; https://www.reddit.com/r/plaintextaccounting/comments/e5sl1m/advice_on_projectionsforecasts/ ; ; I've been reading up in preparation for switching to pta in 2020 ; from my current ad hoc spreadsheet. The forecasting docs/tutorial ; for hledger answer many of my questions but I'm wondering about how ; to duplicate a forecasting page of my spreadsheet. ; On this page, I list all my future expenses with estimates for each. ; However I don't assign any dates to most of the expenses since they ; don't really have an associated date. As the year progresses and I ; book expenses against these accounts I update the page with an ; actual vs. estimated amount. This is just a big picture view of a ; year's expenses vs. expected revenue so I have a better idea of what ; big purchases I can plan for or maybe have to delay until the ; following year. ; This doesn't seem to fit within the typical forecasting/budget ; reports I've seen, does anyone have tips or examples that might help ; me generate a similar report with a ledger-like (I haven't chosen ; the software I'll use yet but probably ledger or hledger). Thanks! ~ 2020 (expenses:rent) $12000 (expenses:food) $6000 2020/1/1 expenses:rent $1000 assets:checking 2020/1/5 expenses:food $100 assets:checking comment $ hledger bal expenses --budget -YS --tree Budget performance in 2020: || 2020 ==========++========================= expenses || $1100 [ 6% of $18000] rent || $1000 [ 8% of $12000] food || $100 [ 2% of $6000] ----------++------------------------- || $1100 [ 6% of $18000]