Richard,

yes, thanks for your patience. Sorry if I did not express myself correctly
initially. You got me right with small corrections. I want:

- a single report

- that shows the change in your assets and Liabilities between two points
in time

- grouped into Accounts (line with the balance) command

- which includes unrealized gains and losses

- where the total reflects the overall change

Your proposed command did not really worked for me (generated an error).
But this one worked

ledger -f ledger.txt  reg Assets -X EUR
18-Jan-01 Opening Balance       Assets:Checking             EUR1000
EUR1000
18-Jul-01 *Commodities revalued  <Revalued>  *                 EUR500
EUR1500

So, now ledger  shows unrealized gain as *Commodities revalued  <Revalued>.*

I need to study more all these Leger's options

It seems to be really powerful tool, but not straightforward. I think to
understand ones needs to know internal data representation of the tool,
what it does and how it presents data internally.


On Thu, Mar 7, 2019 at 1:18 PM Richard Lawrence <[email protected]> wrote:

> Hi Chary and all,
>
> Chary Chary <[email protected]> writes:
>
> > Ok, I am not an accountant, so  am expressing this from my personal
> point
> > of view and personal needs
>
> Me too. :)
>
> To be honest, I don't approach ledger by thinking in terms of reports.
> Instead, I just have a bunch of questions I like to ask of my finances,
> some of them regularly, some of them only once in a while.  For the
> former kind of question, I have a few pre-defined commands.  For the
> latter kind of question, I usually just figure out how to query ledger
> for the information I want on the fly.  I don't worry about how the
> output looks, as long as it contains the information I'm looking for.
>
> You seem to be thinking about ledger more in terms of predefined
> reports.  That's fine!  These reports exist, after all, because they're
> useful ways of organizing and conceptualizing financial data.  But I
> would suggest that you might find it more helpful to think in terms of
> "What kind of questions do I need ledger to answer?" My experience,
> anyway, is that it's usually more straightforward to think in these
> terms than in terms of "How can I use ledger to generate report X?"
> (mostly because that question gets you thinking more about formatting,
> rather than the information itself, and formatting can get complicated).
>
> If you need reports in a specific format -- e.g. because you are running
> a business -- ledger can probably produce them (possibly in combination
> with other tools).  But I'm not the best person to help with that,
> unfortunately. :)
>
> > I must say though, I have a feeling, that I am still missing something.
> I
> > just don't understand how people, who do investments, own stock can live
> > without such report. Is't it logical to be able to explain a delta in
> your
> > financial net worth between 2 periods of time?
>
> > So much salary
> > so much expenses
> > so much increase due to company XXX shared change
> >
> > Overall change XXXX
> >
> > Without such report you would look at 2 balance sheet reports (A and B)
> but
> > would not know how exactly you came from A to B.
>
> OK, I think I see more clearly what you're looking for now: you want
>
> - a single report
> - that shows the change in your assets between two points in time
> - grouped into positive and negative changes (i.e., Income and Expenses)
> - which includes unrealized gains and losses
> - where the total reflects the overall change
>
> Is that right?  If so, I don't think it's super trivial but I believe it
> is possible, so let's figure out how to do it.  (Hopefully other people
> can chime in here, because as I said, reports are not my strong point.)
>
> A reasonable first approximation is something like:
>
> ledger -f your_file reg Assets --group-by='amount < 0' --related -X EUR
>
> though that doesn't show the total, and has one transaction (rather than
> one account) per line.
>
> --
> Best,
> Richard
>

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