I don't have anything crazy, just some saved queries for tags like this: 2025-08-07 query "2025-bedroom-painting" "SELECT payee, narration, account, sum(position) WHERE '2025BedroomPainting' IN tags and account ~ 'Expense';" and then some queries I'm planning to use to set up exports to Actual Budget (if I get that fully functional, I'll make a separate post): 2024-01-01 query "postings-Chase-Freedom" "select id, date, payee, narration, account, leaf(account) as category, position where 'Liabilities:Banking:Credit-Cards:Chase-Freedom' in other_accounts;"
I'm hoping to eventually replace Quicken; currently, I have a Jupyter notebook which process a Quicken CSV export and reformats it to an Actual-accepted format. I'd like to have that be a Beancount --> Actual flow. Tim On Tuesday, December 30, 2025 at 12:37:38 AM UTC-5 [email protected] wrote: > Fava Dashboards are nice. I like the sankey, but I don't have that much > time to hack on them. My queries are mostly retirement planning and a > little getting around Fava's emphasis on transaction-level filtering vs > posting-level. > > Roth Basis keeps track of Roth IRA contributions for early withdrawal. > With investments under Assets:Investments, Assets:Liquid are > checking/non-investments indicating Roth IRA contributions. Income:Earned > is salary indicating Roth 401k contributions - filters out the gains/trades > income as non withdrawable basis. > > select year(date) as date, last(balance) > from has_account('Assets:Liquid|Income:Earned') > where account ~ 'Roth' > group by date > order by date desc > > Bond Report aggregates custom meta (maturity, yield, coupon) from bonds' > open directives so I can keep track of maturities and relative performance. > This worked well because my importer could pull the information out of OFX > transactions. Unfortunately institutions are systematically dropping OFX > support. But e.g. > https://github.com/pwalkr/beancount-utils/blob/wip/beancount_utils/importers/merrill_ofx.py#L164-L165 > > SELECT > getitem(open_meta(account), 'maturity') as maturity, > sum(convert(position, 'USD')) as balance, > getitem(open_meta(account), 'yield') as rate, > getitem(open_meta(account), 'coupon') as coupon, > account > WHERE 'maturity' in open_meta(account) AND NOT close_date(account) > GROUP BY maturity, rate, coupon, account > ORDER BY maturity ASC > > Tax Status is also based on open meta of tax-status:"Deferred" > (Traditional IRAs), "Tax-Free" (Roth), or "Taxable" so I can keep track of > how much I have in taxable funds for retirement income planning. > > SELECT > getitem(open_meta(account), 'tax-status') as tax, > root(account, 2) as account, > sum(convert(position, 'USD')) as balance > WHERE account ~ 'Assets:Investments' AND NOT close_date(account) > GROUP BY tax, account > ORDER BY balance DESC > > Since my investments are at "Assets:Investments:<broker>:...", I can bump > to root(account,3) to see which specific broker has which kinds of funds. > > My other links/queries are mostly failing experiments in medical/insurance > tracking. I'm torn between tagging #Deductible, #MOOP, and using > intermediate (insurance) accounts. > > Paul > > On Friday, December 26, 2025 at 10:36:46 PM UTC-5 [email protected] wrote: > > I used Fava Dashboards and it’s relatively easy to setup. > > Would you share your queries for inspiration? :) > > Thanks, > Justin > > On Fri, Dec 26, 2025 at 2:46 PM Paul Walker <[email protected]> wrote: > > ... > > > However it looks like queries also show up in the journal and are > clickable, I just don't know how to filter. "flag:que" doesn't work. Using > a magic date kinda works, but you'll need to exclude Open and X flags, > which I don't know that you can do via query params anymore. > > [image: snip-2025-12-26_78055.png] > > Paul > > -- > 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 [email protected]. > To view this discussion visit > https://groups.google.com/d/msgid/beancount/97a91777-5f72-4e54-918e-657ab115d2a9n%40googlegroups.com > > <https://groups.google.com/d/msgid/beancount/97a91777-5f72-4e54-918e-657ab115d2a9n%40googlegroups.com?utm_medium=email&utm_source=footer> > . > > -- 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 [email protected]. To view this discussion visit https://groups.google.com/d/msgid/beancount/c367016f-fb7b-48ca-8e8d-68c43fb76261n%40googlegroups.com.
