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doc: add Periodic transactions, Automated posting rules

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Dmitry Astapov 2017-12-14 23:56:19 +00:00 committed by Simon Michael
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hledger-lib/hledger_journal.m4.md
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@ -854,6 +854,50 @@ Glob patterns (`*`) are not currently supported.
The `include` directive can only be used in journal files.
It can include journal, timeclock or timedot files, but not CSV files.
# Periodic transactions
A periodic transaction starts with a tilde ‘~’ in place of a date followed by a [period expression](manual.html#period-expressions):
```journal
~ weekly
assets:bank:checking $400 ; paycheck
income:acme inc
```
Periodic transactions are used for budgeting and forecasting only, they have no effect without the `--forecast` or `--budget` option specified.
For examples and details, see [Budgeting and Forecasting](budgeting-and-forecasting.html).
# Automated posting rules
Autopated posting rule starts with an equal sign '=' in place of a date, followed by a [query](manual.html#queries):
```journal
= expenses:gifts
budget:gifts *-1
assets:budget *1
```
When `--auto` option is specified on the command line, automated posting rule will add its postings to all transactions that match the query.
If amount in the automated posting rule includes commodity name, new posting will be made in the given commodity, otherwise commodity of the matched transaction will be used.
When amount in the automated posting rule begins with the '*', amount will be treated as a multiplier that is applied to the amount of the first posting in the matched transaction.
In example above, every transaction in `expenses:gifts` account will
have two additional postings added to it: amount of the original gift
will be debited from `budget:gifts` and credited into `assets:budget`:
```journal
; Original transaction
2017-12-14
expenses:gifts $20
assets
; With automated postings applied
2017/12/14
expenses:gifts $20
assets
budget:gifts $-20
assets:budget $20
```
# EDITOR SUPPORT
Add-on modes exist for various text editors, to make working with journal