Re: GROUP by financial year

2020-03-17 Thread kuba jamro
FYI the format quite simple # this matches a financial year like FY2018 for the financial year ending 2018 FY_RE = re.compile(r"^fy(\d{4})$") # this matches a quarter in a financial year like FY2018-Q2 FY_QUARTER_RE = re.compile(r"^fy(\d{4})-q(\d)$") On Tuesday, 17 March 2020 13:47:36 UTC,

Re: GROUP by financial year

2020-03-17 Thread kuba jamro
+1 for this as a feature request built into beancount. I would be willing to help in the development of this feature too. One of the ways I thought this could be done is in fava and actually it looks like it has already have been done to a basic level. There is a fava option fiscal-year-end

Re: New tool: Tax loss harvester for beancount

2020-03-17 Thread Red S
Hello Martin, I've combined both the beancount command line client and fava extension into https://github.com/redstreet/fava_tax_loss_harvester. It'd be great if you could point to that repo in the contributions doc. Thanks! On Tuesday, March 10, 2020 at 11:35:44 PM UTC-7, Red S wrote: > >

Re: New Fava extension: Tax loss harvester

2020-03-17 Thread Red S
Updates to the TLH extension in these interesting times we live in: - the command line client has now been folded in to the fava client and uses the same code (refactored out to support both fava and bean-query) - a --brief option to the command line client displays the summary only - unit tests

Re: GROUP by financial year

2020-03-17 Thread Martin Michlmayr
I wasn't sure how to interpret Martin's reply. At first, I thought he was saying that he's not aware of circumstances where the FY != calendar year. But then I realized that he he was just stating that beancount doesn't have a concept of FY. As you say (and I'm sure as Martin is full aware),

Re: GROUP by financial year

2020-03-17 Thread Oon-Ee Ng
Fairly common for some organizations to have financial years starting on (say) 1st August or something similar. Sometimes to sync up with regulatory requirements, sometimes so that bonuses/promotions hit a particular period of the year, sometimes due to expected peak dates for a particular