slaesvuo/hledger
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

;doc:balance:budget report: trim some content

Browse Source 
Moved "Budgets and subaccounts" to the cookbook's Budgeting page,
I think it's not needed in the reference manual.
This commit is contained in:
Simon Michael 2023-12-07 19:03:52 -10:00
parent 0526c834dd
commit c9764e82c9
1 changed files with 0 additions and 79 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

79
hledger/Hledger/Cli/Commands/Balance.md
View File

@ -649,85 +649,6 @@ Budget performance in 2017-11-01..2017-12-31:
See also: <https://hledger.org/budgeting.html>.
#### Budgets and subaccounts
You can add budgets to any account in your account hierarchy. If you have budgets on both parent account and some of its children, then budget(s)
of the child account(s) would be added to the budget of their parent, much like account balances behave.
In the most simple case this means that once you add a budget to any account, all its parents would have budget as well.
To illustrate this, consider the following budget:
```
~ monthly from 2019/01
expenses:personal $1,000.00
expenses:personal:electronics $100.00
liabilities
```
With this, monthly budget for electronics is defined to be \$100 and budget for personal expenses is an additional $1000, which implicitly means
that budget for both `expenses:personal` and `expenses` is \$1100.
Transactions in `expenses:personal:electronics` will be counted both towards its \$100 budget and \$1100 of `expenses:personal` , and transactions in any other subaccount of `expenses:personal` would be
counted towards only towards the budget of `expenses:personal`.
For example, let's consider these transactions:
```journal
~ monthly from 2019/01
expenses:personal $1,000.00
expenses:personal:electronics $100.00
liabilities
2019/01/01 Google home hub
expenses:personal:electronics $90.00
liabilities $-90.00
2019/01/02 Phone screen protector
expenses:personal:electronics:upgrades $10.00
liabilities
2019/01/02 Weekly train ticket
expenses:personal:train tickets $153.00
liabilities
2019/01/03 Flowers
expenses:personal $30.00
liabilities
```
As you can see, we have transactions in `expenses:personal:electronics:upgrades` and `expenses:personal:train tickets`, and since both of these accounts are without explicitly defined budget,
these transactions would be counted towards budgets of `expenses:personal:electronics` and `expenses:personal` accordingly:
```cli
$ hledger balance --budget -M
Budget performance in 2019/01:
|| Jan
===============================++===============================
expenses || $283.00 [ 26% of $1100.00]
expenses:personal || $283.00 [ 26% of $1100.00]
expenses:personal:electronics || $100.00 [ 100% of $100.00]
liabilities || $-283.00 [ 26% of $-1100.00]
-------------------------------++-------------------------------
|| 0 [ 0]
```
And with `--empty`, we can get a better picture of budget allocation and consumption:
```cli
$ hledger balance --budget -M --empty
Budget performance in 2019/01:
|| Jan
========================================++===============================
expenses || $283.00 [ 26% of $1100.00]
expenses:personal || $283.00 [ 26% of $1100.00]
expenses:personal:electronics || $100.00 [ 100% of $100.00]
expenses:personal:electronics:upgrades || $10.00
expenses:personal:train tickets || $153.00
liabilities || $-283.00 [ 26% of $-1100.00]
----------------------------------------++-------------------------------
|| 0 [ 0]
```
#### Budget date surprises
With small data, or when starting out, you might run into this (possibly a UX bug):