Re: Monthly balance position

[Jostein Berntsen]

On 11.05.18,10:58, Jostein Berntsen wrote:
> On 25.04.18,13:31, Jostein Berntsen wrote:
> > On 17.04.18,19:30, Richard Lawrence wrote:
> > > John Wiegley  writes:
> > > 
> > > > > > > > > "RL" == Richard Lawrence  writes:
> > > > 
> > > > RL> I don't think so, at least not with regular ledger. I'd be happy to
> > > > be RL> proven wrong, though! I have also wanted this feature.
> > > > 
> > > > You can use:
> > > > 
> > > > ledger --group-by 'format_date(date, "%Y/%m")' bal
> > > 
> > > Ah, that's helpful!  Thanks!
> > > 
> > > -- 
> > > Best,
> > > Richard
> > > 
> > 
> > You also have this as a useful command for weekly overview:
> > 
> > ledger --group-by 'format_date(date, "%Y/%W")' bal expenses
> > 
> > You can refine it more:
> > 
> > ledger bal --group-by 'format_date(date, "%Y-%m")' --depth 2 expenses and 
> > not jobb or tag Regning and not assets
> > 
> > 
> 
> When running these group-by commands for monthly or weekly output these 
> gives output including April and week 18 as the end month/week, but they 
> don't include May and week 19. Is there a way to get these included as 
> well? 
> 

Sorry, I saw that I had an error in my dat file, so these commands are 
working as expected. 


Jostein


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Re: Monthly balance position

[Jostein Berntsen]

On 25.04.18,13:31, Jostein Berntsen wrote:
> On 17.04.18,19:30, Richard Lawrence wrote:
> > John Wiegley  writes:
> > 
> > > > > > > > "RL" == Richard Lawrence  writes:
> > > 
> > > RL> I don't think so, at least not with regular ledger. I'd be happy to
> > > be RL> proven wrong, though! I have also wanted this feature.
> > > 
> > > You can use:
> > > 
> > > ledger --group-by 'format_date(date, "%Y/%m")' bal
> > 
> > Ah, that's helpful!  Thanks!
> > 
> > -- 
> > Best,
> > Richard
> > 
> 
> You also have this as a useful command for weekly overview:
> 
> ledger --group-by 'format_date(date, "%Y/%W")' bal expenses
> 
> You can refine it more:
> 
> ledger bal --group-by 'format_date(date, "%Y-%m")' --depth 2 expenses and not 
> jobb or tag Regning and not assets
> 
> 

When running these group-by commands for monthly or weekly output these 
gives output including April and week 18 as the end month/week, but they 
don't include May and week 19. Is there a way to get these included as 
well? 

Jostein

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Re: Monthly balance position

[Richard Lawrence]

John Wiegley  writes:

"RL" == Richard Lawrence  writes: 


RL> I don't think so, at least not with regular ledger. I'd be 
happy to be RL> proven wrong, though! I have also wanted this 
feature. 

You can use: 

ledger --group-by 'format_date(date, "%Y/%m")' bal 


Ah, that's helpful!  Thanks!

--
Best,
Richard

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Re: Monthly balance position

[Simon Michael]

On 4/12/18 11:51 AM, Klauss Hass wrote:

Thanks for the heads up.

Did a quick test and it seems that it helps a lot. Though hledger commodity directive isn’t 
working very well. My final checking account balance shows 7 decimal cases, similar problem 
as the one found here https://github.com/simonmichael/hledger/issues/295 
 and 
https://github.com/simonmichael/hledger/issues/262 
 I’m using hledger 1.9 from 
homebrew.

Tried using the commodity directive found here 
http://hledger.org/journal.html#commodity-directive 
 by putting the line

commodity R$ 1.000,00

In the beginning of the file that pulls my other ledger files but it didn’t 
seem to work.


Hi Klauss, I'd be interested to investigate that (on hledger list or IRC 
channel).



I’ll keep trying though I’ve never given hledger much thought, though it feels 
much slower than ledger.


It is, on large files - about 10x slower last I checked. If you keep 
many years in a single file this will be quite noticeable.



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Re: Monthly balance position

[John Wiegley]

> "RL" == Richard Lawrence  writes:

RL> I don't think so, at least not with regular ledger. I'd be happy to be
RL> proven wrong, though! I have also wanted this feature.

You can use:

ledger --group-by 'format_date(date, "%Y/%m")' bal

John

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Re: Monthly balance position

[Klauss Hass]

Thanks for the heads up.

Did a quick test and it seems that it helps a lot. Though hledger commodity 
directive isn’t working very well. My final checking account balance shows 7 
decimal cases, similar problem as the one found here 
https://github.com/simonmichael/hledger/issues/295 
 and 
https://github.com/simonmichael/hledger/issues/262 
 I’m using hledger 1.9 from 
homebrew.

Tried using the commodity directive found here 
http://hledger.org/journal.html#commodity-directive 
 by putting the line 

commodity R$ 1.000,00

In the beginning of the file that pulls my other ledger files but it didn’t 
seem to work. I’ll keep trying though I’ve never given hledger much thought, 
though it feels much slower than ledger.


> On 12 Apr 2018, at 15:01, Richard Lawrence  wrote:
> 
> Hi Klauss,
> Klauss Hass  writes:
> 
>> Is there any way to use the argument —monthly or --weekly for bal 
>> transactions?  I value my assets weekly and it would be useful to see the 
>> month ending value variation of my assets:investments accounts along with 
>> the -V argument.
> 
> I don't think so, at least not with regular ledger.  I'd be happy to be 
> proven wrong, though! I have also wanted this feature.
> 
> hledger (hledger.org), however, does allow --monthly (and similar flags) with 
> the balance command.  You might want to check that out.
> 
> -- 
> Best,
> Richard

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Re: Monthly balance position

[Richard Lawrence]

Hi Klauss,

Klauss Hass  writes:

Is there any way to use the argument —monthly or --weekly for 
bal transactions?  I value my assets weekly and it would be 
useful to see the month ending value variation of my 
assets:investments accounts along with the -V argument.


I don't think so, at least not with regular ledger.  I'd be happy 
to be proven wrong, though! I have also wanted this feature.


hledger (hledger.org), however, does allow --monthly (and similar 
flags) with the balance command.  You might want to check that 
out.


--
Best,
Richard

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Monthly balance position

[Klauss Hass]

Is there any way to use the argument —monthly or --weekly for bal transactions?
I value my assets weekly and it would be useful to see the month ending value 
variation of my assets:investments accounts along with the -V argument.

Now I have to manually collect the position using the argument -e “date”, save 
it on Excel and analyze in order to analyze them and there is probably a better 
way to do it.

Thanks

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