Re: Import from email notifications

wishlist for my own workflow, I just haven't gotten around to it yet. Sincerely, Timothy Jesionowski On Sat, Jan 6, 2024 at 2:02 PM 'Patrick Ruckstuhl' via Beancount < beancount@googlegroups.com> wrote: > Hi, > > not exactly the same case, but related. &g

Re: Automatically flagging expenses of interest

curred. Even throw in a biweekly time period if you're feeling fancy? The best thing would be to include the location if you have it, but I don't think you do. Sincerely, Timothy Jesionowski On Wed, Jan 24, 2024 at 4:34 PM Red S wrote: > Very interesting, thank you all. I wonder

Re: T-bills through Treasury Direct - How to Record?

Usual solution for that is to use different income accounts. On Wed, Feb 21, 2024, 12:29 PM CDT wrote: > Another wrinkle in this puzzle... > > My understanding is that t-bills are not taxed as capital gains but as > interest income on 1099-INT. > Also, they are NOT taxed at the state level only

Re: New User: Starting Debt

https://beancount.github.io/docs/the_double_entry_counting_method.html#equity If you're interested, I recommend reading the whole document. Martin wrote a very clear explanation of the fundamentals behind accounting. On Thu, Mar 28, 2024, 2:42 PM Chary Chary wrote: > Hello! > > I am not an acco

Re: Viewing transactions with multiple currencies

Maybe try: Assets:Points -400 USD @@ 4 POINT I'm not sure what Fava will render this as, but if you care about the total cost in points more than the exchange rate then this is clearer in your ledger. Sincerely, Timothy Jesionowski On Sat, Apr 6, 2024 at 10:34 AM Ken Mankoff

Re: Loving beangulp

ki/KISS_principle> setup that's exactly as messy as it sounds. So given that I need to do an overhaul anyways, I'm curious why, for example, James doesn't use red's scripts. Is it just that a fully automated setup is harder to build? The peace of mind from looking at the

Re: Find invoices yet to be payed

Generally accepted practice as I understand it is to have an Assets:Receivables account and a Liabilities:Payables account. Essentially this let's you date the logical transaction (when they agree to pay you / when you send the invoice) to one date and put the money in a placeholder account, then d

Re: Find invoices yet to be payed

Meant to add: ABC123 is just whatever invoice number you already have on file. Could use ^Invoice-123 or such. On Fri, May 31, 2024, 1:00 PM Timothy Jesionowski < timothy.n.jesionow...@gmail.com> wrote: > Generally accepted practice as I understand it is to have an > Assets:Receiva

beancount-import matching across include directives

lace a duplicate transaction in the default_output argument of beancount_import.webserver.main which is incorrect. Is there some metadata I should be providing to either the data source or the webserver that would tell it to follow includes? Sincerely, Timothy Jesionowski -- You received this messag

Re: New Beancount tutorial: The Zen of Balance

Overall I really like it as an introduction, especially for non-technical friends and family. My one caveat is that the section on equity isn't terribly clear English. I think it gets the point across, but... "harder-to-understand" should be "hardest-to-understand", "could be equity" should be "is

Re: OFX - not worth the time investment?

I've seen write-ups of other people's setups that claim 40% availability but so far Fidelity is the only service I could get it to work on. Amex canned it in 2022 IIUC, and every other service I use did so long before that. On Sat, Sep 28, 2024, 5:40 PM Chris Jansen wrote: > I've been using bean

Re: Custom fields in options_map?

A bit more to the point, I can understand wanting to have VUSD (Virtual USD) income expenses just to express an opinion. Is that vaguely what you're trying to do? On Sat, Nov 23, 2024, 1:54 PM Timothy Jesionowski < timothy.n.jesionow...@gmail.com> wrote: > How are you quantifying

Re: Custom fields in options_map?

How are you quantifying time value? I can understand using a hypothetically inviolable unit of account like gold or CPI, but you're talking about accounting with an explicit discounting rate attached to things. Of course that's assuming you're trying to account for opportunity cost. If you're "mer

Re: Employer Paid Benefits (Non-taxable vs taxable)

What I do is have a separate currency like CUSD (Corporate-USD) for money flows that are about me but aren't my money. Works just as well for travel expenses. Mostly this just makes the Income balances more immediately legible. On Sun, Dec 8, 2024, 4:04 PM Gary Roach wrote: > Hi all, > > I'm wo

Re: Banks/Brokerages with OFX?

download paradigm entirely! Sincerely, Timothy Jesionowski On Sun, Dec 15, 2024 at 5:43 PM David Avraamides wrote: > I've been downloading OFX files every few days from Fidelity and Fidelity > NetBenefits with ofxget. I did it yesterday, in fact. What errors are you > receiving?

Banks/Brokerages with OFX?

e more detailed and the import is more stable than with csv files. But from what I can tell pretty much every major institution is moving away from them. Does anyone know of companies that are maintaining their OFX access? Sincerely, Timothy Jesionowski -- You received this message because you ar

Re: Importing with BeanGulp: How to automatically detect duplicate transactions

I use beancount-import for reconciliation and it works well. https://github.com/jbms/beancount-import On Sun, Dec 22, 2024, 2:43 PM Robert wrote: > I have not found a good example of how to do this with V3 yet, but what > path should I take in extending my importers to automatically detect > du