;update manuals

hledger-lib/hledger_timedot.5

@@ -168,7 +168,7 @@ fos.ledger           ..
 .IP
 .nf
 \f[C]
-$ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4
+$ hledger -f t.timedot --alias /\[rs]\[rs]./=: bal date:2016/2/4 --tree
                 4.50  fos
                 4.00    hledger:timedot
                 0.50    ledger

hledger-lib/hledger_timedot.info

@@ -129,7 +129,7 @@ make this work with an account alias:
 fos.hledger.timedot  4
 fos.ledger           ..
 
-$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
+$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4 --tree
                 4.50  fos
                 4.00    hledger:timedot
                 0.50    ledger

hledger-lib/hledger_timedot.txt

@@ -127,7 +127,7 @@ DESCRIPTION
               fos.hledger.timedot  4
               fos.ledger           ..
 
-              $ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
+              $ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4 --tree
                               4.50  fos
                               4.00    hledger:timedot
                               0.50    ledger

hledger/hledger.1

@@ -1774,15 +1774,19 @@ this order of preference :
 .IP "1." 3
 A \f[I]declared market price\f[R] or \f[I]inferred market price\f[R]:
 A\[aq]s latest market price in B on or before the valuation date as
-declared by a P directive, or (if the \f[C]--infer-value\f[R] flag is
+declared by a P directive, or (with the \f[C]--infer-value\f[R] flag)
-used) inferred from transaction prices.
+inferred from transaction prices.
 .IP "2." 3
 A \f[I]reverse market price\f[R]: the inverse of a declared or inferred
 market price from B to A.
 .IP "3." 3
-A \f[I]chained market price\f[R]: a synthetic price formed by combining
+A \f[I]a forward chain of market prices\f[R]: a synthetic price formed
-the shortest chain of market prices (any of the above types) leading
+by combining the shortest chain of \[dq]forward\[dq] (only 1 above)
-from A to B.
+market prices, leading from A to B.
+.IP "4." 3
+A \f[I]any chain of market prices\f[R]: a chain of any market prices,
+including both forward and reverse prices (1 and 2 above), leading from
+A to B.
 .PP
 Amounts for which no applicable market price can be found, are not
 converted.
@@ -3189,7 +3193,60 @@ Budget performance in 2017/11/01-2017/12/31:
 \f[R]
 .fi
 .PP
-For more examples, see Budgeting and Forecasting.
+For more examples and notes, see Budgeting.
+.SS Budget report start date
+.PP
+This might be a bug, but for now: when making budget reports, it\[aq]s a
+good idea to explicitly set the report\[aq]s start date to the first day
+of a reporting period, because a periodic rule like
+\f[C]\[ti] monthly\f[R] generates its transactions on the 1st of each
+month, and if your journal has no regular transactions on the 1st, the
+default report start date could exclude that budget goal, which can be a
+little surprising.
+Eg here the default report period is just the day of 2020-01-15:
+.IP
+.nf
+\f[C]
+\[ti] monthly in 2020
+  (expenses:food)  $500
+
+2020-01-15
+  expenses:food    $400
+  assets:checking
+\f[R]
+.fi
+.IP
+.nf
+\f[C]
+$ hledger bal expenses --budget
+Budget performance in 2020-01-15:
+
+              || 2020-01-15 
+==============++============
+ <unbudgeted> ||       $400 
+--------------++------------
+              ||       $400 
+\f[R]
+.fi
+.PP
+To avoid this, specify the budget report\[aq]s period, or at least the
+start date, with \f[C]-b\f[R]/\f[C]-e\f[R]/\f[C]-p\f[R]/\f[C]date:\f[R],
+to ensure it includes the budget goal transactions (periodic
+transactions) that you want.
+Eg, adding \f[C]-b 2020/1/1\f[R] to the above:
+.IP
+.nf
+\f[C]
+$ hledger bal expenses --budget -b 2020/1/1
+Budget performance in 2020-01-01..2020-01-15:
+
+               || 2020-01-01..2020-01-15 
+===============++========================
+ expenses:food ||     $400 [80% of $500] 
+---------------++------------------------
+               ||     $400 [80% of $500] 
+\f[R]
+.fi
 .SS Nested budgets
 .PP
 You can add budgets to any account in your account hierarchy.

hledger/hledger.info

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