I've been using beancount for a little over a year to manage my personal
finances as well as some side self-employment accounting. I have twice
gotten frustrated to the point of trying other products (specifically
Personal Capital, Mint, Quicken, and QuickBooks) but give up and come back
to command-line accounting for reasons probably familiar to everyone in
this group.
So here are my frustrations and what I'm going to attempt to do for myself
to address them. I'm mainly venting here, but if anyone has any
suggestions I'd really appreciate them.
- I update my journal every month. Getting updated transactions from
25+ different accounts every month is very time consuming.
- Todo: Research programmatic downloads of transactions from all
banks (has this been done already?)
- The beancount file is getting overwhelmingly large after just 1 year.
This is making it hard for me to jump around and find/fix things. I often
have personal transactions that cross equity accounts into our rental
business, or my software engineering self employment.
- Todo: split personal.beancount into smaller journals (by month?)
- omni-complete in vim is an awkward keyboard chord and account
completions in vim are sometimes broken depending on what you last typed
- Todo: try VSCode which can now embed neovim and has it's own
beancount extension that should make the editing experience nicer
- except VSCode folding is weird so this might actually make
things worse
- I still don’t understand how reporting works, and part of that is
because I don't use it enough. I feel like I'm relearning Beancount Query
Language every time I do need something.
- Todo: keep a list of commonly-used queries
- reconciling receipts / splitting transactions is time consuming,
although vim macros help here
- Todo: Improve importer recognition of payees and likely expense
accounts
- no way to attach receipt pictures to transactions?
- Todo: Research beancount tooling or other apps to capture receipts
- fava is nice, but could be nicer
- Todo: Research writing a new frontend reporting/visualization tool
and/or contribute to fava
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