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    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}}
    oz_
    @oz_:matrix.org
    [m]

    Hi guys, a couple of things:
    1) I would like to contribute and develop a plugin to review a portfolio status, realized & unrealized P&L, IRR, dividends, yield, etc, and really don´t know where to start
    2) How do I install the latest version of fava from git-hub using pip? I can´t see the "invert" option in the pip 1.18 version

    thanks

    2 replies
    floatingheads
    @floatingheads
    @oz_:matrix.org I would check out the beangrow repo first (written by Martin) and see if that suits your needs enough.
    3 replies
    deltadelta
    @deltadelta:matrix.parinux.org
    [m]
    btw it's a shame that this channel is not cited on the beancount landing page. That is, if "pure beancount" (without fava) questions are also in scope.
    Paul
    @pwalkr

    Hello! I've got an organizational/filter question... I'm trying to get separate reports for "Future-taxable" (401k/IRA) and "already-taxed" accounts (Roth IRA/~HSA). Here's how I'm funding them:

    option "title" "Example"
    option "operating_currency" "USD"
    
    2021-01-01 open Assets:Fidelity:HSA
    2021-01-01 open Assets:Fidelity:401k
    2021-01-01 open Assets:Vanguard:HSA
    2021-01-01 open Assets:Vanguard:401k
    2021-01-01 open Income:Salary
    
    2021-01-01 * "Paycheck"
      Assets:Fidelity:401k                                  100 USD
      Assets:Fidelity:HSA                                   100 USD
      Income:Salary
    
    2021-02-01 * "Paycheck"
      Assets:Vanguard:401k                                  100 USD
      Assets:Vanguard:HSA                                   100 USD
      Income:Salary

    Problem: filtering by "HSA" doesn't do anything on balance_sheet/ or account/Assets/ endpoints - the balances include all postings.

    My current solution is to nest accounts: Assets:PreTax:Vanguard:401k and Assets:PostTax:Vanguard:HSA, but then I lose visibility on all Vanguard or Fidelity. Is there a better way? I'd like to avoid splitting transactions.

    floatingheads
    @floatingheads
    @pwalkr just run a query
    Paul
    @pwalkr
    Newb question: like? I've actually been able to avoid using custom queries so far. Fava's delivered on everything else through basic filters.
    Paul
    @pwalkr
    balances where account ~ "HSA" is close. If there's an easy way to get a total, that'd be perfect. I can figure out dates.
    4 replies
    Paul
    @pwalkr
    Any known quirks with the query charts? This URL doesn't show a chart in latest brave/chrome, or on page-load in Firefox. In firefox I can click charts=false and then back to get a chart.
    https://fava.pythonanywhere.com/example-beancount-file/query/?query_string=SELECT+date%2C+balance+WHERE+account+%7E+%27BofA%27
    I can create an issue with more info if no one has any tips.
    deltadelta
    @deltadelta:matrix.parinux.org
    [m]
    I have chart on page load with firefox.
    oz_
    @oz_:matrix.org
    [m]
    Hi all, How do I install the latest version of fava from git-hub using pip? I can´t see the "invert" option in the pip 1.18 version
    2 replies
    deltadelta
    @deltadelta:matrix.parinux.org
    [m]
    Wow. Amazingly quick reaction to beancount/fava#1266 from patrick and @yagebu. Many thanks !