Re: predict postings (e.g. smart_importer) hook for beangulp

e using smart_importer together with fava, please make sure to upgrade to the latest release >= v1.30.3 (there was a change required for fava to run the beangulp hooks which have more arguments). Regards, Patrick On 11.03.2025 18:58, 'Patrick Ruckstuhl' via Beancount wrote: Hi,

Re: Importers, current state, IBKR

any of this. >I assume the entry points were the executables in the previous version of >beangulp but those are no longer distributed. What is replacing them? >Cheers! >On Thursday, 15 May 2025 at 10:07:54 pm UTC+2 Patrick Ruckstuhl wrote: > >> Hi, >> >> I have an impor

Re: Importers, current state, IBKR

Hi, I have an importer for ibkr, it might be useful for you or at least give you a starting point. Regards, Patrick On May 15, 2025 9:43:43 PM GMT

Re: beancount for travel and investing purposes

Hi Fab, welcome to your journey with beancount :) First for your journey questions. I think if you need/want the days, having it as a special currency instead of just metadata might be useful. This allows you to do calculations/aggregations on them, which I think you can't do with the meta

Re: predict postings (e.g. smart_importer) hook for beangulp

Hi, Yes that's it. If someone would be willing to create a pr for making smart importer work with the beangulp hooks instead of the old way, I'm sure we can get it merged and released quickly. At the moment I'm busy with other stuff so I don't have the capacity to look into doing the changes my

Re: predict postings (e.g. smart_importer) hook for beangulp

Hi, No it's not. It's running great with beancount 3, beangulp and fava with the last upgrade (did the changes after fava supported it). There are still some potential improvements to maybe drop the smartimporter hooks and use standard beangulp hooks but right now it works well. Regards, Patri

Re: Help Needed with bean-price for Stock Prices

aved automatically in a prices.bean file. Is there something I’m missing in my setup or an additional step I need to take to ensure the prices are recorded in the desired file? Thanks again for your help! Best regards, Errol On Tuesday, December 24, 2024 at 3:46:05 PM UTC+8 Patric

Re: Help Needed with bean-price for Stock Prices

Hi Errol, Did you install beanprice separately? https://github.com/beancount/beanprice I'm using alphavantage on a daily basis. You will need to set an environment variable ALPHAVANTAGE_API_KEY with a free api key from them and use it like USD:alphavantage/price:AAPL:USD Regards, Patrick O

Re: bean-price Alphavantage example

returns a nice JSON with price data in it, instantly. I let the bean-price command run for a while and it finished after a couple minutes.  I'll stew on it. On Wed, 2024-09-18 at 08:17 +0200, 'Patrick Ruckstuhl' via Beancount wrote: That sounds weird, can you try to call t

Re: bean-price Alphavantage example

: Fetching: price:AAPL:USD (time: None) DEBUG : Starting new HTTPS connection (1): www.alphavantage.co:443 <https://www.alphavantage.co:443> The API key is set: (venv):~/beancount/venv/bin$ printenv | grep ALPHA ALPHAVANTAGE_API_KEY=snipped On Tue, 2024-09-17 at 18:30 +0200, 'Patrick Ruck

Re: bean-price Alphavantage example

Hi, sure, first you have to provide the api key as an environment variable e.g. something like export ALPHAVANTAGE_API_KEY=demo and then call it like bean-price -e 'USD:alphavantage/price:AAPL:USD' -vv Regards, Patrick On 17.09.2024 14:53, 'Aaron Axvig' via Beancount wrote: Could someone

Re: Import from email notifications

Hi, not exactly the same case, but related. I created an importer which wrapps around other importers for attachments, https://tariochbctools.readthedocs.io/en/latest/importers.html#mail-adapter Maybe you can use some of it as a base for your importer. Regards, Patrick On 06.01.2024 19

Re: Dealing with commodities priced in multiples currencies.

Hi, Beancount doesn't automatically apply transitive rates. I created a plugin which does exactly that for the same use case. https://tariochbctools.readthedocs.io/en/latest/plugins.html#generate-base-ccy-prices Regards, Patrick On January 4, 2024 11:13:01 PM GMT+01:00, "Timothée GROS" wr

Re: bean-query with commodity attributes?

Hi, yes you can do that (at least the amounts, the percentage I don't think so),   'COMMODITY_META(str)': Get the metadata dict of the commodity directive of the     currency. btw. bean-query has a help and help sub commands which are very handy. Regards, Patrick On 03.01.2024 12:54, M

Re: Labeling/ marking Accounts

Hi nugget, yes you can add metadata also on an account level. You add it on the open directive. There is even bean query support for it OPEN_META(str)': Get the metadata dict of the open directive of the account. 2016-10-07 open Income:Foo CHF   tax_relevant: true Regards, P

Re: Getting commodity tracking working for individual securities

Hi Sagar, you don't need to use the same symbol name in beancount as you use for lookup. You can define it in the commodity metadata e.g. something like (I'm using alphavantage price source here, but yahoo should work the same way) 2010-01-01 commodity MYSUPERCOMMODITY     price: "USD:alph

Re: Derived prices plugin

HI, I have something like that https://tariochbctools.readthedocs.io/en/latest/plugins.html#generate-base-ccy-prices Regards, Patrick On 06.03.2023 16:11, Chary Chary wrote: Dear all, I was trying to find this, didn't have a luck. Does anyone know whether there is a what I would call a "de

Re: Getting started with beancount for my business

Hi, the accounts area always from your point of view. So what you are owed are assets, what you are owing are liabilities. I think I would model it like this The sell is the one that actually "splits" the bill into your income and into what is simply tax liability 2023-03-2 * Invoice 2023

Re: Banks moving away from Direct Connect API

Hi, I already created an integration with nordigen and have been using it for a while and it works very nicely. https://github.com/tarioch/beancounttools Regards, Patrick On 10.10.2022 11:21, Mark Scannell wrote: I was looking into this over the weekend and started working with the Nor

Re: Importers without associated files

>On Monday, August 29, 2022 at 12:42:00 AM UTC-7 Patrick Ruckstuhl wrote: > >> Hi Allan, >> >> I have actually lots and lots of importers which don't map to a file per >> se. For all of them I use actually the configuration file for the importer >> (e.g. wi

Re: How are people using importers?

Hi, Most of my importers only look at one leg (e.g. if I'm importing a credit card statement, that's only the amount). Then I use https://github.com/beancount/smart_importer as a wrapper around the import and that does based on previous transactions suggest the other legs of the transactions.

Re: Importers without associated files

Hi Allan, I have actually lots and lots of importers which don't map to a file per se. For all of them I use actually the configuration file for the importer (e.g. with credentials in it) to trigger it. That works very well for me. It's also not a problem to return entries with different acc

Re: HTTP API

Hi, Funny I had something similar created some time ago that I had also called bapi (but I have since switched stuff around so I'm no longer actively using it) https://github.com/tarioch/bapi https://pypi.org/project/bapi/ Regards, Patrick On 23.01.2022 19:29, Joshua Gilman wrote: Hi

Re: BQL: select only 1st level accounts

Try something like select root(account, 2), sum(position) or if you need more things you can also do a group by root(account, 2) On 13.01.2022 18:18, nug get wrote: Dear all, I'd like to make expenses statements on my 1st level accounts, e.g. accounts that look like "Expenses:Mainaccount" b

Re: Balance in EUR when asset price is only available in USD

Hi, there are no automated cross currencies calculated. I created a plugin that you can use which will take care of it. It will calculate "virtual" price entries based on commodity price and fx rates. https://github.com/tarioch/beancounttools https://tariochbctools.readthedocs.io/en/latest/

Re: Tracking property and shared expenses.

0% ongoing expenses) >Income:Partner:Mortgage (<-- 30% if the interest expenses) > >(I'm hoping our lender breaks down how much goes into the interest and >how much into the principal on a monthly basis, otherwise it's going >to be interesting). > >Kind regards,

Re: Tracking property and shared expenses.

nBank 700 Expenses:Interest 300 Kind regards, Jorge On Sat, 27 Nov 2021 at 19:21, 'Patrick Ruckstuhl' via Beancount wrote: Hi, It's always about splitting income/expense from asset flows So to give a more complete example for buying a flat. My assumptions - depo

Re: Tracking property and shared expenses.

Jorge On Fri, 26 Nov 2021 at 10:42, 'Patrick Ruckstuhl' via Beancount wrote: Hi Jorge, The way I would model this is, to model the flat itself as an asset and the contributions to the flat as loans. Something like this Jorge Assets:Receivable:LoanFlat Partner Assets:Receivable:Lo

Re: Tracking property and shared expenses.

Hi Jorge, The way I would model this is, to model the flat itself as an asset and the contributions to the flat as loans. Something like this Jorge Assets:Receivable:LoanFlat Partner Assets:Receivable:LoanFlat Common Assets:Flat Liabilities:LoanJorge Liabilities:LoanPartner Becaus

Re: scripting: Is there a function to get value of an account on a given date?

Hi, I would recommend to use BQL, that should allow you to easily do it. https://beancount.github.io/docs/beancount_query_language.html You can use bql also from your scripts Regards, Patrick On 26.11.2021 08:15, vijayvithal jahagirdar wrote: I am writing a bunch of python scripts to gene

Re: Surprise loans, how to retroactively book them?

Hi Casey, I would book it like this 2019-11-30 * "Insurance provider" ""   Assets:BankAccount -500.00 EUR   Expenses:Insurance 500.00 EUR 2021-10-14 * "Alice Insurance Loan" "surprise loan from 2019-11-30"   Assets:Receivable:Alice   100.00 EUR   Expenses:Insurance   -100.00 EUR 2020-11-01

Re: Does anybody use (number, currency) amounts in metadata?

Similar here, in my case I use already a string for it, this is only informational so a string is good enough. On September 23, 2021 11:03:07 PM GMT+02:00, Ben Blount wrote: >I don't, and it seems like it would be fine to have a single valued >metadata. I assume the grammar will require the key

Re: Price Conversion of Commodities

Hi, There's no out of the box conversion of prices in different currencies. I created a plugin that will automatically generate commodity prices based on fx https://github.com/tarioch/beancounttools e.g. plugin "tariochbctools.plugins.generate_base_ccy_prices" "CHF" If your commodity is pr

Re: Equivelent of not command in Beancount / Fava

Hi, to change the price you can do 2021-08-25 price Apple 1.75 USD See https://beancount.github.io/docs/beancount_language_syntax.html#prices There are also a lot price fetchers, see https://github.com/beancount/beanprice (or other custom fetchers) The last thing to be aware, that beanc

Re: How do I book taxes that have to be paid due to capital income?

Hi, Liabilities are on the same side as assets. Let me give you a couple of examples Paying with a debit card     Assets:MyBank          -5 CHF     Expenses:Coffe 5 CHF Paying with a credit card: 2021-01-01 "" "Bought a cup of Coffee"     Liabilities:Creditcard

Re: How do I book taxes that have to be paid due to capital income?

Hi, I think you're missing the expenses account for taxes. What you move to liabilities should be balanced by a tax expenses account. Regards, Patrick On June 19, 2021 12:57:20 PM GMT+02:00, Peter wrote: >Hi, > >How do I book taxes that have to be paid due to capital income, but will >only be

Re: Query to give converted aggregate balance on date?

This is part of my query select number(only("CHF", convert(sum(value(position, #"2020-12-31")), "CHF", #"2020-12-31"))) as value, number(only("CHF", convert(sum(cost(position)), "CHF", #"2020-12-31"))) as cost, account wher

Re: smart importer newbie question

s not correct and I fixed it and now it is able to train and predict. Thanks again. Jonathan On May 21, 2021, at 6:24 AM, 'Patrick Ruckstuhl' via Beancount wrote: Probably the easiest examples are for the data driven tests you can find here https://github.com/beancount/smart_impor

Re: smart importer newbie question

file is present in my beancount file. I noticed one missing and that changed what was in the training_data but still getting the warning about training data being empty. I'll keep digging as best I can but definitely can use any additional help. On Wed, May 19, 2021 at 3:16 AM '

Re: smart importer newbie question

Hi Jonathan, Let's try to figure this out. In smart importer can you printout the following stuff in smart_importer/predictor.py in __call__ around line 64 print(self.account) print(existing_entries) in load_training_data around line 91 print(training_data) and around line 95 print(

Importer Adapter to import from mail (imap) account

Hi, I created an importer adapter that allows to import statement files from an imap account instead of having the file locally. My setup consists of running fava on a remote machine. I'm having several accounts where I get the statements per mail or can easily send myself a mail with the

Re: Importer: output total cost for a currency exchange

As far as I know, this is currently not possible. The @@ notation is actually converted on an early stage of the parsing. The data model available for the importers doesn't support it Regards, Patrick On 14.05.2021 22:41, Szabó Tibor wrote: Hi all, sorry if trivial: how do I achieve this

Re: smart importer newbie question

Hm, actually that looks ok, it has the existing_entries on the interface. But to be honest I'm not super familiar with how the apply hook is hooking this in, so there might be an issue. Maybe someone more familiar with this can respond on that. Otherwise if you could install smart_importer fr

Re: smart importer newbie question

I just remembered something. The issue could be that the importer you're trying to use does not have the new interface and instead still uses the old (legacy) interface. the new one looks like this def extract(self, file, existing_entries): the old one looks like this def extract(self, file

Re: smart importer newbie question

Can you try -e instead of -f that's what I use On May 12, 2021 8:31:36 AM GMT+02:00, "jrgo...@gmail.com" wrote: >Thanks for the suggestion @Patrick. I just tried changing that but still >doesn't work. I get the exact same behavior if I call it with an empty >fileseems the -f option doesn't

Re: smart importer newbie question

Hi, I think your setup looks good, the smart importer hook is in there as otherwise you would not get the errors about not able to train. I think the issue is on your call bean-extract jonathan_smart.import ~/staging/new_bank_data.qfx -f journal/myledger.beancount > ~/staging/dud.txt My

Re: Which currency exchange rate price source to use?

Well I don't really suggest you accommodate my own currency since I may possibly be the only beancount user there. Really should be something we specify ourselves somewhere (no idea how that can be achieved). On Sat, May 8, 2021 at 8:01 AM Patrick Ruckstuh

Re: Which currency exchange rate price source to use?

y should be something we >specify ourselves somewhere (no idea how that can be achieved). > >On Sat, May 8, 2021 at 8:01 AM Patrick Ruckstuhl >wrote: > >> Hi, >> >> Thanks for getting back on this. There is the link to pypi at the very top >> with the image but it ma

Re: Which currency exchange rate price source to use?

o confused with the >initial results I was getting. > >On Tue, Apr 27, 2021 at 2:53 PM 'Patrick Ruckstuhl' via Beancount < >beancount@googlegroups.com> wrote: > >> Hi, >> >> what issues did you encounter when installing beancounttools? Should be a >>

Re: newbie question around getting going on smart_importer

Hi Jonathan, Yes the way you describe makes a lot of sense. That way it limits the amount of config you have to manually train. Regards, Patrick On 28.04.2021 08:27, jrgo...@gmail.com wrote: Hi, I've finally gotten (a) account structure I want for now (b) importers working for my 3 core

Re: Which currency exchange rate price source to use?

Hi, what issues did you encounter when installing beancounttools? Should be a simple pip install tariochbctools As for the config, probably it's tied to the way you setup your commodities. The way I have mine configured are like this 2019-01-01 commodity EUR price: "CHF:tariochbctools.

Re: Add optional base ccy argument to beanprice contract?

= BTC/EUR > > > >On Sun, Apr 11, 2021 at 4:03 PM Patrick Ruckstuhl >wrote: > >> I think my cases are often cases where there is no "original" quote >> currency. E.g. fx rates or crypto rates. At least for me it's very useful >> to specify in whic

Re: Add optional base ccy argument to beanprice contract?

ng from the caller side. >Price sources should always return numbers in original quote currencies > > >On Sun, Apr 11, 2021, 14:52 'Patrick Ruckstuhl' via Beancount < >beancount@googlegroups.com> wrote: > >> Hi, >> >> I started looking into movin

Add optional base ccy argument to beanprice contract?

Hi, I started looking into moving my price fetchers into beanprice and noticed something. Most of my price sources actually allow you to specify in which base ccy to return the result. As far as I can tell, at the moment the Source interface https://github.com/beancount/beanprice/blob/mast

Re: Beanprice custom source

What I'm using is to calculate cross rates on the flying using a plugin: So if you have e.g. a stock price in USD and the fx rate between EUR and USD, it calculates the stock price in EUR https://github.com/tarioch/beancounttools/blob/master/src/tariochbctools/plugins/generate_base_ccy_price

Re: Currency exchange rates sources

Hi, you can use https://ratesapi.io/ same api as exchangeratesapi before, simply switching the host is enough. Besides that, https://www.alphavantage.co/ free tier works also pretty well. Price fetchers available at https://github.com/tarioch/beancounttools Regards, Patrick On 10.04.

Re: Accounting for year-end income

Hi Aaron, This is a common practice, often the account is called receivable. https://en.m.wikipedia.org/wiki/Accounts_receivable Regards, Patrick On February 1, 2021 4:03:07 PM GMT+01:00, Aaron Stacy wrote: >Hi everyone, I'd like to account for 2020 income at the end of the year >that didn't

Re: InteractiveBrokers

The other api is connecting to a locally running ib client, so that's a bit more setup. On December 30, 2020 10:20:41 AM GMT+01:00, nug get wrote: > >>Are these apis only available for IBKR Pro? >no, should be available for all. >i use IBKR in it's basic product, no pro version or such. this r

Re: Get market price indirectly (convert via intermediary commodity)

Hi, I created a plugin that should help you there. It calculates the missing cross rates to your base rate https://github.com/tarioch/beancounttools On December 26, 2020 11:53:39 AM GMT+01:00, Peter wrote: >Hi all, > >is it possible to convert a lot/commodity to the current market value of my

Re: bean-query to get one single number

Hi, this is bean-query, I just limited it to the select part, for your case it would be something like number(only("CHF", convert(sum(value(position, #"2020-12-31")), "CHF", #"2020-12-31"))) WHERE account ~'Expenses' Regards, Patrick On 30.11.2020 16:02, Chary Chary wrote: Patrick,

Re: bean-query to get one single number

Hi, Do you have different currencies? Here is a (complex) example that I run to value and convert with a specific year. number(only("CHF", convert(sum(value(position, #"2020-12-31")), "CHF", #"2020-12-31"))) Let's deconstruct that from the inner parts sum(value(position, #"2020-12-31")) t

Re: Importing Python dicts?

Hi, Maybe a stupid question but, what do you want to put into the inline comments? Maybe you can put them as metadata, that way it could even be queryable if needed. Regards, Patrick On 28.11.2020 20:09, Chary Chary wrote: Martin, is my understanding correct, that by following your exampl

Re: access to metadata with bean-query

Hi François, There are a couple of targets available for querying metadata. What I usually use, is the help commands in bean-query. Run bean-query with your file and then enter "help" or for what you're mostly interested "help targets", this should list 'META(str)': Get some metadata key

Re: FIFO mode for Stock Sell

Hi, Did you indicate Fifo when opening the account? 2020-01-01 open Assets:US:Schwab:ETF:VTI VTI "FIFO" Regards, Patrick On 27.07.2020 17:21, Ghanashyam Prabhu wrote: I have the following in my beancount file. However it seems like I will always have to indicate sell transactions against

Re: looking up prices by ISIN [Was: bean-price has now moved to https://github.com/beancount/beanprice]

Hi Stefano, It's unfortunately quite painful to find free pricing information for stocks and etf. I'm using https://www.alphavantage.co/ for some of it, but it got worse lately (the don't have Swiss Traded Stocks/ETF anymore). What I now did was switch to take the prices from my broker (whi

Re: Beancount v3

Hi, I have to say I really like the vision and I see a lot of good ideas and points in there. A couple of thoughts from my side. I think splitting this up into different projects will be helpful and allow easier contributions. I think we should also have some "packaging" of the different part

Re: importers and get going

Hi Jonathan, Q1 I would say whenever you have both (or more) sides of a transactions then it's the best to import all legs. The thing is that in most cases you don't have them. On thing that I also do quite often is, that if I can import both sides of a transaction form two different sources

Re: account structure for spouse and children

Hi, I'm actually separating it at the root level. e.g. I have Assets:Joint:US:Fidelity:Brokerage Assets:Spouse1:US:Fidelity:HSA Assets:Spouse2:US:Fidelity:HSA I haven have income/expenses tracked that way Income:Joint:Food Income:Spouse1:BankFees Income:Spouse2:BankFees That way I can wi

Re: Beancount Revisited

On 19.05.2020 15:44, Justus Pendleton wrote: On Sunday, May 17, 2020 at 10:01:12 AM UTC+7, Runar Petursson wrote: My real mental block was around how to organize my beans.  Single file? Where do I put new transactions? What about staging transactions from imports? Auto-match/tag/paye

Issue #428: Support Balance entries in find_similar_entries (blais/beancount)

New issue 428: Support Balance entries in find_similar_entries https://bitbucket.org/blais/beancount/issues/428/support-balance-entries-in Patrick Ruckstuhl: Currently, the detection logic for similar entries in the ingest framework only detects similar transactions. It would be useful if that

Re: Categorizing transactions automatically on import

H On 09.04.2020 12:20, Martin Michlmayr wrote: * Stefano Zacchiroli [2020-04-09 11:13]: It can also be a wrapper class around any importer that turns a "dumb" importer into a "smart" one, that enriches transactions as you please. Is that what you're looking for here? Right, this is exactly w

Re: Categorizing transactions automatically on import

Hi Martin, Smart importer works by learning from your existing transactions. You configure it as an wrapper around your importers. The workflow I'm using is to run my importers through fava. That way I see the new trx and can adjust them if needed and afterwards they are placed in the right lo

Re: Split yearly bill to monthly: scheduled transactions? chronjob?

Hi, I created an importer for this in my tools https://github.com/tarioch/beancounttools Works also together with fava. Basically whenever you run it it will add the missing transactions. Regards, Patrick On 03.04.2020 09:25, nug get wrote: Dear all, does beancount have a scheduled tr

Re: BQL query for transfers between assets?

What I've done before that might work in your case is something like where joinstr(other_accounts) ~ ".*;Foo" Basically use a regexp against the joined string of the other accounts. On December 29, 2019 11:35:07 AM GMT+01:00, Red S wrote: >Could you replace "X in other_accounts" with "number >

Re: Docker container for beacount

Hi, are you using "Docker desktop" (requires win10 professional) or the (old) "Docker Toolbox" which also runs on windows 10 home edition. I've had issues with docker toolbox where I then needed to use the ip address that is used in the virtualbox (|192.168.99.100|) instead of localhost R

Track cost/value of external portfolio

Hi, I'm looking at how I can track an "external" portfolio in an easy way. With external I mean that I can add money to it and see it's current total value but not dig into the details of how it is invested. For example: today put 6000CHF into it, worth is 6000CHF tomorrow total worth is 7000

Re: Release my plugins/importers to github and pypi

Hi Dan, I can choose between pdf and csv when I get the monthly statement. Regards, Patrick On December 9, 2019 7:53:10 PM GMT+01:00, Daniele Nicolodi wrote: >On 08-12-2019 13:52, 'Patrick Ruckstuhl' via Beancount wrote: >> Hi, >> >> I just release a fir

Release my plugins/importers to github and pypi

Hi, I just release a first version of my plugins, price fetchers and importers to github and pypi. Maybe they might be useful for someone else as well https://pypi.org/project/tariochbctools/ https://github.com/tarioch/beancounttools Regards, Patrick -- You received this message because

Re: Revolut Creditcard - Statement (CSV) Importer?

;/Revolut-CHF.*\.csv', 'Assets:MyName:Liquidity:Revolut:CHF', 'CHF'), ] Would it be possible the use some regex to change the category if in the revolut statement is a description with "*Restaurant *"? Thanks for the help:) On Saturday, November 16, 2019 at 5:03:15 PM UTC+1, Patrick Ruckstuhl

Re: Revolut Creditcard - Statement (CSV) Importer?

, mrbur...@gmail.com wrote: Thanks :) This is for "bean-extract", right? Can you also provide me the correct entry for the config.py? On Saturday, November 16, 2019 at 3:58:14 PM UTC+1, Patrick Ruckstuhl wrote: Hi, That's what I'm currently using. It stores orig

Re: Revolut Creditcard - Statement (CSV) Importer?

Hi, That's what I'm currently using. It stores original values as meta information in original key and conversions as originalIn and originalOut | ||from dateutil.parser import parse from io import StringIO from beancount.ingest import importer from beancount.core import data from beancount.

Re: Booking Company Reimbursements from a Pre-Loaded Debit Card

Hi, the bookings should be between Assets:US:Hooli:CommuterDebitCard and your receivable account. As this wasn't an expense for you. Basically it's moving from one kind of assets (money on your card) to another kind of assets (money you should receive from your company). Regards, Patrick O

Re: beancount.prices.sources.iex.IEXError: Invalid response (403): Forbidden

= date.astimezone(us_timezone)     return source.SourcePrice(price, time, 'USD')     def get_historical_price(self, ticker, time):     return None On 19.06.2019 01:56, matthew.piz...@gmail.com wrote: I don't see that in `beancount.prices.sources`. I only see `iex`,

Re: beancount.prices.sources.iex.IEXError: Invalid response (403): Forbidden

Hi, On 17.06.2019 19:20, matthew.piz...@gmail.com wrote: What's the go-to price sources these days? I'm guessing that Yahoo and Google sources don't work anymore. What should I migrate to? I'm using https://www.alphavantage.co/ they have a free offering and has also data from different cou

Re: Separate files

There's an include directive 1. include "subdir/file.beancount" https://docs.google.com/document/d/1wAMVrKIA2qtRGmoVDSUBJGmYZSygUaR0uOMW1GV3YE0/edit#heading=h.86lelow4097r Regards, Patrick On 02.05.2019 11:57, Alen Šiljak wrote: You're right. I meant to ask, since looking at historical post

Re: Create a balance from the API

On 02.05.2019 10:26, Florian Lindner wrote: Hello, I would like to create a balance assertion -MM-DD balance Account  Amount program,atically: https://aumayr.github.io/beancount-docs-static/api_reference/beancount.core.html#beancount.core.data.Balance The parameter description in the A

Re: Auto assign to account / rename payees

Hi Florian, On 28.04.2019 11:22, Florian Lindner wrote: Am Sonntag, 28. April 2019, 01:44:07 CEST schrieb Martin Blais: > On Sat, Apr 27, 2019 at 6:28 PM Florian Lindner wrote: > > > Hello, > > > > > > I am new into beancount / ledger and currently think about how to do my > > imp

Re: Portfolio returns calculator

Hi, another way (that I'm doing) is to link the interest/dividens to the security by a 0 amount transaction on the security, that way I can easily query them. e.g. 2014-07-15 * "Dividend"   Assets:Broker:FooStock   0 FooStock   Assets:Broker:Liquidity   100 CHF   Inc

Re: Portfolio returns calculator

Hi, That looks very interesting. I'm doing something similar right now. Two things that I found necessary/helpful: * I have one interest account and I just tie it to the security by adding an empty posting. e.g. 2015-01-22 * "Dividend"   Assets:Investment:CHCORP   0

Re: Price Scope for Postings

Hi, What you're looking for is Cost. the syntax for that is 2018-09-02 * "Invoice" "1" Assets:AccountsReceivable:Company 1000 AUD { 0.70 USD }   Income:Company See https://docs.google.com/document/d/11a9bIoNuxpSOth3fmfuIFzlZtpTJbvw-bPaQCnezQJs/edit and https://docs.google.com/document/d/1W

Re: Questions about price sources

s fetched from the price source and then created a very simple plugin, which takes that price, takes the fx rate and creates a new price entry in the base ccy. Thanks again for the help, Patrick On 30-Nov-18 14:23, Justus Pendleton wrote: On Thursday, November 29, 2018 at 10:09:22 PM UTC+7,

Re: Roll-your-own importer?

Probably also worth pointing out is that using the ingest framework allows to further share and reuse functionality. E.g. smart predictions https://github.com/beancount/smart_importer Or using importers through fava https://github.com/beancount/fava On December 1, 2018 6:14:39 AM GMT+01:00,

Re: Questions about price sources

On November 29, 2018 3:13:13 PM GMT+01:00, Martin Blais wrote: >On Thu, Nov 29, 2018 at 9:06 AM Justus Pendleton >wrote: > >> On Thursday, November 29, 2018 at 6:49:30 PM UTC+7, Patrick Ruckstuhl >> wrote: >>> >>> Not really I'm accessing diffe

Re: Questions about price sources

On November 29, 2018 4:54:21 AM GMT+01:00, Justus Pendleton wrote: >On Wednesday, November 28, 2018 at 5:43:07 AM UTC+7, Patrick Ruckstuhl >wrote: > >> 3) I'm planing to fetch prices on a daily basis and write them out as > >> price directives so that if a pr

Questions about price sources

Hi, I'm starting to look into using the bean-price infrastructure and have a couple points/questions. 1) I specify the price ccy twice, on the one hand in the lookup expression and on the other hand the Source needs to also fill this in when creating the SourcePrice. As far as I can tell only

Issue #288: Use enhanced extract methods in standard importer (blais/beancount)

New issue 288: Use enhanced extract methods in standard importer https://bitbucket.org/blais/beancount/issues/288/use-enhanced-extract-methods-in-standard Patrick Ruckstuhl: It would be great to change the standard importers to use the new enhanced method. That way they can be easily used with

Re: smart_importer

Yes this is one way to use it. The other ways which are still in progress are about getting the list of possible candidates in fava On April 18, 2018 9:57:04 PM GMT+02:00, mplo...@gmail.com wrote: >Smart importer inserts payees learned from previous transactions in >beancount file? > >So we are

Re: smart_importer

Created https://github.com/johannesjh/smart_importer/issues/31 for this. We're already filtering the training data, forgot to also filter the ones where we do the predictions. On April 18, 2018 1:38:32 PM GMT+02:00, Zhuoyun Wei wrote: >I got it working, as well. Currently I am using (hard-coded

Re: Issue #257: Create a section classifier for new transactions (blais/beancount)

I think the date might actually have a meaning. E.g. if you split files by year you might have one marker in one file and another in the other and based on the date of the transaction it should go to the right one. On March 31, 2018 5:59:40 AM GMT+02:00, Martin Blais wrote: >On Fri, Mar 30, 201

Re: CI [Was: moving to GitHub?]

Did some searching and came up with https://semaphoreci.com As an option. It supports bitbucket and is free for open source. Regards, Patrick On March 31, 2018 11:02:48 AM GMT+02:00, Stefano Zacchiroli wrote: >On Thu, Mar 29, 2018 at 08:30:30PM -0400, Martin Blais wrote: >> You speak as if

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