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    putzwasser
    @putzwasser
    Accodring to the fava help this should only show the entries made in 2020 and 2021
    Jakob Schnitzer
    @yagebu

    I tired the filter by date function, so query holdings/lots I acquired last year. I entered year-1 - year in the search bar, but still all lots are shown. What's my mistake here?

    @putzwasser: The holdings report will show all commodities held in 2020 if you filter for 2020, not all commodities acquired in 2020. For the latter, you'll need to look at the journal or use the BQL

    putzwasser
    @putzwasser
    Thanks for the info
    Red S
    @redstreet

    I have been trying to get extensions running in Fava but without success.

    Installed them with pip --user. And have put 2000-01-01 custom "fava-extension" "fava_investor" "{}"in the top om my beancount file.

    When starting Fava the modules fail to load. What am I missing?

    Running MacOS.
    Extensions I am trying to use are Fava-investor and Fava-Envelope

    Did you install via pip? What happens if you start a python shell and type import fava_investor?

    Red S
    @redstreet

    @yagebu : in _tree_table.html, there is this macro: {% macro tree(account_node) %}

    I wrote a macro based off of this in fava_investor here called asset_tree.

    This asset_tree macro worked fine until fava v1.14 (and still does). With v1.15 onwards, nothing happens when the tree's expansion/collapse triangles are clicked. Nothing has changed in fava_investor.

    Any idea how I could go about debugging this? Thanks!

    Jakob Schnitzer
    @yagebu
    @redstreet: The toggling is now implemented a bit differently, so you'll have to align your HTML with the one in Fava. Wrapping your <ol> element in a <tree-table> element should do the trick, but better check Fava's source if anything else needs to change in your macro.
    parseaus
    @parseaus

    I have been trying to get extensions running in Fava but without success.
    When starting Fava the modules fail to load. What am I missing?

    @parseaus , You gotta give us an error message or something.

    I have been trying to get extensions running in Fava but without success.

    Installed them with pip --user. And have put 2000-01-01 custom "fava-extension" "fava_investor" "{}"in the top om my beancount file.

    When starting Fava the modules fail to load. What am I missing?

    Running MacOS.
    Extensions I am trying to use are Fava-investor and Fava-Envelope

    Did you install via pip? What happens if you start a python shell and type import fava_investor?

    I get the following:
    File "<stdin>", line 1, in <module> ModuleNotFoundError: No module named 'fava_option'

    Red S
    @redstreet
    Red S
    @redstreet
    That did it! Thanks much @yagebu !
    floatingheads
    @floatingheads
    For the graphing in the balance sheet, is there a way to only display the operating currency(ies)? I have a few fake currencies that show up, which skew the scale and generally detract from the clean graph. I had been using something along the lines of 1000.00 USIRA {0.00 USD} to force it not to show up, but that has other drawbacks and seems like a poor way to address it.
    dnjkalnvfjdkln
    @dnjkalnvfjdkln

    Hello again!!

    I have 1 error message which I am not sure of

    in FAVA

    No operating currency specified. Please add one to your beancount file.

    What is the operating currency? It does not work at cost, it can convert to USD

    Please let me know
    Thank You!

    see "Preamble to your Input File"
    dnjkalnvfjdkln
    @dnjkalnvfjdkln
    error fixed thanks
    floatingheads
    @floatingheads
    In thinking about it further, I suppose the graph at cost really doesn't matter. The market value is the one that's relevant and I can just set all the prices to zero there. Off to rework all my fake currencies now.
    uglycoyote
    @uglycoyote
    Hi! I like how it's quick in Fava to search for a specific year in the time search box, but what if you were using beancount/fava to do accounting over a fiscal year that starts at a strange time? Is there some way to mark the transactions to delineate the end of one period and the start of a next so that those are easily searchable? In my case we use the calendar year as the fiscal year, but there are some transactions which happen a bit late (e.g. some transactions went through in Jan 2021 which are really part of the 2020 budget) so when I search for "2020" those ones don't show up and the balances are off. Is there a way that I can make a quickly-searchable "2020 budget year" which would include the right transactions, without having to fudge the date of those late transactions? Thanks!
    Jakob Schnitzer
    @yagebu
    Fava has a fiscal-year-end option to set the fiscal year and then allows you to use filters like FY2020, but that doesn't seem quite right in your case where the fiscal year is actually the calendar year and these "budget years" sound like they could have differing start and end dates each year. I personally move those transactions (like the taxes for 2020 that I'll pay in 2021) to the "correct" calendar year and use payable/receivable accounts until their paid. So you could move those transactions to 2020-12-31, then they'd use the correct budget of 2020. If you don't want to do that, you can also write a specific date range as a time filter in Fava, like 2020 - 2021-01 which would go from 2020-01-01 until 2021-01-31 (replace the end points with more specific dates if you like)
    hoellen
    @roman:hoellen.eu
    [m]
    Hey Plaintextaccounting-Friends,
    I want to hide the documents which are already linked in a transaction. So I don't have duplicate entries for one same document.
    Is this possible with FAVA? If yes, how? Thank you very much in advance!
    Jakob Schnitzer
    @yagebu
    @roman:hoellen.eu: You'll need to enable the link_documents plugin that Fava ships with, then these documents should be hidden by default
    1 reply
    uglycoyote
    @uglycoyote
    @yagebu thanks for your suggestions regarding strange fiscal years. Yes it does seem like searching for a strange date range is my best option at the moment. It would be nice if there was a way to give a date range like that a name in the .beancount file, so that you could type that name into the search box (e.g. "Fiscal2020") rather than needing to remember the date range and re-type it each time you visit Fava.
    grostim
    @grostim
    Hi guys!
    Just wondering what will be the migration process towards v3 for a standard user ? Will this be transparent for fava ?
    Martin Blais
    @blais
    v3 is going to take a while. It's Python API will be rewritten from scratch (but otherwise structurally similar). It's too early to make plans. I'd wait until the new API has stabilized.
    Jakob Schnitzer
    @yagebu
    Waiting a bit more to see where the journey is going with V3 was my plan as well. On the Fava side, I think there shouldn't be too many user-facing breaking changes. Depending on how much of Beancount's functionality you're using, the impact of the migration will vary of course. Users of the import functionality will have to migrate to beangulp for example.
    floatingheads
    @floatingheads
    Is there a way to start fava (or an option you can enable) to have it open the Beancount file with the no-cache option? Can be tedious to start and stop fava frequently to test plugins/extensions.
    Adam Gibbins
    @adamgibbins
    if you set BEANCOUNT_DISABLE_LOAD_CACHE it will disable the cache
    @floatingheads :point_up:
    floatingheads
    @floatingheads
    Awesome! Thanks @adamgibbins
    Jakob Schnitzer
    @yagebu
    @floatingheads: Fava doesn't use Beancount's cache mechanism, but rather does it's own file watching, so that environment variable won't help. So to account for your use case, we either need to add all plugin/extension files to the list of watched files or we could maybe just add "force reload" button. Could you open an issue?
    floatingheads
    @floatingheads
    Sure. Force reload definitely seems simpler and plenty sufficient for the usage.
    Jonathan
    @FalconProgrammer_gitlab
    I'm trying to diagnose an issue with fava-envelope (posted here: polarmutex/fava-envelope#20), but I'm stuck as I don't know what the type of code is for the macros (I'm not that experienced with HTML or fava). Can anyone give me any information that might help? Thanks.
    Jonathan
    @FalconProgrammer_gitlab
    Ok, I've figured it out. It's an issue caused by an update of fava git changing the macro signature of query_table. Not sure how to fix, but at least I've identified the cause.
    pfrancois
    @pfrancois
    how to be able to export a csv file of a table with filter ? (not a query )
    another thing that could be very good is to be to transform a table filtered into a query...
    Eugeniu Plamadeala
    @Zburatorul
    Folks, how would you write down a stock merger transaction?
    A 2-to-1 merger should look something like this.
    Assets:A -200 {} Assets:B +100 {}
    But beancount says it "Failed to categorize posting 2".
    I have FIFO as the lot matching on asset A, so the first posting should transform to a clear amount of USD presumably.
    Eugeniu Plamadeala
    @Zburatorul
    Still seems to be a FIFO/LIFO issue because if I manually specify the original cost of the A asset lot that I want to reduce the transaction works.
    floatingheads
    @floatingheads
    @Zburatorul Did you account for PnL somewhere for the change in value of Asset A?
    Eugeniu Plamadeala
    @Zburatorul
    There is no change in value as far as that transaction is concerned.
    I am trying to transfer the cost basis from A to B; I do not want to recognize any gains.
    floatingheads
    @floatingheads
    @Zburatorul are you trying to completely sell A and buy B or just a portion? Can you post the complete transaction?
    deltadelta
    @deltadelta:matrix.parinux.org
    [m]
    Is there a way to have fava display treemap or sunburst for a given account ?
    floatingheads
    @floatingheads
    @deltadelta:matrix.parinux.org have you looked at fava_investor by redstreet? Not sure what your end goal is but that may be what you're looking for.
    deltadelta
    @deltadelta:matrix.parinux.org
    [m]
    Investment is not the only use case I had in mind, but this is indeed promising. I'll have a try. Thanks!
    Tomás Rojas Castiglione
    @tomas.rojas.c_gitlab
    Hi! I am getting this error when trying to run fava
    ModuleNotFoundError: No module named 'beancount.reports.context'
    any ideas on how to solve it?
    Eugeniu Plamadeala
    @Zburatorul

    @Zburatorul are you trying to completely sell A and buy B or just a portion? Can you post the complete transaction?

    @floatingheads, I am trying to convert all of asset A into B.
    The complete list of transactions might consist of buying A at two different prices, then converting to B.

    `2021-01-01 * "Buy first lot"
    Assets:Bank -100 USD
    Assets:A 1 A {}

    2021-02-01 * "Buy second lot"
    Assets:Bank -100 USD
    Assets:A 0.75 A {}

    2021-03-01 * "Stock merger where two shares of A become one of B"
    Assets:A -1.75 A {}
    Assets:B 0.875 B {}
    `
    I guess what I'm looking to do has been asked a bunch already: transfer lots/cost basis from one account to another, but with the extra twist of some n-to-m conversion ratio.

    floatingheads
    @floatingheads
    @Zburatorul I think the main thing that I'm not seeing that I wanted to make sure you were doing is that the asset you buy needs to have some form of cost specified.
    Eugeniu Plamadeala
    @Zburatorul
    You'll agree that asset A has a cost specified. Meanwhile the question is how asset B can inherit A's cost basis structure.
    floatingheads
    @floatingheads
    @Zburatorul I believe your transactions would look something like this. You need some sort of a cost basis for your stocks, not just the 100 USD taken out of your bank account. I believe the {{ }} total cost syntax is deprecated, but it still works. I think it's something like { # 100.00 USD} now, but I don't use that syntax. Just putting it in as an example as it's what I know. Feel free to investigate that part further.
    2021-01-01 * "Buy first lot"
      Assets:Bank  -100.00 USD
      Assets:A        1.00 A {{100.00 USD}}
    
    2021-02-01 * "Buy second lot"
      Assets:Bank  -100.00 USD
      Assets:A        0.75 A {{100.00 USD}}
    
    2021-03-01 * "Exchange shares of A for shares of B"
      Assets:A       -1.75 A {}
      Assets:B       0.875 B {{200.00 USD}}