Thank you, very useful.
On Wednesday 21 August 2024 at 17:36:03 UTC+2 Tavis Ormandy wrote:
> This trick saved me from a serious mistake this morning, so thought I
> would mention it in case anyone else hadn't seen it!
>
> The idea is to use automated transactions to check for common data entry
> errors. For example, this check will make sure I don't accidentally
> subtract from expenses:
>
> ; It's usually a typo to substract from Expenses, unless it's a refund.
> = expr "amount < 0 and account =~ /^Expenses:/"
> assert has_tag('refund')
>
> Now you have to tag a transaction as a refund or you get an error, this
> saved me a few times!
>
> 2024/08/01 * Store
> Expenses:Groceries -$10 ; :refund:
> Liabilities:Creditcard
>
> Here are a few more I use to check for suspicious dates:
>
> ; If a transaction is still not cleared, that is odd.
> = expr "pending and date < [30 days ago]"
> assert cleared
>
> ; Check for suspicious future dates. This will break --now, so handle that.
> = expr "date > [tomorrow] and !options.now"
> assert pending
>
> I also like all dividend payments to have the associated commodity
> tagged, this way I can group them by commodity:
>
> $ ledger bal --no-total --price --group-by "tag('dividend')" %dividend
> FOO
> $12.34 Assets:Brokerage
> BAR
> $56.78 Assets:Brokerage
> BAZ
> $90.12 Assets:Brokerage
>
> That only works if I don't forget, so I make sure like this:
>
> account Income:Dividend
> assert all(amount < 0 or (has_tag('dividend') or !actual))
>
> Now I have to do this, so ledger knows what commodity paid a dividend:
>
> 2024/01/01 Broker
> Assets:Brokerage $123 ; dividend: FOO
> Income:Dividend
>
> I use a bunch more to check for consistency and sanity, but just some
> quick examples :)
>
> Tavis.
>
> --
> _o) $ lynx lock.cmpxchg8b.com
> /\\ _o) _o) $ finger [email protected]
> _\_V _( ) _( ) @taviso
>
>
--
---
You received this message because you are subscribed to the Google Groups
"Ledger" group.
To unsubscribe from this group and stop receiving emails from it, send an email
to [email protected].
To view this discussion on the web visit
https://groups.google.com/d/msgid/ledger-cli/36f2e649-6a03-479d-9e87-18339a2e3678n%40googlegroups.com.
