> However, if you have lots of lots having to list them all (twice!) is a bit 
> painful. Is there a shorter syntax that I haven't found?
> 
> The scenario is: imagine after doing years of monthly purchases you switch to 
> a new brokerage. You might have 100+ lots. Ideally you
> just want to type something like

When I need to move all lots, I write the transaction without the lots (so it 
doesn't balance), then in the web interface beancount shows me the error, and 
in some place it says the lots before the transaction, with all correct 
numbers, costs, dates, etc. Then I copy that text and paste it in my 
transaction, because it happens to use the same syntax. Then you need to do 
some editor macro to change signs. It's still a lot of lines but it's fast to 
do.

I prefer writing all numbers explicitly, it's stricter. But there could be a 
plugin to rename an account, or to move „everything“ from one to account to the 
other. Mmmm… maybe „pad“ can do this?


El Fri, 25 Aug 2017 08:11:34 -0700 (PDT) Justus Pendleton va escriure:
> 
> [1  <multipart/alternative (7bit)>]
> [1.1  <text/plain; UTF-8 (7bit)>]
> [1.2  <text/html; UTF-8 (quoted-printable)>]
> In a post from last year[1] there is an example of how to record an in-kind 
> transfer which seems straightforward enough.
> 
> 2016-02-01 * "In-kind Transfer"
>      Assets:BrokerageA:NYSE     -100 NYSE {10.00 USD}
>      Assets:BrokerageA:NYSE     -100 NYSE {11.00 USD}
>      Assets:BrokerageB:NYSE     100 NYSE {10.00 USD}
>      Assets:BrokerageB:NYSE     100 NYSE {11.00 USD}
> 
> However, if you have lots of lots having to list them all (twice!) is a bit 
> painful. Is there a shorter syntax that I haven't found?
> 
> The scenario is: imagine after doing years of monthly purchases you switch to 
> a new brokerage. You might have 100+ lots. Ideally you
> just want to type something like
> 
> A related question: the date associated with each lot at BrokerageB is now 
> the date of the transaction for the in-kind transfer.
> That's not strictly true under in-kind asset transfers (i.e. when calculating 
> short vs long term capital gains); the date of the
> original transaction gets carried across to the new brokerage. Is there a way 
> to maintain the date for each lot?
> 
> Cheers,
> Justus
> 
> [1]: 
> https://groups.google.com/forum/#!searchin/beancount/transfer|sort:relevance/beancount/Vh6ogvMTOHQ/MDO32hPuFgAJ
> 
> --
> You received this message because you are subscribed to the Google Groups 
> "Beancount" group.
> To unsubscribe from this group and stop receiving emails from it, send an 
> email to beancount+unsubscr...@googlegroups.com.
> To post to this group, send email to beancount@googlegroups.com.
> To view this discussion on the web visit 
> https://groups.google.com/d/msgid/beancount/33c9ddfa-e7af-4073-9ab4-f6b2695047ce%40googlegroups.com.
> For more options, visit https://groups.google.com/d/optout.
> 
> 

-- 
You received this message because you are subscribed to the Google Groups 
"Beancount" group.
To unsubscribe from this group and stop receiving emails from it, send an email 
to beancount+unsubscr...@googlegroups.com.
To post to this group, send email to beancount@googlegroups.com.
To view this discussion on the web visit 
https://groups.google.com/d/msgid/beancount/87y3q7k4a8.wl-n142857%40gmail.com.
For more options, visit https://groups.google.com/d/optout.

Reply via email to