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;doc:add: balance assertions/assignments: clarify, fix [#2494]

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Simon Michael 2025-11-16 14:59:35 -10:00
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hledger/Hledger/Cli/Commands/Add.md
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@ -64,16 +64,19 @@ Since hledger 1.43, whenever you enter a posting amount,
`add` will re-check all [balance assertions](#balance-assertions) in the journal, `add` will re-check all [balance assertions](#balance-assertions) in the journal,
and if any of them fail, it will report the problem and ask for the amount again. and if any of them fail, it will report the problem and ask for the amount again.
You can also add a new balance assertion, following the amount as in journal format.
The new transaction's date, and the new posting's posting date if any (entered in a comment following the amount),
will influence assertion checking.
You can use `-I`/`--ignore-assertions` to disable assertion checking temporarily. You can use `-I`/`--ignore-assertions` to disable assertion checking temporarily.
You can also add a new balance assertion by writing it after an amount, eg `$100 = $500`.
The new transaction's date, and the new posting's posting date if any (entered in a comment following the amount),
will influence how the new balance assertion is checked.
## add and balance assignments ## add and balance assignments
Balance assignments are not recalculated during a `hledger add` session. When `add` runs, all balance assignments have already been processed and converted to balance assertions.
When `add` runs, it sees the journal with all balance assignments already processed and converted to assertions. So balance assignments will not be recalculated during a `hledger add` session.
So if you add a new posting which is dated earlier than a balance assignment, it will break the assertion and be rejected.
You can make it work by using `hledger add -I`. This means that if you try to `add` a new posting which is dated earlier than an existing balance assignment
(now a balance assertion), that posting will break the assertion and be rejected.
To allow it, you could disable assertions temporarily with `hledger add -I`.
Also, you can't add a new balance assignment using `add`.