Thanks Igbanam, but the balance report doesn't work either. Here's an
example.
Contents of `test.dat`:
```
~ Yearly from 2025
Income:Salary
-$10,000.00
Assets:Checking
```
(Note that today is 2024/07/21, so the recurring transaction begins in the
future.)
Command: `ledger -f test.dat --forecast "d<[2027-01-01]" balance
Assets:Checking` returns nothing.
I would expect it to show a balance of $20K. Adding --begin and --end
flags, with various possible values, continues to return nothing. The
example in the link you sent involves a recurring transaction, but the
transaction does *not* begin in the future, and so is not affected by this
issue.
On Friday, July 5, 2024 at 2:58:22 AM UTC-7 Igbanam Ogbuluijah wrote:
> Rightly so… the reg query does not list postings when the recurring
> transaction starts from a future date. My guess is cos ledger does not see
> any transactions posted from the date it's being invoked. I phrase it this
> way because I tried using the *--begin DATE* option, but still no report.
>
> To solve this though, use the balance query. The balance query will always
> give you the balance of your savings account at any point in time when
> ledger is parsing the transactions against. Unlike the register report, the
> balance report respects *--begin* and *--end* options.
>
> https://asciinema.org/a/343330 is the best way I've seen this done; and
> I've adopted it for my own forecasts as well
>
> On Friday 22 March 2024 at 22:46:46 UTC Bob Wilson wrote:
>
>> Also, "balance" gives a different answer than "register" in that example.
>>
>>
>> On Mar 22, 2024, at 3:29 PM, Bob Wilson <[email protected]> wrote:
>>
>>
>>
>>
>> I'm having the same issue.
>>
>> Example file:
>> ~ Monthly from 2024/02/15
>> Expenses:Rent $500.00
>> Assets
>>
>> Command:
>> $ ledger -f test.dat --forecast "d<[2025]" register Expenses:Rent
>> 24-Apr-01 Forecast transaction Expenses:Rent
>> $500.00 $500.00
>> 24-May-01 Forecast transaction Expenses:Rent
>> $500.00 $1000.00
>> 24-Jun-01 Forecast transaction Expenses:Rent
>> $500.00 $1500.00
>> 24-Jul-01 Forecast transaction Expenses:Rent
>> $500.00 $2000.00
>> 24-Aug-01 Forecast transaction Expenses:Rent
>> $500.00 $2500.00
>> 24-Sep-01 Forecast transaction Expenses:Rent
>> $500.00 $3000.00
>> 24-Oct-01 Forecast transaction Expenses:Rent
>> $500.00 $3500.00
>> 24-Nov-01 Forecast transaction Expenses:Rent
>> $500.00 $4000.00
>> 24-Dec-01 Forecast transaction Expenses:Rent
>> $500.00 $4500.00
>>
>> Update example file:
>> ~ Monthly from 2024/04/15
>> Expenses:Rent $500.00
>> Assets
>>
>> Same command gives empty output.
>>
>> The other thing I'm noticing is the periodic expressions don't respect
>> exact dates. If my rent is due on the 15th, and my period expression
>> denotes that, I'd expect the forecasted transactions to be on the 15th.
>>
>> ledger --version:
>> Ledger 3.3.2-20230330, the command-line accounting tool
>> without support for gpg encrypted journals and without Python support
>>
>> Copyright (c) 2003-2023, John Wiegley. All rights reserved.
>>
>> This program is made available under the terms of the BSD Public License.
>> See LICENSE file included with the distribution for details and
>> disclaimer.
>>
>> On Sunday, September 13, 2020 at 7:01:12 PM UTC-7 Alan Bram wrote:
>>
>>> Here's a demo of what I mean. Reading from "sample.dat" produces no
>>> output; compare to "another.dat." (Data files attached.)
>>>
>>> % ledger --version
>>> Ledger 3.2.1-20200518, the command-line accounting tool
>>>
>>> Copyright (c) 2003-2019, John Wiegley. All rights reserved.
>>>
>>> This program is made available under the terms of the BSD Public License.
>>> See LICENSE file included with the distribution for details and
>>> disclaimer.
>>> % ledger -f sample.dat --forecast "d<[2022]" reg cash
>>> % ledger -f another.dat --forecast "d<[2022]" reg cash
>>> 2020/10/01 Forecast transaction Assets:Cash
>>> $-500.00 $-500.00
>>> 2020/11/01 Forecast transaction Assets:Cash
>>> $-500.00 $-1000.00
>>> 2020/12/01 Forecast transaction Assets:Cash
>>> $-500.00 $-1500.00
>>> 2021/01/01 Forecast transaction Assets:Cash
>>> $-500.00 $-2000.00
>>> 2021/02/01 Forecast transaction Assets:Cash
>>> $-500.00 $-2500.00
>>> 2021/03/01 Forecast transaction Assets:Cash
>>> $-500.00 $-3000.00
>>> 2021/04/01 Forecast transaction Assets:Cash
>>> $-500.00 $-3500.00
>>> %
>>>
>>> On Sun, Sep 13, 2020 at 5:53 PM John Wiegley <[email protected]> wrote:
>>>
>>>> >>>>> "A" == Alan <[email protected]> writes:
>>>>
>>>> A> Is it correct to glean from this that it doesn't work to give a
>>>> "from" date
>>>> A> in a periodic transaction? I was trying to do so, but I was not able
>>>> to
>>>> A> make it work.
>>>>
>>>> I would definitely expect periodic transactions to accept date ranges.
>>>>
>>>> https://www.ledger-cli.org/3.0/doc/ledger3.html#Period-Expressions
>>>>
>>>> John
>>>>
>>> --
>>
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>>
>>
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