mirror of
https://github.com/simonmichael/hledger.git
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345 lines
10 KiB
Plaintext
345 lines
10 KiB
Plaintext
<
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= ^income
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(liabilities:tax) *.33 ; income tax
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2016/1/1 paycheck
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income:remuneration $-100
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income:donations $-15
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assets:bank
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2016/1/1 withdraw
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assets:cash $20
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assets:bank
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# 1. print. Auto-generated postings are inserted below the matched one.
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$ hledger print -f- --auto
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2016-01-01 paycheck ; modified:
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income:remuneration $-100
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(liabilities:tax) $-33 ; income tax, generated-posting: = ^income
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income:donations $-15
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(liabilities:tax) $-5 ; income tax, generated-posting: = ^income
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assets:bank
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2016-01-01 withdraw
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assets:cash $20
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assets:bank
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>=
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# 2. register
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$ hledger register -f- --auto
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2016-01-01 paycheck income:remuneration $-100 $-100
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(liabilities:tax) $-33 $-133
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income:donations $-15 $-148
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(liabilities:tax) $-5 $-153
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assets:bank $115 $-38
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2016-01-01 withdraw assets:cash $20 $-18
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assets:bank $-20 $-38
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>=
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# 3. balance
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$ hledger balance -f- --auto
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$115 assets
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$95 bank
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$20 cash
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$-115 income
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$-15 donations
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$-100 remuneration
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$-38 liabilities:tax
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--------------------
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$-38
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>=
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# Balance assertions see postings generated by transaction modifier rules.
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<
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= trigger
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(target) 10
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2018/1/1
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(trigger) 1
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(target) 1 = 11 ; this assertion would not fail, auto posting will be taken into account
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# 4.
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$ hledger register -f- --auto
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2018-01-01 (trigger) 1 1
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(target) 10 11
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(target) 1 12
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>=
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# Transaction modifier adding (balanced virtual) budget envelope postings.
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<
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= ^expenses:groceries
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[budget:groceries] *-1
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[assets:bank:checking] *1
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2018/10/7 * MARKET
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expenses:groceries:food
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assets:bank:checking $-20
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# 5.
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$ hledger print -f- --auto
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2018-10-07 * MARKET ; modified:
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expenses:groceries:food
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[budget:groceries] $-20 ; generated-posting: = ^expenses:groceries
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[assets:bank:checking] $20 ; generated-posting: = ^expenses:groceries
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assets:bank:checking $-20
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>=
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# Rules will preserve a transaction price from the original amount.
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<
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= assets:billable:client1
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assets:receivable:client1 *100
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revenues:client1
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2018/1/1
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(assets:billable:client1) 0.50h @ $90
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# 6.
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$ hledger -f- print --auto -x
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2018-01-01 ; modified:
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(assets:billable:client1) 0.50h @ $90
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assets:receivable:client1 50.00h @ $90 ; generated-posting: = assets:billable:client1
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revenues:client1 $-4500 ; generated-posting: = assets:billable:client1
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>=
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# Rules can set a new commodity in the generated amounts.
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<
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= assets:billable:client1
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assets:receivable:client1 *$100
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revenues:client1
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2018/1/1
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(assets:billable:client1) 0.50h
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# 7.
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$ hledger -f- print --auto -x
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2018-01-01 ; modified:
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(assets:billable:client1) 0.50h
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assets:receivable:client1 $50 ; generated-posting: = assets:billable:client1
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revenues:client1 $-50 ; generated-posting: = assets:billable:client1
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>=
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# And/or a new transaction price.
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<
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= assets:billable:client1
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assets:receivable:client1 *1.00 "Client1 Hours" @ $100.00
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revenues:client1
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2018/1/1
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(assets:billable:client1) 0.50h @ $90
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# 8.
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$ hledger -f- print --auto -x
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2018-01-01 ; modified:
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(assets:billable:client1) 0.50h @ $90
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assets:receivable:client1 0.50 "Client1 Hours" @ $100.00 ; generated-posting: = assets:billable:client1
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revenues:client1 $-50.00 ; generated-posting: = assets:billable:client1
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>=
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# Balance assignments may not be used with accounts also affected by transaction modifier rules.
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<
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= ^expenses:foo
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budget:available *-1
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assets:checking *1
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2018/10/17 * INITIAL
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budget:available $100
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equity:opening
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2018/10/17 * SOME EXPENSE
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expenses:foo $50
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assets:checking
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2018/10/17 * ASSERT
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budget:other
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budget:available =$0
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# 9.
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$ hledger print -f- --auto
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>2 /cannot be used with accounts which are/
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>=1
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# Issue #928:
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# Generating auto postings from a unit-priced amount.
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<
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= ^Expenses:Joint
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Expenses:Joint *-1
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Liabilities:Joint:Bob *0.5
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Liabilities:Joint:Bill *0.5
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2018/01/01
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Expenses:Joint:Widgets $100.00 @ £0.50
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Assets:Joint:Bank -£50.00
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# 10.
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$ hledger -f- print --auto
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2018-01-01 ; modified:
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Expenses:Joint:Widgets $100.00 @ £0.50
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Expenses:Joint $-100.00 @ £0.50 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bob $50.00 @ £0.50 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bill $50.00 @ £0.50 ; generated-posting: = ^Expenses:Joint
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Assets:Joint:Bank £-50.00
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>=0
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# Generating auto postings from a total-priced amount.
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<
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= ^Expenses:Joint
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Expenses:Joint *-1
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Liabilities:Joint:Bob *0.5
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Liabilities:Joint:Bill *0.5
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2018/01/01
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Expenses:Joint:Widgets $100.00 @@ £50
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Assets:Joint:Bank -£50.00
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# 11.
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$ hledger -f- print --auto
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2018-01-01 ; modified:
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Expenses:Joint:Widgets $100.00 @@ £50
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Expenses:Joint $-100.00 @@ £50 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bob $50.00 @@ £25 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bill $50.00 @@ £25 ; generated-posting: = ^Expenses:Joint
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Assets:Joint:Bank £-50.00
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>=0
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# alternate approach: convert to unit prices
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#2018/01/01
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# Expenses:Joint:Widgets $100.00 @@ £50
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# Expenses:Joint $-100.00 @ £0.5
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# Liabilities:Joint:Bob $50.00 @ £0.5
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# Liabilities:Joint:Bill $50.00 @ £0.5
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# Assets:Joint:Bank £-50.00
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# Generating auto postings from an implicitly-priced amount. Should work like the above.
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<
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= ^Expenses:Joint
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Expenses:Joint *-1
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Liabilities:Joint:Bob *0.5
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Liabilities:Joint:Bill *0.5
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2018/01/01
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Expenses:Joint:Widgets $100.00
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Assets:Joint:Bank -£50.00
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# 12.
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$ hledger -f- print --auto
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2018-01-01 ; modified:
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Expenses:Joint:Widgets $100.00
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Expenses:Joint $-100.00 @@ £50 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bob $50.00 @@ £25 ; generated-posting: = ^Expenses:Joint
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Liabilities:Joint:Bill $50.00 @@ £25 ; generated-posting: = ^Expenses:Joint
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Assets:Joint:Bank £-50.00
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>=0
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#
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## Transaction modifiers affect forecast transactions (#959)
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<
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= ^income
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(liabilities:tax) *.33 ; income tax
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~ monthly from 2016-01 paycheck
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income:remuneration $-100
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income:donations $-15
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assets:bank
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2016/1/3 withdraw
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assets:cash $20
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assets:bank
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# 13.
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$ hledger print -f- --auto --forecast -b 2016-01 -e 2016-03
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2016-01-03 withdraw
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assets:cash $20
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assets:bank
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2016-02-01 paycheck
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; generated-transaction: ~ monthly from 2016-01, modified:
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income:remuneration $-100
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(liabilities:tax) $-33 ; income tax, generated-posting: = ^income
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income:donations $-15
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(liabilities:tax) $-5 ; income tax, generated-posting: = ^income
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assets:bank
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>=
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# 14. and they don't force --auto on
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$ hledger print -f- --forecast -b 2016-01 -e 2016-03
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2016-01-03 withdraw
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assets:cash $20
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assets:bank
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2016-02-01 paycheck
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; generated-transaction: ~ monthly from 2016-01
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income:remuneration $-100
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income:donations $-15
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assets:bank
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>=
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# #893a
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<
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= ^expenses:groceries
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[budget:groceries] *-1
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[assets:bank:checking] *1
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2020/10/7 * MARKET
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expenses:groceries:food
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assets:bank:checking $-20
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# 15.
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$ hledger -f- register --auto
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2020-10-07 MARKET ex:groceries:food $20 $20
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[budget:groceries] $-20 0
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[as:bank:checking] $20 $20
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assets:bank:checking $-20 0
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>=
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# #893b, https://github.com/simonmichael/hledger/issues/893#issuecomment-459125266
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<
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= tag:tax20
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taxes *0.2
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2018/12/18
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a EUR -10.00 ; :tax20:
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b EUR 12.00
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# 16. Transaction balancing sees auto postings ?
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# $ hledger -f- print -x --auto
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# 2018-12-18
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# a EUR -10.00 ; :tax20:
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# taxes EUR -2.00
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# b EUR 12.00
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#
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# >=
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# 16. No, transaction must be balanced both with and without auto postings.
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$ hledger -f- print -x --auto
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>2 /could not balance/
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>=1
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# 17. Commodity display styles are applied to auto posting amounts.
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<
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2020-01-20
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(a) 1 A
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; add an auto posting with decimal places
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=
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(b) *1.5 B
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; show B amounts with no decimal places
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commodity 0. B
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$ hledger -f- print --auto
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2020-01-20 ; modified:
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(a) 1 A
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(b) 2 B ; generated-posting: =
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>=0
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