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simonmichael avatar simonmichael commented on September 10, 2024

Thanks for the report @hinnerk, but I'm not understanding the problem - areg seems to be working as documented ?

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simonmichael avatar simonmichael commented on September 10, 2024

Perhaps it's this: aregister always enables --historical. This just means that generally it will keep showing an accurate historical running balance even if you restrict the start date. But it can't do that if you exclude postings by other criteria (status, above); that will disrupt the running balance.

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hinnerk avatar hinnerk commented on September 10, 2024

TL;DR: I misunderstood the documentation, closing the ticket now.

For reference, I was trying to see how the running balance in an account changes with pending and unmarked future transactions. I was hoping to filter these transactions out and still see the full running balance. It turns out that I misunderstood the documentation regarding areg and reg. Here's the core of what I understand now:

  • aregister shows the transactions and running balances in one account, optionally filtered by a query. Use it if you are looking for a traditional bank-like report. For more complex search queries that are fuzzy and cross account boundaries use register instead.
  • register shows postings and their running total, selected by search queries that can be fuzzy and cross account boundaries. If you are looking for a traditional bank-like report over a single account, use aregister instead.

I am still working to understand both better, so that I can make sure that my expectations align with the software's behavior.

As it turns out that my bug report was based on my misunderstanding, I'll close it now. I thought you might find it helpful to see how your software is used which is why I included this.

Thank you for building this great software!

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simonmichael avatar simonmichael commented on September 10, 2024

I definitely appreciate the feedback. Your description sounds right to me, though I don't quite get the "fuzzy" - we don't have much of that in hledger.

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hinnerk avatar hinnerk commented on September 10, 2024

I took it from the documentation:

With -m DESC/--match=DESC, register does a fuzzy search for one recent posting whose description is most similar to DESC.

And wondered how much it would resemble fzf.

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