;more budget-related cleanup
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#!/bin/sh
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# budget.sh < $LEDGER_FILE
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# or hledger print ... | budget.sh
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# https://github.com/simonmichael/hledger/issues/99#issuecomment-270796337
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hledger-rewrite -f- expenses:food --add-posting '(budget:food) *-1' \
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| hledger-rewrite -f- expenses:health --add-posting '(budget:health) *-1' \
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| hledger-rewrite -f- expenses:home --add-posting '(budget:home) *-1' \
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| hledger-rewrite -f- expenses:transport --add-posting '(budget:transport) *-1' \
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| hledger-rewrite -f- 'expenses not:(food|health|home|transport)' --add-posting '(budget:misc) *-1'
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budget report mockups
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$ hledger bal ^expenses -M --depth 1 --average # add average & total columns
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Change of balance (flow):
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|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average total
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==========++============================================================================================
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expenses || $3500.00 $3400.00 $4200.00 $3700.00 $11100.00
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----------++--------------------------------------------------------------------------------------------
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|| $3500.00 $3400.00 $4200.00 $3700.00 $11100.00
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$ hledger bal ^expenses -M --depth 1 --budget-simple # assume a fixed budget
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Change of balance (flow, with simple budget):
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|| | 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 | average total
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|| budget | actual over actual over actual over | over over
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==========++=======================================================================================================
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expenses || $4000 | $3500.00 $-500.00 $3400.00 $-600.00 $4200.00 $200.00 | $-300.00 $-900.00
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----------++-------------------------------------------------------------------------------------------------------
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|| $4000 | $3500.00 $-500.00 $3400.00 $-600.00 $4200.00 $200.00 | $-300.00 $-900.00
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$ hledger bal ^expenses -M --depth 1 --budget # budget can change per period
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Change of balance (flow, with budget):
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|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average total
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|| budget actual over budget actual over budget actual over over over
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==========++=========================================================================================================================
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expenses || $4000 $3500.00 $-500.00 $4000 $3400.00 $-600.00 $4000 $4200.00 $200.00 $-300.00 $-900.00
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----------++-------------------------------------------------------------------------------------------------------------------------
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|| $4000 $3500.00 $-500.00 $4000 $3400.00 $-600.00 $4000 $4200.00 $200.00 $-300.00 $-900.00
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$ hledger bal ^expenses -M --depth 1 --budget --cumulative
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Ending balance (cumulative, with budget):
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|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average final
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|| budget actual over budget actual over budget actual over over over
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==========++==========================================================================================================================
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expenses || $4000 $3500.00 $-500.00 $8000 $6900.00 $-1100.00 $12000 $11100.00 $-900.00 $-833.33 $-900.00
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----------++--------------------------------------------------------------------------------------------------------------------------
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|| $4000 $3500.00 $-500.00 $8000 $6900.00 $-1100.00 $12000 $11100.00 $-900.00 $-833.33 $-900.00
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$ hledger bal ^expenses -M --depth 1 --budget --historical # assume $10000 budget, $20000 expenses starting balances
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Ending balance (historical, with budget):
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|| 2014/01/01-2014/01/31 2014/02/01-2014/02/28 2014/03/01-2014/03/31 average final
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|| budget actual over budget actual over budget actual over over over
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==========++==========================================================================================================================
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expenses || $14000 $23500.00 $9500.00 $18000 $26900.00 $8900.00 $22000 $31100.00 $9100.00 $9166.66 $9100.00
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----------++--------------------------------------------------------------------------------------------------------------------------
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|| $14000 $23500.00 $9500.00 $18000 $26900.00 $8900.00 $22000 $31100.00 $9100.00 $9166.66 $9100.00
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3
hie.yaml
3
hie.yaml
@ -43,3 +43,6 @@ cradle:
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component: "hledger-web:exe:hledger-web"
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- path: "hledger-web/test/"
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component: "hledger-web:test:test"
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- path: "bin/"
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component: "hledger:lib"
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@ -530,5 +530,5 @@ Budget performance in 2019/01:
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This command also supports the
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[output destination](hledger.html#output-destination) and
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[output format](hledger.html#output-format) options
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The output formats supported are
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The output formats supported are (in most modes):
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`txt`, `csv`, `html`, and `json`.
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