Ending or Modifying Automatic Transactions

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rtjmay

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Apr 18, 2012, 10:31:11 PM4/18/12
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Hello,

I have an automatic transaction that allocates my salary into various virtual accounts:

= /^Income:Salary/
    (Funds:Savings)           -0.60
    (Funds:Donations)        -0.05
    (Funds:Spending)         -0.35

My asset allocation requirements change from time-to-time, but I'm not sure how to end or modify the automatic transaction with retroactively affecting all the previous salary entries? I've tried creating a new automatic transaction later in the journal to negate the previous transaction, but it generates very messy register output with lots of redundant postings:

= /^Income:Salary/
    (Funds:Savings)           0.60
    (Funds:Donations)        0.05
    (Funds:Spending)         0.35   
    (Funds:Savings:Special)   -0.50
    (Funds:Donations)       -0.05
    (Funds:Spending)        -0.45

Is there something similar to apply tag/end tag for automatic transactions?

Thanks,
Ryan

John Rakestraw

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Apr 19, 2012, 6:00:34 AM4/19/12
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Hi, Ryan --

> Is there something similar to apply tag/end tag for automatic transactions?
>

You can add a date to the condition, e.g. --

= /^Income:Salary/ and expr (date <=[2011])


(Funds:Savings) -0.60
(Funds:Donations) -0.05
(Funds:Spending) -0.35

and

= /^Income:Salary/ and expr (date > [2011])


(Funds:Savings:Special) -0.50
(Funds:Donations) -0.05
(Funds:Spending) -0.45

--John
--
John Rakestraw

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