Hi Dustin,

I'm using VSCode for a while and I use vim regularly for my job, so I know
both systems. You must try VS-Code with the extension VSCode-Beancount from
Lencerf  you'll never go back ;-)

For example, if you start a new line with a "2" that write automatically
the date. It runs a bean-check each time you save the file (I do
automatically each 30 seconds) and tell you about the errors, etc.
When you pass the mouse over an account, e.g. Expenses:Kids -50 USD, etc.
gives you the total amount for this account and more things like highlight,
etc.

Try ;-)

On Sun, Feb 7, 2021 at 6:28 PM Dustin Farris <dustin.far...@gmail.com>
wrote:

> Wow, thanks for the fast and thorough response.  It is very encouraging,
> and really what I needed for my mental health haha.
>
> A couple reactions at random:
>
> Yodlee, or Plaid
>
> ๐Ÿ‘๐Ÿ‘๐Ÿ‘ will check these out
>
>
> Sure, you can split. It won't make it much faster though.
>
> I am excited about performance coming with the C++ rewrite, but this was
> not so much about addressing performance as my ability to find things.
>  (but to be clear).  The headers Iโ€™ve created in my journal are
> per-institution-account (e.g. fidelity 401k) with sub-headers by year and
> then by month.  These headers with their folding in vim (similar to emacs
> outline mode) are helpful, but I think I can do better.  It is also a
> less-than-nice experience for on the fly entries such as invoices, tracking
> kidsโ€™ allowance, and so on.  I need to just set aside a few hours to ponder
> this and come up with the right organization and workflow.
>
>
> There is a final stage of awakening called "ace-jump-mode", kept as a
> closely guarded secret
>
> Is there a vim equivalent of nirvana? :P  Because of beancount, I gave
> emacs+orgmode a real try โ€” a month with spacemacs, and a month with doom,
> but ultimately reverted back to what I know (vim).  Iโ€™m hoping to get my
> beancount vim+VSCode experience leveled up.
>
>
> new rewriting capabilities will make it possible to rewrite the actual
> file by changing the AST and writing it back out.
>
> This sounds really exciting.
>
>
> in the next version. With a more generic SQL or providing a library that
> works with petl
>
> Being able to reason about my financials using dataframes sounds
> empowering.  Looking forward to it.
>
>
> --
> Dustin Farris
> (646) 671-2007
>
>
>
> On Feb 7, 2021, at 8:06 AM, Martin Blais <bl...@furius.ca> wrote:
>
> On Sun, Feb 7, 2021 at 10:24 AM Dustin Farris <dustin.far...@gmail.com>
> wrote:
>
>> 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?)
>>
>> Look for Yodlee, or Plaid.
> If you're willing to give up your passwords, those could save you time by
> lumping together a bunch of imports.
> (I tend to only update the most important ones - checking, credit card,
> investing - frequently, and the others lag behind a bit.)
>
> Also, there are simplifications coming up to the importing framework which
> is going to make it substantially simpler to use, though I'm not sure if
> those changes will address your specific needs.
>
>
>>
>>    - 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?)
>>
>> Sure, you can split. It won't make it much faster though. (The ongoing
> rewrite in C++ is going to address that.)
>
> I use outline-minor-mode. Another clever trick is to realize that like in
> life, you only ever go to a few places in that file - depending how you
> organize it - and insert unique comment tags and just i-search for them to
> go there directly (*). Huge time saver. The new import framework might even
> auto-insert in front of those tags.
>
> I think if you have the patience, you could refine your previous
> transaction detection so that it's nearly flawless, automatically
> categorize your transactions, and implement auto-insert in your file and
> trust it. Would save some time, but it'll be time-consuming to get it right
> IMO (you'll spend the time coding instead of updating; it's unclear to me
> in that situation which will be better). beangulp will also provide more
> hooks for you to refine previous-import-detection, even per importer. (For
> more on upcoming changes on that look here
> https://docs.google.com/document/d/1O42HgYQBQEna6YpobTqszSgTGnbRX7RdjmzR2xumfjs/edit
> )
>
>
> (*) In fact, I would say if you're using emacs this is the fourth stage of
> evolution of Emacs users about cursor movement: first you use the cursor
> keys, then you learn to use the relative word and paragraph movement, then
> you graduate to sexp movements (e.g. beginning of function), and when you
> nearly achieve enlightenment you are nearly always moving via
> interactive-search (
> https://www.masteringemacs.org/article/effective-editing-movement). There
> is a final stage of awakening called "ace-jump-mode", kept as a closely
> guarded secret by those of use experiencing a permanent state of
> non-duality ;-).
>
>
>
>>
>>    - 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 donโ€™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
>>
>> Write your queries as code, and run your own scripts. There's a neat API.
> You can also use the Query directive to save pre-made queries in your
> Beancount file and execute them by name.
>
> Easier reporting is something I'd like to refine in the next version. With
> a more generic SQL or providing a library that works with petl.
>
>
>
>>    - reconciling receipts / splitting transactions is time consuming,
>>    although vim macros help here
>>       - Todo: Improve importer recognition of payees and likely expense
>>       accounts
>>
>> Yep.
>
> (v3's new parser will bring another dimension to this: instead of having
> to write code to fixup the payees in memory only, the new rewriting
> capabilities will make it possible to rewrite the actual file by changing
> the AST and writing it back out.)
>
>
>>
>>    - no way to attach receipt pictures to transactions?
>>       - Todo: Research beancount tooling or other apps to capture
>>       receipts
>>
>> See the ingest framework's filling ability. It renames files that have
> been identified prepending a date and can stash them in a repository under
> the same account hierarchy. bean-web used to serve those directives right
> next to the transactions and you could insert a common link to link them
> together (or write a plugin that attempts to match them up automatically)
>
>
>>
>>    - fava is nice, but could be nicer
>>       - Todo: Research writing a new frontend reporting/visualization
>>       tool and/or contribute to fava
>>
>> Go for it!
> Custom one-off renderings are also useful (e.g. like in beangrow).
>
>
>
>
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>>
>
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