From 71e309d413071cd05861be5e8c8088294e9696f0 Mon Sep 17 00:00:00 2001 From: Anantha Kumaran Date: Mon, 2 Oct 2023 00:04:15 +0530 Subject: [PATCH] add doc --- docs/reference/recurring.md | 53 +++++++++++++++++++++++++++++++++++++ 1 file changed, 53 insertions(+) diff --git a/docs/reference/recurring.md b/docs/reference/recurring.md index 15fa1172..9bbab825 100644 --- a/docs/reference/recurring.md +++ b/docs/reference/recurring.md @@ -67,3 +67,56 @@ Ledger [docs](https://ledger-cli.org/doc/ledger3.html#Complex-expressions) = expr payee=~/Savings Interest/ ; Recurring: Savings Interest ``` + +## Period + +Paisa will try to infer the recurring period of the transactions +automatically, but this might not be perfect. Recurring period can +also be explicitly specified via metadata. + +```ledger += expr payee=~/Savings Interest/ + ; Recurring: Savings Interest + ; Period: L MAR,JUN,SEP,DEC ? +``` + +Let's say your bank deposits the interest on the last day of the last +month of the quarter, we can specify like the example above. Paisa +editor recognizes **period syntax** and shows the upcoming 3 schedules +right next to period metadata. + +``` +┌─────────── day of the month 1-31 +│ ┌─────────── month 1-12 +│ │ ┌─────────── day of the week 0-6 (Sunday to Saturday) +│ │ │ +* * * +``` + +The syntax of the period is similar to [cron](https://en.wikipedia.org/wiki/Cron), with the omission of +seconds and hours. + +| Field | Allowed value | Special characters | +|--------------|---------------------|--------------------| +| Day of month | `1–31` | `* , - ? L W` | +| Month | `1-12` or `JAN-DEC` | `* , -` | +| Day of week | `0-6` or `SUN-SAT` | `* , - ? L` | + +`?` means you want to omit the field, usually you use it on the day of +month or day of week. `L` means last day of the month or week. `,` can +be used to specify multiple entries. `-` can be used to specify +range. `W` means the closest business day to given day of month + +Multiple cron expressions can be specified by joining them using +`|`. Refer the [wikipedia](https://en.wikipedia.org/wiki/Cron) for more information. If you are not +sure, just type it out and the editor will show you whether it is +valid and the next 3 schedules if valid. + + +### Examples + +* Last day of every month `#!ledger ; Period: L * ?` +* 5th every month `#!ledger ; Period: 5 * ?` +* Every Sunday `#!ledger ; Period: ? * 0` +* 1st of Jan and 7th of Feb `#!ledger ; Period 1 JAN ? | 7 FEB ?` +* Closest business day to the 15th day of every month. `#!ledger ; Period 15W * ?`