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81 lines
2.6 KiB
Plaintext
81 lines
2.6 KiB
Plaintext
; An "envelope budget" assisted by auto postings.
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; From the "Planning/allocating budget" example at https://gist.github.com/ony/bbec599c0893e676b772559909b81de6.
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; Envelope balances, representing the currently available funds in each budget category,
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; are tracked as pseudo-accounts under "budget".
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; Here we allocate some funds to the envelopes. These are imaginary, so unbalanced postings are fine:
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2008/4/1 Budget for 2008q2
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(budget:food) $1000
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(budget:clothes) $200
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(budget:misc) $1000
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; When you spend, a corresponding amount should be removed from the appropriate budget envelope.
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; You can record this manually, eg:
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;
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; 2008-04-15
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; expenses:food $10
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; assets:checking -$10
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; (budget:food) -$10
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; Or you can do it automatically with auto postings, activated with --auto.
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; This is often recommended, as a labour saver.
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; Auto posting rules:
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; for each posting to a clothes expense account,
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; add an auto posting removing the same amount from the clothes budget envelope.
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= expenses.*clothes
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(budget:clothes) *-1
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; for each posting to a food or supplies expense account,
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; remove the same amount from the food budget envelope.
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= expenses.*(food|supplies)
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(budget:food) *-1
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; for each posting to any other expense account,
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; remove the same amount from the misc budget envelope.
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= expenses: not:expenses.*(clothes|food|supplies)
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(budget:misc) *-1
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; Some transactions:
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2008-04-15
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expenses:food $400
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expenses:clothes $300
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assets:checking
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2008-06-15
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expenses:food $600
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assets:checking
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; Some reports:
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comment
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Monthly changes in budget envelopes during the quarter:
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$ hledger -f examples/budgeting/budget2.journal bal budget date:2008q2 --auto -M
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Balance changes in 2008Q2:
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|| Apr May Jun
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================++===================
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budget:clothes || $-100 0 0
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budget:food || $600 0 $-600
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budget:misc || $1000 0 0
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----------------++-------------------
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|| $1500 0 $-600
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Month-end balances of budget envelopes:
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$ hledger -f examples/budgeting/budget2.journal bal budget date:2008q2 --auto -M -H
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Ending balances (historical) in 2008Q2:
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|| 2008-04-30 2008-05-31 2008-06-30
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================++====================================
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budget:clothes || $-100 $-100 $-100
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budget:food || $600 $600 0
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budget:misc || $1000 $1000 $1000
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----------------++------------------------------------
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|| $1500 $1500 $900
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