simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-12-27 12:24:43 +03:00
Code Issues Projects Releases Wiki Activity

doc: add Periodic transactions, Automated posting rules

Browse Source
This commit is contained in:
Dmitry Astapov 2017-12-14 23:56:19 +00:00 committed by Simon Michael
parent e4b7ea12ef
commit 040b9aef91
1 changed files with 44 additions and 0 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

44
hledger-lib/hledger_journal.m4.md
View File

@ -854,6 +854,50 @@ Glob patterns (`*`) are not currently supported.
The `include` directive can only be used in journal files.
It can include journal, timeclock or timedot files, but not CSV files.
# Periodic transactions
A periodic transaction starts with a tilde ‘~’ in place of a date followed by a [period expression](manual.html#period-expressions):
```journal
~ weekly
assets:bank:checking $400 ; paycheck
income:acme inc
```
Periodic transactions are used for budgeting and forecasting only, they have no effect without the `--forecast` or `--budget` option specified.
For examples and details, see [Budgeting and Forecasting](budgeting-and-forecasting.html).
# Automated posting rules
Autopated posting rule starts with an equal sign '=' in place of a date, followed by a [query](manual.html#queries):
```journal
= expenses:gifts
budget:gifts *-1
assets:budget *1
```
When `--auto` option is specified on the command line, automated posting rule will add its postings to all transactions that match the query.
If amount in the automated posting rule includes commodity name, new posting will be made in the given commodity, otherwise commodity of the matched transaction will be used.
When amount in the automated posting rule begins with the '*', amount will be treated as a multiplier that is applied to the amount of the first posting in the matched transaction.
In example above, every transaction in `expenses:gifts` account will
have two additional postings added to it: amount of the original gift
will be debited from `budget:gifts` and credited into `assets:budget`:
```journal
; Original transaction
2017-12-14
expenses:gifts $20
assets
; With automated postings applied
2017/12/14
expenses:gifts $20
assets
budget:gifts $-20
assets:budget $20
```
# EDITOR SUPPORT
Add-on modes exist for various text editors, to make working with journal