Re: Income vs. Expense for budgetting or forecasting

[David Houck]

Thanks so much, those examples helped me out and was just the kind of thing 
I was looking for.
Adding the since/until qualifiers, which I hadn't tried yet and make a lot 
of sense might have helped also.
Are those optional or mandatory with periodic entries?

On Wednesday, October 11, 2017 at 3:24:32 PM UTC-4, Lifepillar wrote:
>
> On 11/10/2017 17:19, David Houck wrote: 
> > Hi, 
> > 
> > Anyone use the budgetting and forecasting to model income in addition to 
> > expenses as shown in the example on page 94 of the latest ledger-cli PDF 
> > user guide? 
> > 
> > If so, how would the income be expressed in the periodic transaction 
> > block? I tried placing two ~ Monthly transactions in the ledger file, 
> > one for expenses, one for income, but that did not seem to work. 
>
> Could you show us an example of what you are trying to do? 
> Something like this should work: 
>
> ~ Monthly since 2017/01/01 until 2017/12/31 
>  Income -$5.000,00 
>  Assets 
>
> ~ Monthly since 2017/01/01 until 2017/12/31 
>  Expenses:Housing:Rent   $1.000,00 
>  Assets 
>
> Then, to get a budget report for income 
>
>  ledger budget --real -p 'this year' income 
>
> Or, if you want both income and expenses: 
>
>  ledger budget --real -p 'this year' income expenses 
>
> Life. 
>
>

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Re: Recording real balances in the presence of virtual transactions

[John Lee]

On Wed, 11 Oct 2017, at 17:40, Richard Lawrence wrote:
> Hi John,
> > then this balance command tells me I have made $100 out of thin 
> > air ($1105 total): 
> > 
> > ledger b Assets:CurrentAccount 
> > 
> > That's because in that final txn I'm actually setting not the 
> > summed-up total of everything in *or under* 
> > Assets:CurrentAccount, as appears in the balance output, but the 
> > amount that lives in that *exact* location (which you might 
> > write in a balance command as '^Assets:CurrentAccount$').  I'm 
> > not sure there's any way to fix that final txn to say that it's 
> > actually the *total* "descendant-or-self" value I want to set 
> > equal to $1005? 
> 
> Hmm, I see.  I'm surprised by this, but I don't use balance 
> assignments myself.  If you need balance assignments like this, I 
> guess subaccounts are not the way to go.  (Unless this is a bug?) 
> 
> Personally, I want every transaction recorded -- independently, so 
> I can check my record against my bank's.  Thus, I avoid what 
> you're trying to do here: automatic adjustments via balance 
> assertions.  But I realize that "don't do that" is not very 
> helpful advice. :)

For me my *next* (not immediate) goal will be just to import
transactions from my bank.  At that point I still won't independently
record the same transactions, but even that is a project that for me is
some time consuming steps away still (of course I hope later that I'll
get those transaction lining up with others in more detail than at
present).

However, even when I do import those txns, I think I'll *still* want to
write down the "ground truth" (total) figure from the bank explicitly in
the ledger regularly, not only transactional amounts (changes).

Perhaps the closest fit to my current "adjust regularly to match bank
balance" practice is to use value expression assertions like this:

2017-10-01 * Opening Balance
Assets:CurrentAccount   $1000
Equity:OpeningBalances

2017-10-02 * Savings
Assets:CurrentAccount:Savings   $100
Assets:CurrentAccount

2017-10-03 * Adjustment
Assets:CurrentAccount   $5
Equity:Adjustments

assert account("Assets:CurrentAccount").total == $1005


Which I took straight from some helpful people who hang out somewhere
called the "ledger-cli mailing list" ;-) who contributed to this:

https://github.com/ledger/ledger/wiki/Notes-from-the-Group#checks-and-assertions


> Can anyone else lend some insights?   

Yes please!

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Re: Income vs. Expense for budgetting or forecasting

[Lifepillar]

On 11/10/2017 17:19, David Houck wrote:

Hi,

Anyone use the budgetting and forecasting to model income in addition to 
expenses as shown in the example on page 94 of the latest ledger-cli PDF 
user guide?


If so, how would the income be expressed in the periodic transaction 
block? I tried placing two ~ Monthly transactions in the ledger file, 
one for expenses, one for income, but that did not seem to work.


Could you show us an example of what you are trying to do?
Something like this should work:

~ Monthly since 2017/01/01 until 2017/12/31
Income -$5.000,00
Assets

~ Monthly since 2017/01/01 until 2017/12/31
Expenses:Housing:Rent   $1.000,00
Assets

Then, to get a budget report for income

ledger budget --real -p 'this year' income

Or, if you want both income and expenses:

ledger budget --real -p 'this year' income expenses

Life.

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Re: Recording real balances in the presence of virtual transactions

[Richard Lawrence]

Hi John,

John Lee  writes:

However, I guess I can't do this: 

2017-10-01 * Opening Balance 
Assets:CurrentAccount   $1000 Equity:OpeningBalances 

2017-10-02 * Savings 
Assets:CurrentAccount:Savings   $100 Assets:CurrentAccount 

Because then if I go on to do this: 

2017-10-03 * Adjustment 
Assets:CurrentAccount   = $1005 Equity:Adjustments 

then this balance command tells me I have made $100 out of thin 
air ($1105 total): 

ledger b Assets:CurrentAccount 

That's because in that final txn I'm actually setting not the 
summed-up total of everything in *or under* 
Assets:CurrentAccount, as appears in the balance output, but the 
amount that lives in that *exact* location (which you might 
write in a balance command as '^Assets:CurrentAccount$').  I'm 
not sure there's any way to fix that final txn to say that it's 
actually the *total* "descendant-or-self" value I want to set 
equal to $1005? 


Hmm, I see.  I'm surprised by this, but I don't use balance 
assignments myself.  If you need balance assignments like this, I 
guess subaccounts are not the way to go.  (Unless this is a bug?) 

Personally, I want every transaction recorded -- independently, so 
I can check my record against my bank's.  Thus, I avoid what 
you're trying to do here: automatic adjustments via balance 
assertions.  But I realize that "don't do that" is not very 
helpful advice. :)


Can anyone else lend some insights?   


--
Best,
Richard

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Income vs. Expense for budgetting or forecasting

[David Houck]

Hi,

Anyone use the budgetting and forecasting to model income in addition to 
expenses as shown in the example on page 94 of the latest ledger-cli PDF 
user guide?

If so, how would the income be expressed in the periodic transaction block? 
I tried placing two ~ Monthly transactions in the ledger file, one for 
expenses, one for income, but that did not seem to work.

David

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