Downsides of not tracking the cost for investments

2021-04-21 Thread Max Katsev
Hello everyone, I'm trying to switch from gnucash to beancount and having some trouble with the concept of tracking investments at cost. I feel that I've RTFM'd enough to understand the mechanics of cost vs price, but I'm not sure about the benefits of using cost in the first place. Simply put

Re: Downsides of not tracking the cost for investments

2021-04-22 Thread Max Katsev
u'll have to redo your sales (reductions), but that's something > you'd have done anyway, so it's no extra overall effort. > > For me, modeling commodities held at cost was one of the huge reasons I > switched from ledger (and gnucash before that) to beancount. And v3

Re: Downsides of not tracking the cost for investments

2021-04-22 Thread Max Katsev
ue of your investments. > Make a Google sheet, publish it, and then use wget to download the results. > > On Thu, 22 Apr 2021 at 03:43, Max Katsev wrote: > >> Hello everyone, >> >> I'm trying to switch from gnucash to beancount and having some trouble

Re: Downsides of not tracking the cost for investments

2021-04-22 Thread Max Katsev
nsider it income when my 401k provider decides to automatically swap out the ETF I own to a different share class with a different ticker and price. On Thursday, April 22, 2021 at 10:21:49 PM UTC-7 redst...@gmail.com wrote: > On Thursday, April 22, 2021 at 6:49:49 PM UTC-7 Max Katsev wrote: &

Re: Downsides of not tracking the cost for investments

2021-04-23 Thread Max Katsev
00, 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&#x

bean-query balance weirdness

2025-04-27 Thread Max Katsev
I'm trying to make a query that would return networth over time. With a lot of experimentation, I've found that SELECT year, month, last(balance) WHERE account ~ 'Assets|Liabilities' works (using the examples/simple/basic.beancount ledger from the github repo): year mo

Re: bean-query balance weirdness

2025-04-27 Thread Max Katsev
t; <https://groups.google.com/g/beancount/c/pEeDNcGhq3o/m/gpC1p011BwAJ>, and > so far came to the conclusion, that usage of the *balance *is somehow is > not very suitable for getting the Net Worth > > On Sunday, April 27, 2025 at 7:57:32 PM UTC+2 Max Katsev wrote: > >&g