On 2025-08-19 07:46, Viren Bhanot wrote:
Thank you very much to all of you for taking the time to reply. I guess my first mistake was to think that 'creating the ledger' was 90% of the work done. It appears that that is just the start! From your responses, it is clear that I need to spend more time learning bean-query, and then thinking through all of the answers that I want.

Hi Viren, just for the record I enjoyed your very questions and the "cranky" level was just right - not offensive, very pertinent. It's important to ask ourselves critical questions sometimes.

You're right that recording the journal is just the start. Accounting and financial analysis even for an individual is an ongoing process.

I think for Beancount and all other PTA tools (maybe even all accounting apps ?) it's a slightly unfortunate truth that most of our energy gets used up just learning the tools, entering and managing and refining the data, running a few reports, and there isn't much left over to progress to more advanced analysis - or, that comes slowly, only after years of steady use - and the solutions are custom to each person.



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