;update manuals
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Simon Michael
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@ -168,7 +168,7 @@ fos.ledger ..
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.IP
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.nf
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\f[C]
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$ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4
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$ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4 --tree
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4.50 fos
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4.00 hledger:timedot
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0.50 ledger
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@ -129,7 +129,7 @@ make this work with an account alias:
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fos.hledger.timedot 4
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fos.ledger ..
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$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
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$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4 --tree
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4.50 fos
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4.00 hledger:timedot
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0.50 ledger
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@ -127,7 +127,7 @@ DESCRIPTION
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fos.hledger.timedot 4
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fos.ledger ..
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$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
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$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4 --tree
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4.50 fos
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4.00 hledger:timedot
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0.50 ledger
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@ -1774,15 +1774,19 @@ this order of preference :
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.IP "1." 3
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A \f[I]declared market price\f[R] or \f[I]inferred market price\f[R]:
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A\[aq]s latest market price in B on or before the valuation date as
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declared by a P directive, or (if the \f[C]--infer-value\f[R] flag is
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used) inferred from transaction prices.
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declared by a P directive, or (with the \f[C]--infer-value\f[R] flag)
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inferred from transaction prices.
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.IP "2." 3
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A \f[I]reverse market price\f[R]: the inverse of a declared or inferred
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market price from B to A.
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.IP "3." 3
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A \f[I]chained market price\f[R]: a synthetic price formed by combining
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the shortest chain of market prices (any of the above types) leading
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from A to B.
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A \f[I]a forward chain of market prices\f[R]: a synthetic price formed
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by combining the shortest chain of \[dq]forward\[dq] (only 1 above)
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market prices, leading from A to B.
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.IP "4." 3
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A \f[I]any chain of market prices\f[R]: a chain of any market prices,
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including both forward and reverse prices (1 and 2 above), leading from
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A to B.
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.PP
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Amounts for which no applicable market price can be found, are not
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converted.
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@ -3189,7 +3193,60 @@ Budget performance in 2017/11/01-2017/12/31:
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\f[R]
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.fi
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.PP
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For more examples, see Budgeting and Forecasting.
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For more examples and notes, see Budgeting.
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.SS Budget report start date
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.PP
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This might be a bug, but for now: when making budget reports, it\[aq]s a
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good idea to explicitly set the report\[aq]s start date to the first day
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of a reporting period, because a periodic rule like
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\f[C]\[ti] monthly\f[R] generates its transactions on the 1st of each
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month, and if your journal has no regular transactions on the 1st, the
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default report start date could exclude that budget goal, which can be a
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little surprising.
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Eg here the default report period is just the day of 2020-01-15:
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.IP
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.nf
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\f[C]
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\[ti] monthly in 2020
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(expenses:food) $500
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2020-01-15
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expenses:food $400
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assets:checking
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\f[R]
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.fi
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.IP
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.nf
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\f[C]
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$ hledger bal expenses --budget
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Budget performance in 2020-01-15:
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|| 2020-01-15
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==============++============
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<unbudgeted> || $400
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--------------++------------
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|| $400
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\f[R]
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.fi
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.PP
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To avoid this, specify the budget report\[aq]s period, or at least the
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start date, with \f[C]-b\f[R]/\f[C]-e\f[R]/\f[C]-p\f[R]/\f[C]date:\f[R],
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to ensure it includes the budget goal transactions (periodic
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transactions) that you want.
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Eg, adding \f[C]-b 2020/1/1\f[R] to the above:
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.IP
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.nf
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\f[C]
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$ hledger bal expenses --budget -b 2020/1/1
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Budget performance in 2020-01-01..2020-01-15:
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|| 2020-01-01..2020-01-15
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===============++========================
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expenses:food || $400 [80% of $500]
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---------------++------------------------
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|| $400 [80% of $500]
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\f[R]
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.fi
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.SS Nested budgets
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.PP
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You can add budgets to any account in your account hierarchy.
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@ -1489,14 +1489,18 @@ this order of preference :
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1. A _declared market price_ or _inferred market price_: A's latest
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market price in B on or before the valuation date as declared by a
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P directive, or (if the '--infer-value' flag is used) inferred from
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P directive, or (with the '--infer-value' flag) inferred from
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transaction prices.
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2. A _reverse market price_: the inverse of a declared or inferred
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market price from B to A.
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3. A _chained market price_: a synthetic price formed by combining the
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shortest chain of market prices (any of the above types) leading
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3. A _a forward chain of market prices_: a synthetic price formed by
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combining the shortest chain of "forward" (only 1 above) market
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prices, leading from A to B.
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4. A _any chain of market prices_: a chain of any market prices,
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including both forward and reverse prices (1 and 2 above), leading
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from A to B.
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Amounts for which no applicable market price can be found, are not
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@ -2647,16 +2651,61 @@ Budget performance in 2017/11/01-2017/12/31:
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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For more examples, see Budgeting and Forecasting.
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For more examples and notes, see Budgeting.
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* Menu:
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* Budget report start date::
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* Nested budgets::
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File: hledger.info, Node: Nested budgets, Up: Budget report
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File: hledger.info, Node: Budget report start date, Next: Nested budgets, Up: Budget report
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3.5.9.1 Nested budgets
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3.5.9.1 Budget report start date
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................................
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This might be a bug, but for now: when making budget reports, it's a
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good idea to explicitly set the report's start date to the first day of
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a reporting period, because a periodic rule like '~ monthly' generates
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its transactions on the 1st of each month, and if your journal has no
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regular transactions on the 1st, the default report start date could
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exclude that budget goal, which can be a little surprising. Eg here the
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default report period is just the day of 2020-01-15:
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~ monthly in 2020
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(expenses:food) $500
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2020-01-15
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expenses:food $400
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assets:checking
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$ hledger bal expenses --budget
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Budget performance in 2020-01-15:
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|| 2020-01-15
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==============++============
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<unbudgeted> || $400
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--------------++------------
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|| $400
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To avoid this, specify the budget report's period, or at least the
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start date, with '-b'/'-e'/'-p'/'date:', to ensure it includes the
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budget goal transactions (periodic transactions) that you want. Eg,
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adding '-b 2020/1/1' to the above:
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$ hledger bal expenses --budget -b 2020/1/1
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Budget performance in 2020-01-01..2020-01-15:
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|| 2020-01-01..2020-01-15
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===============++========================
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expenses:food || $400 [80% of $500]
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---------------++------------------------
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|| $400 [80% of $500]
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File: hledger.info, Node: Nested budgets, Prev: Budget report start date, Up: Budget report
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3.5.9.2 Nested budgets
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......................
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You can add budgets to any account in your account hierarchy. If you
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@ -4407,138 +4456,140 @@ Node: Valuation date49953
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Ref: #valuation-date50121
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Node: Market prices50543
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Ref: #market-prices50723
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Node: --infer-value market prices from transactions51500
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Ref: #infer-value-market-prices-from-transactions51749
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Node: Valuation commodity53031
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Ref: #valuation-commodity53240
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Node: Simple valuation examples54466
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Ref: #simple-valuation-examples54668
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Node: --value Flexible valuation55327
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Ref: #value-flexible-valuation55535
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Node: More valuation examples57482
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Ref: #more-valuation-examples57691
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Node: Effect of valuation on reports59696
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Ref: #effect-of-valuation-on-reports59884
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Node: COMMANDS66903
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Ref: #commands67011
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Node: accounts68119
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Ref: #accounts68217
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Node: activity68916
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Ref: #activity69026
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Node: add69409
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Ref: #add69510
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Node: aregister72303
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Ref: #aregister72415
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Node: aregister and custom posting dates73788
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Ref: #aregister-and-custom-posting-dates73961
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Ref: #output-format-174554
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Node: balance74959
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Ref: #balance75076
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Node: Classic balance report76556
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Ref: #classic-balance-report76729
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Node: Customising the classic balance report78053
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Ref: #customising-the-classic-balance-report78281
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Node: Colour support80357
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Ref: #colour-support80524
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Node: Flat mode80620
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Ref: #flat-mode80768
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Node: Depth limited balance reports81181
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Ref: #depth-limited-balance-reports81366
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Node: Percentages81822
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Ref: #percentages81979
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Node: Sorting by amount83116
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Ref: #sorting-by-amount83282
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Node: Multicolumn balance report83776
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Ref: #multicolumn-balance-report83962
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Node: Budget report89559
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Ref: #budget-report89702
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Node: Nested budgets94968
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Ref: #nested-budgets95080
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Ref: #output-format-298563
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Node: balancesheet98724
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Ref: #balancesheet98860
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Node: balancesheetequity100372
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Ref: #balancesheetequity100521
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Node: cashflow101597
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Ref: #cashflow101725
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Node: check-dates102941
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Ref: #check-dates103068
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Node: check-dupes103347
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Ref: #check-dupes103473
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Node: close103766
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Ref: #close103874
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Node: close usage105396
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Ref: #close-usage105489
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Node: codes108302
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Ref: #codes108410
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Node: commodities109122
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Ref: #commodities109249
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Node: descriptions109331
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Ref: #descriptions109459
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Node: diff109763
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Ref: #diff109869
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Node: files110916
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Ref: #files111016
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Node: help111163
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Ref: #help111263
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Node: import112344
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Ref: #import112458
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Node: Importing balance assignments113380
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Ref: #importing-balance-assignments113561
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Node: Commodity display styles114210
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Ref: #commodity-display-styles114381
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Node: incomestatement114510
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Ref: #incomestatement114643
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Node: notes115988
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Ref: #notes116101
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Node: payees116469
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Ref: #payees116575
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Node: prices116995
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Ref: #prices117101
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Node: print117442
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Ref: #print117552
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Node: print-unique122348
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Ref: #print-unique122474
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Node: register122759
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Ref: #register122886
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Node: Custom register output127335
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Ref: #custom-register-output127464
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Node: register-match128801
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Ref: #register-match128935
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Node: rewrite129286
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Ref: #rewrite129401
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Node: Re-write rules in a file131256
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Ref: #re-write-rules-in-a-file131390
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Node: Diff output format132600
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Ref: #diff-output-format132769
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Node: rewrite vs print --auto133861
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Ref: #rewrite-vs.-print---auto134040
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Node: roi134596
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Ref: #roi134694
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Node: stats146904
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Ref: #stats147003
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Node: tags147791
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Ref: #tags147889
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Node: test148408
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Ref: #test148516
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Node: Add-on commands149263
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Ref: #add-on-commands149380
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Node: ui150723
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Ref: #ui150811
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Node: web150865
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Ref: #web150968
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Node: iadd151084
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Ref: #iadd151195
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Node: interest151277
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Ref: #interest151384
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Node: ENVIRONMENT151624
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Ref: #environment151736
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Node: FILES152721
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Ref: #files-1152824
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Node: LIMITATIONS153037
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Ref: #limitations153156
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Node: TROUBLESHOOTING153898
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Ref: #troubleshooting154011
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Node: --infer-value market prices from transactions51665
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Ref: #infer-value-market-prices-from-transactions51914
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Node: Valuation commodity53196
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Ref: #valuation-commodity53405
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Node: Simple valuation examples54631
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Ref: #simple-valuation-examples54833
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Node: --value Flexible valuation55492
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Ref: #value-flexible-valuation55700
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Node: More valuation examples57647
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Ref: #more-valuation-examples57856
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Node: Effect of valuation on reports59861
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Ref: #effect-of-valuation-on-reports60049
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Node: COMMANDS67068
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Ref: #commands67176
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Node: accounts68284
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Ref: #accounts68382
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Node: activity69081
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Ref: #activity69191
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Node: add69574
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Ref: #add69675
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Node: aregister72468
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Ref: #aregister72580
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Node: aregister and custom posting dates73953
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Ref: #aregister-and-custom-posting-dates74126
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Ref: #output-format-174719
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Node: balance75124
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Ref: #balance75241
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Node: Classic balance report76721
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Ref: #classic-balance-report76894
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Node: Customising the classic balance report78218
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Ref: #customising-the-classic-balance-report78446
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Node: Colour support80522
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Ref: #colour-support80689
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Node: Flat mode80785
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Ref: #flat-mode80933
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Node: Depth limited balance reports81346
|
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Ref: #depth-limited-balance-reports81531
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Node: Percentages81987
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Ref: #percentages82144
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Node: Sorting by amount83281
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Ref: #sorting-by-amount83447
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Node: Multicolumn balance report83941
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Ref: #multicolumn-balance-report84127
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Node: Budget report89724
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Ref: #budget-report89867
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Node: Budget report start date95156
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Ref: #budget-report-start-date95321
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Node: Nested budgets96653
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Ref: #nested-budgets96798
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Ref: #output-format-2100281
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Node: balancesheet100442
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Ref: #balancesheet100578
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Node: balancesheetequity102090
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Ref: #balancesheetequity102239
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Node: cashflow103315
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Ref: #cashflow103443
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Node: check-dates104659
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Ref: #check-dates104786
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Node: check-dupes105065
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Ref: #check-dupes105191
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Node: close105484
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Ref: #close105592
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Node: close usage107114
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Ref: #close-usage107207
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Node: codes110020
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Ref: #codes110128
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Node: commodities110840
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Ref: #commodities110967
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Node: descriptions111049
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Ref: #descriptions111177
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Node: diff111481
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||||
Ref: #diff111587
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||||
Node: files112634
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||||
Ref: #files112734
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||||
Node: help112881
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Ref: #help112981
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Node: import114062
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||||
Ref: #import114176
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Node: Importing balance assignments115098
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Ref: #importing-balance-assignments115279
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Node: Commodity display styles115928
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Ref: #commodity-display-styles116099
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Node: incomestatement116228
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Ref: #incomestatement116361
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Node: notes117706
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Ref: #notes117819
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Node: payees118187
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Ref: #payees118293
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Node: prices118713
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Ref: #prices118819
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Node: print119160
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Ref: #print119270
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Node: print-unique124066
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Ref: #print-unique124192
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Node: register124477
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Ref: #register124604
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Node: Custom register output129053
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Ref: #custom-register-output129182
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Node: register-match130519
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Ref: #register-match130653
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Node: rewrite131004
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Ref: #rewrite131119
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Node: Re-write rules in a file132974
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Ref: #re-write-rules-in-a-file133108
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Node: Diff output format134318
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Ref: #diff-output-format134487
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Node: rewrite vs print --auto135579
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Ref: #rewrite-vs.-print---auto135758
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Node: roi136314
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||||
Ref: #roi136412
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||||
Node: stats148622
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||||
Ref: #stats148721
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Node: tags149509
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||||
Ref: #tags149607
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||||
Node: test150126
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||||
Ref: #test150234
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||||
Node: Add-on commands150981
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||||
Ref: #add-on-commands151098
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||||
Node: ui152441
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||||
Ref: #ui152529
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||||
Node: web152583
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||||
Ref: #web152686
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||||
Node: iadd152802
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||||
Ref: #iadd152913
|
||||
Node: interest152995
|
||||
Ref: #interest153102
|
||||
Node: ENVIRONMENT153342
|
||||
Ref: #environment153454
|
||||
Node: FILES154439
|
||||
Ref: #files-1154542
|
||||
Node: LIMITATIONS154755
|
||||
Ref: #limitations154874
|
||||
Node: TROUBLESHOOTING155616
|
||||
Ref: #troubleshooting155729
|
||||
|
||||
End Tag Table
|
||||
|
||||
|
||||
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Reference in New Issue
Block a user