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@ -232,7 +232,7 @@ period (without -E, leading and trailing columns with all zeroes are not
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|||||||
shown). Second, all accounts which existed at the report start date will
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shown). Second, all accounts which existed at the report start date will
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be considered, not just the ones with activity during the report period
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be considered, not just the ones with activity during the report period
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(use -E to include low-activity accounts which would otherwise would be
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(use -E to include low-activity accounts which would otherwise would be
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omitted). With --budget, --empty also shows unbudgeted accounts.
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omitted).
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The -T/--row-total flag adds an additional column showing the total for
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The -T/--row-total flag adds an additional column showing the total for
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each row.
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each row.
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@ -320,13 +320,28 @@ Budget performance in 2017/11/01-2017/12/31:
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----------------------++----------------------------------------------------
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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|| 0 [ 0] 0 [ 0]
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By default, only accounts with budget goals during the report period are
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Note this is different from a normal balance report in several ways:
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shown. In the example above, transactions in expenses:gifts and
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expenses:supplies are counted towards expenses budget, but accounts
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expenses:gifts and expenses:supplies are not shown, as they don't have
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any budgets.
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You can use --empty shows unbudgeted accounts as well:
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- Only accounts with budget goals during the report period are shown,
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by default.
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- In each column, in square brackets after the actual amount, budgeted
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amounts are shown, along with the percentage of budget used.
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- All parent accounts are always shown, even in flat mode. Eg assets,
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assets:bank, and expenses above.
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- Amounts always include all subaccounts, budgeted or unbudgeted, even
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in flat mode.
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This means that the numbers displayed will not always add up! Eg above,
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the expenses actual amount includes the gifts and supplies transactions,
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but the expenses:gifts and expenses:supplies accounts are not shown, as
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they have no budget amounts declared.
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This can be confusing. When you need to make things clearer, use the
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-E/--empty flag, which will reveal all accounts including unbudgeted
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ones, giving the full picture. Eg:
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$ hledger balance -M --budget --empty
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$ hledger balance -M --budget --empty
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Budget performance in 2017/11/01-2017/12/31:
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Budget performance in 2017/11/01-2017/12/31:
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@ -364,9 +379,6 @@ Budget performance in 2017/11/01-2017/12/31:
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----------------------++----------------------------------------------------
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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|| 0 [ 0] 0 [ 0]
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Note, the -S/--sort-amount flag is not yet fully supported with
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--budget.
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For more examples, see Budgeting and Forecasting.
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For more examples, see Budgeting and Forecasting.
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Nested budgets
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Nested budgets
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@ -1783,8 +1783,6 @@ Second, all accounts which existed at the report start date will be
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considered, not just the ones with activity during the report period
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considered, not just the ones with activity during the report period
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(use \-E to include low\-activity accounts which would otherwise would
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(use \-E to include low\-activity accounts which would otherwise would
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be omitted).
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be omitted).
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With \f[C]\-\-budget\f[], \f[C]\-\-empty\f[] also shows unbudgeted
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accounts.
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.PP
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.PP
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The \f[C]\-T/\-\-row\-total\f[] flag adds an additional column showing
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The \f[C]\-T/\-\-row\-total\f[] flag adds an additional column showing
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the total for each row.
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the total for each row.
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@ -1884,14 +1882,31 @@ Budget\ performance\ in\ 2017/11/01\-2017/12/31:
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\f[]
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\f[]
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.fi
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.fi
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.PP
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.PP
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By default, only accounts with budget goals during the report period are
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Note this is different from a normal balance report in several ways:
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shown.
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.IP \[bu] 2
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In the example above, transactions in \f[C]expenses:gifts\f[] and
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Only accounts with budget goals during the report period are shown, by
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\f[C]expenses:supplies\f[] are counted towards \f[C]expenses\f[] budget,
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default.
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but accounts \f[C]expenses:gifts\f[] and \f[C]expenses:supplies\f[] are
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.IP \[bu] 2
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not shown, as they don\[aq]t have any budgets.
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In each column, in square brackets after the actual amount, budgeted
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amounts are shown, along with the percentage of budget used.
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.IP \[bu] 2
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All parent accounts are always shown, even in flat mode.
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Eg assets, assets:bank, and expenses above.
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.IP \[bu] 2
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Amounts always include all subaccounts, budgeted or unbudgeted, even in
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flat mode.
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.PP
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.PP
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You can use \f[C]\-\-empty\f[] shows unbudgeted accounts as well:
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This means that the numbers displayed will not always add up! Eg above,
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the \f[C]expenses\f[] actual amount includes the gifts and supplies
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transactions, but the \f[C]expenses:gifts\f[] and
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\f[C]expenses:supplies\f[] accounts are not shown, as they have no
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budget amounts declared.
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.PP
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This can be confusing.
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When you need to make things clearer, use the \f[C]\-E/\-\-empty\f[]
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flag, which will reveal all accounts including unbudgeted ones, giving
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the full picture.
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Eg:
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.IP
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.IP
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.nf
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.nf
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\f[C]
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\f[C]
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@ -1938,9 +1953,6 @@ Budget\ performance\ in\ 2017/11/01\-2017/12/31:
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\f[]
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\f[]
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.fi
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.fi
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.PP
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.PP
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Note, the \f[C]\-S/\-\-sort\-amount\f[] flag is not yet fully supported
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with \f[C]\-\-budget\f[].
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.PP
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For more examples, see Budgeting and Forecasting.
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For more examples, see Budgeting and Forecasting.
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.SS Nested budgets
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.SS Nested budgets
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.PP
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.PP
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@ -1404,8 +1404,7 @@ period (without -E, leading and trailing columns with all zeroes are not
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shown). Second, all accounts which existed at the report start date
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shown). Second, all accounts which existed at the report start date
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will be considered, not just the ones with activity during the report
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will be considered, not just the ones with activity during the report
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period (use -E to include low-activity accounts which would otherwise
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period (use -E to include low-activity accounts which would otherwise
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would be omitted). With '--budget', '--empty' also shows unbudgeted
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would be omitted).
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accounts.
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The '-T/--row-total' flag adds an additional column showing the total
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The '-T/--row-total' flag adds an additional column showing the total
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for each row.
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for each row.
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@ -1497,13 +1496,29 @@ Budget performance in 2017/11/01-2017/12/31:
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----------------------++----------------------------------------------------
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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|| 0 [ 0] 0 [ 0]
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By default, only accounts with budget goals during the report period
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Note this is different from a normal balance report in several ways:
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are shown. In the example above, transactions in 'expenses:gifts' and
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'expenses:supplies' are counted towards 'expenses' budget, but accounts
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'expenses:gifts' and 'expenses:supplies' are not shown, as they don't
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have any budgets.
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You can use '--empty' shows unbudgeted accounts as well:
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* Only accounts with budget goals during the report period are shown,
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by default.
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* In each column, in square brackets after the actual amount,
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budgeted amounts are shown, along with the percentage of budget
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used.
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* All parent accounts are always shown, even in flat mode. Eg
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assets, assets:bank, and expenses above.
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* Amounts always include all subaccounts, budgeted or unbudgeted,
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even in flat mode.
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This means that the numbers displayed will not always add up! Eg
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above, the 'expenses' actual amount includes the gifts and supplies
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transactions, but the 'expenses:gifts' and 'expenses:supplies' accounts
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are not shown, as they have no budget amounts declared.
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This can be confusing. When you need to make things clearer, use the
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'-E/--empty' flag, which will reveal all accounts including unbudgeted
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ones, giving the full picture. Eg:
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$ hledger balance -M --budget --empty
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$ hledger balance -M --budget --empty
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Budget performance in 2017/11/01-2017/12/31:
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Budget performance in 2017/11/01-2017/12/31:
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@ -1541,9 +1556,6 @@ Budget performance in 2017/11/01-2017/12/31:
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----------------------++----------------------------------------------------
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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|| 0 [ 0] 0 [ 0]
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Note, the '-S/--sort-amount' flag is not yet fully supported with
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'--budget'.
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For more examples, see Budgeting and Forecasting.
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For more examples, see Budgeting and Forecasting.
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* Menu:
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* Menu:
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@ -2759,86 +2771,86 @@ Node: Depth limited balance reports43924
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Ref: #depth-limited-balance-reports44124
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Ref: #depth-limited-balance-reports44124
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Node: Multicolumn balance report44580
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Node: Multicolumn balance report44580
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Ref: #multicolumn-balance-report44778
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Ref: #multicolumn-balance-report44778
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Node: Budget report50018
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Node: Budget report49958
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Ref: #budget-report50161
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Ref: #budget-report50101
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Node: Nested budgets54845
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Node: Nested budgets55302
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Ref: #nested-budgets54957
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Ref: #nested-budgets55414
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Ref: #output-format-158437
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Ref: #output-format-158894
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Node: balancesheet58515
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Node: balancesheet58972
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Ref: #balancesheet58651
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Ref: #balancesheet59108
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Node: balancesheetequity59885
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Node: balancesheetequity60342
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Ref: #balancesheetequity60034
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Ref: #balancesheetequity60491
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Node: cashflow60595
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Node: cashflow61052
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Ref: #cashflow60723
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Ref: #cashflow61180
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Node: check-dates61751
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Node: check-dates62208
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Ref: #check-dates61878
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Ref: #check-dates62335
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Node: check-dupes62157
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Node: check-dupes62614
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Ref: #check-dupes62281
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Ref: #check-dupes62738
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Node: close62574
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Node: close63031
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Ref: #close62682
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Ref: #close63139
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Node: files66095
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Node: files66552
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Ref: #files66196
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Ref: #files66653
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Node: help66343
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Node: help66800
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Ref: #help66443
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Ref: #help66900
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Node: import67536
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Node: import67993
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Ref: #import67650
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Ref: #import68107
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Node: incomestatement68394
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Node: incomestatement68851
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Ref: #incomestatement68528
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Ref: #incomestatement68985
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Node: prices69864
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Node: prices70321
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Ref: #prices69979
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Ref: #prices70436
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Node: print70258
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Node: print70715
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Ref: #print70368
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Ref: #print70825
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Node: print-unique74861
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Node: print-unique75318
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Ref: #print-unique74987
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Ref: #print-unique75444
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Node: register75272
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Node: register75729
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Ref: #register75399
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Ref: #register75856
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Node: Custom register output79570
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Node: Custom register output80027
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Ref: #custom-register-output79699
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Ref: #custom-register-output80156
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Node: register-match80961
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Node: register-match81418
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Ref: #register-match81095
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Ref: #register-match81552
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Node: rewrite81446
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Node: rewrite81903
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Ref: #rewrite81561
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Ref: #rewrite82018
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Node: Re-write rules in a file83410
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Node: Re-write rules in a file83867
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Ref: #re-write-rules-in-a-file83544
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Ref: #re-write-rules-in-a-file84001
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Node: Diff output format84754
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Node: Diff output format85211
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Ref: #diff-output-format84923
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Ref: #diff-output-format85380
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Node: rewrite vs print --auto86015
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Node: rewrite vs print --auto86472
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Ref: #rewrite-vs.-print---auto86194
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Ref: #rewrite-vs.-print---auto86651
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Node: roi86750
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Node: roi87207
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Ref: #roi86848
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Ref: #roi87305
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Node: stats87860
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Node: stats88317
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Ref: #stats87959
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Ref: #stats88416
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Node: tags88713
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Node: tags89170
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Ref: #tags88811
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Ref: #tags89268
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Node: test89041
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Node: test89498
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Ref: #test89125
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Ref: #test89582
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Node: ADD-ON COMMANDS89886
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Node: ADD-ON COMMANDS90343
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Ref: #add-on-commands89996
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Ref: #add-on-commands90453
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Node: Official add-ons91283
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Node: Official add-ons91740
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Ref: #official-add-ons91423
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Ref: #official-add-ons91880
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Node: api91510
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Node: api91967
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Ref: #api91599
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Ref: #api92056
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Node: ui91651
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Node: ui92108
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Ref: #ui91750
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Ref: #ui92207
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Node: web91808
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Node: web92265
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Ref: #web91897
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Ref: #web92354
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Node: Third party add-ons91943
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Node: Third party add-ons92400
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Ref: #third-party-add-ons92118
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Ref: #third-party-add-ons92575
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Node: diff92253
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Node: diff92710
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Ref: #diff92350
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Ref: #diff92807
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Node: iadd92449
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Node: iadd92906
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Ref: #iadd92563
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Ref: #iadd93020
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Node: interest92646
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Node: interest93103
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Ref: #interest92767
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Ref: #interest93224
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Node: irr92862
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Node: irr93319
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Ref: #irr92960
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Ref: #irr93417
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Node: Experimental add-ons93091
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Node: Experimental add-ons93548
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Ref: #experimental-add-ons93243
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Ref: #experimental-add-ons93700
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Node: autosync93523
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Node: autosync93980
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Ref: #autosync93634
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Ref: #autosync94091
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Node: chart93873
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Node: chart94330
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Ref: #chart93992
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Ref: #chart94449
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Node: check94063
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Node: check94520
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Ref: #check94165
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Ref: #check94622
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End Tag Table
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End Tag Table
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@ -1251,13 +1251,12 @@ COMMANDS
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not shown). Second, all accounts which existed at the report start
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not shown). Second, all accounts which existed at the report start
|
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date will be considered, not just the ones with activity during the
|
date will be considered, not just the ones with activity during the
|
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report period (use -E to include low-activity accounts which would oth-
|
report period (use -E to include low-activity accounts which would oth-
|
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erwise would be omitted). With --budget, --empty also shows unbudgeted
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erwise would be omitted).
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accounts.
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|
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|
|
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The -T/--row-total flag adds an additional column showing the total for
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The -T/--row-total flag adds an additional column showing the total for
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each row.
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each row.
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The -A/--average flag adds a column showing the average value in each
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The -A/--average flag adds a column showing the average value in each
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row.
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row.
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Here's an example of all three:
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Here's an example of all three:
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@ -1281,20 +1280,20 @@ COMMANDS
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Limitations:
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Limitations:
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In multicolumn reports the -V/--value flag uses the market price on the
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In multicolumn reports the -V/--value flag uses the market price on the
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report end date, for all columns (not the price on each column's end
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report end date, for all columns (not the price on each column's end
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date).
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date).
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Eliding of boring parent accounts in tree mode, as in the classic bal-
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Eliding of boring parent accounts in tree mode, as in the classic bal-
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ance report, is not yet supported in multicolumn reports.
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ance report, is not yet supported in multicolumn reports.
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Budget report
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Budget report
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With --budget, extra columns are displayed showing budget goals for
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With --budget, extra columns are displayed showing budget goals for
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each account and period, if any. Budget goals are defined by periodic
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each account and period, if any. Budget goals are defined by periodic
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transactions. This is very useful for comparing planned and actual
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transactions. This is very useful for comparing planned and actual
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income, expenses, time usage, etc. --budget is most often combined
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income, expenses, time usage, etc. --budget is most often combined
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with a report interval.
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with a report interval.
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For example, you can take average monthly expenses in the common
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For example, you can take average monthly expenses in the common
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expense categories to construct a minimal monthly budget:
|
expense categories to construct a minimal monthly budget:
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;; Budget
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;; Budget
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@ -1339,13 +1338,28 @@ COMMANDS
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----------------------++----------------------------------------------------
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----------------------++----------------------------------------------------
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|| 0 [ 0] 0 [ 0]
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|| 0 [ 0] 0 [ 0]
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By default, only accounts with budget goals during the report period
|
Note this is different from a normal balance report in several ways:
|
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are shown. In the example above, transactions in expenses:gifts and
|
|
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expenses:supplies are counted towards expenses budget, but accounts
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|
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expenses:gifts and expenses:supplies are not shown, as they don't have
|
|
||||||
any budgets.
|
|
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|
|
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You can use --empty shows unbudgeted accounts as well:
|
o Only accounts with budget goals during the report period are shown,
|
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|
by default.
|
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|
|
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|
o In each column, in square brackets after the actual amount, budgeted
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||||||
|
amounts are shown, along with the percentage of budget used.
|
||||||
|
|
||||||
|
o All parent accounts are always shown, even in flat mode. Eg assets,
|
||||||
|
assets:bank, and expenses above.
|
||||||
|
|
||||||
|
o Amounts always include all subaccounts, budgeted or unbudgeted, even
|
||||||
|
in flat mode.
|
||||||
|
|
||||||
|
This means that the numbers displayed will not always add up! Eg above,
|
||||||
|
the expenses actual amount includes the gifts and supplies transac-
|
||||||
|
tions, but the expenses:gifts and expenses:supplies accounts are not
|
||||||
|
shown, as they have no budget amounts declared.
|
||||||
|
|
||||||
|
This can be confusing. When you need to make things clearer, use the
|
||||||
|
-E/--empty flag, which will reveal all accounts including unbudgeted
|
||||||
|
ones, giving the full picture. Eg:
|
||||||
|
|
||||||
$ hledger balance -M --budget --empty
|
$ hledger balance -M --budget --empty
|
||||||
Budget performance in 2017/11/01-2017/12/31:
|
Budget performance in 2017/11/01-2017/12/31:
|
||||||
@ -1383,18 +1397,15 @@ COMMANDS
|
|||||||
----------------------++----------------------------------------------------
|
----------------------++----------------------------------------------------
|
||||||
|| 0 [ 0] 0 [ 0]
|
|| 0 [ 0] 0 [ 0]
|
||||||
|
|
||||||
Note, the -S/--sort-amount flag is not yet fully supported with --bud-
|
|
||||||
get.
|
|
||||||
|
|
||||||
For more examples, see Budgeting and Forecasting.
|
For more examples, see Budgeting and Forecasting.
|
||||||
|
|
||||||
Nested budgets
|
Nested budgets
|
||||||
You can add budgets to any account in your account hierarchy. If you
|
You can add budgets to any account in your account hierarchy. If you
|
||||||
have budgets on both parent account and some of its children, then bud-
|
have budgets on both parent account and some of its children, then bud-
|
||||||
get(s) of the child account(s) would be added to the budget of their
|
get(s) of the child account(s) would be added to the budget of their
|
||||||
parent, much like account balances behave.
|
parent, much like account balances behave.
|
||||||
|
|
||||||
In the most simple case this means that once you add a budget to any
|
In the most simple case this means that once you add a budget to any
|
||||||
account, all its parents would have budget as well.
|
account, all its parents would have budget as well.
|
||||||
|
|
||||||
To illustrate this, consider the following budget:
|
To illustrate this, consider the following budget:
|
||||||
@ -1404,13 +1415,13 @@ COMMANDS
|
|||||||
expenses:personal:electronics $100.00
|
expenses:personal:electronics $100.00
|
||||||
liabilities
|
liabilities
|
||||||
|
|
||||||
With this, monthly budget for electronics is defined to be $100 and
|
With this, monthly budget for electronics is defined to be $100 and
|
||||||
budget for personal expenses is an additional $1000, which implicity
|
budget for personal expenses is an additional $1000, which implicity
|
||||||
means that budget for both expenses:personal and expenses is $1100.
|
means that budget for both expenses:personal and expenses is $1100.
|
||||||
|
|
||||||
Transactions in expenses:personal:electronics will be counted both
|
Transactions in expenses:personal:electronics will be counted both
|
||||||
towards its $100 budget and $1100 of expenses:personal , and transac-
|
towards its $100 budget and $1100 of expenses:personal , and transac-
|
||||||
tions in any other subaccount of expenses:personal would be counted
|
tions in any other subaccount of expenses:personal would be counted
|
||||||
towards only towards the budget of expenses:personal.
|
towards only towards the budget of expenses:personal.
|
||||||
|
|
||||||
For example, let's consider these transactions:
|
For example, let's consider these transactions:
|
||||||
@ -1436,9 +1447,9 @@ COMMANDS
|
|||||||
expenses:personal $30.00
|
expenses:personal $30.00
|
||||||
liabilities
|
liabilities
|
||||||
|
|
||||||
As you can see, we have transactions in expenses:personal:electron-
|
As you can see, we have transactions in expenses:personal:electron-
|
||||||
ics:upgrades and expenses:personal:train tickets, and since both of
|
ics:upgrades and expenses:personal:train tickets, and since both of
|
||||||
these accounts are without explicitly defined budget, these transac-
|
these accounts are without explicitly defined budget, these transac-
|
||||||
tions would be counted towards budgets of expenses:personal:electronics
|
tions would be counted towards budgets of expenses:personal:electronics
|
||||||
and expenses:personal accordingly:
|
and expenses:personal accordingly:
|
||||||
|
|
||||||
@ -1454,7 +1465,7 @@ COMMANDS
|
|||||||
-------------------------------++-------------------------------
|
-------------------------------++-------------------------------
|
||||||
|| 0 [ 0]
|
|| 0 [ 0]
|
||||||
|
|
||||||
And with --empty, we can get a better picture of budget allocation and
|
And with --empty, we can get a better picture of budget allocation and
|
||||||
consumption:
|
consumption:
|
||||||
|
|
||||||
$ hledger balance --budget -M --empty
|
$ hledger balance --budget -M --empty
|
||||||
@ -1472,17 +1483,17 @@ COMMANDS
|
|||||||
|| 0 [ 0]
|
|| 0 [ 0]
|
||||||
|
|
||||||
Output format
|
Output format
|
||||||
The balance command supports output destination and output format
|
The balance command supports output destination and output format
|
||||||
selection.
|
selection.
|
||||||
|
|
||||||
balancesheet
|
balancesheet
|
||||||
balancesheet, bs
|
balancesheet, bs
|
||||||
This command displays a simple balance sheet, showing historical ending
|
This command displays a simple balance sheet, showing historical ending
|
||||||
balances of asset and liability accounts (ignoring any report begin
|
balances of asset and liability accounts (ignoring any report begin
|
||||||
date). It assumes that these accounts are under a top-level asset or
|
date). It assumes that these accounts are under a top-level asset or
|
||||||
liability account (case insensitive, plural forms also allowed).
|
liability account (case insensitive, plural forms also allowed).
|
||||||
|
|
||||||
Note this report shows all account balances with normal positive sign
|
Note this report shows all account balances with normal positive sign
|
||||||
(like conventional financial statements, unlike balance/print/register)
|
(like conventional financial statements, unlike balance/print/register)
|
||||||
(experimental).
|
(experimental).
|
||||||
|
|
||||||
@ -1508,17 +1519,17 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. As with multicolumn balance reports, you can alter the
|
report period. As with multicolumn balance reports, you can alter the
|
||||||
report mode with --change/--cumulative/--historical. Normally bal-
|
report mode with --change/--cumulative/--historical. Normally bal-
|
||||||
ancesheet shows historical ending balances, which is what you need for
|
ancesheet shows historical ending balances, which is what you need for
|
||||||
a balance sheet; note this means it ignores report begin dates.
|
a balance sheet; note this means it ignores report begin dates.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
balancesheetequity
|
balancesheetequity
|
||||||
balancesheetequity, bse
|
balancesheetequity, bse
|
||||||
Just like balancesheet, but also reports Equity (which it assumes is
|
Just like balancesheet, but also reports Equity (which it assumes is
|
||||||
under a top-level equity account).
|
under a top-level equity account).
|
||||||
|
|
||||||
Example:
|
Example:
|
||||||
@ -1549,10 +1560,10 @@ COMMANDS
|
|||||||
|
|
||||||
cashflow
|
cashflow
|
||||||
cashflow, cf
|
cashflow, cf
|
||||||
This command displays a simple cashflow statement, showing changes in
|
This command displays a simple cashflow statement, showing changes in
|
||||||
"cash" accounts. It assumes that these accounts are under a top-level
|
"cash" accounts. It assumes that these accounts are under a top-level
|
||||||
asset account (case insensitive, plural forms also allowed) and do not
|
asset account (case insensitive, plural forms also allowed) and do not
|
||||||
contain receivable or A/R in their name. Note this report shows all
|
contain receivable or A/R in their name. Note this report shows all
|
||||||
account balances with normal positive sign (like conventional financial
|
account balances with normal positive sign (like conventional financial
|
||||||
statements, unlike balance/print/register) (experimental).
|
statements, unlike balance/print/register) (experimental).
|
||||||
|
|
||||||
@ -1573,77 +1584,77 @@ COMMANDS
|
|||||||
$-1
|
$-1
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. Normally cashflow shows changes in assets per period,
|
report period. Normally cashflow shows changes in assets per period,
|
||||||
though as with multicolumn balance reports you can alter the report
|
though as with multicolumn balance reports you can alter the report
|
||||||
mode with --change/--cumulative/--historical.
|
mode with --change/--cumulative/--historical.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
check-dates
|
check-dates
|
||||||
check-dates
|
check-dates
|
||||||
Check that transactions are sorted by increasing date. With --date2,
|
Check that transactions are sorted by increasing date. With --date2,
|
||||||
checks secondary dates instead. With --strict, dates must also be
|
checks secondary dates instead. With --strict, dates must also be
|
||||||
unique. With a query, only matched transactions' dates are checked.
|
unique. With a query, only matched transactions' dates are checked.
|
||||||
Reads the default journal file, or another specified with -f.
|
Reads the default journal file, or another specified with -f.
|
||||||
|
|
||||||
check-dupes
|
check-dupes
|
||||||
check-dupes
|
check-dupes
|
||||||
Reports account names having the same leaf but different prefixes. In
|
Reports account names having the same leaf but different prefixes. In
|
||||||
other words, two or more leaves that are categorized differently.
|
other words, two or more leaves that are categorized differently.
|
||||||
Reads the default journal file, or another specified as an argument.
|
Reads the default journal file, or another specified as an argument.
|
||||||
|
|
||||||
An example: http://stefanorodighiero.net/software/hledger-dupes.html
|
An example: http://stefanorodighiero.net/software/hledger-dupes.html
|
||||||
|
|
||||||
close
|
close
|
||||||
close, equity
|
close, equity
|
||||||
Prints a "closing balances" transaction and an "opening balances"
|
Prints a "closing balances" transaction and an "opening balances"
|
||||||
transaction that bring account balances to and from zero, respectively.
|
transaction that bring account balances to and from zero, respectively.
|
||||||
Useful for bringing asset/liability balances forward into a new journal
|
Useful for bringing asset/liability balances forward into a new journal
|
||||||
file, or for closing out revenues/expenses to retained earnings at the
|
file, or for closing out revenues/expenses to retained earnings at the
|
||||||
end of a period.
|
end of a period.
|
||||||
|
|
||||||
The closing transaction transfers balances to "equity:closing bal-
|
The closing transaction transfers balances to "equity:closing bal-
|
||||||
ances". The opening transaction transfers balances from "equity:open-
|
ances". The opening transaction transfers balances from "equity:open-
|
||||||
ing balances". You can chose to print just one of the transactions by
|
ing balances". You can chose to print just one of the transactions by
|
||||||
using the --opening or --closing flag.
|
using the --opening or --closing flag.
|
||||||
|
|
||||||
If you split your journal files by time (eg yearly), you will typically
|
If you split your journal files by time (eg yearly), you will typically
|
||||||
run this command at the end of the year, and save the closing transac-
|
run this command at the end of the year, and save the closing transac-
|
||||||
tion as last entry of the old file, and the opening transaction as the
|
tion as last entry of the old file, and the opening transaction as the
|
||||||
first entry of the new file. This makes the files self contained, so
|
first entry of the new file. This makes the files self contained, so
|
||||||
that correct balances are reported no matter which of them are loaded.
|
that correct balances are reported no matter which of them are loaded.
|
||||||
Ie, if you load just one file, the balances are initialised correctly;
|
Ie, if you load just one file, the balances are initialised correctly;
|
||||||
or if you load several files, the redundant closing/opening transac-
|
or if you load several files, the redundant closing/opening transac-
|
||||||
tions cancel each other out. (They will show up in print or register
|
tions cancel each other out. (They will show up in print or register
|
||||||
reports; you can exclude them with a query like not:desc:'(open-
|
reports; you can exclude them with a query like not:desc:'(open-
|
||||||
ing|closing) balances'.)
|
ing|closing) balances'.)
|
||||||
|
|
||||||
If you're running a business, you might also use this command to "close
|
If you're running a business, you might also use this command to "close
|
||||||
the books" at the end of an accounting period, transferring income
|
the books" at the end of an accounting period, transferring income
|
||||||
statement account balances to retained earnings. (You may want to
|
statement account balances to retained earnings. (You may want to
|
||||||
change the equity account name to something like "equity:retained earn-
|
change the equity account name to something like "equity:retained earn-
|
||||||
ings".)
|
ings".)
|
||||||
|
|
||||||
By default, the closing transaction is dated yesterday, the balances
|
By default, the closing transaction is dated yesterday, the balances
|
||||||
are calculated as of end of yesterday, and the opening transaction is
|
are calculated as of end of yesterday, and the opening transaction is
|
||||||
dated today. To close on some other date, use: hledger close -e OPEN-
|
dated today. To close on some other date, use: hledger close -e OPEN-
|
||||||
INGDATE. Eg, to close/open on the 2018/2019 boundary, use -e 2019.
|
INGDATE. Eg, to close/open on the 2018/2019 boundary, use -e 2019.
|
||||||
You can also use -p or date:PERIOD (any starting date is ignored).
|
You can also use -p or date:PERIOD (any starting date is ignored).
|
||||||
|
|
||||||
Both transactions will include balance assertions for the
|
Both transactions will include balance assertions for the
|
||||||
closed/reopened accounts. You probably shouldn't use status or real-
|
closed/reopened accounts. You probably shouldn't use status or real-
|
||||||
ness filters (like -C or -R or status:) with this command, or the gen-
|
ness filters (like -C or -R or status:) with this command, or the gen-
|
||||||
erated balance assertions will depend on these flags. Likewise, if you
|
erated balance assertions will depend on these flags. Likewise, if you
|
||||||
run this command with --auto, the balance assertions will probably
|
run this command with --auto, the balance assertions will probably
|
||||||
always require --auto.
|
always require --auto.
|
||||||
|
|
||||||
Examples:
|
Examples:
|
||||||
|
|
||||||
Carrying asset/liability balances into a new file for 2019, all from
|
Carrying asset/liability balances into a new file for 2019, all from
|
||||||
command line:
|
command line:
|
||||||
|
|
||||||
Warning: we use >> here to append; be careful not to type a single >
|
Warning: we use >> here to append; be careful not to type a single >
|
||||||
which would wipe your journal!
|
which would wipe your journal!
|
||||||
|
|
||||||
$ hledger close -f 2018.journal -e 2019 assets liabilities --opening >>2019.journal
|
$ hledger close -f 2018.journal -e 2019 assets liabilities --opening >>2019.journal
|
||||||
@ -1676,20 +1687,20 @@ COMMANDS
|
|||||||
|
|
||||||
files
|
files
|
||||||
files
|
files
|
||||||
List all files included in the journal. With a REGEX argument, only
|
List all files included in the journal. With a REGEX argument, only
|
||||||
file names matching the regular expression (case sensitive) are shown.
|
file names matching the regular expression (case sensitive) are shown.
|
||||||
|
|
||||||
help
|
help
|
||||||
help
|
help
|
||||||
Show any of the hledger manuals.
|
Show any of the hledger manuals.
|
||||||
|
|
||||||
The help command displays any of the main hledger manuals, in one of
|
The help command displays any of the main hledger manuals, in one of
|
||||||
several ways. Run it with no argument to list the manuals, or provide
|
several ways. Run it with no argument to list the manuals, or provide
|
||||||
a full or partial manual name to select one.
|
a full or partial manual name to select one.
|
||||||
|
|
||||||
hledger manuals are available in several formats. hledger help will
|
hledger manuals are available in several formats. hledger help will
|
||||||
use the first of these display methods that it finds: info, man,
|
use the first of these display methods that it finds: info, man,
|
||||||
$PAGER, less, stdout (or when non-interactive, just stdout). You can
|
$PAGER, less, stdout (or when non-interactive, just stdout). You can
|
||||||
force a particular viewer with the --info, --man, --pager, --cat flags.
|
force a particular viewer with the --info, --man, --pager, --cat flags.
|
||||||
|
|
||||||
Examples:
|
Examples:
|
||||||
@ -1716,8 +1727,8 @@ COMMANDS
|
|||||||
|
|
||||||
import
|
import
|
||||||
import
|
import
|
||||||
Read new transactions added to each FILE since last run, and add them
|
Read new transactions added to each FILE since last run, and add them
|
||||||
to the main journal file. Or with --dry-run, just print the transac-
|
to the main journal file. Or with --dry-run, just print the transac-
|
||||||
tions that would be added.
|
tions that would be added.
|
||||||
|
|
||||||
The input files are specified as arguments - no need to write -f before
|
The input files are specified as arguments - no need to write -f before
|
||||||
@ -1728,22 +1739,22 @@ COMMANDS
|
|||||||
ing transactions are always added to the input files in increasing date
|
ing transactions are always added to the input files in increasing date
|
||||||
order, and by saving .latest.FILE state files.
|
order, and by saving .latest.FILE state files.
|
||||||
|
|
||||||
The --dry-run output is in journal format, so you can filter it, eg to
|
The --dry-run output is in journal format, so you can filter it, eg to
|
||||||
see only uncategorised transactions:
|
see only uncategorised transactions:
|
||||||
|
|
||||||
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
|
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
|
||||||
|
|
||||||
incomestatement
|
incomestatement
|
||||||
incomestatement, is
|
incomestatement, is
|
||||||
This command displays a simple income statement, showing revenues and
|
This command displays a simple income statement, showing revenues and
|
||||||
expenses during a period. It assumes that these accounts are under a
|
expenses during a period. It assumes that these accounts are under a
|
||||||
top-level revenue or income or expense account (case insensitive, plu-
|
top-level revenue or income or expense account (case insensitive, plu-
|
||||||
ral forms also allowed). Note this report shows all account balances
|
ral forms also allowed). Note this report shows all account balances
|
||||||
with normal positive sign (like conventional financial statements,
|
with normal positive sign (like conventional financial statements,
|
||||||
unlike balance/print/register) (experimental).
|
unlike balance/print/register) (experimental).
|
||||||
|
|
||||||
This command displays a simple income statement. It currently assumes
|
This command displays a simple income statement. It currently assumes
|
||||||
that you have top-level accounts named income (or revenue) and expense
|
that you have top-level accounts named income (or revenue) and expense
|
||||||
(plural forms also allowed.)
|
(plural forms also allowed.)
|
||||||
|
|
||||||
$ hledger incomestatement
|
$ hledger incomestatement
|
||||||
@ -1768,19 +1779,19 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. Normally incomestatement shows revenues/expenses per
|
report period. Normally incomestatement shows revenues/expenses per
|
||||||
period, though as with multicolumn balance reports you can alter the
|
period, though as with multicolumn balance reports you can alter the
|
||||||
report mode with --change/--cumulative/--historical.
|
report mode with --change/--cumulative/--historical.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
prices
|
prices
|
||||||
prices
|
prices
|
||||||
Print market price directives from the journal. With --costs, also
|
Print market price directives from the journal. With --costs, also
|
||||||
print synthetic market prices based on transaction prices. With
|
print synthetic market prices based on transaction prices. With
|
||||||
--inverted-costs, also print inverse prices based on transaction
|
--inverted-costs, also print inverse prices based on transaction
|
||||||
prices. Prices (and postings providing prices) can be filtered by a
|
prices. Prices (and postings providing prices) can be filtered by a
|
||||||
query.
|
query.
|
||||||
|
|
||||||
print
|
print
|
||||||
@ -1788,11 +1799,11 @@ COMMANDS
|
|||||||
Show transaction journal entries, sorted by date.
|
Show transaction journal entries, sorted by date.
|
||||||
|
|
||||||
The print command displays full journal entries (transactions) from the
|
The print command displays full journal entries (transactions) from the
|
||||||
journal file in date order, tidily formatted. With --date2, transac-
|
journal file in date order, tidily formatted. With --date2, transac-
|
||||||
tions are sorted by secondary date instead.
|
tions are sorted by secondary date instead.
|
||||||
|
|
||||||
print's output is always a valid hledger journal.
|
print's output is always a valid hledger journal.
|
||||||
It preserves all transaction information, but it does not preserve
|
It preserves all transaction information, but it does not preserve
|
||||||
directives or inter-transaction comments
|
directives or inter-transaction comments
|
||||||
|
|
||||||
$ hledger print
|
$ hledger print
|
||||||
@ -1818,39 +1829,39 @@ COMMANDS
|
|||||||
assets:bank:checking $-1
|
assets:bank:checking $-1
|
||||||
|
|
||||||
Normally, the journal entry's explicit or implicit amount style is pre-
|
Normally, the journal entry's explicit or implicit amount style is pre-
|
||||||
served. Ie when an amount is omitted in the journal, it will be omit-
|
served. Ie when an amount is omitted in the journal, it will be omit-
|
||||||
ted in the output. You can use the -x/--explicit flag to make all
|
ted in the output. You can use the -x/--explicit flag to make all
|
||||||
amounts explicit, which can be useful for troubleshooting or for making
|
amounts explicit, which can be useful for troubleshooting or for making
|
||||||
your journal more readable and robust against data entry errors. Note,
|
your journal more readable and robust against data entry errors. Note,
|
||||||
-x will cause postings with a multi-commodity amount (these can arise
|
-x will cause postings with a multi-commodity amount (these can arise
|
||||||
when a multi-commodity transaction has an implicit amount) will be
|
when a multi-commodity transaction has an implicit amount) will be
|
||||||
split into multiple single-commodity postings, for valid journal out-
|
split into multiple single-commodity postings, for valid journal out-
|
||||||
put.
|
put.
|
||||||
|
|
||||||
With -B/--cost, amounts with transaction prices are converted to cost
|
With -B/--cost, amounts with transaction prices are converted to cost
|
||||||
using that price. This can be used for troubleshooting.
|
using that price. This can be used for troubleshooting.
|
||||||
|
|
||||||
With -m/--match and a STR argument, print will show at most one trans-
|
With -m/--match and a STR argument, print will show at most one trans-
|
||||||
action: the one one whose description is most similar to STR, and is
|
action: the one one whose description is most similar to STR, and is
|
||||||
most recent. STR should contain at least two characters. If there is
|
most recent. STR should contain at least two characters. If there is
|
||||||
no similar-enough match, no transaction will be shown.
|
no similar-enough match, no transaction will be shown.
|
||||||
|
|
||||||
With --new, for each FILE being read, hledger reads (and writes) a spe-
|
With --new, for each FILE being read, hledger reads (and writes) a spe-
|
||||||
cial state file (.latest.FILE in the same directory), containing the
|
cial state file (.latest.FILE in the same directory), containing the
|
||||||
latest transaction date(s) that were seen last time FILE was read.
|
latest transaction date(s) that were seen last time FILE was read.
|
||||||
When this file is found, only transactions with newer dates (and new
|
When this file is found, only transactions with newer dates (and new
|
||||||
transactions on the latest date) are printed. This is useful for
|
transactions on the latest date) are printed. This is useful for
|
||||||
ignoring already-seen entries in import data, such as downloaded CSV
|
ignoring already-seen entries in import data, such as downloaded CSV
|
||||||
files. Eg:
|
files. Eg:
|
||||||
|
|
||||||
$ hledger -f bank1.csv print --new
|
$ hledger -f bank1.csv print --new
|
||||||
# shows transactions added since last print --new on this file
|
# shows transactions added since last print --new on this file
|
||||||
|
|
||||||
This assumes that transactions added to FILE always have same or
|
This assumes that transactions added to FILE always have same or
|
||||||
increasing dates, and that transactions on the same day do not get
|
increasing dates, and that transactions on the same day do not get
|
||||||
reordered. See also the import command.
|
reordered. See also the import command.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion. Here's an example of print's CSV output:
|
tion. Here's an example of print's CSV output:
|
||||||
|
|
||||||
$ hledger print -Ocsv
|
$ hledger print -Ocsv
|
||||||
@ -1867,20 +1878,20 @@ COMMANDS
|
|||||||
"5","2008/12/31","","*","","pay off","","liabilities:debts","1","$","","1","",""
|
"5","2008/12/31","","*","","pay off","","liabilities:debts","1","$","","1","",""
|
||||||
"5","2008/12/31","","*","","pay off","","assets:bank:checking","-1","$","1","","",""
|
"5","2008/12/31","","*","","pay off","","assets:bank:checking","-1","$","1","","",""
|
||||||
|
|
||||||
o There is one CSV record per posting, with the parent transaction's
|
o There is one CSV record per posting, with the parent transaction's
|
||||||
fields repeated.
|
fields repeated.
|
||||||
|
|
||||||
o The "txnidx" (transaction index) field shows which postings belong to
|
o The "txnidx" (transaction index) field shows which postings belong to
|
||||||
the same transaction. (This number might change if transactions are
|
the same transaction. (This number might change if transactions are
|
||||||
reordered within the file, files are parsed/included in a different
|
reordered within the file, files are parsed/included in a different
|
||||||
order, etc.)
|
order, etc.)
|
||||||
|
|
||||||
o The amount is separated into "commodity" (the symbol) and "amount"
|
o The amount is separated into "commodity" (the symbol) and "amount"
|
||||||
(numeric quantity) fields.
|
(numeric quantity) fields.
|
||||||
|
|
||||||
o The numeric amount is repeated in either the "credit" or "debit" col-
|
o The numeric amount is repeated in either the "credit" or "debit" col-
|
||||||
umn, for convenience. (Those names are not accurate in the account-
|
umn, for convenience. (Those names are not accurate in the account-
|
||||||
ing sense; it just puts negative amounts under credit and zero or
|
ing sense; it just puts negative amounts under credit and zero or
|
||||||
greater amounts under debit.)
|
greater amounts under debit.)
|
||||||
|
|
||||||
print-unique
|
print-unique
|
||||||
@ -1904,7 +1915,7 @@ COMMANDS
|
|||||||
Show postings and their running total.
|
Show postings and their running total.
|
||||||
|
|
||||||
The register command displays postings in date order, one per line, and
|
The register command displays postings in date order, one per line, and
|
||||||
their running total. This is typically used with a query selecting a
|
their running total. This is typically used with a query selecting a
|
||||||
particular account, to see that account's activity:
|
particular account, to see that account's activity:
|
||||||
|
|
||||||
$ hledger register checking
|
$ hledger register checking
|
||||||
@ -1915,8 +1926,8 @@ COMMANDS
|
|||||||
|
|
||||||
With --date2, it shows and sorts by secondary date instead.
|
With --date2, it shows and sorts by secondary date instead.
|
||||||
|
|
||||||
The --historical/-H flag adds the balance from any undisplayed prior
|
The --historical/-H flag adds the balance from any undisplayed prior
|
||||||
postings to the running total. This is useful when you want to see
|
postings to the running total. This is useful when you want to see
|
||||||
only recent activity, with a historically accurate running balance:
|
only recent activity, with a historically accurate running balance:
|
||||||
|
|
||||||
$ hledger register checking -b 2008/6 --historical
|
$ hledger register checking -b 2008/6 --historical
|
||||||
@ -1926,30 +1937,30 @@ COMMANDS
|
|||||||
|
|
||||||
The --depth option limits the amount of sub-account detail displayed.
|
The --depth option limits the amount of sub-account detail displayed.
|
||||||
|
|
||||||
The --average/-A flag shows the running average posting amount instead
|
The --average/-A flag shows the running average posting amount instead
|
||||||
of the running total (so, the final number displayed is the average for
|
of the running total (so, the final number displayed is the average for
|
||||||
the whole report period). This flag implies --empty (see below). It
|
the whole report period). This flag implies --empty (see below). It
|
||||||
is affected by --historical. It works best when showing just one
|
is affected by --historical. It works best when showing just one
|
||||||
account and one commodity.
|
account and one commodity.
|
||||||
|
|
||||||
The --related/-r flag shows the other postings in the transactions of
|
The --related/-r flag shows the other postings in the transactions of
|
||||||
the postings which would normally be shown.
|
the postings which would normally be shown.
|
||||||
|
|
||||||
The --invert flag negates all amounts. For example, it can be used on
|
The --invert flag negates all amounts. For example, it can be used on
|
||||||
an income account where amounts are normally displayed as negative num-
|
an income account where amounts are normally displayed as negative num-
|
||||||
bers. It's also useful to show postings on the checking account
|
bers. It's also useful to show postings on the checking account
|
||||||
together with the related account:
|
together with the related account:
|
||||||
|
|
||||||
$ hledger register --related --invert assets:checking
|
$ hledger register --related --invert assets:checking
|
||||||
|
|
||||||
With a reporting interval, register shows summary postings, one per
|
With a reporting interval, register shows summary postings, one per
|
||||||
interval, aggregating the postings to each account:
|
interval, aggregating the postings to each account:
|
||||||
|
|
||||||
$ hledger register --monthly income
|
$ hledger register --monthly income
|
||||||
2008/01 income:salary $-1 $-1
|
2008/01 income:salary $-1 $-1
|
||||||
2008/06 income:gifts $-1 $-2
|
2008/06 income:gifts $-1 $-2
|
||||||
|
|
||||||
Periods with no activity, and summary postings with a zero amount, are
|
Periods with no activity, and summary postings with a zero amount, are
|
||||||
not shown by default; use the --empty/-E flag to see them:
|
not shown by default; use the --empty/-E flag to see them:
|
||||||
|
|
||||||
$ hledger register --monthly income -E
|
$ hledger register --monthly income -E
|
||||||
@ -1966,7 +1977,7 @@ COMMANDS
|
|||||||
2008/11 0 $-2
|
2008/11 0 $-2
|
||||||
2008/12 0 $-2
|
2008/12 0 $-2
|
||||||
|
|
||||||
Often, you'll want to see just one line per interval. The --depth
|
Often, you'll want to see just one line per interval. The --depth
|
||||||
option helps with this, causing subaccounts to be aggregated:
|
option helps with this, causing subaccounts to be aggregated:
|
||||||
|
|
||||||
$ hledger register --monthly assets --depth 1h
|
$ hledger register --monthly assets --depth 1h
|
||||||
@ -1974,19 +1985,19 @@ COMMANDS
|
|||||||
2008/06 assets $-1 0
|
2008/06 assets $-1 0
|
||||||
2008/12 assets $-1 $-1
|
2008/12 assets $-1 $-1
|
||||||
|
|
||||||
Note when using report intervals, if you specify start/end dates these
|
Note when using report intervals, if you specify start/end dates these
|
||||||
will be adjusted outward if necessary to contain a whole number of
|
will be adjusted outward if necessary to contain a whole number of
|
||||||
intervals. This ensures that the first and last intervals are full
|
intervals. This ensures that the first and last intervals are full
|
||||||
length and comparable to the others in the report.
|
length and comparable to the others in the report.
|
||||||
|
|
||||||
Custom register output
|
Custom register output
|
||||||
register uses the full terminal width by default, except on windows.
|
register uses the full terminal width by default, except on windows.
|
||||||
You can override this by setting the COLUMNS environment variable (not
|
You can override this by setting the COLUMNS environment variable (not
|
||||||
a bash shell variable) or by using the --width/-w option.
|
a bash shell variable) or by using the --width/-w option.
|
||||||
|
|
||||||
The description and account columns normally share the space equally
|
The description and account columns normally share the space equally
|
||||||
(about half of (width - 40) each). You can adjust this by adding a
|
(about half of (width - 40) each). You can adjust this by adding a
|
||||||
description width as part of --width's argument, comma-separated:
|
description width as part of --width's argument, comma-separated:
|
||||||
--width W,D . Here's a diagram (won't display correctly in --help):
|
--width W,D . Here's a diagram (won't display correctly in --help):
|
||||||
|
|
||||||
<--------------------------------- width (W) ---------------------------------->
|
<--------------------------------- width (W) ---------------------------------->
|
||||||
@ -2002,27 +2013,27 @@ COMMANDS
|
|||||||
$ hledger reg -w 100,40 # set overall width 100, description width 40
|
$ hledger reg -w 100,40 # set overall width 100, description width 40
|
||||||
$ hledger reg -w $COLUMNS,40 # use terminal width, & description width 40
|
$ hledger reg -w $COLUMNS,40 # use terminal width, & description width 40
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
register-match
|
register-match
|
||||||
register-match
|
register-match
|
||||||
Print the one posting whose transaction description is closest to DESC,
|
Print the one posting whose transaction description is closest to DESC,
|
||||||
in the style of the register command. If there are multiple equally
|
in the style of the register command. If there are multiple equally
|
||||||
good matches, it shows the most recent. Query options (options, not
|
good matches, it shows the most recent. Query options (options, not
|
||||||
arguments) can be used to restrict the search space. Helps
|
arguments) can be used to restrict the search space. Helps
|
||||||
ledger-autosync detect already-seen transactions when importing.
|
ledger-autosync detect already-seen transactions when importing.
|
||||||
|
|
||||||
rewrite
|
rewrite
|
||||||
rewrite
|
rewrite
|
||||||
Print all transactions, rewriting the postings of matched transactions.
|
Print all transactions, rewriting the postings of matched transactions.
|
||||||
For now the only rewrite available is adding new postings, like print
|
For now the only rewrite available is adding new postings, like print
|
||||||
--auto.
|
--auto.
|
||||||
|
|
||||||
This is a start at a generic rewriter of transaction entries. It reads
|
This is a start at a generic rewriter of transaction entries. It reads
|
||||||
the default journal and prints the transactions, like print, but adds
|
the default journal and prints the transactions, like print, but adds
|
||||||
one or more specified postings to any transactions matching QUERY. The
|
one or more specified postings to any transactions matching QUERY. The
|
||||||
posting amounts can be fixed, or a multiplier of the existing transac-
|
posting amounts can be fixed, or a multiplier of the existing transac-
|
||||||
tion's first posting amount.
|
tion's first posting amount.
|
||||||
|
|
||||||
Examples:
|
Examples:
|
||||||
@ -2038,7 +2049,7 @@ COMMANDS
|
|||||||
(reserve:grocery) *0.25 ; reserve 25% for grocery
|
(reserve:grocery) *0.25 ; reserve 25% for grocery
|
||||||
(reserve:) *0.25 ; reserve 25% for grocery
|
(reserve:) *0.25 ; reserve 25% for grocery
|
||||||
|
|
||||||
Note the single quotes to protect the dollar sign from bash, and the
|
Note the single quotes to protect the dollar sign from bash, and the
|
||||||
two spaces between account and amount.
|
two spaces between account and amount.
|
||||||
|
|
||||||
More:
|
More:
|
||||||
@ -2048,16 +2059,16 @@ COMMANDS
|
|||||||
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts) *-1"'
|
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts) *-1"'
|
||||||
$ hledger rewrite -- ^income --add-posting '(budget:foreign currency) *0.25 JPY; diversify'
|
$ hledger rewrite -- ^income --add-posting '(budget:foreign currency) *0.25 JPY; diversify'
|
||||||
|
|
||||||
Argument for --add-posting option is a usual posting of transaction
|
Argument for --add-posting option is a usual posting of transaction
|
||||||
with an exception for amount specification. More precisely, you can
|
with an exception for amount specification. More precisely, you can
|
||||||
use '*' (star symbol) before the amount to indicate that that this is a
|
use '*' (star symbol) before the amount to indicate that that this is a
|
||||||
factor for an amount of original matched posting. If the amount
|
factor for an amount of original matched posting. If the amount
|
||||||
includes a commodity name, the new posting amount will be in the new
|
includes a commodity name, the new posting amount will be in the new
|
||||||
commodity; otherwise, it will be in the matched posting amount's com-
|
commodity; otherwise, it will be in the matched posting amount's com-
|
||||||
modity.
|
modity.
|
||||||
|
|
||||||
Re-write rules in a file
|
Re-write rules in a file
|
||||||
During the run this tool will execute so called "Automated Transac-
|
During the run this tool will execute so called "Automated Transac-
|
||||||
tions" found in any journal it process. I.e instead of specifying this
|
tions" found in any journal it process. I.e instead of specifying this
|
||||||
operations in command line you can put them in a journal file.
|
operations in command line you can put them in a journal file.
|
||||||
|
|
||||||
@ -2072,7 +2083,7 @@ COMMANDS
|
|||||||
budget:gifts *-1
|
budget:gifts *-1
|
||||||
assets:budget *1
|
assets:budget *1
|
||||||
|
|
||||||
Note that '=' (equality symbol) that is used instead of date in trans-
|
Note that '=' (equality symbol) that is used instead of date in trans-
|
||||||
actions you usually write. It indicates the query by which you want to
|
actions you usually write. It indicates the query by which you want to
|
||||||
match the posting to add new ones.
|
match the posting to add new ones.
|
||||||
|
|
||||||
@ -2085,12 +2096,12 @@ COMMANDS
|
|||||||
--add-posting 'assets:budget *1' \
|
--add-posting 'assets:budget *1' \
|
||||||
> rewritten-tidy-output.journal
|
> rewritten-tidy-output.journal
|
||||||
|
|
||||||
It is important to understand that relative order of such entries in
|
It is important to understand that relative order of such entries in
|
||||||
journal is important. You can re-use result of previously added post-
|
journal is important. You can re-use result of previously added post-
|
||||||
ings.
|
ings.
|
||||||
|
|
||||||
Diff output format
|
Diff output format
|
||||||
To use this tool for batch modification of your journal files you may
|
To use this tool for batch modification of your journal files you may
|
||||||
find useful output in form of unified diff.
|
find useful output in form of unified diff.
|
||||||
|
|
||||||
$ hledger rewrite -- --diff -f examples/sample.journal '^income' --add-posting '(liabilities:tax) *.33'
|
$ hledger rewrite -- --diff -f examples/sample.journal '^income' --add-posting '(liabilities:tax) *.33'
|
||||||
@ -2114,10 +2125,10 @@ COMMANDS
|
|||||||
|
|
||||||
If you'll pass this through patch tool you'll get transactions contain-
|
If you'll pass this through patch tool you'll get transactions contain-
|
||||||
ing the posting that matches your query be updated. Note that multiple
|
ing the posting that matches your query be updated. Note that multiple
|
||||||
files might be update according to list of input files specified via
|
files might be update according to list of input files specified via
|
||||||
--file options and include directives inside of these files.
|
--file options and include directives inside of these files.
|
||||||
|
|
||||||
Be careful. Whole transaction being re-formatted in a style of output
|
Be careful. Whole transaction being re-formatted in a style of output
|
||||||
from hledger print.
|
from hledger print.
|
||||||
|
|
||||||
See also:
|
See also:
|
||||||
@ -2125,48 +2136,48 @@ COMMANDS
|
|||||||
https://github.com/simonmichael/hledger/issues/99
|
https://github.com/simonmichael/hledger/issues/99
|
||||||
|
|
||||||
rewrite vs. print --auto
|
rewrite vs. print --auto
|
||||||
This command predates print --auto, and currently does much the same
|
This command predates print --auto, and currently does much the same
|
||||||
thing, but with these differences:
|
thing, but with these differences:
|
||||||
|
|
||||||
o with multiple files, rewrite lets rules in any file affect all other
|
o with multiple files, rewrite lets rules in any file affect all other
|
||||||
files. print --auto uses standard directive scoping; rules affect
|
files. print --auto uses standard directive scoping; rules affect
|
||||||
only child files.
|
only child files.
|
||||||
|
|
||||||
o rewrite's query limits which transactions can be rewritten; all are
|
o rewrite's query limits which transactions can be rewritten; all are
|
||||||
printed. print --auto's query limits which transactions are printed.
|
printed. print --auto's query limits which transactions are printed.
|
||||||
|
|
||||||
o rewrite applies rules specified on command line or in the journal.
|
o rewrite applies rules specified on command line or in the journal.
|
||||||
print --auto applies rules specified in the journal.
|
print --auto applies rules specified in the journal.
|
||||||
|
|
||||||
roi
|
roi
|
||||||
roi
|
roi
|
||||||
Shows the time-weighted (TWR) and money-weighted (IRR) rate of return
|
Shows the time-weighted (TWR) and money-weighted (IRR) rate of return
|
||||||
on your investments.
|
on your investments.
|
||||||
|
|
||||||
This command assumes that you have account(s) that hold nothing but
|
This command assumes that you have account(s) that hold nothing but
|
||||||
your investments and whenever you record current appraisal/valuation of
|
your investments and whenever you record current appraisal/valuation of
|
||||||
these investments you offset unrealized profit and loss into account(s)
|
these investments you offset unrealized profit and loss into account(s)
|
||||||
that, again, hold nothing but unrealized profit and loss.
|
that, again, hold nothing but unrealized profit and loss.
|
||||||
|
|
||||||
Any transactions affecting balance of investment account(s) and not
|
Any transactions affecting balance of investment account(s) and not
|
||||||
originating from unrealized profit and loss account(s) are assumed to
|
originating from unrealized profit and loss account(s) are assumed to
|
||||||
be your investments or withdrawals.
|
be your investments or withdrawals.
|
||||||
|
|
||||||
At a minimum, you need to supply a query (which could be just an
|
At a minimum, you need to supply a query (which could be just an
|
||||||
account name) to select your investments with --inv, and another query
|
account name) to select your investments with --inv, and another query
|
||||||
to identify your profit and loss transactions with --pnl.
|
to identify your profit and loss transactions with --pnl.
|
||||||
|
|
||||||
It will compute and display the internalized rate of return (IRR) and
|
It will compute and display the internalized rate of return (IRR) and
|
||||||
time-weighted rate of return (TWR) for your investments for the time
|
time-weighted rate of return (TWR) for your investments for the time
|
||||||
period requested. Both rates of return are annualized before display,
|
period requested. Both rates of return are annualized before display,
|
||||||
regardless of the length of reporting interval.
|
regardless of the length of reporting interval.
|
||||||
|
|
||||||
stats
|
stats
|
||||||
stats
|
stats
|
||||||
Show some journal statistics.
|
Show some journal statistics.
|
||||||
|
|
||||||
The stats command displays summary information for the whole journal,
|
The stats command displays summary information for the whole journal,
|
||||||
or a matched part of it. With a reporting interval, it shows a report
|
or a matched part of it. With a reporting interval, it shows a report
|
||||||
for each report period.
|
for each report period.
|
||||||
|
|
||||||
Example:
|
Example:
|
||||||
@ -2183,60 +2194,60 @@ COMMANDS
|
|||||||
Accounts : 8 (depth 3)
|
Accounts : 8 (depth 3)
|
||||||
Commodities : 1 ($)
|
Commodities : 1 ($)
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
tags
|
tags
|
||||||
tags
|
tags
|
||||||
List all the tag names used in the journal. With a TAGREGEX argument,
|
List all the tag names used in the journal. With a TAGREGEX argument,
|
||||||
only tag names matching the regular expression (case insensitive) are
|
only tag names matching the regular expression (case insensitive) are
|
||||||
shown. With QUERY arguments, only transactions matching the query are
|
shown. With QUERY arguments, only transactions matching the query are
|
||||||
considered.
|
considered.
|
||||||
|
|
||||||
test
|
test
|
||||||
test
|
test
|
||||||
Run built-in unit tests.
|
Run built-in unit tests.
|
||||||
|
|
||||||
This command runs the unit tests built in to hledger-lib and hledger,
|
This command runs the unit tests built in to hledger-lib and hledger,
|
||||||
printing test names and results on stdout. If any test fails, the exit
|
printing test names and results on stdout. If any test fails, the exit
|
||||||
code will be non-zero.
|
code will be non-zero.
|
||||||
|
|
||||||
Test names include a group prefix. If a (exact, case sensitive) group
|
Test names include a group prefix. If a (exact, case sensitive) group
|
||||||
prefix, or a full test name is provided as the first argument, only
|
prefix, or a full test name is provided as the first argument, only
|
||||||
that group or test is run.
|
that group or test is run.
|
||||||
|
|
||||||
If a numeric second argument is provided, it will set the randomness
|
If a numeric second argument is provided, it will set the randomness
|
||||||
seed, for repeatable results from tests using randomness (currently
|
seed, for repeatable results from tests using randomness (currently
|
||||||
none of them).
|
none of them).
|
||||||
|
|
||||||
This is mainly used by developers, but it's nice to be able to san-
|
This is mainly used by developers, but it's nice to be able to san-
|
||||||
ity-check your installed hledger executable at any time. All tests are
|
ity-check your installed hledger executable at any time. All tests are
|
||||||
expected to pass - if you ever see otherwise, something has gone wrong,
|
expected to pass - if you ever see otherwise, something has gone wrong,
|
||||||
please report a bug!
|
please report a bug!
|
||||||
|
|
||||||
ADD-ON COMMANDS
|
ADD-ON COMMANDS
|
||||||
hledger also searches for external add-on commands, and will include
|
hledger also searches for external add-on commands, and will include
|
||||||
these in the commands list. These are programs or scripts in your PATH
|
these in the commands list. These are programs or scripts in your PATH
|
||||||
whose name starts with hledger- and ends with a recognised file exten-
|
whose name starts with hledger- and ends with a recognised file exten-
|
||||||
sion (currently: no extension, bat,com,exe, hs,lhs,pl,py,rb,rkt,sh).
|
sion (currently: no extension, bat,com,exe, hs,lhs,pl,py,rb,rkt,sh).
|
||||||
|
|
||||||
Add-ons can be invoked like any hledger command, but there are a few
|
Add-ons can be invoked like any hledger command, but there are a few
|
||||||
things to be aware of. Eg if the hledger-web add-on is installed,
|
things to be aware of. Eg if the hledger-web add-on is installed,
|
||||||
|
|
||||||
o hledger -h web shows hledger's help, while hledger web -h shows
|
o hledger -h web shows hledger's help, while hledger web -h shows
|
||||||
hledger-web's help.
|
hledger-web's help.
|
||||||
|
|
||||||
o Flags specific to the add-on must have a preceding -- to hide them
|
o Flags specific to the add-on must have a preceding -- to hide them
|
||||||
from hledger. So hledger web --serve --port 9000 will be rejected;
|
from hledger. So hledger web --serve --port 9000 will be rejected;
|
||||||
you must use hledger web -- --serve --port 9000.
|
you must use hledger web -- --serve --port 9000.
|
||||||
|
|
||||||
o You can always run add-ons directly if preferred:
|
o You can always run add-ons directly if preferred:
|
||||||
hledger-web --serve --port 9000.
|
hledger-web --serve --port 9000.
|
||||||
|
|
||||||
Add-ons are a relatively easy way to add local features or experiment
|
Add-ons are a relatively easy way to add local features or experiment
|
||||||
with new ideas. They can be written in any language, but haskell
|
with new ideas. They can be written in any language, but haskell
|
||||||
scripts have a big advantage: they can use the same hledger (and
|
scripts have a big advantage: they can use the same hledger (and
|
||||||
haskell) library functions that built-in commands do, for command-line
|
haskell) library functions that built-in commands do, for command-line
|
||||||
options, journal parsing, reporting, etc.
|
options, journal parsing, reporting, etc.
|
||||||
|
|
||||||
Here are some hledger add-ons available:
|
Here are some hledger add-ons available:
|
||||||
@ -2254,7 +2265,7 @@ ADD-ON COMMANDS
|
|||||||
hledger-web provides a simple web interface.
|
hledger-web provides a simple web interface.
|
||||||
|
|
||||||
Third party add-ons
|
Third party add-ons
|
||||||
These are maintained separately, and usually updated shortly after a
|
These are maintained separately, and usually updated shortly after a
|
||||||
hledger release.
|
hledger release.
|
||||||
|
|
||||||
diff
|
diff
|
||||||
@ -2262,7 +2273,7 @@ ADD-ON COMMANDS
|
|||||||
journal file and another.
|
journal file and another.
|
||||||
|
|
||||||
iadd
|
iadd
|
||||||
hledger-iadd is a curses-style, more interactive replacement for the
|
hledger-iadd is a curses-style, more interactive replacement for the
|
||||||
add command.
|
add command.
|
||||||
|
|
||||||
interest
|
interest
|
||||||
@ -2270,19 +2281,19 @@ ADD-ON COMMANDS
|
|||||||
ing to various schemes.
|
ing to various schemes.
|
||||||
|
|
||||||
irr
|
irr
|
||||||
hledger-irr calculates the internal rate of return of an investment
|
hledger-irr calculates the internal rate of return of an investment
|
||||||
account, but it's superseded now by the built-in roi command.
|
account, but it's superseded now by the built-in roi command.
|
||||||
|
|
||||||
Experimental add-ons
|
Experimental add-ons
|
||||||
These are available in source form in the hledger repo's bin/ direc-
|
These are available in source form in the hledger repo's bin/ direc-
|
||||||
tory; installing them is pretty easy. They may be less mature and doc-
|
tory; installing them is pretty easy. They may be less mature and doc-
|
||||||
umented than built-in commands. Reading and tweaking these is a good
|
umented than built-in commands. Reading and tweaking these is a good
|
||||||
way to start making your own!
|
way to start making your own!
|
||||||
|
|
||||||
autosync
|
autosync
|
||||||
hledger-autosync is a symbolic link for easily running ledger-autosync,
|
hledger-autosync is a symbolic link for easily running ledger-autosync,
|
||||||
if installed. ledger-autosync does deduplicating conversion of OFX
|
if installed. ledger-autosync does deduplicating conversion of OFX
|
||||||
data and some CSV formats, and can also download the data if your bank
|
data and some CSV formats, and can also download the data if your bank
|
||||||
offers OFX Direct Connect.
|
offers OFX Direct Connect.
|
||||||
|
|
||||||
chart
|
chart
|
||||||
@ -2292,21 +2303,21 @@ ADD-ON COMMANDS
|
|||||||
hledger-check.hs checks more powerful account balance assertions.
|
hledger-check.hs checks more powerful account balance assertions.
|
||||||
|
|
||||||
ENVIRONMENT
|
ENVIRONMENT
|
||||||
COLUMNS The screen width used by the register command. Default: the
|
COLUMNS The screen width used by the register command. Default: the
|
||||||
full terminal width.
|
full terminal width.
|
||||||
|
|
||||||
LEDGER_FILE The journal file path when not specified with -f. Default:
|
LEDGER_FILE The journal file path when not specified with -f. Default:
|
||||||
~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
|
~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
|
||||||
nal).
|
nal).
|
||||||
|
|
||||||
FILES
|
FILES
|
||||||
Reads data from one or more files in hledger journal, timeclock, time-
|
Reads data from one or more files in hledger journal, timeclock, time-
|
||||||
dot, or CSV format specified with -f, or $LEDGER_FILE, or
|
dot, or CSV format specified with -f, or $LEDGER_FILE, or
|
||||||
$HOME/.hledger.journal (on windows, perhaps
|
$HOME/.hledger.journal (on windows, perhaps
|
||||||
C:/Users/USER/.hledger.journal).
|
C:/Users/USER/.hledger.journal).
|
||||||
|
|
||||||
BUGS
|
BUGS
|
||||||
The need to precede addon command options with -- when invoked from
|
The need to precede addon command options with -- when invoked from
|
||||||
hledger is awkward.
|
hledger is awkward.
|
||||||
|
|
||||||
When input data contains non-ascii characters, a suitable system locale
|
When input data contains non-ascii characters, a suitable system locale
|
||||||
@ -2319,33 +2330,33 @@ BUGS
|
|||||||
In a Cygwin/MSYS/Mintty window, the tab key is not supported in hledger
|
In a Cygwin/MSYS/Mintty window, the tab key is not supported in hledger
|
||||||
add.
|
add.
|
||||||
|
|
||||||
Not all of Ledger's journal file syntax is supported. See file format
|
Not all of Ledger's journal file syntax is supported. See file format
|
||||||
differences.
|
differences.
|
||||||
|
|
||||||
On large data files, hledger is slower and uses more memory than
|
On large data files, hledger is slower and uses more memory than
|
||||||
Ledger.
|
Ledger.
|
||||||
|
|
||||||
TROUBLESHOOTING
|
TROUBLESHOOTING
|
||||||
Here are some issues you might encounter when you run hledger (and
|
Here are some issues you might encounter when you run hledger (and
|
||||||
remember you can also seek help from the IRC channel, mail list or bug
|
remember you can also seek help from the IRC channel, mail list or bug
|
||||||
tracker):
|
tracker):
|
||||||
|
|
||||||
Successfully installed, but "No command 'hledger' found"
|
Successfully installed, but "No command 'hledger' found"
|
||||||
stack and cabal install binaries into a special directory, which should
|
stack and cabal install binaries into a special directory, which should
|
||||||
be added to your PATH environment variable. Eg on unix-like systems,
|
be added to your PATH environment variable. Eg on unix-like systems,
|
||||||
that is ~/.local/bin and ~/.cabal/bin respectively.
|
that is ~/.local/bin and ~/.cabal/bin respectively.
|
||||||
|
|
||||||
I set a custom LEDGER_FILE, but hledger is still using the default file
|
I set a custom LEDGER_FILE, but hledger is still using the default file
|
||||||
LEDGER_FILE should be a real environment variable, not just a shell
|
LEDGER_FILE should be a real environment variable, not just a shell
|
||||||
variable. The command env | grep LEDGER_FILE should show it. You may
|
variable. The command env | grep LEDGER_FILE should show it. You may
|
||||||
need to use export. Here's an explanation.
|
need to use export. Here's an explanation.
|
||||||
|
|
||||||
"Illegal byte sequence" or "Invalid or incomplete multibyte or wide
|
"Illegal byte sequence" or "Invalid or incomplete multibyte or wide
|
||||||
character" errors
|
character" errors
|
||||||
In order to handle non-ascii letters and symbols (like ), hledger needs
|
In order to handle non-ascii letters and symbols (like ), hledger needs
|
||||||
an appropriate locale. This is usually configured system-wide; you can
|
an appropriate locale. This is usually configured system-wide; you can
|
||||||
also configure it temporarily. The locale may need to be one that sup-
|
also configure it temporarily. The locale may need to be one that sup-
|
||||||
ports UTF-8, if you built hledger with GHC < 7.2 (or possibly always,
|
ports UTF-8, if you built hledger with GHC < 7.2 (or possibly always,
|
||||||
I'm not sure yet).
|
I'm not sure yet).
|
||||||
|
|
||||||
Here's an example of setting the locale temporarily, on ubuntu
|
Here's an example of setting the locale temporarily, on ubuntu
|
||||||
@ -2364,7 +2375,7 @@ TROUBLESHOOTING
|
|||||||
$ echo "export LANG=en_US.UTF-8" >>~/.bash_profile
|
$ echo "export LANG=en_US.UTF-8" >>~/.bash_profile
|
||||||
$ bash --login
|
$ bash --login
|
||||||
|
|
||||||
If we preferred to use eg fr_FR.utf8, we might have to install that
|
If we preferred to use eg fr_FR.utf8, we might have to install that
|
||||||
first:
|
first:
|
||||||
|
|
||||||
$ apt-get install language-pack-fr
|
$ apt-get install language-pack-fr
|
||||||
@ -2385,7 +2396,7 @@ TROUBLESHOOTING
|
|||||||
|
|
||||||
|
|
||||||
REPORTING BUGS
|
REPORTING BUGS
|
||||||
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
||||||
or hledger mail list)
|
or hledger mail list)
|
||||||
|
|
||||||
|
|
||||||
@ -2399,7 +2410,7 @@ COPYRIGHT
|
|||||||
|
|
||||||
|
|
||||||
SEE ALSO
|
SEE ALSO
|
||||||
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
||||||
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
||||||
dot(5), ledger(1)
|
dot(5), ledger(1)
|
||||||
|
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user