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79ca4a767e
This commit introduces the commandline argument -%/--percent to show percentages of the column's total instead of the absolute amounts for each account in reports. The signs of the values are preserved. This option is especially useful for the balance and incomestatement commands. If there are multiple commodities involved in a report hledger bails with an error message. This can be avoided by using --cost. Also note that if one uses -% with the balance command the chances are high that all numbers are 0. This is due to the fact that by default balance sums up to zero. If one wants to use -% in a meaningful way with balance one has to add a query. In order to keep the implementation as simple as possible --tree has no influence over how the percentages are calculated, i.e., the percentages always represent the fraction of the columns total. If one wants to know the percentages relative to a parent account, one has to use a query to narrow down the accounts.
309 lines
16 KiB
Plaintext
309 lines
16 KiB
Plaintext
# 1. Simple statement works
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hledger -f - incomestatement
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<<<
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2016/1/1
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income 1
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b
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>>>
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Income Statement 2016/01/01
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|| 2016/01/01
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==========++============
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Revenues ||
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----------++------------
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income || -1
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----------++------------
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|| -1
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==========++============
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Expenses ||
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----------++------------
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----------++------------
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||
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==========++============
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Net: || -1
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>>>2
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>>>= 0
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# 2. Period reporting works for a specific year
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hledger -f - incomestatement -b 2016 -e 2017
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<<<
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2015/10/10 Client A | Invoice #1
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assets:receivables $10,000.00
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revenue:clients:A -$10,000.00
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2015/11/02 Deposit | Invoice #1
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assets:checking $10,000.00
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assets:receivables -$10,000.00
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2016/02/01 Client B | Invoice #2
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assets:receivables $10.00
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revenue:clients:B -$10.00
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2016/02/15 ACME | Hosting Costs
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expense:hosting $50.00
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assets:checking -$50.00
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2016/03/01 Deposit | Invoice #2
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assets:checking $10.00
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assets:receivables -$10.00
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>>>
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Income Statement 2016
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|| 2016
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===================++=========
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Revenues ||
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-------------------++---------
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revenue:clients:B || $10.00
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-------------------++---------
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|| $10.00
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===================++=========
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Expenses ||
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-------------------++---------
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expense:hosting || $50.00
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-------------------++---------
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|| $50.00
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===================++=========
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Net: || $-40.00
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>>>2
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>>>= 0
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# 3. Period reporting works for two years
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hledger -f - incomestatement -b 2015 -e 2017
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<<<
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2015/10/10 Client A | Invoice #1
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assets:receivables $10,000.00
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revenue:clients:A -$10,000.00
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2015/11/02 Deposit | Invoice #1
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assets:checking $10,000.00
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assets:receivables -$10,000.00
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2016/02/01 Client B | Invoice #2
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assets:receivables $10.00
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revenue:clients:B -$10.00
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2016/02/15 ACME | Hosting Costs
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expense:hosting $50.00
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assets:checking -$50.00
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2016/03/01 Deposit | Invoice #2
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assets:checking $10.00
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assets:receivables -$10.00
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>>>
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Income Statement 2015/01/01-2016/12/31
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|| 2015/01/01-2016/12/31
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===================++=======================
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Revenues ||
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-------------------++-----------------------
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revenue:clients:A || $10,000.00
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revenue:clients:B || $10.00
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-------------------++-----------------------
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|| $10,010.00
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===================++=======================
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Expenses ||
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-------------------++-----------------------
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expense:hosting || $50.00
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-------------------++-----------------------
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|| $50.00
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===================++=======================
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Net: || $9,960.00
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>>>2
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>>>= 0
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# 4. Period reporting works for one month
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hledger -f - incomestatement -b 2015/10 -e 2015/11
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<<<
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2015/10/10 Client A | Invoice #1
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assets:receivables $10,000.00
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revenue:clients:A -$10,000.00
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2015/11/02 Deposit | Invoice #1
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assets:checking $10,000.00
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assets:receivables -$10,000.00
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2016/02/01 Client B | Invoice #2
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assets:receivables $10.00
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revenue:clients:B -$10.00
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2016/02/15 ACME | Hosting Costs
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expense:hosting $50.00
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assets:checking -$50.00
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2016/03/01 Deposit | Invoice #2
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assets:checking $10.00
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assets:receivables -$10.00
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>>>
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Income Statement 2015/10
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|| Oct
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===================++============
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Revenues ||
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-------------------++------------
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revenue:clients:A || $10,000.00
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-------------------++------------
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|| $10,000.00
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===================++============
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Expenses ||
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-------------------++------------
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-------------------++------------
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||
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===================++============
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Net: || $10,000.00
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>>>2
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>>>= 0
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# 5. Period reporting works for one month in another year
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hledger -f - incomestatement -b 2016/10 -e 2016/11
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<<<
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2015/10/10 Client A | Invoice #1
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assets:receivables $10,000.00
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revenue:clients:A -$10,000.00
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2015/11/02 Deposit | Invoice #1
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assets:checking $10,000.00
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assets:receivables -$10,000.00
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2016/02/01 Client B | Invoice #2
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assets:receivables $10.00
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revenue:clients:B -$10.00
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2016/02/15 ACME | Hosting Costs
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expense:hosting $50.00
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assets:checking -$50.00
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2016/03/01 Deposit | Invoice #2
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assets:checking $10.00
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assets:receivables -$10.00
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>>>
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Income Statement 2016/10
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|| Oct
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==========++=====
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Revenues ||
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----------++-----
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----------++-----
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|| 0
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==========++=====
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Expenses ||
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----------++-----
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----------++-----
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|| 0
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==========++=====
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Net: || 0
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>>>2
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>>>= 0
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# 6. Multicolumn test
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# old (arithmetic sign):
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# Income Statement
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#
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# || 2008/01 2008/02 2008/03 2008/04 2008/05 2008/06 2008/07 2008/08 2008/09 2008/10 2008/11 2008/12 Total Average
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# ===================++==============================================================================================================================
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# Revenues ||
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# -------------------++------------------------------------------------------------------------------------------------------------------------------
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# income:gifts || 0 0 0 0 0 $-1 0 0 0 0 0 0 $-1 0
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# income:salary || $-1 0 0 0 0 0 0 0 0 0 0 0 $-1 0
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# -------------------++------------------------------------------------------------------------------------------------------------------------------
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# || $-1 0 0 0 0 $-1 0 0 0 0 0 0 $-2 0
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# ===================++==============================================================================================================================
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# Expenses ||
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# -------------------++------------------------------------------------------------------------------------------------------------------------------
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# expenses:food || 0 0 0 0 0 $1 0 0 0 0 0 0 $1 0
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# expenses:supplies || 0 0 0 0 0 $1 0 0 0 0 0 0 $1 0
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# -------------------++------------------------------------------------------------------------------------------------------------------------------
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# || 0 0 0 0 0 $2 0 0 0 0 0 0 $2 0
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# ===================++==============================================================================================================================
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# Total || $-1 0 0 0 0 $1 0 0 0 0 0 0 0 0
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#
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hledger -f sample.journal incomestatement -p 'monthly in 2008' -AT
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>>>
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Income Statement 2008
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|| Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total Average
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===================++==============================================================================
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Revenues ||
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-------------------++------------------------------------------------------------------------------
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income:gifts || 0 0 0 0 0 $1 0 0 0 0 0 0 $1 0
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income:salary || $1 0 0 0 0 0 0 0 0 0 0 0 $1 0
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-------------------++------------------------------------------------------------------------------
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|| $1 0 0 0 0 $1 0 0 0 0 0 0 $2 0
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===================++==============================================================================
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Expenses ||
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-------------------++------------------------------------------------------------------------------
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expenses:food || 0 0 0 0 0 $1 0 0 0 0 0 0 $1 0
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expenses:supplies || 0 0 0 0 0 $1 0 0 0 0 0 0 $1 0
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-------------------++------------------------------------------------------------------------------
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|| 0 0 0 0 0 $2 0 0 0 0 0 0 $2 0
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===================++==============================================================================
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Net: || $1 0 0 0 0 $-1 0 0 0 0 0 0 0 0
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>>>= 0
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# 7. Multicolumn test (historical)
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# old (arithmetic sign):
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# Income Statement (Historical Ending Balances)
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#
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# || 2008/01/31 2008/02/29 2008/03/31 2008/04/30 2008/05/31 2008/06/30 2008/07/31 2008/08/31 2008/09/30 2008/10/31 2008/11/30 2008/12/31
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# ===================++================================================================================================================================================
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# Revenues ||
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# -------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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# income:gifts || 0 0 0 0 0 $-1 $-1 $-1 $-1 $-1 $-1 $-1
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# income:salary || $-1 $-1 $-1 $-1 $-1 $-1 $-1 $-1 $-1 $-1 $-1 $-1
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# -------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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# || $-1 $-1 $-1 $-1 $-1 $-2 $-2 $-2 $-2 $-2 $-2 $-2
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# ===================++================================================================================================================================================
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# Expenses ||
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# -------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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# expenses:food || 0 0 0 0 0 $1 $1 $1 $1 $1 $1 $1
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# expenses:supplies || 0 0 0 0 0 $1 $1 $1 $1 $1 $1 $1
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# -------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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# || 0 0 0 0 0 $2 $2 $2 $2 $2 $2 $2
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# ===================++================================================================================================================================================
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# Total || $-1 $-1 $-1 $-1 $-1 0 0 0 0 0 0 0
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#
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hledger -f sample.journal incomestatement -p 'monthly in 2008' --historical
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>>>
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Income Statement 2008/01/31,,2008/12/31 (Historical Ending Balances)
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|| 2008/01/31 2008/02/29 2008/03/31 2008/04/30 2008/05/31 2008/06/30 2008/07/31 2008/08/31 2008/09/30 2008/10/31 2008/11/30 2008/12/31
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===================++================================================================================================================================================
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Revenues ||
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-------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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income:gifts || 0 0 0 0 0 $1 $1 $1 $1 $1 $1 $1
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income:salary || $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1 $1
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-------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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|| $1 $1 $1 $1 $1 $2 $2 $2 $2 $2 $2 $2
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===================++================================================================================================================================================
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Expenses ||
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-------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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expenses:food || 0 0 0 0 0 $1 $1 $1 $1 $1 $1 $1
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expenses:supplies || 0 0 0 0 0 $1 $1 $1 $1 $1 $1 $1
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-------------------++------------------------------------------------------------------------------------------------------------------------------------------------
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|| 0 0 0 0 0 $2 $2 $2 $2 $2 $2 $2
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===================++================================================================================================================================================
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Net: || $1 $1 $1 $1 $1 0 0 0 0 0 0 0
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>>>= 0
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# 8. Percentage test
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hledger -f sample.journal incomestatement -p 'quarterly 2008' -T --average -%
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>>>
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Income Statement 2008
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|| 2008q1 2008q2 2008q3 2008q4 Total Average
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===================++====================================================
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Revenues ||
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-------------------++----------------------------------------------------
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income:gifts || 0 100.0 % 0 0 50.0 % 50.0 %
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income:salary || 100.0 % 0 0 0 50.0 % 50.0 %
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-------------------++----------------------------------------------------
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|| 100.0 % 100.0 % 0 0 100.0 % 100.0 %
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===================++====================================================
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Expenses ||
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-------------------++----------------------------------------------------
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expenses:food || 0 50.0 % 0 0 50.0 % 50.0 %
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expenses:supplies || 0 50.0 % 0 0 50.0 % 50.0 %
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-------------------++----------------------------------------------------
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|| 0 100.0 % 0 0 100.0 % 100.0 %
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>>>= 0
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