hledger/doc/mockups/budget-reporting.txt
2017-01-16 07:55:25 -08:00

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budget report mockups
$ hledger bal ^expenses -M --depth 1 --average # add average & total columns
Change of balance (flow):
|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average total
==========++============================================================================================
expenses || $3500.00 $3400.00 $4200.00 $3700.00 $11100.00
----------++--------------------------------------------------------------------------------------------
|| $3500.00 $3400.00 $4200.00 $3700.00 $11100.00
$ hledger bal ^expenses -M --depth 1 --budget-simple # assume a fixed budget
Change of balance (flow, with simple budget):
|| | 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 | average total
|| budget | actual over actual over actual over | over over
==========++=======================================================================================================
expenses || $4000 | $3500.00 $-500.00 $3400.00 $-600.00 $4200.00 $200.00 | $-300.00 $-900.00
----------++-------------------------------------------------------------------------------------------------------
|| $4000 | $3500.00 $-500.00 $3400.00 $-600.00 $4200.00 $200.00 | $-300.00 $-900.00
$ hledger bal ^expenses -M --depth 1 --budget # budget can change per period
Change of balance (flow, with budget):
|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average total
|| budget actual over budget actual over budget actual over over over
==========++=========================================================================================================================
expenses || $4000 $3500.00 $-500.00 $4000 $3400.00 $-600.00 $4000 $4200.00 $200.00 $-300.00 $-900.00
----------++-------------------------------------------------------------------------------------------------------------------------
|| $4000 $3500.00 $-500.00 $4000 $3400.00 $-600.00 $4000 $4200.00 $200.00 $-300.00 $-900.00
$ hledger bal ^expenses -M --depth 1 --budget --cumulative
Ending balance (cumulative, with budget):
|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average final
|| budget actual over budget actual over budget actual over over over
==========++==========================================================================================================================
expenses || $4000 $3500.00 $-500.00 $8000 $6900.00 $-1100.00 $12000 $11100.00 $-900.00 $-833.33 $-900.00
----------++--------------------------------------------------------------------------------------------------------------------------
|| $4000 $3500.00 $-500.00 $8000 $6900.00 $-1100.00 $12000 $11100.00 $-900.00 $-833.33 $-900.00
$ hledger bal ^expenses -M --depth 1 --budget --historical # assume $10000 budget, $20000 expenses starting balances
Ending balance (historical, with budget):
|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average final
|| budget actual over budget actual over budget actual over over over
==========++==========================================================================================================================
expenses || $14000 $23500.00 $9500.00 $18000 $26900.00 $8900.00 $22000 $31100.00 $9100.00 $9166.66 $9100.00
----------++--------------------------------------------------------------------------------------------------------------------------
|| $14000 $23500.00 $9500.00 $18000 $26900.00 $8900.00 $22000 $31100.00 $9100.00 $9166.66 $9100.00