clerk: journal/testdata/journals/actual-goal-budget.journal (fc9cae13772b625a39129694607847c27edcf23a)

clerk/journal/testdata/journals/actual-goal-budget.journal (view raw)

Oleksandr Smirnov journal: refactor compatibility test runner, 13 days ago

; source: hledger/examples/budgeting/goal-budget-1.journal
; A minimal "goal budget", where budget goals are defined by 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] 

1	; source: hledger/examples/budgeting/goal-budget-1.journal
2	; A minimal "goal budget", where budget goals are defined by a periodic transaction rule.
3
4	; We forecast/plan to spend $500 on food each month in 2020:
5	~ monthly in 2020
6	(expenses:food) $500
7
8	; Some transactions:
9
10	2020-01-15
11	expenses:food $400
12	assets:checking
13
14	2020-03-15
15	expenses:food $600
16	assets:checking
17
18	; Some examples of the balance --budget report,
19	; which compares the actual (so far) and forecasted amounts.
20	; There are still some UX issues.
21	comment
22
23	; Since 1.19.99, columns shrink to fit and can vary in width.
24	; Note Jan is showing no budget goal here (since 1.16), because "~ monthly"
25	; generates transactions on the first of each month, but the report's
26	; start date here is 1/15 (the earliest transaction date) so the
27	; january budget goal transaction is excluded.
28	$ hledger -f forecast-budget-1.journal bal --budget -M
29	Budget performance in 2020Q1:
30
31	\|\| Jan Feb Mar
32	===============++=============================================
33	<unbudgeted> \|\| $-400 0 $-600
34	expenses:food \|\| $400 0 [0% of $500] $600 [120% of $500]
35	---------------++---------------------------------------------
36	\|\| 0 0 [0% of $500] 0 [ 0% of $500]
37
38	; You have to specify explicit report dates to work around, eg:
39	$ hledger -f forecast-budget-1.journal bal --budget -M date:q1
40	Budget performance in 2020Q1:
41
42	\|\| Jan Feb Mar
43	===============++===========================================================
44	<unbudgeted> \|\| $-400 0 $-600
45	expenses:food \|\| $400 [80% of $500] 0 [0% of $500] $600 [120% of $500]
46	---------------++-----------------------------------------------------------
47	\|\| 0 [ 0% of $500] 0 [0% of $500] 0 [ 0% of $500]
48
49	; adding -E expands the <unbudgeted> account name for some reason
50	$ hledger -f forecast-budget-1.journal bal --budget -ME
51	Budget performance in 2020Q1:
52
53	\|\| Jan Feb Mar
54	==============================++=============================================
55	<unbudgeted>:assets:checking \|\| $-400 0 $-600
56	expenses:food \|\| $400 0 [0% of $500] $600 [120% of $500]
57	------------------------------++---------------------------------------------
58	\|\| 0 0 [0% of $500] 0 [ 0% of $500]