simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-11-08 07:09:28 +03:00
Code Issues Projects Releases Wiki Activity

doc: periodic txns, automated postings edits

Browse Source 
[ci skip]
This commit is contained in:
Simon Michael 2018-02-11 20:08:58 -08:00
parent f3dd66d9b3
commit 298651fa02
1 changed files with 27 additions and 22 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

49
hledger-lib/hledger_journal.m4.md
View File

@ -877,52 +877,57 @@ 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):
Periodic transactions are a kind of rule with a dual purpose: they can specify
recurring future transactions (with `--forecast`), or budget goals (with `--budget`).
They look a bit like a transaction, except the first line is a tilde (`~`) followed by a [period expression](manual.html#period-expressions):
```journal
~ weekly
assets:bank:checking $400 ; paycheck
income:acme inc
```
Periodic transactions are used for forecasting and budgeting only, they have no effect unless the `--forecast` or `--budget` flag is used.
With `--forecast`, each periodic transaction rule generates recurring forecast transactions
at the specified interval, beginning the day after the last recorded journal transaction
and ending 6 months from today, or at the specified report end date.
With `balance --budget`, each periodic transaction declares recurring budget goals for one or more accounts.
With `--forecast`, each periodic transaction rule generates recurring "forecast" transactions at the specified interval,
beginning the day after the latest recorded journal transaction (or today, if there are no transactions)
and ending 6 months from today (or at the report end date, if specified).
With `balance --budget`, each periodic transaction declares recurring budget goals for the specified accounts.
Eg the example above declares the goal of receiving $400 from `income:acme inc`
(and also, depositing $400 into `assets:bank:checking`) every week.
For more details, see:
[balance > Budgeting](manual.html#budgeting),
[balance: Budgeting](manual.html#budgeting)
and
[Budgeting and Forecasting](budgeting-and-forecasting.html).
# Automated posting rules
# Automated postings
Automated posting rule starts with an equal sign '=' in place of a date, followed by a [query](manual.html#queries):
Automated postings are postings added automatically by rule to certain transactions (with `--auto`).
An automated posting rule looks like a transaction where the first line is an equal sign (`=`) 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.
The posting amounts can be of the form `*N`, which means "the amount of the matched transaction's first posting, multiplied by N".
They can also be ordinary fixed amounts.
Fixed amounts with no commodity symbol will be given the same commodity as the matched transaction's first posting.
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`:
This example adds a corresponding (unbalanced) budget posting to every transaction involving the `expenses:gifts` account:
```journal
; Original transaction
= expenses:gifts
(budget:gifts) *-1
2017-12-14
expenses:gifts $20
assets
; With automated postings applied
```
```shell
$ hledger print --auto
2017/12/14
expenses:gifts $20
assets
budget:gifts $-20
assets:budget $20
(budget:gifts) $-20
```
# EDITOR SUPPORT