Re: Investment Tracking from Scratch

2023-01-10 Thread Red S
Welcome! Did you try the docs? Specifically, the Getting Started section? On Tuesday, January 10, 2023 at 2:39:44 PM UTC-8 Lalo wrote: > Hi all, I'm new to PTA and decided to give it a try. I'd like to import my > schwab brokerage accounts to Beancount. What is the best way to do that? > How

Re: Method to convert posting accounts in already imported data?

2023-01-10 Thread Red S
This might not be apparent, but "snapshotting everything" might not work the way you expect: beancount isn't designed to print out just what it read plus a few changes to postings. Instead, it will print out interpolated, transformed, plugin-processed output, which might not be what you want.

Re: Method to convert posting accounts in already imported data?

2023-01-10 Thread Tim Legg
Cool thanks, I'll check that out. For future reference for anyone who needs it.. I realized a few things after posting this. I had the same errors regarding unused pad entries when I ran 'bean-report main.bean print' I realized that my script and bean-report were both explicitly printing out

Re: Method to convert posting accounts in already imported data?

2023-01-10 Thread Ben Blount
I haven't gotten a chance to try autobean.refactor yet and it's probably the best tool here. Just in case it doesn't work for whatever reason, there's an older attempt at this functionality that jbms did called JournalEditor. Here's an example of using it to rename accounts

Re: Method to convert posting accounts in already imported data?

2023-01-10 Thread Martin Michlmayr
* Tim Legg [2023-01-09 11:44]: > 2008-04-25 * "#AMAZON.COM" "" > Liabilities:BofA:PlatinumPlus -14.36 USD > Expenses:Buckets:Unaccounted 14.36 USD > > I would like to script up something to go through all transactions where > payee is ~ 'amazon' and change the Unaccounted to something else. I

Method to convert posting accounts in already imported data?

2023-01-10 Thread Tim Legg
Hi all, I have several years of data already imported into beancount and now I'm attempting to categorize some of the postings. I have transactions like 2008-04-25 * "#AMAZON.COM" "" Liabilities:BofA:PlatinumPlus -14.36 USD Expenses:Buckets:Unaccounted 14.36 USD I would like to script up

Investment Tracking from Scratch

2023-01-10 Thread Lalo
Hi all, I'm new to PTA and decided to give it a try. I'd like to import my schwab brokerage accounts to Beancount. What is the best way to do that? How can I automatically create the accounts from the imported files? Thanks! -- You received this message because you are subscribed to the