-hledger-style-reports-in-beancount-pivoting-a-table/ I think

Re: Summation for super-accounts in bean-report

2023-12-21 Thread Martin Michlmayr
bean-report is deprecated. You can do the following in bean-query: SELECT PARENT(account), position, balance WHERE account ~ 'Expenses:Test:' you can also use PARENT(PARENT(account)) This is for register report. For balance report, something like that: SELECT PARENT(account), SUM(position)

Summation for super-accounts in bean-report

2023-12-21 Thread Dan Andersson
Hi, Example bean-report output: Expenses:Test:Foo 2 USD Expenses:Test:Foo 4 USD How can I automatically show summations for all super-accounts? For example Expenses 6 USD Expenses:Test6 USD Expenses:Test:Foo 2 USD Expenses:Test:Foo