Re: Introducing Beanpost: A PostgreSQL-Based Experiment for Beancount Users

It's not pedantic, it's totally needed at some point It would be nice to be able to generate accurate statements from both sides of these transactions. On Sat, Apr 27, 2024 at 4:59 AM Brian Lalor wrote: > Yes, that’s the one! I might be a bit overly pedantic about setting the > effective date,

Re: Introducing Beanpost: A PostgreSQL-Based Experiment for Beancount Users

s. It's been an amazing tool, and I'm grateful to this community and > especially to Martin Blais for maintaining such a fantastic project. > > I'm sharing a project I've been working on called Beanpost, which you can > find on GitHub at https://github.com/gerdemb/beanpost. This started as an

Re: Introducing Beanpost: A PostgreSQL-Based Experiment for Beancount Users

years. It's been an amazing tool, and I'm grateful to this community and > especially to Martin Blais for maintaining such a fantastic project. > > I'm sharing a project I've been working on called Beanpost, which you can > find on GitHub at https://github.com/gerdemb/beanpost. This st

Re: account_unrealized_gains, account_current_conversions'

On Mon, Apr 15, 2024 at 3:20 PM Chary Chary wrote: > Martin, > > thanks. > > >- Is my understanding correct, that you you are planning to expand >the current 5 accounts (Assets, Liabilities, Income, Expenses, Equity) also >with Earnings and Conversions? > > I'm planning nothing at

Re: account_unrealized_gains, account_current_conversions'

These were defined to absorb amounts produced by summarizations described in https://docs.google.com/document/d/100tGcA4blh6KSXPRGCZpUlyxaRUwFHEvnz_k9DyZFn4/ On Sun, Apr 14, 2024 at 6:38 AM Chary Chary wrote: > Martin, > > sorry, did you manage to have a loot at my question? > > On Monday,

Re: Changes to support cost transfers

- There's no dev list, this is it, not enough traffic to justify a separate list. - Your feature touches a very sensitive part of the booking process - one I've struggled to get sort of right in the past, has a lot of weird corner cases, it's been a bit of a whack-a-mole situation - I'd have to

Re: Cost basis adjustment for average cost booking

On Thu, Apr 4, 2024 at 3:45 PM Chary Chary wrote: > On Thursday, April 4, 2024 at 3:34:23 AM UTC+2 bl...@furius.ca wrote: > > are there any serious consequences of just ignoring such tiny values > balance errors? > > No. > The worse that could happen is that a larger balance gets accidentally >

Re: Cost basis adjustment for average cost booking

On Wed, Apr 3, 2024 at 4:04 AM Chary Chary wrote: > > > On Sunday, February 11, 2024 at 6:46:47 PM UTC+1 bl...@furius.ca wrote: > > > Practical solution: just add a little Equity:RoundingError posting to > absorb the fraction of a cent and move on. > > > Martin, > > are there any serious

Re: Balance report and other common reports in v3?

FWIW, I feel like I've implemented less than a third of the ideas I've had for reporting, just ran out of time and energy. It's an area where there could be a lot of fun new outputs. About an API, I've started to sketch a simplified API in the master branch, so that all the symbols hang off of a

Re: Balance report and other common reports in v3?

On Mon, Mar 25, 2024 at 6:58 PM fin wrote: > John Lee wrote: > > > I'm new to beancount (but not to PTA, though rusty). I should have read > the docs for v3 first, but I was surprised to see there's no bean-report in > v3. > > > > What do people use to get e.g. a balance report? Same question

Re: Seeking beta-testers/devs for crypto tax tools

+1 to that. I don't do package management much. I just git clone, build locally and mangle my PYTHONPATH. On Sat, Mar 16, 2024 at 6:51 PM Eric Altendorf wrote: > On Wed, Feb 28, 2024 at 10:19 AM CD wrote: > >> Thank you. I think I have the CoinbaseImporter set up properly but it is >> saying

Re: Modify postings in transactions and update the input beancount file

There's a far fetched idea for the next version to augment the parser such that it is possible to completely reverse the process and regenerate the input file with modifications, but it's just a fanciful idea at this point. On Fri, Mar 15, 2024 at 6:47 PM Saglara S wrote: > I want to add and

Re: thank you beancounters! :)

Sounds great! Congrats. On Sun, Mar 3, 2024 at 5:34 PM fin wrote: > as of today i've finally gotten one of my longest > running accounts imported, balanced, working, it's > beautiful! > > only a few transactions missing from the era of > hand written passbooks. > > i'm tempted to ask

Re: Balance for each account for each month

I think the query you issued should work. Can you be more specific about "it mixes together the balances"? Maybe isolate just a few transactions and run on that, to isolate what you believe is the problem and reply here. On Sat, Mar 2, 2024 at 9:58 AM Andrea Vidali wrote: > Hi everyone,

Re: Bazel build failing on fedora-toolbox (how to properly set up python env?)

You can still use the same build process (Makefiles + C) in the master branch. The C++ code is not enabled by default. On Mon, Feb 26, 2024 at 5:25 PM Chary Chary wrote: > > > On Wednesday, January 31, 2024 at 8:11:39 PM UTC+1 dan...@grinta.net > wrote: > > > If you just want to use Beancount

Re: Purpose of a filename metadata in posting object

I think it was just added by default. Also, the "filename" field really is a source identifier saying "where does this bit of data originate from?" and for postings created by plugins that could be the plugin name. It should probably be renamed to "source" in the new version. On Sun, Feb 25,

Re: Totals for a specific commodity

(No need to apologize, there are no dumb questions here - but maybe just not much time for detailed answers.) Use beanquery: https://github.com/beancount/beanquery https://docs.google.com/document/d/1s0GOZMcrKKCLlP29MD7kHO4L88evrwWdIO0p4EwRBE0/ On Sun, Feb 25, 2024 at 12:18 PM CDT wrote: > I'm

Re: Totals for a specific commodity

Just SELECT sum(position) WHERE currency = 'BTC'? On Sat, Feb 24, 2024 at 2:46 PM CDT wrote: > I have some commodities (lets just use BTC as an example) spread out over > many different accounts. > > Is there a command to get a grand total on a specific commodity (like BTC) > regardless of the

Re: How to transfer commodities between currencies?

7.03 CAD Granted it could be better, but it's possible. Thankfully you probably don't have a ton of these... (You could automate the generation of these with a plugin if you do.) On Mon, Feb 19, 2024 at 9:08 AM Martin Blais wrote: > (But to the straightforward question is: yes, it can.) > &

Re: How to transfer commodities between currencies?

(But to the straightforward question is: yes, it can.) On Mon, Feb 19, 2024 at 9:08 AM Martin Blais wrote: > It depends. > What happens to your unrealized gain? > Does this trigger a realization and stepping up of cost-basis? Or do you > carry the unrealized gain to CAD? > >

Re: How to transfer commodities between currencies?

It depends. What happens to your unrealized gain? Does this trigger a realization and stepping up of cost-basis? Or do you carry the unrealized gain to CAD? On Sun, Feb 18, 2024 at 10:11 PM Matt McCormick wrote: > Some commodities trade on multiple stock exchanges and can be exchanged. > How

Re: T-bills through Treasury Direct - How to Record?

I have a bunch of these now too, I haven't converted to Beancount yet, but I think it'll be straightforward. I think there is a choice to make about whether you want to - just account for the cash flows (which should be really easy, book as a new commodity with a price that begins at what you paid

Re: Setting up first Beancount file - should I separate LLC partnership and personal finances

On Fri, Feb 16, 2024, 08:51 CDT wrote: > Hello, > > I'm setting up my first Beancount file and will start with 2024. > > Currently I have all of my ledgers in Gnucash but I will probably not > export the existing items (yet). > > My wife and I have an LLC partnership for a property we rent and

Re: install from github missing bean-report

Use the v2 branch, this has been deleted in the master branch (deprecated, use beanquery) On Thu, Feb 15, 2024, 00:30 fin wrote: > If you install beancount from a local directory on your > computer after downloading it from the github current site > there is no bean-report command available.

Re: Copy-pasting multiline (multiple lines) query into bean-query

I don't know. If it's supported in https://docs.python.org/3/library/cmd.html it should be possible to improve it. On Tue, Feb 13, 2024 at 5:55 AM Dan Andersson wrote: > Motivation: Give people (including Windows users) copy-pasteable commands > they can simply use as-is (regardless of

Re: Cost basis adjustment for average cost booking

I agree it's totally possible to rewrite a plain-text accounting system on your own in a short amount of time and there are many such projects on github but going all the way to handling a bunch of the corner cases, dealing with user issues continuously for a while, and making it extensible via

Re: Cost basis adjustment for average cost booking

On Mon, Feb 12, 2024 at 11:15 AM Chary Chary wrote: > On Sunday, February 11, 2024 at 6:46:47 PM UTC+1 bl...@furius.ca wrote: > > One day, when I retire, I'll spend months writing v3 and offer you all a > new and improved Beancount or maybe someone with more free time and > enthusiasm will beat

Re: Cost basis adjustment for average cost booking

What it should be: precision has to be rewritten (the v3 proposal includes ideas for doing this) Practical solution: just add a little Equity:RoundingError posting to absorb the fraction of a cent and move on. One day, when I retire, I'll spend months writing v3 and offer you all a new and

Re: Branching transaction import logic (i.e. partially automating imports)

Here's how I do it (from my import script): def process_entry(entry): ... do something... return entry def process_extracted_entries(extracted_entries_list, ledger_entries): """Filter the extracted entries to save on time.""" return [(filename, [process_entry(entry) for entry

Re: Copy-pasting multiline (multiple lines) query into bean-query

This is a bash question. Look at how multiple lines are handled in bash (should be lots of info online). On Sat, Feb 10, 2024 at 9:24 AM Dan Andersson wrote: > Hi, > > After doing bean-query foo.beancount to enter the interactive session, can > I somehow copy-paste multiple lines in there? > >

Re: I created a way to do BeanCount bookkeeping using typescript.

Maybe if Beancount gets rewritten in Rust we can compile it to Rust-WASM and run it in the browser, haha! On Thu, Feb 8, 2024 at 10:14 AM base hamster wrote: > The biggest benefit is that it makes beancount Turing-complete, so you can > use typescript to write recurring bills. > > > import {

Re: Bazel build failing on fedora-toolbox (how to properly set up python env?)

On Sat, Feb 3, 2024 at 7:24 AM Daniele Nicolodi wrote: > On 31/01/24 22:23, Chary Chary wrote: > > Dan, > > > > I thought that the main idea of beancount v3 was migrating some > > functionality to C++ to make the thing be faster. > > > > If this is not being done in beancount v3, are there any

Re: Commodity 24 character limit

Why would you encode that in the commodity name? You can add an account name for each broker, and als for subaccounts, or use met a-data. On Tue, Jan 2, 2024 at 2:40 AM Dan Andersson wrote: > Hi, > > Can someone please add a plugin/setting to customize this limit (get this > added to the v2

Re: Transitive commodity values / Pegging

Beancount doesn't automatically compute implied prices based on transitive prices. All it does is impute the inverse price, and project the prices forward (the last valid price--in time--is the one that's used). You'll have to just update all of them. On Sat, Dec 30, 2023 at 9:50 AM Lover O'Bean

Re: Optionally make commodity directive mandatory?

You're welcome! On Thu, Dec 28, 2023, 20:11 Lover O'Bean wrote: > Yes; while it doesn't address timing, it should be good enough for now: > > https://beancount.github.io/docs/api_reference/beancount.plugins.html#beancount.plugins.check_commodity.validate_commodity_directives > > (Also, while I

Re: Total match sale and balance error

On Tue, Dec 19, 2023 at 12:30 PM Damien R. wrote: > Le mardi 19 décembre 2023 à 09:02:46 UTC-5, bl...@furius.ca a écrit : > > On Tue, Dec 19, 2023 at 8:54 AM Damien R. wrote: > > Le lundi 18 décembre 2023 à 22:03:43 UTC-5, bl...@furius.ca a écrit : > > On Mon, Dec 18, 2023 at 9:25 PM Damien R.

Re: Moving assets between accounts and preserve cost basis?

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

Re: Total match sale and balance error

On Tue, Dec 19, 2023 at 8:54 AM Damien R. wrote: > Le lundi 18 décembre 2023 à 22:03:43 UTC-5, bl...@furius.ca a écrit : > > On Mon, Dec 18, 2023 at 9:25 PM Damien R. wrote: > > Thank you! It seems pretty obvious now... sorry for the dumb question! > > > There are no dumb questions. Nothing to

Re: Total match sale and balance error

On Mon, Dec 18, 2023 at 9:25 PM Damien R. wrote: > Thank you! It seems pretty obvious now... sorry for the dumb question! > There are no dumb questions. Nothing to feel sorry about. > If they had decided to sell only 50% of the commodity, what would have > been the best way to handle it in

Re: Total match sale and balance error

When you sell something you need to account for P/L. You're missing an account posting for that P/L, the amount of which can be left to be automatically calculated by Beancount, for that $124.46 On Mon, Dec 18, 2023 at 8:57 PM Damien R. wrote: > Hi, > > I have an investment in a mutual fund

Re: Calculating Portfolio Returns

[image: image.png] On Sun, Dec 17, 2023 at 12:06 PM Chary Chary wrote: > Martin, > > I was reading through the *Beancount - Calculating Portfolio Returns > * > document > > Very thorough (as always)! > > May be

Re: Order of padding and plugins

Thank you for reporting it Soham. On Mon, Dec 11, 2023, 06:01 Soham Shanbhag wrote: > I see that there is an open issue on github related to this too, see > https://github.com/beancount/beancount/issues/742. > > The present behaviour does not satisfy the definition of the pad directive > in

Re: Dealing with futures

Sorry for the late reply, I've been busy. Yeah, maybe I shouldn't have called it "margin," it's inaccurate. In particular, this method doesn't actually track the margin usage (which seems unnecessary). Maybe it should be some Equity account. There's some other discussion about futures contracts

Re: How to account for expenses withdrawable from an HSA

I think the second transaction does not reflect the actual cash transfers. I would do it either this way: 2023-11-29 * "Dr. Hu" "pain killers" receipt: "http://example.com/2023-11-29_Dr.Hu_meds.pdf; Assets:Cash -100.00 USD Expenses:Health100.00 USD

Re: Lot matching necessary?

On Tue, Nov 21, 2023 at 11:36 AM Dan Andersson wrote: > Hi, > > My goal is to convert Interactive Brokers statements (their XML flex > statements) to Beancount. > > Normally I wouldn't have to think about lots and prices, because each > already tells me cash in/out (and realized FIFO pnl). >

Re: Beancount docs: tagstack does not work over include

If you'd like to make a suggestion I can open up the relevant doc for comment & suggestion. Let me know which one, On Sun, Nov 19, 2023 at 3:46 AM Matthias Beyer wrote: > Hi, > > the docs on the tagstack do not explicitely say that the tagstack > functionality does only work per-file! > > So

Re: Announce: new Beancount parser in Rust

one of it is rocket science, but you're really just redoing protos at that point. > cheers, > Simon > > On Sun, 19 Nov 2023, 7:16 am Martin Blais, wrote: > >> Have you guys seen this suite of tests? >> >> https://github.com/beancount/beancount/blob/master/beancount/c

Re: Announce: new Beancount parser in Rust

Have you guys seen this suite of tests? https://github.com/beancount/beancount/blob/master/beancount/cparser/parser_test.cc Any parser that supports a suite like this I'd probably want to integrate and contemplate a Rust version of Beancount. There are two crucial things at the bottom of it all:

Re: Question about how to work with beancount for ETFs

Check out the section on trading in the docs. You can choose a booking method, e.g. FIFO, or do it manually (if you use the "specific lot identification" method). One trick that works well when doing by is to run bean-doctor to get the context around a transaction, it gives you the contents of the

There’s a Reason a Killer Money-Saving App Still Doesn’t Exist - The Wall Street Journal.

This is a pretty good article about Mint and budgeting apps: There’s a Reason a Killer Money-Saving App Still Doesn’t Exist https://www.wsj.com/articles/theres-a-reason-a-killer-money-saving-appstill-doesntexist-24558f8c I like this quote: "“Nobody wants to track an expense item for expense

Re: Announce: new Beancount parser in Rust

The c++ parser in V3 is pretty much done. This is other people writing a parser in rust. It's worth noting that n beancount the parser alone isn't that useful. It's because beancount processes its data in two stages: parsing, which produces roughly a data structure that matches the input, and

Re: Announce: new Beancount parser in Rust

Thank you for sharing. Added to contrib doc. On Sun, Nov 12, 2023 at 3:15 PM Simon Guest wrote: > Ahoy Beancounters! > > Of interest really only to developers, I created a new parser for > Beancount in Rust, called beancount-parser-lima >

Re: Getting commodity tracking working for individual securities

The problem is not your currencies, it's the account names. Account names do not support underscores. Use dashes instead. (They probably should (mabe), but I'm not going to change the syntax in stable/v2). I'm not sure what the invalid currency error is, needs more detail On Sat, Oct 28, 2023 at

Re: Posting Resolution are being rounded

Yes it's just being rendered that way. You can override the precision with an option declaration for that currency. Search mailing list for the specifics. On Thu, Oct 26, 2023, 04:34 Martin Michlmayr wrote: > * Vishesh Handa [2023-10-26 10:27]: > > 2022-03-10 * "Test" > > Expenses:B 42.0

Re: uabean: importers for Wise, Interactive Brokers, some Ukrainian banks & more

Thanks for sharing Oleksii. I've added a link from the contribs doc. On Sun, Sep 24, 2023 at 12:45 PM Oleksii Sadovyi wrote: > Hi all, > > I've just published my set of beancount goodies: > https://github.com/OSadovy/uabean/ > > Focused on what's accessible for Ukrainians, but also generic

Re: Sharing expenses for dinner after adding up all expenses

- your outgoing expenses for AR$1 and $ar18000 - your incoming transfer for AT$6000 from friend 1 - your incoming transfer for AT$6000 from friend 2 are all four separate transactions. Add a unique link to all three. Not sure there's more to it than that. Looks like you overpaid by AR$1

Re: Struggling to get padding working

Docs are in Google Docs itself, just make an edit request and I'll grant On Fri, Sep 8, 2023 at 6:07 PM Eric Altendorf wrote: > On Wed, Sep 6, 2023 at 8:33 AM Daniele Nicolodi > wrote: > >> On 06/09/23 16:54, Eric Altendorf wrote: >> > >> > >> > On Wed, Sep 6, 2023 at 04:00 Daniele Nicolodi >

Re: Capital gains

On Fri, Aug 11, 2023 at 8:20 PM Eric Altendorf wrote: > > > On Fri, Aug 11, 2023 at 3:53 PM Bakul Shah wrote: > >> >> >> On Aug 10, 2023, at 4:13 PM, Eric Altendorf >> wrote: >> >> >> >> On Thu, Aug 10, 2023 at 3:12 PM Bakul Shah wrote: >> >>> [new user here] >>> >>> Consider this example

Re: Capital gains reporting tools

On Sun, Sep 3, 2023 at 11:07 AM Eric Altendorf wrote: > > > On Sun, Sep 3, 2023 at 09:58 Martin Blais wrote: > >> On Mon, Jul 24, 2023 at 12:47 PM Eric Altendorf >> wrote: >> >>> [changing subject line] >>> >>> On Sat, Jul 22, 2023 at

Re: Capital gains reporting tools

On Mon, Jul 24, 2023 at 12:47 PM Eric Altendorf wrote: > [changing subject line] > > On Sat, Jul 22, 2023 at 3:41 AM Daniele Nicolodi > wrote: > >> On 19/07/23 22:03, Eric Altendorf wrote: >> > In a related vein, are there other reporting tools I can use with v3 >> > to generate even

Re: Proposal for cost accounting in transfers

On Sat, Aug 19, 2023, 21:14 Eric Altendorf wrote: > So having thought about this issue some more, I think I need some advice > on a core architectural question. > > We want to fill out cost information on an augmenting (receiving) leg of a > transfer, such that it matches the cost information on

Re: Additional cookbooks?

What's there is all we got. On Wed, Aug 16, 2023 at 5:33 PM Daniel Schonfeld wrote: > Hello, > > I was wondering if the Taxes part of the cookbook has ever been completed > and also if there's a similar cookbook for how to run a typical small > business operation(s) as well as the owner

Re: partial support for commission syntax?

This works and is not about commissions per se, what it is is a combined {per unit # per posting} syntax for cost. If you have 3 units, {100 # 3} is a per unit cost of 101 per share unit. Have you tried playing with bean-doctor? On Sat, Aug 19, 2023, 05:34 Eric Altendorf wrote: > I was

Re: Price fetching, imputation, and PnL

On Thu, Aug 10, 2023 at 12:50 AM Eric Altendorf wrote: > On Wed, Aug 9, 2023 at 5:48 AM Martin Blais wrote: > >> The original goal of bean-price is >> >> - load the ledger and figure out which price entries are missing, say, at >> transaction times and at reg

Re: Price fetching, imputation, and PnL

The original goal of bean-price is - load the ledger and figure out which price entries are missing, say, at transaction times and at regular intervals while positions are held - fetch/scrape rates from some external sites - print out the missing Price directives in Beancount format so you can

Re: Should Pension(401K) be an Assets account?

401k is an asset. When I compute net worth I apply estimated taxes with a rate that depends on the account, e.g. pre tax, Roth, taxable, etc. In that sense assets is "gross" but I'm not sure it makes sense to say that. I don't track pension at the government (social security). It's an expense

Re: Errors from run_query(), not from bean-query

Btw, fwiw, the beanlabs repo has a bunch of random scripts you might find useful to eyeball, that use the api On Thu, Aug 3, 2023, 08:54 Martin Blais wrote: > Use bn.loader.load_file(), not just the parser. > Beancount has two stages: parsing, then booking and running all the >

Re: Errors from run_query(), not from bean-query

Use bn.loader.load_file(), not just the parser. Beancount has two stages: parsing, then booking and running all the plugins. Loading does both. The query is intended to be run on the output of the loader. On Thu, Aug 3, 2023, 08:21 Eric Altendorf wrote: > I'm getting errors inside

Re: ValueError: String too long (66 lines) - why?

Send me a patch. Im not home and have only a minimal dev setup on an old laptop and the odd late hour free every 3,4 days On Thu, Aug 3, 2023, 02:45 Stefano Zacchiroli wrote: > On Wed, Aug 02, 2023 at 09:39:40PM +0800, Martin Blais wrote: > > Happy to raise or remove the limit in v2 if

Re: ValueError: String too long (66 lines) - why?

Happy to raise or remove the limit in v2 if you want. On Wed, Aug 2, 2023 at 8:48 PM Daniele Nicolodi wrote: > On 02/08/23 11:43, Stefano Zacchiroli wrote: > > Heya, I'm hitting this error in the beancount v2 C parser (quoting from > > beancount/parser/tokens.c): > > > > if (lines >

Re: Best path for some simple importers

igating some of the > deduping frameworks. > > On Mon, Jul 17, 2023 at 4:34 PM Martin Blais wrote: > >> On Tue, Jul 18, 2023 at 12:52 AM Eric Altendorf >> wrote: >> >>> Thanks for the quick reply! >>> >>> On Sun, Jul 16, 2023 at 8:58 PM Red S

Re: Legs for asset exchanges out of operating currency

On Wed, Jul 19, 2023 at 8:50 AM Eric Altendorf wrote: > I'm trying to understand how to construct legs for a transaction where no > legs are in the operating currency. For example, one might exchange USDT > (Tether) for BTC. USDT is sorta like USD but actually not, and its > exchange rate does

Re: How to transfer lots between accounts and how to query lot information?

On Wed, Jul 19, 2023 at 6:44 AM Eric Altendorf wrote: > Just found this thread. I think I'm encountering similar issues; > difficulties tracking assets that have been transferred. > > Have there been any developments on this front since? > No > > On Saturday, June 5, 2021 at 4:05:36 PM

Re: Workflow questions

On Wed, Jul 19, 2023 at 2:08 AM Eric Altendorf wrote: > Thanks so much for the detailed reply. I'm slowly but surely wrapping my > head around everything. > > [...] > I'm a little surprised this doesn't seem to be a more common problem; > I would think this would be useful to many traders. >

Re: Deduplication & merging questions

One of the things that was never done is to specify deduplicating by import source, which would make a lot of sense. Some institutions, e.g. Amex, have really nice unique ids on each transaction that can be used to dedup exactly (if preserved). Some don't. The heuristics I'm using today are

Re: Questions for rigorous cap gains tracking

On Sat, Jul 15, 2023 at 11:19 AM Eric Altendorf wrote: > I'm looking into Beancount for the specific purpose of rigorous capital > gains tracking for crypto transactions. I just read the docs, and now have > a few questions, hoping someone can help. Thanks in advance! :) > > I'd like to run

Re: Best path for some simple importers

On Tue, Jul 18, 2023 at 12:52 AM Eric Altendorf wrote: > Thanks for the quick reply! > > On Sun, Jul 16, 2023 at 8:58 PM Red S wrote: > >> I'd recommend exactly that as the first step---spitting out text files of >> the write format, and using that with your workflow for a while. You'll >>

Re: Is v2 > v3 still?

doesn't seem > to be building some of the tools, e.g., `bean-web` is still missing: > > beancount$ ls bin > bean-check bean-doctor bean-example bean-format BUILD treeify > > do i still need to do something with setup.py like in v2? > > > On Sun, Jul 16, 2023 at 5:10 PM Martin

Re: Is v2 > v3 still?

On Mon, Jul 17, 2023, 06:00 Eric Altendorf wrote: > On Sun, Jul 16, 2023 at 2:27 PM Martin Blais wrote: > >> Precisely reliable and reproducible packaging and instructions that work >> for everyone all the time are impossible tasks in my experience and I tried >> for

Re: Is v2 > v3 still?

ring the FYI that some of the install > instructions / links seem to be misleading. > > On Sun, Jul 16, 2023 at 10:19 AM Eric Altendorf > wrote: > >> On Fri, Jul 14, 2023 at 8:35 PM Martin Blais wrote: >> >>> >>> >>> On Sat, Jul 15, 2023, 11:06 Eric Altend

Re: Is v2 > v3 still?

On Sat, Jul 15, 2023, 11:06 Eric Altendorf wrote: > On Fri, Jul 14, 2023 at 4:45 PM Martin Blais wrote: > >> v3 > v2 >> No less stable; less overall code, many parts moved to subprojects that >> have been more actively developed. Some c++ bit present but not used in

Re: Is v2 > v3 still?

v3 > v2 No less stable; less overall code, many parts moved to subprojects that have been more actively developed. Some c++ bit present but not used in the main loop. Use v3. (Apologies for the little warning in every invocation.) On Sat, Jul 15, 2023, 07:42 Eric Altendorf wrote: > I'd like to

Re: Best approach for folder structure | Generic transaction question

About the ledgers: It doesn't make sense to segregate transaction by account type. Use a single large file, it what I'd recommend. About matching: I'm not too sure what you mean by match, the way it works is that as you accrue postings to an inventory it'll attempt to pair off with existing

Re: [jcornaz/beancount-parser] beancount_parser_2 alpha (Discussion #38)

During my visit at PyCon recently it was impossible to miss the fact that a number of Python projects are rewriting their core in Rust for performance reasons. Rust and Python seem to be best friends. On Wed, May 31, 2023 at 4:02 AM Chary Chary wrote: > Martin, > > re "With the Python community

Re: [jcornaz/beancount-parser] beancount_parser_2 alpha (Discussion #38)

+Beancount Looks fun. I started toying around with Rust myself. With the Python community aiming in that direction it was unavoidable I guess. Plus the C++ protobuf story just isn't getting much better. I'm wondering if there's a nicer by-ref sharing story with protos and Rust, where an

Re: BQL for non-transactions?

table = petl.wrap(itertools.chain([HEADER], rows(entries))) print(table.cut(["date", "account", "units"]).lookallstr()) if __name__ == "__main__": main() On Sat, May 20, 2023 at 5:50 PM Martin Blais wrote: > There isn't one but if needed I can proba

Re: BQL for non-transactions?

There isn't one but if needed I can probably make you one in short order. On Sat, May 20, 2023 at 5:31 PM Stefano Zacchiroli wrote: > On Sat, May 20, 2023 at 04:57:44PM -0400, Martin Blais wrote: > > (Note that you could build a little Python script and use petl to achieve > >

Re: BQL for non-transactions?

I think not. A long long while ago I had an idea for the revamp of the SQL client I thought a good mapping would be for each of the postings and directive types: transactions, balance, note, etc. to be individual tables with their own dedicated set of columns but I don't think this was

Re: GPT-4 and trimming expenses

On Fri, May 5, 2023 at 8:15 AM fin wrote: > Red S wrote: > ... > > But hooking GPT up to this suddenly means it can send letters of all > sorts > > to anyone in the world. Meaning, it can cause physical actions to be > taken > > in the real world with minimal effort and expertise. One doesn't

Re: GPT-4 and trimming expenses

On Thu, May 4, 2023 at 11:18 PM Red S wrote: > Sending these to this list since I assume a lot of us have made somewhat a > hobby out of personal finance, and you might be interested in knowing the > state of the art in how generative AI is starting to be applied to this > area. > At this stage

Re: Closing multiple accounts in one shot.

Would you like me to submit a pull > request? > > On Sunday, March 12, 2023 at 6:34:47 PM UTC-7 bl...@furius.ca wrote: > > Nice plugin! Should be part of the core. > > > On Sun, Mar 12, 2023 at 4:18 PM Stefano Mihai Canta > wrote: > > Actually, yes. > > >

Re: Declaring dividends

The previous earnings account is just where net income from the time before the start of the reporting period goes, but I think you should be able to add postings to it, there little really that special about it, it's just another account. On Sat, Apr 22, 2023, 18:44 Aragon wrote: > Hello, > >

Re: Mac Shortcut to scrape Fidelity trade history and convert to Beancount

Thanks for sharing David. Added to contribs doc. On Thu, Apr 6, 2023 at 6:09 PM David Avraamides wrote: > For the subset of this group that uses both a Mac and uses Fidelity, I > wrote up a description of how I use a Shortcut to scrape trade history from > Fidelity’s website, run it through a

Re: starting to hit my stride with beancount

You could write a script to regenerate it if you ever miss it ;-) On Tue, Apr 4, 2023 at 8:21 PM fin wrote: > Martin Blais wrote: > > i was getting very tired of my old spreadsheet method > (based upon Multiplan from the mid 80s that was converted > to libreoffice calc years ag

Re: starting to hit my stride with beancount

Glad you could get to a comfortable place! On Tue, Apr 4, 2023 at 8:05 PM fin wrote: > > today was my first regular use of some importers and my > custom importer for TdA and bean-price. :) > > it has been going better and my small bug fixing today > was efficient enough that i was happy.

Re: autobean-format: deep cleanup, recursive formatting, entry sorting, and more

On Tue, Apr 4, 2023 at 6:45 PM Archimedes Smith wrote: > (reposting as the previous reply somehow got deleted) > Somehow you got caught by the spam filter. I whitelisted you. > > Thanks Martin for flagging this. > > I thought I replicated the full v2 syntax except out-of-line tags / links >

Re: ChatGPT & Beancount

FYI for those who might be tempted to feed their entire ledger into the thing, keep in mind the privacy implications of doing this. The queries are very likely logged and even if used indirectly as training data for further updates, might leak your personal info to someone else generating

Re: autobean-format: deep cleanup, recursive formatting, entry sorting, and more

Added to the contrib doc, thank you for this, FYI I gave it a spin and hit this error, probably just needs an adjustment on your parser: lumia [git|main]:~/src/.../SEIAROTg/autobean-format$ autobean-format $L Traceback (most recent call last): File

Re: ChatGPT & Beancount

Mind blown *poofff* On Sat, Apr 1, 2023 at 10:51 AM Reed Law wrote: > I used a command-line tool, aichat , > to pipe transactions to GPT-4 and categorize expenses. I gave it the > following input (generated according to Booking Amazon Purchases >

Re: ChatGPT & Beancount

I haven't tried yet but my hope is that gpt would be great at writing test code. Can you imagine? On Fri, Mar 31, 2023, 01:03 Red S wrote: > Fantastic! Hooray for reducing drudgery! > > It's apparently quite effective at using code from existing github > projects. I love the code explanations

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