Re: Beancount - Income and Expenses Signs

[Martin Blais]

On Wed, Jun 28, 2017 at 2:00 AM, Kunal A. <kuna...@gmail.com> wrote:

I have a question about the direction of accounts(credit/debit) in Beancount.

Usually in Ledger I would have had :-
Revenue/Income (-)
Assets (+/- )

Assets is +

 

Liabilities (+/- )

Liabilities is -

 

Expenses (+)

I am not sure if the same applies for Beancount particularly because Fava has a nice interface that shows Income and expenses with a graph and having Income in negative would look a bit odd.

I have a feature request to render all amounts with corrected signs (absolute value expected to be positive).

Internally nothing would change, however.

This is possible because all amounts from postings have an associated account, so the signs can be corrected.

Let me know your view on the above.

Other notes:

The signs are the usual ones. It's possible from time-to-time that an account temporarily holds a balance of a different sign.

Postings (changes) to assets and liabilities accounts can be of either sign.

Postings to expenses accounts are nearly always positive.

Postings to income accounts are nearly always negative.

Another interesting feature I found was was the TreeMap and I was wondering if it is possible to use expressions to reduce the depth of the Treemap?
For example i would have:

Expenses;Cafe:TeaHome
Expenses:Cafe:Starbucks
Expenses:Restaurant:McDonald
Expenses:Restaurant:PizzaHut

I would only want to get a reporting for the subheading of Cafe/Restaurant and now the lower levels(TeaHome,Starbucks etc..
Is this possible? I still need to get familiarized with BQL so  I haven't tried using it yet.

You'd write some custom script to do that.

I have an old test I did here:

https://bitbucket.org/blais/beancount/src/e807c4552f812e685234f5967ec60bbb55c3e6f1/experiments/visualizations/treemap.py?at=default&fileviewer=file-view-default

I think this type of thing is supported in Fava.

Thanks
Kunal A.

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