On Sun, Aug 16, 2015 at 5:33 PM, Mark Scannell <[email protected]> wrote:

> Hello everyone!
>
> So I've been keeping personal books, and now joint, for more than five
> years. It's pretty comprehensive at this point. First gnucash and then
> converted over to ledger.
>
> I've always had a very good intuitive sense of how I'm doing based on
> regular incomings being greater than outgoings, and I want to really move
> beyond this -- it really seems that no matter what reports I put together,
> I fundamentally revert back to this intuition as a gut-check.
>
> Some challenges and reasons to move beyond this:
> - Income can be occasional, monthly, more secure or less secure (eg bonus,
> shares). This is becoming more significant for me.
> - Long term savings can be locked-in pension, cash, or various forms of
> long term investments that are sellable (eg buy-to-let, ISA accounts)
> - Expenses can be optional. Some things can be dropped without significant
> impact. (Holidays, renovations)
> - Expenses aren't regular. Some are prepaid for a year (eg insurance),
> some are prepaid for a few years (eg car).
> - Expenses can be time-bound. Specifically, large childcare expenses
> aren't forever. Or lost-income due to unpaid maternity time.
>
> Some reports I'd love to get:
> - See how I'm trending. How would my change of net worth be in 12 months
> if I continue on the same course?
>

I'm doing this here, plotting it over time, fitting a line over the last
four months and extending into the future for fun:
https://bitbucket.org/blais/beancount/src/014384bd90091e48ebc5b1f3d2dc48bd8639103d/experiments/net-worth-over-time.py?at=default

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