Aggregate accounts on income statement
Hi, I'm generating an income statement (with only my expenses) like this: SELECT account, sum(position) FROM OPEN ON 2023-03-01 CLOSE ON 2023-03-30 WHERE account ~ "Expenses" GROUP BY 1 ORDER BY 1 But I have some subdivisions of my accounts that I would like to report one level up. For example, now I get the following output: ... Expenses:Gifts:JohnDoe 50 USD Expenses:Gifts:JaneDoe 25 USD ... And I would like to have: ... Expenses:Gifts 75 USD ... Is there a way to aggregate the accounts using beanquery? Thank you. -- 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+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/f4b1305b-4bb7-4c53-b745-8e1bd3dc5f14n%40googlegroups.com.
Is it fine to combine several small stock purchase transactions in one?
When buying low volume stock often i have to split purchase in many 1-3k
buy limit orders (which in turn often getting split in 5+ execution trades,
some of the trades can be just 8 stock lol), so basically what for normal
stock can be 1 buy transaction i can have 50+ transactions with with
purchase price different couple of cents, example:
;; 2023-01-09 * "Buy 100 AAA Inc."
;; Assets:Investing:InterBr:Cash -138 USD
;; 2023-01-09 * "Buy 100 AAA Inc."
;; Assets:Investing:InterBr:Cash -137 USD
Is it fine to combine them in one? Like this:
2023-01-26 * "Buy AAA Inc; Jan 9 - Jan 11"
Assets:Investing:InterBr:AAA 14,063 AAA
{1.39215461 USD}
Expenses:Investing:InterBr:Fees -68.59 USD
Assets:Investing:InterBr:Cash -19,646.46 USD
In filed csv files i have all the 'mini' transactions if i would ever need
them, plus i have them in my brokerage. I'd prefer not to have them in
beancount cause they obscure big picture (for me it's 1 buy transaction)
--
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Re: Is it fine to combine several small stock purchase transactions in one?
messed up date and fees sign, meant:
2023-01-11 * "Buy AAA Inc; Jan 9 - Jan 11"
Assets:Investing:InterBr:AAA 14,063 AAA
{1.39215461 USD}
Expenses:Investing:InterBr:Fees68.59 USD
Assets:Investing:InterBr:Cash -19,646.46 USD
On Saturday, March 11, 2023 at 3:23:53 PM UTC-5 Bman Q wrote:
> When buying low volume stock often i have to split purchase in many 1-3k
> buy limit orders (which in turn often getting split in 5+ execution trades,
> some of the trades can be just 8 stock lol), so basically what for normal
> stock can be 1 buy transaction i can have 50+ transactions with with
> purchase price different couple of cents, example:
>
> ;; 2023-01-09 * "Buy 100 AAA Inc."
> ;; Assets:Investing:InterBr:Cash -138 USD
>
> ;; 2023-01-09 * "Buy 100 AAA Inc."
> ;; Assets:Investing:InterBr:Cash -137 USD
>
> Is it fine to combine them in one? Like this:
>
> 2023-01-26 * "Buy AAA Inc; Jan 9 - Jan 11"
> Assets:Investing:InterBr:AAA 14,063 AAA
> {1.39215461 USD}
> Expenses:Investing:InterBr:Fees -68.59 USD
> Assets:Investing:InterBr:Cash -19,646.46 USD
>
> In filed csv files i have all the 'mini' transactions if i would ever need
> them, plus i have them in my brokerage. I'd prefer not to have them in
> beancount cause they obscure big picture (for me it's 1 buy transaction)
>
--
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