In the test file I included in my first message the automated transaction
definition occurs first thing in the file. My real files are a little more
complex, consisting of multiple files all included together, but the rules
are included before the transactions in that case as well.

On Fri, Feb 24, 2017 at 11:32 PM John Wiegley <jo...@newartisans.com> wrote:

> >>>>> "MC" == Michael Cooper <myth...@gmail.com> writes:
>
> MC> for transaction in transactions_from(some_file):
> MC>     transaction.check_assertions()
> MC>     book.apply_automated(transaction)
> MC>     book.add(transaction)
>
> Yes, this is how it should be.  In the parser we find:
>
>     void instance_t::xact_directive(char * line, std::streamsize len)
>     {
>       if (xact_t * xact = parse_xact(line, len, top_account())) {
>         unique_ptr<xact_t> manager(xact);
>
>         if (context.journal->add_xact(xact)) {
>           manager.release();        // it's owned by the journal now
>           context.count++;
>         }
>       } else {
>         throw parse_error(_("Failed to parse transaction"));
>       }
>     }
>
> This is run whenever a transaction is parsed.  It's
> current.journal->add_xact
> that does the processing of automated transactions before adding it to the
> journal.
>
> Just to check: Do your automated transaction occur earlier in the Ledger
> file
> than the transactions in question?
>
> --
> John Wiegley                  GPG fingerprint = 4710 CF98 AF9B 327B B80F
> http://newartisans.com                          60E1 46C4 BD1A 7AC1 4BA2
>
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