Heya beancounters, I'm struggling to organize my financial documents in a way that is both consistent and supported by Beancount/Fava and I'd like to hear from others what best practices you're using.
The main disconnect I notice is between statements documents and everything else: 1) via the "documents" option beancount has great support for bank statements and similar documents. You just drop them using a name like documents/Assets/Bank/Checking/YYYY-MM-DD.pdf and they show up in your ledger. I want no more/less than this. 2) but I also want to store other documents and associate them to either transactions as a whole or even individual transaction postings. Examples are: receipts (for payments, donations, etc.), invoices, paychecks, etc. As far as I can tell Beancount itself has not direct support for (2), please correct me if I'm wrong. You can drop them into the same directory structure for (1), but that doesn't associate them with individual transactions or postings. Fava, OTOH, has the "link_statement" plugin which supports (2). Aside from a lack of generality[^], that allows to link documents to transactions/legs. [^]: https://github.com/beancount/fava/issues/740 But where do you store the documents for use case (2)? If you store them in the same directory for (1), there is a use clash, and documents appear both as associated to transactions and in the journal flow --- at least conceptually, no matter what Fava actually does, which I find annoying. It seems to me we lack a Beancount *native* (as opposed to Fava-supported) way of associating documents to either transactions or postings. Or am I missing something here? Is this planned and/or being discussed anywhere else? Thanks in advance for your thoughts / comments on this. Cheers -- Stefano Zacchiroli . z...@upsilon.cc . upsilon.cc/zack . . o . . . o . o Computer Science Professor . CTO Software Heritage . . . . . o . . . o o Former Debian Project Leader & OSI Board Director . . . o o o . . . o . « the first rule of tautology club is the first rule of tautology club » -- 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 post to this group, send email to beancount@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/20180504064209.GI11188%40upsilon.cc. For more options, visit https://groups.google.com/d/optout.
