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 appreciated your post and the "cranky" level was
just right - not offensive, very pertinent. It's important to ask
ourselves critical questions.
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 time and
energy is used up in learning the tools, entering and managing and
improving the data, and running a few reports. Usually there isn't much
left over for more advanced analysis - or, that comes slowly, built up
over years. And then the solutions tend to be custom for each person.
Collecting concrete reporting questions like yours, and gradually
developing best practices and tools for answering them, is a good way to
improve things.
-Simon
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