Re: Register report with depth limit and sub-totaling

[Evgeny Panasyuk]

 26 June 2016 г., 14:25:33 UTC+3 Chris Bennett :
>
> Hey, I was trying to solve this yesterday , failed to find a solution, and 
> then today I started reviewing the list out of habit and saw your post.  
> The group-by works perfectly :)  Thanks!
>
>
Glad that it was useful for you! Perhaps this example should be added to 
manual.

Also, group-by description in manual looks outdated:
--group-by EXPR

Group transactions together in the register report. EXPR can be anything, 
although most common would be payee or commodity.  The tags() function is 
also useful here.
It talks about register report only, while it does work for balance report 
too.

Best Regards,
Evgeny

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Re: Register report with depth limit and sub-totaling

[Chris Bennett]

Hey, I was trying to solve this yesterday , failed to find a solution, and
then today I started reviewing the list out of habit and saw your post.
The group-by works perfectly :)  Thanks!

Chris

On 14 June 2016 at 08:14, Evgeny Panasyuk  wrote:

>
>> How to achieve this?
>>
>
> I found on web that it is possible to achieve this with balance report
> plus special --group-by format:
> ; example2.ledger
>
> 2016/04/30 car
> expenses:car:gas  200$
> expenses:car:repair   500$
> expenses:other 50$
> assets:cash
>
> 2016/05/31 car
> expenses:car:gas  100$
> expenses:car:repair  1000$
> expenses:other  5$
> assets:cash
>
> ledger -f example2.ledger bal --group-by 'format_date(date, "%Y-%m")' --depth
> 2 expenses
> 2016-04
> 750$  expenses
> 700$car
>  50$other
> 
> 750$
>
> 2016-05
>1105$  expenses
>1100$car
>   5$other
> 
>1105$
>
>
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Re: Register report with depth limit and sub-totaling

[Evgeny Panasyuk]

>
>
> How to achieve this?
>

I found on web that it is possible to achieve this with balance report plus 
special --group-by format:
; example2.ledger

2016/04/30 car
expenses:car:gas  200$
expenses:car:repair   500$
expenses:other 50$
assets:cash

2016/05/31 car
expenses:car:gas  100$
expenses:car:repair  1000$
expenses:other  5$
assets:cash

ledger -f example2.ledger bal --group-by 'format_date(date, "%Y-%m")' --depth 
2 expenses
2016-04
750$  expenses
700$car
 50$other

750$

2016-05
   1105$  expenses
   1100$car
  5$other

   1105$


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Re: Register report with depth limit and sub-totaling

[Simon Michael]

On 5/31/16 7:37 AM, Evgeny Panasyuk wrote:

I do not want such detailed report, what I want is to limit depth to 2 and
get subtotals for each second level account, similar to above balance
report. Something like:
ledger -f example.ledger reg expenses -M
16-May-01 - 16-May-31   expenses:car  1100$
1100$
expenses:other   5$
1105$

How to achieve this?


You could use hledger register:

ledger -f example.ledger print expenses | hledger -f- reg expenses -M 
--depth 2



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Register report with depth limit and sub-totaling

[Evgeny Panasyuk]

Hello, all!

Let's start with small example:
; example.ledger

2016/05/31 car
expenses:car:gas  100$
expenses:car:repair  1000$
expenses:other  5$
assets:cash

It is possible to limit level of balance report to depth=2 and get 
following report:
ledger -f example.ledger bal expenses --depth 2
   1105$  expenses
   1100$car
  5$other

   1105$
As you can see, for each second level account we get subtotal of all child 
accounts, i.e. expenses:car = expenses:car:gas + expenses:car:repair

I would like to get similar effect for register monthly report. For 
instance regular register report shows:
ledger -f example.ledger reg expenses -M
16-May-01 - 16-May-31   expenses:car:gas   100$ 
100$
expenses:car:repair   1000$
1100$
expenses:other   5$
1105

I do not want such detailed report, what I want is to limit depth to 2 and 
get subtotals for each second level account, similar to above balance 
report. Something like:
ledger -f example.ledger reg expenses -M
16-May-01 - 16-May-31   expenses:car  1100$
1100$
expenses:other   5$
1105$

How to achieve this?

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