;doc: update command help
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Simon Michael
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@ -35,6 +35,7 @@ balance can show..
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- or value of balance changes (-V)
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- or value of balance changes (-V)
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- or change of balance values (--valuechange)
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- or change of balance values (--valuechange)
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- or unrealised capital gain/loss (--gain)
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- or unrealised capital gain/loss (--gain)
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- or balance changes from sibling postings (--related/-r)
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- or postings count (--count)
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- or postings count (--count)
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..in..
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..in..
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@ -70,9 +71,6 @@ with output formats txt, csv, tsv (Added in 1.32), json, and
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(multi-period reports only:) html. In txt output in a colour-supporting
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(multi-period reports only:) html. In txt output in a colour-supporting
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terminal, negative amounts are shown in red.
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terminal, negative amounts are shown in red.
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The --related/-r flag shows the balance of the other postings in the
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transactions of the postings which would normally be shown.
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Simple balance report
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Simple balance report
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With no arguments, balance shows a list of all accounts and their change
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With no arguments, balance shows a list of all accounts and their change
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@ -343,7 +341,9 @@ Multi-period reports with many periods can be too wide for easy viewing
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in the terminal. Here are some ways to handle that:
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in the terminal. Here are some ways to handle that:
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- Hide the totals row with -N/--no-total
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- Hide the totals row with -N/--no-total
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- Convert to a single currency with -V
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- Filter to a single currency with cur:
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- Convert to a single currency with -V [--infer-market-price]
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- Use a more compact layout like --layout=bare
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- Maximize the terminal window
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- Maximize the terminal window
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- Reduce the terminal's font size
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- Reduce the terminal's font size
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- View with a pager like less, eg:
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- View with a pager like less, eg:
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@ -415,13 +415,13 @@ The basic calculation to perform for each table cell. It is one of:
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Accumulation type
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Accumulation type
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How amounts should accumulate across report periods. Another way to say
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How amounts should accumulate across a report's subperiods/columns.
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it: which time period's postings should contribute to each cell's
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Another way to say it: which time period's postings should contribute to
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calculation. It is one of:
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each cell's calculation. It is one of:
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- --change : calculate with postings from column start to column end,
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- --change : calculate with postings from column start to column end,
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ie "just this column". Typically used to see revenues/expenses.
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ie "just this column". Typically used to see revenues/expenses.
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(default for balance, incomestatement)
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(default for balance, cashflow, incomestatement)
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- --cumulative : calculate with postings from report start to column
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- --cumulative : calculate with postings from report start to column
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end, ie "previous columns plus this column". Typically used to show
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end, ie "previous columns plus this column". Typically used to show
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@ -431,7 +431,7 @@ calculation. It is one of:
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column end, ie "all postings from before report start date until
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column end, ie "all postings from before report start date until
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this column's end". Typically used to see historical end balances of
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this column's end". Typically used to see historical end balances of
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assets/liabilities/equity. (default for balancesheet,
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assets/liabilities/equity. (default for balancesheet,
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balancesheetequity, cashflow)
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balancesheetequity)
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Valuation type
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Valuation type
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@ -659,35 +659,35 @@ defined in your journal.
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Budgeting vs forecasting
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Budgeting vs forecasting
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--budget and --forecast both use the periodic transaction rules in the
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--forecast and --budget both use the periodic transaction rules in the
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journal to generate temporary transactions for reporting purposes.
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journal to generate temporary transactions for reporting purposes.
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However they are separate features - though you can use both at the same
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However they are separate features - though you can use both at the same
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time if you want. Here are some differences between them:
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time if you want. Here are some differences between them:
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1. --budget is a command-specific option; it selects the budget report.
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-----------------------------------------------------------------------
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--forecast --budget
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-------------------------------------- --------------------------------
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is a general option; it enables is a balance command option; it
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forecasting with all reports selects the balance report's
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budget mode
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--forecast is a general option; forecasting works with all reports.
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generates visible transactions which generates invisible transactions
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appear in reports which produce goal amounts
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2. --budget uses all periodic rules; --budget=DESCPAT uses just the
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generates forecast transactions from generates budget goal
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rules matched by DESCPAT.
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after the last regular transaction, to transactions throughout the
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the end of the report period; or with report period, optionally
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an argument --forecast=PERIODEXPR restricted by periods specified
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generates them throughout the in the periodic transaction
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specified period, both optionally rules
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restricted by periods specified in the
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periodic transaction rules
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--forecast uses all periodic rules.
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uses all periodic rules uses all periodic rules; or with
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an argument --budget=DESCPAT
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3. --budget's budget goal transactions are invisible, except that they
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uses just the rules matched by
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produce goal amounts.
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DESCPAT
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-----------------------------------------------------------------------
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--forecast's forecast transactions are visible, and appear in
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reports.
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4. --budget generates budget goal transactions throughout the report
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period, optionally restricted by periods specified in the periodic
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transaction rules.
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--forecast generates forecast transactions from after the last
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regular transaction, to the end of the report period; while
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--forecast=PERIODEXPR generates them throughout the specified
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period; both optionally restricted by periods specified in the
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periodic transaction rules.
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Balance report layout
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Balance report layout
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@ -704,8 +704,8 @@ four possible values:
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- --layout=tidy: data is normalised to easily-consumed "tidy" form,
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- --layout=tidy: data is normalised to easily-consumed "tidy" form,
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with one row per data value
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with one row per data value
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Here are the --layout modes supported by each output format; note only
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Here are the --layout modes supported by each output format Only CSV
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CSV output supports all of them:
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output supports all of them:
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- txt csv html json sql
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- txt csv html json sql
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------ ----- ----- ------ ------ -----
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------ ----- ----- ------ ------ -----
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@ -716,115 +716,122 @@ CSV output supports all of them:
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Examples:
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Examples:
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- Wide layout. With many commodities, reports can be very wide:
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Wide layout
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
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With many commodities, reports can be very wide:
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Balance changes in 2012-01-01..2014-12-31:
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|| 2012 2013 2014 Total
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide
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==================++====================================================================================================================================================================================================================
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Balance changes in 2012-01-01..2014-12-31:
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Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
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------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
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|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
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- Limited wide layout. A width limit reduces the width, but some
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|| 2012 2013 2014 Total
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commodities will be hidden:
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==================++====================================================================================================================================================================================================================
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Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
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------------------++--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
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|| 10.00 ITOT, 337.18 USD, 12.00 VEA, 106.00 VHT 70.00 GLD, 18.00 ITOT, -98.12 USD, 10.00 VEA, 18.00 VHT -11.00 ITOT, 4881.44 USD, 14.00 VEA, 170.00 VHT 70.00 GLD, 17.00 ITOT, 5120.50 USD, 36.00 VEA, 294.00 VHT
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
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A width limit reduces the width, but some commodities will be hidden:
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Balance changes in 2012-01-01..2014-12-31:
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|| 2012 2013 2014 Total
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=wide,32
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==================++===========================================================================================================================
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Balance changes in 2012-01-01..2014-12-31:
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Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
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------------------++---------------------------------------------------------------------------------------------------------------------------
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|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
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- Tall layout. Each commodity gets a new line (may be different in
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|| 2012 2013 2014 Total
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each column), and account names are repeated:
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==================++===========================================================================================================================
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Assets:US:ETrade || 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
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------------------++---------------------------------------------------------------------------------------------------------------------------
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|| 10.00 ITOT, 337.18 USD, 2 more.. 70.00 GLD, 18.00 ITOT, 3 more.. -11.00 ITOT, 3 more.. 70.00 GLD, 17.00 ITOT, 3 more..
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
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Tall layout
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Balance changes in 2012-01-01..2014-12-31:
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|| 2012 2013 2014 Total
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Each commodity gets a new line (may be different in each column), and
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==================++==================================================
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account names are repeated:
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Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
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Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
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Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
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Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
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Assets:US:ETrade || 18.00 VHT 294.00 VHT
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------------------++--------------------------------------------------
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|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
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|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
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|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
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|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
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|| 18.00 VHT 294.00 VHT
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- Bare layout. Commodity symbols are kept in one column, each
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=tall
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commodity gets its own report row, account names are repeated:
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Balance changes in 2012-01-01..2014-12-31:
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
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|| 2012 2013 2014 Total
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Balance changes in 2012-01-01..2014-12-31:
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==================++==================================================
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Assets:US:ETrade || 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
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Assets:US:ETrade || 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
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Assets:US:ETrade || 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
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Assets:US:ETrade || 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
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Assets:US:ETrade || 18.00 VHT 294.00 VHT
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------------------++--------------------------------------------------
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|| 10.00 ITOT 70.00 GLD -11.00 ITOT 70.00 GLD
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|| 337.18 USD 18.00 ITOT 4881.44 USD 17.00 ITOT
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|| 12.00 VEA -98.12 USD 14.00 VEA 5120.50 USD
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|| 106.00 VHT 10.00 VEA 170.00 VHT 36.00 VEA
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|| 18.00 VHT 294.00 VHT
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|| Commodity 2012 2013 2014 Total
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Bare layout
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==================++=============================================
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Assets:US:ETrade || GLD 0 70.00 0 70.00
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Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
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Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
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Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
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Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
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------------------++---------------------------------------------
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|| GLD 0 70.00 0 70.00
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|| ITOT 10.00 18.00 -11.00 17.00
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|| USD 337.18 -98.12 4881.44 5120.50
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|| VEA 12.00 10.00 14.00 36.00
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|| VHT 106.00 18.00 170.00 294.00
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- Bare layout also affects CSV output, which is useful for producing
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Commodity symbols are kept in one column, each commodity has its own
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data that is easier to consume, eg for making charts:
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row, amounts are bare numbers, account names are repeated:
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -T -Y --layout=bare
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"account","commodity","balance"
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Balance changes in 2012-01-01..2014-12-31:
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"Assets:US:ETrade","GLD","70.00"
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"Assets:US:ETrade","ITOT","17.00"
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"Assets:US:ETrade","USD","5120.50"
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"Assets:US:ETrade","VEA","36.00"
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"Assets:US:ETrade","VHT","294.00"
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"total","GLD","70.00"
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"total","ITOT","17.00"
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"total","USD","5120.50"
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"total","VEA","36.00"
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"total","VHT","294.00"
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- Note: bare layout will sometimes display an extra row for the
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|| Commodity 2012 2013 2014 Total
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no-symbol commodity, because of zero amounts (hledger treats zeroes
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==================++=============================================
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as commodity-less, usually). This can break hledger-bar confusingly
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Assets:US:ETrade || GLD 0 70.00 0 70.00
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(workaround: add a cur: query to exclude the no-symbol row).
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Assets:US:ETrade || ITOT 10.00 18.00 -11.00 17.00
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Assets:US:ETrade || USD 337.18 -98.12 4881.44 5120.50
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Assets:US:ETrade || VEA 12.00 10.00 14.00 36.00
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Assets:US:ETrade || VHT 106.00 18.00 170.00 294.00
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------------------++---------------------------------------------
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|| GLD 0 70.00 0 70.00
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|| ITOT 10.00 18.00 -11.00 17.00
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|| USD 337.18 -98.12 4881.44 5120.50
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|| VEA 12.00 10.00 14.00 36.00
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|| VHT 106.00 18.00 170.00 294.00
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- Tidy layout produces normalised "tidy data", where every variable
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Bare layout also affects CSV output, which is useful for producing data
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has its own column and each row represents a single data point. See
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that is easier to consume, eg for making charts:
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https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html
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for more. This is the easiest kind of data for other software to
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consume. Here's how it looks:
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
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$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -O csv --layout=bare
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"account","period","start_date","end_date","commodity","value"
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"account","commodity","balance"
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"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
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"Assets:US:ETrade","GLD","70.00"
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"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
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"Assets:US:ETrade","ITOT","17.00"
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"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
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"Assets:US:ETrade","USD","5120.50"
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"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
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"Assets:US:ETrade","VEA","36.00"
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"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
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"Assets:US:ETrade","VHT","294.00"
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"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
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"total","GLD","70.00"
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"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
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"total","ITOT","17.00"
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"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
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"total","USD","5120.50"
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"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
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"total","VEA","36.00"
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"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
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"total","VHT","294.00"
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"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
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"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
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"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
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"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
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"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
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Useful balance reports
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Bare layout will sometimes display an extra row for the no-symbol
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commodity, because of zero amounts (hledger treats zeroes as
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commodity-less, usually). This can break hledger-bar confusingly
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(workaround: add a cur: query to exclude the no-symbol row).
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Tidy layout
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This produces normalised "tidy data" (see
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https://cran.r-project.org/web/packages/tidyr/vignettes/tidy-data.html)
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where every variable has its own column and each row represents a single
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data point. This is the easiest kind of data for other software to
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||||||
|
consume:
|
||||||
|
|
||||||
|
$ hledger -f examples/bcexample.hledger bal assets:us:etrade -3 -Y -O csv --layout=tidy
|
||||||
|
"account","period","start_date","end_date","commodity","value"
|
||||||
|
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","GLD","0"
|
||||||
|
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","ITOT","10.00"
|
||||||
|
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","USD","337.18"
|
||||||
|
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VEA","12.00"
|
||||||
|
"Assets:US:ETrade","2012","2012-01-01","2012-12-31","VHT","106.00"
|
||||||
|
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","GLD","70.00"
|
||||||
|
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","ITOT","18.00"
|
||||||
|
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","USD","-98.12"
|
||||||
|
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VEA","10.00"
|
||||||
|
"Assets:US:ETrade","2013","2013-01-01","2013-12-31","VHT","18.00"
|
||||||
|
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","GLD","0"
|
||||||
|
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","ITOT","-11.00"
|
||||||
|
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","USD","4881.44"
|
||||||
|
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VEA","14.00"
|
||||||
|
"Assets:US:ETrade","2014","2014-01-01","2014-12-31","VHT","170.00"
|
||||||
|
|
||||||
|
Some useful balance reports
|
||||||
|
|
||||||
Some frequently used balance options/reports are:
|
Some frequently used balance options/reports are:
|
||||||
|
|
||||||
|
|||||||
@ -132,6 +132,10 @@ balances in an opening transaction. These provide useful error checking,
|
|||||||
but you can ignore them temporarily with -I, or remove them if you
|
but you can ignore them temporarily with -I, or remove them if you
|
||||||
prefer.
|
prefer.
|
||||||
|
|
||||||
|
Single-commodity, subaccount-exclusive balance assertions (=) are
|
||||||
|
generated by default. This can be changed with --assertion-type='==*'
|
||||||
|
(eg).
|
||||||
|
|
||||||
When running close you should probably avoid using -C, -R, status:
|
When running close you should probably avoid using -C, -R, status:
|
||||||
(filtering by status or realness) or --auto (generating postings), since
|
(filtering by status or realness) or --auto (generating postings), since
|
||||||
the generated balance assertions would then require these.
|
the generated balance assertions would then require these.
|
||||||
|
|||||||
@ -4,34 +4,41 @@ Show journal and performance statistics.
|
|||||||
|
|
||||||
_FLAGS
|
_FLAGS
|
||||||
|
|
||||||
The stats command displays summary information for the whole journal, or
|
The stats command shows summary information for the whole journal, or a
|
||||||
a matched part of it. With a reporting interval, it shows a report for
|
matched part of it. With a reporting interval, it shows a report for
|
||||||
each report period.
|
each report period.
|
||||||
|
|
||||||
At the end, it shows (in the terminal) the overall run time and number
|
The default output is fairly impersonal, though it reveals the main file
|
||||||
of transactions processed per second. Note these are approximate and
|
name. With -v/--verbose, more details are shown, like file paths,
|
||||||
will vary based on machine, current load, data size, hledger version,
|
included files, and commodity names.
|
||||||
haskell lib versions, GHC version.. but they may be of interest. The
|
|
||||||
stats command's run time is similar to that of a single-column balance
|
It also shows some run time statistics:
|
||||||
report.
|
|
||||||
|
- elapsed time
|
||||||
|
- throughput: the number of transactions processed per second
|
||||||
|
- live: the peak memory in use by the program to do its work
|
||||||
|
- alloc: the peak memory allocation from the OS as seen by GHC.
|
||||||
|
Measuring this externally, eg with GNU time, is more accurate;
|
||||||
|
usually that will be a larger number; sometimes (with swapping?)
|
||||||
|
smaller.
|
||||||
|
|
||||||
|
The stats command's run time is similar to that of a balance report.
|
||||||
|
|
||||||
Example:
|
Example:
|
||||||
|
|
||||||
$ hledger stats -f examples/1000x1000x10.journal
|
$ hledger stats -f examples/1ktxns-1kaccts.journal
|
||||||
Main file : /Users/simon/src/hledger/examples/1000x1000x10.journal
|
Main file : .../1ktxns-1kaccts.journal
|
||||||
Included files :
|
Included files : 0
|
||||||
Transactions span : 2000-01-01 to 2002-09-27 (1000 days)
|
Txns span : 2000-01-01 to 2002-09-27 (1000 days)
|
||||||
Last transaction : 2002-09-26 (6995 days ago)
|
Last txn : 2002-09-26 (7827 days ago)
|
||||||
Transactions : 1000 (1.0 per day)
|
Txns : 1000 (1.0 per day)
|
||||||
Transactions last 30 days: 0 (0.0 per day)
|
Txns last 30 days : 0 (0.0 per day)
|
||||||
Transactions last 7 days : 0 (0.0 per day)
|
Txns last 7 days : 0 (0.0 per day)
|
||||||
Payees/descriptions : 1000
|
Payees/descriptions : 1000
|
||||||
Accounts : 1000 (depth 10)
|
Accounts : 1000 (depth 10)
|
||||||
Commodities : 26 (A, B, C, D, E, F, G, H, I, J, K, L, M, N, O, P, Q, R, S, T, U, V, W, X, Y, Z)
|
Commodities : 26
|
||||||
Market prices : 1000 (A)
|
Market prices : 1000
|
||||||
|
Runtime stats : 0.12 s elapsed, 8266 txns/s, 4 MB live, 16 MB alloc
|
||||||
Run time : 0.12 s
|
|
||||||
Throughput : 8342 txns/s
|
|
||||||
|
|
||||||
This command supports the -o/--output-file option (but not
|
This command supports the -o/--output-file option (but not
|
||||||
-O/--output-format selection).
|
-O/--output-format).
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user