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beancount / fava

Fava - web interface for Beancount
https://beancount.github.io/fava/
MIT License
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Allow documents stored in non-leaf account ? #1053

Closed grostim closed 4 years ago

grostim commented 4 years ago

Hi.

It would make sense to me to have documents attached to non-leaf account.

Typically, I have my trading accounts structured with one sub-account per stock:

Assets:US:ETrade:IBM
Assets:US:ETrade:MSFT
Assets:US:ETrade:FOO
...

The documents, i'd like to attached (typically monthly statement) are not related to a specific stock. It's a general report for the trading account. Therefore, it would make sense to classify the document in Assets:US:ETrade . Fava prevent me to store the document there because it is a non-leaf account. If i manually copy the file in the relevant directory, fava don't find it. (or don't take it in consideration).

Is this a limitation of Fava or beancount ? Is there a workaround ?

yagebu commented 4 years ago

This has little to do with Fava and is supported. The account needs to exist though, so you'll need to open it

grostim commented 4 years ago

Sorry, but if it is supported, it is not working for me though. Documents stored in a non-leaf account are not displayed by fava.

What should i do ?

yagebu commented 4 years ago

What should i do ?

As I said above, the account needs to be opened. So e.g.:

2000-01-01 open Assets:US:Etrade