Re: Resetting income/expense accounts to zero yearly..

[Martin Blais]

The feature I thought for this is the ability to add an assertion over an arbitrary period of time.

This is related to budgeting, to some extent.

For example, you should be able to say "assert that between this date and that date the balance changes by at least/at most/exactly this much", e.g.

  2014-04-30 balance since 2014-04-01   Expenses:Restaurant   <600.00 USD

I think Ledger can already do this if I recall, via an expression?

On Sat, Jun 13, 2015 at 4:11 PM, Nathan Grigg <nat...@nathangrigg.net> wrote:

Related to the current thread, but slightly tangential:

Sometimes I've felt the need for balance assertions for Income/Expense accounts, but I've been discouraged by the fact that the balance of these accounts is not meaningful without specifying a period.

In short, it would be convenient to have year-to-date balance assertions on Income and Expense accounts. For example, reports from my employer's payroll and from my health insurance include year-to-date totals that I could use to ensure I'm not missing transactions.

Nathan

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[Chris Bennett]

> The feature I thought for this is the ability to add an assertion over an
> arbitrary period of time.
> This is related to budgeting, to some extent.
> For example, you should be able to say "assert that between this date and
> that date the balance changes by at least/at most/exactly this much", e.g.
>
> 2014-04-30 balance since 2014-04-01 Expenses:Restaurant <600.00 USD
>
> I think Ledger can already do this if I recall, via an expression?

Did anything come of us this for beancount, or a way of expressing
this in ledger?

This is exactly what I'm attempting to do to improve the integrity of
my quarterly & annual ledger files for personal & business activity,
whilst refactoring the parts of my account structure I'm not happy
about :)

Regards,

Chris

[Martin Blais]

On Fri, Feb 12, 2016 at 8:53 PM, Chris Bennett <ch...@ceegeebee.com> wrote:

> The feature I thought for this is the ability to add an assertion over an
> arbitrary period of time.
> This is related to budgeting, to some extent.
> For example, you should be able to say "assert that between this date and
> that date the balance changes by at least/at most/exactly this much", e.g.
>
>   2014-04-30 balance since 2014-04-01   Expenses:Restaurant   <600.00 USD
>
> I think Ledger can already do this if I recall, via an expression?

Did anything come of us this for beancount, or a way of expressing
this in ledger?

In Beancount, not done yet.

If you feel taking a shot at it:

The grammar would need some extension to handle some new syntax goodness, here:

https://bitbucket.org/blais/beancount/src/b71424fdefe87d2019180b67329109161e7a77e8/src/python/beancount/parser/grammar.y?at=default&fileviewer=file-view-default

And in its handlers called back on the Python side:

https://bitbucket.org/blais/beancount/src/b71424fdefe87d2019180b67329109161e7a77e8/src/python/beancount/parser/grammar.py?at=default&fileviewer=file-view-default

The data object it produces is here:

https://bitbucket.org/blais/beancount/src/b71424fdefe87d2019180b67329109161e7a77e8/src/python/beancount/core/data.py?at=default&fileviewer=file-view-default#data.py-105

Here's where the check is for the simple equality version, which would need to handle inequalities:

https://bitbucket.org/blais/beancount/src/b71424fdefe87d2019180b67329109161e7a77e8/src/python/beancount/ops/balance.py?at=default&fileviewer=file-view-default#balance.py-58

In Ledger, no idea, but I think it's already there through some of the generalized expressions.

This is exactly what I'm attempting to do to improve the integrity of
my quarterly & annual ledger files for personal & business activity,
whilst refactoring the parts of my account structure I'm not happy
about :)

I love it

 

Regards,

Chris

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