Re: prioritize pricedb over last purchase price?

2021-03-24 Thread Jim Robinson
That works for me, thank you! On Wednesday, March 24, 2021 at 6:59:51 AM UTC-7 Martin Michlmayr wrote: > * Jim Robinson [2021-03-24 06:26]: > > Is there a way for us to tell ledger to prefer the pricedb value > > over the @@ purchase value in an entry? > > No, but you could

prioritize pricedb over last purchase price?

2021-03-24 Thread Jim Robinson
Hi folks, Is there a way for us to tell ledger to prefer the pricedb value over the @@ purchase value in an entry? My situation here is that yesterday I made a purchase of an ETF on the secondary market and while my pricedb has the end-of-day price of the ETF ledger is preferring my purchase

Re: Best practices to generate pretty reports

2019-10-13 Thread Jim Robinson
Have you considered using the Python API? https://www.ledger-cli.org/3.0/doc/ledger3.html#Extending-with-Python Python has lots of libraries, including statistics, html templating and PDF APIs, so I imagine you could build what you wanted within it. -- --- You received this message because y

Re: Calculating Asset Allocation

2019-10-10 Thread Jim Robinson
I've been using the Asset Allocation reporting since Craig wrote it up for everyone, and have really liked it. Now I'm wondering what the best way to break down asset allocation across account types (personal vs. retirement) might be. Since it's a balance statement and keying off the Allocatio

Re: ledger register account grouping plus subtotal rollup ?

2018-12-14 Thread Jim Robinson
I had not! I know I was looking for grouping commands but I somehow managed to miss this (how embarassing!) This does appear to do what I want, thank you very much. On Friday, December 14, 2018 at 9:27:27 AM UTC-8, John Wiegley wrote: > > >>>>> "JR" == Jim Robinso

ledger register account grouping plus subtotal rollup ?

2018-12-13 Thread Jim Robinson
I've got a flat set of account codes I'm using in my timelog, and I will sometimes annotate them with payee details. So for example, in the snippet below SYS-5576 is a general account id for general recurring meetings (ones not tied to a specific project), and so I use the payee to call out whi

Re: Timelog check-out error for future times?

2018-11-10 Thread Jim Robinson
Hi, The page https://github.com/ledger/ledger/wiki/Bug-tracking points to http://bugs.ledger-cli.org/ which is not available via DNS. I've logged something under the github issue tracker https://github.com/ledger/ledger/issues/1689 I can re-enter it elsewhere if sometime tells me the location

Re: Timelog check-out error for future times?

2018-11-08 Thread Jim Robinson
Hi, Thank you for the reply. This is on 3.1.1-20160111. Do you want me to file a bug report? Jim -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+u

Timelog check-out error for future times?

2018-11-08 Thread Jim Robinson
Hi, I use ledger to track my time working on tickets, and sometimes I end up in a situation where a rounding up of time values to the next minute causes ledger to freak out. As an example, if it was 14:03:45 in the local time and the ledger file held lines: i 2018-11-08 12:10:00 PROJ1 o 2018-

Re: Net worth over time

2018-10-01 Thread Jim Robinson
As part of a larger script I run this when I want to get a month-to-month total: ledger -X '$' -O --real --monthly --collapse register assets or liabilities -F '%(ansify_if(format_date(date, "%Y-%m"), green if color and date > today)) %(ansify_if(justify(scrub(display_total), 4 + int(total_widt

Re: Forcing output of timekeeping in one unit with --amount-data or --total-data

2018-01-24 Thread Jim Robinson
I'm very interested in the answer to this, I was just poking around in the documentation trying to see if this was addressed an unable to spot it on my first pass. I was looking to see if I could either always produce minutes, or produce " h m" instead of fractional hours. -- --- You recei

Re: pricedb api data source?

2017-11-10 Thread Jim Robinson
Huh, maybe they just haven't flipped the off switch yet. I certainly hadn't come across a description of the API when I was searching around before. On Friday, November 10, 2017 at 10:36:24 AM UTC-8, Craig Earls wrote: > > I thought that was deprecated last year. > -- --- You received this

Re: pricedb api data source?

2017-11-10 Thread Jim Robinson
Martin, Thanks very much, the Google Finance api looks like a replacement for what Yahoo Finance had been providing. :) Jim -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send

Re: pricedb api data source?

2017-11-08 Thread Jim Robinson
Thank you, I’ll take a look at bean-price. Jim -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit

pricedb api data source?

2017-11-07 Thread Jim Robinson
Hi Folks, Does anyone here have an alternative to the yahoo finance api for pulling daily pricedb values? Looks like folks were abusing the yahoo site and they've shut down the service. I could just plug in the data manually, but having an api I could kick off periodically to pull down the do

Re: Showing all transactions with equity removed

2016-09-22 Thread Jim Robinson
Typically as your liabilities increase you'd be offsetting them with expenses, to balance the accounts. Then you would run a report on your expenses for the time period you were interested in. For example: 2016-09-19 Amazon.com - Beautyko Ideaworks 12-Piece Wood Touch-Up Markers Expenses:House

Re: How to handle bank transfer delays

2016-09-20 Thread Jim Robinson
I just use cleared vs uncleared transactions. My reasoning is that my local ledger shows the state of the accounts as they are supposed to be, with the ones that are in-flight marked as pending. E.g., if I initiated a bank transfer then the money is no longer in account A and ought to be in a

Re: Ledger Forecast Transactions Incorrect

2016-01-06 Thread Jim Robinson
I'm sorry if this is me being dense, but how is the math wrong? Isn't ledger just applying the $500.00 expense right away? Jan: 2000.00 - 500.00 - 100.00 - 12.50 = 1387.50 Feb: 1387.50 + 2000.00 - 100.00 = 3287.50 On Tuesday, January 5, 2016 at 11:09:50 AM UTC-8, Chris wrote: > > I have noticed

Re: monthly reports that exclude regular payments like rent, electricity bill, ...

2015-05-20 Thread Jim Robinson
The --budget feature was mentioned as one option, what I ended up doing for myself was to just make a dip simple script to call register with three different subgroups of expenses. It lets me break down my expenses into taxes, into fixed expenses (e.g., rent, utilities, and insurance), and into "

Re: Give the parser some way to emit tokens?

2015-05-08 Thread Jim Robinson
Does the capability to iterate over the journal entries via the python api help at all? http://www.ledger-cli.org/3.0/doc/ledger3.html#Extending-with-Python It seems like it offers the ability to iterate over each entry and get at the raw data. -- --- You received this message because you a

Re: Computing investment returns

2015-01-29 Thread Jim Robinson
I did something similar to what other have written about. I wrote a program that leverages ledger to output records that are fairly easy to parse: ledger register -C -B ^assets: and expr 'commodity != "$"' --format '%(format_date(date))|%(display_amount)|%(account)|%(payee)\n' For every transac

Re: How do you organize your ledger files?

2014-07-02 Thread Jim Robinson
On Tuesday, July 1, 2014 5:05:08 PM UTC-7, Simon Michael (sm) wrote: > > I'm another one who's tried multiple files (one for personal, one for > business, one for each client) but returned to keeping everything in one > file as far as possible. But, I do split by year, partly for performance > a

Automated Txns for Taxes Owed on stocks?

2014-07-01 Thread Jim Robinson
Hi folks, Has anyone already worked through whether or not ledger v3 can be used to track estimated taxes owed on stock? I just switched from a university as an employer to a private company when our dept was spun off, and now I need to think about moving my old 403b into a Roth IRA. That means

Re: Ledger report formatting: getting totals for beginning of month and end of month

2013-04-12 Thread Jim Robinson
It seems likely that there will be a way to do this with the formatter, some fairly intricate examples have been shown here. If not, you could pipe the ledger output to awk: $ cat sample.txt 2013-01-01 Equity $10,000 Expenses $8000 2013-01-31 Equity $8,000 Expenses $8200 $ cat samp

Re: How to model time deposits (bonds) and how to forecast liquidity

2013-03-07 Thread Jim Robinson
Have you looked up how accountants put such items down when a company invests in a bond? Some google turned this up, which might be relevant: "Bond Receivable Amortization Accounting With Balance Sheet" at https://www.youtube.com/watch?v=PA3nC_pFnd8 -- --- You received this message because

Re: Environment variables

2013-02-12 Thread Jim Robinson
I suppose I could change to using .ledgerrc, but it appears that my default setup leaned toward using env. When I looked in my env I see that I set LEDGER=/Users/jimr/Documents/finance/ledger/ledger.dat LEDGER_PAGER=cat instead of using args in .~/ledgerrc. -- --- You received this message b

Re: ANNOUNCEMENT: ledger mode, documentation updates, etc

2013-01-29 Thread Jim Robinson
On Tuesday, January 29, 2013 6:52:14 PM UTC-8, Craig Earls wrote: > > The new ledger mode is loaded from ldg-new.el > > > Ledger.el is for archaeological purposes > I used to use ledger.el. I tried switching to ldg-new.el today, and found that clearing transactions didn't work. Modifying ldg-sta

Re: ANNOUNCEMENT: ledger mode, documentation updates, etc

2013-01-29 Thread Jim Robinson
94,7 @@ dropped." (save-excursion (when (or (looking-at "^[0-9]") (re-search-backward "^[0-9]" nil t)) -(skip-chars-forward "0-9./=") + (skip-chars-forward "0-9./=-") (delete-horizontal-space) (if (member

Re: ANNOUNCEMENT: ledger mode, documentation updates, etc

2013-01-29 Thread Jim Robinson
On Tuesday, January 29, 2013 12:31:45 PM UTC-8, Craig Earls wrote: > John merged lots of pulls requests today: > > The new ledger mode should now be fully functional (Thanks to David Keegan > for his contributions to the lisp sourceas well.). The documentation has > been updated as well. > Hr

Re: Really clearing out an account

2013-01-09 Thread Jim Robinson
I tried a first response to this but realized I had screwed up what it was you were actually showing in your data. Am I correct in understanding that you're recording the total price / unit price to calculate the stock units? I've always just entered the total number of units as expressed by t

Re: Really clearing out an account

2013-01-09 Thread Jim Robinson
On Wednesday, January 2, 2013 11:27:28 AM UTC-8, Craig Earls wrote: > My company has changed 401K service providers and I have a problem I can't > figure out. For a number of reasons that seemed reasonable up to now I have > enter many transaction by having ledger calculate the number of shares

Re: Mac OS X 10.7.4 and homebrew ledger.rb errors?

2012-09-27 Thread Jim Robinson
Final note, I see in the debugging output of the acprep that brew ran: -- Found PythonInterp: /usr/local/bin/python (found version "2.7.3") it may be that the previous run was finding /usr/bin/python instead of /usr/local/bin/python, I think the path referenced in my original email would be one

Re: Mac OS X 10.7.4 and homebrew ledger.rb errors?

2012-09-27 Thread Jim Robinson
Egads... I just tried re-using brew to install ledger, to see if I could get the original errors, and now that command works fine! I wonder if it works now due to some changes I see were committed into the git repo just today...

Re: Mac OS X 10.7.4 and homebrew ledger.rb errors?

2012-09-27 Thread Jim Robinson
On Thursday, September 27, 2012 3:09:52 PM UTC-7, John Wiegley wrote: > > thierry > writes: > > > $ ./acprep --debug opt update --python --doxygen --jobs=2 > > Wait, so with --debug it gets past the point that was erroring before? > > John > This is odd, after having used cmake & ninja t

Re: Mac OS X 10.7.4 and homebrew ledger.rb errors?

2012-09-27 Thread Jim Robinson
Yeah, I tried git pulling the most recent changes in my old /usr/local/src/ledger build directory and I saw the same problem there when I ran acprep. I just tried using cmake/ninja: $ cmake /usr/local/src/ledger/ -DUSE_DOXYGEN=1 -DUSE_PYTHON=1 -DBUILD_DEBUG=0 -GNinja -DCMAKE_EXPORT_COMPILE_COM

Mac OS X 10.7.4 and homebrew ledger.rb errors?

2012-09-27 Thread Jim Robinson
Have any of you folks on Mac OS X 10.7.4 run into this error when trying to use the latest homebrew ledger.rb? $ brew install -vd --HEAD ledger /usr/local/bin/brew: loading /usr/local/Library/Formula/ledger.rb /usr/local/bin/brew: loading /usr/local/Library/Formula/gettext.rb /usr/local/bin/brew:

change in '=' evaluation?

2012-03-23 Thread Jim Robinson
Hi, Perhaps I always had the syntax wrong but the latest build of 'next' is telling me it does not like: = expr tag use-tax and note ca-2012 and expr account=~/^Expenses/ it appears to be OK with this: = tag use-tax and note ca-2012 and expr account=~/^Expenses/ using the latter with the l

Re: Trouble using the python interface

2012-03-16 Thread Jim Robinson
On Friday, March 16, 2012 4:52:35 PM UTC-7, thierry wrote: > > I am on Ubuntu 11.10, and I got seg fault. How I can help digging into > this? > Thierry > > $ ledger python ./python/demo.py > Welcome to the Ledger.Python demo! > Demo completed successfully. > $ ledger python > Python 2.7.2+ (defau

Re: Trouble using the python interface

2012-03-15 Thread Jim Robinson
> > On Monday, July 11, 2011 2:09:23 PM UTC-7, John Wiegley wrote: > Hyrum K Wright writes: > > I don't know if there is a better way to debug this. > > The first thing to confirm is that Ledger and your boost_python shared > library > are both linking to the exact same Python library. That's us

Re: Trouble using the python interface

2012-03-15 Thread Jim Robinson
On Monday, July 11, 2011 2:09:23 PM UTC-7, John Wiegley wrote: > > Hyrum K Wright writes: > > > I don't know if there is a better way to debug this. > > The first thing to confirm is that Ledger and your boost_python shared > library > are both linking to the exact same Python library. That's usu

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
On Friday, November 18, 2011 9:36:06 PM UTC-8, enderw88 wrote: > > philosophy, but most follow a similar pattern. Tracking asset > allocation in ledger is not difficult but does require some additional > effort to describe how the various assets you own contribute to the > ... >These number

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
Ah, and it looks like '%/' is missing from the end of your original post here as well, I don't know if it was missing from the real documentation or not. Mentioning both the guard code and the --no-total option would probably make sense, right? On Thursday, March 15, 2012 7:49:1

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
On Thursday, March 15, 2012 7:43:23 AM UTC-7, enderw88 wrote: > > Ooh, now I see it. I DO suppress the total at the end since I print out a > bounding box rather than letting ledger finish up on its own. I tried > taking out the final line and it fails as you saw. I will update the > documenta

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
On Thursday, March 15, 2012 7:40:33 AM UTC-7, enderw88 wrote: > > Yes. Here is the entire call to Ledger is use: > > ledger bal Allocation --current --format "\ > | %-20((depth_spacer)+(partial_account))\ > %10(percent(market(display_total), market(parent.total)))\ > %16(market(display_total)) |\

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
On Thursday, March 15, 2012 7:34:12 AM UTC-7, enderw88 wrote: > > This doesn't explain why it IS working for me without the protection you > mention. "Allocation" is a top level account so I would think the > paretn.total would puke on it, but it doesn't. > And your call to ledger is producing

Re: New option: --time-report

2012-03-15 Thread Jim Robinson
On Thursday, March 15, 2012 4:48:46 AM UTC-7, Alexandre Rademaker wrote: > > The problem is not the processor, is the language and the missing of a > REPL! :-) > > Back to Lisp port?! :-) > After all, ledger works great with text files, emacs works great with text files... It's the most logical

Re: Calculating Asset Allocation

2012-03-15 Thread Jim Robinson
On Thursday, March 15, 2012 2:07:57 AM UTC-7, John Wiegley wrote: > > Parent is null when it gets to "root" account (which contain the final > total > at the bottom). > Ah, gotcha. So either wrapping it in a test like you did, or just indicating we don't want a total would work. A variation tha

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

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: 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: 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: 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

Re: New option: --time-report

2012-03-13 Thread Jim Robinson
On Tuesday, March 13, 2012 2:56:04 PM UTC-7, John Wiegley wrote: > > > John Wiegley writes: > > > I've added option --time-report, which at the moment just rewrites the > > --balance-format so that you can see balance reports like this: > > I'm going to remove this option, since I can achieve t

change to -F parsing rules (casting to int)

2012-03-12 Thread Jim Robinson
Just a note in case anyone else has trouble with custom reporting formats. I just built 3.0.0-20120217 and noticed a formatting rule that used to work: %(ansify_if(format_date(date, "%Y-%m"), green if color and date > today)) %(ansify_if(justify(scrub(display_total), 4 + total_width, true, color

Re: Income deductions

2012-02-04 Thread Jim Robinson
Like the others here, I plug in every number from my pay stub. Doing so allows you to break down exactly how much tax you are paying, the amounts of pre or post tax deductions, etc. An example w/o the numbers: 2012-02-06 Stanford University Paycheck Assets:USAA:Checking

Re: Income deductions

2012-02-04 Thread Jim Robinson
Like the others here, I plug in every number from my pay stub. Doing so allows you to break down exactly how much tax you are paying, the amounts of pre or post tax deductions, etc. An example w/o the numbers: 2012-02-06 Stanford University Paycheck Assets:USAA:Checking

ledger.el and support for YYYY-MM-DD dates

2011-12-30 Thread Jim Robinson
Folks, I don't recall if I picked these changes up from this list or if I muddled through it myself at one point, but since I just had to restore a backup from the ledger.el provided by the github repo for ledger I thought I'd post this: http://highwire.stanford.edu/~jimr/misc/ledger.el.diff i

Re: report on income vs expense?

2011-12-21 Thread Jim Robinson
Good point, I could probably simplify everything if I wrote a custom report string for ledger. I haven't learned the capabilities of that feature of ledger yet -- looking at the header files it looks very very capable (and daunting). Jim

Re: report on income vs expense?

2011-12-21 Thread Jim Robinson
I don't think I can use paste to compute the difference between income and expenses, and I don't think I know how to use paste w/o putting the data into files. Jim

Re: report on income vs expense?

2011-12-21 Thread Jim Robinson
Thanks for the advice. I'd attach my example script here, but Google Groups does't want to allow it. Here's my first pass at this functionality using sh + awk: http://highwire.stanford.edu/~jimr/misc/savings.sh.example.txt Jim

report on income vs expense?

2011-12-20 Thread Jim Robinson
Hi folks, Is it possible to generate an income vs expense report in one shot using ledger? I'm looking to generate a monthly report indicating PERIOD INCOME EXPENSE SAVINGS RATE where period is the month, income and expense are the total income:* and expense:* for that month, and savings and ra

Ledger BETA under Mac OS X Lion using Xcode 4.2?

2011-10-22 Thread Jim Robinson
Hi folks, Have any of you successfully built the Ledger 3 beta under Mac OS X Lion using Xcode 4.2? I find acprep builds me a binary but I can't execute it, it crashes with a malloc error: $ /usr/local/src/ledger/build/ledger/debug/ledger Ledger 3.0.0-20110325, the command-line accounting too