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update example ledger
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@andreasgerstmayr
andreasgerstmayr committed Sep 24, 2023
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5 changes: 5 additions & 0 deletions example/dashboards.yaml
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Original file line number Diff line number Diff line change
Expand Up @@ -177,6 +177,11 @@ dashboards:
width: 50%
link: /beancount/income_statement/
queries:
# Workaround for getting the last day of a given month:
# YMONTH(date) returns a date instance of 1st of the given month and year
# adding 31 days gives us the next month (unless it's e.g. Jan 31... this case should be avoided by using FIRST(date))
# YMONTH() gives 1st of the (next) month
# minus 1 day gives us the last day of the month
- bql: |
SELECT year, month,
CONVERT(LAST(balance), '{{ledger.ccy}}', DATE_ADD(YMONTH(DATE_ADD(YMONTH(FIRST(date)), 31)), -1)) AS value
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41 changes: 23 additions & 18 deletions example/example.beancount
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Original file line number Diff line number Diff line change
Expand Up @@ -91,10 +91,10 @@ option "operating_currency" "USD"
account: "00234-48574897"

2020-01-01 * "Opening Balance for checking account"
Assets:US:BofA:Checking 2863.71 USD
Equity:Opening-Balances -2863.71 USD
Assets:US:BofA:Checking 22863.71 USD
Equity:Opening-Balances -22863.71 USD

2020-01-02 balance Assets:US:BofA:Checking 2863.71 USD
2020-01-02 balance Assets:US:BofA:Checking 22863.71 USD

2020-01-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -116,7 +116,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -79.99 USD
Expenses:Housing:Internet 79.99 USD

2020-01-25 balance Assets:US:BofA:Checking 2851.83 USD
2020-01-25 balance Assets:US:BofA:Checking 22851.83 USD

2020-02-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -130,7 +130,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.00 USD
Expenses:Housing:Electricity 65.00 USD

2020-02-17 balance Assets:US:BofA:Checking 2491.46 USD
2020-02-17 balance Assets:US:BofA:Checking 22491.46 USD

2020-02-18 * "Verizon Wireless" ""
Assets:US:BofA:Checking -60.94 USD
Expand All @@ -152,7 +152,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.00 USD
Expenses:Housing:Electricity 65.00 USD

2020-03-11 balance Assets:US:BofA:Checking 689.56 USD
2020-03-11 balance Assets:US:BofA:Checking 20689.56 USD

2020-03-19 * "Verizon Wireless" ""
Assets:US:BofA:Checking -57.31 USD
Expand All @@ -162,7 +162,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -79.93 USD
Expenses:Housing:Internet 79.93 USD

2020-04-02 balance Assets:US:BofA:Checking 3253.52 USD
2020-04-02 balance Assets:US:BofA:Checking 23253.52 USD

2020-04-03 * "RiverBank Properties" "Paying the rent" #recurring
Assets:US:BofA:Checking -2400.00 USD
Expand All @@ -184,7 +184,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -79.88 USD
Expenses:Housing:Internet 79.88 USD

2020-04-30 balance Assets:US:BofA:Checking 2565.55 USD
2020-04-30 balance Assets:US:BofA:Checking 22565.55 USD

2020-05-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -206,7 +206,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -79.92 USD
Expenses:Housing:Internet 79.92 USD

2020-05-27 balance Assets:US:BofA:Checking 1907.32 USD
2020-05-27 balance Assets:US:BofA:Checking 21907.32 USD

2020-06-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -224,7 +224,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -52.18 USD
Expenses:Housing:Phone 52.18 USD

2020-06-19 balance Assets:US:BofA:Checking 1406.63 USD
2020-06-19 balance Assets:US:BofA:Checking 21406.63 USD

2020-06-22 * "Wine-Tarner Cable" ""
Assets:US:BofA:Checking -79.78 USD
Expand All @@ -242,7 +242,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.00 USD
Expenses:Housing:Electricity 65.00 USD

2020-07-12 balance Assets:US:BofA:Checking 0 USD
2020-07-12 balance Assets:US:BofA:Checking 20000 USD

2020-07-19 * "Verizon Wireless" ""
Assets:US:BofA:Checking -54.58 USD
Expand All @@ -260,7 +260,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -2400.00 USD
Expenses:Housing:Rent 2400.00 USD

2020-08-08 balance Assets:US:BofA:Checking 862.45 USD
2020-08-08 balance Assets:US:BofA:Checking 20862.45 USD

2020-08-09 * "EDISON POWER" ""
Assets:US:BofA:Checking -65.00 USD
Expand All @@ -274,7 +274,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -80.06 USD
Expenses:Housing:Internet 80.06 USD

2020-09-03 balance Assets:US:BofA:Checking 5232.37 USD
2020-09-03 balance Assets:US:BofA:Checking 25232.37 USD

2020-09-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -300,7 +300,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -79.96 USD
Expenses:Housing:Internet 79.96 USD

2020-09-24 balance Assets:US:BofA:Checking 976.51 USD
2020-09-24 balance Assets:US:BofA:Checking 20976.51 USD

2020-10-04 * "BANK FEES" "Monthly bank fee"
Assets:US:BofA:Checking -4.00 USD
Expand All @@ -318,7 +318,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.35 USD
Expenses:Housing:Phone 65.35 USD

2020-10-22 balance Assets:US:BofA:Checking 2900.73 USD
2020-10-22 balance Assets:US:BofA:Checking 22900.73 USD

2020-10-23 * "Wine-Tarner Cable" ""
Assets:US:BofA:Checking -80.13 USD
Expand All @@ -340,7 +340,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.00 USD
Expenses:Housing:Electricity 65.00 USD

2020-11-14 balance Assets:US:BofA:Checking 627.99 USD
2020-11-14 balance Assets:US:BofA:Checking 20627.99 USD

2020-11-18 * "Verizon Wireless" ""
Assets:US:BofA:Checking -56.26 USD
Expand All @@ -358,7 +358,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -2400.00 USD
Expenses:Housing:Rent 2400.00 USD

2020-12-06 balance Assets:US:BofA:Checking 3227.31 USD
2020-12-06 balance Assets:US:BofA:Checking 23227.31 USD

2020-12-09 * "EDISON POWER" ""
Assets:US:BofA:Checking -65.00 USD
Expand All @@ -372,7 +372,7 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -80.04 USD
Expenses:Housing:Internet 80.04 USD

2020-12-29 balance Assets:US:BofA:Checking 5192.27 USD
2020-12-29 balance Assets:US:BofA:Checking 25192.27 USD

2021-01-03 * "RiverBank Properties" "Paying the rent" #recurring
Assets:US:BofA:Checking -2400.00 USD
Expand All @@ -386,6 +386,10 @@ option "operating_currency" "USD"
Assets:US:BofA:Checking -65.00 USD
Expenses:Housing:Electricity 65.00 USD

2021-01-15 * "Wedding" #wedding
Assets:US:BofA:Checking -20000.00 USD
Expenses:Wedding

2021-01-19 * "Verizon Wireless" ""
Assets:US:BofA:Checking -54.81 USD
Expenses:Housing:Phone 54.81 USD
Expand Down Expand Up @@ -4469,6 +4473,7 @@ option "operating_currency" "USD"
1980-05-12 open Expenses:Financial:Fees
1980-05-12 open Expenses:Financial:Commissions
1980-05-12 open Expenses:Shopping:Electronics
1980-05-12 open Expenses:Wedding



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