hledger/tests/bin/budget.test
2017-07-31 08:15:29 -07:00

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# Test budget addon
# Rewrite rules within journal always applied
../../bin/hledger-budget bal -f - --no-total -DH budget
<<<
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
= ^expenses:housing
(budget:housing) *-1
= ^expenses:grocery ^expenses:food
(budget:food) *-1
2016/12/31
expenses:housing $600
assets:cash
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:cash
2017/1/2
assets:cash $200.00
assets:bank
2017/2/1
assets:cash $100.00
assets:bank
; order with normal entries doesn't matter
; but relative order matters to refer-rewritten transactions
= ^expenses not:housing not:grocery not:food
(budget:misc) *-1
>>>
Ending balances (historical) in 2016/12/31-2017/01/02:
|| 2016/12/31 2017/01/01 2017/01/02
================++====================================
budget:food || 0 $-50.00 $-50.00
budget:housing || $-600.00 $-600.00 $-600.00
budget:misc || 0 $-15.00 $-16.60
>>>2
>>>=0
# Rewrite rules can chain one another according to order of definition
../../bin/hledger-budget reg -f -
<<<
; unfortunately date override in posting comment doesn't work
= liabilities:credit amt:<0 date:2016/12
liabilities:credit *-1 ; [2017/1/1]
assets:bank *1 ; [2017/1/1]
= liabilities:credit amt:<0 date:2017/1
liabilities:credit *-1 ; [2017/2/1]
assets:bank *1 ; [2017/2/1]
= liabilities:credit amt:<0 date:2017/2
liabilities:credit *-1 ; [2017/3/1]
assets:bank *1 ; [2017/3/1]
= assets:bank date:2017/2 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; :salary-card: cash withdraw fee
= expenses:fee tag:salary-card date:2017-2017/12/26
income:compensate *-0.5
assets:bank *0.5 ; compensation from employer
2016/12/31
expenses:housing $600
liabilities:credit
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
liabilities:credit
2017/1/2
assets:cash $200.00
liabilities:credit
2017/2/1
assets:cash $100.00
liabilities:credit
>>>
2016/12/31 expenses:housing $600.00 $600.00
liabilities:credit $-600.00 0
liabilities:credit $600.00 $600.00
assets:bank $-600.00 0
2017/01/01 expenses:food $20.00 $20.00
expenses:leisure $15.00 $35.00
expenses:grocery $30.00 $65.00
liabilities:credit $-65.00 0
liabilities:credit $65.00 $65.00
assets:bank $-65.00 0
2017/01/02 assets:cash $200.00 $200.00
liabilities:credit $-200.00 0
liabilities:credit $200.00 $200.00
assets:bank $-200.00 0
2017/02/01 assets:cash $100.00 $100.00
liabilities:credit $-100.00 0
liabilities:credit $100.00 $100.00
assets:bank $-100.00 0
assets:bank $-0.80 $-0.80
expenses:fee $0.80 0
income:compensate $-0.40 $-0.40
assets:bank $0.40 0
>>>2
>>>=0
# Periodical transactions within journal being applied with inverted sign in amounts
# As well, accounts from periodic transaction being used for bucketing
../../bin/hledger-budget bal -f - --no-total -DH expenses
<<<
~ daily from 2016/12/31
expenses:food $8
assets
~ weekly
expenses:leisure $20
expenses:grocery $50
expenses:housing $250
expenses:fee $10
assets
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
2016/12/31
expenses:housing:rent $600
assets:cash
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:cash
2017/1/2
assets:cash $200.00
assets:bank
2017/1/4
assets:cash $100.00
assets:bank
>>>
Ending balances (historical) in 2016/12/26-2017/01/04:
|| 2016/12/26 2016/12/27 2016/12/28 2016/12/29 2016/12/30 2016/12/31 2017/01/01 2017/01/02 2017/01/03 2017/01/04
==================++========================================================================================================================
expenses:fee || $-10 $-10 $-10 $-10 $-10 $-10 $-10 $-18.40 $-18.40 $-17.60
expenses:food || 0 0 0 0 0 $-8 $4.00 $-4.00 $-12.00 $-20.00
expenses:grocery || $-50 $-50 $-50 $-50 $-50 $-50 $-20.00 $-70.00 $-70.00 $-70.00
expenses:housing || $-250 $-250 $-250 $-250 $-250 $350.00 $350.00 $100.00 $100.00 $100.00
expenses:leisure || $-20 $-20 $-20 $-20 $-20 $-20 $-5.00 $-25.00 $-25.00 $-25.00
>>>2
>>>=0
# We still can disable bucketing keeping rewrites and budget offset
../../bin/hledger-budget bal -f - --no-total --no-buckets -DH expenses
<<<
~ daily from 2016/12/31
expenses:food $8
assets
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
2016/12/31
expenses:housing:rent $600
assets:bank
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:bank
>>>
Ending balances (historical) in 2016/12/31-2017/01/01:
|| 2016/12/31 2017/01/01
=======================++========================
expenses:fee || 0 $1
expenses:food || $-8 $4
expenses:grocery || 0 $30
expenses:housing:rent || $600 $600
expenses:leisure || 0 $15
>>>2
>>>=0
# We can disable offset keeping rewrites and bucketing
# Note that original account names used for query
../../bin/hledger-budget bal -f - --no-total --no-offset -DH expenses
<<<
~ daily from 2016/12/31
expenses:food $8
assets
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
2016/12/31
expenses:housing:rent $600
assets:bank
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:bank
>>>
Ending balances (historical) in 2016/12/31-2017/01/01:
|| 2016/12/31 2017/01/01
===============++========================
<unbucketed> || $600 $646
expenses:food || 0 $20
>>>2
>>>=0
# We can keep just rewrites
../../bin/hledger-budget bal -f - --no-total --no-buckets --no-offset -DH expenses
<<<
~ daily from 2016/12/31
expenses:food $8
assets
= ^assets:bank$ date:2017/1 amt:<0
assets:bank *0.008
expenses:fee *-0.008 ; cash withdraw fee
2016/12/31
expenses:housing:rent $600
assets:bank
2017/1/1
expenses:food $20
expenses:leisure $15
expenses:grocery $30
assets:bank
>>>
Ending balances (historical) in 2016/12/31-2017/01/01:
|| 2016/12/31 2017/01/01
=======================++========================
expenses:fee || 0 $1
expenses:food || 0 $20
expenses:grocery || 0 $30
expenses:housing:rent || $600 $600
expenses:leisure || 0 $15
>>>2
>>>=0