Thanks everyone. I was hoping I could avoid transferring the lots
explicitly but it's OK. Thanks.
On Saturday 23 December 2023 at 03:41:41 UTC-5 Justus Pendleton wrote:
> This may not help you but I figure I'll mention it here since moving cost
> basis came up.
>
> A few years I wrote a plugin to (try to) do this. "It worked for me" but a
> user soon reported an issue. You can't ever use the {} syntax.
>
> https://github.com/hoostus/beancount-asset-transfer-plugin/issues/1
>
> "In loader.py around lines 506-513 it looks like the loader runs
> "interpolation" on incomplete booking entries before it runs
> "transformations" from plugins. So the {} gets triggered (and then fails
> because it can't find enough matching holdings) before the asset_transfer
> plugin has a chance to run and actually generate the holdings.
>
> You can workaround this by not using {} and instead specifying the lots
> explicitly."
>
> On Friday, December 22, 2023 at 8:29:05 AM UTC+7 Artur Matos wrote:
>
>> Hi everyone,
>>
>> I've changed one of my taxable accounts providers and need to transfer
>> the assets from one beancount account to the other. Transfer happens "in
>> specie" and I need to preserve the cost basis and lots as part of the
>> transfer. If I understood the docs correctly , transferring like this won't
>> work and will remove the lots from the new account:
>>
>> 2015-05-15 * "Transfer" Assets:InvestAccount1 -60 HOOL {}
>> Assets:InvestAccount2
>> 60 HOOL {}
>>
>> Is there a shorthand way to transfer the assets while preserving lot
>> information? I've had the original account for rather long and doing it lot
>> by lot will be very tedious.
>>
>> Thanks.
>>
>
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