59 lines
2.4 KiB
Plaintext
59 lines
2.4 KiB
Plaintext
; A minimal "forecast budget", defined with a periodic transaction rule.
|
|
|
|
; We forecast/plan to spend $500 on food each month in 2020:
|
|
~ monthly in 2020
|
|
(expenses:food) $500
|
|
|
|
; Some transactions:
|
|
|
|
2020-01-15
|
|
expenses:food $400
|
|
assets:checking
|
|
|
|
2020-03-15
|
|
expenses:food $600
|
|
assets:checking
|
|
|
|
; Some examples of the balance --budget report,
|
|
; which compares the actual (so far) and forecasted amounts.
|
|
; There are still some UX issues.
|
|
comment
|
|
|
|
; Since 1.19.99, columns shrink to fit and can vary in width.
|
|
; Note Jan is showing no budget goal here (since 1.16), because "~ monthly"
|
|
; generates transactions on the first of each month, but the report's
|
|
; start date here is 1/15 (the earliest transaction date) so the
|
|
; january budget goal transaction is excluded.
|
|
$ hledger -f forecast-budget-1.journal bal --budget -M
|
|
Budget performance in 2020Q1:
|
|
|
|
|| Jan Feb Mar
|
|
===============++=============================================
|
|
<unbudgeted> || $-400 0 $-600
|
|
expenses:food || $400 0 [0% of $500] $600 [120% of $500]
|
|
---------------++---------------------------------------------
|
|
|| 0 0 [0% of $500] 0 [ 0% of $500]
|
|
|
|
; You have to specify explicit report dates to work around, eg:
|
|
$ hledger -f forecast-budget-1.journal bal --budget -M date:q1
|
|
Budget performance in 2020Q1:
|
|
|
|
|| Jan Feb Mar
|
|
===============++===========================================================
|
|
<unbudgeted> || $-400 0 $-600
|
|
expenses:food || $400 [80% of $500] 0 [0% of $500] $600 [120% of $500]
|
|
---------------++-----------------------------------------------------------
|
|
|| 0 [ 0% of $500] 0 [0% of $500] 0 [ 0% of $500]
|
|
|
|
; adding -E expands the <unbudgeted> account name for some reason
|
|
$ hledger -f forecast-budget-1.journal bal --budget -ME
|
|
Budget performance in 2020Q1:
|
|
|
|
|| Jan Feb Mar
|
|
==============================++=============================================
|
|
<unbudgeted>:assets:checking || $-400 0 $-600
|
|
expenses:food || $400 0 [0% of $500] $600 [120% of $500]
|
|
------------------------------++---------------------------------------------
|
|
|| 0 0 [0% of $500] 0 [ 0% of $500]
|
|
|