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;doc: Generating data: rewrite
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@ -5084,37 +5084,28 @@ $ hledger balance Income:Dues --pivot kind:member
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# Generating data
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hledger has several features for generating data, such as:
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hledger can enrich the data provided to it, or generate new data, in a number of ways.
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Mostly, this is done only if you request it:
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- [Periodic transaction](#periodic-transactions) rules can generate
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single or repeating transactions following a template. These are
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usually dated in the future, eg to help with forecasting. They are
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activated by the `--forecast` option.
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- The balance command's `--budget` option uses these same periodic
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rules to generate goals for the budget report.
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- Missing amounts or missing costs in transactions are inferred automatically when possible.
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- The `--infer-equity` flag infers missing conversion equity postings from @/@@ costs.
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- The `--infer-costs` flag infers missing costs from conversion equity postings.
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- The `--infer-market-prices` flag infers `P` price directives from costs.
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- The `--auto` flag adds extra postings to transactions matched by [auto posting rules](#auto-postings).
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- The `--forecast` option generates transactions from [periodic transaction rules](#periodic-transactions).
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- The `balance --budget` report infers budget goals from periodic transaction rules.
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- Commands like `close`, `rewrite`, and `hledger-interest` generate transactions or postings.
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- CSV data is converted to transactions by applying CSV conversion rules.. etc.
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- [Auto posting](#auto-postings) rules can generate extra postings on
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certain matched transactions. They are always applied to forecast
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transactions; with the `--auto` flag they are applied to
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transactions recorded in the journal as well.
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Such generated data is temporary, existing only at report time.
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You can convert it to permanent recorded data by, eg, capturing the output of `hledger print` and saving it in your journal file.
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This can sometimes be useful as a data entry aid.
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- The `--infer-equity` flag infers missing conversion equity postings
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from @/@@ costs. And the inverse `--infer-costs` flag infers missing
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@/@@ costs from conversion equity postings.
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Generated data of this kind is temporary, existing only at report
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time. But you can see it in the output of `hledger print`, and you
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can save that to your journal, in effect converting it from temporary
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generated data to permanent recorded data. This could be useful as a
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data entry aid.
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If you are wondering what data is being generated and why, add the
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`--verbose-tags` flag. In `hledger print` output you will see extra
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tags like `generated-transaction`, `generated-posting`, and
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`modified` on generated/modified data. Also, even without `--verbose-tags`,
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generated data always has equivalen hidden tags (with an underscore prefix),
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so eg you could match generated transactions with `tag:_generated-transaction`.
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If you are curious what data is being generated and why, run `hledger print -x --verbose-tags`.
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`-x/--explicit` shows inferred amounts and `--verbose-tags` adds tags like
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`generated-transaction` (from periodic rules) and `generated-posting`, `modified` (from auto posting rules).
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Similar hidden tags (with an underscore prefix) are always present, also,
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so you can always match such data with queries like `tag:generated` or `tag:modified`.
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# Forecasting
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