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Hledger is pretty good for basic accounting. I recently had to do some tracking of stocks and lots and forex and the developers decided not to implement lot-bas

Hledger is pretty good for basic accounting. I recently had to do some tracking of stocks and lots and forex and the developers decided not to implement lot-based tracking. Which made it impossible to accurately track money. So back to plain ledger. If I was starting over I'd probably consider beancount. But there's only so much I can do a day.

smichael 7y ago
I guess you haven’t seen https://github.com/simonmichael/hledger/issues/1015 https://github.com/simonmichael/hledger/issues/1015 ?
- ryanobjc 7y ago
  I have but I couldn't make it work. The issue seemed to boil down to "when do you price commodities?". Hledger doesn't let you report the price at the actual sale. The history flag didn't work I forget the reasons at this moment but if I recall correctly it boiled down to "price at market" type of features. That works fine for asset type accounts. But when we are taking about as-was accounting it doesn't work well enough. Beancount has some interesting ideas about lot tracking but switching cost is too high - I have years and 35k lines.
  - smichael 7y ago
    What I mean is: - "The developers decided not to implement lot-based tracking" seems a misunderstanding. Perhaps "the developers have dragged their heels on exactly replicating Ledger's handling of lots" is more accurate (and I could justify that!). - we have never had sophisticated valuation/investment features, but there's a bunch of work in progress on this area right now; more flexible valuation (https://github.com/simonmichael/hledger/issues/329 https://github.com/simonmichael/hledger/issues/329) is a current focus and needs testers.. And, right now it should be possible to manage lots manually, similar to http://rantsideasstuff.com/posts/2018/07/01-tracking-investments-in-lots-with-hledger http://rantsideasstuff.com/posts/2018/07/01-tracking-investm... . It's a manual process in Ledger too after all. Let's chat in #hledger if you'd like.

smichael 7y ago

I guess you haven’t seen https://github.com/simonmichael/hledger/issues/1015 https://github.com/simonmichael/hledger/issues/1015 ?

ryanobjc 7y ago
I have but I couldn't make it work. The issue seemed to boil down to "when do you price commodities?". Hledger doesn't let you report the price at the actual sale. The history flag didn't work I forget the reasons at this moment but if I recall correctly it boiled down to "price at market" type of features. That works fine for asset type accounts. But when we are taking about as-was accounting it doesn't work well enough. Beancount has some interesting ideas about lot tracking but switching cost is too high - I have years and 35k lines.
- smichael 7y ago
  What I mean is: - "The developers decided not to implement lot-based tracking" seems a misunderstanding. Perhaps "the developers have dragged their heels on exactly replicating Ledger's handling of lots" is more accurate (and I could justify that!). - we have never had sophisticated valuation/investment features, but there's a bunch of work in progress on this area right now; more flexible valuation (https://github.com/simonmichael/hledger/issues/329 https://github.com/simonmichael/hledger/issues/329) is a current focus and needs testers.. And, right now it should be possible to manage lots manually, similar to http://rantsideasstuff.com/posts/2018/07/01-tracking-investments-in-lots-with-hledger http://rantsideasstuff.com/posts/2018/07/01-tracking-investm... . It's a manual process in Ledger too after all. Let's chat in #hledger if you'd like.