regen manuals

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Simon Michael 2019-02-26 10:13:50 -08:00
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4 changed files with 386 additions and 339 deletions

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@ -232,7 +232,7 @@ period (without -E, leading and trailing columns with all zeroes are not
shown). Second, all accounts which existed at the report start date will
be considered, not just the ones with activity during the report period
(use -E to include low-activity accounts which would otherwise would be
omitted). With --budget, --empty also shows unbudgeted accounts.
omitted).
The -T/--row-total flag adds an additional column showing the total for
each row.
@ -320,13 +320,28 @@ Budget performance in 2017/11/01-2017/12/31:
----------------------++----------------------------------------------------
|| 0 [ 0] 0 [ 0]
By default, only accounts with budget goals during the report period are
shown. In the example above, transactions in expenses:gifts and
expenses:supplies are counted towards expenses budget, but accounts
expenses:gifts and expenses:supplies are not shown, as they don't have
any budgets.
Note this is different from a normal balance report in several ways:
You can use --empty shows unbudgeted accounts as well:
- Only accounts with budget goals during the report period are shown,
by default.
- In each column, in square brackets after the actual amount, budgeted
amounts are shown, along with the percentage of budget used.
- All parent accounts are always shown, even in flat mode. Eg assets,
assets:bank, and expenses above.
- 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 transactions,
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
Budget performance in 2017/11/01-2017/12/31:
@ -364,9 +379,6 @@ Budget performance in 2017/11/01-2017/12/31:
----------------------++----------------------------------------------------
|| 0 [ 0] 0 [ 0]
Note, the -S/--sort-amount flag is not yet fully supported with
--budget.
For more examples, see Budgeting and Forecasting.
Nested budgets

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@ -1783,8 +1783,6 @@ Second, all accounts which existed at the report start date will be
considered, not just the ones with activity during the report period
(use \-E to include low\-activity accounts which would otherwise would
be omitted).
With \f[C]\-\-budget\f[], \f[C]\-\-empty\f[] also shows unbudgeted
accounts.
.PP
The \f[C]\-T/\-\-row\-total\f[] flag adds an additional column showing
the total for each row.
@ -1884,14 +1882,31 @@ Budget\ performance\ in\ 2017/11/01\-2017/12/31:
\f[]
.fi
.PP
By default, only accounts with budget goals during the report period are
shown.
In the example above, transactions in \f[C]expenses:gifts\f[] and
\f[C]expenses:supplies\f[] are counted towards \f[C]expenses\f[] budget,
but accounts \f[C]expenses:gifts\f[] and \f[C]expenses:supplies\f[] are
not shown, as they don\[aq]t have any budgets.
Note this is different from a normal balance report in several ways:
.IP \[bu] 2
Only accounts with budget goals during the report period are shown, by
default.
.IP \[bu] 2
In each column, in square brackets after the actual amount, budgeted
amounts are shown, along with the percentage of budget used.
.IP \[bu] 2
All parent accounts are always shown, even in flat mode.
Eg assets, assets:bank, and expenses above.
.IP \[bu] 2
Amounts always include all subaccounts, budgeted or unbudgeted, even in
flat mode.
.PP
You can use \f[C]\-\-empty\f[] shows unbudgeted accounts as well:
This means that the numbers displayed will not always add up! Eg above,
the \f[C]expenses\f[] actual amount includes the gifts and supplies
transactions, but the \f[C]expenses:gifts\f[] and
\f[C]expenses:supplies\f[] accounts are not shown, as they have no
budget amounts declared.
.PP
This can be confusing.
When you need to make things clearer, use the \f[C]\-E/\-\-empty\f[]
flag, which will reveal all accounts including unbudgeted ones, giving
the full picture.
Eg:
.IP
.nf
\f[C]
@ -1938,9 +1953,6 @@ Budget\ performance\ in\ 2017/11/01\-2017/12/31:
\f[]
.fi
.PP
Note, the \f[C]\-S/\-\-sort\-amount\f[] flag is not yet fully supported
with \f[C]\-\-budget\f[].
.PP
For more examples, see Budgeting and Forecasting.
.SS Nested budgets
.PP

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@ -1404,8 +1404,7 @@ period (without -E, leading and trailing columns with all zeroes are not
shown). Second, all accounts which existed at the report start date
will be considered, not just the ones with activity during the report
period (use -E to include low-activity accounts which would otherwise
would be omitted). With '--budget', '--empty' also shows unbudgeted
accounts.
would be omitted).
The '-T/--row-total' flag adds an additional column showing the total
for each row.
@ -1497,13 +1496,29 @@ Budget performance in 2017/11/01-2017/12/31:
----------------------++----------------------------------------------------
|| 0 [ 0] 0 [ 0]
By default, only accounts with budget goals during the report period
are shown. In the example above, transactions in 'expenses:gifts' and
'expenses:supplies' are counted towards 'expenses' budget, but accounts
'expenses:gifts' and 'expenses:supplies' are not shown, as they don't
have any budgets.
Note this is different from a normal balance report in several ways:
You can use '--empty' shows unbudgeted accounts as well:
* Only accounts with budget goals during the report period are shown,
by default.
* In each column, in square brackets after the actual amount,
budgeted amounts are shown, along with the percentage of budget
used.
* All parent accounts are always shown, even in flat mode. Eg
assets, assets:bank, and expenses above.
* 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
transactions, 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
Budget performance in 2017/11/01-2017/12/31:
@ -1541,9 +1556,6 @@ Budget performance in 2017/11/01-2017/12/31:
----------------------++----------------------------------------------------
|| 0 [ 0] 0 [ 0]
Note, the '-S/--sort-amount' flag is not yet fully supported with
'--budget'.
For more examples, see Budgeting and Forecasting.
* Menu:
@ -2759,86 +2771,86 @@ Node: Depth limited balance reports43924
Ref: #depth-limited-balance-reports44124
Node: Multicolumn balance report44580
Ref: #multicolumn-balance-report44778
Node: Budget report50018
Ref: #budget-report50161
Node: Nested budgets54845
Ref: #nested-budgets54957
Ref: #output-format-158437
Node: balancesheet58515
Ref: #balancesheet58651
Node: balancesheetequity59885
Ref: #balancesheetequity60034
Node: cashflow60595
Ref: #cashflow60723
Node: check-dates61751
Ref: #check-dates61878
Node: check-dupes62157
Ref: #check-dupes62281
Node: close62574
Ref: #close62682
Node: files66095
Ref: #files66196
Node: help66343
Ref: #help66443
Node: import67536
Ref: #import67650
Node: incomestatement68394
Ref: #incomestatement68528
Node: prices69864
Ref: #prices69979
Node: print70258
Ref: #print70368
Node: print-unique74861
Ref: #print-unique74987
Node: register75272
Ref: #register75399
Node: Custom register output79570
Ref: #custom-register-output79699
Node: register-match80961
Ref: #register-match81095
Node: rewrite81446
Ref: #rewrite81561
Node: Re-write rules in a file83410
Ref: #re-write-rules-in-a-file83544
Node: Diff output format84754
Ref: #diff-output-format84923
Node: rewrite vs print --auto86015
Ref: #rewrite-vs.-print---auto86194
Node: roi86750
Ref: #roi86848
Node: stats87860
Ref: #stats87959
Node: tags88713
Ref: #tags88811
Node: test89041
Ref: #test89125
Node: ADD-ON COMMANDS89886
Ref: #add-on-commands89996
Node: Official add-ons91283
Ref: #official-add-ons91423
Node: api91510
Ref: #api91599
Node: ui91651
Ref: #ui91750
Node: web91808
Ref: #web91897
Node: Third party add-ons91943
Ref: #third-party-add-ons92118
Node: diff92253
Ref: #diff92350
Node: iadd92449
Ref: #iadd92563
Node: interest92646
Ref: #interest92767
Node: irr92862
Ref: #irr92960
Node: Experimental add-ons93091
Ref: #experimental-add-ons93243
Node: autosync93523
Ref: #autosync93634
Node: chart93873
Ref: #chart93992
Node: check94063
Ref: #check94165
Node: Budget report49958
Ref: #budget-report50101
Node: Nested budgets55302
Ref: #nested-budgets55414
Ref: #output-format-158894
Node: balancesheet58972
Ref: #balancesheet59108
Node: balancesheetequity60342
Ref: #balancesheetequity60491
Node: cashflow61052
Ref: #cashflow61180
Node: check-dates62208
Ref: #check-dates62335
Node: check-dupes62614
Ref: #check-dupes62738
Node: close63031
Ref: #close63139
Node: files66552
Ref: #files66653
Node: help66800
Ref: #help66900
Node: import67993
Ref: #import68107
Node: incomestatement68851
Ref: #incomestatement68985
Node: prices70321
Ref: #prices70436
Node: print70715
Ref: #print70825
Node: print-unique75318
Ref: #print-unique75444
Node: register75729
Ref: #register75856
Node: Custom register output80027
Ref: #custom-register-output80156
Node: register-match81418
Ref: #register-match81552
Node: rewrite81903
Ref: #rewrite82018
Node: Re-write rules in a file83867
Ref: #re-write-rules-in-a-file84001
Node: Diff output format85211
Ref: #diff-output-format85380
Node: rewrite vs print --auto86472
Ref: #rewrite-vs.-print---auto86651
Node: roi87207
Ref: #roi87305
Node: stats88317
Ref: #stats88416
Node: tags89170
Ref: #tags89268
Node: test89498
Ref: #test89582
Node: ADD-ON COMMANDS90343
Ref: #add-on-commands90453
Node: Official add-ons91740
Ref: #official-add-ons91880
Node: api91967
Ref: #api92056
Node: ui92108
Ref: #ui92207
Node: web92265
Ref: #web92354
Node: Third party add-ons92400
Ref: #third-party-add-ons92575
Node: diff92710
Ref: #diff92807
Node: iadd92906
Ref: #iadd93020
Node: interest93103
Ref: #interest93224
Node: irr93319
Ref: #irr93417
Node: Experimental add-ons93548
Ref: #experimental-add-ons93700
Node: autosync93980
Ref: #autosync94091
Node: chart94330
Ref: #chart94449
Node: check94520
Ref: #check94622

End Tag Table

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@ -1251,13 +1251,12 @@ COMMANDS
not shown). Second, all accounts which existed at the report start
date will be considered, not just the ones with activity during the
report period (use -E to include low-activity accounts which would oth-
erwise would be omitted). With --budget, --empty also shows unbudgeted
accounts.
erwise would be omitted).
The -T/--row-total flag adds an additional column showing the total for
each row.
The -A/--average flag adds a column showing the average value in each
The -A/--average flag adds a column showing the average value in each
row.
Here's an example of all three:
@ -1281,20 +1280,20 @@ COMMANDS
Limitations:
In multicolumn reports the -V/--value flag uses the market price on the
report end date, for all columns (not the price on each column's end
report end date, for all columns (not the price on each column's end
date).
Eliding of boring parent accounts in tree mode, as in the classic bal-
Eliding of boring parent accounts in tree mode, as in the classic bal-
ance report, is not yet supported in multicolumn reports.
Budget report
With --budget, extra columns are displayed showing budget goals for
each account and period, if any. Budget goals are defined by periodic
transactions. This is very useful for comparing planned and actual
income, expenses, time usage, etc. --budget is most often combined
With --budget, extra columns are displayed showing budget goals for
each account and period, if any. Budget goals are defined by periodic
transactions. This is very useful for comparing planned and actual
income, expenses, time usage, etc. --budget is most often combined
with a report interval.
For example, you can take average monthly expenses in the common
For example, you can take average monthly expenses in the common
expense categories to construct a minimal monthly budget:
;; Budget
@ -1339,13 +1338,28 @@ COMMANDS
----------------------++----------------------------------------------------
|| 0 [ 0] 0 [ 0]
By default, only accounts with budget goals during the report period
are shown. In the example above, transactions in expenses:gifts and
expenses:supplies are counted towards expenses budget, but accounts
expenses:gifts and expenses:supplies are not shown, as they don't have
any budgets.
Note this is different from a normal balance report in several ways:
You can use --empty shows unbudgeted accounts as well:
o Only accounts with budget goals during the report period are shown,
by default.
o In each column, in square brackets after the actual amount, budgeted
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
Budget performance in 2017/11/01-2017/12/31:
@ -1383,18 +1397,15 @@ COMMANDS
----------------------++----------------------------------------------------
|| 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.
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-
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.
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.
To illustrate this, consider the following budget:
@ -1404,13 +1415,13 @@ COMMANDS
expenses:personal:electronics $100.00
liabilities
With this, monthly budget for electronics is defined to be $100 and
budget for personal expenses is an additional $1000, which implicity
With this, monthly budget for electronics is defined to be $100 and
budget for personal expenses is an additional $1000, which implicity
means that budget for both expenses:personal and expenses is $1100.
Transactions in expenses:personal:electronics will be counted both
towards its $100 budget and $1100 of expenses:personal , and transac-
tions in any other subaccount of expenses:personal would be counted
Transactions in expenses:personal:electronics will be counted both
towards its $100 budget and $1100 of expenses:personal , and transac-
tions in any other subaccount of expenses:personal would be counted
towards only towards the budget of expenses:personal.
For example, let's consider these transactions:
@ -1436,9 +1447,9 @@ COMMANDS
expenses:personal $30.00
liabilities
As you can see, we have transactions in expenses:personal:electron-
ics:upgrades and expenses:personal:train tickets, and since both of
these accounts are without explicitly defined budget, these transac-
As you can see, we have transactions in expenses:personal:electron-
ics:upgrades and expenses:personal:train tickets, and since both of
these accounts are without explicitly defined budget, these transac-
tions would be counted towards budgets of expenses:personal:electronics
and expenses:personal accordingly:
@ -1454,7 +1465,7 @@ COMMANDS
-------------------------------++-------------------------------
|| 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:
$ hledger balance --budget -M --empty
@ -1472,17 +1483,17 @@ COMMANDS
|| 0 [ 0]
Output format
The balance command supports output destination and output format
The balance command supports output destination and output format
selection.
balancesheet
balancesheet, bs
This command displays a simple balance sheet, showing historical ending
balances of asset and liability accounts (ignoring any report begin
date). It assumes that these accounts are under a top-level asset or
balances of asset and liability accounts (ignoring any report begin
date). It assumes that these accounts are under a top-level asset or
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)
(experimental).
@ -1508,17 +1519,17 @@ COMMANDS
0
With a reporting interval, multiple columns will be shown, one for each
report period. As with multicolumn balance reports, you can alter the
report mode with --change/--cumulative/--historical. Normally bal-
ancesheet shows historical ending balances, which is what you need for
report period. As with multicolumn balance reports, you can alter the
report mode with --change/--cumulative/--historical. Normally bal-
ancesheet shows historical ending balances, which is what you need for
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.
balancesheetequity
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).
Example:
@ -1549,10 +1560,10 @@ COMMANDS
cashflow
cashflow, cf
This command displays a simple cashflow statement, showing changes in
"cash" accounts. It assumes that these accounts are under a top-level
asset account (case insensitive, plural forms also allowed) and do not
contain receivable or A/R in their name. Note this report shows all
This command displays a simple cashflow statement, showing changes in
"cash" accounts. It assumes that these accounts are under a top-level
asset account (case insensitive, plural forms also allowed) and do not
contain receivable or A/R in their name. Note this report shows all
account balances with normal positive sign (like conventional financial
statements, unlike balance/print/register) (experimental).
@ -1573,77 +1584,77 @@ COMMANDS
$-1
With a reporting interval, multiple columns will be shown, one for each
report period. Normally cashflow shows changes in assets per period,
though as with multicolumn balance reports you can alter the report
report period. Normally cashflow shows changes in assets per period,
though as with multicolumn balance reports you can alter the 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.
check-dates
check-dates
Check that transactions are sorted by increasing date. With --date2,
checks secondary dates instead. With --strict, dates must also be
unique. With a query, only matched transactions' dates are checked.
Check that transactions are sorted by increasing date. With --date2,
checks secondary dates instead. With --strict, dates must also be
unique. With a query, only matched transactions' dates are checked.
Reads the default journal file, or another specified with -f.
check-dupes
check-dupes
Reports account names having the same leaf but different prefixes. In
other words, two or more leaves that are categorized differently.
Reports account names having the same leaf but different prefixes. In
other words, two or more leaves that are categorized differently.
Reads the default journal file, or another specified as an argument.
An example: http://stefanorodighiero.net/software/hledger-dupes.html
close
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.
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.
The closing transaction transfers balances to "equity:closing bal-
ances". The opening transaction transfers balances from "equity:open-
ing balances". You can chose to print just one of the transactions by
The closing transaction transfers balances to "equity:closing bal-
ances". The opening transaction transfers balances from "equity:open-
ing balances". You can chose to print just one of the transactions by
using the --opening or --closing flag.
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-
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
that correct balances are reported no matter which of them are loaded.
Ie, if you load just one file, the balances are initialised correctly;
or if you load several files, the redundant closing/opening transac-
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-
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
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.
Ie, if you load just one file, the balances are initialised correctly;
or if you load several files, the redundant closing/opening transac-
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-
ing|closing) balances'.)
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
statement account balances to retained earnings. (You may want to
the books" at the end of an accounting period, transferring income
statement account balances to retained earnings. (You may want to
change the equity account name to something like "equity:retained earn-
ings".)
By default, the closing transaction is dated yesterday, the balances
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-
INGDATE. Eg, to close/open on the 2018/2019 boundary, use -e 2019.
By default, the closing transaction is dated yesterday, the balances
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-
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).
Both transactions will include balance assertions for the
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-
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-
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.
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:
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!
$ hledger close -f 2018.journal -e 2019 assets liabilities --opening >>2019.journal
@ -1676,20 +1687,20 @@ COMMANDS
files
files
List all files included in the journal. With a REGEX argument, only
file names matching the regular expression (case sensitive) are shown.
List all files included in the journal. With a REGEX argument, only
file names matching the regular expression (case sensitive) are shown.
help
help
Show any of the hledger manuals.
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
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
a full or partial manual name to select one.
hledger manuals are available in several formats. hledger help will
use the first of these display methods that it finds: info, man,
$PAGER, less, stdout (or when non-interactive, just stdout). You can
hledger manuals are available in several formats. hledger help will
use the first of these display methods that it finds: info, man,
$PAGER, less, stdout (or when non-interactive, just stdout). You can
force a particular viewer with the --info, --man, --pager, --cat flags.
Examples:
@ -1716,8 +1727,8 @@ COMMANDS
import
import
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-
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-
tions that would be added.
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
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:
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
incomestatement
incomestatement, is
This command displays a simple income statement, showing revenues and
expenses during a period. It assumes that these accounts are under a
top-level revenue or income or expense account (case insensitive, plu-
ral forms also allowed). Note this report shows all account balances
with normal positive sign (like conventional financial statements,
This command displays a simple income statement, showing revenues and
expenses during a period. It assumes that these accounts are under a
top-level revenue or income or expense account (case insensitive, plu-
ral forms also allowed). Note this report shows all account balances
with normal positive sign (like conventional financial statements,
unlike balance/print/register) (experimental).
This command displays a simple income statement. It currently assumes
that you have top-level accounts named income (or revenue) and expense
This command displays a simple income statement. It currently assumes
that you have top-level accounts named income (or revenue) and expense
(plural forms also allowed.)
$ hledger incomestatement
@ -1768,19 +1779,19 @@ COMMANDS
0
With a reporting interval, multiple columns will be shown, one for each
report period. Normally incomestatement shows revenues/expenses per
period, though as with multicolumn balance reports you can alter the
report period. Normally incomestatement shows revenues/expenses per
period, though as with multicolumn balance reports you can alter the
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.
prices
prices
Print market price directives from the journal. With --costs, also
print synthetic market prices based on transaction prices. With
Print market price directives from the journal. With --costs, also
print synthetic market prices based on transaction prices. With
--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.
print
@ -1788,11 +1799,11 @@ COMMANDS
Show transaction journal entries, sorted by date.
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.
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
$ hledger print
@ -1818,39 +1829,39 @@ COMMANDS
assets:bank:checking $-1
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-
ted in the output. You can use the -x/--explicit flag to make all
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
amounts explicit, which can be useful for troubleshooting or for making
your journal more readable and robust against data entry errors. Note,
-x will cause postings with a multi-commodity amount (these can arise
when a multi-commodity transaction has an implicit amount) will be
split into multiple single-commodity postings, for valid journal out-
-x will cause postings with a multi-commodity amount (these can arise
when a multi-commodity transaction has an implicit amount) will be
split into multiple single-commodity postings, for valid journal out-
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.
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
most recent. STR should contain at least two characters. If there is
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
most recent. STR should contain at least two characters. If there is
no similar-enough match, no transaction will be shown.
With --new, for each FILE being read, hledger reads (and writes) a spe-
cial state file (.latest.FILE in the same directory), containing the
latest transaction date(s) that were seen last time FILE was read.
When this file is found, only transactions with newer dates (and new
transactions on the latest date) are printed. This is useful for
ignoring already-seen entries in import data, such as downloaded CSV
cial state file (.latest.FILE in the same directory), containing the
latest transaction date(s) that were seen last time FILE was read.
When this file is found, only transactions with newer dates (and new
transactions on the latest date) are printed. This is useful for
ignoring already-seen entries in import data, such as downloaded CSV
files. Eg:
$ hledger -f bank1.csv print --new
# shows transactions added since last print --new on this file
This assumes that transactions added to FILE always have same or
increasing dates, and that transactions on the same day do not get
This assumes that transactions added to FILE always have same or
increasing dates, and that transactions on the same day do not get
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:
$ hledger print -Ocsv
@ -1867,20 +1878,20 @@ COMMANDS
"5","2008/12/31","","*","","pay off","","liabilities:debts","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.
o The "txnidx" (transaction index) field shows which postings belong to
the same transaction. (This number might change if transactions are
reordered within the file, files are parsed/included in a different
the same transaction. (This number might change if transactions are
reordered within the file, files are parsed/included in a different
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.
o The numeric amount is repeated in either the "credit" or "debit" col-
umn, for convenience. (Those names are not accurate in the account-
ing sense; it just puts negative amounts under credit and zero or
umn, for convenience. (Those names are not accurate in the account-
ing sense; it just puts negative amounts under credit and zero or
greater amounts under debit.)
print-unique
@ -1904,7 +1915,7 @@ COMMANDS
Show postings and their running total.
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:
$ hledger register checking
@ -1915,8 +1926,8 @@ COMMANDS
With --date2, it shows and sorts by secondary date instead.
The --historical/-H flag adds the balance from any undisplayed prior
postings to the running total. This is useful when you want to see
The --historical/-H flag adds the balance from any undisplayed prior
postings to the running total. This is useful when you want to see
only recent activity, with a historically accurate running balance:
$ hledger register checking -b 2008/6 --historical
@ -1926,30 +1937,30 @@ COMMANDS
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
the whole report period). This flag implies --empty (see below). It
is affected by --historical. It works best when showing just one
the whole report period). This flag implies --empty (see below). It
is affected by --historical. It works best when showing just one
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 --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-
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:
$ 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:
$ hledger register --monthly income
2008/01 income:salary $-1 $-1
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:
$ hledger register --monthly income -E
@ -1966,7 +1977,7 @@ COMMANDS
2008/11 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:
$ hledger register --monthly assets --depth 1h
@ -1974,19 +1985,19 @@ COMMANDS
2008/06 assets $-1 0
2008/12 assets $-1 $-1
Note when using report intervals, if you specify start/end dates these
will be adjusted outward if necessary to contain a whole number of
intervals. This ensures that the first and last intervals are full
Note when using report intervals, if you specify start/end dates these
will be adjusted outward if necessary to contain a whole number of
intervals. This ensures that the first and last intervals are full
length and comparable to the others in the report.
Custom register output
register uses the full terminal width by default, except on windows.
You can override this by setting the COLUMNS environment variable (not
register uses the full terminal width by default, except on windows.
You can override this by setting the COLUMNS environment variable (not
a bash shell variable) or by using the --width/-w option.
The description and account columns normally share the space equally
(about half of (width - 40) each). You can adjust this by adding a
description width as part of --width's argument, comma-separated:
The description and account columns normally share the space equally
(about half of (width - 40) each). You can adjust this by adding a
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) ---------------------------------->
@ -2002,27 +2013,27 @@ COMMANDS
$ hledger reg -w 100,40 # set overall width 100, 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.
register-match
register-match
Print the one posting whose transaction description is closest to DESC,
in the style of the register command. If there are multiple equally
good matches, it shows the most recent. Query options (options, not
arguments) can be used to restrict the search space. Helps
in the style of the register command. If there are multiple equally
good matches, it shows the most recent. Query options (options, not
arguments) can be used to restrict the search space. Helps
ledger-autosync detect already-seen transactions when importing.
rewrite
rewrite
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.
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
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.
Examples:
@ -2038,7 +2049,7 @@ COMMANDS
(reserve:grocery) *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.
More:
@ -2048,16 +2059,16 @@ COMMANDS
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts) *-1"'
$ hledger rewrite -- ^income --add-posting '(budget:foreign currency) *0.25 JPY; diversify'
Argument for --add-posting option is a usual posting of transaction
with an exception for amount specification. More precisely, you can
Argument for --add-posting option is a usual posting of transaction
with an exception for amount specification. More precisely, you can
use '*' (star symbol) before the amount to indicate that that this is a
factor for an amount of original matched posting. If the amount
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-
factor for an amount of original matched posting. If the amount
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-
modity.
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
operations in command line you can put them in a journal file.
@ -2072,7 +2083,7 @@ COMMANDS
budget:gifts *-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
match the posting to add new ones.
@ -2085,12 +2096,12 @@ COMMANDS
--add-posting 'assets:budget *1' \
> rewritten-tidy-output.journal
It is important to understand that relative order of such entries in
journal is important. You can re-use result of previously added post-
It is important to understand that relative order of such entries in
journal is important. You can re-use result of previously added post-
ings.
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.
$ 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-
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.
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.
See also:
@ -2125,48 +2136,48 @@ COMMANDS
https://github.com/simonmichael/hledger/issues/99
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:
o with multiple files, rewrite lets rules in any file affect all other
files. print --auto uses standard directive scoping; rules affect
o with multiple files, rewrite lets rules in any file affect all other
files. print --auto uses standard directive scoping; rules affect
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.
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.
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.
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
these investments you offset unrealized profit and loss into account(s)
that, again, hold nothing but unrealized profit and loss.
Any transactions affecting balance of investment account(s) and not
originating from unrealized profit and loss account(s) are assumed to
Any transactions affecting balance of investment account(s) and not
originating from unrealized profit and loss account(s) are assumed to
be your investments or withdrawals.
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
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
to identify your profit and loss transactions with --pnl.
It will compute and display the internalized rate of return (IRR) and
time-weighted rate of return (TWR) for your investments for the time
period requested. Both rates of return are annualized before display,
It will compute and display the internalized rate of return (IRR) and
time-weighted rate of return (TWR) for your investments for the time
period requested. Both rates of return are annualized before display,
regardless of the length of reporting interval.
stats
stats
Show some journal statistics.
The stats command displays summary information for the whole journal,
or a matched part of it. With a reporting interval, it shows a report
The stats command displays summary information for the whole journal,
or a matched part of it. With a reporting interval, it shows a report
for each report period.
Example:
@ -2183,60 +2194,60 @@ COMMANDS
Accounts : 8 (depth 3)
Commodities : 1 ($)
This command also supports output destination and output format selec-
This command also supports output destination and output format selec-
tion.
tags
tags
List all the tag names used in the journal. With a TAGREGEX argument,
only tag names matching the regular expression (case insensitive) are
shown. With QUERY arguments, only transactions matching the query are
List all the tag names used in the journal. With a TAGREGEX argument,
only tag names matching the regular expression (case insensitive) are
shown. With QUERY arguments, only transactions matching the query are
considered.
test
test
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
code will be non-zero.
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
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
that group or test is run.
If a numeric second argument is provided, it will set the randomness
seed, for repeatable results from tests using randomness (currently
If a numeric second argument is provided, it will set the randomness
seed, for repeatable results from tests using randomness (currently
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
expected to pass - if you ever see otherwise, something has gone wrong,
please report a bug!
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
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).
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,
o hledger -h web shows hledger's help, while hledger web -h shows
hledger-web's help.
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;
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;
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.
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
scripts have a big advantage: they can use the same hledger (and
haskell) library functions that built-in commands do, for command-line
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
scripts have a big advantage: they can use the same hledger (and
haskell) library functions that built-in commands do, for command-line
options, journal parsing, reporting, etc.
Here are some hledger add-ons available:
@ -2254,7 +2265,7 @@ ADD-ON COMMANDS
hledger-web provides a simple web interface.
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.
diff
@ -2262,7 +2273,7 @@ ADD-ON COMMANDS
journal file and another.
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.
interest
@ -2270,19 +2281,19 @@ ADD-ON COMMANDS
ing to various schemes.
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.
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-
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!
autosync
hledger-autosync is a symbolic link for easily running ledger-autosync,
if installed. ledger-autosync does deduplicating conversion of OFX
data and some CSV formats, and can also download the data if your bank
if installed. ledger-autosync does deduplicating conversion of OFX
data and some CSV formats, and can also download the data if your bank
offers OFX Direct Connect.
chart
@ -2292,21 +2303,21 @@ ADD-ON COMMANDS
hledger-check.hs checks more powerful account balance assertions.
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.
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).
FILES
Reads data from one or more files in hledger journal, timeclock, time-
dot, or CSV format specified with -f, or $LEDGER_FILE, or
$HOME/.hledger.journal (on windows, perhaps
Reads data from one or more files in hledger journal, timeclock, time-
dot, or CSV format specified with -f, or $LEDGER_FILE, or
$HOME/.hledger.journal (on windows, perhaps
C:/Users/USER/.hledger.journal).
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.
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
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.
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.
TROUBLESHOOTING
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
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
tracker):
Successfully installed, but "No command 'hledger' found"
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.
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
variable. The command env | grep LEDGER_FILE should show it. You may
LEDGER_FILE should be a real environment variable, not just a shell
variable. The command env | grep LEDGER_FILE should show it. You may
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
In order to handle non-ascii letters and symbols (like ), hledger needs
an appropriate locale. This is usually configured system-wide; you can
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).
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
$ 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:
$ apt-get install language-pack-fr
@ -2385,7 +2396,7 @@ TROUBLESHOOTING
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)
@ -2399,7 +2410,7 @@ COPYRIGHT
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-
dot(5), ledger(1)