(when I say "running a report", that means running some command in the terminal to see just the numbers I want - most of us non-fava users do this. I'm not sure how you use beancount/fava)
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when tracking finances for multiple entities in a single file, it's important to keep things clear of course. Wouldn't you want to divide up income/expenses by project as well ?
I assume so too, but I'm really confused about beancount's CLI, sorry
slifty: for question 1, I would probably add the project as metadata on the individual posting rather than sub-accounts for each project. I think you should then be able to write a beancount query using the metadata in order to get a balance for just a specific project even across multiple bank accounts. And you can put the metadata on your Accounts Payable/Receivable postings too.
slifty: for question 2, why do you need the separate sub-account for each vendor? I would just put them all in one account and do a report by payee to see each vendor's balance.
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@gary I am storing invoices alongside my ledger; do you know if it's possible to maintain a document structure that doesn't mirror accounts directly (e.g. if I track vendor using the Payee model)? With sub-accounts I had each invoice in a ./Liabilities/AccountsPayable/VendorNameHere which aligned with the account. Fava seemed opinionated about that file structure, but I'm wondering if maybe I'm not so locked in.
(or, alternatively maybe I keep the AP sub-accounts but ditch the expense sub-accounts. food for thought.)
I know I'm saying thanks a lot but why stop now: thank you so much for the advice
simonmic:matrix.org @simonmic:matrix.org would stick with accounts for such an important subdivision that needs to be reliable
right. I was responding to "why do you need the separate sub-account for each vendor"
Once this is all done maybe I'll write a blog post to share what I've learned in case it helps others in future...
when you find you need to report things separately, that's the time to add separate accounts for them, usually
until then, less is more!
that's my motto
my PTA survival tip :)
Nuts, wish Fava could let me visualize by payee -- that's one big downside to not using vendor sub-accounts (e.g. being able to have my TreeMap show me which vendor is being paid the most, rather than one big
Wages block)
I see fava has "fava.plugins.link_documents" as a listed plugin, but the documentation doesn't make it too clear if this is enabled by default or if I have to do something to make it work... Anybody here know how I can have documents appear as linked to my transactions?
Looks like I just have to type
plugin "fava.plugins.link_documents" in my ledger (btw what is the "noun" for a beancount document? is it ledger? recordset?)
simonmic:matrix.org @simonmic:matrix.org would try caddy
how would you convert to cost or value with Beancount, like Ledger's -B or -V/-X ?
I'm pretty sure there's and example query in the docs and if not check the pta wiki?
If not I can dig up an example of you ping the thread again and I'm on my laptop
muonzoo (Alan Hawrylyshen) or anyone - a sample command line would be most welcome. There are a ton of docs
@muonzoo: here's an example, I'm wondering how to show cost and market value like this:
P 2022-01-01 A 3C
2022-01-01
(a) 1A @ 2B
comment
$ hledger bal -N
1A a
$ hledger bal -N -B
2B a
$ hledger bal -N -V
3C a
no, @putzwasser
I suggest you read the bean count docs on inventories
Thanks. If anyone can answer directly that will be ideal and appreciated
That doc is nice muonzoo (Alan Hawrylyshen) but assumes more beancount expertise than I have
those entries are incomplete, right ? "..."
and the commands are not shown
to recap: I'm looking for the beancount syntax and commands to report balances at cost and at market value
I don't know if that involves @ or {}, or if it has to involve lots/inventories as in that doc - I'm interested in simple non-investment transactions like a currency exchange