Recording in-kind (ACATS) transfers

2017-08-25 Thread Justus Pendleton
In a post from last year[1] there is an example of how to record an in-kind transfer which seems straightforward enough. 2016-02-01 * "In-kind Transfer" Assets:BrokerageA:NYSE -100 NYSE {10.00 USD} Assets:BrokerageA:NYSE -100 NYSE {11.00 USD} Assets:BrokerageB:NYSE 100

Re: Recording in-kind (ACATS) transfers

2017-08-25 Thread Daniel Clemente
> However, if you have lots of lots having to list them all (twice!) is a bit > painful. Is there a shorter syntax that I haven't found? > > The scenario is: imagine after doing years of monthly purchases you switch to > a new brokerage. You might have 100+ lots. Ideally you > just want to type

Re: Recording in-kind (ACATS) transfers

2017-08-25 Thread Jason Chu
bean-doctor can give you the same sort of context as what you're seeing in the web interface. Both the vim and emacs plugins support looking up a transaction's context (I know the vim plugin is c). From there you can just copy and paste the lines. When getting the context in this way, the lots a

Re: Recording in-kind (ACATS) transfers

2017-08-25 Thread Justus Pendleton
On Friday, August 25, 2017 at 11:20:34 PM UTC+7, Daniel Clemente wrote: > > When I need to move all lots, I write the transaction without the lots (so > it doesn't balance) > How do you write this? I tried a few variants but I must be dim this morningbecause I couldn't make it not balance li

Re: Recording in-kind (ACATS) transfers

2017-08-25 Thread Martin Blais
On Fri, Aug 25, 2017 at 12:49 PM, Jason Chu wrote: > bean-doctor can give you the same sort of context as what you're seeing in > the web interface. Both the vim and emacs plugins support looking up a > transaction's context (I know the vim plugin is c). From there you > can just copy and paste

To group or not to group

2017-08-25 Thread mankoff
Hi, I'm trying to understand best-practices for entries, and if there are pros/cons to grouping transections in one entry, or splitting it up. The following is based on going to IKEA, eating lunch, buying a piece of furniture with a US CC, and getting it delivered. 2017-08-25 * "IKEA" Assets