search

simonmichael / hledger

Robust, fast, intuitive plain text accounting tool with CLI, TUI and web interfaces.
https://hledger.org
GNU General Public License v3.0
2.98k stars 318 forks source link

Support/check lot movements #1023

Open simonmichael opened 5 years ago

simonmichael commented 5 years ago

Part of #1015. Depends on #1022. Also related: #858, #1016, #1017. This issue is about adding support for lot movements - withdrawals/sales, transfers - according to strategies such as FIFO. It includes:

  1. Journal syntax to manually specify the lot(s) being transferred
  2. Checking that manual lot movements conform to a desired strategy such as FIFO
  3. Possibly, automation to make lot movements easier.
simonmichael commented 3 years ago

Some useful discussion: https://www.reddit.com/r/plaintextaccounting/comments/ltqirt/one_lot_per_tx_or_how_to_handle_cost_basis_for/

lestephane commented 3 years ago

This would allow me to avoid using beancount side-by-side with hledger. Beancount has its own annoyances, but is decidedly good at tracking lots.