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59 lines
2.4 KiB
Plaintext
59 lines
2.4 KiB
Plaintext
; A minimal "forecast budget", defined with a periodic transaction rule.
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; We forecast/plan to spend $500 on food each month in 2020:
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~ monthly in 2020
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(expenses:food) $500
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; Some transactions:
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2020-01-15
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expenses:food $400
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assets:checking
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2020-03-15
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expenses:food $600
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assets:checking
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; Some examples of the balance --budget report,
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; which compares the actual (so far) and forecasted amounts.
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; There are still some UX issues.
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comment
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; Since 1.19.99, columns shrink to fit and can vary in width.
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; Note Jan is showing no budget goal here (since 1.16), because "~ monthly"
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; generates transactions on the first of each month, but the report's
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; start date here is 1/15 (the earliest transaction date) so the
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; january budget goal transaction is excluded.
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$ hledger -f forecast-budget-1.journal bal --budget -M
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Budget performance in 2020Q1:
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|| Jan Feb Mar
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===============++=============================================
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<unbudgeted> || $-400 0 $-600
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expenses:food || $400 0 [0% of $500] $600 [120% of $500]
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---------------++---------------------------------------------
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|| 0 0 [0% of $500] 0 [ 0% of $500]
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; You have to specify explicit report dates to work around, eg:
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$ hledger -f forecast-budget-1.journal bal --budget -M date:q1
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Budget performance in 2020Q1:
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|| Jan Feb Mar
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===============++===========================================================
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<unbudgeted> || $-400 0 $-600
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expenses:food || $400 [80% of $500] 0 [0% of $500] $600 [120% of $500]
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---------------++-----------------------------------------------------------
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|| 0 [ 0% of $500] 0 [0% of $500] 0 [ 0% of $500]
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; adding -E expands the <unbudgeted> account name for some reason
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$ hledger -f forecast-budget-1.journal bal --budget -ME
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Budget performance in 2020Q1:
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|| Jan Feb Mar
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==============================++=============================================
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<unbudgeted>:assets:checking || $-400 0 $-600
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expenses:food || $400 0 [0% of $500] $600 [120% of $500]
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------------------------------++---------------------------------------------
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|| 0 0 [0% of $500] 0 [ 0% of $500]
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