Skip to main content

Forecasting Future Transactions in Beancount

· One min read
Mike Thrift
Mike Thrift
Marketing Manager

There is a plugin for beancount to forecast future recurring transactions. How to apply it in beancount.io? Put the following content into your ledger file.

; import the plugin
plugin "fava.plugins.forecast"

; add a monthly HOA fee
2022-05-30 # "HOA fee [MONTHLY]"
  Expenses:Hoa                                      1024.00 USD
  Assets:Checking                                  -1024.00 USD

2022-05-30-forecast-plugin

And then, you will see the forecast in Net Profit chart.

Forecast Plugin

The tag [MONTHLY] above means it will recur forever. If you have more conditions to apply, try [MONTHLY UNTIL 2022-06-01], [MONTHLY REPEAT 5 TIMES], [YEARLY REPEAT 5 TIMES], or [WEEKLY SKIP 1 TIME REPEAT 5 TIMES].

References:
Share on Twitter

About Beancount.io

Beancount.io is a powerful, open-source double-entry accounting system trusted by finance professionals, developers, and personal finance enthusiasts alike. Designed for clarity, extensibility, and precision, Beancount helps users manage complex financial data with plain-text accounting, robust validation, and seamless integrations. Since its inception, it has empowered users to gain full control over their finances, automate reporting, and maintain transparent, auditable records—making it a favorite among those who value simplicity without compromise.