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equity: more help cleanup

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Simon Michael 2018-01-03 15:55:59 -08:00
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hledger/Hledger/Cli/Commands/Equity.hs
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@ -31,12 +31,14 @@ can be a useful complement, allowing you to optionally include old files
This command may also be useful for closing out expense/income accounts This command may also be useful for closing out expense/income accounts
for a period (ie "closing the books" in accounting). for a period (ie "closing the books" in accounting).
The closing transaction asserts a zero balance for each closed account. Both transactions include balance assertions for the closed/reopened accounts.
You probably shouldn't use status or realness queries (eg -C or -R) with this
command, or the balance assertions will require that query to pass.
By default, the closing transaction is dated yesterday, with balances By default, the closing transaction is dated yesterday, with balances
calculated as of end of yesterday, and the opening transaction is dated today. calculated as of end of yesterday, and the opening transaction is dated today.
To close on some other date, use: `hledger close -e OPENINGDATE ...`. To close on some other date, use: `hledger close -e OPENINGDATE ...`.
(-p or date: can also be used, but any begin date is ignored.) (-p or date: can also be used, the begin date is ignored.)
For example, carrying asset/liability balances into a new file for 2018: For example, carrying asset/liability balances into a new file for 2018:
``` ```
@ -48,9 +50,7 @@ $ hledger bs -f 2018.journal -f 2017.journal # still correct
$ hledger bs -f 2017.journal not:desc:closing # must exclude closing txn $ hledger bs -f 2017.journal not:desc:closing # must exclude closing txn
``` ```
Some things to be aware of: Transactions spanning a file boundary may complicate matters. Eg:
- you probably shouldn't filter by status or realness, or assertions will fail
- transactions spanning a file boundary may be tricky, eg:
``` ```
2017/12/31 2017/12/31
expenses:food 1 expenses:food 1