Hi nugget,

yes you can add metadata also on an account level. You add it on the open directive. There is even bean query support for it

OPEN_META(str)': Get the metadata dict of the open directive of the account.


2016-10-07 open Income:Foo              CHF
  tax_relevant: true


Regards,

Patrick


On 28.12.2023 13:34, nug get wrote:
Hi all
I started a basic tax-forecast plugin <https://github.com/Dr-Nuke/drnuke-bean/blob/master/src/drnukebean/plugins/tax_forecast.py> for Switzerland. One key ingredient is the providing of a list of all accounts that are subject to income and wealth taxation.

My current working prototype requires a lengthy config string to be passed to the plugin, listing, among other configurations, all accounts subject for income taxation, i.e.

plugin"drnukebean.plugins.tax_forecast""{'taxable_accounts': ['Income:Jobs:Job1:TaxableSalary', 'Income:Jobs:Job1:TaxableBonus', 'Income:Invest:.*:Dividends'], ...}"

I dont like it, but have not found a better way so far. Any Ideas?
Does beancount allow the tagging of individual accounts, or associating them with metadata similar to transactions, that can then be filtered for?

Thanks, merry Christmas and a happy new year!
-nugget
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