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