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docs: rewrite prices section

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Simon Michael 2011-12-08 23:26:10 +00:00
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MANUAL.md
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@ -301,64 +301,70 @@ taken from the directive.
### Prices ### Prices
You can specify a commodity's unit price or exchange rate, in terms of You can record a commodity's price (also known as cost or exchange rate)
another commodity. To set the price for a single posting's amount, write in terms of another commodity, and see amounts converted to the latter
`@ UNITPRICE` after the amount, where UNITPRICE is the per-unit price in a with the `--cost/-B` flag.
different commodity:
2009/1/2 Note hledger assumes prices do not vary over time (unless explicitly
assets:cash:foreign currency €100 @ $1.35 ; one hundred euros priced at $1.35 each changed by a later price declaration.) This makes tracking simple foreign
assets:cash currency transactions easy. For more advanced needs such as tracking
fluctuating-value investments or capital gains, you will probably want to
run c++ ledger.
Or, you can write `@@ TOTALPRICE`, which is sometimes more convenient: There are several ways to specify prices:
2009/1/2 1. Set the unit price for a single posting by writing `@ UNITPRICE` after
assets:cash:foreign currency €100 @@ $135 ; one hundred euros priced at $135 for the lot (equivalent to the above) the amount, where UNITPRICE is the per-unit price in a different
assets:cash commodity. Eg:
Or, you can set the price for this commodity as of a certain date, using a 2009/1/2
historical price directive (P) as shown: assets:cash:foreign currency €100 @ $1.35 ; one hundred euros at $1.35 each
assets:cash
; the exchange rate for euro is $1.35 on 2009/1/1 (and thereafter, until a newer price directive is found) 2. Or specify the total price and let hledger work out the unit price for
; four space-separated fields: P, date, commodity symbol, unit price in 2nd commodity the posting by writing `@@ TOTALPRICE`:
P 2009/1/1 € $1.35
2009/1/2
expenses:foreign currency €100
assets
Note: a time and numeric time zone are allowed in historical price directives, but currently ignored. 2009/1/2
assets:cash:foreign currency €100 @@ $135 ; one hundred euros at $135 for the lot
assets:cash
Or, you can write a transaction in two commodities, without prices but 3. Or specify all of a transaction's amounts using two commodities, and
with all amounts specified, and a conversion price will be inferred so as hledger will infer the unit price that balances the transaction:
to balance the transaction:
2009/1/2 2009/1/2
expenses:foreign currency €100 expenses:foreign currency €100 ; one hundred euros at $135 for the lot
assets $-135 assets $-135
The print command shows any prices in effect. So the first example above gives: 4. Or set a price that applies to all transactions after a certain date,
using the P historical price directive:
<!-- (Note a time and numeric time zone are allowed but ignored, like ledger.) -->
; Historical price directives look like: P DATE COMMODITYSYMBOL UNITPRICE
; This one says the euro's exchange rate is $1.35 on or after 2009/1/1
; (unless overridden by a later price directive)
P 2009/1/1 € $1.35
2009/1/2
expenses:foreign currency €100 ; one hundred euros at the 2009/1/2 price ($1.35 each)
assets
To see any prices that are in effect, use the print command. Eg the first
example above gives:
$ hledger print $ hledger print
2009/01/02 2009/01/02
expenses:foreign currency €100 @ $1.35 expenses:foreign currency €100 @ $1.35
assets €-100 @ $1.35 assets €-100 @ $1.35
To see amounts converted to their total cost, use the `--cost/-B` flag To see amounts converted to their price's commodity (ie, their cost), use
with any command: the `--cost/-B` flag with any reporting command:
$ hledger print --cost $ hledger print --cost
2009/01/02 x 2009/01/02 x
expenses:foreign currency $135.00 expenses:foreign currency $135.00
assets $-135.00 assets $-135.00
In other words the `--cost/-B` flag converts amounts to their price's <!-- (It will not look up the price of a price.) -->
commodity. (It will not look up the price of a price.)
Note hledger handles prices differently from c++ ledger in this respect:
we assume unit prices do not vary over time. This is good for simple
reporting of foreign currency transactions, but not for tracking
fluctuating-value investments or capital gains.
### Including other files ### Including other files