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				| @ -524,7 +524,7 @@ EUR 1E3 | ||||
| \f[R] | ||||
| .fi | ||||
| .PP | ||||
| A decimal mark (decimal point) can be written with a period or a comma: | ||||
| A decimal mark can be written as a period or a comma: | ||||
| .IP | ||||
| .nf | ||||
| \f[C] | ||||
| @ -1027,6 +1027,16 @@ declare a year for yearless dates | ||||
| T}@T{ | ||||
| following inline/included entries until end of current file | ||||
| T} | ||||
| T{ | ||||
| \f[C]=\f[R] | ||||
| T}@T{ | ||||
| T}@T{ | ||||
| T}@T{ | ||||
| declare an auto posting rule, adding postings to other transactions | ||||
| T}@T{ | ||||
| all entries in parent/current/child files (but not sibling files, see | ||||
| #1212) | ||||
| T} | ||||
| .TE | ||||
| .PP | ||||
| And some definitions: | ||||
| @ -1807,31 +1817,28 @@ Goals and actual performance can then be compared in budget reports. | ||||
| For more details, see: balance: Budget report and Budgeting and | ||||
| Forecasting. | ||||
| .PP | ||||
| .SS Auto postings / transaction modifiers | ||||
| .SS Auto postings | ||||
| .PP | ||||
| Transaction modifier rules, AKA auto posting rules, describe changes to | ||||
| be applied automatically to certain matched transactions. | ||||
| Currently just one kind of change is possible - adding extra postings, | ||||
| which we call \[dq]automated postings\[dq] or just \[dq]auto | ||||
| postings\[dq]. | ||||
| These rules become active when you use the \f[C]--auto\f[R] flag. | ||||
| \[dq]Automated postings\[dq] or \[dq]auto postings\[dq] are extra | ||||
| postings which get added automatically to transactions which match | ||||
| certain queries, defined by \[dq]auto posting rules\[dq], when you use | ||||
| the \f[C]--auto\f[R] flag. | ||||
| .PP | ||||
| A transaction modifier rule looks much like a normal transaction except | ||||
| the first line is an equals sign followed by a query that matches | ||||
| certain postings (mnemonic: \f[C]=\f[R] suggests matching). | ||||
| And each \[dq]posting\[dq] is actually a posting-generating rule: | ||||
| An auto posting rule looks a bit like a transaction: | ||||
| .IP | ||||
| .nf | ||||
| \f[C] | ||||
| = QUERY | ||||
|     ACCOUNT  AMOUNT | ||||
|     ACCOUNT  [AMOUNT] | ||||
|     ... | ||||
|     ACCOUNT  [AMOUNT] | ||||
| \f[R] | ||||
| .fi | ||||
| .PP | ||||
| These posting-generating rules look like normal postings, except the | ||||
| amount can be: | ||||
| except the first line is an equals sign (mnemonic: \f[C]=\f[R] suggests | ||||
| matching), followed by a query (which matches existing postings), and | ||||
| each \[dq]posting\[dq] line describes a posting to be generated, and the | ||||
| posting amounts can be: | ||||
| .IP \[bu] 2 | ||||
| a normal amount with a commodity symbol, eg \f[C]$2\f[R]. | ||||
| This will be used as-is. | ||||
| @ -1849,7 +1856,7 @@ N, and symbol S). | ||||
| The matched posting\[aq]s amount will be multiplied by N, and its | ||||
| commodity symbol will be replaced with S. | ||||
| .PP | ||||
| A query term containing spaces must be enclosed in single or double | ||||
| Any query term containing spaces must be enclosed in single or double | ||||
| quotes, as on the command line. | ||||
| Eg, note the quotes around the second query term below: | ||||
| .IP | ||||
| @ -1860,10 +1867,6 @@ Eg, note the quotes around the second query term below: | ||||
| \f[R] | ||||
| .fi | ||||
| .PP | ||||
| These rules have global effect - a rule appearing anywhere in your data | ||||
| can potentially affect any transaction, including transactions recorded | ||||
| above it or in another file. | ||||
| .PP | ||||
| Some examples: | ||||
| .IP | ||||
| .nf | ||||
| @ -1902,6 +1905,12 @@ $ hledger print --auto | ||||
|     assets:checking            $20 | ||||
| \f[R] | ||||
| .fi | ||||
| .SS Auto postings and multiple files | ||||
| .PP | ||||
| An auto posting rule can affect any transaction in the current file, or | ||||
| in any parent file or child file. | ||||
| Note, currently it will not affect sibling files (when multiple | ||||
| \f[C]-f\f[R]/\f[C]--file\f[R] are used - see #1212). | ||||
| .SS Auto postings and dates | ||||
| .PP | ||||
| A posting date (or secondary date) in the matched posting, or (taking | ||||
| @ -1909,7 +1918,7 @@ precedence) a posting date in the auto posting rule itself, will also be | ||||
| used in the generated posting. | ||||
| .SS Auto postings and transaction balancing / inferred amounts / balance assertions | ||||
| .PP | ||||
| Currently, transaction modifiers are applied / auto postings are added: | ||||
| Currently, auto postings are added: | ||||
| .IP \[bu] 2 | ||||
| after missing amounts are inferred, and transactions are checked for | ||||
| balancedness, | ||||
| @ -1921,7 +1930,7 @@ after auto postings are added. | ||||
| This changed in hledger 1.12+; see #893 for background. | ||||
| .SS Auto posting tags | ||||
| .PP | ||||
| Postings added by transaction modifiers will have some extra tags: | ||||
| Automated postings will have some extra tags: | ||||
| .IP \[bu] 2 | ||||
| \f[C]generated-posting:= QUERY\f[R] - shows this was generated by an | ||||
| auto posting rule, and the query | ||||
| @ -1931,8 +1940,8 @@ appear in hledger\[aq]s output. | ||||
| This can be used to match postings generated \[dq]just now\[dq], rather | ||||
| than generated in the past and saved to the journal. | ||||
| .PP | ||||
| Also, any transaction that has been changed by transaction modifier | ||||
| rules will have these tags added: | ||||
| Also, any transaction that has been changed by auto posting rules will | ||||
| have these tags added: | ||||
| .IP \[bu] 2 | ||||
| \f[C]modified:\f[R] - this transaction was modified | ||||
| .IP \[bu] 2 | ||||
|  | ||||
| @ -85,7 +85,7 @@ optional fields, separated by spaces: | ||||
| * Balance Assignments:: | ||||
| * Directives:: | ||||
| * Periodic transactions:: | ||||
| * Auto postings / transaction modifiers:: | ||||
| * Auto postings:: | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Dates,  Next: Status,  Up: Transactions | ||||
| @ -470,8 +470,7 @@ $-1 | ||||
| 1E-6 | ||||
| EUR 1E3 | ||||
| 
 | ||||
|    A decimal mark (decimal point) can be written with a period or a | ||||
| comma: | ||||
|    A decimal mark can be written as a period or a comma: | ||||
| 
 | ||||
| 1.23 | ||||
| 1,23456780000009 | ||||
| @ -912,6 +911,11 @@ account' apply             account names                 inline/included | ||||
|                            dates                         inline/included | ||||
|                                                          entries until end | ||||
|                                                          of current file | ||||
| '='                        declare an auto posting       all entries in | ||||
|                            rule, adding postings to      parent/current/child | ||||
|                            other transactions            files (but not | ||||
|                                                          sibling files, | ||||
|                                                          see #1212) | ||||
| 
 | ||||
|    And some definitions: | ||||
| 
 | ||||
| @ -1485,7 +1489,7 @@ If account aliases are present, they are applied after the default | ||||
| parent account. | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Periodic transactions,  Next: Auto postings / transaction modifiers,  Prev: Directives,  Up: Transactions | ||||
| File: hledger_journal.info,  Node: Periodic transactions,  Next: Auto postings,  Prev: Directives,  Up: Transactions | ||||
| 
 | ||||
| 1.13 Periodic transactions | ||||
| ========================== | ||||
| @ -1647,29 +1651,26 @@ compared in budget reports. | ||||
| Forecasting. | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Auto postings / transaction modifiers,  Prev: Periodic transactions,  Up: Transactions | ||||
| File: hledger_journal.info,  Node: Auto postings,  Prev: Periodic transactions,  Up: Transactions | ||||
| 
 | ||||
| 1.14 Auto postings / transaction modifiers | ||||
| ========================================== | ||||
| 1.14 Auto postings | ||||
| ================== | ||||
| 
 | ||||
| Transaction modifier rules, AKA auto posting rules, describe changes to | ||||
| be applied automatically to certain matched transactions.  Currently | ||||
| just one kind of change is possible - adding extra postings, which we | ||||
| call "automated postings" or just "auto postings".  These rules become | ||||
| active when you use the '--auto' flag. | ||||
| "Automated postings" or "auto postings" are extra postings which get | ||||
| added automatically to transactions which match certain queries, defined | ||||
| by "auto posting rules", when you use the '--auto' flag. | ||||
| 
 | ||||
|    A transaction modifier rule looks much like a normal transaction | ||||
| except the first line is an equals sign followed by a query that matches | ||||
| certain postings (mnemonic: '=' suggests matching).  And each "posting" | ||||
| is actually a posting-generating rule: | ||||
|    An auto posting rule looks a bit like a transaction: | ||||
| 
 | ||||
| = QUERY | ||||
|     ACCOUNT  AMOUNT | ||||
|     ACCOUNT  [AMOUNT] | ||||
|     ... | ||||
|     ACCOUNT  [AMOUNT] | ||||
| 
 | ||||
|    These posting-generating rules look like normal postings, except the | ||||
| amount can be: | ||||
|    except the first line is an equals sign (mnemonic: '=' suggests | ||||
| matching), followed by a query (which matches existing postings), and | ||||
| each "posting" line describes a posting to be generated, and the posting | ||||
| amounts can be: | ||||
| 
 | ||||
|    * a normal amount with a commodity symbol, eg '$2'.  This will be | ||||
|      used as-is. | ||||
| @ -1682,17 +1683,13 @@ amount can be: | ||||
|      and symbol S). The matched posting's amount will be multiplied by | ||||
|      N, and its commodity symbol will be replaced with S. | ||||
| 
 | ||||
|    A query term containing spaces must be enclosed in single or double | ||||
|    Any query term containing spaces must be enclosed in single or double | ||||
| quotes, as on the command line.  Eg, note the quotes around the second | ||||
| query term below: | ||||
| 
 | ||||
| = expenses:groceries 'expenses:dining out' | ||||
|     (budget:funds:dining out)                 *-1 | ||||
| 
 | ||||
|    These rules have global effect - a rule appearing anywhere in your | ||||
| data can potentially affect any transaction, including transactions | ||||
| recorded above it or in another file. | ||||
| 
 | ||||
|    Some examples: | ||||
| 
 | ||||
| ; every time I buy food, schedule a dollar donation | ||||
| @ -1726,14 +1723,25 @@ $ hledger print --auto | ||||
| 
 | ||||
| * Menu: | ||||
| 
 | ||||
| * Auto postings and multiple files:: | ||||
| * Auto postings and dates:: | ||||
| * Auto postings and transaction balancing / inferred amounts / balance assertions:: | ||||
| * Auto posting tags:: | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Auto postings and dates,  Next: Auto postings and transaction balancing / inferred amounts / balance assertions,  Up: Auto postings / transaction modifiers | ||||
| File: hledger_journal.info,  Node: Auto postings and multiple files,  Next: Auto postings and dates,  Up: Auto postings | ||||
| 
 | ||||
| 1.14.1 Auto postings and dates | ||||
| 1.14.1 Auto postings and multiple files | ||||
| --------------------------------------- | ||||
| 
 | ||||
| An auto posting rule can affect any transaction in the current file, or | ||||
| in any parent file or child file.  Note, currently it will not affect | ||||
| sibling files (when multiple '-f'/'--file' are used - see #1212). | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Auto postings and dates,  Next: Auto postings and transaction balancing / inferred amounts / balance assertions,  Prev: Auto postings and multiple files,  Up: Auto postings | ||||
| 
 | ||||
| 1.14.2 Auto postings and dates | ||||
| ------------------------------ | ||||
| 
 | ||||
| A posting date (or secondary date) in the matched posting, or (taking | ||||
| @ -1741,13 +1749,12 @@ precedence) a posting date in the auto posting rule itself, will also be | ||||
| used in the generated posting. | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Auto postings and transaction balancing / inferred amounts / balance assertions,  Next: Auto posting tags,  Prev: Auto postings and dates,  Up: Auto postings / transaction modifiers | ||||
| File: hledger_journal.info,  Node: Auto postings and transaction balancing / inferred amounts / balance assertions,  Next: Auto posting tags,  Prev: Auto postings and dates,  Up: Auto postings | ||||
| 
 | ||||
| 1.14.2 Auto postings and transaction balancing / inferred amounts / | ||||
| 1.14.3 Auto postings and transaction balancing / inferred amounts / | ||||
| ------------------------------------------------------------------- | ||||
| 
 | ||||
| balance assertions Currently, transaction modifiers are applied / auto | ||||
| postings are added: | ||||
| balance assertions Currently, auto postings are added: | ||||
| 
 | ||||
|    * after missing amounts are inferred, and transactions are checked | ||||
|      for balancedness, | ||||
| @ -1758,12 +1765,12 @@ after auto postings are added.  This changed in hledger 1.12+; see #893 | ||||
| for background. | ||||
| 
 | ||||
|  | ||||
| File: hledger_journal.info,  Node: Auto posting tags,  Prev: Auto postings and transaction balancing / inferred amounts / balance assertions,  Up: Auto postings / transaction modifiers | ||||
| File: hledger_journal.info,  Node: Auto posting tags,  Prev: Auto postings and transaction balancing / inferred amounts / balance assertions,  Up: Auto postings | ||||
| 
 | ||||
| 1.14.3 Auto posting tags | ||||
| 1.14.4 Auto posting tags | ||||
| ------------------------ | ||||
| 
 | ||||
| Postings added by transaction modifiers will have some extra tags: | ||||
| Automated postings will have some extra tags: | ||||
| 
 | ||||
|    * 'generated-posting:= QUERY' - shows this was generated by an auto | ||||
|      posting rule, and the query | ||||
| @ -1772,8 +1779,8 @@ Postings added by transaction modifiers will have some extra tags: | ||||
|      "just now", rather than generated in the past and saved to the | ||||
|      journal. | ||||
| 
 | ||||
|    Also, any transaction that has been changed by transaction modifier | ||||
| rules will have these tags added: | ||||
|    Also, any transaction that has been changed by auto posting rules | ||||
| will have these tags added: | ||||
| 
 | ||||
|    * 'modified:' - this transaction was modified | ||||
|    * '_modified:' - a hidden tag not appearing in the comment; this | ||||
| @ -1784,118 +1791,120 @@ Tag Table: | ||||
| Node: Top76 | ||||
| Node: Transactions1875 | ||||
| Ref: #transactions1967 | ||||
| Node: Dates3156 | ||||
| Ref: #dates3255 | ||||
| Node: Simple dates3320 | ||||
| Ref: #simple-dates3446 | ||||
| Node: Secondary dates3955 | ||||
| Ref: #secondary-dates4109 | ||||
| Node: Posting dates5445 | ||||
| Ref: #posting-dates5574 | ||||
| Node: Status6946 | ||||
| Ref: #status7067 | ||||
| Node: Description8775 | ||||
| Ref: #description8909 | ||||
| Node: Payee and note9229 | ||||
| Ref: #payee-and-note9343 | ||||
| Node: Comments9678 | ||||
| Ref: #comments9804 | ||||
| Node: Tags10998 | ||||
| Ref: #tags11113 | ||||
| Node: Postings12506 | ||||
| Ref: #postings12634 | ||||
| Node: Virtual Postings13660 | ||||
| Ref: #virtual-postings13777 | ||||
| Node: Account names15082 | ||||
| Ref: #account-names15223 | ||||
| Node: Amounts15710 | ||||
| Ref: #amounts15849 | ||||
| Node: Digit group marks16781 | ||||
| Ref: #digit-group-marks16929 | ||||
| Node: Amount display style17867 | ||||
| Ref: #amount-display-style18021 | ||||
| Node: Transaction prices19182 | ||||
| Ref: #transaction-prices19348 | ||||
| Node: Balance Assertions21614 | ||||
| Ref: #balance-assertions21794 | ||||
| Node: Assertions and ordering22827 | ||||
| Ref: #assertions-and-ordering23015 | ||||
| Node: Assertions and included files23715 | ||||
| Ref: #assertions-and-included-files23958 | ||||
| Node: Assertions and multiple -f options24291 | ||||
| Ref: #assertions-and-multiple--f-options24547 | ||||
| Node: Assertions and commodities24679 | ||||
| Ref: #assertions-and-commodities24911 | ||||
| Node: Assertions and prices26068 | ||||
| Ref: #assertions-and-prices26282 | ||||
| Node: Assertions and subaccounts26722 | ||||
| Ref: #assertions-and-subaccounts26951 | ||||
| Node: Assertions and virtual postings27275 | ||||
| Ref: #assertions-and-virtual-postings27517 | ||||
| Node: Assertions and precision27659 | ||||
| Ref: #assertions-and-precision27852 | ||||
| Node: Balance Assignments28119 | ||||
| Ref: #balance-assignments28293 | ||||
| Node: Balance assignments and prices29457 | ||||
| Ref: #balance-assignments-and-prices29629 | ||||
| Node: Directives29853 | ||||
| Ref: #directives30012 | ||||
| Node: Directives and multiple files35331 | ||||
| Ref: #directives-and-multiple-files35514 | ||||
| Node: Comment blocks36178 | ||||
| Ref: #comment-blocks36361 | ||||
| Node: Including other files36537 | ||||
| Ref: #including-other-files36717 | ||||
| Node: Default year37125 | ||||
| Ref: #default-year37294 | ||||
| Node: Declaring commodities37701 | ||||
| Ref: #declaring-commodities37884 | ||||
| Node: Default commodity39557 | ||||
| Ref: #default-commodity39733 | ||||
| Node: Market prices40622 | ||||
| Ref: #market-prices40787 | ||||
| Node: Declaring accounts41628 | ||||
| Ref: #declaring-accounts41804 | ||||
| Node: Account comments42729 | ||||
| Ref: #account-comments42892 | ||||
| Node: Account subdirectives43316 | ||||
| Ref: #account-subdirectives43511 | ||||
| Node: Account types43824 | ||||
| Ref: #account-types44008 | ||||
| Node: Account display order45647 | ||||
| Ref: #account-display-order45817 | ||||
| Node: Rewriting accounts46968 | ||||
| Ref: #rewriting-accounts47153 | ||||
| Node: Basic aliases47910 | ||||
| Ref: #basic-aliases48056 | ||||
| Node: Regex aliases48760 | ||||
| Ref: #regex-aliases48932 | ||||
| Node: Combining aliases49650 | ||||
| Ref: #combining-aliases49843 | ||||
| Node: Aliases and multiple files51119 | ||||
| Ref: #aliases-and-multiple-files51328 | ||||
| Node: end aliases51907 | ||||
| Ref: #end-aliases52064 | ||||
| Node: Default parent account52165 | ||||
| Ref: #default-parent-account52333 | ||||
| Node: Periodic transactions53217 | ||||
| Ref: #periodic-transactions53416 | ||||
| Node: Periodic rule syntax55288 | ||||
| Ref: #periodic-rule-syntax55494 | ||||
| Node: Two spaces between period expression and description!56198 | ||||
| Ref: #two-spaces-between-period-expression-and-description56517 | ||||
| Node: Forecasting with periodic transactions57201 | ||||
| Ref: #forecasting-with-periodic-transactions57506 | ||||
| Node: Budgeting with periodic transactions59532 | ||||
| Ref: #budgeting-with-periodic-transactions59771 | ||||
| Node: Auto postings / transaction modifiers60220 | ||||
| Ref: #auto-postings-transaction-modifiers60432 | ||||
| Node: Auto postings and dates62928 | ||||
| Ref: #auto-postings-and-dates63185 | ||||
| Node: Auto postings and transaction balancing / inferred amounts / balance assertions63360 | ||||
| Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions63735 | ||||
| Node: Auto posting tags64113 | ||||
| Ref: #auto-posting-tags64352 | ||||
| Node: Dates3132 | ||||
| Ref: #dates3231 | ||||
| Node: Simple dates3296 | ||||
| Ref: #simple-dates3422 | ||||
| Node: Secondary dates3931 | ||||
| Ref: #secondary-dates4085 | ||||
| Node: Posting dates5421 | ||||
| Ref: #posting-dates5550 | ||||
| Node: Status6922 | ||||
| Ref: #status7043 | ||||
| Node: Description8751 | ||||
| Ref: #description8885 | ||||
| Node: Payee and note9205 | ||||
| Ref: #payee-and-note9319 | ||||
| Node: Comments9654 | ||||
| Ref: #comments9780 | ||||
| Node: Tags10974 | ||||
| Ref: #tags11089 | ||||
| Node: Postings12482 | ||||
| Ref: #postings12610 | ||||
| Node: Virtual Postings13636 | ||||
| Ref: #virtual-postings13753 | ||||
| Node: Account names15058 | ||||
| Ref: #account-names15199 | ||||
| Node: Amounts15686 | ||||
| Ref: #amounts15825 | ||||
| Node: Digit group marks16739 | ||||
| Ref: #digit-group-marks16887 | ||||
| Node: Amount display style17825 | ||||
| Ref: #amount-display-style17979 | ||||
| Node: Transaction prices19140 | ||||
| Ref: #transaction-prices19306 | ||||
| Node: Balance Assertions21572 | ||||
| Ref: #balance-assertions21752 | ||||
| Node: Assertions and ordering22785 | ||||
| Ref: #assertions-and-ordering22973 | ||||
| Node: Assertions and included files23673 | ||||
| Ref: #assertions-and-included-files23916 | ||||
| Node: Assertions and multiple -f options24249 | ||||
| Ref: #assertions-and-multiple--f-options24505 | ||||
| Node: Assertions and commodities24637 | ||||
| Ref: #assertions-and-commodities24869 | ||||
| Node: Assertions and prices26026 | ||||
| Ref: #assertions-and-prices26240 | ||||
| Node: Assertions and subaccounts26680 | ||||
| Ref: #assertions-and-subaccounts26909 | ||||
| Node: Assertions and virtual postings27233 | ||||
| Ref: #assertions-and-virtual-postings27475 | ||||
| Node: Assertions and precision27617 | ||||
| Ref: #assertions-and-precision27810 | ||||
| Node: Balance Assignments28077 | ||||
| Ref: #balance-assignments28251 | ||||
| Node: Balance assignments and prices29415 | ||||
| Ref: #balance-assignments-and-prices29587 | ||||
| Node: Directives29811 | ||||
| Ref: #directives29970 | ||||
| Node: Directives and multiple files35651 | ||||
| Ref: #directives-and-multiple-files35834 | ||||
| Node: Comment blocks36498 | ||||
| Ref: #comment-blocks36681 | ||||
| Node: Including other files36857 | ||||
| Ref: #including-other-files37037 | ||||
| Node: Default year37445 | ||||
| Ref: #default-year37614 | ||||
| Node: Declaring commodities38021 | ||||
| Ref: #declaring-commodities38204 | ||||
| Node: Default commodity39877 | ||||
| Ref: #default-commodity40053 | ||||
| Node: Market prices40942 | ||||
| Ref: #market-prices41107 | ||||
| Node: Declaring accounts41948 | ||||
| Ref: #declaring-accounts42124 | ||||
| Node: Account comments43049 | ||||
| Ref: #account-comments43212 | ||||
| Node: Account subdirectives43636 | ||||
| Ref: #account-subdirectives43831 | ||||
| Node: Account types44144 | ||||
| Ref: #account-types44328 | ||||
| Node: Account display order45967 | ||||
| Ref: #account-display-order46137 | ||||
| Node: Rewriting accounts47288 | ||||
| Ref: #rewriting-accounts47473 | ||||
| Node: Basic aliases48230 | ||||
| Ref: #basic-aliases48376 | ||||
| Node: Regex aliases49080 | ||||
| Ref: #regex-aliases49252 | ||||
| Node: Combining aliases49970 | ||||
| Ref: #combining-aliases50163 | ||||
| Node: Aliases and multiple files51439 | ||||
| Ref: #aliases-and-multiple-files51648 | ||||
| Node: end aliases52227 | ||||
| Ref: #end-aliases52384 | ||||
| Node: Default parent account52485 | ||||
| Ref: #default-parent-account52653 | ||||
| Node: Periodic transactions53537 | ||||
| Ref: #periodic-transactions53712 | ||||
| Node: Periodic rule syntax55584 | ||||
| Ref: #periodic-rule-syntax55790 | ||||
| Node: Two spaces between period expression and description!56494 | ||||
| Ref: #two-spaces-between-period-expression-and-description56813 | ||||
| Node: Forecasting with periodic transactions57497 | ||||
| Ref: #forecasting-with-periodic-transactions57802 | ||||
| Node: Budgeting with periodic transactions59828 | ||||
| Ref: #budgeting-with-periodic-transactions60067 | ||||
| Node: Auto postings60516 | ||||
| Ref: #auto-postings60656 | ||||
| Node: Auto postings and multiple files62835 | ||||
| Ref: #auto-postings-and-multiple-files63039 | ||||
| Node: Auto postings and dates63248 | ||||
| Ref: #auto-postings-and-dates63522 | ||||
| Node: Auto postings and transaction balancing / inferred amounts / balance assertions63697 | ||||
| Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions64048 | ||||
| Node: Auto posting tags64390 | ||||
| Ref: #auto-posting-tags64605 | ||||
|  | ||||
| End Tag Table | ||||
| 
 | ||||
|  | ||||
| @ -370,7 +370,7 @@ FILE FORMAT | ||||
|               1E-6 | ||||
|               EUR 1E3 | ||||
| 
 | ||||
|        A decimal mark (decimal point) can be written with a period or a comma: | ||||
|        A decimal mark can be written as a period or a comma: | ||||
| 
 | ||||
|               1.23 | ||||
|               1,23456780000009 | ||||
| @ -709,6 +709,11 @@ FILE FORMAT | ||||
|                                         dates                          line/included   en- | ||||
|                                                                        tries until end  of | ||||
|                                                                        current file | ||||
|        =                                declare   an   auto  posting   all entries in par- | ||||
|                                         rule,  adding  postings   to   ent/current/child | ||||
|                                         other transactions             files (but not sib- | ||||
|                                                                        ling   files,   see | ||||
|                                                                        #1212) | ||||
| 
 | ||||
|        And some definitions: | ||||
| 
 | ||||
| @ -718,12 +723,10 @@ FILE FORMAT | ||||
|        number   how to interpret numbers when parsing journal entries (the iden- | ||||
|        nota-    tity  of the decimal separator character).  (Currently each com- | ||||
|        tion     modity can have its own notation, even in the same file.) | ||||
| 
 | ||||
|        dis-     how to display amounts of a commodity in  reports  (symbol  side | ||||
|        play     and spacing, digit groups, decimal separator, decimal places) | ||||
|        style | ||||
| 
 | ||||
| 
 | ||||
| 
 | ||||
|        direc-   which  entries  and  (when there are multiple files) which files | ||||
|        tive     are affected by a directive | ||||
|        scope | ||||
| @ -1313,25 +1316,22 @@ FILE FORMAT | ||||
|        For more details, see: balance: Budget report and Budgeting  and  Fore- | ||||
|        casting. | ||||
| 
 | ||||
|    Auto postings / transaction modifiers | ||||
|        Transaction modifier rules, AKA auto posting rules, describe changes to | ||||
|        be applied automatically to certain  matched  transactions.   Currently | ||||
|        just  one  kind of change is possible - adding extra postings, which we | ||||
|        call "automated postings" or just "auto postings".  These rules  become | ||||
|        active when you use the --auto flag. | ||||
|    Auto postings | ||||
|        "Automated  postings"  or  "auto postings" are extra postings which get | ||||
|        added automatically to transactions which match  certain  queries,  de- | ||||
|        fined by "auto posting rules", when you use the --auto flag. | ||||
| 
 | ||||
|        A transaction modifier rule looks much like a normal transaction except | ||||
|        the first line is an equals sign followed by a query that matches  cer- | ||||
|        tain  postings  (mnemonic: = suggests matching).  And each "posting" is | ||||
|        actually a posting-generating rule: | ||||
|        An auto posting rule looks a bit like a transaction: | ||||
| 
 | ||||
|               = QUERY | ||||
|                   ACCOUNT  AMOUNT | ||||
|                   ACCOUNT  [AMOUNT] | ||||
|                   ... | ||||
|                   ACCOUNT  [AMOUNT] | ||||
| 
 | ||||
|        These posting-generating rules look like normal  postings,  except  the | ||||
|        amount can be: | ||||
|        except  the  first  line is an equals sign (mnemonic: = suggests match- | ||||
|        ing), followed by a query (which matches existing postings),  and  each | ||||
|        "posting"  line  describes  a  posting to be generated, and the posting | ||||
|        amounts can be: | ||||
| 
 | ||||
|        o a normal amount with a commodity symbol, eg $2.  This  will  be  used | ||||
|          as-is. | ||||
| @ -1347,17 +1347,13 @@ FILE FORMAT | ||||
|          symbol S).  The matched posting's amount will be multiplied by N, and | ||||
|          its commodity symbol will be replaced with S. | ||||
| 
 | ||||
|        A  query  term  containing  spaces must be enclosed in single or double | ||||
|        Any query term containing spaces must be enclosed in single  or  double | ||||
|        quotes,  as on the command line.  Eg, note the quotes around the second | ||||
|        query term below: | ||||
| 
 | ||||
|               = expenses:groceries 'expenses:dining out' | ||||
|                   (budget:funds:dining out)                 *-1 | ||||
| 
 | ||||
|        These rules have global effect - a rule appearing anywhere in your data | ||||
|        can potentially affect any transaction, including transactions recorded | ||||
|        above it or in another file. | ||||
| 
 | ||||
|        Some examples: | ||||
| 
 | ||||
|               ; every time I buy food, schedule a dollar donation | ||||
| @ -1389,6 +1385,11 @@ FILE FORMAT | ||||
|                   assets:checking:gifts     -$20 | ||||
|                   assets:checking            $20 | ||||
| 
 | ||||
|    Auto postings and multiple files | ||||
|        An auto posting rule can affect any transaction in the current file, or | ||||
|        in  any  parent file or child file.  Note, currently it will not affect | ||||
|        sibling files (when multiple -f/--file are used - see #1212). | ||||
| 
 | ||||
|    Auto postings and dates | ||||
|        A posting date (or secondary date) in the matched posting,  or  (taking | ||||
|        precedence)  a  posting date in the auto posting rule itself, will also | ||||
| @ -1396,7 +1397,7 @@ FILE FORMAT | ||||
| 
 | ||||
|    Auto postings and transaction balancing / inferred amounts / balance asser- | ||||
|        tions | ||||
|        Currently, transaction modifiers are applied / auto postings are added: | ||||
|        Currently, auto postings are added: | ||||
| 
 | ||||
|        o after  missing amounts are inferred, and transactions are checked for | ||||
|          balancedness, | ||||
| @ -1408,7 +1409,7 @@ FILE FORMAT | ||||
|        for background. | ||||
| 
 | ||||
|    Auto posting tags | ||||
|        Postings added by transaction modifiers will have some extra tags: | ||||
|        Automated postings will have some extra tags: | ||||
| 
 | ||||
|        o generated-posting:= QUERY - shows this was generated by an auto post- | ||||
|          ing rule, and the query | ||||
| @ -1417,8 +1418,8 @@ FILE FORMAT | ||||
|          hledger's output.  This can be used to match postings generated "just | ||||
|          now", rather than generated in the past and saved to the journal. | ||||
| 
 | ||||
|        Also, any transaction that has been  changed  by  transaction  modifier | ||||
|        rules will have these tags added: | ||||
|        Also,  any transaction that has been changed by auto posting rules will | ||||
|        have these tags added: | ||||
| 
 | ||||
|        o modified: - this transaction was modified | ||||
| 
 | ||||
|  | ||||
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