Sweet, thanks! - For my holding, I need to generate tax reports and income and >> balancesheets at the end of the year. The latter ones are present, but a >> bit bare (no dates on the page, no formatting for example). > > Do you mean a list of trades? Trades (i.e., "reductions and their > corresponding augmentations") are available as metadata. I'm not sure if I > ever bothered creating a report for them, but they're available from the > stream of transactions, it should be easy to write a script to list them > out in your favorite format. >
No, I meant the amount of tax I have posted to an account in a certain period. But I saw you also added a QUARTER function, which helps a lot with that! On Monday, 30 April 2018 05:42:25 UTC+2, Martin Blais wrote: > > hg update, I've added a couple of things: > - A POSSIGN() function, which can be used to straighten the sign based on > the account associated with an amount. You can use it like this: > > bean-query $L "select account, sum(possign(position, account)) where > account ~ 'Liabilities:' group by 1" > > - A NEG() function, which can be used to negate the value of an Amount, > Position or Inventory. > > This works as a temporary fix, but it isn't great. There isn't real > arithmetic on all field types. (The SQL shell was developed in a weekend a > long time ago and has become a bit of a dumping ground for ideas and has > overserved its time. It needs a complete rewrite from scratch, for many > reasons. I want to do that eventually, but before then, merge all the > pending pull requests and fix some of the more important bugs.) In any > case, I hope this helps, > > > > > On Sun, Apr 29, 2018 at 7:38 PM, Martin Blais <bl...@furius.ca > <javascript:>> wrote: > >> On Sun, Apr 29, 2018 at 6:10 AM, <tin...@gmail.com <javascript:>> wrote: >> >>> I have a couple use cases for "reports", that I haven't found an easy >>> way to generate yet. >>> >>> - For my holding, I need to generate tax reports and income and >>> balancesheets at the end of the year. The latter ones are present, but a >>> bit bare (no dates on the page, no formatting for example). >>> >> >> Do you mean a list of trades? Trades (i.e., "reductions and their >> corresponding augmentations") are available as metadata. I'm not sure if I >> ever bothered creating a report for them, but they're available from the >> stream of transactions, it should be easy to write a script to list them >> out in your favorite format. >> >> >> >>> - For a group of friends, I manage the common account. I've set them up >>> as Liabilities, as that's what the account owns to them. But now all >>> balances are inverted, which makes it a bit weird for them. I'd like to >>> just output the Liabilities accounts with balance * -1. (I tried: >>> >>> SELECT account, sum(position) * -1 WHERE account ~ 'Liabilities:' GROUP BY >>> account; >>> >>> but that results in "TypeError: descriptor '__mul__' requires a >>> 'decimal.Decimal' object but received a 'Inventory' >>> ". I guess I could export to csv, open in Excel and just add this, but >>> that's cheating :). Ideally I'd add a page to Fava with this "report", but >>> haven't found a way yet.) >>> >> >> You just need an operator to negate an inventory object. Let me make you >> one. >> In fact, better might be a function which switches the signs based on the >> account type, e.g. something like this: >> >> SELECT account, sum(position) * account_sign(account) .. >> >> ACCOUNT_SIGN(account) would take the value -1 for Liabilities, Equity and >> Income, and +1 for the others. >> I can add those later. >> >> >> >> >>> >>> How do you all generate your (tax) reports and in what format do you >>> save them? >>> >> >> Tax reports? I use TurboTax. I kick off bean-web with a restricted period >> for that year and eyeball the numbers from the income statement. Most of >> the actual input is automated from imported 1099-R's. >> >> >> >> >>> >>> Regards, >>> >>> >>> Tino >>> >>> >>> On Sunday, 1 April 2018 07:53:42 UTC+2, Martin Blais wrote: >>>> >>>> How many people here use bean-report as their main way to generate data >>>> from Beancount? >>>> How many use bean-web? >>>> Does anybody still care about bean-web now that Fava exists? >>>> >>>> Also... is it possible to bean-bake Fava (or some equivalent creation >>>> of a static version for sharing)? >>>> >>>> Any input appreciated, >>>> >>>> >>>> (Reason I'm asking is: I'm thinking about >>>> - rewriting the query engine to something more powerful and general, >>>> and promoting it from experimental and somewhat flaky to the main way of >>>> getting data out >>>> - rewriting bean-web to be a dumber, more generic web interface that >>>> basically renders SQL queries (using the new query engine) without any >>>> special treatment (just tables and tree-tables) >>>> - deleting bean-reports and all of beancount/reports, or replacing most >>>> of it by SQL queries >>>> - in the process deleting the Holdings code >>>> Basically, I think that with a slightly improved query engine I could >>>> delete a ton of code without removing functionality at all.) >>>> >>>> -- >>> 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+...@googlegroups.com <javascript:>. >>> To post to this group, send email to bean...@googlegroups.com >>> <javascript:>. >>> To view this discussion on the web visit >>> https://groups.google.com/d/msgid/beancount/da245774-db4e-4e44-ba34-84e5c4bff222%40googlegroups.com >>> >>> <https://groups.google.com/d/msgid/beancount/da245774-db4e-4e44-ba34-84e5c4bff222%40googlegroups.com?utm_medium=email&utm_source=footer> >>> . >>> >>> For more options, visit https://groups.google.com/d/optout. >>> >> >> > -- You received this message because you are subscribed to the Google Groups "Beancount" group. 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