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12,020 changes: 4,351 additions & 7,669 deletions api_reference/beancount.core.html
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Expand Up @@ -269,6 +269,7 @@ <h2 id="books-and-articles">Books and Articles<a id="books-and-articles"></a><a
<p><a href="https://reds-rants.netlify.app/personal-finance/tax-loss-harvesting-with-beancount/"><u>Tax Loss Harvesting with Beancount</u></a> (RedStreet): An article about TLH from a US perspective, includes requirements, wash sale subtleties and safe to sell/buy dates, and comparisons to robo-advisors. (Related: <a href="https://github.com/redstreet/fava_investor/tree/main/fava_investor/modules/tlh"><u>fava_investor TLH module</u></a>. for fava and plain-beancount command line version).</p>
<p><a href="https://reds-rants.netlify.app/personal-finance/scaled-estimates-of-mutual-fund-navs/"><u>Scaled Estimates of Mutual Fund NAVs</u></a> (RedStreet) : Problem: Mutual fund NAVs (at least in the US) are updated exactly once per day, at the end of the day. When needing to make financial decisions when the trading window is still open (eg: when tax loss harvesting), and the end-of-day NAV is not yet available, it is sometimes useful to make a trivial estimate of that NAV, especially on days when there are huge changes in the market.</p>
<p><a href="https://noisysignal.com/trade_hist_shortcut/"><u>A Shortcut to Scrape Trade History from Fidelity</u></a> (David Avraamides) I wrote up a description of how I use a Shortcut to scrape trade history from Fidelity’s website, run it through a Python script to convert to Beancount’s ledger format, and then save it in the clipboard so I can paste it into a ledger file.</p>
<p><a href="https://lazy-beancount.xyz/"><u>Lazy Beancount</u></a> (Vasily M) / <a href="https://github.com/Evernight/lazy-beancount"><u>Evernight/lazy-beancount</u></a> : Opinionated guide on how to start (and continue) tracking personal finances using the open-source Beancount accounting system. It comes together with some code. The primary goal of this guide is to provide you a way to start managing your own finances using plain-text accounting gradually and incrementally. Also with various useful tools already included and set up.</p>
<h2 id="plugins">Plugins<a id="plugins"></a><a class="headerlink" href="#plugins" title="Permanent link"></a></h2>
<p><a href="https://www.google.com/url?q=https%3A%2F%2Fgist.github.com%2Fkljohann%2Faebac3f0146680fd9aa5&amp;sa=D&amp;sntz=1&amp;usg=AFQjCNGn2AkL35onTeXgOQzLzkjVpvLcpg"><u>split_transactions</u></a>: Johann Klähn <a href="https://groups.google.com/d/msg/beancount/z9sPboW4U3c/1qIIzro4zFoJ"><u>wrote a plugin</u></a> that can split a single transaction into many against a limbo account, as would be done for depreciation.</p>
<p><a href="https://github.com/redstreet/beancount_reds_plugins"><u>zerosum</u></a>: Red S <a href="https://groups.google.com/d/msg/beancount/MU6KozsmqGQ/sehD3dqZslEJ"><u>wrote a plugin</u></a> to match up transactions that when taken together should sum up to zero and move them to a separate account.</p>
Expand All @@ -287,6 +288,7 @@ <h2 id="plugins">Plugins<a id="plugins"></a><a class="headerlink" href="#plugins
<p><a href="https://github.com/redstreet/beancount_reds_plugins"><u>rename_accounts</u></a>: Plugin from Red S to rename accounts. E.g.: rename “Expenses:Taxes” to “Income:Taxes” is helpful for expense analysis. <a href="https://github.com/redstreet/beancount_reds_plugins/tree/main/beancount_reds_plugins/rename_accounts#readme"><u>More here</u></a>.</p>
<p><a href="https://github.com/redstreet/beancount_reds_plugins/tree/master/beancount_reds_plugins/capital_gains_classifier"><u>Long_short capital gains classifier</u></a>: Plugin from Red S to classify capital gains into long and short based on duration the assets were held, and into gains and losses based on value.</p>
<p><a href="https://github.com/redstreet/beancount_reds_plugins/tree/main/beancount_reds_plugins/autoclose_tree"><u>Autoclose_tree</u></a>: Automatically closes all of an account's descendants when an account is closed.</p>
<p><a href="https://github.com/Evernight/beancount-valuation"><u>Evernight/beancount-valuation</u></a> (Vasily M) : A Beancount plugin to track total value of the opaque fund. You can use it instead of the balance operation to assert total value of the account. If the value of the account is currently different, it will instead alter price of the underlying synthetical commodity created by the plugin used for technical purposes.</p>
<h2 id="tools">Tools<a id="tools"></a><a class="headerlink" href="#tools" title="Permanent link"></a></h2>
<p><a href="https://github.com/blaulan/alfred-beancount"><u>alfred-beancount</u></a> (Yue Wu): An add-on to the “Alfred” macOS tool to quickly enter transactions in one’s Beancount file. Supports full account names and payees match.</p>
<p><a href="https://github.com/simon-v/bean-add"><u>bean-add</u></a> (Simon Volpert): A Beancount transaction entry assistant.</p>
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Expand Up @@ -333,5 +333,5 @@ <h2 id="about-this-documentation">About this Documentation<a id="about-this-docu

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3 changes: 2 additions & 1 deletion installing_beancount.html
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Expand Up @@ -241,7 +241,8 @@ <h1 id="installing-beancount">Installing Beancount<a id="title"></a><a class="he
<p><a href="http://furius.ca/beancount/doc/install"><u>http://furius.ca/beancount/doc/install</u></a></p>
<p><em>Instructions for downloading and installing Beancount on your computer.</em></p>
<h2 id="releases">Releases<a id="releases"></a><a class="headerlink" href="#releases" title="Permanent link"></a></h2>
<p>Beancount is a mature project: the first version was written in 2008. The current version (v3) of Beancount is stable and under continued maintenance and development. There is a <a href="https://groups.google.com/forum/#!forum/beancount"><u>mailing-list</u></a> and a <a href="https://pypi.python.org/pypi/beancount"><u>PyPI</u></a> page.</p>
<p>Beancount is a mature project: the first version was written in 2008. The current version of Beancount — branch "v3" — is stable and under continued maintenance and development. There is a <a href="https://groups.google.com/forum/#!forum/beancount"><u>mailing-list</u></a> and a <a href="https://pypi.python.org/pypi/beancount"><u>PyPI</u></a> page. The "master" branch is the development branch.</p>
<p>(Note: If you used the "v2" branch in the past, many of the tools have been removed from branch "v3" and moved to their own dedicated github projects under <a href="http://github.com/beancount"><u>http://github.com/beancount</u></a>. Some of the tools, e.g. bean-report, bean-web, have been deprecated.)</p>
<h2 id="where-to-get-it">Where to Get It<a id="where-to-get-it"></a><a class="headerlink" href="#where-to-get-it" title="Permanent link"></a></h2>
<p>This is the official location for the source code:</p>
<blockquote>
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