Re: Per posting effective dates plugin

2021-01-16 Thread Bman Q
Red, hi Useful plugin! Did you thought about simplifying/automating syntax for " spread a lumpsum expense across time" function of plugin? Now it's # realizing expenses later, split across multiple dates 2015-02-01 * "Car insurance: 3 months" Liabilities:Mastercard-600 USD Expenses:Car:

Re: Calculating Portfolio Returns

2021-09-12 Thread Bman Q
Guys hi First of all i want to thank Martin for superb work! I have been using beancount for 2 years and flexibility / functionality beancount provides are simply amazing. I always recommend beancount on plain text accounting sub and now have 1 extra reason to suggest it :) Secondly i have sev

Re: Calculating Portfolio Returns

2021-09-12 Thread Bman Q
to define the > metadata in your bullet item 3. > > On Sun, Sep 12, 2021, 8:40 PM Bman Q wrote: > >> Guys hi >> >> First of all i want to thank Martin for superb work! I have been using >> beancount for 2 years and flexibility / functionality beancount provides

Re: newbie question around getting going on smart_importer

2021-09-13 Thread Bman Q
just put correct "2nd legs" of transaction for smart_importer to learn from basically 2020-02-14 * "CHECK 213" Assets:Personal:Checking -2100.00 USD becomes 2020-02-14 * "CHECK 213 " Assets:Personal:Checking -2100.00 USD Expenses:Personal:

Re: Calculating Portfolio Returns

2021-09-13 Thread Bman Q
item 3. > > On Sun, Sep 12, 2021, 8:40 PM Bman Q wrote: > >> Guys hi >> >> First of all i want to thank Martin for superb work! I have been using >> beancount for 2 years and flexibility / functionality beancount provides >> are simply amazing. I always recomme

Re: Calculating Portfolio Returns

2021-09-13 Thread Bman Q
er (basically same cut off as date of last price quote) then i will be fine and won't need any more price quotes ? On Sunday, September 12, 2021 at 9:59:55 PM UTC-4 bl...@furius.ca wrote: > On Sun, Sep 12, 2021 at 8:40 PM Bman Q wrote: > >> Guys hi >> >> Firs

Re: Calculating Portfolio Returns

2021-09-14 Thread Bman Q
"assumed you use the "check_commodity" plugin" - thanks for recommending the plugin, It's indeed useful and good idea making it default in v3. On Monday, September 13, 2021 at 9:33:01 PM UTC-4 bl...@furius.ca wrote: > On Mon, Sep 13, 2021 at 8:12 PM Bman Q wrote: &

Re: Calculating Portfolio Returns

2021-09-14 Thread Bman Q
ges\beancount\core\prices.py", line 303, in get_all_prices return _lookup_price_and_inverse(price_map, base_quote) File "C:\Users\Btycoon\AppData\Local\Programs\Python\Python38\lib\site-packages\beancount\core\prices.py", line 278, in _lookup_price_and_inverse return p

Re: Calculating Portfolio Returns

2021-09-14 Thread Bman Q
ash_flows_general assert not posting.cost AssertionError (same as the one you reported on github for In-kind transfers https://github.com/beancount/beangrow/issues/3 ) On Monday, September 13, 2021 at 11:15:15 PM UTC-4 redst...@gmail.com wrote: > On Monday, September 13, 2021 at 5:12:30 P

Re: Calculating Portfolio Returns

2021-09-16 Thread Bman Q
/gety9/beangrow/tree/read-me if you think they are ok i will create PR. On Monday, September 13, 2021 at 9:33:01 PM UTC-4 bl...@furius.ca wrote: > On Mon, Sep 13, 2021 at 8:12 PM Bman Q wrote: > >> thank you for your reply, >> >> i understand that beangrow is experimental,

Questions on solo 401k accounts structure / set up

2021-10-28 Thread Bman Q
Hello everyone, As always i want to thank Martin and all community for beancount, i am so glad that 3.5 years ago i've chosen beancount over other free (gnucash, etc) or paid (quickbooks, etc) alternatives. Extendability and flexibility of beancount are unmatched. And as always i have couple qu

Re: Google groups spam

2021-11-11 Thread Bman Q
+1 to this and kudos to Red for taking action / creating thread. I mark spam when i see it, but Red is right that ideally someone beside Martin should have ability to delete it. On Saturday, November 6, 2021 at 11:41:57 PM UTC-4 redst...@gmail.com wrote: > The last 5 out of 10 threads on this gro

Re: Questions on solo 401k accounts structure / set up

2021-11-11 Thread Bman Q
't i have no this issue cause i (as solo 401k) am plan administrator and will be opening / closing positions and thus know the price i purchased stock at? Or am i missing something? On Thursday, October 28, 2021 at 8:41:04 PM UTC-4 bl...@furius.ca wrote: > On Thu, Oct 28, 2021 at 6:45

Re: The Five-Minute Ledger Update

2021-11-11 Thread Bman Q
Red, thanks for the write up. It's motivating. Currently i have ingesting part fully automated, but have to manually download csv files. It takes some time, and i am thinking about automating it as well. But hesitating on ROI (time needed to maintain downloading scripts vs manually downloading

Re: Questions on solo 401k accounts structure / set up

2021-11-12 Thread Bman Q
UTC-5 bl...@furius.ca wrote: > On Thu, Nov 11, 2021 at 7:06 PM Bman Q wrote: > >> guys hi, thank you for all replies! >> >> i got everything except the "cost issue" part: >> >> "cost basis in an IRA is usually AVERAGE cost basis. Vanguard for &

Re: The Five-Minute Ledger Update

2021-11-12 Thread Bman Q
s I use support it. It's very easy to use though so if one > of your banks works with it, definitely worth trying it. > > Several of them at least still support ofx export, but from their website, > requiring selenium to get. I have to agree that selenium is not always > worth the

Re: Google groups spam

2021-11-12 Thread Bman Q
list who isn't a spammer, >> they could always join the group first. >> >> Thoughts? >> >> On Thu, Nov 11, 2021 at 3:41 PM Bman Q wrote: >> >>> +1 to this and kudos to Red for taking action / creating thread. >>> I mark spam when i see it, but Red

Re: Google groups spam

2021-11-12 Thread Bman Q
UPDATE actually i do mind a bit, Martin created great product, so let's keep our "forum" clean (on proper level) as well. Since it's a place for us to come and ask / help / share. On Friday, November 12, 2021 at 7:05:41 PM UTC-5 Bman Q wrote: > 2 weeks ago i thought abo

Re: importers and get going

2021-11-12 Thread Bman Q
Eric hi, did you end up pushing your project on github? On Thursday, June 25, 2020 at 11:32:28 AM UTC-4 er...@ericglanz.com wrote: > Jonathan, > > Are you looking to only import investment account information, or > bank/credit card transactions as well? If it's the latter, I've built a > util

Re: The Five-Minute Ledger Update

2021-11-13 Thread Bman Q
they did so for security reasons. > Vanguard and ibkr for example still offer ofx, just have to download it > from the web with a browser or use selenium. > > On Fri, Nov 12, 2021, 05:51 Bman Q wrote: > >> "Sadly ofxget compatible endpoints seem to be dying - every year les

Re: The Five-Minute Ledger Update

2021-11-15 Thread Bman Q
tage here :). Quicken has struck deals with many institutions, and > it's that interface that ofxget typically uses. > > Regardless, using ofxget is only a small part of the ingest, and is fairly > quick and easy to setup, and modular enough to easily replace in the future. > >

Re: Frustration

2021-11-16 Thread Bman Q
"I'm excited for Beancount v3's importer changes, it will hopefully mean that we can all merge our efforts on importers into one compatible format." -Ben, hi Could you please tell what changes are you talking about? (i am v2 user, not yet familiar with v3) On Sunday, February 7, 2021 at 12:55:56

Re: Frustration

2021-11-16 Thread Bman Q
I'm excited for Beancount v3's importer changes, it will hopefully mean that we can all merge our efforts on importers into one compatible format. -Ben hi, Could you please tell what importer changes are you talking about? (i am v2 user, not yet familiar with v3) On Sunday, February 7, 2021 at

Re: Frustration

2021-11-16 Thread Bman Q
"I'm excited for Beancount v3's importer changes, it will hopefully mean that we can all merge our efforts on importers into one compatible format. I'd be happy to collaborate with you on design for that Martin." -could you please explain what changes are you talking about? (i am using v2 and di

Question on investing accounts / transactions.

2022-09-11 Thread Bman Q
Hello everyone! As always thank you to Martin and community for amazing tool, i love beancount! And as always i have new questions :) This time on investing transactions side: I have following investing accounts: Assets:Investing:CSchwab:Cash USD Income:Investing:CSchwab:Int

Re: Question on investing accounts / transactions.

2022-09-11 Thread Bman Q
to keep things tidy. On Sunday, September 11, 2022 at 1:07:15 PM UTC-4 Bman Q wrote: > Hello everyone! As always thank you to Martin and community for amazing > tool, i love beancount! And as always i have new questions :) This time on > investing transactions side: > >

Re: Question on investing accounts / transactions.

2022-09-12 Thread Bman Q
rameters.) On Sunday, September 11, 2022 at 9:43:59 PM UTC-4 bl...@furius.ca wrote: > On Sunday, September 11, 2022 at 1:07:15 PM UTC-4 Bman Q wrote: >> >>> Hello everyone! As always thank you to Martin and community for amazing >>> tool, i love beancount! And as always i h

Where is bean-file located in code after 2.2.3 version?

2022-09-13 Thread Bman Q
Hello everyone! I have small function which imports from bean-file : "def my_function(): ... from beancount.ingest.file import main main() my_function()" It worked fine until 2.2.3, but after it breaks causes ingest was moved out (to be replaced with beangulp?) but when i do "bean-file"

Re: Where is bean-file located in code after 2.2.3 version?

2022-09-14 Thread Bman Q
Thank you Dan, it solved my issue. On Tuesday, September 13, 2022 at 6:17:11 PM UTC-4 dan...@grinta.net wrote: > On 13/09/2022 22:55, Bman Q wrote: > > Hello everyone! > > > > I have small function which imports from bean-file : > > > > "def my

Re: Question on investing accounts / transactions.

2023-03-09 Thread Bman Q
or i can try to use dividend_accounts parameter (cause dividend is same as expense, just differ in sign (plus/minus)) On Monday, September 12, 2022 at 7:15:11 PM UTC-4 Bman Q wrote: > "Depends how you want to account for its P/L, i.e. do you have a way to > group all the dividends a

Is it fine to combine several small stock purchase transactions in one?

2023-03-11 Thread Bman Q
When buying low volume stock often i have to split purchase in many 1-3k buy limit orders (which in turn often getting split in 5+ execution trades, some of the trades can be just 8 stock lol), so basically what for normal stock can be 1 buy transaction i can have 50+ transactions with with pur

Re: Is it fine to combine several small stock purchase transactions in one?

2023-03-11 Thread Bman Q
terBr:Cash -19,646.46 USD On Saturday, March 11, 2023 at 3:23:53 PM UTC-5 Bman Q wrote: > When buying low volume stock often i have to split purchase in many 1-3k > buy limit orders (which in turn often getting split in 5+ execution trades, > some of the trades can be ju

Closing multiple accounts in one shot.

2023-03-12 Thread Bman Q
Title, i have 20+ accounts i want to close 2018-04-01 open Expenses:Business:DivA:Hosting 2018-04-01 open Expenses:Business:DivA:Contractors ... 2018-04-01 open Expenses:Business:DivA:OfficeSupplies Is there a way to close them all in one shot? like 2023-03-01 close Expenses:Business:DivA:* --