On Mon, Feb 22, 2021 at 6:34 AM Eric S Fraga <[email protected]> wrote:
>
> On Monday, 22 Feb 2021 at 00:59, Dan Sladden wrote:
> > Is there a way of specifying the date of the financial year end so I can
> > use --yearly (or an appropriate *PERIOD_EXPRESSION)* to show annual data
> > for each year from e.g. 6 April to 5 April?
>
> This would be a nice feature to have!
>
> My solution has been to have a separate ledger file for each tax year
> but that means transferring balances at the end of one year to create
> the new year's file which sometimes leads to issues should anything need
> to be updated in the previous year's records (missing entry, for
> instance).
>

May I suggest that you are making life more difficult for yourself and
to the OP there is a simple yet, imo anyway, elegant solution.

This solution was given at least in part, to me here on the forum,
 and I then modified it to fit my needs. (Can't remember the kind soul
who gave me the information originally but huge kudos to them and
this list for their helpfulness!!!)

ledger reg -f /home/memyself/ledger2014-19.dat --limit 'account =~
/9795\.[0-9][0-9]\.[0-9][0-9]\.[0-9][0-9]/' -b 2014.01.01 -e
2014.12.31
(This is all on one line in your terminal! I tend to use 132 or even wider
terminal screens!!)

The part that is specific for the OP would be the last two 'commands'
(dunno if that's the right word - - - - sorry!).
With this you are asking for the search to be performed from the first
date of the fiscal year 2014 (the -b command) to
the last day of fiscal year 2014 (the e command).

I have 10 digit account numbers in a format like xxx.xx.xx.xx so
search will give not only all the items that
fall within the search (each item with its date) but there is also a
sum included (total of all the records!).

So for my tax records - - - - account 9795 has a specific meaning and
then I enter the total in the tax
document.

Very very simple - - - - ledger IS your record keeping friend.

(I'm working on how to use it for not only accounts receivable and
accounts payable but also for
invoicing and account aging - - - so far not in practice but have been
working on a possible technique.
Ledger seriously rocks for business use!!!!!!!!!!!)

HTH

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