diff --git a/hledger/Hledger/Cli/Commands/Balance.md b/hledger/Hledger/Cli/Commands/Balance.md index e81ea374f..e735f4fb9 100644 --- a/hledger/Hledger/Cli/Commands/Balance.md +++ b/hledger/Hledger/Cli/Commands/Balance.md @@ -476,7 +476,7 @@ or one of the equivalent simpler flags: - `-V/--market` : like --value=end - `-X COMM/--exchange COMM` : like --value=end,COMM -See [Cost reporting](#cost-reporting) and [Valuation](#valuation) for more about these. +See [Cost reporting](#cost-reporting) and [Value reporting](#value-reporting) for more about these. #### Combining balance report types diff --git a/hledger/Hledger/Cli/Commands/Print.md b/hledger/Hledger/Cli/Commands/Print.md index f60049dae..c1fdc3fb0 100644 --- a/hledger/Hledger/Cli/Commands/Print.md +++ b/hledger/Hledger/Cli/Commands/Print.md @@ -57,7 +57,7 @@ $ hledger print assets:cash | hledger -f- -I reg expenses:food There are some situations where print's output can become unparseable: -- [Valuation](#valuation) affects posting amounts but not [balance assertion](#balance-assertions) or [balance assignment](#balance-assignments) amounts, potentially causing those to [fail](https://github.com/simonmichael/hledger/issues/1429). +- [Value reporting](#value-reporting) affects posting amounts but not [balance assertion](#balance-assertions) or [balance assignment](#balance-assignments) amounts, potentially causing those to [fail](https://github.com/simonmichael/hledger/issues/1429). - [Auto postings](#auto-postings) can generate postings with [too many missing amounts](https://github.com/simonmichael/hledger/issues/1276). - [Account aliases can generate bad account names](#aliases-can-generate-bad-account-names). diff --git a/hledger/hledger.m4.md b/hledger/hledger.m4.md index 1bacd9e9a..2ab35c8a0 100644 --- a/hledger/hledger.m4.md +++ b/hledger/hledger.m4.md @@ -1627,7 +1627,7 @@ Here are all hledger's directives, with their effects and scope summarised - nin | **[`decimal-mark`]** | Declares the decimal mark, for parsing amounts of all commodities in following entries until next `decimal-mark` or end of current file. Included files can override. Takes precedence over `commodity` and `D`. | Y | | **[`include`]** | Includes entries and directives from another file, as if they were written inline.
Command line alternative: multiple [`-f/--file`](#multiple-files) | N | | **[`payee`]** | Declares a payee name, for checking all entries in all files. | N | -| **[`P`]** | Declares the market price of a commodity on some date, for [value reports](#valuation). | N | +| **[`P`]** | Declares the market price of a commodity on some date, for [value reports](#value-reporting). | N | | **[`~`]** (tilde) | Declares a periodic transaction rule that generates future transactions with `--forecast` and budget goals with `balance --budget`. | N | | Other syntax: | | | | **[`apply account`]** | Prepends a common parent account to all account names, in following entries until end of current file or `end apply account`. | Y | @@ -2180,7 +2180,7 @@ overriding the file extension (as described in The `P` directive declares a market price, which is a conversion rate between two commodities on a certain date. -This allows [value reports](#valuation) to convert amounts of one commodity +This allows [value reports](#value-reporting) to convert amounts of one commodity to their value in another, on or after that date. These prices are often obtained from a [stock exchange](https://en.wikipedia.org/wiki/Stock_exchange), @@ -2206,7 +2206,7 @@ P 2010-01-01 € $1.40 ``` The `-V`, `-X` and `--value` flags use these market prices to show amount values -in another commodity. See [Valuation](#valuation). +in another commodity. See [Value reporting](#value-reporting). @@ -4725,7 +4725,7 @@ generally the resulting query is their intersection. ## Queries and valuation -When amounts are converted to other commodities in [cost](#cost-reporting) or [value](#valuation) reports, +When amounts are converted to other commodities in [cost](#cost-reporting) or [value](#value-reporting) reports, `cur:` and `amt:` match the old commodity symbol and the old amount quantity, not the new ones (except in hledger 1.22.0 where it's reversed, see [#1625](https://github.com/simonmichael/hledger/issues/1625)). @@ -4737,7 +4737,7 @@ note that `acct:` will match either the old or the new account name. ## Querying with cost or value -When amounts are converted to other commodities in [cost](#cost-reporting) or [value](#valuation) reports, +When amounts are converted to other commodities in [cost](#cost-reporting) or [value](#value-reporting) reports, note that `cur:` matches the new commodity symbol, and not the old one, and `amt:` matches the new quantity, and not the old one. Note: this changed in hledger 1.22, previously it was the reverse, @@ -5184,8 +5184,9 @@ alias h="hledger --infer-equity --infer-costs" and let us know what problems you find. + -# Valuation +# Value reporting Instead of reporting amounts in their original commodity, hledger can convert them to cost/sale amount (using the conversion rate recorded in the transaction), @@ -5269,7 +5270,7 @@ If both occur on the same day, the P directive takes precedence. There is a downside: value reports can sometimes be affected in confusing/undesired ways by your journal entries. If this happens to -you, read all of this [Valuation](#valuation) section carefully, +you, read all of this [Value reporting](#value-reporting) section carefully, and try adding `--debug` or `--debug=2` to troubleshoot. `--infer-market-prices` can infer market prices from: