Re: Moving assets between accounts and preserve cost basis?

2023-12-28 Thread Artur Matos
Thanks everyone. I was hoping I could avoid transferring the lots explicitly but it's OK. Thanks. On Saturday 23 December 2023 at 03:41:41 UTC-5 Justus Pendleton wrote: > This may not help you but I figure I'll mention it here since moving cost > basis came up. > > A few years I wrote a plugin

Re: Moving assets between accounts and preserve cost basis?

2023-12-23 Thread Justus Pendleton
This may not help you but I figure I'll mention it here since moving cost basis came up. A few years I wrote a plugin to (try to) do this. "It worked for me" but a user soon reported an issue. You can't ever use the {} syntax. https://github.com/hoostus/beancount-asset-transfer-plugin/issues/1

Re: Moving assets between accounts and preserve cost basis?

2023-12-21 Thread Martin Blais
I *think*[1] that if 60 HOOL is all you have in that account it should match the total number of units in account1, and it would automatically fill in the cost basis in account2. [1] It's been a while, adding a unit test specifically for this case in the matching code might make sense to validate

Moving assets between accounts and preserve cost basis?

2023-12-21 Thread Artur Matos
Hi everyone, I've changed one of my taxable accounts providers and need to transfer the assets from one beancount account to the other. Transfer happens "in specie" and I need to preserve the cost basis and lots as part of the transfer. If I understood the docs correctly , transferring like thi