On Fri, Aug 25, 2017 at 12:49 PM, Jason Chu <xen...@gmail.com> wrote:
> bean-doctor can give you the same sort of context as what you're seeing in
> the web interface. Both the vim and emacs plugins support looking up a
> transaction's context (I know the vim plugin is <leader>c). From there you
> can just copy and paste the lines.
>
+1
That's what I'd do now.
>
> When getting the context in this way, the lots also contain the
> acquisition date, it looks something like this:
>
> Assets:BrokerageB:NYSE 100 NYSE {10.00 USD, 2017-01-01}
>
> That will totally do exactly what you want. It is unfortunately verbose
> though.
>
A plugin could easily be implement which would interpret a custom directive
type to do this - move everything of one currency from one account to
another. If you have a lot of these, consider writing a plugin and having
terse input syntax.
>
> On Fri, Aug 25, 2017 at 9:20 AM Daniel Clemente <n142...@gmail.com> wrote:
>
>>
>> > 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
>> >
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