Addendum to payee discussion - what if I DO want multiple payees in a transaction?

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Oon-Ee Ng

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Dec 21, 2016, 6:01:02 PM12/21/16
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Referring to the excellent post here - https://groups.google.com/forum/#!msg/ledger-cli/hkCNoR4-Mjw/p-kNVAmPpngJ

What comes to mind in this situation is something like this:-

2016-01-01 * "Went out for a meal with friends"
    Expenses:Dining    25 USD
    Liabilities:CreditCards:AMEX    100 USD
    Liabilities:Loans:FriendA   35 USD
    Liabilities:Loans:FriendB   40 USD

Here there's subaccounts for the amounts that I'm paying for (and which my friends will be repaying to me, probably in a bank transfer at some point in time). A short term loan of sorts.

Makes sense to me for posting-level payees here, as if this is at all common then the number of subaccounts will be substantial. Probably a bit messy, especially since I don't think I'd remember to close those subaccounts (besides, I may see him/her for dinner again in a few years time!)

Any suggestions?

Jason Chu

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Dec 21, 2016, 6:08:09 PM12/21/16
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Usually in my case, I will use an Assets:AccountsPayable account (short term loan) as the target and then I'll tag and link the transactions with people's names or "invoice" numbers.  Links would be used when the money was paid back.

It is harder if the transaction has multiple payees though, you'd probably need to have tags on the account legs, which I believe has been discussed on this list before.

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Jason Chu

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Dec 21, 2016, 6:24:15 PM12/21/16
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Doh, I meant Assets:AccountsReceivable.

Oon-Ee Ng

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Dec 21, 2016, 10:13:37 PM12/21/16
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Metadata! Yes that sounds like a good solution/workaround at this
point. Now to go test how metadata is reported in fava....

Multiple payees still makes theoretical sense though.
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Martin Blais

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Dec 21, 2016, 11:52:49 PM12/21/16
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The bottom line is that you need to select some subset of rows, huh, postings.
Anything that helps you disambiguate those postings from others is fair game.
Subaccounts, metadata, whatevs.



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Oon-Ee Ng

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Dec 22, 2016, 4:05:23 PM12/22/16
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Thanks Martin.

From playing around (and to round off the thread) it seems subaccounts
are a bit more useful in this situation than metadata. If only because
fava reports them automatically.

Also it seems super simple to add subaccounts (compared to gnucash
which I'm trying to transition from) so I guess I'll go that route.
Similar to how git makes branching easy enough that I would not be
able to use svn today.
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