A summary of changes from 2/1 to 4/18, on the stable "default" branch.
2015-04-18
- Implemented limited support for arithmetic expressions. For now, only
support division. So A/B where "A" and "B" are numbers should now work.
In order to support full arithmetic expressions, we need to reimplement
the lexer in order to distinguish between "*" as a TAG or as a
multiplication
token, and operator precedence to deal with terms vs. exprs. This will
probably be done soon. (I need division for a particular task right
now, so
it is being added in in a backwards-compatilble way).
2015-04-18
- Merged a new plugin (beancount.plugins.sellgains) that automatically
cross-checks the purchase price of a lot against all the other legs
that are
in non-income accounts. This is useful to verify the correctness of @
price
annotations on reductions at cost, because not only the transactions
have to
balance in cost (that is, including the income portion), they then also
have
to balance without the income portion, using the price you attached (if
you
somehow reported an incorrect price you will get an error).
This is best explained with an example:
1999-07-31 * "Sell"
Assets:US:BRS:Company:ESPP -81 ADSK {26.3125 USD} @
26.4375 USD
Assets:US:BRS:Company:Cash 2141.36 USD
Expenses:Financial:Fees 0.08 USD
Income:US:Company:ESPP:PnL -10.125 USD
The regular balance verification checks all the legs against the cost
basis:
-18 x 26.3125 + 2141.36 + 0.08 - 10.125 = 0 USD
This is the default behavior, and is still required. With the sellgains
plugin, an additional check also verifies that
-18 x 26.4375 + 2141.36 + 0.08 = 0 USD
Note how the price (26.4375) is used instead of the cost basis, and how
income legs are ignore in the calculation.
Transactions with reductions without a price and without an income leg
will
be ignored, so only those which can be verified will be verified.
2015-04-13
- Beancount now allows the cost to the set to zero. This is useful for
stock
options that one receives from an employer that have no value attached
to
them.
Additionally, I'm considering allowing negative cost as well, which may
be
necessary to handle adjusted cost bases, but I haven't added this just
yet.
I'm not 100% convinced (adjustments are probably always upward).
2015-04-16
- Added a new command to bean-doctor: "linked" which prints out all
transactions linked to the one at a given line number, in a format
Emacs can
grok with filename and location like errors so you can easily navigate
between the linked transactions.
Correspondingly, added a "bean-linked" command to the Emacs support
mode.
2015-04-13
- A minor improvement to bean-format has been implemented: Whitespace
before
postings is now automatically normalized to the most frequent spacing
present in the document. This allows you to be somewhat sloppy on the
postings themselves when entering new transactions.
2015-02-16
- Finally completed documentation on how to export your portfolio to
Google
Finance, as
http://furius.ca/beancount/doc/export,
or equivalently as
https://docs.google.com/document/d/1eZIDRmQZxR6cmDyOJf7U3BnCm4PDMah2twxYFfKPJtM/
2015-02-10
- Revamped the export-to-OFX report to showcase a more explicit, flexible
and
easily debuggable configuration. Also supports the declaration of money
instrument equivalents within the file itself. This will be documented
here:
https://docs.google.com/document/d/1eZIDRmQZxR6cmDyOJf7U3BnCm4PDMah2twxYFfKPJtM/
2015-02-03
- Fixed an unreported bug with Emacs support whereby a number appearing
within
a narration string would get aligned along with the other amounts.
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