Disclaimer: If I were a practical person, the below would be a
non-issue because I would simply track my income in currency and leave
it at that. Please assume at least part of my motivation is just
having fun tracking the world the way I see it, and feel free to skip
this post if you don't feel li
I noticed that if I have any transactions with whole USD usd amounts,
both bean-web and fava start reporting balances with zero digits of
precision (e.g. -7 instead of -6.97). If I comment out those
whole-number transactions, I get two digits, probably because my other
transactions have two digits.
source of confusion.
> In the meantime I want to add a new option that allows you to set the
> tolerance and precision explicitly.
> It isn't entirely obvious because there are different parts of the code
> that render numbers (bean-query, reports, and the web interface) and
> t
On Sat, 4 Jul 2020 at 06:34, Martin Blais wrote:
> Hi,
> Today I'm starting development on Beancount v3.
>
> This is going to be a pretty big change and will take a while.
> I've laid down the details in this document:
> https://docs.google.com/document/d/1qPdNXaz5zuDQ8M9uoZFyyFis7hA0G55BEfhWhrVBs
On Sat, 4 Jul 2020 at 17:00, Martin Blais wrote:
> On Sat, Jul 4, 2020 at 10:54 AM James Cook wrote:
>>
>> On Sat, 4 Jul 2020 at 06:34, Martin Blais wrote:
>> > Hi,
>> > Today I'm starting development on Beancount v3.
>> >
>> > This
>
>
> I have another gnucash file but that one is in xml format. So will be
> working on figuring out how to convert that to beancount.
>
I converted from XML by first using gnucash to save in the other format.
My notes are at
https://www.mail-archive.com/search?l=beancount@googlegroups.com&q=sub
> The notes url link below did not work for me though.
It's just a link to this same thread. I didn't realize it was the same
thread when I posted the link. My May 25 post has some notes.
James
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To
>
> Hi list,
>
> The problem: Part of my income is in stock (call it ACME). The way I
> see it, stock simply goes from my income account to my brokerage
> account. The way my tax authority sees it, there's some currency
> involved. I'd like to track my income both ways.
>
> Here's my point of view:
I notice beancount.el itself says "either version 3 of the License, or
...", both in the new repos and in the main beancount repo (before it
was deleted).
It looks like that text was added in
https://github.com/beancount/beancount/commit/6275a6a385a365065918d3c99c4410fa77aea4ed
So maybe it's actu
On Thu, 22 Oct 2020 at 15:07, Chary Chary wrote:
> Dear all,
>
> I made numerous attempts to start learning Emacs beancount mode, but never
> progressed it, since my knowledge of Emacs is also 0.
>
> Question: can somebody advice learning path for absolute Emacs beginner to
> be able to use produ
This is a minor issue, easy to work around, but I'm wondering if I'm
missing something.
How should I assert that an account's balance was 0 after it closed?
I'd like to be able to write
2020-11-09 close Liabilities:Scotiabank:Visa
2020-11-10 balance Liabilities:Scotiabank:Visa 0 CAD
but beancoun
36 PM Justus Pendleton wrote:
>>>
>>> On Sunday, November 15, 2020 at 12:30:55 AM UTC+7 James Cook wrote:
>>>>
>>>> This is a minor issue, easy to work around, but I'm wondering if I'm
>>>> missing something.
>>>
>>>
value" is being offset?)
2001-01-01 * "Income is in currency, silly"
Income:Stock-as-cad -100 CAD
Assets:Brokerage 1 ACME
Equity:Trade
(Note I've made the decision to use an explicit trading account, for
better o
On Thu, 26 Nov 2020 at 01:28, Martin Blais wrote:
> On Wed, Nov 25, 2020 at 6:23 PM James Cook wrote:
>
>> On Tue, 24 Nov 2020 at 17:50, Manuel Amador (Rudd-O)
>> wrote:
>> > You need different symbols for unvested and vested stock because they
>> are literally
On Thu, 26 Nov 2020 at 19:41, Manuel Amador (Rudd-O)
wrote:
> On 26/11/2020 00.23, James Cook wrote:
>
>
> To be clear, I feel this is no longer a problem for me. I wrote a
> plugin that does things the way I like, whether or not it's the most
> sensible.
>
> Awesom
On Sat, 25 Jul 2020 at 06:19, Martin Blais wrote:
> On Wed, May 27, 2020 at 3:48 PM James Cook wrote:
>
>> Disclaimer: If I were a practical person, the below would be a
>> non-issue because I would simply track my income in currency and leave
>> it at that. Please as
On Mon, 30 Nov 2020 at 22:12, Aaron Lindsay wrote:
> I've been working on automating some accounting tasks lately and am
> curious for feedback from others on my approach, or ideas for doing it
> better in the future.
>
> I really dislike manually organizing my ledger file. I do still want to
> l
On Wed., Dec. 2, 2020, 20:13 Martin Blais, wrote:
> On Wed, Dec 2, 2020 at 4:52 PM James Cook wrote:
>
>> On Mon, 30 Nov 2020 at 22:12, Aaron Lindsay wrote:
>>
>>> I've been working on automating some accounting tasks lately and am
>>> curious for feed
On Thu, 3 Dec 2020 at 00:32, SKlmcanskl wrote:
> I loaded the beancount.el file for emacs
> i receive the following issues:
>
> When I try beancount mode: Alt-x beancount-mode I get an error:
> (beancount-highlight-transaction-at-point): (void-function
> beancount-highlight-transaction-at-point)
I've noticed that sometimes when plugin code triggers a runtime error, I
don't get a stack trace. Here's a made-up minimal-ish example:
from beancount.core import amount, data, number
__plugins__ = ("foo",)
def foo(entries, _options):
return [data.Transaction(
flag = "*",
payee
On Wed, 9 Dec 2020 at 01:55, James Cook wrote:
> I've noticed that sometimes when plugin code triggers a runtime error, I
> don't get a stack trace. Here's a made-up minimal-ish example:
>
> from beancount.core import amount, data, number
> __plugins__ = ("
On Wed, 9 Dec 2020 at 01:59, James Cook wrote:
> On Wed, 9 Dec 2020 at 01:55, James Cook wrote:
>
>> I've noticed that sometimes when plugin code triggers a runtime error, I
>> don't get a stack trace. Here's a made-up minimal-ish example:
>>
>> fr
On Wed, 9 Dec 2020 at 02:04, James Cook wrote:
> On Wed, 9 Dec 2020 at 01:59, James Cook wrote:
>
>> On Wed, 9 Dec 2020 at 01:55, James Cook wrote:
>>
>>> I've noticed that sometimes when plugin code triggers a runtime error, I
>>> don't get a sta
Hi list,
I file taxes in both the US and Canada, for which I have to calculate
capital gains differently:
a) In Canada I'm deemed to have bought most of my assets on the date I
moved here. There's no such fiction on my US taxes.
b) When calculating capital gains, Canada taxes use average cost
On Thu, Mar 04, 2021 at 09:01:42PM +, James Cook wrote:
> Hi list,
>
> I file taxes in both the US and Canada, for which I have to calculate
> capital gains differently:
>
> a) In Canada I'm deemed to have bought most of my assets on the date I
>moved here. The
On 2021-03-04 10:49 p.m., Daniele Nicolodi wrote:
> On 04/03/2021 22:01, James Cook wrote:
>> Hi list,
>>
>> I file taxes in both the US and Canada, for which I have to calculate
>> capital gains differently:
>
> Wait a minute, do you have to calculate capital
> On Thu, Mar 4, 2021 at 4:01 PM James Cook <mailto:falsif...@falsifian.org>> wrote:
>
> Hi list,
>
> I file taxes in both the US and Canada, for which I have to calculate
> capital gains differently:
>
> a) In Canada I'm deemed to
On Sun, Mar 07, 2021 at 04:48:05AM +, James Cook wrote:
> Thanks, Martin and Ben. It sounds I should go ahead with the first step
> of my plan, i.e. entering all the data from the US point of view. After
> that I'll consult the resources you linked and see what I can put toge
On Thu, Apr 22, 2021 at 11:09:27PM -0700, Max Katsev wrote:
> Fair enough. I wanted to know if I'm missing something about the purpose of
> tracking cost in beancount and I guess the answer that it's mainly for tax
> reasons.
>
> It's not that I'm philosophically opposed to it, more like I have
On Thu, Apr 22, 2021 at 11:09:27PM -0700, Max Katsev wrote:
...
> It's not that I'm philosophically opposed to it, more like I have 5+ years
> of transactions without the cost basis and I'm not sure how to start using
> it now without having to backfill everything at once. Is there a good way
>
On Fri, Apr 23, 2021 at 05:58:10PM +, James Cook wrote:
> On Thu, Apr 22, 2021 at 11:09:27PM -0700, Max Katsev wrote:
> ...
> > It's not that I'm philosophically opposed to it, more like I have 5+ years
> > of transactions without the cost basis and I'm not su
On Fri, Apr 23, 2021 at 06:00:31PM +, James Cook wrote:
> On Fri, Apr 23, 2021 at 05:58:10PM +0000, James Cook wrote:
> > On Thu, Apr 22, 2021 at 11:09:27PM -0700, Max Katsev wrote:
> > ...
> > > It's not that I'm philosophically opposed to it, more lik
On Fri, Apr 23, 2021 at 12:05:40AM +, James Cook wrote:
...
> One issue I haven't yet thought about: I'll be entering all my costs in
> USD, which will cause this plugin to compute average cost bases in USD.
> But I need to report to Canada in CAD. This might be the kind of
On Sat, Apr 24, 2021 at 04:13:53PM +, James Cook wrote:
> On Fri, Apr 23, 2021 at 12:05:40AM +0000, James Cook wrote:
> ...
> > One issue I haven't yet thought about: I'll be entering all my costs in
> > USD, which will cause this plugin to compute average cost bas
> The plugin works by turning this:
>
> 2000-01-01 * "Buy"
> Assets:Chequing -100.00 USD
> Assets:Brokerage 5 ACME {20.00 USD}
>
> 2000-02-01 * "Sell"
> Assets:Chequing200.00 USD
> Assets:Brokerage -5 ACME {20.00 USD}
On Sat, May 01, 2021 at 02:32:19AM -0700, litt.f...@gmail.com wrote:
> Hey,
>
> I'm in a case where I create a new ledger file for every financial year.
> This works great because the file is clear and clean and, you know what you
> are working with.
>
> For the normal financial accounts creati
Maybe Income:Exchange should instead be Equity:Exchange or something?
In my mind, that money is going into the same place the converted
amounts go when you write a posting like
Income:Investments:PnL -984.48 GBP @ 1.3182 USD
Doesn't that posting use "Equity:Conversions" or something like th
On Sun, May 02, 2021 at 05:23:07PM +0100, Caesar Schinas wrote:
> Yes, I’ve been considering whether using an Equity account would solve the
> problem.
> So far I haven’t really understood how they are supposed to be used.
> I’m not completely sure if a negative value is a gain or a loss in an Equ
Hi beancount list,
I've been using a separate Beancount ledger to track shared expenses
and who-owes-what between my partner and myself, and today I wrote a
plugin to help by verifying a consistency property.
I thought I'd share, in case it's helpful to anyone else. The code is
at
https://hub.dar
Hi beancount list,
I have three questions about capital gains and trading commissions:
1. I understand Beancount 2 doesn't have good support for factoring
trading commissions into capital gains calculations. Is my example
below a reasonable workaround, or is there a better way? (See bottom
On Tue, May 04, 2021 at 10:10:50AM -0700, Ben Blount wrote:
> There's a total cost syntax, it's double curlys {{ }}. The main downside of
> it: we have limited control over the precision for non-round numbers, so
> the costs can be long (and an exact match is required if you ever want to
> match by
On Mon, May 03, 2021 at 04:52:04PM -0700, Anatoly Makarevich wrote:
> I'm very interested in trying plain text accounting, I currently use
> GnuCash, and it's turned into quite the chore now that I've gotten into
> stocks and cryptocurrencies...
>
> I recently moved countries, and expect to poss
On Sun, May 02, 2021 at 06:45:40PM +0100, Caesar Schinas wrote:
>
>
> > On 2 May 2021, at 17:35, James Cook wrote:
> >
> >> I’ve played with manually “converting” the currencies using “currency
> >> accounts” as described at
> >> https://beanco
On Fri, May 07, 2021 at 05:51:22PM +, James Cook wrote:
> On Sun, May 02, 2021 at 06:45:40PM +0100, Caesar Schinas wrote:
> >
> >
> > > On 2 May 2021, at 17:35, James Cook wrote:
> > >
> > >> I’ve played with manually “converting” the cu
On Fri, May 07, 2021 at 07:24:58PM +0100, Caesar Schinas wrote:
> On 7 May 2021, at 18:51, James Cook wrote:
> > I don't think I completely understand what you're doing. E.g. I'm not
> > sure where 977.88 GBP comes from.
>
> Ha, I’m not sure I do either, whi
On Fri, May 07, 2021 at 07:24:58PM +0100, Caesar Schinas wrote:
> On 7 May 2021, at 18:51, James Cook wrote:
> > I don't think I completely understand what you're doing. E.g. I'm not
> > sure where 977.88 GBP comes from.
>
> Ha, I’m not sure I do either, whi
On Sat, May 08, 2021 at 09:40:17PM +0800, Oon-Ee Ng wrote:
> So creating a new Transaction looks something like the below:-
>
> meta = data.new_metadata(file.name, lineno)
> txn = data.Transaction(
> meta, date, self.FLAG, None, description,
>
On Fri, May 07, 2021 at 12:44:07PM -0700, Anatoly Makarevich wrote:
> Thanks for the link, I had missed that during my initial preview phase. I
> decided to just jump right in, and I already feel that it's the right
> choice.
>
> Yes, I was referring to the lot prices. I see how it makes a lot o
On Sun, Aug 01, 2021 at 03:26:38PM -0700, Ben L wrote:
> Thanks for all the suggestions. Using
> https://hub.darcs.net/falsifian/misc-pub/browse/beancount_plugins/falsifian/parallel_average_cost.py
>
> as a starting point, I'm trying to write a plugin that will duplicate every
> transaction in
On Thu, Sep 23, 2021 at 04:54:48PM -0400, Martin Blais wrote:
> e.g.
>
> 2021-01-02 * "Some transaction"
> real_value: 123.45 USD
> ...
>
> Does anyone use an Amount type as a metadata value?
> (If I can remove it in the new version it'll simplify grammar.)
I use it a bit with plugins
> It doesn't seem right to make up some fake account to dump the difference
> into only so the transaction balances, but that's the best I can come up
> with. Any other ideas about what to do, or maybe what I can do differently
> to track this correctly?
It seems to me the question to ask is: h
On Mon, May 20, 2024 at 03:33:15AM GMT, Felipe Flores wrote:
Hey all, came here to express some gratitude for all the work you guys are
doing. I've been using beancount with fava to manage all my finances down
to the dollar for the last year or so, and I absolutely love it.
Just wanted to add th
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