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;doc: valuation: try to clarify effect on reports table (#1380)

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Simon Michael 2020-11-09 18:04:35 -08:00
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hledger/hledger.m4.md
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@ -1489,28 +1489,33 @@ Related:
[#1083](https://github.com/simonmichael/hledger/issues/1083). [#1083](https://github.com/simonmichael/hledger/issues/1083).
| Report type | `-B`, `--value=cost` | `-V`, `-X` | `--value=then` | `--value=end` | `--value=DATE`, `--value=now` | | Report type | `-B`, `--value=cost` | `-V`, `-X` | `--value=then` | `--value=end` | `--value=DATE`, `--value=now` |
|------------------------------------------------------------|-----------------------------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|-------------------------------------------------------|---------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------| |-----------------------------------------------------|------------------------------------------------------------------|-------------------------------------------------------------------|-------------------------------------------------------|-------------------------------------------------------------------|-----------------------------------------|
| **print** | | | | | | | **print** | | | | | |
| posting amounts | cost | value at report end or today | value at posting date | value at report or journal end | value at DATE/today | | posting amounts | cost | value at report end or today | value at posting date | value at report or journal end | value at DATE/today |
| balance assertions/assignments | unchanged | unchanged | unchanged | unchanged | unchanged | | balance assertions/assignments | unchanged | unchanged | unchanged | unchanged | unchanged |
| <br> | | | | | | | <br> | | | | | |
| **register** | | | | | | | **register** | | | | | |
| starting balance (with -H) | cost | value at day before report or journal start | not supported | value at day before report or journal start | value at DATE/today | | starting balance (-H) | cost | value at day before report or journal start | not supported | value at day before report or journal start | value at DATE/today |
| posting amounts (no report interval) | cost | value at report end or today | value at posting date | value at report or journal end | value at DATE/today | | posting amounts | cost | value at report end or today | value at posting date | value at report or journal end | value at DATE/today |
| summary posting amounts (with report interval) | summarised cost | value at period ends | sum of postings in interval, valued at interval start | value at period ends | value at DATE/today | | summary posting amounts with report interval | summarised cost | value at period ends | sum of postings in interval, valued at interval start | value at period ends | value at DATE/today |
| running total/average | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values | | running total/average | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values | sum/average of displayed values |
| <br> | | | | | | | <br> | | | | | |
| **balance (bs, bse, cf, is..)** | | | | | | | **balance (bs, bse, cf, is)** | | | | | |
| balances (no report interval) | sums of costs | value at report end or today of sums of postings | not supported | value at report or journal end of sums of postings | value at DATE/today of sums of postings | | balance changes | sums of costs | value at report end or today of sums of postings | not supported | value at report or journal end of sums of postings | value at DATE/today of sums of postings |
| balances changes (with report interval) | sums of costs of postings in interval | value at period ends of sums of postings before period end minus value at period starts of sums of all postings before period start | not supported | value at period ends of sums of postings before period end minus value at period starts of sums of all postings before period start | value at DATE/today of sums of postings | | budget amounts (--budget) | like balance changes | like balance changes | not supported | like balances | like balance changes |
| end balances (with report interval and --cumulative or -H) | sums of costs of postings from report start (or before report start with -H) and interval end | value at period ends of sums of all postings before period end (minus value at report start of of sums of all postings before report start with --cumulative) | not supported | value at period ends of sums of all postings before period end (minus value at report start of of sums of all postings before report start with --cumulative) | value at DATE/today of sums of postings | | grand total | sum of displayed values | sum of displayed values | not supported | sum of displayed values | sum of displayed values |
| starting balances (with report interval and -H) | sums of costs of postings before report start | value at report start of sums of all postings before report start | not supported | value at report start of sums of all postings before report start | sums of postings before report start |
| budget amounts with --budget | like balances | like balances | not supported | like balances | like balances |
| grand total (no report interval) | sum of displayed values | sum of displayed values | not supported | sum of displayed values | sum of displayed values |
| row totals/averages (with report interval) | sums/averages of displayed values | sums/averages of displayed values | not supported | sums/averages of displayed values | sums/averages of displayed values |
| column totals | sums of displayed values | sums of displayed values | not supported | sums of displayed values | sums of displayed values |
| grand total/average | sum/average of column totals | sum/average of column totals | not supported | sum/average of column totals | sum/average of column totals |
| <br> | | | | | | | <br> | | | | | |
| **balance (bs, bse, cf, is) with report interval** | | | | | |
| starting balances (-H) | sums of costs of postings before report start | value at report start of sums of all postings before report start | not supported | value at report start of sums of all postings before report start | sums of postings before report start |
| balance changes (bal, is, bs --change, cf --change) | sums of costs of postings in period | same as --value=end | not supported | balance change in each period, valued at period ends | value at DATE/today of sums of postings |
| end balances (bal -H, is --H, bs, cf) | sums of costs of postings from before report start to period end | same as --value=end | not supported | period end balances, valued at period ends | value at DATE/today of sums of postings |
| budget amounts (--budget) | like balance changes/end balances | like balance changes/end balances | not supported | like balances | like balance changes/end balances |
| row totals, row averages (-T, -A) | sums, averages of displayed values | sums, averages of displayed values | not supported | sums, averages of displayed values | sums, averages of displayed values |
| column totals | sums of displayed values | sums of displayed values | not supported | sums of displayed values | sums of displayed values |
| grand total, grand average | sum, average of column totals | sum, average of column totals | not supported | sum, average of column totals | sum, average of column totals |
| <br> | | | | | |
`--cumulative` is omitted to save space, it works like `-H` but with a zero starting balance.
**Glossary:** **Glossary:**