Re: Why does beancount.core.data.Posting require an amount?

2024-05-21 Thread Aaron Stacy
On Mon, May 20, 2024 at 4:08 PM Daniele Nicolodi wrote: > On 20/05/24 15:24, Aaron Stacy wrote: > > But Beancount's core data type for Posting requires a non-None amount > > for the units field > > It is an error in the typing annotation. Feel free to send a PR.

Why does beancount.core.data.Posting require an amount?

2024-05-20 Thread Aaron Stacy
This ledger is valid even though the amount for the second posting of the transaction is omitted: 2024-01-01 open Assets:Checking 2024-01-01 open Expenses:Groceries 2024-01-01 * "Groceries" Expenses:Groceries 10 USD Assets:Checking But Beancount's core data type for Posting requires a non-N

Re: Visualizing personal finances

2023-01-25 Thread Aaron Stacy
some sort of monthly "state of our finances" report I can send to or share with my wife. (She's not a nerd, and doesn't need or care about many of Fava's features.) Something like this looks just about perfect. On Tuesday, January 24, 2023 at 7:22:35 PM UTC-7 Aaron Sta

Visualizing personal finances

2023-01-24 Thread Aaron Stacy
Whatup bean counters, I wanted to share something I've been working on that's possible because of how nice and scriptable our favorite plain text accounting tool is. I've worked on a few iterations of this "dashboard" over the years, and I finally broke down and did it all in HTML + D3.js. I'm re

bean-check error for balance assertion with prefix?

2022-04-14 Thread Aaron Stacy
Hello, I'm getting a balance assertion error when I use an account name with the same prefix as another. Here's a minimal repro: 2022-01-01 open Assets:US:HSA 2022-01-01 open Assets:US:HSA:Receivable 2022-01-01 open Expenses:Health 2022-01-01 open Income:Acme 2022-01-01 * "Paycheck contribution t

Re: Net worth over time examples?

2021-02-14 Thread Aaron Stacy
eg(directive).account].add_position(asset_leg(directive).position) print_line(inventories) On Sun, Feb 14, 2021 at 2:00 PM Aaron Stacy wrote: > For example, this query is useful: > > SELECT date, flag, description, account, units(position), > units(balance) > > But it loses the info

Re: Net worth over time examples?

2021-02-14 Thread Aaron Stacy
chart to visualize both the sum across accounts over time as well as individual account balances. It seems like maybe calling beancount.loader.load_file, and then iterating over the transactions with an inventory object for each account may be the way to go. On Sun, Feb 14, 2021 at 9:46 AM Aaron

Net worth over time examples?

2021-02-14 Thread Aaron Stacy
Hi all, my I’ve seen some references to net worth over time scripts/queries, but I’m having trouble finding specifics. Anyone have quick links to share? Thanks! -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop

Tracking after-tax vs pre-tax 401k contributions

2021-02-06 Thread Aaron Stacy
My employer uses Vanguard for its 401k program. I can (and do) configure automatic paycheck deductions for both pre-tax and after-tax contributions. Vanguard's statements and exports are frustrating because they lump both of these into one amount. I've been trying to track them as 2 different acco

Re: Accounting for year-end income

2021-02-01 Thread Aaron Stacy
Thank you! On Mon, Feb 1, 2021 at 9:16 AM Patrick Ruckstuhl wrote: > Hi Aaron, > > This is a common practice, often the account is called receivable. > > https://en.m.wikipedia.org/wiki/Accounts_receivable > > Regards, > Patrick > > On February 1, 2021 4:0

Accounting for year-end income

2021-02-01 Thread Aaron Stacy
Hi everyone, I'd like to account for 2020 income at the end of the year that didn't show up in my bank account until 2021. Typically I use the date funds are available in my account as the source-of-truth for reconciling income and bank statements, since this kinda matters to me more than when my

Re: Custom script that iterates postings with `open on` and `close on` dates

2021-01-17 Thread Aaron Stacy
🙇‍♂️ On Sun, Jan 17, 2021 at 11:25 AM Martin Blais wrote: > Use run_query() instead: > > https://github.com/beancount/beancount/blob/master/beancount/query/query.py#L13 > > > > On Sun, Jan 17, 2021 at 12:18 PM Aaron Stacy > wrote: > >> Thanks Martin and

Re: Custom script that iterates postings with `open on` and `close on` dates

2021-01-17 Thread Aaron Stacy
ilter out > transactions from the past, i.e., it just inserts a transfer from all of > the past's net income to the balance sheet accounts at the head of the > filtered transactions. > > > On Sat, Jan 16, 2021 at 4:24 PM Aaron Stacy > wrote: > >> HI all! I'd

Custom script that iterates postings with `open on` and `close on` dates

2021-01-16 Thread Aaron Stacy
HI all! I'd like to make a customized income statement where some accounts are added together. For example, I'd like to know all income for the past month, whether it was Income:Hooli:Salary or Income:Hooli:RSU's. I can get pretty close with the query: select account, sum(position) from ope

Re: Generate new account directives for bean-extract

2020-08-10 Thread Aaron Stacy
Thanks Martin! On Mon, Aug 10, 2020 at 9:12 PM Martin Blais wrote: > On Mon, Aug 10, 2020 at 4:38 PM wrote: > >> When I run bean-extract, if the importers generate transactions with new >> accounts, it'd be nice if they also generated directives for those new >> accounts. I know I could just ad