Can you confirm the versions that got installed? Note that the latest PyPi
version of beancount is from January this year. That may or may not be what
you want. ;)
On Thursday, 28 February 2019 00:43:58 UTC+1, Chary Chary wrote:
>
> Is there anything wrong with such installation?
>
--
You rece
Just out of curiosity - would changing the data format shorten the time
required for processing? I know this is plain-text-accounting but it would
be interesting to see what effect would using SQLite have on the
performance.
It might help in reducing the load time of transactions simply due to t
Why do you think it is over the top? Wouldn't that be the cleanest way to
categorize the income?
The accounts are free.
In any case, this is a recommendation from GnuCash docs which I've been
following and found it quite easy to track income per each security, and
also to compare to the same se
I believe I read somewhere that bean-web reads the file once and keeps the
book (whatever the term is for the parsed data file) in memory for all the
queries.
If so, that is quite convenient for everyday use and offsets any
performance penalties of using Python with big files.
Speaking of which
It is very interesting to see all the things available with this.
Note that I'm currently in the toe-dip phase with plain text accounting but
I'm using an exported GnuCash book (through piecash) with all my real data.
On Sunday, 21 April 2019 19:27:47 UTC+2, Patrick Ruckstuhl wrote:
>
> and then
On Sunday, 21 April 2019 20:38:43 UTC+2, Martin Blais wrote:
>
> On Sun, Apr 21, 2019 at 2:26 PM Alen Šiljak > wrote:
>
>> I believe I read somewhere that bean-web reads the file once and keeps
>> the book (whatever the term is for the parsed data file) in memory for al
One of the reasons Beancount was the first on my list for exploring, was
that it was written in Python and I'm quite keen on using Python for mobile
development lately.
So it really looked like a perfect candidate that should run the same on
all platforms I use currently (Linux, Windows, Android
On Tuesday, 27 March 2018 20:37:56 UTC+2, Martin Michlmayr wrote:
>
> * Martin Michlmayr > [2018-03-24 16:14]:
> > I've submitted some minor pull requests and while hg is not too hard
>
> Ok, I take that back. hg is quite a bit if pain, actually. I just
> spent 30 minutes trying to figure ou
First, I'm not sure if this is a good idea with mixing user and developer
topics but I believe there is only one group (for everything)?
Since Martin sent me the link to the new (.md) docs repo, could anyone else
familiar with the current state of ideas, shed some light about the
process? You k
This has been mentioned elsewhere but I'd like to open an explicit topic
about compatibility between (H)Ledger and Beancount.
>From what I understand, Beancount syntax started from Ledger but went its
own way (as is to be expected with any two projects, people, plants) over
time.
On the other ha
On Sunday, 21 April 2019 22:04:53 UTC+2, Martin Blais wrote:
>
>
> What I'd find useful for myself is not so much having Beancount itself on
> the device, but a simple app that allows me to enter transactions easily
> and quickly on-the-go and to make it possible to extract and convert its
> d
On Sunday, 21 April 2019 22:13:09 UTC+2, Martin Blais wrote:
>
> In theory the other projects could implement a backend to the same schema
> and leverage the query tool. Just a thought.
>
If the maxim "build it and they will come" is true, it would explain why
people are turning to these tools
On Monday, 22 April 2019 00:15:22 UTC+2, Martin Blais wrote:
>
> Despite the popularity of Git, Hg is still the better choice for
> organizations that need to implement their own backend.
> It's not going away anytime soon.
> My thoughts? Git is a PIA to use, but probably inevitable eventually.
Since the new syntax processing parts are mentioned, would that mean that
account names with (one) space would be possible in the future?
I have plenty of those and, of course, the less work required to adjust
them, the better. Preferably none.
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Have you perhaps tried Ledger's CSV import? By reading the docs I had an
impression that it was fairly easy. All it requires is using Ledger's headers
in the CSV file and it would use the appropriate columns. I haven't tried it
yet, though.
If that works, you should be able to convert the result
As I posted a comment on Reddit, my thoughts went further...
I still find it a bit paradoxical that, to export the data from ledger to
beancount, one needs to install the full Perl environment with a bunch of
libraries. It's sad that something like this could not have been
implemented in Python
Hehehe
I usually get excited when I see the term Python Bindings but after a couple of
seconds of joy I remember that it probably doesn't work on Windows and I lose
the enthusiasm. I would prefer if these things worked on all platforms.
However, I still need to see if it works in Docker, in whic
I think asset allocation would do something very similar if it was granular
enough. Any significant difference to the target allocation would trigger a
warning bell.
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Hi, Francois!
Thanks for your feedback. That is interesting news.
As for MMEx, there are reasons for all those decisions and it usually
narrows down to limitations in resources (time, developers). In respect to
the Android app, Google keeps changing its rules for Play Store, and
CloudRail - whi
Michlmayr wrote:
>
> * Alen Šiljak > [2019-04-23 14:36]:
> > Ideally, as mentioned earlier, I wish I could use both beancount and
> > ledger on the same data set or at least keep them in sync.
>
> FWIW, beancount's bean-report has a ledger export, but it's fairly
Of course, I immediately skipped the one from the title.
I'm aware of the links at plaintextaccounting but have no practical
experience with tools other than the ones I put here.
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Stefano, quick question on the topic - I'm getting
"Non-standard root name Trading used; please set name_* option"
message in the resulting file. This is because I have a root "Trading:"
account for trading accounts, as implemented in GnuCash.
I see no example in the sample yml file to see how
Thanks, Martin!
account_regex is the option I'm looking for. Sorry, only now I see this
under the Accounts section in the manual. I was searching for name_* option.
>From what I remember, the Trading accounts should simply be moved under
Equity.
On Saturday, 27 April 2019 15:27:11 UTC+2, Mart
Hm, next issue (doch):
I'm using the following definition:
account_regex:
^Trading:(.*): Equity:Trading:$1
and it applies correctly for the "open" directive:
1970-01-01 open Equity:Trading:CURRENCY:AUD
while there is extra "Equity" in the journal!
2017-10-06 txn ""
Assets:Investments:Brok
Adding libxml2-util, python-dev, libxslt-dev
Ref: https://github.com/termux/termux-app/issues/8
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Wow, so the problem was lxml the whole time, not beancount. No issues
installing from PyPi after lxml was sorted.
I can now run it in Termux. Hopefully fava goes through without any issues
either.
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Hi,
Just a quick info about a GnuCash -> Beancount converter I just completed.
It can be found here:
https://gitlab.com/alensiljak/pta-converters
along with the Ledger exported, which was adapted from piecash by adding a
few parameters for filtering the data.
During the search through the gro
Thanks! I have a few more tools that I plan to adapt to Beancount data
format(s).
They range from price downloaders, asset allocation, to the mobile app.
Baby steps
I need to check the docs to see how I can implement these as plugins or
whatever extension mechanisms are supported. I see that you
A quick question regarding the current statet of multiple (or include)
files and Beancount. I'm one of those who prefer to keep certain sections
separate (accounts, prices, journal, commodities). This helps me also to
track the changes separately.
With the convenience of plain-text-accounting I
, how
can I select which ones get loaded. That's basically the question. Thanks!
On Thursday, 2 May 2019 03:52:24 UTC+2, Justus Pendleton wrote:
>
>
> On Thursday, May 2, 2019 at 8:07:37 AM UTC+7, Alen Šiljak wrote:
>>
>> A quick question regarding the current statet of
A benefit of this approach, for example, is to maintain a parallel set of
books. I.e. initially export everything from GnuCash, separate into files,
create adjustment files (for closing the accounts, previous years, etc.).
Afterwards, the export script can be run with the date filter, exporting
Thanks, Francois. You do raise a few interesting points:
On Thursday, 2 May 2019 12:06:52 UTC+2, francois PEGORY wrote:
>
> It is easier for editing but as far as I understand, in memory there are
> only one list of entry meaning that all the file referenced in the main
> file are always loaded.
Great, thanks! I missed that.
Guess I should help out a bit more with that documentation converter so
that we get a searchable documentation copy.
On Thursday, 2 May 2019 12:11:52 UTC+2, Patrick Ruckstuhl wrote:
>
> There's an include directive
>
>
>
>1. include "subdir/file.beancount"
>
>
>
In case it could be useful to someone, I've added a price converter for
ledger->beancount price format to PTA-converters
(https://gitlab.com/alensiljak/pta-converters).
I'll be using this until I adapt my price-database project to export
directly to beancount format.
Since Beancount supports o
Please note that I'm completely new to Beancount so I'd like some opinions
and pointers.
I would like to implement the Asset Allocation with Beancount, in order to
migrate the functionality I currently have in
https://github.com/MisterY/asset-allocation.
What currently happens, briefly:
- Asse
Could someone clarify the effects of @@ syntax in trades, compared to @
syntax? I have gone through a few documents related to trading and
inventories, and none of them seem to contain the "@@" term.
The GnuCash export script spits out all trades in "100 VHY @@ 320 AUD"
format. For this reason,
Also, it seems that "@ 23.00 AUD" syntax is not the same as "{ 23.00 AUD}"
during purchases.
Is {} the only valid syntax to be used for stock purchases, to identify a
lot?
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It looked fairly simple initially. Now all the gritty details are popping
up.
I set FIFO method to try to simplify but that raises different issues.
Stock transfers, stock splits, automatic sales on stock splits, etc. all
need to be adjusted manually.
It seems I will need to spend significant ti
In terms of terminology, I've seen Quicken, GnuCash, and Ledger use same terms
for lots so I find it strange that Beancount would be reinventing the wheel in
that respect. It could only cause confusion.
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I've added the {} syntax to the GnuCash export script but then ran into dozens
of problems, which I'll need to resolve over the coming days.
I.e. share transfers are now wrong. These records will need to be modified
manually in order to preserve the original cost and date. GnuCash has a
mechani
I've just gone through the Stock Splits section of Trading with Beancount
document. Based on the info there, which may be outdated, there is no way
to refer to exact lots.
However, other docs do list the option to use dates in the lot spec {
price, date }, similar to what ledger does. I've trie
bean-report ledger
option seems to ignore the date info completely for the lots. Meaning that
the export would not be accurate. The lot information would be based only
on the cost, which is incomplete.
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bean-report export_holdings shows
I'm not sure where it gets the May 1, 2019 from. This was run on May 3, and
May 1, 2017 is used for the first lot.
Not sure if this is a bug or a part of the OFX spec.
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As soon as I figure out how to see the info. :)
But yes, that's something I'd be looking to do in order to be able to use
the benefits or reports offered by the other apps.
On Friday, 3 May 2019 16:49:10 UTC+2, Martin Michlmayr wrote:
>
>
> The ledger export is quite basic. You can enhance it.
My real problem is that I have lots of small purchases over the years, and then
one big transfer to another account. I believe most of my "sales" so far were
due to funds, banks, and brokers going out of business.
So now I need to make decent adjustments to the source file to match the
positions
Wonderful! That's great news! Thanks a lot for this info. I've downloaded the
PDF versions of a few documents and will read them again during the trip
tonight. Will also try these options.
Other than that, is anyone aware of a Qif converter? If I proceed with Quicken
transfer, I'll have to wri
Fantastic! Adding to
https://gitlab.com/alensiljak/pta-converters/blob/master/conversion.md
to have a look once I get to that stage.
On Sunday, 5 May 2019 14:03:51 UTC+2, Martin Blais wrote:
>
> I keep a fork of qifparse with some bugfixes under
> https://github.com/blais/qifparse
> Works well
OK, got most of these sorted out.
I ran into an issue where the "option booking method" directive was in my
options.bean file, which is imported into the file with only import
statements.
That didn't work and it took a while to figure out that the directive is
not being applied at all. I create
This is exactly what I was expecting with the include directive:
https://bitbucket.org/blais/beancount/issues/392/booking-method-not-applied-when-used-in#comment-51970529
I find it keeps things simple and opens more doors than it closes. A
"selective" include directive is too moody for me. The m
It is interesting that the option to set the operating currency works from
included file, though. That makes it even more confusing. :)
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I think I got most of the information with
bean-report book.bean holdings --by commodity
Some things look a bit weird (a few duplicate account/commodity rows, etc.)
but this looks promising.
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While I have not looked at the related source code yet, I'm wondering what
is it that makes it hard to implement.
My assumption was that include directives would be parsed, the related
files concatenated into the end-result: a complete input file. From there
on, the actual processing of directi
ah, ok
https://confluence.atlassian.com/bitbucket/forking-a-repository-221449527.html
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Hi, I've never forked a project on BitBucket. What is the workflow there? I
don't seem to see the option to do something like that.
I'd like to submit a patch for ISO 8601 date format in ledger export and
learn how the process works, basically.
Cheers
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One more dependency is clang package. The listed ones are all installed via pkg
manager, not pip.
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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.
Otherwise I might spend some time and try to adapt it.
I have some time on my hands and would
Guys, thanks for the quick feedback! I'll be trying these tools again today.
On Saturday, 8 February 2025 at 2:01:43 pm UTC+1 t...@cyrius.com wrote:
> * Alen Šiljak [2025-02-08 03:59]:
> > Would you have any recommendations for a Ledger-cli importer? Martin used
> > to maint
During the migration, I have identified a record that causes problems and I
don't really understand why.
I am going through the trading documentation to understand the concepts
better but if someone can point me in the right direction, that would be
much appreciated.
The case seems rather simpl
es
> to be booked at cost, but you only specified the price.
>
> 10595 BYE {} @ 0.47 YEN
>
> The empty bracket content {0.47 YEN} should be automatically filled out by
> beancount.
>
> On Sun, May 4, 2025, 07:50 'Alen Šiljak' via Beancount <
> bean...@googl
Thanks for pointing this out, Simon!
I'm back to trying to convert the ledger this weekend and am hitting some
issues with porting lot sales with ledger2beancount.
hledger is giving me other issues. I guess I have to consolidate the syntax
in my ledger files first. The older data was ported from
/17Mbk2JC4KHMg3b1iXoZg-50kEI2bCoQ-?usp=drive_link
>
> On Monday, May 12, 2025 at 5:16:22 PM UTC+2 Alen Šiljak wrote:
>
>> Hi all! As I managed to port all my data, I am now adapting the tooling I
>> built around it, before I can fully switch to Beancount. I would highly
>>
s://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 <
> bean...@googlegroups.com> wrote:
>
>> Thank you for this information!
>>
>> I
Hi all! As I managed to port all my data, I am now adapting the tooling I
built around it, before I can fully switch to Beancount. I would highly
appreciate the assistance from the helpful people in this group.
I will post the questions separately so that they are easier to track.
The first que
Yes, I recently started getting
```
Received a non-success status: 429 Too Many Requests
```
from Yahoo with my pricedb tool
(https://github.com/alensiljak/pricedb-rust). Another round of tightening,
I assume. Or, perhaps, an API change?
On Friday, 9 May 2025 at 12:34:34 am UTC+2 fin wrote:
>
Thanks for the explanation, Martin.
The lot dates are already inferred from the transaction. I wonder why would
the cost not be inferred from the price, either. It would be a shortcut of
convenience.
On Friday, 9 May 2025 at 9:42:27 am UTC+2 t...@cyrius.com wrote:
> * 'Alen Šil
;
select description, sum(position)
where date between 2023-01-01 and 2023-01-31
and account ~ "Assets:"
'''
connection = beanquery.connect('beancount:' + BOOK )
cursor = connection.execute(query)
result = cursor.fetchall()
for row in result:
print(row)
Oh, I didn't realize it was a link to a Notebook. That's useful, indeed.
And seems simpler. Thank you!
On Tuesday, 13 May 2025 at 8:47:14 pm UTC+2 Chary Ev2geny wrote:
> On Tuesday, May 13, 2025 at 7:51:03 PM UTC+2 Alen Šiljak wrote:
>
> Yeah, trying the code examples now in
it out, the web page is ugly, but that's standard Google
> cluelessness, the tech behind it is second to none
>
>
>
> On Mon, May 12, 2025 at 1:53 PM 'Alen Šiljak' via Beancount <
> bean...@googlegroups.com> wrote:
>
> Thanks!! I was trying with Perplexi
Thank you for the tip.
On Monday, 26 May 2025 at 8:36:18 am UTC+2 Alen Šiljak wrote:
>
> https://github.com/alensiljak/cashier-server-python/blob/b88eeedfe6429f888444b03afe75820361df402d/main.py#L96
>
> FastAPI is just a server. It automatically converts the output to JSON.
> The q
Hi! I have a simple API that runs a bean-query
```
select account, convert(value(sum(position)), 'EUR') as value
```
to get all current balances in the same currency. Then the result is
serialized by FastAPI. Or at least it tries to.
Unfortunately, it fails to serialize Inventories with
```
TypeE
:)) Thanks a lot, guys! It looks like I will resurrect this migration
project pretty soon.
On Saturday, 24 May 2025 at 3:53:22 pm UTC+2 bl...@furius.ca wrote:
> :-)
> Happens to me too
> It's gonna get worse with vibecoding...
>
> On Sat, May 24, 2025, 08:11 Uwe Ziegenhagen wrote:
>
>> Damn, I
:
> 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'
I just hit this same issue and am wondering about the details of currencies
/ currency pairs being "active".
As a workaround, I added a couple of fake transactions
```
2025-05-23 * "FX"
Equity:Trading:Currency:USD 1 USD @ 1 EUR
Equity:Trading:Currency:EUR -1 EUR
```
so that the EUR/USD currency p
ok, the answer is here
https://beancount.github.io/docs/fetching_prices_in_beancount.html#which-assets-are-fetched
On Sunday, 25 May 2025 at 12:14:47 am UTC+2 Alen Šiljak wrote:
> I just hit this same issue and am wondering about the details of
> currencies / currency pairs being &
Hi! Is there a workaround for the async issue with caching, when using
bean-price with a custom price source?
With the cli, it is possible to use `--no-cache` but I've created a custom
price source and this is popping up. The issue is registered at
https://github.com/beancount/beanprice/issues/
Martin, thanks for the quick reply to the issue! I've replaced shelve with
diskcache and using my custom price source now spits out the results
without errors. PR pending.
On Sunday, 25 May 2025 at 1:55:27 pm UTC+2 Alen Šiljak wrote:
> Hi! Is there a workaround for the async issue with
Hi!
I just spent several hours trying to figure out how to import transactions
into Beancount, hoping to replace some custom tools I was/am using at the
moment. Unfortunately, I am no better of than when I started. At that point
at least I had hope that there is something that works. Now I'm afr
useful for you or at least give
> you a starting point.
>
> <https://github.com/tarioch/beancounttools>
>
> <
> https://github.com/tarioch/beancounttools/blob/master/src/tariochbctools/importers/ibkr/importer.py
> >
>
> Regards,
> Patrick
>
>
> O
aving a misleading
one, to be honest.
On Thursday, 15 May 2025 at 11:34:57 pm UTC+2 bl...@furius.ca wrote:
> 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 'Ale
transactions.qfx # Import bank transactions; uses
>smart_importer to classify transactions
>
>
>
> On Thursday, May 15, 2025 at 1:11:31 PM UTC-7 Alen Šiljak wrote:
>
>> Hi, Patrick!
>> Thanks. I've seen your repo, along with the ones that built on top of it
&g
This is great to see! Thanks a lot for your efforts.
On Thursday, 22 May 2025 at 11:30:17 pm UTC+2 bl...@furius.ca wrote:
> I've implemented a new option for the display precision:
>
> https://github.com/beancount/beancount/commit/89a0e48df40f7c95c7ec29f2f6028a5b3d16212b
>
> https://github.com/be
A bit OT but could someone briefly explain what is the purpose of having
queries *inside* the journal? Somehow I can't imagine any scenario for this
and would appreciate if someone would enlighten me. Perhaps there are some
useful use cases.
That said, my general approach is to separate code fr
> I imagine something like that just returns a big blob of plain text,
It returns whatever you ask it to.
I've had a bunch of lab result photos, taken with a phone, translated into
json files and later analysed and compared, for example.
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ar problem, so I now documented on how to reproduce it
>
> https://github.com/beancount/beanprice/issues/116
>
> Regards.
>
> On Friday, May 30, 2025 at 5:10:05 PM UTC+2 Alen Šiljak wrote:
>
>> Hi! I've set up beanprice to fetch prices and that seems to work. I&#
Can anyone briefly clarify how the conversions pick the commodity exchange
rates?
The issue I have is in Fava. When choosing to "convert all balances to
EUR", there are still some balances in my pension fund that show in it's
commodity, which is a fund ticker.
I have added a few prices for it i
records.
Thanks to everyone involved for creating the beancount ecosystem. This
provides high visibility and transparency into what's going on.
Looking forward to contribute bits and pieces to it.
On Wednesday, 4 June 2025 at 9:10:36 am UTC+2 Alen Šiljak wrote:
> Can anyone briefly cla
Hi! I've set up beanprice to fetch prices and that seems to work. I've also
adapted some of my price sources to work with beancount. These are publicly
available as as-price-download on github/pypi.
When running directly
```sh
bean-price -e "AUD:pricedl.beanprice.yahoo/ASX:VHY"
```
the price com
Oohhh, I had this question a couple of years ago.
https://money.stackexchange.com/questions/154316/how-can-i-identify-all-transfers-from-account-a-to-account-b-in-ledger-cli
Simon Michael did a good job getting close to solution but these systems
are inherently not made for such a thing, unfort
r, and a quick
>
> beancount2ledger bean.bc > ledgerfile
> hledger -f ledgerfile aregister checking cc
>
> gives the report I was looking for.
>
> Thanks,
>
> -k.
>
> On 2025-07-03 at 11:32 -07, 'Alen Šiljak' via Beancount
> wrote...
> &g
Interesting topic. I think I raised something similar in the Discussions in
the Beancount repo.
I haven't done much for real but was happy to experiment and see what is
possible. Admittedly, I don't see much need but I'm trying to use AI agents
for what we used to try to solve by coding. Downloa
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