Mortgages + Fava Extension / Time Filter

2021-12-02 Thread Scott Wallace
Hi, I'm new to beancount/fava but very impressed with it so far. I've set up a few months of data to see how things work, and one items I'd like to track is monthly cash available after expenses and mortgage payments. Since mortgage payments are partially paying down a liability (and thus, a ch

Re: Mortgages + Fava Extension / Time Filter

2021-12-02 Thread Ben Blount
I don't know of a better way. I take the same view that you describe: that the interest portion of the payment should be attributed as an Expense, principal as paying down a Liability, and any escrow taken out for the mortgage company to pay taxes+insurance on your behalf as adding to an Asset acco

Re: Mortgages + Fava Extension / Time Filter

2021-12-02 Thread Scott Wallace
Thanks for the leads! And just to clarify, my intent with the Fava extension wasn't to produce the transactions, but to calculate: income - expenses - change in prepaid principal over some period of time -- essentially, this would be an income statement with this augmented value. On Thursday,

Re: Mortgages + Fava Extension / Time Filter

2021-12-02 Thread Ben Blount
Ah that makes sense, thanks. I still think it's better to produce the transactions instead because that way all beancount tooling will work out of the box. On Thu, Dec 2, 2021, 13:54 Scott Wallace wrote: > Thanks for the leads! And just to clarify, my intent with the Fava > extension wasn't to

Re: Mortgages + Fava Extension / Time Filter

2021-12-02 Thread redst...@gmail.com
On Thursday, December 2, 2021 at 1:54:10 PM UTC-8 swall...@gmail.com wrote: > Thanks for the leads! And just to clarify, my intent with the Fava > extension wasn't to produce the transactions, but to calculate: > > income - expenses - change in prepaid principal > Hi, I'm not sure I understand

Re: Mortgages + Fava Extension / Time Filter

2021-12-02 Thread Scott Wallace
Yes, I think it's likely that a BQL query would do it; I read through the google doc on BQL, but now I see that the builtin help function shows much more than what's covered in the document... I'll scratch my head as I look over that for a while... Thanks for the lead! -Scott On Thursday, Dec