Re: bean-query: Transfers between accounts

Just write a script already. I provide a Python library with an open data type for a reason. Or ask the AI - our new overlords - to do it for you. On Thu, Jul 3, 2025, 14:49 Ken Mankoff wrote: > Hi Alen, > > Thanks for that link. The FAQ link there points to hledger, and a quick > > beancount2l

Re: Veryfi OCR API (and Emacs front-end for it)

Today's models are pretty amazing actually. You can say things like "output the text under the white cat" and that would likely work. I'm blown away every moment of the day these days using these. On Sun, Jun 22, 2025 at 5:29 PM 'Alen Šiljak' via Beancount < beancount@googlegroups.com> wrote: > >

Re: Managing Transfers within Retirement Accounts

Tax-deferred retirement accounts aren't like regular accounts in that their tax treatment does not require keeping track of the cost basis. Therefore, most institutions holding these accounts don't track the basis. In Beancount, you use "NONE" to disable booking rules for those because those accou

Re: Issues Transferring Lots between accounts

ts:BankAccount -20.00 USD > > 2025-01-03 * "transfer" > Assets:Broker1:STOCK -20.00 STOCK {} > Assets:Broker2:STOCK 20.00 STOCK {USD} > > This is the bean-doctor output. It looks like in the Unbooked transactions > section it is not resolving the transaction with the

Re: Veryfi OCR API (and Emacs front-end for it)

These days for OCR I think you can just download a free vision model from Hugginface and run it locally and it would work. I remember doing that in the recent past. On Sat, Jun 21, 2025 at 10:15 AM TRS-80 wrote: > Hello Friends, > > I am very pleased to announce that I have switched careers and

Re: Issues Transferring Lots between accounts

y group 'USD'" . > > 2025-01-03 * "transfer" > Assets:Broker1:STOCK -20.00 STOCK {} > Assets:Broker2:STOCK 20.00 STOCK {USD} > > On Friday, June 20, 2025 at 7:57:39 AM UTC-7 Martin Blais wrote: > >> On Fri, Jun 20, 2025 at 6:47 AM Alex Kaufman

Re: Announce: bean-sort

Added to contrib doc. Thanks for sharing! On Mon, Jun 16, 2025 at 9:56 PM 'Simon Guest' via Beancount < beancount@googlegroups.com> wrote: > And now the repo is public. 🤭 > > On Tue, 17 Jun 2025 at 12:23, Simon Guest wrote: > >> I made a naive sorting utility for Beancount. I hunted for such a

Re: Script to compute Adjusted Cost Base (Canadian Rule)

Thanks for sharing! Added to contribs dco. On Sat, Jun 7, 2025 at 7:16 PM Damien R. wrote: > Hi, > > Just in case this might be of interest to other people, I've created a > script called bean-acb that helps with > tracking the Adjusted Cost Base (ACB) for a p

Re: zero-value automatic postings being pruned

> -Andrew > > On Fri, May 30, 2025 at 5:49 AM Martin Blais wrote: > >> I don't believe there is any explicit pruning of postings, but I might be >> wrong (it's been a while since I touched that code). >> This merely requires going one level deeper and debugg

Re: zero-value automatic postings being pruned

I don't believe there is any explicit pruning of postings, but I might be wrong (it's been a while since I touched that code). This merely requires going one level deeper and debugging where that posting is getting disappeared. - install from source - setup PYTHONPATH to pull from there - trace the

Re: When we beangrow migrate to v3?

- I wrote it a while back - Then I had a really busy year trading and it definitely wouldn't work with the stuff I did at the time (thousands of options and futures trades) - So I more or less abandoned it and wrote github.com/edgebips/johnny instead I'm really busy now with ML/AI stuff and childre

Re: Strange "Equity:Conversions" mismatch / discrepancy

Hmm, bean-query is probably rounding for display, so that doesn't prove much. Here's how you can truly validate that there's a bug: If you simply sum up all the positions in a single Inventory object in a script it should be empty. If it's not empty, there's a bug. On Mon, May 26, 2025 at 3:43

Re: How to serialize Inventory to JSON?

I'm not sure where FastAPI comes into this story. If you're querying using Python code you're getting Python objects which, with a little bit of data wrangling you should be able to convert to JSON. On Sun, May 25, 2025 at 7:05 PM 'Alen Šiljak' via Beancount < beancount@googlegroups.com> wrote:

Re: Quicken Import

thub.com/UweZiegenhagen/PyQIF-Parser > > Tell me, if it works out for you or what I need to change. > > Uwe > > Am Sa., 24. Mai 2025 um 13:47 Uhr schrieb Martin Blais : > >> I used to import from qif, it's doable. >> If be very surprised if nobody has had a go at

Re: Quicken Import

I used to import from qif, it's doable. If be very surprised if nobody has had a go at this, search on GitHub. On Sat, May 24, 2025, 04:45 Uwe Ziegenhagen wrote: > Someone may have a more sophisticated answer, but at least there is a > Python-Library for QIF files. > > https://quiffen.readthedoc

Re: Strange balance issue (balance change ignored because of previous stuff)

cision: >> >> https://github.com/beancount/beancount/commit/89a0e48df40f7c95c7ec29f2f6028a5b3d16212b >> >> https://github.com/beancount/beancount/commit/9e148b76216982ec938d84726f12dab48b3a2444 >> >> [image: image.png] >> >> I vibecoded the tests. >> (I should do

Re: Parameters in Query Directive?

records to return" >> ``` >> >> and command would be `.run foo limit=3`. Then documentation and reporting >> for errors would be much more convenient. >> >> Le mer. 21 mai 2025 à 21:23, Martin Blais a écrit : >> > >> > Vibecode it! >> >

Re: Strange balance issue (balance change ignored because of previous stuff)

e for tolerance as well) On Thu, May 22, 2025 at 11:21 AM Martin Blais wrote: > bean-report is deprecated. > AFAIR its precision was a distinct implementation from beanquery. > Use beanquery. > > Use 3.0 instead of 3 you should be alright. > Long term fix is to add an opti

Re: Strange balance issue (balance change ignored because of previous stuff)

bean-report is deprecated. AFAIR its precision was a distinct implementation from beanquery. Use beanquery. Use 3.0 instead of 3 you should be alright. Long term fix is to add an option to fix the precision form explicit declarations. On Wed, May 21, 2025 at 8:51 AM Dan Andersson wrote: > Ver

Re: Strange "Equity:Conversions" mismatch / discrepancy

On Wed, May 21, 2025 at 8:47 AM Dan Andersson wrote: > Thanks for reply. > > I able to fix this issue by avoiding those tiny lots. (When closing a lot > and only a tiny amount remains/carries, I make sure to close a tiny bit > more/less) Just this caused Beancount to no longer generate that bogus

Re: Parameters in Query Directive?

Vibecode it! On Wed, May 21, 2025 at 3:06 PM Henry Mitchell wrote: > Thanks for confirming this is not supported. I looked through the issues > but did not see anything like it so filed > https://github.com/beancount/beanquery/issues/249 > > On Tue, May 20, 2025 at 4:28 PM Mart

Re: Parameters in Query Directive?

That is indeed a great idea On Tue, May 20, 2025, 17:38 Justus Pendleton wrote: > No, there is no way to use parameters in queries in that way. It would be > a nice thing to add though, so you might check the bean-query project and > see if there's already an existing request for something like

Re: Strange "Equity:Conversions" mismatch / discrepancy

Im out of town looking at real estate with little time but - can you provide a minimal file that reproduces the issue? I can look on the weekend - the transaction below involves a single currency (IMHO you should not use cost syntax for this) - beancount does not use floating-point numbers - imprec

Re: Importers, current state, IBKR

I forget but don't I have an example configuration in the examples/ directory? Maybe it's out of date? On Thu, May 15, 2025, 17:24 'Alen Šiljak' via Beancount < beancount@googlegroups.com> wrote: > Thanks a lot, guys! I should be able to move forward from here. > The import.py script from the exa

Re: How to query Beancount from a Python app

Gemini 2.5 pro is killing it these days - much faster than OpenAI - better than Claude (anecdotally) - cheaper than both of these, I think I got a year free with my new phone - quota seems higher too (I rarely run against the limits compared to the other models) Check it out, the web page is ugly,

Re: How to query Beancount from a Python app

https://g.co/gemini/share/ea750735a803 https://g.co/gemini/share/0905b3166339 Use the force, Luke! On Mon, May 12, 2025 at 1:37 PM 'Alen Šiljak' via Beancount < beancount@googlegroups.com> wrote: > Thank you for this information! > > In the meantime I was poking through the developer documentati

Re: Beancount for Canada

I wonder if you provide a few sample files, include the beangulp and beancount codebase to the context, and ask a GPT to generate you one how far it would go. On Sun, Apr 6, 2025 at 9:35 AM Casey Howard wrote: > Hi Beancount, > > Is there a curated list of importers for Canadian financial insti

Re: MCP server for bean-query

We live in wild times I love it I've added an "AI" section to the contrib document with a link to your project (related) I've had an idea recently: - take your document cache - extract (account or directory, date, text-conversion-of-pdf document) - use a pretrained embedding model to train a class

Re: Automatic meaningful filenames for PDF documents

2025 at 2:37 PM Martin Blais wrote: > Has anyone here used a local text model to automatically generate a > meaningful filename for a PDF document on import? > If so, which (Huggingface) model have you found to work well? > > -- You received this message because you are subs

Automatic meaningful filenames for PDF documents

Has anyone here used a local text model to automatically generate a meaningful filename for a PDF document on import? If so, which (Huggingface) model have you found to work well? -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from

Re: Easy way to replace forecast plugin in v3?

I moved the plugins to beanlabs, here: https://github.com/beancount/beanlabs/blob/master/beanlabs/plugins/forecast.py On Tue, Mar 11, 2025 at 9:00 AM Moritz M wrote: > Hi, > > I recently changed to beancount v3 and figured out that the forecast > plugin was removed. > > I'm using it 20 times i

Re: Maybank and Rajhi Importers

Thanks for sharing, added to contributions doc. (I'm wondering a bit if anyone's used a locally running LLM to convert PDFs to actual data yet. Cool idea to try.) On Sat, Mar 8, 2025 at 7:14 AM Ammar wrote: > Hi, > > Sharing importers for parsing PDF statements from two banks I use that > do

Re: PSA: bean-price with yahoo not working due to changes by yahoo

Hats to xuhcc for merging. On Sat, Mar 1, 2025 at 4:45 AM Red S wrote: > Thank you for the fix! > > On Saturday, February 22, 2025 at 6:13:03 PM UTC-8 Rikaine Delmarre wrote: > > Hi, > I have submitted PR to > beanprice with proposed fix before

Re: PSA: bean-price with yahoo not working due to changes by yahoo

Maintainers currently traveling will look at your pr I've they're back On Sat, Feb 22, 2025, 21:13 Rikaine Delmarre wrote: > Hi, > > I have noticed it in my workflow today, and debugged it independently > before checking how contributions should be made and this message. > Proposed PR

Re: Buy Old Gmail Accounts

Apologies to the list I let this through accidentally. On Wed, Feb 19, 2025, 21:45 Amanda J. Kirchner wrote: > Buy Old Gmail Accounts from Promxs – Reliable & Aged Accounts for Your > Needs > > If you're looking to buy old Gmail accounts, Promxs.com is a trusted > platform that provides high-qu

Re: ledger importer?

On Sat, Feb 8, 2025, 06:59 Alen Šiljak wrote: > Hi all! > > Would you have any recommendations for a Ledger-cli importer? Martin used > to maintain ledger2beancount and I'm wondering if that is still the case > and if it is up-to-date with v3 of Beancount. > I'm not. I'm not sure if it still wor

Re: Importer for indian broker zerodha and banks

Thanks for sharing; added to contribs doc. On Fri, Jan 24, 2025 at 12:06 PM kprab...@gmail.com wrote: > Hi, > > Importers for some of the Indian banks and brokers have been updated to > use beangulp i.e Beancount v3.x. > > https://github.com/prabusw/beancount-importers-india > > I'm sharing the

Re: importer failing with beancount v 3.1.0

like Semantic Versioning or not. (Yes, semver is not a panacea > either, but it's becoming a common reference for developer expectations > on this kind of stuff.) > Pin your versions using lockfiles; occasionally things are going to break when you move versions. Cheers > &g

Re: importer failing with beancount v 3.1.0

Wait, can't you just pin beangulp to 3.0.x using a lockfile? If we switch to versions (vs. always-at-head development), I believe you have to do that. Stability is a relative concept; I don't think I've ever stated a specific version-related stability guarantee. (You're assuming minor version stab

Re: use-package for using beancount-mode from beancount package in emacs

Or just use it the old way, inserting (require 'beancount) in your .emacs... On Fri, Jan 17, 2025 at 1:55 AM kprab...@gmail.com wrote: > For new users of emacs, here's the sample use-package declaration for > using beancount-mode: > > Ensure that the following line is present somwhere near the

Re: Announcement of the sing_curr_conv: Neth Worth Change explainer / Unrealized Gains analyzer. Request for feedback.

I wouldn't do it like that. I think it's quite strange to convert AAA to BBB units in BankA and I wouldn't do that. This: 2020-02-01 * "Exchange AAA to BBB"Assets:BankA -100.0 AAAAssets:BankB150.0 BBB @@ 100 AAA ; <== price, different from the one in the price directive

Re: Announcement of the sing_curr_conv: Neth Worth Change explainer / Unrealized Gains analyzer. Request for feedback.

Thanks for sharing! Added to the contribs list. On Mon, Jan 13, 2025 at 3:08 AM Chary Ev2geny wrote: > Dear all I would like to a announce a sing_curr_conv: Neth Worth Change > explainer / Unrealized Gains analyzer > > This tool makes it possible to explain changes in the Net Worth between > an

Re: bcgt.py (Was: export.py either version gives me errors)

Thanks for sharing! Added to the contrib doc. On Sun, Jan 12, 2025 at 12:04 PM fin wrote: > Martin Blais wrote: > > Version 0.0.1 is out at last. I don't have much time in the > warmer weather with so many gardens, but now I've had a bit more > time to work

Re: Rounding

That's rendered in Fava? Beancount will store the numbers as they were entered. On Sat, Jan 11, 2025 at 8:27 AM Михаил Полыковский wrote: > Hi beancount community. > > I’ve been using Beancount to manage my transactions and have encountered a > small but frustrating issue. I have several curr

Re: how to generate daily investments pnl report?

ENTATION=python (but this will use > pure-Python parsing and will be much slower). > > Currently my python package info: > > protobuf 5.29.2 > > is there any package out of date in the beangrow scripts? How to > solve this problem? > > Thanks. Regards >

Re: how to generate daily investments pnl report?

Look at beangrow On Fri, Jan 10, 2025, 13:48 Joseph Li wrote: > Hi Everybody, > > I'm new to beancount, and I find the accouting tool fascinating.It helps > me to keep track of my expenses and income well. > > I'm currently learn to deal with my investments, mainly funds and etfs. > I've learned

Re: Sorting of query - difference with bean-query under beancount v3?

I'm a fair bit checked out on beanquery but dnicolodi has made a lot of improvements, he would know. I think your best service is found by inspecting the source code, especially this file: https://github.com/beancount/beanquery/blob/master/beanquery/query_env.py should be fairly straightforward.

Re: Why is beancount v3 not faster for me?

There should not be a meaningful difference in performance. I think what you're reporting is just variance between runs. On Mon, Jan 6, 2025, 05:12 Aaron Stacy wrote: > I upgraded to beancount v3 and I'm happy I did with the type annotations > and more focused deps (i.e. breaking out beangulp &

Re: Average cost basis for capital gains

On Sat, Jan 4, 2025 at 9:05 PM Alice Ryhl wrote: > Hi! > > I live in Denmark, and under danish law, we must compute capital gains for > a > given stock using the average cost basis. To avoid accumulating rounding > errors, > this is done by keeping track of the total purchase price rather than th

Re: Beangulp: Ingest from Database

Thank you for sharing. Added to contrib resources index. On Thu, Dec 26, 2024 at 4:36 PM Alexander Dunkel wrote: > I added an importer using the beangulp v3 interface. Find it here: > https://github.com/Sieboldianus/beancount-hibiscus-importer > > Any comments welcome! > > The beangulp interfac

Re: query for comments

No, they are stripped by the parser in the Python/C version. (We'd like to review that in a rewrite, but very far away.) On Sat, Dec 21, 2024 at 3:59 PM Maurice de Laat < googleads.2...@muisnetwerken.nl> wrote: > I guess the answer is no, but still asking & hoping: > > Can one get the comment(s

Re: Is the new "booking rules redesign" already implemented?

No On Thu, Dec 19, 2024 at 2:29 PM Yoni Levi wrote: > Is the feature described in Booking Rules Redesign > > already implemented in the latest beancount 3 release? > > -- > You

Re: export.py either version gives me errors

osure to a Google Sheets doc > which reflects intraday changes)." > > > fin > > > > Martin Blais wrote: > > > > Martin, correct, it is a script referenced from beangrow > > via the following text: > > > > "(Finally, note that if all you n

Re: export.py either version gives me errors

I think you're using some obsolete code. I don't see this on the master branch. On Sun, Dec 1, 2024 at 4:05 PM fin wrote: > > Hello all, > > > I'm trying to get this script to run and getting errors > > > For version from 2.3.6 I get: > > > (bc) me@ant(14)~/fin/beancount/stmon$ python expor

Re: Watch out for Copilot

if an organization > or even an individual accessed my entire ledger? > Every person has a different threshold, but personally I'm not comfortable with my personal data going out to an API. Got nothing to hide, but I don't walk around naked either. > On Saturday, November 23,

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

prices that could explain a -100% IRR. > > You've created much more for the world than I have, and I'm sure you have > a lot to do with beancount 3. If you do find time to address this IRR issue > it would mean a lot for my use case. > > > On Wednesday, November 27,

Re: Have had positive returns, need help understanding why beangrow shows -100% IRR

Debuggability should be improved for sure. On Wed, Nov 27, 2024, 15:58 Eric Morgan wrote: > Further testing shows that prices are used to determine IRR, so my example > wasn't complete. Thus you don't need to answer my question. Perhaps I had a > problem with price data. > > On Wednesday, Novemb

Re: Watch out for Copilot

On Sat, Nov 23, 2024 at 3:02 PM Martin Blais wrote: > On Sat, Nov 23, 2024 at 3:01 PM Martin Blais wrote: > >> Hey Marvin, >> Do you know if there's a Google service for code completion similar to >> Copilot? >> Do you know if people are realistically runnin

Re: Watch out for Copilot

On Sat, Nov 23, 2024 at 3:01 PM Martin Blais wrote: > Hey Marvin, > Do you know if there's a Google service for code completion similar to > Copilot? > Do you know if people are realistically running CodeGemma locally? > I see it on HF: https://huggingface.co/blog/codegemm

Re: Watch out for Copilot

Hey Marvin, Do you know if there's a Google service for code completion similar to Copilot? Do you know if people are realistically running CodeGemma locally? I see it on HF: https://huggingface.co/blog/codegemma On Sat, Nov 23, 2024 at 2:47 PM Marvin Ritter wrote: > If you have Copliot enabled

Re: Custom fields in options_map?

Some old related documentation you might find useful https://docs.google.com/document/d/1x0qqWGRHi02ef-FtUW172SHkdJ8quOZD-Xli7r4Nl_k/ On Sat, Nov 23, 2024 at 2:54 PM Timothy Jesionowski < timothy.n.jesionow...@gmail.com> wrote: > How are you quantifying time value? I can understand using a > hyp

Re: document directive

I haven't been following too closely but last I checked the problem was that escape rules for the document string is the same as for all the other strings, so you can't really use backslash (\). You have to double up (escape) the backslashes on Windows, i.e., use \\ instead of \. (The alternative

Re: BeanHub-Cli 1.4.2 now supports account and currency rename

Thanks for sharing! Also: xx-rename goes a long way to solving this (from https://github.com/blais/xxdiff) On Sat, Nov 23, 2024 at 1:34 AM Fang-Pen Lin wrote: > As a heavy Beancount user myself, I always wanted a simple command line to > rename an account or a currency name in all files at once.

Re: document directive

On Sat, Nov 23, 2024 at 8:20 AM Chary Ev2geny wrote: > Dear all, > > i never really had a use for the *document *directive, but as I now > logged an issue with it > I am kind of trying to > dig in it, hence questions. > > The documentation says:

Re: "old school" beancount installation for development after setup.py is removed

Yes please make a pr, that would be nice, thank you! Re whl, yes, it's a GitHub action. On Thu, Nov 21, 2024, 05:06 Chary Chary wrote: > Dan, > > thanks! > > I confirm, that I was able to build beancount on Windows using > winflexbison and >

Re: "old school" beancount installation for development after setup.py is removed

Bison not optional anymore. On Wed, Nov 20, 2024 at 4:41 PM Chary Chary wrote: > > > On Wednesday, November 20, 2024 at 10:08:38 PM UTC+1 dan...@grinta.net > wrote: > > > python -m pip install --no-build-isolation -e . > > > > Dan, thanks. > > this installation also seems to require bison. I tr

Re: "old school" beancount installation for development after setup.py is removed

Fixed, thank you On Wed, Nov 20, 2024 at 3:31 PM Chary Chary wrote: > Hi everybody! > > I just noticed, that the setup.py has been removed in this > > commit. > > As a result this the "old school" beancoun

Re: Watch out for Copilot

On Fri, Nov 15, 2024 at 12:21 PM Chary Chary wrote: > Martin, > > thanks for bringing up this issue. Just thinking aloud: > > 1) It is possible to disable certain file types for copilot and it > appears, that copilot claims it will not be accessing these file types then > https://stackoverflow.co

Re: bean-identify, bean-extract, bean-file

the latest version of beancount, and thought, that >> installing everything via pipx might be the easiest option for newcomers - >> which may not be the case. Sorry for the confusion. >> >> >> Best regards, >> Petr >> >> Dne út 29. 10. 2024 16:54 u

Re: bean-identify, bean-extract, bean-file

ct 29 2024 at 8:26 AM, Martin Blais wrote: > >> I'm not sure what you mean by a "parser" but when you install Beancount >> using pip it should install a `bean-check` tool which you can use to >> validate your input file. You can then use beanquery and/or Fava to g

Re: bean-identify, bean-extract, bean-file

I'm not sure what you mean by a "parser" but when you install Beancount using pip it should install a `bean-check` tool which you can use to validate your input file. You can then use beanquery and/or Fava to get reports out of it. On Mon, Oct 28, 2024 at 8:27 PM Jason Crews (the1gofer) < jason.c

Re: Beancount v3 upgrade documentation

The C++ rewrite is now on the ice (source is preserved in branch cpp, a nice new parser essentially /shrug). On Sun, Oct 27, 2024 at 12:52 PM Lover O'Bean wrote: > Thanks, Martin. This addresses some confusion that I have had about which > "C++ Rewrite" features were included in to the relea

Re: Wrote a plain-text budgeting tool with beancount converter (minibudget v0.1)

Added to contrib list. Thanks for sharing Frank On Tue, Oct 22, 2024 at 10:25 AM Frank Davies wrote: > I've been using beancount for my personal finances for about 6 months, and > will probably start to use it for business finances in the future. > > But I wanted a budgeting tool that fit in wi

Re: How to track complementary hotel stay

Income:Rewards? Income:FreeStuff? You choose. Seems like it could be income to me. On Sat, Oct 19, 2024 at 3:40 PM Ken Mankoff wrote: > I stayed in a hotel. There was a problem. They gave the room with no > charge. I'm curious how people might track this, if at all. I could leave > it out entir

Re: Installing beanount on mac

bean-report and bean-web are gone. Deprecated, removed from the 3.x line. (Search the mailing-list) On Sat, Oct 12, 2024 at 4:21 PM Jason Crews (the1gofer) < jason.cr...@gmail.com> wrote: > Hello Everyone, > > I've tried installing bean count on a m1 macbook, and a m2 mac mini, and > haven't had

Re: The Beancount Podcast

On Sun, Oct 6, 2024 at 1:56 PM Eric Altendorf wrote: > On Sun, Oct 6, 2024 at 08:13 Martin Blais wrote: > >> On Sun, Oct 6, 2024 at 7:17 AM Chary Chary wrote: >> >>> Martin, >>> >>> realistically, this is mind blowing! Also, the podcast was spot on

Re: Example workflow for beangulp for beancount 3?

On Sun, Oct 6, 2024 at 6:46 AM Daniele Nicolodi wrote: > On 02/10/24 05:02, Eric Morgan wrote: > > My workflow with beangulp is that I have a script that runs import.py > > for each bank > > Why one script for each bank? The framework is written with the intent > of allowing multiple types of tra

Re: The Beancount Podcast

On Sun, Oct 6, 2024 at 7:17 AM Chary Chary wrote: > Martin, > > realistically, this is mind blowing! Also, the podcast was spot on about > beancount, a very good introduction in any case. (the only thing I noticed, > is that in the middle the female and the male characters swapped for a > while

Re: Example workflow for beangulp for beancount 3?

What's not ideal about it? (Seems fine to me.) On Tue, Oct 1, 2024 at 5:02 PM Eric Morgan wrote: > My workflow with beangulp is that I have a script that runs import.py for > each bank > > #!/usr/bin/env python3 > > from importers.some_bank import importer as some_bank > import beangulp > import

The Beancount Podcast

Okay, not really. But I uploaded the Beancount intro to NotebookLM (Deep Dive) this morning and generated this: https://notebooklm.google.com/notebook/16555495-485e-4977-9e3d-d853e0719c07/audio Here's one built from the cookbook documents: https://notebooklm.google.com/notebook/3e24b1e4-400d-4921

Re: OFX - not worth the time investment?

On Fri, Oct 4, 2024, 15:13 Red S wrote: > A couple things to add: > >- the goal of reds-importers is to simplify and fully automate your >ingest. It is definitely not wedded to, not does it prefer the ofx format >or any other format in particular. Quite the opposite: it make it easy t

Re: Question regarding handling of donor information in beancount for a small non-profit

Just use a metadata field with a unique id per client and maintain a spreadsheet with all the details, just join the two with a script. You can extract that metadata using queries or a script. On Thu, Sep 26, 2024 at 5:27 PM Rick F wrote: > Hi.. I work at a small non-profit organization and am

Re: Are there any plans to migrate beangrow and fava to v3?

On Thu, Sep 12, 2024 at 6:41 PM Red S wrote: > This is the only related issue > I could find at Fava’s > github page. Perhaps making a request over at github might get their > attention? > > I might be mistaken, but Beangrow looks like it could use

Re: Current status of beancount et.al.

- Switch to 3.x, no effort will be put on 2.x anymore - bean-report and bean-web are deprecated, use beanquery and fava instead - other tools have been moved to their own repo (in the beancount org on github) Very little time for maintenance these days, always welcoming patches. On Tue, Sep 10,

Re: new version of beanquery

Yep, Dan's been doing a great job with beanquery! On Thu, Sep 5, 2024 at 12:55 PM Chary Chary wrote: > Dan, > > thanks! it is clear. > > beanquery has definately made a big step forward! > > On Thursday, September 5, 2024 at 6:19:37 PM UTC+2 dan...@grinta.net > wrote: > >> On 05/09/24 17:08, Cha

Re: Unrealized gains

- this plugin is gone - make sure you have recent price declarations - compute it using beanquery sql or a script On Fri, Sep 6, 2024, 10:59 Dennis wrote: > Hello everyone, > > I just tracked all my ETF purchases over the last years and wanted to see > my unrealized gains. > > The documentation

Retirement planning

[This is a bit adjacent in topic to Beancount - skip if not interested in forward projections.] Today I saw what I thought was a pretty interesting retirement planning app on this video: https://www.youtube.com/watch?v=mMLd3FuOdkM If you scroll forward you'll see a demo of a multi-page app with a

Re: Odd behaviour with currency conversion

I think it would be reasonable to create a function like that and insert it into the environment of a custom beanquery you build for yourself, or perhaps just make a script. On Thu, Aug 29, 2024, 18:04 DK wrote: > Thanks, the 10.00 fixed the rounding issue. > > In regard to the main issue. So

Re: Strategy for multi currency

+1 to that On Sun, Aug 25, 2024, 19:12 Dmitry Kudryavtsev wrote: > Thanks. I slept on it and I think it makes sense to create a subcategory > for expenses in each country, the same way as "Income:US:Salary" and > "Income:UK:Salary" is shown as an example in the documentation. This allows > to ha

Re: Strategy for multi currency

In my ledger i've let these accounts have multiple currencies and do a conversion in one or the other when reporting / computing balances. On Sat, Aug 24, 2024, 23:41 Dmitry Kudryavtsev wrote: > Recently I made a relocation. This means I now live with two main > currencies. > > Before relocating

Re: Changing booking methods over time

so I > don't mind comments being lost. > I suspect most people do a nontrivial amount of writing their beancount file by hand. > On Tue, Aug 20, 2024 at 11:28 PM Martin Blais wrote: > >> On Wed, Aug 21, 2024, 00:51 Eric Altendorf >> wrote: >> >>>

Re: Changing booking methods over time

On Wed, Aug 21, 2024, 00:51 Eric Altendorf wrote: > I'm struggling to come up with the right workflow for filing capital gains > taxes each year. > > I have too many lots for manual lot selection to be feasible, so I rely on > automatic booking. However, the method I picked when I started filin

Re: Automatically combining trade transactions

It depends on your goal. Do you want to represent all the execution details in your ledger or are you okay with a summarization that is slightly inaccurate but whose final result numbers are the same? TD actually does this within its systems: depending on where you are getting the data from - thin

Re: Round-Tripping guarantee and a pad directive

It's possible there's a bug. The newer implementation I had started in C++ was better in that way. I think when I restart this I should make the output of the parser contain even the comments and be able to be edited and used to regenerate the file, and the output of the interpolation and booking

Re: please add Isabekov contributions re beancount on jupyter to Beancount-Contributions

I do this type of thing using custom scripts, but there's always a large amount of special cases such that once I'm done it feels like more than half the code is not applicable to other users so I don't bother sharing it. I have my own pivot table script for example. Maybe an example like this is

Re: please add Isabekov contributions re beancount on jupyter to Beancount-Contributions

Done. Thanks for bringing it up. (There are so many related things on github and beyond that not all of them can be added to that doc. I try to add as many relevant things as I can as I come across them. Feel free to suggest more.) On Thu, Aug 15, 2024 at 12:12 PM Chary Chary wrote: > Martin, >

Re: Confused about failure to balance

What's the booking type of account Assets:BAR? What's the content of the inventory or Assets:BAR just before this gets applied? On Tue, Aug 13, 2024 at 10:26 PM Eric Altendorf wrote: > I'm getting a failure to balance validation error, and I can't quite > figure out why. Here is (a sanitized ve

Re: Debugging install & `make test` failure

Great explanation, and thank you. (I have to admit that feels like a lot of "magic" compared to the reasonable, simple, old school way of doing things.) On Sun, Aug 11, 2024 at 2:42 PM Daniele Nicolodi wrote: > On 11/08/24 06:27, Eric Altendorf wrote: > > This is mentioned on another thread, b

Re: Debugging install & `make test` failure

I couldn't reproduce precisely your error (thanks for precise and hermetic steps). However, bringing up your setup with venv, I'm seeing other problems that are related. For example, overriding PYTHONPATH, I was unable to import the *_test.py files (!?) I traced it down to some library called _bean

Re: beancount/ops/holdings.py missing from v3?

e > there is a replacement available in v3 for holdings.py? > > On Mon, Jul 29, 2024 at 10:05 PM Martin Blais wrote: > >> I can't quite recall - it's been a *long* time - but I think I refactored >> this away. >> I'm not sure if you can install both. >&g

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