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;more budget-related cleanup

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Simon Michael 2020-11-18 16:28:23 -08:00
parent 5bb9006b6c
commit 18f8f91520
4 changed files with 4 additions and 62 deletions
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10
bin/budget-rewrite.sh
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@ -1,10 +0,0 @@
#!/bin/sh
# budget.sh < $LEDGER_FILE
# or hledger print ... | budget.sh
# https://github.com/simonmichael/hledger/issues/99#issuecomment-270796337
hledger-rewrite -f- expenses:food --add-posting '(budget:food) *-1' \
| hledger-rewrite -f- expenses:health --add-posting '(budget:health) *-1' \
| hledger-rewrite -f- expenses:home --add-posting '(budget:home) *-1' \
| hledger-rewrite -f- expenses:transport --add-posting '(budget:transport) *-1' \
| hledger-rewrite -f- 'expenses not:(food|health|home|transport)' --add-posting '(budget:misc) *-1'

51
doc/mockups/budget-reporting.txt
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@ -1,51 +0,0 @@
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

3
hie.yaml
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@ -43,3 +43,6 @@ cradle:
component: "hledger-web:exe:hledger-web" component: "hledger-web:exe:hledger-web"
- path: "hledger-web/test/" - path: "hledger-web/test/"
component: "hledger-web:test:test" component: "hledger-web:test:test"
- path: "bin/"
component: "hledger:lib"

2
hledger/Hledger/Cli/Commands/Balance.md
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@ -530,5 +530,5 @@ Budget performance in 2019/01:
This command also supports the This command also supports the
[output destination](hledger.html#output-destination) and [output destination](hledger.html#output-destination) and
[output format](hledger.html#output-format) options [output format](hledger.html#output-format) options
The output formats supported are The output formats supported are (in most modes):
`txt`, `csv`, `html`, and `json`. `txt`, `csv`, `html`, and `json`.