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I'm pleased to announce the release of hledger 1.13,
the first hledger release of 2019!
Thank you release contributors Jakob Schöttl and Dmitry Astapov.
hledger is a robust, cross-platform plain text accounting tool, for
tracking money, time, stocks, cryptocurrencies or any other commodity,
using double-entry accounting, private or shared plain text files,
revision control, and command-line, curses or web UIs.
Find out more at http://hledger.org and http://plaintextaccounting.org.
I'm pleased to announce the release of hledger 1.12!
Thank you release contributors Alex Chen, Jesse Rosenthal, Samuel May,
Mykola Orliuk, Peter Simons, Moritz Kiefer, Dmitry Astapov, Felix Yan,
Aiken Cairncross, and Nikhil Jha.
After two years of regular quarter-end releases, I am speeding up
hledger's release cadence: we now aim to release every 1-3 months, as
needed or wanted, with our normal release window being the first few
days of each month.
Release notes (condensed, see http://hledger.org/release-notes):
-------------
Release notes (http://hledger.org/release-notes):
-------------------------------------------------
project-wide changes for 1.13
hledger 1.12
- packaging: A docker image providing the main hledger tools is now
linked on the download page. This is another way to get up-to-date
hledger tools without building them yourself (and, a way to run
hledger-ui on windows ?) (Dmitry Astapov, Simon Michael)
* install script: ensure a new-enough version of stack; more informative output
- doc: fixed pandoc typography conversion in web manuals. Eg -- was
being rendered as en-dash. (#954).
* build with GHC 8.6/base-4.12 (Peter Simons)
hledger 1.13
* add required upper bound for statistics (Samuel May)
- cli: reorganised commands list. Addons now have a + prefix.
* --anon anonymises more thoroughly (including linked original postings) (Moritz Kiefer)
- cli: the command line help and manual section for all hledger’s
commands are now consistent, and generated from the same source.
* unbalanced transaction errors now include location info (Mykola Orliuk)
- cli: comprehensive bash completion support is now provided (in
shell-completion/). See how-to in the Cookbook. (Jakob Schöttl)
* accounts command: --drop also affects the default flat output, without needing an explicit --flat flag
- balance –budget: budget amounts now aggregate hierarchically, like
account balances. Unbudgeted accounts can be shown with -E/–empty
(along with zero-balance accounts), and the –show-budgeted flag has
been dropped. (Dmitry Astapov)
* accounts command: the --codes flag has been dropped
- balance: new –transpose flag switches the rows and columns of
tabular balance reports (in txt and csv output formats). (Dmitry
Astapov)
* accounts command: filtering by non-account-name queries now works
- close: generated balance assertions now have exact amounts with all
decimal digits, ignoring display precision. Also, balance assertion
amounts will no longer contain prices. (#941, #824, #958)
* add command: fix transaction rendering regression during data entry and in journal file
- files: now shows up in the commands list
* balance command: fix wrongful eliding of zero-balance parent accounts in tree mode (Dmitry Astapov)
- import: be silent when there’s nothing to import
* journal format, bs/bse/cf/is commands: account directives can declare account types (#877)
Previously you had to use one of the standard english account names
(assets, liabilities..) for top-level accounts, if you wanted them to
appear in the right place in the balancesheet, balancesheetequity,
cashflow or incomestatement reports.
- roi: percentages smaller than 0.01% are displayed as zero (Dmitry
Astapov)
Now you can use your preferred account names, and use account directives
to declare which accounting class (Asset, Liability, Equity, Revenue or
eXpense) an account (and its subaccounts) belongs to, by writing one of
the letters A, L, E, R, X after the account name, after two or more
spaces. This syntax may change (see issue). Experimental.
- stats, ui: correct file order is preserved when using –auto (#949)
Currently we allow unlimited account type declarations anywhere in the
account tree. So you could declare a liability account somewhere under
assets, and maybe a revenue account under that, and another asset account
even further down. In such cases you start to see oddities like accounts
appearing in multiple places in a tree-mode report. I have left it this
way for now in case it helps with, eg, modelling contra accounts, or
combining multiple files each with their own account type
declarations. (In that scenario, if we only allowed type declarations on
top-level accounts, or only allowed a single account of each type,
complications seem likely.)
- journal: account directive: the account name can now be followed by
a comment on the same line
* journal format: periodic transaction rules now require a double space separator.
In periodic transaction rules which specify a transaction description or
same-line transaction comment, this must be separated from the period
expression by two or more spaces, to prevent ambiguous parsing. Eg
this will parse correctly as "monthly" thanks to the double space:
- journal: account directive: account types for the bs/bse/cf/is
commands can now be set with a type: tag, whose value is Asset,
Liability, Equity, Revenue, Expense, A, L, E, R or X
(case-insensitive). The previous syntax (account assets A) is now
deprecated.
~ monthly In 2020 we'll end this monthly transaction.
- journal: account directive: account sort codes like account 1000
(introduced in 1.9, deprecated in 1.11) are no longer supported.
* journal format: exact/complete balance assertions (Samuel May).
A stronger kind of balance assertion, written with a double equals sign,
asserts an account's complete account balance, not just the balance in
one commodity. (But only if it is a single-commodity balance, for now.)
Eg:
- journal: transaction modifiers (auto postings) can affect periodic
transactions (–auto can add postings to transactions generated with
–forecast). (Dmitry Astapov)
1/1
(a) A 1
(a) B 1
(a) 0 = A 1 ; commodity A balance assertion, succeeds
(a) 0 == A 1 ; complete balance assertion, fails
- journal: balance assertion errors now show exact amounts with all
decimal digits. Previously it was possible, in case of a commodity
directive limiting the display precision, to have a balance
assertion error with asserted and actual amounts looking the same.
(#941)
* journal format: account directives now allow whitespace or a comment after the account name
- journal: fixed a periodic transaction parsing failure (#942) (Dmitry
Astapov)
* journal format: using ~ for home directory in include directives now works (#896) (Mykola Orliuk)
hledger-ui 1.13
* journal format: prevent misleading parse error messages with cyclic include directives (#853) (Alex Chen)
- on posix systems, control-z suspends the program
* journal format: transaction modifier multipliers handle total-priced amounts correctly (#928).
Multipliers (*N) in transaction modifier rules did not multiply
total-priced amounts properly. Now the total prices are also multiplied,
keeping the transaction balanced.
- control-l now works everywhere and redraws more reliably
* journal format: do amount inference/balance assignments/assertions before transaction modifiers (#893, #908) (Jesse Rosenthal)
Previously, transaction modifier (auto postings) rules were applied
before missing amounts were inferred. This meant amount multipliers could
generate too many missing-amount postings, making the transaction
unbalanceable (#893).
- the top status info is clearer
Now, missing amount inference (and balance assignments, and balance
assertions, which are interdependent) are done earlier, before
transaction modifier rules are applied (#900, #903).
Also, we now disallow the combination of balance assignments and
transaction modifier rules which both affect the same account, which
could otherwise cause confusing balance assertion failures (#912).
(Because assignments now generate amounts to satisfy balance assertions
before transaction modifier rules are applied (#908).)
* journal format: periodic transaction rules are now aware of Y default year directives. (#892)
Ie when a default year Y is in effect, they resolve partial or relative
dates using Y/1/1 as the reference date, rather than today's date.
hledger-ui 1.12
* fix "Any" build error with GHC < 8.4
* error screen: always show error position properly (#904) (Mykola Orliuk)
* accounts screen: show correct balances when there's only periodic transactions
* drop the --status-toggles flag
* periodic transactions and transaction modifiers are always enabled.
Rule-based transactions and postings are always generated
(--forecast and --auto are always on).
Experimental.
* escape key resets to flat mode.
Flat mode is the default at startup. Probably it should reset to tree
mode if --tree was used at startup.
* tree mode tweaks: add --tree/-T/-F flags, make flat mode the default,
toggle tree mode with T, ensure a visible effect on register screen
* hide future txns by default, add --future flag, toggle with F.
You may have transactions dated later than today, perhaps piped from
print --forecast or recorded in the journal, which you don't want to
see except when forecasting.
By default, we now hide future transactions, showing "today's balance".
This can be toggled with the F key, which is easier than setting a
date query. --present and --future flags have been added to set the
initial mode.
(Experimental. Interactions with date queries have not been explored.)
* quick help tweaks; try to show most useful info first
* reorganise help dialog, fit content into 80x25 again
* styling tweaks; cyan/blue -> white/yellow
* less noisy styling in horizontal borders (#838)
* register screen: positive amounts: green -> black
The green/red scheme helped distinguish the changes column from the
black/red balance column, but the default green is hard to read on
the pale background in some terminals. Also the changes column is
non-bold now.
Getting started:
----------------
All install methods are described at http://hledger.org/download .
You can download windows binaries, or use a package manager, though in
some cases these will install an older hledger version.
You can build the latest hledger packages with stack:
$ stack install --resolver=lts-12 megaparsec-7.0.4
cassava-megaparsec-2.0.0 config-ini-0.2.3.0 hledger-lib-1.12
hledger-1.12 [hledger-ui-1.12] [hledger-web-1.12] [hledger-api-1.12]
or with cabal:
$ cabal update && cabal install hledger-1.12 [hledger-ui-1.12]
[hledger-web-1.12] [hledger-api-1.12]
or with the hledger installer, on systems with bash installed
(handy if you don't have a working stack or cabal):
All install methods are described at http://hledger.org/download :
windows binaries, system packages, docker, nix, cabal, stack, hledger
installer, etc. Some of these might take a few days to become up to
date. On systems with bash installed, the hledger installer is a
reliable way to get the latest release of hledger:
$ curl -s https://raw.githubusercontent.com/simonmichael/hledger/master/hledger-install/hledger-install.sh > hledger-install.sh
$ less hledger-install.sh # satisfy yourself that the script is safe
$ bash hledger-install.sh
Some commands to try:
Then try:
$ hledger add # record some transactions, with guidance
$ hledger print # show recorded transactions
$ hledger balance # show totals by account
$ hledger -h # show quick help
$ hledger # list available commands
$ hledger help # list built-in manuals
To get oriented, see the tutorials and manuals at http://hledger.org ;
say hello and ask questions in the #hledger IRC channel on Freenode,
accessible at http://irc.hledger.org .
New users and contributors are always welcome!
Tutorials and all other docs: http://hledger.org
Chat: #hledger on Freenode or Matrix -
http://irc.hledger.org or http://riot.hledger.org .
New and old users, contributors, all feedback, always welcome!
Best,
-Simon