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;examples:multi-year: how to show year-end balances in closed files [#2151]

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Simon Michael 2024-01-20 10:11:17 -10:00
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14
examples/multi-year/2021.journal Normal file
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; 2021.journal
2021-06-01 opening balances ; start:2021
assets 20 = 20
equity:start
2021-07-01 income
income
assets 1
2021-12-31 closing balances ; start:2022
assets -21 = 0
equity:start

14
examples/multi-year/2022.journal Normal file
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; 2022.journal
2022-01-01 opening balances ; start:2022
assets 21 = 21
equity:start
2022-07-01 income
income
assets 1
2022-12-31 closing balances ; start:2023
assets -22 = 0
equity:start

10
examples/multi-year/2023.journal Normal file
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; 2023.journal
2023-01-01 opening balances ; start:2023
assets 22 = 22
equity:start
2023-07-01 income
income
assets 1

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examples/multi-year/README.md Normal file
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Multiple yearly journal files, demonstrating the tags and commands
suggested in the [close command's doc](https://hledger.org/dev/hledger.html#example-exclude-openingclosing-transactions>)
for flexible multi-year reporting.
See `reports`.

14
examples/multi-year/reports Executable file
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#!/usr/bin/env sh
# Suppressing redundant starting/ending balances transactions as suggested in
# https://hledger.org/dev/hledger.html#example-exclude-openingclosing-transactions .
# All of these will show the year-end balances correctly.
# In each case, we exclude all transactions tagged with start: except the earliest.
hledger bs -Y -f 2021.journal -f 2022.journal -f 2023.journal expr:'tag:start=2021 or not tag:start'
hledger bs -Y -f 2021.journal -f 2022.journal expr:'tag:start=2021 or not tag:start'
hledger bs -Y -f 2022.journal -f 2023.journal expr:'tag:start=2022 or not tag:start'
hledger bs -Y -f 2021.journal expr:'tag:start=2021 or not tag:start'
hledger bs -Y -f 2022.journal expr:'tag:start=2022 or not tag:start'
hledger bs -Y -f 2023.journal # unclosed file, no query needed

2
hledger/Hledger/Cli/Commands/Close.md
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@ -188,7 +188,7 @@ $ hledger -f 2022.journal bs not:desc:'closing balances'
When combining files for multi-year reports, for some reports (eg a yearly balance sheet)
you may need to suppress all opening/closing transactions except the first.
This is a bit awkward if you also want to be able to choose any range of year files,
but here is a way, using tags:
but here is a way, using tags (full example [here](https://github.com/simonmichael/hledger/tree/master/examples/multi-year/)):
```journal
; 2021.journal