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;doc: close: clarify and fix retained earnings example

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Simon Michael 2021-08-24 11:07:37 -10:00
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hledger/Hledger/Cli/Commands/Close.md
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@ -176,28 +176,32 @@ To fix the assertions, you can add a temporary account to track such in-transit
### Example: close revenue/expense accounts to retained earnings ### Example: close revenue/expense accounts to retained earnings
Here, the opening transaction is supressed with `--close`, as it's probably not needed. For this, use `--close` to suppress the opening transaction, as it's not needed.
Also you'll want to use a different equity account name: Also you'll want to change the equity account name to your equivalent of
"equity:retained earnings".
Closing 2021's first quarter revenues/expenses:
```shell ```shell
$ hledger close -f 2021.journal -p 2021Q1 --close --close-acct='equity:retained earnings' revenues expenses >> 2021.journal $ hledger close -f 2021.journal --close revenues expenses -p 2021Q1 \
# close 2021 first quarter revenues/expenses --close-acct='equity:retained earnings' >> 2021.journal
``` ```
Or, operating on the default journal: The same, using the default journal and current year:
```shell ```shell
$ hledger close -p Q1 --close --close-acct='equity:retained earnings' revenues expenses >> $LEDGER_FILE $ hledger close --close revenues expenses -p Q1 \
# close current year's first quarter revenues/expenses --close-acct='equity:retained earnings' >> $LEDGER_FILE
``` ```
Now, the first quarter's balance sheet should show a zero:
Now, eg:
```shell ```shell
$ hledger bse -p Q1 $ hledger bse -p Q1
# Q1 full balance sheet, total should be zero ```
$ hledger is -p Q1 not:'retained earnings' And we must suppress the closing transaction to see the first quarter's income statement
# Q1 income statement, must suppress the closing txn (using the description; `not:'retained earnings'` won't work here):
```shell
$ hledger is -p Q1 not:desc:'closing balances'
``` ```