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quickref: cleanups

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Simon Michael
2023-11-30 12:26:11 -10:00
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% Syntax quick reference: Beancount
<link href="quickref.css" rel="stylesheet">
[Big 3](index.html)
| [Ledger](ledger.html)
| [hledger](hledger.html)
| **[Beancount](beancount.html)**
Last tested: 2016.
See also:
https://beancount.github.io/docs/beancount_language_syntax.html,
https://beancount.github.io/docs/beancount_cheat_sheet.html.
----
## Basic example
; a comment
2016-01-01 open Assets:Checking
2016-01-01 open Equity:Opening-Balances
2016-01-01 open Expenses:Groceries
2016-01-01 txn "set opening balance"
Assets:Checking 500.00 USD
Equity:Opening-Balances
2016-01-05 txn "farmer's market"
Expenses:Groceries 50 USD
Assets:Checking
All referenced accounts must have an open directive.
## Comments
; comment
Any unrecognised line is also a comment
## Basic transactions
DATE txn [["PAYEE"] "DESCRIPTION"]
ACCOUNT AMOUNT
ACCOUNT [AMOUNT]
DESCRIPTION must be in double quotes, can be multiline.
No need for two spaces between account and amount.
## Dates
YYYY-MM-DD
YYYY/MM/DD
YYYY.MM.DD
Only YYYY-MM-DD with 8 digits is officially supported.
## Account names
TOPACCT[:SUBACCT[:...]]
Income:Salary
Liabilities:CreditCard:CITI-1234
Assets:House
Top level account must be one of Assets, Liabilities, Equity, Income, Expenses.
Each subaccount must be capitalised.
Letters, digits and hyphen are allowed (no spaces).
## Amounts
QUANTITY COMMODITY
10USD
1000.0001 USD
COMMODITY is all capital letters, on the right, and required .
Decimal point is . (period).
Digit group separator , (comma) is allowed and ignored.
## More transaction features
DATE [txn|FLAG] [["PAYEE"] "DESCRIPTION"]
[FLAG] ACCOUNT AMOUNT [PRICE]
...
[FLAG] ACCOUNT AMOUNT [PRICE]
The txn keyword may be replaced by a FLAG.
For just a payee, use `"PAYEE" ""`.
## Prices
`{LOTUNITPRICE[ / LOTDATE]}`
and/or one of
`@ UNITPRICE`,
`@@ TOTALPRICE`.
Lot prices are remembered and form distinct commodities, other prices are not.
If there is both a lot price and a regular price, the latter records a market price.
## Balance assertions
DATE balance ACCOUNT AMOUNT
2014-08-09 balance Assets:Cash 562.00 USD
2014-08-09 balance Assets:Cash 210.00 CAD
Asserts the balance in this commodity,
in this account, including subaccounts,
at the start of this day.
## Balance assignments
## Directives
[DATE] KEYWORD ARGS...
[SUBDIRECTIVES]
DATE balance
DATE close
DATE commodity
DATE document
DATE event
DATE note
DATE open
DATE pad
DATE price
DATE txn
include
option
plugin
poptag
pushtag
## account, open
DATE open ACCOUNT [COMMODITY[,...]] [METHOD]
2014-05-01 open Assets:Cash USD,CAD
Every account posted to needs an open directive with prior date.
## close
DATE close ACCOUNT
## commodity
DATE commodity COMMODITY
[METADATA]
1867-01-01 commodity CAD
name: "Canadian Dollar"
asset-class: "cash"
Attaches metadata to a commodity.
## market price
DATE price COMMODITY AMOUNT
2014-07-09 price USD 1.08 CAD
Also set by transaction prices.