266 lines
8.2 KiB
Plaintext
266 lines
8.2 KiB
Plaintext
# multi-column balance reports
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# 1. Here are the postings used in most tests below:
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hledger -f balance-multicol.journal register
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>>>
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2012-12-31 (assets:checking) 10 10
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2013-01-01 (assets:checking) 1 11
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2013-01-15 (assets:checking) -1 10
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2013-02-01 (assets:cash) 1 11
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2013-02-02 (assets) 1 12
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2013-03-01 (assets:checking) 1 13
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>>>=0
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# 2. A period balance (flow) report. --no-total also works but isn't pretty.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --no-total
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>>>
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Balance changes in 2013Q1:
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|| Jan Feb Mar
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=================++===============
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assets || 0 1 0
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assets:cash || 0 1 0
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assets:checking || 0 0 1
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>>>=0
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# 3. With --empty, includes leading/trailing empty periods
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#hledger -f balance-multicol.journal balance -p 'quarterly in 2013' --empty
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hledger -f - balance -p 'quarterly in 2013' --empty
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<<<
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2012/12/31
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(a) 10
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2013/1/1
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(a) 1
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2013/3/1
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(a) 1
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>>>
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Balance changes in 2013:
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|| 2013Q1 2013Q2 2013Q3 2013Q4
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===++================================
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a || 2 0 0 0
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---++--------------------------------
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|| 2 0 0 0
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>>>=0
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# 4. A cumulative ending balance report. Column totals are the sum of
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# the highest-level displayed accounts (here, assets).
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative
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>>>
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Ending balances (cumulative) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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=================++====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 0 0 1
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-----------------++------------------------------------
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|| 0 2 3
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>>>=0
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# 5. With the assets:cash account excluded. As with a single-column
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# balance --flat report, or ledger's balance --flat, assets' balance
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# includes the displayed subaccount and not the excluded one.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative not:cash
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>>>
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Ending balances (cumulative) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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=================++====================================
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assets || 0 1 1
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assets:checking || 0 0 1
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-----------------++------------------------------------
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|| 0 1 2
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>>>=0
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# 6. A historical ending balance report.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical
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>>>
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Ending balances (historical) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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=================++====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 10 10 11
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-----------------++------------------------------------
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|| 10 12 13
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>>>=0
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# 7. With top-level accounts excluded. As always, column totals are the sum of
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# the highest-level displayed accounts, now assets:cash and assets:checking.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$
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>>>
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Balance changes in 2013Q1:
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|| Jan Feb Mar
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=================++===============
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assets:cash || 0 1 0
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assets:checking || 0 0 1
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-----------------++---------------
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|| 0 1 1
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>>>=0
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# 8. cumulative:
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' not:assets$ --cumulative
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>>>
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Ending balances (cumulative) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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=================++====================================
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assets:cash || 0 1 1
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assets:checking || 0 0 1
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-----------------++------------------------------------
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|| 0 1 2
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>>>=0
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# 9. historical
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical
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>>>
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Ending balances (historical) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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=================++====================================
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assets || 0 1 1
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assets:cash || 0 1 1
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assets:checking || 10 10 11
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-----------------++------------------------------------
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|| 10 12 13
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>>>=0
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# --depth
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# 10. A flow report with depth limiting. The depth limit aggregates the three accounts as "assets".
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1
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>>>
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Balance changes in 2013Q1:
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|| Jan Feb Mar
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========++===============
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assets || 0 2 1
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--------++---------------
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|| 0 2 1
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>>>=0
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# 11. As above, but postings in the top-level assets account have been excluded.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 assets:
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>>>
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Balance changes in 2013Q1:
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|| Jan Feb Mar
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========++===============
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assets || 0 1 1
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--------++---------------
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|| 0 1 1
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>>>=0
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# 12. A cumulative balance report with depth limiting.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --cumulative
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>>>
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Ending balances (cumulative) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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========++====================================
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assets || 0 2 3
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--------++------------------------------------
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|| 0 2 3
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>>>=0
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# 13. A historical balance report with depth limiting.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --depth 1 --historical
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>>>
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Ending balances (historical) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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========++====================================
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assets || 10 12 13
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--------++------------------------------------
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|| 10 12 13
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>>>=0
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# 14. The three multicol balance report types again, this time with --tree
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --tree
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>>>
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Balance changes in 2013Q1:
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|| Jan Feb Mar
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============++===============
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assets || 0 2 1
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cash || 0 1 0
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checking || 0 0 1
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------------++---------------
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|| 0 2 1
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>>>=0
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# 15.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --cumulative --tree
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>>>
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Ending balances (cumulative) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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============++====================================
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assets || 0 2 3
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cash || 0 1 1
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checking || 0 0 1
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------------++------------------------------------
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|| 0 2 3
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>>>=0
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# 16.
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hledger -f balance-multicol.journal balance -p 'monthly in 2013' --historical --tree
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>>>
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Ending balances (historical) in 2013Q1:
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|| 2013-01-31 2013-02-28 2013-03-31
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============++====================================
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assets || 10 12 13
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cash || 0 1 1
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checking || 10 10 11
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------------++------------------------------------
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|| 10 12 13
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>>>=0
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# 17. --date2 should work
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hledger -f- balance --monthly --date2
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<<<
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2014/1/1
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(a) 1
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2014/2/1=2014/1/31
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(b) 1
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>>>
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Balance changes in 2014-01:
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|| Jan
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===++=====
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a || 1
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b || 1
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---++-----
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|| 2
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>>>=0
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# 18. All matched postings in the displayed intervals should be reported on.
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hledger -f- balance -p 'monthly 2014/1/10-2014/2/20'
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<<<
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2014/1/5
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(before) 1
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2014/2/1
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(within) 1
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2014/2/25
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(after) 1
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>>>
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Balance changes in 2014-01-01..2014-02-28:
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|| Jan Feb
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========++==========
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after || 0 1
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before || 1 0
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within || 0 1
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--------++----------
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|| 1 2
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>>>=0
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