Re: Getting started with budgets in ledger and org-mode
On 2014-07-20 03:31, Will Monroe wtmon...@gmail.com writes: Thanks, Erik. I guess the basic concepts of double-entry accounting have not sunk in very deeply yet ; ) I added assets as you suggested and it balanced just fine. Also, I appreciate your advice regarding ledger's built in budgeting features. I too prefer envelope budgeting and would like to implement something like it in my use of org-mode and ledger. I'll try to study your example and see if I can't make it work. I've been using a system very close to the one Erik describes for about six months now, and it works great. My tweaks are mostly on the org side, to get a table summarizing what remains in the envelopes, how much was spent in the current and in the previous month, and average spending. This is described here: http://permalink.gmane.org/gmane.comp.finance.ledger.general/5673 Best, Alan -- OpenPGP Key ID : 040D0A3B4ED2E5C7 pgp_Wv7xK8JNp.pgp Description: PGP signature
Re: Getting started with budgets in ledger and org-mode
Alan, Thanks for sharing this. I ran across your example when I was searching the list but it was a bit beyond me since I hadn't a working version of Erik's example at the time. But yours intrigues me. As I read this, it appears that you keep all your ledger data in a separate file, mescomptes.ledger, is that correct? Am I also correct in thinking that all of the code blocks you shared are run from within the same org file? Will -- --- 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. For more options, visit https://groups.google.com/d/optout.
Re: Multiple file support for ledger mode
On Wed, Jul 16, 2014 at 06:19:34AM -0700, Craig Earls wrote: I would like to see the specific elisp error that reconciliation threw. The reconcile window is populated by output from ledger itself, so the included transactions should be there. Right now I don't track to see what file the transaction came from, so this is probably what threw the error. Ok, I just reproduced the error -- thanks for your patience! The actual error message I got, in the minibuffer, upon hitting C-c C-c in the reconciliation window was Wrong type argument: window-live-p, nil However, I happened to discover that it's actually more complicated than I'd originally thought, as it appears to depend on the width of the Emacs frame in which I'm doing the reconciliations! In particular, I only get the error if the window showing the ledger file is wider than split-width-threshold. In my normal configuration, split-width-threshold is 160, and the frame is 80 characters wide. So, if the frame contains a single window (main.ledger), then when I hit C-c C-r, the frame is split so that the reconciliation buffer is below the window that displays the transaction I'm currently pointing at in the reconciliation buffer. Under this configuration, when I hit C-c C-c, I get the error above. However, when I was reconciling my checking account, I'd resized the Emacs frame halfway through, because the reconciliation buffer assumes a window wider than 80 characters. I don't know the precise width, but I'm pretty sure it was over split-width-threshold. When I finished reconciliation, I had two windows in the frame, one over the other, with the *reconciliation* buffer in the bottom window. Upon hitting C-c C-c in the reconciliation buffer, Emacs then split the upper window horizontally, displaying main.ledger in one window and included-file.ledger in the other -- so there are two windows, side-by-side, in the space previously occupied by the upper window. And I didn't get the error message in this case. (Sorry for such a long-winded explanation, but I couldn't figure out how to make it shorter and still be precise about what I observed.) Brief note: I'm working on MacOS 10.9.4, using emacs 24.3.1, patched with YAMAMOTO Mitsuharu's support for AppKit Unicode rendering. This Emacs binary is a native OSX application, not an X client. I rather doubt that these details are relevant here, but I mention them out of thoroughness. Richard -- --- 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. For more options, visit https://groups.google.com/d/optout.
Re: Multiple file support for ledger mode
Just a thought: Can you maybe do M-x toggle-debug-on-error and show where it originates? On Jul 20, 2014 8:32 PM, Richard Cobbe co...@ccs.neu.edu wrote: On Wed, Jul 16, 2014 at 06:19:34AM -0700, Craig Earls wrote: I would like to see the specific elisp error that reconciliation threw. The reconcile window is populated by output from ledger itself, so the included transactions should be there. Right now I don't track to see what file the transaction came from, so this is probably what threw the error. Ok, I just reproduced the error -- thanks for your patience! The actual error message I got, in the minibuffer, upon hitting C-c C-c in the reconciliation window was Wrong type argument: window-live-p, nil However, I happened to discover that it's actually more complicated than I'd originally thought, as it appears to depend on the width of the Emacs frame in which I'm doing the reconciliations! In particular, I only get the error if the window showing the ledger file is wider than split-width-threshold. In my normal configuration, split-width-threshold is 160, and the frame is 80 characters wide. So, if the frame contains a single window (main.ledger), then when I hit C-c C-r, the frame is split so that the reconciliation buffer is below the window that displays the transaction I'm currently pointing at in the reconciliation buffer. Under this configuration, when I hit C-c C-c, I get the error above. However, when I was reconciling my checking account, I'd resized the Emacs frame halfway through, because the reconciliation buffer assumes a window wider than 80 characters. I don't know the precise width, but I'm pretty sure it was over split-width-threshold. When I finished reconciliation, I had two windows in the frame, one over the other, with the *reconciliation* buffer in the bottom window. Upon hitting C-c C-c in the reconciliation buffer, Emacs then split the upper window horizontally, displaying main.ledger in one window and included-file.ledger in the other -- so there are two windows, side-by-side, in the space previously occupied by the upper window. And I didn't get the error message in this case. (Sorry for such a long-winded explanation, but I couldn't figure out how to make it shorter and still be precise about what I observed.) Brief note: I'm working on MacOS 10.9.4, using emacs 24.3.1, patched with YAMAMOTO Mitsuharu's support for AppKit Unicode rendering. This Emacs binary is a native OSX application, not an X client. I rather doubt that these details are relevant here, but I mention them out of thoroughness. Richard -- --- 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. For more options, visit https://groups.google.com/d/optout. -- --- 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. For more options, visit https://groups.google.com/d/optout.
Re: --getquote option not supported
Thanks, Craig. On Saturday, July 19, 2014 5:56:51 AM UTC-7, Craig Earls wrote: You haven't missed anything. My patch for get quote had to be backed out. I can't quite remember why. I will try to resurrect it. -- --- 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. For more options, visit https://groups.google.com/d/optout.
Tracking contributions to an account
I’ve been thinking about how to track transfers into a certain account, for example, a Health Savings Account or 401k. For example: 2014-06-01 Transfer Assets:Health Savings $500 Assets:Checking 2014-06-10 Doctor Expenses:Health $200 Assets:Health Savings 2014-07-01 Interest Assets:Health Savings $0.25 Income:Interest For tax purposes, I care about the total amount transferred in ($500 in this case). Solution 1: Tags. 2014-06-01 Transfer Assets:Health Savings $500 ; Taxes: HSA Contribution Assets:Checking Now leger bal Assets:Health Savings” and “%Taxes=HSA Contribution” gives me $500. The downside is that tags can be difficult to work with. (For example, can you match a tag value by regex? Not that I can see) Solution 2: extra accounts. I’ve put them under Expenses, because that seems most apt, but still a little weird. 2014-06-01 Transfer Expenses:HSA:Contribution $500 Expenses:HSA:Transfer -$500 Assets:Health Savings $500 Assets:Checking Now leger bal “Expenses:HSA:Contribution gives me $500. The downside is that this is more verbose. You also have a more or less meaningless account in Expenses:HSA:Transfer. You can use automated transactions to clean up data entry, but it still may not be worth it. Also, I’m soured on automatic transactions since rediscovering bug 983 http://bugs.ledger-cli.org/show_bug.cgi?id=983. Does anyone else try to solve this problem? Is there a solution I’m overlooking? Nathan signature.asc Description: Message signed with OpenPGP using GPGMail
Re: Tracking contributions to an account
How about
ledger {reg|bal} assets:health.savings and payee transfer
?
Of course, you need to be consistent about what you're doing in the payee field.
Michael
On 21/07/14 13:19, Nathan Grigg wrote:
I've been thinking about how to track transfers into a certain account, for
example, a Health Savings Account or 401k.
For example:
2014-06-01 Transfer
Assets:Health Savings $500
Assets:Checking
2014-06-10 Doctor
Expenses:Health $200
Assets:Health Savings
2014-07-01 Interest
Assets:Health Savings $0.25
Income:Interest
For tax purposes, I care about the total amount transferred in ($500 in this
case).
Solution 1: Tags.
2014-06-01 Transfer
Assets:Health Savings $500
; Taxes: HSA Contribution
Assets:Checking
Now leger bal Assets:Health Savings and %Taxes=HSA Contribution gives me
$500. The downside is that tags can be difficult to work with. (For example,
can you match a tag value by regex? Not that I can see)
Solution 2: extra accounts. I've put them under Expenses, because that seems
most apt, but still a little weird.
2014-06-01 Transfer
Expenses:HSA:Contribution $500
Expenses:HSA:Transfer -$500
Assets:Health Savings $500
Assets:Checking
Now leger bal Expenses:HSA:Contribution gives me $500. The downside is that
this is more verbose. You also have a more or less meaningless account in
Expenses:HSA:Transfer. You can use automated transactions to clean up data
entry, but it still may not be worth it. Also, I'm soured on automatic
transactions since rediscovering bug 983
http://bugs.ledger-cli.org/show_bug.cgi?id=983.
Does anyone else try to solve this problem? Is there a solution I'm
overlooking?
Nathan
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Re: Tracking contributions to an account
At Sun, 20 Jul 2014 20:19:07 -0700, Nathan Grigg wrote: I’ve been thinking about how to track transfers into a certain account, for example, a Health Savings Account or 401k. […] Hi Nathan, I use “transfer” accounts to keep track of transferring money. [1] Maybe you can try this: 2014-06-01 Transfer Transfer:A:Checking-A:Health Savings Assets:Checking-$500 2014-06-01 Transfer Transfer:A:Checking-A:Health Savings Assets:Health Savings $500 2014-06-10 Doctor Expenses:Health $200 Assets:Health Savings 2014-07-01 Interest Assets:Health Savings $0.25 Income:Interest 2014-08-01 Transfer Transfer:A:Savings-A:Health Savings Assets:Savings -$100 2014-08-01 Transfer Transfer:A:Savings-A:Health Savings Assets:Health Savings $100 This report (if I understand it correctly) will report transfers to the health savings account: $ ledger -f x.lgr -s -r --display account=~/^Assets:Health/ bal ^Transfer $600.00 Assets:Health Savings best, Erik 1. I find transfer accounts useful because my banks tend to report each “side” of a transfer, e.g. when I pay a credit card my bank account has a transaction and my credit card has a transaction. Rather than delete one of these, I keep both with an intermediary transfer account. Additionally, they allow reports like this one with needing a particular payee or metadata. -- Sent from my free software system http://fsf.org/. -- --- 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. For more options, visit https://groups.google.com/d/optout.
Re: Tracking contributions to an account
Michael: this is a clever solution, I had never thought of it.
Mostly because I don't have good filtering capabilities yet.
Nathan: I solved this problem by using a second currency to track the
transfers, with an associated Income, Asset and Expense accounts in that
currency. This requires no special filtering, only a bit of discipline to
replicate existing postings (which can be automated). I'm assuming these
HSA accounts are similar to tracking 401k and IRA contributions, which have
limits and for which you may have to declare an amount for taxes.
I briefly allude to this in this new section of the cookbook I wrote today
(look for US401K):
https://docs.google.com/document/d/1Tss0IEzEyAPuKSGeNsfNgb0BfiW2ZHyP5nCFBW1uWlk/edit#heading=h.pud91h3035s4
I'll be adding a section about 401K's very soon - meant to do it today
actually - which describe this mirrorring solution in more detail, but if
you look on the list you will find some emails where I discuss the
solution, look for IRA or 401K or RSP.
Cheers,
On Sun, Jul 20, 2014 at 11:31 PM, Michael Norrish michael.norr...@gmail.com
wrote:
How about
ledger {reg|bal} assets:health.savings and payee transfer
?
Of course, you need to be consistent about what you're doing in the payee
field.
Michael
On 21/07/14 13:19, Nathan Grigg wrote:
I've been thinking about how to track transfers into a certain account,
for example, a Health Savings Account or 401k.
For example:
2014-06-01 Transfer
Assets:Health Savings $500
Assets:Checking
2014-06-10 Doctor
Expenses:Health $200
Assets:Health Savings
2014-07-01 Interest
Assets:Health Savings $0.25
Income:Interest
For tax purposes, I care about the total amount transferred in ($500 in
this case).
Solution 1: Tags.
2014-06-01 Transfer
Assets:Health Savings $500
; Taxes: HSA Contribution
Assets:Checking
Now leger bal Assets:Health Savings and %Taxes=HSA Contribution
gives me $500. The downside is that tags can be difficult to work with.
(For example, can you match a tag value by regex? Not that I can see)
Solution 2: extra accounts. I've put them under Expenses, because that
seems most apt, but still a little weird.
2014-06-01 Transfer
Expenses:HSA:Contribution $500
Expenses:HSA:Transfer -$500
Assets:Health Savings $500
Assets:Checking
Now leger bal Expenses:HSA:Contribution gives me $500. The downside is
that this is more verbose. You also have a more or less meaningless account
in Expenses:HSA:Transfer. You can use automated transactions to clean up
data entry, but it still may not be worth it. Also, I'm soured on automatic
transactions since rediscovering bug 983
http://bugs.ledger-cli.org/show_bug.cgi?id=983.
Does anyone else try to solve this problem? Is there a solution I'm
overlooking?
Nathan
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Re: Tracking contributions to an account
* Nathan Grigg nat...@nathangrigg.net [2014-07-20 20:19]: Now leger bal Assets:Health Savings” and “%Taxes=HSA Contribution” gives me $500. The downside is that tags can be difficult to work with. (For example, can you match a tag value by regex? Not that I can see) Yes, you can match tags: ledger -f d reg tag(Taxes) =~ /^HSA*/' Does anyone else try to solve this problem? Is there a solution I’m overlooking? If you always transfer from Assets:Checking, you can do: ledger -f d reg 'Assets:Health Savings' and expr 'any(account =~ /Assets:Checking/)' -- Martin Michlmayr http://www.cyrius.com/ -- --- 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. For more options, visit https://groups.google.com/d/optout.
