Re: formatting in ledger, trying to get display_total in a straight line.

2020-07-20 Thread James
Yes. Absolutely,
The desired output is like in the Ledger manual example:-

https://imgur.com/a/hhJjDrd

When I try doing this on my machine the display totals(and percent values) 
are messy. They are not straight but rather squiggly. I think it has to do 
something with the formatting commands. 

Current Output :

 Food 10.00 USD
  Water 5.00 USD
  Egg 2.00 USD
  Cheese 3.00 USD



Desired Output : 

 Food   10.00 USD
  Water  5.00 USD
  Egg  2.00 USD
  Cheese   3.00 USD






On Tuesday, July 21, 2020 at 1:25:50 AM UTC+7 Sam Tetruashvili wrote:

> Can you provide an example of your desired output?
>
> On Mon, Jul 20, 2020 at 2:00 PM James  wrote:
>
>> Hi,
>>
>> I am struggling with ledger formatting. I am trying to get the total 
>> amount in a straight line. 
>>
>> --format "\ %((depth_spacer)+(partial_account))\  %(display_total)\n%/"
>>
>>
>> I am not very good with the formatting and would appreciate if someone 
>> could help with the above so that the display_total is indented (and in a 
>> straight line).
>>
>> Thanks !
>>
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>>
>

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formatting in ledger, trying to get display_total in a straight line.

2020-07-20 Thread James
Hi,

I am struggling with ledger formatting. I am trying to get the total amount 
in a straight line. 

--format "\ %((depth_spacer)+(partial_account))\  %(display_total)\n%/"


I am not very good with the formatting and would appreciate if someone 
could help with the above so that the display_total is indented (and in a 
straight line).

Thanks !

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How many Windows Users here?

2018-07-05 Thread James

Hi,

This is  question that comes out of curiosity. How many Windows users are 
there that are using Ledger on their machine and whats their set-up? 

- 1 . Which version Windows? 
- 2.  Using Emacs as their editor?
- 3. GPG support good? 


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Re: Forcing output of timekeeping in one unit with --amount-data or --total-data

2018-01-24 Thread James A. Robinson
Thank you!  I think --base would certainly work for the OP, who wanted
something consistent to graph.
Looking again at the manual page I had failed to see that there is

--time-colon -  Display the value for commodities based on seconds as hours
and minutes.  Thus 8100s will be displayed as 2:15h instead of 2.25h.

which is basically what I was after.

Jim

On Wed, Jan 24, 2018 at 4:16 PM Clément Pit-Claudel 
wrote:

> On 2018-01-24 18:37, Jim Robinson wrote:
> > I'm very interested in the answer to this, I was just poking around in
> the documentation trying to see if this was addressed an unable to spot it
> on my first pass.
> >
> > I was looking to see if I could either always produce minutes, or
> produce " h  m" instead of fractional hours.
>
> Did you try --base?
>
> - Added --base reporting option, for reporting convertible commodities
>   in their most basic form.  For example, if you read a timeclock file
>   with Ledger, the time values are reported as hour and minutes --
>   whichever is the most compact form.  But with --base, Ledger reports
>   only in seconds.
>
> ---
> 2017/01/01 * Client 1
> A  5m
> B  7m
> C
>
> 2017/01/02 * Client 2
> A  5h
> B  5h
> C
> ---
>
> $ ledger -f test.ledger --daily --base reg
>
> 2017-01-01 - 2017-01-01 A  300s
>  300s
> B  420s
>  720s
> C -720s
> 0
> 2017-01-02 - 2017-01-02 A18000s
>  18000s
> B18000s
>  36000s
> C   -36000s
> 0
>
> $ ledger -f test.ledger --daily --amount-data --base reg
>
> 2017-01-01 300
> 2017-01-01 420
> 2017-01-01 -720
> 2017-01-02 18000
> 2017-01-02 18000
> 2017-01-02 -36000
>
> Clément.
>

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Trying to Visualize Data

2017-06-21 Thread James
Hi,
What are some good ways to visualize ledger data? 
i recognize there is ledger-web on :-

https://github.com/slashdotdash/node-ledger-web

I have tried using ledger-web but I get a blank screen on the Express 
Server even though Ledger is in my binary.

Any other solutions available or what am I doing wrong ? 


Thanks 

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Re: Trying to get Ledger to not Collapse for Single sub totals

2017-05-28 Thread James
Also does Ledger do a T based accounting report ?

On Sunday, May 28, 2017 at 12:14:15 AM UTC+8, James wrote:
>
> Hi,
> How do I get ledger to not collapse at single subtotal headings?
> Appreciate if someone could help with this. 
>
> Thanks
>
>

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Re: Trying to get Ledger to not Collapse for Single sub totals

2017-05-28 Thread James
Hi,
So for example I run the bal command 
I get Expenses:Food in my report because there is no hierarchal branches. 
Is there a way to make ledger make a branch even tho its only 1 
item/category?
Like the below:-

Expenses 
 Food

I hope I am making sense here.





On Sunday, May 28, 2017 at 12:14:15 AM UTC+8, James wrote:
>
> Hi,
> How do I get ledger to not collapse at single subtotal headings?
> Appreciate if someone could help with this. 
>
> Thanks
>
>

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Trying to get Ledger to not Collapse for Single sub totals

2017-05-27 Thread James
Hi,
How do I get ledger to not collapse at single subtotal headings?
Appreciate if someone could help with this. 

Thanks

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Re: Currency Change [Closed]

2017-05-26 Thread James
Once again sorry here..  I read some older forum and its D CAD 1,000.00 for 
currency specificity.

My apologies. 

On Friday, May 26, 2017 at 10:52:52 PM UTC+8, James wrote:
>
> Hi,
> I have added the following on the top of my ledger file 
>
> = P 2017/05/26 USD 1.35 CAD
>
> I assume the above should enable me to use -X CAD and get a report in CAD 
> but it doesn't .
>
> Any suggestions?
>
>
>

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Re: Currency Change

2017-05-26 Thread James
Sorry, my bad. It works

I am only having problem with the formatting where number and the currency  
ie = CAD68.00 
I also have currency formatting set as :-

= CAD 1,000.00

Appreciate if someone could help here .


On Friday, May 26, 2017 at 10:52:52 PM UTC+8, James wrote:
>
> Hi,
> I have added the following on the top of my ledger file 
>
> = P 2017/05/26 USD 1.35 CAD
>
> I assume the above should enable me to use -X CAD and get a report in CAD 
> but it doesn't .
>
> Any suggestions?
>
>
>

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Currency Change

2017-05-26 Thread James
Hi,
I have added the following on the top of my ledger file 

= P 2017/05/26 USD 1.35 CAD

I assume the above should enable me to use -X CAD and get a report in CAD 
but it doesn't .

Any suggestions?


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Re: Automated Transactions Identifier Error

2017-05-12 Thread James

Or would be some good ways to track interests (which are periodical and 
irregular amounts(ie. percentages) ?




On Friday, May 12, 2017 at 10:20:25 PM UTC+7, James wrote:
>
>
> Hi,
> I can't get the automated transaction below to work.
> Appreciate if someone could help with this. 
>
>
>
> While parsing file "/home/system/LedgerTest/interest_test.ledger", line 2:
> While evaluating value expression:
> (account("Liabilities") * 0.05)
> ^^
> While calling function 'account Liabilities':
> While parsing posting:
> Payable:MyCreditSupplier (account("Liabilities") * 0.05)
> ^^^
> Error: Could not find an account matching 'Liabilities'
>
>
>
> My ledger file is as follows:- 
>
> ~ monthly
>  Payable:MyCreditSupplier (account("Liabilities") * 0.05)
>  Accounts:checking
>
> 2017/01/01 Credit Goods
>  Liabilities:VendorPayable:AcmeCo US$ 5,000.00
>  Liabilities:VendorPayable:XZYCo US$ 3,000.00
>  Liabilities:VendorPayable:Untitled US$ 2,000.00
>  Assets:Inventory:Goods 
>
>
>
>
>
>
>
>
>
>

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Re: Automated Transactions Identifier Error

2017-05-12 Thread James
Hi John,
Noted. I assume this has something to do with one of the cardinal rules of 
Ledger which is it does not edit or change anything in the .ledger file. 
I am considering a cron job for this. Any other suggestions?
Thanks


On Friday, May 12, 2017 at 10:20:25 PM UTC+7, James wrote:
>
>
> Hi,
> I can't get the automated transaction below to work.
> Appreciate if someone could help with this. 
>
>
>
> While parsing file "/home/system/LedgerTest/interest_test.ledger", line 2:
> While evaluating value expression:
> (account("Liabilities") * 0.05)
> ^^
> While calling function 'account Liabilities':
> While parsing posting:
> Payable:MyCreditSupplier (account("Liabilities") * 0.05)
> ^^^
> Error: Could not find an account matching 'Liabilities'
>
>
>
> My ledger file is as follows:- 
>
> ~ monthly
>  Payable:MyCreditSupplier (account("Liabilities") * 0.05)
>  Accounts:checking
>
> 2017/01/01 Credit Goods
>  Liabilities:VendorPayable:AcmeCo US$ 5,000.00
>  Liabilities:VendorPayable:XZYCo US$ 3,000.00
>  Liabilities:VendorPayable:Untitled US$ 2,000.00
>  Assets:Inventory:Goods 
>
>
>
>
>
>
>
>
>
>

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Automated Transactions Identifier Error

2017-05-12 Thread James

Hi,
I can't get the automated transaction below to work.
Appreciate if someone could help with this. 



While parsing file "/home/system/LedgerTest/interest_test.ledger", line 2:
While evaluating value expression:
(account("Liabilities") * 0.05)
^^
While calling function 'account Liabilities':
While parsing posting:
Payable:MyCreditSupplier (account("Liabilities") * 0.05)
^^^
Error: Could not find an account matching 'Liabilities'



My ledger file is as follows:- 

~ monthly
 Payable:MyCreditSupplier (account("Liabilities") * 0.05)
 Accounts:checking

2017/01/01 Credit Goods
 Liabilities:VendorPayable:AcmeCo US$ 5,000.00
 Liabilities:VendorPayable:XZYCo US$ 3,000.00
 Liabilities:VendorPayable:Untitled US$ 2,000.00
 Assets:Inventory:Goods 









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Re: ledger-mode color customization

2017-05-12 Thread James
Thanks. I  got it working now .


On Friday, May 12, 2017 at 7:43:35 PM UTC+7, Craig Earls wrote:
>
> There is a much easier way.  Under the ledger menu in emacs is "Customize 
> Ledger Mode" click on that then click on "Ledger Faces" then you can 
> customize away without altering source code that will get stomped on when 
> we release updates.  "Faces" are what emacs calls "fonts".
>
> On Thu, May 11, 2017 at 11:54 PM, Eric S Fraga <e.f...@ucl.ac.uk 
> > wrote:
>
>> On Thursday, 11 May 2017 at 22:13, James wrote:
>> > hi,
>> > I was wondering if it is possible to change the ledger-mode entries
>> > (at the
>> > moment its red and blue) on my emacs.
>> > And which file would I have to edit to change colors.
>> > Thanks
>>
>> The easiest way, in my opinion, is:
>>
>> 1. put cursor on some text whose properties you wish to change.
>> 2. type C-u C-x = which will display the properties of the text
>> 3. find out from properties which face you need to customise
>> 4. type M-x customize-face RET the.face.name.from.above RET
>> 5. change and save changes
>>
>>
>> --
>> Eric S Fraga (GnuPG: 0xC89193D8FFFCF67D)
>>
>> --
>>
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>>
>
>
>
> -- 
> Craig, Corona De Tucson, AZ
> [image: missile_flyout]
> enderw88.wordpress.com
>

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ledger-mode color customization

2017-05-11 Thread James
hi,
I was wondering if it is possible to change the ledger-mode entries (at the 
moment its red and blue) on my emacs. 
And which file would I have to edit to change colors.
Thanks

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Colleagues want me to use GnuCash at Work

2017-04-11 Thread James
Hi,
So my colleagues at work feel that I should use GNUCash for accounting 
purpose at work.I have tried using GNUCash but its rather very 
clunky(especially after using Ledger).
At my work place we process on average 100 transactions a day and our 
ledger can grow quite quickly.  My colleagues argue that GNUCash will be 
easier manage and keep things organized as opposed to Ledger. 

I think ledger with orgmode is quite organized. Furthermore the idea of 
having the entire company account in a single text file is very 
intimidating to them so please share your views.

 Appreciate if someone could share their view on this. 

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Re: Ledger for Personal usage vs Small Business usage

2017-03-05 Thread James
Dee/Ajoelbin, no not all. I actually value your input (as well as every one 
else).

I just actually learned about Org-Mode and I think I would use it as my 
invoice/account statement purpose(using tables and such)
Its sad that OrgMode doesn't get much recognition for what it is. 

That being said I am going to learn more about Org Mode and hopefully that 
will be a valuable tool in keeping things more organized.








On Sunday, March 5, 2017 at 9:54:04 AM UTC+8, Marcos wrote:
>
> Hi,
> I have been using ledger for a while. I find it very useful personal usage 
> and tracking my personal expenses however using it for a Small Business 
> seems a bit daunting and/or scary.
> The idea of having all customer data on a text file as opposed to some 
> secure database does make it seem less suitable for Small Business(in my 
> opinion).
>
> On the other hand, the easy and agnostic input of data makes it a valuable 
> for rapid entries(at the same time not having proper accounting structure 
> across all files runs the risk of having strange ledger outputs). 
>
> I would like to hear what others here feel about this. 
>
> Thanks
>
>
>
>

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Re: How many Emacs, Vim, Sublime, Atom.io users here?

2017-02-21 Thread James
A quick Summary of the poll:-


Poll Size =  10 Users 


Emacs = 70%
Vim  = 20%
Atom = 10% 

I guess Emacs is the go-to  Editor for rapid efficient painless entries.

Anything else is slow and cumbersome(I have tried Atom and felt it was 
bloated, Vim seemed better but autocomplete needs to be tweaked)

 




On Wednesday, February 22, 2017 at 2:00:21 AM UTC+7, James wrote:
>
> Hi, 
> I just want to conduct a quick survey here. Could everyone here advise 
> which is their preferred text editor for ledger input?
>
>  I am currently Vim and am having a hard time making rapid entries 
> (because auto completion only occurs on an individual sub-account level 
> which takes a very long time.)
>
> Maybe Vim might not be that great for this Emacs might make more sense for 
> this. Please help share your view here.
>
> Thanks
>
>
>  
>

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Omni Completion with vim-Ledger seems to be hanging without any results

2017-02-21 Thread James
Hi,

Omni completion in vim-ledger seems to be searching for a very long time 
without finding any patterns.

Any one have this problem and whats the work around this?

Appreciate if someone could share some light on this.

Thanks

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How should dividend transactions be formatted?

2016-10-11 Thread James Blachly
Background: When using ledger-autosync with OFX files from Fidelity, 
non-reinvested dividend transactions are not formatted correctly:
https://github.com/egh/ledger-autosync/issues/7

I have fixed this (see link) so that they are displayed as follows:

2016/09/30 DIVIDEND RECEIVED
; ofxid: redacted 
; dividend_from: IBM 
Assets:Fido$3.87 
Income:Dividends  -$3.87



Note that I have included the security symbol or CUSIP in a metadata field.


The ledger manual does not indicate whether or not I can filter on a 
metadata field, so *I would like to hear the group's opinion on whether I 
should change the Payee/Note/Memo line to also include the security whence 
the dividend is generated.* For example:


2016/09/30 DIVIDEND RECEIVED FROM IBM

; ofxid: redacted

; dividend_from: IBM

Assets:Fido$3.87

Income:Dividends  -$3.87

 


This way a report could in theory be compiled listing only dividends from 
particular security/ies.

However, if metadata is good enough and entries can easily be filtered then 
this may be sufficient.

Overall I am so new at ledger ( < 1 mo. ) that I am not sure whether a more 
descriptive / specific payee / memo line is more helpful or more a 
hindrance.


In any case, I would be very appreciative for anyone who would please weigh 
in so I can finalize and issue a pull request to the ledger-autosync 
project.


Thanks in advance!

James


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Re: Budgeting bug (account hierarchies and matching)

2016-10-02 Thread James Blachly
Thanks to both of you for your input, and to Lifepillar for introducing me to 
the “budget” command. I had previously not used it because I had ledger aliased 
to 'ledger -E -V’ ; interestingly running the budget subcommand with those 
options in combination (but neither singly) will crash the program.

> On Oct 2, 2016, at 3:33 PM, Lifepillar  wrote:
> 
> On 2016-10-02 17:35:07 +, John Wiegley said:
> 
>>> "L" == Lifepillar   writes:
>> L> Re (1), I believe that it is a good idea not to have nested accounts in 
>> the
>> L> budget, the way you have. In other words, I think that reports would make
>> L> more sense if you used:
>> Although, there's a useful meaning here.  Say my budget were:
>>~ Monthly
>> Expenses:Food   $50.00
>> Expenses:Food:Dining$20.00
>> Assets
>> This says that I want to spend no more than $50 on food in a given month; and
>> that further, of that $50, I'd like no more than $20 to be spent on dining.
> 
> Sure, but that does not seem well supported by Ledger, e.g., `ledger budget` 
> outputs:
> 
>  0   $70.00   $70.00 0  
> Expenses:Food
>  0   $20.00   $20.00 0Dining
>      -
>  0   $70.00   $70.00 0
> Actual BudgetedRemaining  Used
> 
> Ditto for --budget. At least, you should do this instead:
> 
>>~ Monthly
>> Expenses:Food:Dining$20.00
>> Expenses:Food   $30.00
>> Assets
> 
> Say you spend $40 on food and $10 on dining out, then you'll get:
> 
> $50.00   $50.000  100%  
> Expenses:Food
> $10.00   $20.00   $10.00   50%Dining
>      -
> $50.00   $50.000  100%
> Actual BudgetedRemaining  Used
> 
> 
> which is a fine report. The problem is that the budget seems inconsistent with
> the report. IMHO, avoiding subaccounts is a good compromise, e.g.,
> 
> ~ Monthly
> Expenses:Food:Other $30.00
> Expenses:Food:Dining$20.00
> Assets
> 
> 2016/10/02 * Other
> Expenses:Food:Other   $40.00
> Expenses:Food:Dining  $10.00
> Assets
> 
> ledger budget exp
> 
> $50.00   $50.000  100%  
> Expenses:Food
> $10.00   $20.00   $10.00   50%Dining
> $40.00   $30.00  $-10.00  133%Other
>      -
> $50.00   $50.000  100%
> Actual BudgetedRemaining  Used
> 
> I still see that I am within budget overall. Besides, the report looks in 
> accordance
> with the way the budget is defined. It does give the impression that I've 
> overspent
> in a category, though.
> 
> In this example, one may prefer the former method, but in a more complex 
> budget
> it may get confusing, I believe.
> 
> Life
> 
> 
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Re: Budgeting bug (account hierarchies and matching)

2016-10-02 Thread James Blachly
Dear John et al,

The workaround (re-ordering the periodic transactions as described in #415) 
fixes the assignment issue for both the minimal example I posted as well as my 
production data.

Do others use the ~ Periodic + —budget mode, or am I in a very small minority?

Kind regards
James


> On Oct 2, 2016, at 1:52 AM, John Wiegley <jo...@newartisans.com> wrote:
> 
>>>>>> "JB" == James Blachly <james.blac...@gmail.com> writes:
> 
> JB> If anyone can weigh in on whether this behavior is likely to change (bug
> JB> reported by John in 2010...), I can decide how best to structure all my
> JB> accounts (as I am a new user, I am still trying to find the best system of
> JB> accounts / hierarchies). At a minimum, it would be nice if this key fact
> JB> is mentioned in documentation (section 9.1).
> 
> JB> Lastly, if this has gotten no attention because literally no one actually
> JB> uses the periodic transactions + --budget, and instead uses something else
> JB> like virtual accounts, or automatic postings to envelope-type accounts,
> JB> please let me know!
> 
> I haven't heard anyone else complain about it yet, although it's certainly a
> bug.  Does the workaround described in #415 work for you?
> 
> -- 
> John Wiegley  GPG fingerprint = 4710 CF98 AF9B 327B B80F
> http://newartisans.com  60E1 46C4 BD1A 7AC1 4BA2
> 
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Re: Budgeting bug (account hierarchies and matching)

2016-10-01 Thread James Blachly
Well, I apologize that I may have posted too soon.

After more digging, I found Bug 415: 
http://bugs.ledger-cli.org/show_bug.cgi?id=415

This appears to be the same thing.

If anyone can weigh in on whether this behavior is likely to change (bug 
reported by John in 2010...), I can decide how best to structure all my 
accounts (as I am a new user, I am still trying to find the best system of 
accounts / hierarchies). At a minimum, it would be nice if this key fact is 
mentioned in documentation (section 9.1).

Lastly, if this has gotten no attention because literally no one actually 
uses the periodic transactions + --budget, and instead uses something else 
like virtual accounts, or automatic postings to envelope-type accounts, 
please let me know!

Thanks again.

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Budgeting bug (account hierarchies and matching)

2016-10-01 Thread James Blachly
Hello,

I am a brand new user with less than a month of transactions entered so 
far, but I am sold on plain text accounting. Wish I had discovered this 
years ago!

Anyway, while setting up budgets, I ran into the following problem, which 
is best summarized as *"IFF balancing against a budget, expenses are 
counted against the highest-in-hierarchy matching account, rather than the 
most specific account." *Here is a minimal reproducible example:

~ Monthly
 Expenses:Auto $100.00
 Expenses:Auto:Gas $50.00
 Assets


2016/10/01 * Gulf
 Expenses:Auto:Gas $40.00
 Assets


Now, when I run a register it looks correct:

$ ledger -E -f example_budgetbug.txt reg exp
16-Oct-01 Gulf  Expenses:Auto:Gas   
  $40.00   $40.00



*However, if I run this in --budget balance mode it does not:*

$ ledger -E -f example_budgetbug.txt --budget reg exp
16-Oct-01 Budget transactionExpenses:Auto   
$-100.00 $-100.00
16-Oct-01 Budget transactionExpenses:Auto:Gas   
 $-50.00 $-150.00
16-Oct-01 Gulf  Expenses:Auto   
  $40.00 $-110.00



*Note that it matched the transaction to Expenses:Auto instead of 
Expenses:Auto:Gas as in the previous example.*
This is of course problematic because now I cannot track a subcategory (in 
this case, gas) separately from miscellaneous category expenses.
To be more concrete, if I wanted to track how I am doing on gas expenses, I 
cannot:

$ ledger -E -f example_budgetbug.txt reg expenses:auto:gas
16-Oct-01 Gulf  Expenses:Auto:Gas   
  $40.00   $40.00
$ ledger -E -f example_budgetbug.txt --budget reg expenses:auto:gas
16-Oct-01 Budget transactionExpenses:Auto:Gas   
 $-50.00  $-50.00



Finally, eliminating the broad category does eliminate the wrong behavior 
as you would predict:
(in the following example I changed the broad category to 
Expenses:Auto:Repair)

$ cat example_budgetbug.txt

~ Monthly
 Expenses:Auto:Repair $100.00
 Expenses:Auto:Gas $50.00
 Assets


2016/10/01 * Gulf
 Expenses:Auto:Gas $40.00
 Assets


$ ledger -E -f example_budgetbug.txt reg expenses:auto:gas
16-Oct-01 Gulf  Expenses:Auto:Gas   
  $40.00   $40.00
$ ledger -E -f example_budgetbug.txt --budget reg expenses:auto:gas
16-Oct-01 Budget transactionExpenses:Auto:Gas   
 $-50.00  $-50.00
16-Oct-01 Gulf  Expenses:Auto:Gas   
  $40.00  $-10.00





I am running Ledger 3.1.1-20160111 from Homebrew, and I apologize if this 
represents a bug that was already fixed. I looked in the bug tracker but 
did not see it. Thank you all in advance for your help.

James 

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Number formatting (Atom.io)

2016-07-18 Thread James

I am looking for a package/feature that would automatically correct numbers 
with correct comma/decimal points while inputting numbers. 
Has anyone created one or could someone advise me on how I could achieve 
this? 

 
For example input of 1200 would automatically on the fly insert the 
comma+decimal and format it to 1,200.00 . 

I think the above is a useful feature. Please suggest your view.


Thanks



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Ledger Tree not Visible

2016-06-12 Thread James
Hi,
i am new to ledger. When I run the balance command I get a collapsed 
version with :-

Assets
Equity
Liabilities

How do I correct this? My file is called filename.ledger.
Could someone advise how to get a tree?

I am running on Atom.io with Ledger mode. Is it possible to have 
auto-complete for number formatting?


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Re: Automated Txns for Taxes Owed on stocks?

2014-07-03 Thread James A. Robinson
On Thu, Jul 3, 2014 at 9:04 AM, James A. Robinson j...@highwire.org wrote:
 Which brings up another question: for a Roth IRA, one is able to obtain a
 tax-free distribution up to the amount of its contributions way before
 retirement (http://en.wikipedia.org/wiki/Roth_IRA#Advantages: Direct
 contributions to a Roth IRA (principal) may be withdrawn tax and penalty
 free at any time). This means that during the life of this Roth IRA
 account, you have to keep track of the total amount of (contributions -
 distributions taken).

So the full quote from the snippet you got from Wikipedia is:

Direct contributions to a Roth IRA (principal) may be withdrawn
tax and penalty free at any time.[1] Earnings may be withdrawn
tax and penalty free after 5 years if the condition of age 59½ (or
other qualifying condition) is also met. Rollover, converted (before
age 59½) contributions held in a Roth IRA may be withdrawn tax
and penalty free after 5 years. Distributions from a Roth IRA do
not increase Adjusted Gross Income. This differs from a traditional
   IRA where all withdrawals are taxed as Ordinary Income, and a penalty
applies for withdrawals before age 59½

So that first sentence is simply discussing the difference between
a Roth IRA and a Traditional IRA when it comes to *early* withdrawal
of funds.

With the Roth, you're allowed to pull those principal contributions,
whereas with the Traditional IRA it's more restrictive, it's only
allowed for some very specific purposes (death, disability, medical
bills, and so forth).

Jim

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Re: Automated Txns for Taxes Owed on stocks?

2014-07-03 Thread James A. Robinson
Got it, thanks for the explanation.

Jim

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Unable to build

2014-04-21 Thread James Clemence
On Ubuntu 14.04 x86_64, the build is failing. I've got the following 
dependencies installed:

libboost1.55-dev libboost-regex1.55-dev libboost-date-time1.55-dev 
libboost-filesystem1.55-dev build-essential cmake texinfo python-dev 
zlib1g-dev libbz2-dev libgmp3-dev bjam gettext cvs libmpfr-dev

However, build fails with the following issue:

[  3%] Building CXX object src/CMakeFiles/libledger.dir/stats.cc.o
/home/jvc26/ledger/src/stats.cc:32:21: warning: 
/home/jvc26/ledger/system.hh.gch: not used because `__GNUC_GNU_INLINE__' 
not defined [-Winvalid-pch]
 #include system.hh
 ^
In file included from /home/jvc26/ledger/src/exprbase.h:57:0,
 from /home/jvc26/ledger/src/draft.h:45,
 from /home/jvc26/ledger/src/stats.cc:34:
/home/jvc26/ledger/src/utils.h:488:12: error: ‘std::unique_ptr’ has not 
been declared
 using std::unique_ptr;
^
In file included from /home/jvc26/ledger/src/report.h:52:0,
 from /home/jvc26/ledger/src/stats.cc:38:
/home/jvc26/ledger/src/session.h:62:3: error: ‘unique_ptr’ does not name a 
type
   unique_ptrjournal_t journal;
   ^
/home/jvc26/ledger/src/stats.cc: In function ‘ledger::value_t 
ledger::report_statistics(ledger::call_scope_t)’:
/home/jvc26/ledger/src/stats.cc:49:31: error: ‘class ledger::session_t’ has 
no member named ‘journal’
 statistics(report.session.journal-master-family_details(true));
   ^
make[2]: *** [src/CMakeFiles/libledger.dir/stats.cc.o] Error 1
make[1]: *** [src/CMakeFiles/libledger.dir/all] Error 2
make: *** [all] Error 2
acprep: ERROR: Execution failed: make

Any pointers? Thanks!

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