I found that I can play with --now DATE and get the --forecast to show a
balance. I just needed to set --now to a date after the recurring
transaction has begun
~ yearly from 2025-01-01
Income:Salary -$10,000.00
Assets:Checking
I can forecast like so
ledger --forecast "d<[2027]" balance Assets:Checking --now=2025-06-01 -f
experiments/forecast-002.ledger
Which gives
$20,000.00 Assets:Checking
So if you're doing this for purely forecasting purposes, I think playing
with --now DATE may be cleaner than using another recurring transaction to
cancel out an existing one.
*Igbanam*
On Sun, Jul 21, 2024 at 10:47 PM Igbanam Ogbuluijah <[email protected]>
wrote:
> This is an interesting workaround, Bob. Well found!
>
> *Igbanam*
>
>
> On Sun, Jul 21, 2024 at 9:33 PM Bob Wilson <[email protected]> wrote:
>
>> Although I have a pretty hacky work-around.
>>
>> Start the recurring transaction in the present (so it gets picked up),
>> but have a corresponding transaction that cancels out the first one, and
>> have that one end where you want the true tx to begin. So to achieve
>> something like:
>>
>> ```
>> ~ Yearly from 2025
>> Income:Salary
>> -$10,000.00
>> Assets:Checking
>> ```
>>
>> which does not work due to this issue, instead write:
>>
>> ```
>> ~ Yearly from this week
>> Income:Salary
>> -$10,000.00
>> Assets:Checking
>>
>> ~ Yearly from this week until 2025
>> Income:Salary
>> $10,000.00
>> Assets:Checking
>> ```
>>
>> Now `ledger -f test.dat --forecast "d<[2027-01-01]" balance
>> Assets:Checking` returns $20K as expected.
>>
>> On Sunday, July 21, 2024 at 2:12:38 PM UTC-7 Bob Wilson wrote:
>>
>>> 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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