OK, I think I've got a way to do it. I'd be interested to know if this is the right or best way. I think that part of the problem was that I was not thinking about this in the right way and was trying to do too much in one go with historical data. For our club I set an annual budget and want to compare the actual expenditure against the budget at the end of the year. So I really only need to focus on one year at a time. So now in my ledger data file I have:
~ every 10 years from 2018/08/01 to 2019/07/31 Expenses:Refs:T0007-R 200 GBP Assets:Current Assets:Bank account (I've used 10 years as an arbitrary time period, it could also have been 2 years) And then when I run my report I use: ledger -f byfc-ledger-test.dat --budget -b 2018-08-01 -e 2019-08-01 reg Expenses\:Refs\:T0007-R This then gives me the sort of output I was expecting for that account. Is this the right approach? David On Saturday, 2 May 2020 08:43:02 UTC+1, david whiting wrote: > > Hi, > > Ledger 3.1.2-20190205 > OS: Ubuntu 19.10 > > New user here, experimenting with ledger. First I must say that so far I > have been impressed with how quickly I've been able to figure out most of > what I want to do. The documentation is excellent, extremely well-written > and gets the balance right between readability and detail, something that I > find is quite rare. One thing I haven't been able to figure out is whether > it is possible to define the financial year, for budgeting etc. I'm running > the accounts for a community club and our financial year is from the 1st of > August. I would like to have an annual budget and have tried: > > ~ yearly from 2017/08/01 > > and > > ~ every year from 2017/08/01 > > These both start the period at the correct point in time, but then the > next budget transaction is on 1st of January for the subsequent years. Is > there anyway I can specify that the budget should always start from 1 > August of each year? > > Thanks, > > > David > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/b91c27a9-0c36-48f7-a9e8-c2b110f233e4%40googlegroups.com.
