Discussion:
budgeting updates, seeking comments before 1.9.1
Simon Michael
2018-04-24 20:48:53 UTC
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Starting a new thread (from "Transactions with different periods and budgeting"):

I'm starting to feel pretty good about our budgeting support, in latest master, because I'm successfully using it for Useful Stuff without getting confused or distracted. This is great!

I have just pushed a tweak to the account visibility rules. Here's the haddock:

-- | Adjust a journal's account names for budget reporting, in two ways:
--
-- 1. accounts with no budget goal anywhere in their ancestry are moved
-- under the "unbudgeted" top level account.
--
-- 2. subaccounts with no budget goal are merged with their closest parent account
-- with a budget goal, so that only budgeted accounts are shown.
-- This can be disabled by --show-unbudgeted.

which sounds much the same as before, but if you build latest master and try balance --budget with and without --show-unbudgeted, --tree, --depth etc. you'll see it now works slightly differently. Eg:

- <unbudgeted>'s subaccounts are hidden by default
- --show-unbudgeted shows all unbudgeted accounts, including subaccounts of budgeted parents
- --show-unbudgeted doesn't affect the grouping under <unbudgeted>

IMHO it's now slightly more consistent and easier to learn, while still meeting the original intent. But please try it and let me know if you disagree.
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Dmitry Astapov
2018-04-24 22:33:15 UTC
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From the description, I like it. Would not be able to try it out until next
week though :(
Post by Simon Michael
I'm starting to feel pretty good about our budgeting support, in latest
master, because I'm successfully using it for Useful Stuff without getting
confused or distracted. This is great!
--
-- 1. accounts with no budget goal anywhere in their ancestry are moved
-- under the "unbudgeted" top level account.
--
-- 2. subaccounts with no budget goal are merged with their closest parent account
-- with a budget goal, so that only budgeted accounts are shown.
-- This can be disabled by --show-unbudgeted.
which sounds much the same as before, but if you build latest master and
try balance --budget with and without --show-unbudgeted, --tree, --depth
- <unbudgeted>'s subaccounts are hidden by default
- --show-unbudgeted shows all unbudgeted accounts, including subaccounts
of budgeted parents
- --show-unbudgeted doesn't affect the grouping under <unbudgeted>
IMHO it's now slightly more consistent and easier to learn, while still
meeting the original intent. But please try it and let me know if you
disagree.
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D. Astapov
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