Hi,
this is a query I use to get a Net Worth at a certain date, grouped by
account
query = f"""
SELECT account, convert(SUM(position),'{currency}',{date_iso}) as amount
where date <= {date_iso} AND account ~ 'Assets|Liabilities'
"""
Net worth is being defined as a sum of balances of all Assets and
Liabilities
Note, that following standard accounting principles, for Net Worth the
conversion to the target currency is done using the exchange rate (price),
dated with the date the report is generated for.
On Monday, March 10, 2025 at 6:25:20 PM UTC+1 nugget....@gmail.com wrote:
> Hi all
> What would be the BQL query to get the balances at the end of each month
> for (a) given acclunt(s), converted to the base currency?
>
> thanks for any help.
> Thank you very much
>
>
>
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