Re: Having Ledger calculate a commodity / exchange rates by telling it an entry balances

2012-03-14 Thread John Wiegley
> Kamal Marhubi writes: > Hi, Is it possible to tell Ledger an entry with transactions in two > commodities / currencies balances, so that it can calculate the exchange > rate? > 2012-03-12 * Withdrawal > Assets:Cash USD 200.00 > Expenses:Banking:Fees

Re: Calculating Asset Allocation

2012-03-14 Thread Jim Robinson
On Wednesday, March 14, 2012 9:54:00 PM UTC-7, John Wiegley wrote: > > > Jim Robinson writes: > > > This is awesome, thanks for writing it up. I tried it out and found that > > ledger 3.0.0-20120217 complaints about not understanding the format > string > ... > > While I did find that this

Re: Understanding transactions

2012-03-14 Thread John Wiegley
> thierry writes: > Is that really important? I have 10% of my transactions with "top" posting > as source, and "final" posting as target. And IMHO, I do prefer that source > is first, and target is last. Can I safely ignore this ledger convention? I > realize also that I am never using -V,

Re: Accounting for currency gains/losses

2012-03-14 Thread John Wiegley
> thierry writes: > With recent improvments on ledger, do you think that this thread can be > solved? I need a refresher. Can you show me what you see now, and what would you would like to see instead? Thanks, John

Re: Metadata on commodity level

2012-03-14 Thread John Wiegley
> Raphael Lorenzeto > writes: > Wow! That really helped! I would use the "= expr ( commodity == 'SYMBOL' )" > to propagate the commodity tags to all related postings. > It would be nice tough if this could be achieved using the simple "tag" > directive. Since tags don't have metadata

Re: Calculating Asset Allocation

2012-03-14 Thread John Wiegley
> Jim Robinson > writes: > This is awesome, thanks for writing it up. I tried it out and found that > ledger 3.0.0-20120217 complaints about not understanding the format string: > While calculating format expression: > percent(market(display_total), market((parent.total))) > While ev

Re: "Girlfriend"s budget?

2012-03-14 Thread John Wiegley
> Raphael Lorenzeto > writes: > Actually, let me rephrase that: Is there any way to do tag-based budget? Yes, but not with a simple tag like :girlfriend:. You'd have to do this: ; Girlfriend: Expenses:Movies Then use --account='tag("Girlfriend")', and your budget will be against Ex

Re: A word on Ledger structure

2012-03-14 Thread John Wiegley
> Alexandre Rademaker > writes: > Many thanks for this email. Does cl-ledger (lisp version) has similar > architecture? What are the differences? I don't know how many of the > ledger's users are programmers but making Ledger's architecture more > transparent will, for sure, help people

Re: Calculating Asset Allocation

2012-03-14 Thread Craig Earls
This is very strange. It works for me under the latest build exactly as presented in the manual. On Wed, Mar 14, 2012 at 17:21, Craig Earls wrote: > I have been building the latest ledger but I am still using a custom build > witha few tweeks of my own. I need to switch so I can see if anythin

Re: Automatic Transactions Question

2012-03-14 Thread John Wiegley
> Will Goodwin > writes: > However, I'm wondering if there's a way to create an automatic transaction > that will recognize the (DC) (all the examples I've seen trigger the > transactions based on account, not codes) and automatically do the right > calculation. Use: = expr code ==

Re: "Girlfriend"s budget?

2012-03-14 Thread Craig Earls
As far as I know that will not work. On Wed, Mar 14, 2012 at 17:48, Raphael Lorenzeto < raphael.lorenz...@gmail.com> wrote: > I don't mind :p, this works perfectly, however it is not what I was > looking for. > > Can I use the budgeting feature as described in "@chapter Budgeting and > Forecastin

Automatic Transactions Question

2012-03-14 Thread Will Goodwin
Hi all, A feature of my checking account is that any time I use my debit card, the amount is rounded up to the next dollar amount and the change is deposited into my savings. So far, in ledger I record this transaction as such. 20XX/XX/XX (DC) Payee Expenses:Stuff $2.50 Assets:Bank:Savi

Re: A word on Ledger structure

2012-03-14 Thread Alexandre Rademaker
Hello John, Many thanks for this email. Does cl-ledger (lisp version) has similar architecture? What are the differences? I don't know how many of the ledger's users are programmers but making Ledger's architecture more transparent will, for sure, help people understand and contribute to ledger.

Re: "Girlfriend"s budget?

2012-03-14 Thread Raphael Lorenzeto
I don't mind :p, this works perfectly, however it is not what I was looking for. Can I use the budgeting feature as described in "@chapter Budgeting and Forecasting", line 5320 of ledger3.texi with tags? Is it possible do define <--- ~ Monthly :girlfriend: $100,00 ---> an

Re: Calculating Asset Allocation

2012-03-14 Thread Craig Earls
I have been building the latest ledger but I am still using a custom build witha few tweeks of my own. I need to switch so I can see if anything I need has broken. (I have modified mine to tag automatic transactions as cleared if the base transaction is cleared and I have a special tag that return

Re: Calculating Asset Allocation

2012-03-14 Thread Jim Robinson
This is awesome, thanks for writing it up. I tried it out and found that ledger 3.0.0-20120217 complaints about not understanding the format string: While calculating format expression: percent(market(display_total), market((parent.total))) While evaluating value expression: percent(market(d

Re: "Girlfriend"s budget?

2012-03-14 Thread Craig Earls
:) I shouldn't have been so flip. I am not certain exactly what you want to do. If you just want to know how much you have spent on the girlfriend you can do balance and register reports limited to the girlfriend tag: ledger bal --limit "has_tag('Girlfriend')" and similar for register. On Wed,

Re: Metadata on commodity level

2012-03-14 Thread Raphael Lorenzeto
Wow! That really helped! I would use the "= expr ( commodity == 'SYMBOL' )" to propagate the commodity tags to all related postings. It would be nice tough if this could be achieved using the simple "tag" directive. Thanks. On Wednesday, March 14, 2012 8:25:03 PM UTC-3, thierry wrote: > > I b

Re: "Girlfriend"s budget?

2012-03-14 Thread ~ Mitchell Surface ~
On Wed, Mar 14, 2012 at 19:30, Craig Earls wrote: > If you have any idea of her becoming more than a girlfriend in the future, > then stop this effort right now. > While I agree with the above, I'd still like to see how this might be done for a different purpose, say tracking vacation spending.

Re: "Girlfriend"s budget?

2012-03-14 Thread Raphael Lorenzeto
Actually, let me rephrase that: Is there any way to do tag-based budget? Provided that I cannot use a single account root for any given group of expense and if tag-based budgeting is not a possibility, are automatic transactions the right way to go? On Wednesday, March 14, 2012 8:38:38 PM UTC-

Re: A word on Ledger structure

2012-03-14 Thread Jim Robinson
On Tuesday, March 13, 2012 10:45:10 PM UTC-7, John Wiegley wrote: > > And that's Ledger in a nutshell. All the rest are details > I believe the term is "a small matter of programming." :-D Thanks very much for posting this overview, it's very interesting to read how it is all laid out. Jim

Re: "Girlfriend"s budget?

2012-03-14 Thread Raphael Lorenzeto
In fact we do have plans, but we are also well aware of how we spend our money. She is a Gnucash user and she has a budget for me as well but this is not the point. :-) My question still stands. On Wednesday, March 14, 2012 8:30:05 PM UTC-3, enderw88 wrote: > > If you have any idea of her beco

Re: "Girlfriend"s budget?

2012-03-14 Thread Craig Earls
If you have any idea of her becoming more than a girlfriend in the future, then stop this effort right now. -- Craig, Corona De Tucson, AZ enderw88.wordpress.com

Re: Metadata on commodity level

2012-03-14 Thread thierry
I believe that this thread can help https://groups.google.com/forum/#!topic/ledger-cli/ZeHJDuezNPw Thierrry On Thursday, March 15, 2012 12:13:13 AM UTC+1, Raphael Lorenzeto wrote: > > Yes, that's how I currently implement this in GNUCash. Unfortunately, I > have more than one brokerage accounts

"Girlfriend"s budget?

2012-03-14 Thread Raphael Lorenzeto
Guys, What would be the best way to implement a budget so I could track how much I'm overspending with my girlfriend? So far I register all transactions as happen... Going to the movies -> Expenses:Entertainment:Movies, fueling the car to go to her house -> Expenses:Transportation:Fuel and so

Re: Metadata on commodity level

2012-03-14 Thread Raphael Lorenzeto
Yes, that's how I currently implement this in GNUCash. Unfortunately, I have more than one brokerage accounts so that I could take advantage of the least expensive transactions of each. The other thing is that the account structure is fixed. You can't "view" it from different perspectives such

Re: Metadata on commodity level

2012-03-14 Thread Jim Robinson
I'm sure that I'm "doing it wrong" but I just fake it by adding sub-categories for different funds (or stocks), so, for example: 2011-12-30 * Fidelity - 403b Dividend Assets:403b:Fidelity:VBMPX 2.493 VBMPX @@ $27.42 Income:403b:Fidelity:VBMPX

Re: Recurring Build Failure

2012-03-14 Thread Martin Michlmayr
* rtjmay [2012-03-14 12:10]: > I've been experiencing problems building Ledger from the latest git source > for the last week or two. I've been building from source for the last few > months and never had any issues before. I'm running Ubuntu 10.10 and have > attached my acprep debug output (le

Metadata on commodity level

2012-03-14 Thread Raphael Lorenzeto
Good day to all! I'm new to ledger and I quite haven't figured out how to properly tag commodities so I could group values based on that metadata. For instance: commodity STOCKA ; market: NYSE ; type: Large corporations ; sector: Energy commodity STOCKB ; market: NASDAQ ; type: Large corporati

Re: Accounting for currency gains/losses

2012-03-14 Thread thierry
Hi John, With recent improvments on ledger, do you think that this thread can be solved? Thanks Thierry On Monday, May 3, 2010 3:00:49 AM UTC+2, John Wiegley wrote: > > On May 2, 2010, at 8:57 PM, Peter Ross wrote: > > > However it doesn't handle the case of unrealized currency gains. > > > >

Re: Understanding transactions

2012-03-14 Thread thierry
On Mar 10, 8:51 am, John Wiegley wrote: > ## Primary and secondary commodities > > It is a general convention within Ledger that the "top" postings in a > transaction contain the target accounts, while the final posting contains the > source account.  Whenever a commodity is exchanged like this,

Having Ledger calculate a commodity / exchange rates by telling it an entry balances

2012-03-14 Thread Kamal Marhubi
Hi, Is it possible to tell Ledger an entry with transactions in two commodities / currencies balances, so that it can calculate the exchange rate? Motivating situation: I am in the US, and I withdrew, say, USD 200.00 from my Canadian chequing account. The ATM here charged me USD 2.50 as an add

Re: New option: --time-report

2012-03-14 Thread Jim Robinson
On Tuesday, March 13, 2012 9:38:30 PM UTC-7, John Wiegley wrote: > > I tried to go to bed, failed, got out of the bed at 7am, crawled > downstairs, > implemented select queries, came back up and crashed. I think it took > about 3 > hours to implement, which shows you how well structured Ledger h