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rx_def.beancount
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option "title" "Regular Expected Transaction Definitions"
plugin "rx_txn_plugin"
pushtag #rx_txn
;; All accounts referenced by definitions should be defined on the main ledger.
;; Enter definitions after this line...
* Expenses
2022-10-05 * "EDISON" "Electricity, monthly fixed tarrif"
freq: "m"
Assets:US:BofA:Checking -65.00 USD
Expenses:Home:Electricity
2022-10-16 * "Verizon" "Telecoms, monthly variable" #you-can-inc-tags
; 2022-10-16 is a Sunday. By default, the next generated transaction
; will be rolled forwards to 2022-10-17 (Monday) although transactions
; thereafter will be dated the 16 of each month whenever the 16 is a
; weekday.
freq: "m"
Assets:US:BofA:Checking -55.00 USD
Expenses:Home:Phone
2023-04-18 * "Erie" "Home insurance, yearly premium"
freq: "y" ; annual frequency
Assets:US:BofA:Checking -427.60 USD
Expenses:Home:Insurance
* Define frequency as a pandas frequency
2022-10-01 * "Account Fee" "Monthly bank fee"
freq: "BMS" ; date transactions as first business day of each month
Assets:US:BofA:Checking -4.00 USD
Expenses:Financial:Fees
2022-10-31 * "Slate" "Credit Card payment"
freq: "BME" ; date transactions as last business day of each month
Assets:US:BofA:Checking -250.00 USD
Liabilities:US:Chase:Slate
2022-10-15 * "Metro" "Tram tickets, Metro Authority"
freq: "SMS" ; semi-month start, 1st and 15th of every month
test_meta: "You can include meta fields"
Liabilities:US:Chase:Slate -120.00 USD
Expenses:Transport:Tram
* Prevent rolling forwards a quarterly transfer between accounts
2022-11-13 * "ETrade Transfer" "Transfering accumulated savings to other account"
; As roll is defined as FALSE the next transaction will be dated
; 2022-11-13 even though this is a Sunday.
freq: "3m"
roll: FALSE
Assets:US:BofA:Checking -4000 USD
Assets:US:ETrade:Cash
* Including a 'final' transaction date
2022-10-31 * "Chase" "Chase Hire Purchase"
freq: "BME"
; No transaction will be created which would be dated (before any
; rolling) later than 2022-11-30
final: 2022-11-30
Liabilities:US:Chase:HirePurchase 322.00 USD
Assets:US:BofA:Checking
* Fortnightly income
2022-10-07 * "BayBook" "Payroll"
freq: "2w"
Assets:US:BofA:Checking 1350.60 USD
Assets:US:Vanguard:Cash 1200.00 USD
Income:US:BayBook:Salary -4615.38 USD
Income:US:BayBook:GroupTermLife -24.32 USD
Expenses:Health:Life:GroupTermLife 24.32 USD
Expenses:Health:Dental:Insurance 2.90 USD
Expenses:Health:Medical:Insurance 27.38 USD
Expenses:Health:Vision:Insurance 42.30 USD
Expenses:Taxes:Y2020:US:Medicare 106.62 USD
Expenses:Taxes:Y2020:US:Federal 1062.92 USD
Expenses:Taxes:Y2020:US:State 365.08 USD
Expenses:Taxes:Y2020:US:CityNYC 174.92 USD
Expenses:Taxes:Y2020:US:SDI 1.12 USD
Expenses:Taxes:Y2020:US:SocSec 281.54 USD
Assets:US:Federal:PreTax401k -1200.00 IRAUSD
Expenses:Taxes:Y2020:US:Federal:PreTax401k 1200.00 IRAUSD
Assets:US:BayBook:Vacation 5 VACHR
Income:US:BayBook:Vacation -5 VACHR
* Fortnightly investments
2022-10-07 * "VBMPX" "Investing 40% of cash in VBMPX"
freq: "2w"
Assets:US:Vanguard:Cash
Assets:US:Vanguard:VBMPX 50 VBMPX @@ 479.94 USD
2022-10-07 * "RGAGX" "Investing 60% of cash in RGAGX"
freq: "2w"
Assets:US:Vanguard:Cash
Assets:US:Vanguard:RGAGX 13.3 RGAGX @@ 720.02 USD
* Quarterly income
2022-12-15 * "Dividend" "Dividends on portfolio"
freq: "3m"
Assets:US:ETrade:Cash 29.59 USD
Income:US:ETrade:GLD:Dividend
;; ...enter definitions before this line.
poptag #rx_txn