Motivation

Challenges

Filter Transactions Only

Closing Periods

Filters

Dimensions

Gmail-Style

This proposal goes a little further, however, as it attempts to specify more than filters: targets, aggregations, and more.

SQL Style

Targets

All numbers derived from inventories can be rendered in one of four ways:

Currencies

Market Values

For market values, we should be able to specify some global date at which the price should be fetched. I don’t think it should be necessary or even desirable to let the user hijack the date to be used for each field (I’m not sure yet). So we could envision using the date of the last transaction selected by the filters by default, or to support special syntax for the user to provide it, e.g.,

Aggregations

Filtering with Tables

journal table

balances tables

Challenges

Two-Phase Filtering

Columns

Targets

Synthesis

Implementation

Web Interface

Interactive Command-line Interface

Open Questions

Multiple Postings on the Same Account

Column Values for Non-Transaction Entries

Rendering Trees of Accounts

Rendering Inventories

Rendering Postings

Averages over Periods

Equivalences

Notes on SQL

Motivation for a Custom Language

Deduplication

Operations on Inventories

Filtering on Entries

About Close