Re: Thank you Fava

Wow, that is an incredible story! I had no clue. So glad you're fine now :). If you ever visit the US, I owe you a beer or ten. On Sun, Jan 15, 2017 at 1:06 AM, Dominik Aumayr wrote: > A little backstory: > > In fall 2015 I was in a hospital bed, getting chemotherapy. I was reading > HN on my p

Re: [Bitbucket] Issue #392: Booking method not applied when used in included file (blais/beancount)

Related, I'm guessing: I'm unable to use the plugin directive from an included file. +1 for Stefano's comment earlier about include being transparent, so refactoring the source files has no effect. -- You received this message because you are subscribed to the Google Groups "Beancount" group.

Zerosum plugin, now 5x faster

Performance improvements in Beancount and Fava exposed performance issues with the Zerosum plugin. It's now fixed. I get a 5.5x improvement (4s -> 0.7s for matching ~5k postings). https://github.com/redstreet/beancount_plugins_redstreet/tree/master/zerosum Tests and features most welcome. --

Re: Portfolio returns calculator

Nicely done. It's simple, works for all my use cases, and compares correctly to what I see at my institutions. Thank you for sharing this! These are some of the things I'd love to see, and will start coding them up soon. Are you open to PRs? - accounts specifiable via a regex (I use top-level h

Retaining cost bases through conversions

Existing mutual fund shares occasionally get converted to a different class of shares. The resulting class typically has a different NAV, so the transaction ends up looking like: 2011-01-01 * "Mutual fund exchange: upgrade share class" Assets:Investments:Taxable:Vanguard-Pre-75305462 -35.010

Re: Retaining cost bases through conversions

relationship, I was wondering if there was any easier way I'm misisng. On Monday, July 1, 2019 at 10:48:30 PM UTC-7, Martin Blais wrote: > > Use cost syntax on both legs: {...} not @@ > > > On Tue, Jul 2, 2019 at 1:35 AM Red S > > wrote: > >> Existing mutual fund sha

Re: Retaining cost bases through conversions

;s only worth optimizing what's done frequently IMHO. > For now: > - Use bean-doctor context to get the contents of the account before the > transaction > - Copy paste a few numbers > > > On Thu, Jul 4, 2019 at 12:39 AM Red S > > wrote: > >> Right, but that

Re: How to manage transactions, which are split across several files

This is something the Zerosum plugin automates: https://github.com/redstreet/beancount_plugins_redstreet/tree/master/zerosum -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an

Asset allocation analysis tool

An asset allocation analysis tool that uses Beancount is here: https://github.com/redstreet/beancount_asset_allocation Contributions welcome. Understanding the asset allocation of a portfolio is important. This script reports your current portfolio's asset allocation. Configuration You specify

Re: Documentation is now read-only

This is terrific. It loads so much faster than google docs, doesn't need an app/sign in. Thank you for doing this. May I know what you had in mind for the update policy? How up-to-date with the originals will this be? Thanks again! On Friday, August 2, 2019 at 2:18:20 AM UTC-7, Kirill Goncharo

Re: Asset allocation analysis tool

and reporting to a spreadsheet that is updated with live market > data. > > > > > > On Sun, Jul 14, 2019 at 1:06 AM Red S > > wrote: > >> An asset allocation analysis tool that uses Beancount is here: >> https://github.com/redstreet/beancount_asset_allocation &

Re: Asset allocation analysis tool

7 BNCT |-- Brokerage 1 BNCT `-- XTrade 2 BNCT 10 COFE On Saturday, July 13, 2019 at 10:06:30 PM UTC-7, Red S wrote: > > An asset allocation analysis tool that uses Beancount is here: > https://github.com/redstreet/beancount_a

Re: Asset allocation analysis tool

That's great. It would be very helpful if you posted your fava plugin. It's fine if it's rough around the edges. Thank you! -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an e

Active currency holdings and average cost booking

I'm trying to get a list of currencies active as of a given date in order to download prices. However, I get way more currencies than are truly active because I have accounts that need average cost booking, which I've so far booked this way until that feature is available: 2016-01-06 * "buy"

Re: Active currency holdings and average cost booking

, but that shouldn't matter much. Do others have this issue at all? Thanks! On Tuesday, November 26, 2019 at 10:14:34 AM UTC-8, Martin Michlmayr wrote: > > * Red S > [2019-11-25 02:18]: > > 2016-01-07 * "sell" > > Assets:Inv -10 XYZ @ 8 USD > > As

Re: Tracking expenses that are really transfers

You are wanting two different views (reports) into the same set of transactions. I ran into similar needs, and wrote a plugin to rename accounts, that I turn on or off depending on what kind of reporting I want. In your first and second examples, you'd turn on (or off) the following renames usi

Re: Active currency holdings and average cost booking

omehow, in your specific > case because you're selling the entire position (all of the 10 units) > Beancount is able to match it against the full set of positions and > reduce that, so this would run without errors: > > 2016-01-07 * "sell" > Assets:Inv -10 XY

Re: Tracking expenses that are really transfers

I meant to include a link but forgot! Here it is: https://github.com/redstreet/beancount_plugins_redstreet/tree/master/rename_accounts -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it

Re: Asset allocation analysis tool

t; using 'asset-class' and 'asset-subclass' metadata labels on commodities." > > Let me know if you have any issues running it. Should work though haven't > personally tried since doing some renaming. > > On Saturday, August 31, 2019 at 4:55:26 PM UTC

Re: BQL query for transfers between assets?

Could you replace "X in other_accounts" with "number > 0"? -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this disc

Re: Grouping BQL columns

Did you try: > help targets Listed there is YMONTH(): SELECT YMONTH(date), account, sum(cost(position)) WHERE account ~ 'Assets:Banking:Institution:*' and joinstr(other_accounts) ~ 'Liabilities:CreditCards' GROUP BY YMONTH(date), account ORDER BY YMONTH(date), account DESC On Sun

Per posting effective dates plugin

I find being able to specify different dates for different legs (aka postings) of a transaction to be valuable. I was using a plugin I'd hacked up for a long while, and I finally got around to rewriting it to allow for per-posting dates with configurable holding accounts. Sharing it. Feedback w

Re: Per posting effective dates plugin

Thanks for the feedback! Responses inline: On Sunday, March 1, 2020 at 7:13:58 AM UTC-8, Justus Pendleton wrote: > > On Sunday, March 1, 2020 at 4:09:52 AM UTC+7, Red S wrote: >> >> I find being able to specify different dates for different legs (aka >> postings) of a tr

Re: Per posting effective dates plugin

t 3:57:23 PM UTC-8, Red S wrote: > > Thanks for the feedback! Responses inline: > > On Sunday, March 1, 2020 at 7:13:58 AM UTC-8, Justus Pendleton wrote: >> >> On Sunday, March 1, 2020 at 4:09:52 AM UTC+7, Red S wrote: >>> >>> I find being able to

debugging importer

Search for 'def extract' in siddhanth's importer, and insert a few print statements there to get started. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount

Re: Per posting effective dates plugin

To clarify: the links now look like: ^edate-141215-xlu, to refer to an original transaction date of 2014-12-15. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to bea

Re: Per posting effective dates plugin

> All of my transactions are manually entered since cash payments make up > >50% my transactions and my primary bank account & credit card don't have > any kind of export, so zerosum doesn't fit my use case, unfortunately. But > I can how it would work with importers. effective_date looks like

Holdings query output in fava

When I go to the Holdings page in fava and click "Query", it drops me into the query page with what's presumably the query run for the Holdings page. 1) However, when I run that query, the output is different from what I get on the output page. I see one difference is, sold lots appear on the q

Re: Tab Completion for Vim?

Yes. https://github.com/nathangrigg/vim-beancount What does company do? On Saturday, March 7, 2020 at 9:34:08 AM UTC-8, Toby wrote: > > Hi, > > I am just curious to know if there is a tab completion for Vim as there is > for Emacs. > Also curious to know if there is a functionality like > comp

New tool: Tax loss harvester for beancount

I cleaned up a tool I've been using to find opportunities to do tax loss harvesting from my beancount file, and am sharing it here . A well crafted query may get you a rough list, but I find a few bells and whistles to be far more usefu

Re: Holdings query output in fava

Found the filter in fava/templates/holdings.html {{ querytable.querytable(contents, result_types, result_rows, filter_empty=units_column.get(aggregation_key, 1)) }} aggregation_key is one of the "tabs" ("holdings by [all, account, currency, cost_currency")). -- You received this message becau

Re: Holdings query output in fava

If someone has pointers on how the syntax works in fava/templates/*.html files, I'd most appreciate it. I'd love to write a few fava plugins, and not having to reverse engineer the syntax would be awesome and much faster :). Thank you! -- You received this message because you are subscribed to

Re: Holdings query output in fava

Found the answer for (2) as well: query.run_query(numberify=True) On Saturday, March 7, 2020 at 2:48:11 AM UTC-8, Red S wrote: > > When I go to the Holdings page in fava and click "Query", it drops me into > the query page with what's presumably the query run for t

Re: New tool: Tax loss harvester for beancount

u prefer having this in fava? On Monday, March 9, 2020 at 5:54:55 PM UTC-7, Justus Pendleton wrote: > > On Sunday, March 8, 2020 at 7:54:03 AM UTC+7, Red S wrote: >> >> I cleaned up a tool I've been using to find opportunities to do tax loss >> harvesting from my beanc

New Fava extension: Tax loss harvester

I recently shared a beancount tool for identifying tax loss harvesting opportunities. This is the fava plugin version. Starting a new thread for this because these these are different code bases, and I intend primarily to develop t

Re: New tool: Tax loss harvester for beancount

ion. But I basically print one table for each security, hence the header/footer. Thanks a bunch for the feedback! On Monday, March 9, 2020 at 6:30:06 PM UTC-7, Red S wrote: > > Great feedback, thanks! Fixes for all your points coming very soon. > > Meanwhile, I'm working

Re: New tool: Tax loss harvester for beancount

d line tool, in addition. On Saturday, March 7, 2020 at 6:37:13 PM UTC-8, Martin Blais wrote: > > Thank you for sharing RedS! I've added a link to the contributions doc. > > On Sat, Mar 7, 2020 at 7:54 PM Red S > > wrote: > >> I cleaned up a tool I've been using to f

Re: New Fava extension: Tax loss harvester

On Wednesday, March 11, 2020 at 2:43:55 AM UTC-7, Justus Pendleton wrote: > > It looks like if account_field is set to LEAF(account) then the URLs for > the accounts are broken -- they take you to my-personal-ledger/account/LEAF > instead of my-personal-ledger/account/Assets:Tree:Leaf > I noti

Re: New Fava extension: Tax loss harvester

Summary on top grouped by commodity (thanks Justus Pendleton for the idea). Also, washes have been merged into a single table. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send a

Re: New Fava extension: Tax loss harvester

now included On Friday, March 13, 2020 at 1:16:46 AM UTC-7, Red S wrote: > > Summary on top grouped by commodity (thanks Justus Pendleton for the idea). > > Also, washes have been merged into a single table. > > -- You received this message because you are subscribed to

Re: New tool: Tax loss harvester for beancount

Hello Martin, I've combined both the beancount command line client and fava extension into https://github.com/redstreet/fava_tax_loss_harvester. It'd be great if you could point to that repo in the contributions doc. Thanks! On Tuesday, March 10, 2020 at 11:35:44 PM UTC-7, R

Stock splits / share class change

When stock split or share class changes occur, the cost of many (tens, hundreds) of dated lots may need to be scaled, while retaining the dates, as mentioned here: https://xuhcc.github.io/beancount-docs/19_trading_with_beancount.html#stock-splits https://xuhcc.github.io/beancount-docs/27_a_propo

Investment tools for fava

One area that is missing in fava today is investment tools. I've found Beancount to be very well designed to capture and represent almost anything necessary for handling investments in the realm of personal finance (thanks, Martin!), and Fava to be a terrific front end (thanks, Fava authors)!

Re: Investment tools for fava

Great! Reg. IRR, here are the ones I've looked at: 1) https://github.com/hoostus/portfolio-returns - simple, money-weighted 2) https://github.com/beancount/beancount/tree/master/experiments/returns and https://groups.google.com/forum/#!searchin/beancount/%22computing$20investment$20returns%22%7

Re: Investment tools for fava

> > It would also be good if this could be built in modular fashion so we can > use it as a library for beancount scripting, a cli and as a fava plugin > (should fava-investor be beancount-investor, with a fava plugin?) > I very much agree with the philosophy of library/cli/fava. That's exactly

Re: Investment tools for fava

> Let us know if you want to continue the conversation here, on fava or on > fava-investor! > > Continuing the conversation here would be great and get more eyes on it. Of course, for specific issues affecting code and lower-level design, feel free to open issues in fava-investor. Thanks for a

Re: Investment tools for fava

On Monday, March 23, 2020 at 4:13:57 PM UTC-7, Dave The Happy Singer wrote: > > > If you're interested in contributing code to do this, please do, by all > means. An irr directory within fava-investor on a dev branch would be a > great if you already have working code and tests. If not, feel fre

Re: Investment tools for fava

> > > I have a python implementation of Albert Mao's "optimal lazy rebalancing" > that can be used standalone: https://github.com/hoostus/lazy_rebalance > Excellent, will keep this in mind! -- You received this message because you are subscribed to the Google Groups "Beancount" group. To un

Web programming help required for fava (flask/jinja)

https://github.com/redstreet/fava-investor/issues/10 We will likely need to display a page with "tabs," with tabs for asset allocation, TLH, rebalancing, etc. See the holdings page in fava for an example. The holdings page uses def holdings_by() in fava/applications.py. Static pages suffice

Re: Stuck on non-descriptive error message 'No position matches'

Makdisse, 1) Include this line in your earlier source: 2000-01-01 open Assets:Coinbase:ETH "NONE" and everything would work fine. However, you won't get strict lot reduction, but rather, a mix of positive and negative lots. The point here is to help you build your mental model of how beancount w

Re: Split yearly bill to monthly: scheduled transactions? chronjob?

This plugin lets you create a single transaction spread across multiple dates: https://github.com/redstreet/beancount_plugins_redstreet/tree/master/effective_date See the car insurance example here

Re: Investment tools for fava

The fava_investor project now has a few basic modules: asset allocation by class, asset allocation by accounts, TLH, and a basic cash drag analysis. A performance module is in development, and several more

Re: Beancount issues

Just curious: is https://bitbucket.org/blais/beancount/src/default/ still the official repo? I can still seem to check out from it. Is mercurial on bitbucket going to remain alive? -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe fr

Re: Beancount issues

it looks like there's a bunch of easier > solutions are coming around (converters to github that will also import > issues, heptapod to stick with mercurial, etc.). > Atlassian also delayed the deadline. > I'm waiting until the very last moment, just got too much going on &g

Re: OFX Importer for Investment Accounts

Does the built-in ofx importer handle investment transactions (eg: buy/sell stocks/funds)? I built my own generic investment ofx importer on top of ofxparse, and I've been using it for years. It works for a number of brokerages including the case you describe, vanguard with multiple real accoun

Re: OFX Importer for Investment Accounts

; programmer, let alone a python programmer, so I'm mainly working from > examples. > > Thanks! > > -JH > > On Sun, Apr 26, 2020 at 12:32 PM Red S > > wrote: > >> Does the built-in ofx importer handle investment transactions (eg: >> buy/sell stocks/fu

Re: OFX Importer for Investment Accounts

It's now on PyPI: *pip install beancount-reds-importers* See the examples directory in the installed files, or on github (eg: /usr/lib/python3.6/site-packages/beancount_reds_importers/example/my.import) On Wednesday, April 29, 2020 at 4:15:08 PM UTC-7, Red S wrote: > > I've c

Re: Question on query output on per transaction basis.

Did you try: `journal` ? -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://

Re: No position matches error

This section of the documentation might help. Specifically: Reductions Augmentations vs. Reductions Homogeneous and Mixed Inventories Also, read this thread

Re: No position matches error

You're on the right track with your questions. Responses inline: On Thursday, April 30, 2020 at 12:03:55 PM UTC-7, salmi...@gmail.com wrote: > > Thanks. Didn't get it yet but I have few questions. > > 1) After reading the doc it seems to me that I should specify which lots I > sold by using {} sy

Re: Question on query output on per transaction basis.

Right, but it groups postings together by transaction, which is exactly what transactions are: groups of postings. If this is not what you want, what exactly do you want? Send us a sample format. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To

Re: No position matches error

land and I'm using Beancount just to keep track on my > spending and net worth. > > > torstai 30. huhtikuuta 2020 23.46.09 UTC+3 Red S kirjoitti: >> >> You're on the right track with your questions. Responses inline: >> >> On Thursday, April 30, 2020 at

Re: Investment tools for fava

g] On Saturday, April 11, 2020 at 12:14:37 AM UTC-7, Red S wrote: > > The fava_investor > <https://www.google.com/url?q=https%3A%2F%2Fgithub.com%2Fredstreet%2Ffava_investor&sa=D&sntz=1&usg=AFQjCNGgTQ3NllZ8UHgnhjstkS21-hJQzA> > > project now has a few basic modules:

Airline miles: expiry and value reporter for Fava, Beancount [fava_miler]

This is a simple but useful extension I've used for a while, and would like to share. Github pip install fava-miler Airline miles and rewards points: expiration and value reporting for Fava/Beancount (Person

Re: Envelope Plugin for Fava

In case this helps debug: If you see this in the Fava error page: "Importing module "mymodule" failed." That usually means the module was not able to be loaded. Try running python3 interactively and typing: import mymodule That should succeed, or tell you what the failure was. -- You receive

Re: Envelope Plugin for Fava

FWIW, what I've learned working with Fava extensions: 1. Understand failure to load the module by importing the module in an interactive python shell 2. If the module loads, error reporting on the console is easy and works well (print statements, logging) -- You received this message because y

Re: OFX Importer for Investment Accounts

1. Rename your file to OfxDownload.qfx. I'll fix it later so this is not a requirement. 2. Set the account number in your import file you posted: see the default of '123456'. 3. Then, first run bean-identify and ensure it works before running bean-extract Let me know if that worked. -- You r

Re: OFX Importer for Investment Accounts

Looks like your fund info is not being imported. I'm unable to tell what the problem is without looking at your entire output. If you can anonymize and send the output, I can help. If you want to find the problem by yourself, add this after line 15 here: https://www.github.com/redstreet/beancoun

Re: OFX Importer for Investment Accounts

Also: are you importing the correct file with your maps? Or are you importing the example file that ships with the package by accident? -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from i

Expenses paid with external account

An example ledger would help. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit http

Re: OFX Importer for Investment Accounts

t; > ] > > > I tried modifying the the Vanguard importer...the __init__.py file with > the print command and this seemed to confirm that the mapper is not being > created. > > > ( > /Library/Frameworks/Python.framework/Versions/3.6/lib/python3.6/site-packages/beanco

Re: OFX Importer for Investment Accounts

I've added: 1) more specific error checking. 2) A Vanguard test case in the examples directory This might help you get up and running. To try it out: *pip install --upgrade beancount-reds-importers* On Saturday, June 13, 2020 at 2:46:08 AM UTC-7, Red S wrote: > > I can't see

Re: OFX Importer for Investment Accounts

, June 14, 2020 at 3:53:21 AM UTC-7, Jonathan Goldman wrote: > > Thanks for the update. Now everything worked fine! Extraction ran > perfectly. > > On Sun, Jun 14, 2020 at 8:47 PM Red S > > wrote: > >> I've added: >> 1) more specific error checking. >>

Re: importers and get going

FYI, I have importers for banks and credit cards that support ofx, based on my beancount_reds_importers library. I'm happy to add that to my python package that you're using if there's interest. I wrap it with smart importer, which is very well designed and written, and gets it right well over

Re: FIFO mode for Stock Sell

You might find it much faster to do a quick search in the docs, which are very well written and have a great UI. Eg: https://beancount.github.io/docs/search.html?q=Fifo -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group

Re: Visidata

That is indeed a killer feature, as as the diff; and the -f fixed for processing command output. This really fills a hole in terminal processing, thanks for sharing, Martin. Speaking of awesome terminal clients, I hope most folks are familiar with tig (git ncurses client)? If not, let me say I

Re: Per posting effective dates plugin

That's what I'd ask too. Could you please post a minimal example that fails, including the config with which you're invoking the plugin? Also, have you taken a look at the example? https://github.com/redstreet/beancount_reds_plugins/blob/master/beancount_reds_plugins/effective_date/examples.bean

How to run this two plugin (zerosum and oneliner)

Zerosum: install via pip. Then do: plugin "beancount_reds_plugins.zerosum.zerosum" "{ # your config here }" I just fixed the README and example. Check them out on GitHub. https://github.com/redstreet/beancount_reds_plugins/blob/master/beancount_reds_plugins/zerosum/README.md Invoking the pl

Re: Per posting effective dates plugin

See installation and usage: https://github.com/redstreet/beancount_reds_plugins https://github.com/redstreet/beancount_reds_plugins/blob/master/beancount_reds_plugins/effective_date/examples.beancount Please post in this thread if that doesn't work for you. -- You received this message because

Re: Airline miles: expiry and value reporter for Fava, Beancount [fava_miler]

On Wednesday, May 6, 2020 at 2:40:09 AM UTC-7, Martin Michlmayr wrote: > > * Red S > [2020-05-05 23:08]: > > Github <https://github.com/redstreet/fava_miler> > > > > Airline miles and rewards points: expiration and value reporting for > > Fava/Beanco

Re: Importing Python dicts?

You have the steps right. I'm trying to understand where you are stuck. You would simply write a new importer that didn't read from a file, but instead called your library, and converted the list of dicts into transactions. Have you looked at: ./examples/ingest/office/importers/utrade/utrade_csv

Re: ofx max_date correct?

Ditto, banks don't seem to be fully consistent on these. FWIW, for my importers , I use the following dates via ofxparse : - date of last transaction, used for filing via bean-file: I use ofxpar

Re: How to filter journal queries by amount ?

FROM applies to a transaction, WHERE applies to postings. I may be mistaken, but WHERE cannot be used with JOURNAL for this reason, in my understanding. This might possibly be what you want: SELECT date,description,account,position,balance WHERE account ~ "^Expenses" AND number > 800 https://b

Re: How to filter journal queries by amount ?

4:59:07 AM UTC-7, Martin Blais wrote: > > Both can be used, but FROM can be used only with transaction columns and > WHERE can be used only with posting columns. > > On Thu, Oct 22, 2020, 04:11 Red S > > wrote: > >> FROM applies to a transaction, WHERE applies to po

Re: How to filter journal queries by amount ?

, October 22, 2020 at 11:13:53 PM UTC-7, Red S wrote: > > beancount> JOURNAL WHERE number > 5 > ERROR: Syntax error near 'WHERE' (at 8) > JOURNAL WHERE number > 5 > ^ > beancount> help journal > Select a journal of some subset of posting

Re: Importing ADP payroll extracts to Beancount

Long ago, I had to download data from ADP. Now, it's a different provider. Both had/have the same problem: no obvious way to export data to csv/ofx or anything other than pdf. PDFs are a mess with automation. I use pdftotext, followed by a simple python parser/importer to get payroll data into

Re: ANN: PTA wiki

> > > Question for you: there are several posts and FAQs that appear in this > > mailing list that would be good candidates for the wiki. Some are > > specific to beancount (though they may apply to other PTA software) > > while others aren't. An example of the former is how to write a > > tra

Re: US taxes in python and beancount

oreign component) and LT vs . ST would > be interesting to see how you've approached. > > On Monday, April 4, 2022 at 9:49:06 PM UTC-5 Red S wrote: > >> Just wanted to share, for users in the US: >> >> I've used this python-taxes code >> <https://gith

Re: US taxes in python and beancount

count. Feel free to leave questions and comments on that page (github account required), or post here in this thread. On Wednesday, April 20, 2022 at 12:41:28 AM UTC-7 Red S wrote: > Great questions. It's all fundamentally very straightforward, but there > are plenty of ideas and gotcha

Re: US taxes in python and beancount

PS: my code is also linked to from the article below. Hope it helps. On Saturday, April 23, 2022 at 6:10:57 PM UTC-7 Red S wrote: > Here is the write-up. > <https://reds-rants.netlify.app/personal-finance/computing-taxes-with-beancount/> > > I hope this is useful. Con

Re: US taxes in python and beancount

> > Thanks for the write-up, Red! I'm still working on putting some of your > other automation tips/tricks in play, but this is all very helpful to keep > in mind. You're welcome, and glad these are helpful! > > > Long vs short capital gains: for my personal circumstances, I don’t have > a

New plugin: capital gains long/short classifier

Thought this deserved a thread of its own. Here is a new plugin that classifies sales into short term or long t

Re: New plugin: capital gains long/short classifier

ins/tree/master/beancount_reds_plugins/capital_gains_classifier#readme> . <https://github.com/redstreet/beancount_reds_plugins/tree/master/beancount_reds_plugins/capital_gains_classifier#readme> On Tuesday, April 26, 2022 at 12:42:49 PM UTC-7 Red S wrote: > Thought this > <https://gro

Re: New plugin: capital gains long/short classifier

In addition to classifying capital gains as long-term or short-term (in the US), it is useful to classify them into gains and losses, useful for debugging taxes, or tax planning , and such. Here is a second plugi

New plugin: rename_accounts

This plugin is actually a couple years old, but I just realized I never shared it here. This is a completely trivial, and somewhat hacky plugin that I personally find surprisingly useful. - Plugin code

Re: Problem correctly registering a stock split

Thanks for reporting back, and well expressed. It would be great if you (or Ben or anyone else so inclined) could update two pieces of documentation on this: 1) Beancount official doc is out of date with the code (doesn't include how to retain original dates): https://beancount.github.io/docs/t

Re: New Fava extension: Tax loss harvester

This is a good week (at least for US index investors) to consider whether tax-loss harvesting might benefit you. To help with that, here is an article I wrote on it: *Tax Loss Harvesting with Beancount * Inclu

Parser: String too long

beancount/parser/tokens.c:8 has: #define LONG_STRING_LINES_MAX 64 Would there be an issue if this were raised to 128 or 256? I'm running into this for the "custom" directive: the config line for fava_investor exceeds this easily, as each sub-module

Re: Parser: String too long

Great, thanks much, Martin! On Saturday, May 14, 2022 at 6:35:11 PM UTC-7 bl...@furius.ca wrote: > Done (in v2) > > https://github.com/beancount/beancount/commit/1d319a81b81f67e86cad7ff01f92a024e0f9a123 > > > On Sat, May 14, 2022 at 2:45 PM Red S wrote: > >> bean

ticker-util: A new utility to manage your ticker metadata

Would you like Beancount to know more about the commodities in your portfolio? At a basic level, did you know that when you hover over a ticker in Fava, it displays the ticker’s full name, which is obtains from the name: metadata of the ticker’s commodity declaration? At a more advanced level,

  1   2   3   4   >