Re: New to Ledger: am I budgeting correctly?
Thanks for the work around. I played around with that some and that work around fixes the output of `budget` but causes the budget transactions to be posted for March which isn't what I want (since I want to be able to change March's budget). I was able to build a debug build from source. After lots of debugging, I think the problem is because the `budget_posts` filter uses the same value `pending_posts` to track 1. have I created a real budget transaction from the periodic transaction in this interval 2. should this non-periodic value be considered part of the budget `post_in_budget` I pushed a PR with some code that I believe proves my theory. But my actual solution will need to be more robust. I'll try to get back to a better solution for this next week. If anyone has any pointers in the meantime, please comment here or on the PR: https://github.com/ledger/ledger/pull/537 --Mark Mark Thurman mthur...@gmail.com On Tue, Feb 13, 2018 at 9:31 PM, Colin Dean wrote: > On Tuesday, February 13, 2018 at 3:26:36 AM UTC-5, Lifepillar wrote: >> >> >> I haven't tried your example, but what about: >> >> ~ Monthly since 2018/02/01 until 2018/02/28 >> >> (The end might have to be 2018/03/01, I don't remember if intervals are >> right-open.) >> >> In my experience, using since/until is the most reliable way to define >> budgets within a bounded time period. >> > > So I got the same output as ~Monthly with ~ Monthly since 2018/02/01 > until 2018/03/02 . > > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to ledger-cli+unsubscr...@googlegroups.com. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit https://groups.google.com/d/optout.
Re: New to Ledger: am I budgeting correctly?
On Tuesday, February 13, 2018 at 3:26:36 AM UTC-5, Lifepillar wrote: > > > I haven't tried your example, but what about: > > ~ Monthly since 2018/02/01 until 2018/02/28 > > (The end might have to be 2018/03/01, I don't remember if intervals are > right-open.) > > In my experience, using since/until is the most reliable way to define > budgets within a bounded time period. > So I got the same output as ~Monthly with ~ Monthly since 2018/02/01 until 2018/03/02 . -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit https://groups.google.com/d/optout.
Re: New to Ledger: am I budgeting correctly?
On 13/02/2018 09:05, Mark Thurman wrote: If I change the periodic transaction block from `Monthly in 2018/02` to `Monthly` it works as I expect. I plan to revisit and tweak my budget every month but later I wanted to go back and say "did I meet my budget for February" so I wanted to keep the budget I used for 02/18 around in my ledger rather than having a single `Monthly` block that I adjust every month. Is there a better way for me to set those transactions up? I haven't tried your example, but what about: ~ Monthly since 2018/02/01 until 2018/02/28 (The end might have to be 2018/03/01, I don't remember if intervals are right-open.) In my experience, using since/until is the most reliable way to define budgets within a bounded time period. Life. -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit https://groups.google.com/d/optout.
Re: New to Ledger: am I budgeting correctly?
If I change the periodic transaction block from `Monthly in 2018/02` to `Monthly` it works as I expect. I plan to revisit and tweak my budget every month but later I wanted to go back and say "did I meet my budget for February" so I wanted to keep the budget I used for 02/18 around in my ledger rather than having a single `Monthly` block that I adjust every month. Is there a better way for me to set those transactions up? Thanks, Mark Mark Thurman mthur...@gmail.com On Mon, Feb 12, 2018 at 9:58 PM, Mark Thurman wrote: > I just started setting up ledger on 2/12 by copying all of my bank account > balances. I have some idea of what I want my monthly budget to be so I set > that up at the top of the file. I didn't want to go back and add all my > February transactions, but there are a few budget categories that I would > like to start tracking (without waiting for March) so I tried backfilling > them. I see all the transactions I expect with regular commands, but using > `budget` it seems like it's missing a transaction. Am I doing something > wrong? Or is there a bug here? Here's a simpler reproducible case: > > $ cat ~/Dropbox/money/test.ledger > ~ Monthly in 2018/02 > Expenses:House:Rent $500.00 > Expenses:Kids:Daycare $300.00 > Assets > > 2018/02/09 Backfill txns for budget purposes > Expenses:House:Rent $500 > Assets:Mark:WF:Checking > > 2018/02/10 Backfill txns for budget purposes2 > Expenses:Kids:Daycare $300 > Assets:Joint:WF:Checking > > 2018/02/11 Opening Balance > Assets:Mark:WF:Checking= $1000 > Assets:Joint:WF:Checking = $1300 > Equity:Opening Balances > > $ ledger -f ~/Dropbox/money/test.ledger bal > $2300.00 Assets > $1300.00Joint:WF:Checking > $1000.00Mark:WF:Checking >$-3100.00 Equity:Opening Balances > $800.00 Expenses > $500.00House:Rent > $300.00Kids:Daycare > >0 > $ ledger -f ~/Dropbox/money/test.ledger budget >0 $-800.00 $800.00 0 Assets > $500.00 $800.00 $-300.00 62% Expenses > $500.00 $500.000 100%House:Rent >0 $300.00 $-300.00 0Kids:Daycare > - > $500.000 $500.00 0 > > > Thanks, > Mark > > -- > > --- > You received this message because you are subscribed to the Google Groups > "Ledger" group. > To unsubscribe from this group and stop receiving emails from it, send an > email to ledger-cli+unsubscr...@googlegroups.com. > For more options, visit https://groups.google.com/d/optout. > -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to ledger-cli+unsubscr...@googlegroups.com. For more options, visit https://groups.google.com/d/optout.
