nblock / beancount-nblock

A collection of beancount plugins

beancount-nblock

A collection of beancount plugins.

unlinked_documents: find missing links between documents and transactions

It might be desireable to enforce a link between certain kind of documents and a corresponding transaction. Typical use cases are incoming and outgoing invoices where a receipt (referenced via a document directive) should have a matching transaction.

The following is valid, according to this plugin:

2019-01-01 * "Payee" "A description" ^ER-some-id
  Assets:Bank:Checking     300.00 EUR
  Expenses:Home

2019-01-01 document Assets:Bank:Checking "/path/to/receipt.pdf" ^ER-some-id

An error is generated in case either of the above directives is missing.

Usage

Add the following to your beancount file:

plugin "beancount_nblock.unlinked_documents"

The default list of patterns is: AR-*, ER-*. A custom list of patterns may be configured via:

plugin "beancount_nblock.unlinked_documents" "PATTERN-FOO-*,PATTERN-BAR-*

repel: avoid specific combinations of tags and accounts in a single transaction

Check for combinations of tag and account names and raise an error in case they occur together in a transaction.

Consider the tag/account pair (FOO, Assets:Checking) where FOO is a tag and Assets:Checking is an account name. The following transaction is flagged by the plugin:

2019-01-01 * "Payee" "A description" #FOO
  Assets:Checking     300.00 EUR
  Expenses:Home

Usage

Add the following to your beancount file:

plugin "beancount_nblock.repel" "PLUGIN CONFIGURATION"

where PLUGIN CONFIGURATION is a list of tag/account tuples such as "[('FOO', 'Assets:Checking')]". The tag FOO should not occur in the same transaction as the account Assets:Checking.