;examples: forecast-budget* -> goal-budget*

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Simon Michael 2025-04-04 10:00:47 -10:00
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; An example of YNAB-ish envelope budgetting with hledger/ledger ; An example of YNAB-ish envelope budgeting with hledger/ledger
; cf https://github.com/simonmichael/hledger/issues/315 ; cf https://github.com/simonmichael/hledger/issues/315
; Using accounts like the following: ; Using accounts like the following:

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; A minimal "forecast budget", defined with a periodic transaction rule. ; A minimal "goal budget", where budget goals are defined by a periodic transaction rule.
; We forecast/plan to spend $500 on food each month in 2020: ; We forecast/plan to spend $500 on food each month in 2020:
~ monthly in 2020 ~ monthly in 2020

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; A budget defined by periodic transaction rules : ; A budget with goals defined by multiple periodic transaction rules :
; one recurring monthly, one yearly, and one non-recurring. ; one recurring monthly, one yearly, and one non-recurring.
; This would show up in a report like: ; This would show up in a report like:
; $ hledger balance --budget Income Expenses -M ; $ hledger balance --budget Income Expenses -M

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; A detailed forecast budget, defined with periodic transaction rules. ; A budget with detailed goals defined by periodic transaction rules.
; all amount are imaginary and will be either 1000 or 100 or 10 ; all amounts are imaginary and will be either 1000 or 100 or 10
; monthly wages and monthy expenses (which get deducted as a single transaction per month) ; monthly wages and monthy expenses (which get deducted as a single transaction per month)
~ every 1st day of month from 2017-01-01 ~ every 1st day of month from 2017-01-01