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;csv: doc: document balance-type

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Simon Michael 2019-12-20 10:41:24 -08:00
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hledger-lib/hledger_csv.m4.md
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@ -440,6 +440,7 @@ affects ALL postings.
`balanceN` sets a [balance assertion](journal.html#balance-assertions) amount
(or if the posting amount is left empty, a [balance assignment](journal.html#balance-assignments)).
You may need to adjust this with the [`balance-type` rule](#balance-type).
Finally, `commentN` sets a [comment](journal.html#comments) on the Nth posting.
Comments can also contain [tags](journal.html#tags), as usual.
@ -617,6 +618,28 @@ include categorisation.rules
```
## `balance-type`
Balance assertions generated by [assigning to balanceN](#posting-field-names)
are of the simple `=` type by default,
which is a [single-commodity](https://hledger.org/journal.html#assertions-and-commodities),
[subaccount-excluding](https://hledger.org/journal.html#assertions-and-subaccounts) assertion.
You may find the subaccount-including variants more useful,
eg if you have created some virtual subaccounts of checking to help with budgeting.
You can select a different type of assertion with the `balance-type` rule:
```rules
# balance assertions will consider all commodities and all subaccounts
balance-type ==*
```
Here are the balance assertion types for quick reference:
```
= single commodity, exclude subaccounts
=* single commodity, include subaccounts
== multi commodity, exclude subaccounts
==* multi commodity, include subaccounts
```
# TIPS
## Rapid feedback