Re: Is Python >=3.5 okay?

The Ubuntu docker image that I use is Python 3.5, so I don't mind. On Tue, Oct 25, 2016, 5:15 AM Daniel Clemente wrote: > > Devuan (and Debian) stable includes Python3.4, and that's what I'm using, > but I enabled the „testing“ repository and could install python3.5 easily > without dependency h

Re: vim-beancount completion not work.

Right now the cached list of accounts is only updated at initial completion request ( https://github.com/nathangrigg/vim-beancount/blob/master/autoload/beancount.vim#L92). We don't reload accounts once they've been loaded once. Quit vim and open it again. If this doesn't work, please share an exa

Re: vim-beancount completion not work.

This is something I'd like to do, but I will probably end up doing it after I add support for python3 in vim, given that we can do much more efficient data introspection having access to beancount directly in process. On Thu, Nov 3, 2016 at 8:47 AM Jason Chu wrote: > Right now the cac

Issue #145: Commodities acquired and sold within a single transaction aren't found (blais/beancount)

New issue 145: Commodities acquired and sold within a single transaction aren't found https://bitbucket.org/blais/beancount/issues/145/commodities-acquired-and-sold-within-a Jason Chu: If an account doesn't contain any lots, it's possible to have a transaction that acquires

beancount/fava and market rates

Proposal: Add market(self, date) method to Inventory ( https://bitbucket.org/blais/beancount/src/c796e5e34b8fbd05862847ff809c1240130c59e0/src/python/beancount/core/inventory.py?at=default&fileviewer=file-view-default#inventory.py-68) and add a switch somewhere in fava to toggle between cost and mar

Re: beancount/fava and market rates

> Thing I need to do is review the redundant calculations of cost, weight and > market value and refactor some things to have a single location where they > all are next to each other. That would clean up code. I'll do that. > > > > On Wed, Dec 7, 2016 at 2:14 PM, J

Re: Addendum to payee discussion - what if I DO want multiple payees in a transaction?

Usually in my case, I will use an Assets:AccountsPayable account (short term loan) as the target and then I'll tag and link the transactions with people's names or "invoice" numbers. Links would be used when the money was paid back. It is harder if the transaction has multiple payees though, you'

Re: Addendum to payee discussion - what if I DO want multiple payees in a transaction?

Doh, I meant Assets:AccountsReceivable. On Wed, Dec 21, 2016 at 3:07 PM Jason Chu wrote: > Usually in my case, I will use an Assets:AccountsPayable account (short > term loan) as the target and then I'll tag and link the transactions with > people's names or "invoice&q

Re: beancount OFX; investment inventory

An OFX parser already exists as part of beancount.ingest ( https://bitbucket.org/blais/beancount/src/397e821a48c5db2700a8a66868c5d4e68ca19bfb/src/python/beancount/ingest/importers/ofx.py ). The original design for importing into beancount is the LegerHub doc ( https://docs.google.com/document/d/11

Re: Showing decimals in fava

Do you have any transactions that are missing decimal places? I believe beancount infers tolerances based on your input, so if all/most/some of your transactions in that account are missing the cents, it might think that that particular account doesn't need cents. You could also check beancount a

Savings accounts named with purposes

Right now I have an account called Assets:US:SomeBank:HouseMaintenance because I set aside money to pay for house things. I've since moved that money to another account and I want to repurpose that account for saving for a car down payment. Now comes my fundamental question, do I rename the accou

Re: org-mode + beancount, how to quickly reorganize?

vim-beancount now supports markdown style folds, so #, ##, and ### (* is also supported) headers are folded automatically and you don't need to use {{{ anymore. On Mon, Feb 13, 2017 at 12:09 PM Alex Johnstone wrote: > I used beancount in emacs (well spacemacs) for a while, then stopped using > b

Re: org-mode + beancount, how to quickly reorganize?

, Feb 13, 2017 at 12:29 PM shaun wrote: > That sounds great. > > Could you give a quick example of what it looks like to use the markdown > style folds? I'm trying something but it doesn't seem to be working. > > > On Mon, Feb 13, 2017 at 12:18 PM Jason Chu wrote:

Re: can't get vim plugin fully working

Can you share a simple vimrc that doesn't work? I can test it to see what's up. On Tue, Feb 14, 2017, 9:15 PM senorsmile wrote: > I use pathogen and can confirm that the plugin is loading and that syntax > highlighting is working. > > However, neither folding nor autocomplete seems to work at al

Re: can't get vim plugin fully working

gt; For the sake of completion, I also have > ~/.vim/autoload/pathogen.vim > ~/.vim/bundle/vim-beancount/* > > > > On Tue, Feb 14, 2017 at 10:37 PM Jason Chu wrote: > > Can you share a simple vimrc that doesn't work? I can test it to see > what's up. > >

Re: can't get vim plugin fully working

Ah, you need to add: filetype plugin indent on You don't need the set foldmethod in there either because ftplugin/beancount.vim sets it. On Fri, Feb 17, 2017 at 12:59 PM Jason Chu wrote: > I just tried with pathogen and it didn't work. It's odd that the filetype >

Re: can't get vim plugin fully working

on 3.6. I have a .python-version set in the root of > this directory. I tried setting pyenv global 3.6.0 with the exact same > results. No clue if this is what's causing my problems or not. > > On Fri, Feb 17, 2017 at 1:04 PM Jason Chu wrote: > > Ah, you need to add: >

Confused about bean-query value() and convert() functions

I learned recently that bean-query has a value() function that returns market value of a position (contrary to the Beancount - Query Language docs). I'm trying to write a query that sums al

Re: Issue with Investment Positions/Trades

To better understand how inventories work, I highly recommend reading http://furius.ca/beancount/doc/booking. It explains why you have to select lots at all and the various booking methods you probably want to use. In addition, yegle's example is missing the PnL/CapitalGains account, so you'll ac

Re: Issue with Investment Positions/Trades

Are you suggesting I return principal to cash > but growth to a gains account on sale? If you could also clarify what you > mean by {} ambiguous matching syntax, I would really appreciate it. > > On Tuesday, March 28, 2017 at 4:03:28 PM UTC-4, Jason Chu wrote: > > To better un

Re: Confused about bean-query value() and convert() functions

rmally would maintain price conversions between their > operating currencies so this works well IMO.) > I would have made the same decision you did. It simplifies the types of queries that I've been trying to do (take all my assets and convert them into a single currency at market value

Re: Currency conversions based on price database -without re-inputting the '@ [price] [units]' each time

As long as you're fine recording all your assets and expenses in USD and converting only at reporting time to CHF, this is how you properly support the "figure out what the price was when I ask you" case. Another option would be to write a plugin that finds this class of transaction and does the p

Re: Balance, Pad, and 'why should I use an equity account'?

The "bug" you're noticing is because you haven't clicked the Pad button to show padded transactions. They exist, because they're a fundamental concept in beancount, they're just not displayed by default. On Thu, Apr 13, 2017 at 3:18 PM Oon-Ee Ng wrote: > Another thing to note is that there's li

Re: Adding a "payroll" functionality

I feel like you have another problem though. Once something has been paid out, it's a concrete transaction and you don't want it to ever change. If you're using a plugin, there is a very real possibility that you accidentally change some metadata that retroactively changes a transaction. I would

Re: Default path for importing plugins

The module you just created is tools.payroll. Given that PYTHONPATH includes the current directory, you have to go into the tools module to reference payroll. On Mon, May 15, 2017 at 10:16 AM Ian Soboroff wrote: > Sorry if this is a dumb question. I'm working on a plugin, and for some > reason,

Re: Default path for importing plugins

e missing the __plugins__ var. On Mon, May 15, 2017 at 10:48 AM Ian Soboroff wrote: > I'm sorry, I made a mistake. The plugin line does say "tools.payroll", > not "payroll". > > > On Monday, May 15, 2017 at 1:18:56 PM UTC-4, Jason Chu wrote: > >

Re: Viewing expenses in other currency

You should be able to do this with Fava (conversion dropdown in the top right) or bean-query (using the CONVERT() function). The stock bean-report/bean-web probably doesn't have anything like this. On Fri, Jul 7, 2017 at 10:35 AM wrote: > Hi, > > One last question about beancount, then I'll sta

Re: reporting balances in terms of only one currency like ledger's -X option

Fava has a drop-down that will convert all tree charts (income statement and balance sheets) to any currency. It uses the same convert functions as sql. On Sat, Aug 5, 2017, 9:58 AM Martin Blais wrote: > You can use the SQL shell's conversion function to do this. > Something like this: > > bean-

Cashflow query

I'm pretty sure it's possible to write a cashflow bean query something like this: select root(account, 4), convert(sum(position), 'USD') FROM has_account('Assets') OPEN ON 2017-01-01 WHERE not account ~ 'Assets' group by 1 order by 1; This shows me all the transactions that included a Assets acco

Re: Tips for speeding up Beancount?

Have there been any tests with cython? I've had great results converting methods into c functions with type annotations. Would it be worth the additional dependency? Or possibly we could make it an optional dependency if done properly. On Sun, Aug 20, 2017, 10:35 AM Matthew S. Harris wrote: > On

Re: Tips for speeding up Beancount?

> On Sun, Aug 20, 2017 at 2:21 PM, Jason Chu wrote: > >> Have there been any tests with cython? I've had great results converting >> methods into c functions with type annotations. Would it be worth the >> additional dependency? Or possibly we could make it an optiona

Re: Recording in-kind (ACATS) transfers

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

Issue #191: beancount.core.Inventory should be a dict when Costs have dates (blais/beancount)

New issue 191: beancount.core.Inventory should be a dict when Costs have dates https://bitbucket.org/blais/beancount/issues/191/beancountcoreinventory-should-be-a-dict Jason Chu: The claim in https://bitbucket.org/blais/beancount/src/621cec5ed38bcd128a3502a3b5c367f283deffe2/beancount/core

Re: Realized and unrealized currency gain

The reason you don't usually track cost basis for currency conversion is because usually you just spend the money you get after doing the conversion. Knowing that the 5 USD you just spent on ice cream used to be 7.5 CHF and reporting it as a realized gain isn't usually required. Your situation is

Re: fava in a public server

I still have a document to write that explains how I set all this stuff up, but as was pointed out by yegle, I use oauth2_proxy and letsencrypt to protect access to my publicly addressable fava instance. On Wed, Dec 6, 2017 at 7:58 AM yegle wrote: > There were discussions in the past to utilize

Re: Need help converting from gnucash

I can report that this was able to convert my 2014 and 2015 files no problem. Now I just have to backport all the transactions... So thanks for that. ;) On Sat, Dec 9, 2017, 5:16 PM Martin Blais wrote: > I added this to the contributions index. > Thanks! > > > On Mon, Dec 4, 2017 at 9:17 PM, An

Re: fava in a public server

have a workaround for it? > > On Wed, Dec 6, 2017 at 10:55 PM, 'Paulo Matos' via Beancount < > beancount@googlegroups.com> wrote: > >> I will take a look at oath2_proxy. Thanks for the reference. >> >> On 06/12/17 18:03, Jason Chu wrote: >>

Re: fava in a public server

n Tue, Dec 12, 2017, 6:57 AM Jason Chu wrote: > That's extremely weird. My changed/ requests do have a Cookie header. > Changed detection works fine for me. Maybe clear cookies or clear site data > to re-authenticate? > > On Mon, Dec 11, 2017, 10:35 PM yegle wrote: > >

Re: bean-query tax loss harvesting

It looks like the Flattening Inventories in Beancount - Query Language ( https://docs.google.com/document/d/1s0GOZMcrKKCLlP29MD7kHO4L88evrwWdIO0p4EwRBE0/edit#heading=h.agpdf4fbvn2) covers the use case you want. Unfortunately it's a future feature. I wonder how hard it would be to implement... On

Re: Beancount on PyPi

On Fri, Mar 23, 2018 at 10:30 PM Martin Blais wrote: > How would you feel about me baking an official 2.0 stamp on the current > tip? > I was waiting to finish the doc integration to do this and adopt semantic > versioning. > > I don't think I will wait to close all the tickets before I make numb

Re: fava in a public server

I never ended up documenting it. I still mean to, but I wish things weren't held up on me, given how little free time I have. On Tue, Apr 3, 2018 at 2:55 PM Martin Michlmayr wrote: > * Jason Chu [2017-12-06 17:03]: > > I still have a document to write that explains how I set

Re: fava in a public server

10:35:26PM +0000, Jason Chu wrote: > > I never ended up documenting it. I still mean to, but I wish things > weren't > > held up on me, given how little free time I have. > > FTR the documentation which I contributed to setup Fava with > ReverseProxy with Apache was rem

Re: Question on file organization.

I use subsections. My file looks something like this: # Options # Commodities # Equity Accounts # Assets # Canada Banking ## Institution1 ### Account1 ### Account2 ## Institution2 ### Account3 # US Banking ... # Investing ... # Liabilities ## Account4 ## Account5 # Expenses # Employment # Income #

Re: bean-doctor context

vim-beancount uses it ( https://github.com/nathangrigg/vim-beancount/blob/8b8073706f800f10acc5e107fe2d77f68bcc3458/autoload/beancount.vim#L255). There is code to handle the root file case, but it isn't used for context. I should probably fix that. On Tue, Apr 17, 2018, 5:28 PM Martin Blais wrote:

Issue #287: oanda and yahoo sources fail with caching (blais/beancount)

New issue 287: oanda and yahoo sources fail with caching https://bitbucket.org/blais/beancount/issues/287/oanda-and-yahoo-sources-fail-with-caching Jason Chu: If my price source looks like 1841-01-01 commodity CAD export: "CASH" name: "CA Dollar" price: "USD:yahoo

Re: Error installing beancount 2.1.0

Are you installing with Docker bychance? https://github.com/beancount/fava/blob/master/contrib/docker/Dockerfile#L13 This line is wrong now, the beancount installer depends on an .hg or .git directory existing (whether that's a bug is a different story). I'll submit a PR to fix the Dockerfile. O

Re: How to automatic wirte in .beanount file specific price information？

A command like bean-price file.beancount >> file.beancount Will create new price directives and append them to your beancount file. Assuming you wrote all your commodity price metadata correctly. Just be sure to remember both > otherwise you'll overwrite your entire beancount file. I use git to

Re: How showing fava statements decimal?

I'm pretty sure the number of decimal places is controlled by the input to beancount. If you always refer to your units as whole numbers, you'll see no decimals, but if you use 1.00, you'll see 1.00 in all the reports. On Thu, May 17, 2018 at 7:49 AM wrote: > I need number of account show decima

Re: Trying to get Fava to provide customized report

If I understand your request correctly, you should be able to use fava-collapse-account to have some accounts collapsed by default. I use it for hiding the commodity accounts within an investment account. https://github.com/beancount/fava/blob/master/fava/help/features.md#displaying-only-relevant-

Re: Booking the taking of PTO and vesting of RSUs

Because it's a commodity and not at cost, I believe you want to use CONVERT(SUM(position), 'USD') instead of VALUE() because it doesn't have a market value, but it does have a conversion rate on a particular day. I would say this is correct because you don't care what the value of the thing (vacat

Re: Beancount with large journals

If my vote counted (which I don't expect it does), I'd vote for go over c++ because I'm more familiar with it as my job has a lot more of that coding day to day. On Mon, Feb 18, 2019, 12:35 PM Shreedhar Hardikar < shreedharhardi...@gmail.com> wrote: > Will the rewrite in C++ really help speed tha

Re: help structure my savings/allowance accounts

This has probably been written better, but I don't think you want to use an Allowance account like that, unless you don't care about the types of things you buy with your allowance. For example, I care if I spend my allowance (in my case I call it discretionary money) on eating out, buying random t

Re: "ValueError: Invalid account name:" when transaction is in an include file

This is a known bug in beancount: options aren't inherited by included files. https://bitbucket.org/blais/beancount/issues/317/initialize-included-files-with-some On Mon, Sep 16, 2019 at 1:23 PM wrote: > Hi! > > My beancount file is now about 15000 lines long, so i thought it would be > good to

Re: Docker container for beacount

Check out https://github.com/beancount/fava/tree/master/contrib/docker . It should have everything you need. On Tue, Nov 26, 2019 at 11:12 AM nug get wrote: > Hello, > is there a "official standard docker container" around here, or could > someone set it up, such that I just plug it in and have

Re: Goodbye bean-web, bean-bake, bean-report. What about bean-price?

I have commodity lines in my beancount file and use bean-price to append prices whenever I feel like it. I'm curious why that doesn't work for other people and why they need their own scripts. On Wed, Jul 8, 2020, 8:29 PM Vivek Gani wrote: > > BTW, does anyone use "bean-price"? >> I suspect many

Re: The Five-Minute Ledger Update

Keeping up with my own finances was lagging behind until I found this set of posts. They helped me to reduce the overall time it will take to process everything (though I doubt I'll get it down to 5 minutes like you). I'm excited to continue reading about your setup as you publish, but I'm especia

How should unrealized gains be surfaced in fava?

There's the unrealized gains plugin that will apply unrealized gains as the last transaction. That part is pretty cool. My guess is it'd be pretty easy to modify to support transactions for every entry in the price db. But the real question is, is this the right way to surface market price in fava

Re: Reconciling credit card statements

tion for each statement, you'll be able to > reconcile each billing cycle separately. > > On Sun, May 8, 2016 at 2:01 PM, Jason Chu wrote: > >> Every time I import transactions from my credit card the balance lines >> never match up. I understand this is because transa

Re: Reconciling credit card statements

s was because the date of the transaction was the date it was charged, not the date it was debited (or whatever the term is) from the account. On Sun, May 8, 2016 at 9:15 PM Zhuoyun Wei wrote: > > 2016-05-08 21:10:14 yegle : > > > > On Sun, May 8, 2016 at 9:00 PM, Jason Chu wrote:

Re: Reconciling credit card statements

too often. > > One day the whole issue of posting precise dates for each side of a > transaction will be handled elegantly. I haven't cared too much myself yet, > but I see so much interest for it from many people. > > > > > > On Mon, May 9, 2016 at 12:33 AM, J

Issue #127: Unrealized plugin only generates unrealized transactions after the current date (patch included) (blais/beancount)

New issue 127: Unrealized plugin only generates unrealized transactions after the current date (patch included) https://bitbucket.org/blais/beancount/issues/127/unrealized-plugin-only-generates Jason Chu: This patch will generate an unrealized transaction for once per month, negating the

Issue #132: bean-query csv output format (blais/beancount)

New issue 132: bean-query csv output format https://bitbucket.org/blais/beancount/issues/132/bean-query-csv-output-format Jason Chu: When do you think bean-query will support csv output? I'd like to be able to expand the vim-beancount autocomplete code and it seems like using bean-query t

Re: Duplicate matching for importers

This may actually explain something that I've noticed recently also. I was pretty sure transfers from one account to another were matched when I imported from the second account (exactly the situation you described except two Asset accounts). I'm fairly certain this result is actually a regressio

Re: Transactions in one ledger or split in multiple ledgers (using the include statement)

> > > A couple were already mentioned like searchability and navigation. > Cross-institution transactions is another good one. Also my autocomplete > (Vim) does not work when the accounts are not in the same file. > Assuming you use vim-beancount, this is not actually true: https://github.com/nat

Re: "A valid price for … could not be found"

I had to use the add_implicit_prices plugin ( https://bitbucket.org/blais/beancount/src/5e2dcbfc81b15cfbaa9d743ee87d8f4f26eaf0cb/src/python/beancount/plugins/implicit_prices.py?at=default&fileviewer=file-view-default) to turn entries like these into prices. You should try out my unrealized_periodi

Re: Google groups spam

I wouldn't mind being a moderator, this list is pretty low traffic. I wonder if Martin would be open to having additional moderators. I also wonder if forcing non-members to go through moderation directly (i.e. making someone approve their emails) would help limit the spam on this list. If someone

Re: Google groups spam

I am curious how many non-subscribers we have sending email to the ML. Are we trying to optimize for a situation that doesn't actually exist, thus causing a worse experience for all subscribers? On Wed, Feb 23, 2022 at 12:16 PM Simon Michael wrote: > On 2/23/22 4:49 AM, Alan H wrote: > > I'm als

Re: Google groups spam

ing to check the queue regularly - I'm on that list (I'd volunteer to >> check) but I don't have the established credentials that someone like Red >> or Martin (or most of you) have. >> >> A >> >> >> On Wed, 23 Feb 2022 at 21:58, Jason Chu w

Re: Google groups spam

On Wed, Feb 23, 2022 at 5:45 PM Martin Blais wrote: > On Wed, Feb 23, 2022 at 8:07 PM Jason Chu wrote: > >> I counted 15 in my spam folder, inbox, and trash in that same time period. >> >> https://groups.google.com/g/beancount/c/L2kishqjKbA >> https://groups.google