;update CLI usage texts
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				| @ -29,10 +29,31 @@ html, and json. | |||||||
| 
 | 
 | ||||||
| The balance command can produce several styles of report: | The balance command can produce several styles of report: | ||||||
| 
 | 
 | ||||||
| Classic balance report | Single-period flat balance report | ||||||
| 
 | 
 | ||||||
| This is the original balance report, as found in Ledger. It usually | This is the default for hledger's balance command: a flat list of all | ||||||
| looks like this: | (or with a query, matched) accounts, showing full account names. | ||||||
|  | Accounts are sorted by declaration order if any, and then by account | ||||||
|  | name. Accounts which have zero balance are not shown unless -E/--empty | ||||||
|  | is used. The reported balances' total is shown as the last line, unless | ||||||
|  | disabled by -N/--no-total. | ||||||
|  | 
 | ||||||
|  | $ hledger bal | ||||||
|  |                   $1  assets:bank:saving | ||||||
|  |                  $-2  assets:cash | ||||||
|  |                   $1  expenses:food | ||||||
|  |                   $1  expenses:supplies | ||||||
|  |                  $-1  income:gifts | ||||||
|  |                  $-1  income:salary | ||||||
|  |                   $1  liabilities:debts | ||||||
|  | -------------------- | ||||||
|  |                    0   | ||||||
|  | 
 | ||||||
|  | Single-period tree-mode balance report | ||||||
|  | 
 | ||||||
|  | With the -t/--tree flag, accounts are displayed hierarchically, showing | ||||||
|  | subaccounts as short names indented below their parent. (This is the | ||||||
|  | default style in Ledger and in older hledger versions.) | ||||||
| 
 | 
 | ||||||
| $ hledger balance | $ hledger balance | ||||||
|                  $-1  assets |                  $-1  assets | ||||||
| @ -48,33 +69,26 @@ $ hledger balance | |||||||
| -------------------- | -------------------- | ||||||
|                    0 |                    0 | ||||||
| 
 | 
 | ||||||
| By default, accounts are displayed hierarchically, with subaccounts | For more compact output, "boring" accounts containing a single | ||||||
| indented below their parent, with accounts at each level of the tree | interesting subaccount and no balance of their own (assets:bank and | ||||||
| sorted by declaration order if declared, then by account name. | liabilities here) are elided into the following line, unless --no-elide | ||||||
|  | is used. And accounts which have zero balance and no non-zero | ||||||
|  | subaccounts are omitted, unless -E/--empty is used. | ||||||
| 
 | 
 | ||||||
| "Boring" accounts, which contain a single interesting subaccount and no | Account balances in tree mode are "inclusive" - they include the | ||||||
| balance of their own, are elided into the following line for more | balances of any subaccounts. Eg, the assets $-1 balance here includes | ||||||
| compact output. (Eg above, the "liabilities" account.) Use --no-elide to | the $1 from assets:bank:saving and the $-2 from assets:cash. (And it | ||||||
| prevent this. | would include balance posted to the assets account itself, if there was | ||||||
|  | any). Note this causes some repetition, and the final total (0) is the | ||||||
|  | sum of the top-level balances, not of all the balances shown. | ||||||
| 
 | 
 | ||||||
| Account balances are "inclusive" - they include the balances of any | Each group of sibling accounts is sorted separately, by declaration | ||||||
| subaccounts. | order and then by account name. | ||||||
| 
 | 
 | ||||||
| Accounts which have zero balance (and no non-zero subaccounts) are | Customising single-period balance reports | ||||||
| omitted. Use -E/--empty to show them. |  | ||||||
| 
 | 
 | ||||||
| A final total is displayed by default; use -N/--no-total to suppress it, | You can customise the layout of single-period balance reports with | ||||||
| eg: | --format FMT, which sets the format of each line. Eg: | ||||||
| 
 |  | ||||||
| $ hledger balance -p 2008/6 expenses --no-total |  | ||||||
|                   $2  expenses |  | ||||||
|                   $1    food |  | ||||||
|                   $1    supplies |  | ||||||
| 
 |  | ||||||
| Customising the classic balance report |  | ||||||
| 
 |  | ||||||
| You can customise the layout of classic balance reports with |  | ||||||
| --format FMT: |  | ||||||
| 
 | 
 | ||||||
| $ hledger balance --format "%20(account) %12(total)" | $ hledger balance --format "%20(account) %12(total)" | ||||||
|               assets          $-1 |               assets          $-1 | ||||||
| @ -129,28 +143,12 @@ Some example formats: | |||||||
| -   %20(total)  %2(depth_spacer)%-(account) - the default format for the | -   %20(total)  %2(depth_spacer)%-(account) - the default format for the | ||||||
|     single-column balance report |     single-column balance report | ||||||
| 
 | 
 | ||||||
| Colour support | Depth limiting | ||||||
| 
 | 
 | ||||||
| In terminal output, when colour is enabled, the balance command shows | With a depth:N query, or --depth N option, or just -N, balance reports | ||||||
| negative amounts in red. | will show accounts only to the specified depth. This is very useful to | ||||||
| 
 | hide low-level accounts and get an overview. Eg, limiting to depth 1 | ||||||
| Flat mode | shows the top-level accounts: | ||||||
| 
 |  | ||||||
| To see a flat list instead of the default hierarchical display, use |  | ||||||
| --flat. In this mode, accounts (unless depth-clipped) show their full |  | ||||||
| names and "exclusive" balance, excluding any subaccount balances. In |  | ||||||
| this mode, you can also use --drop N to omit the first few account name |  | ||||||
| components. |  | ||||||
| 
 |  | ||||||
| $ hledger balance -p 2008/6 expenses -N --flat --drop 1 |  | ||||||
|                   $1  food |  | ||||||
|                   $1  supplies |  | ||||||
| 
 |  | ||||||
| Depth limited balance reports |  | ||||||
| 
 |  | ||||||
| With --depth N or depth:N or just -N, balance reports show accounts only |  | ||||||
| to the specified numeric depth. This is very useful to summarise a |  | ||||||
| complex set of accounts and get an overview. |  | ||||||
| 
 | 
 | ||||||
| $ hledger balance -N -1 | $ hledger balance -N -1 | ||||||
|                  $-1  assets |                  $-1  assets | ||||||
| @ -158,8 +156,30 @@ $ hledger balance -N -1 | |||||||
|                  $-2  income |                  $-2  income | ||||||
|                   $1  liabilities |                   $1  liabilities | ||||||
| 
 | 
 | ||||||
| Flat-mode balance reports, which normally show exclusive balances, show | Accounts at the depth limit will include the balances of any hidden | ||||||
| inclusive balances at the depth limit. | subaccounts (even in flat mode, which normally shows exclusive | ||||||
|  | balances). | ||||||
|  | 
 | ||||||
|  | You can also drop account name components from the start of account | ||||||
|  | names, using --drop N. This can be useful to hide unwanted top-level | ||||||
|  | detail. | ||||||
|  | 
 | ||||||
|  | Colour support | ||||||
|  | 
 | ||||||
|  | In terminal output, when colour is enabled, the balance command shows | ||||||
|  | negative amounts in red. | ||||||
|  | 
 | ||||||
|  | Sorting by amount | ||||||
|  | 
 | ||||||
|  | With -S/--sort-amount, accounts with the largest (most positive) | ||||||
|  | balances are shown first. For example, hledger bal expenses -MAS shows | ||||||
|  | your biggest averaged monthly expenses first. | ||||||
|  | 
 | ||||||
|  | Revenues and liability balances are typically negative, however, so -S | ||||||
|  | shows these in reverse order. To work around this, you can add --invert | ||||||
|  | to flip the signs. Or, use one of the sign-flipping reports like | ||||||
|  | balancesheet or incomestatement, which also support -S. Eg: | ||||||
|  | hledger is -MAS. | ||||||
| 
 | 
 | ||||||
| Percentages | Percentages | ||||||
| 
 | 
 | ||||||
| @ -189,31 +209,21 @@ This flag does not work if the report contains any mixed commodity | |||||||
| accounts. If there are mixed commodity accounts in the report be sure to | accounts. If there are mixed commodity accounts in the report be sure to | ||||||
| use -V or -B to coerce the report into using a single commodity. | use -V or -B to coerce the report into using a single commodity. | ||||||
| 
 | 
 | ||||||
| Sorting by amount | Multi-period balance report | ||||||
| 
 | 
 | ||||||
| With -S/--sort-amount, accounts with the largest (most positive) | Multi-period balance reports are a very useful hledger feature, | ||||||
| balances are shown first. For example, hledger bal expenses -MAS shows | activated if you provide one of the reporting interval flags, such as | ||||||
| your biggest averaged monthly expenses first. | -M/--monthly. They are similar to single-period balance reports, but | ||||||
|  | they show the report as a table, with columns representing one or more | ||||||
|  | successive time periods. This is the usually the preferred style of | ||||||
|  | balance report in hledger (even for a single period). | ||||||
| 
 | 
 | ||||||
| Revenues and liability balances are typically negative, however, so -S | Multi-period balance reports come in several types, showing different | ||||||
| shows these in reverse order. To work around this, you can add --invert |  | ||||||
| to flip the signs. Or, use one of the sign-flipping reports like |  | ||||||
| balancesheet or incomestatement, which also support -S. Eg: |  | ||||||
| hledger is -MAS. |  | ||||||
| 
 |  | ||||||
| Multicolumn balance report |  | ||||||
| 
 |  | ||||||
| Multicolumn or tabular balance reports are a very useful hledger |  | ||||||
| feature, and usually the preferred style. They share many of the above |  | ||||||
| features, but they show the report as a table, with columns representing |  | ||||||
| time periods. This mode is activated by providing a reporting interval. |  | ||||||
| 
 |  | ||||||
| There are three types of multicolumn balance report, showing different |  | ||||||
| information: | information: | ||||||
| 
 | 
 | ||||||
| 1.  By default: each column shows the sum of postings in that period, ie | 1.  A balance change report: by default, each column shows the sum of | ||||||
|     the account's change of balance in that period. This is useful eg |     postings in that period, ie the account's change of balance in that | ||||||
|     for a monthly income statement: |     period. This is useful eg for a monthly income statement: | ||||||
| 
 | 
 | ||||||
| $ hledger balance --quarterly income expenses -E | $ hledger balance --quarterly income expenses -E | ||||||
| Balance changes in 2008: | Balance changes in 2008: | ||||||
| @ -227,9 +237,9 @@ information: | |||||||
| -------------------++--------------------------------- | -------------------++--------------------------------- | ||||||
|                    ||     $-1      $1       0       0  |                    ||     $-1      $1       0       0  | ||||||
| 
 | 
 | ||||||
| 2.  With --cumulative: each column shows the ending balance for that | 2.  A cumulative end balance report: with --cumulative, each column | ||||||
|     period, accumulating the changes across periods, starting from 0 at |     shows the end balance for that period, accumulating the changes | ||||||
|     the report start date: |     across periods, starting from 0 at the report start date: | ||||||
| 
 | 
 | ||||||
|     $ hledger balance --quarterly income expenses -E --cumulative |     $ hledger balance --quarterly income expenses -E --cumulative | ||||||
|     Ending balances (cumulative) in 2008: |     Ending balances (cumulative) in 2008: | ||||||
| @ -243,11 +253,12 @@ information: | |||||||
|     -------------------++------------------------------------------------- |     -------------------++------------------------------------------------- | ||||||
|                        ||         $-1           0           0           0  |                        ||         $-1           0           0           0  | ||||||
| 
 | 
 | ||||||
| 3.  With --historical/-H: each column shows the actual historical ending | 3.  A historical end balance report: with --historical/-H, each column | ||||||
|     balance for that period, accumulating the changes across periods, |     shows the actual historical end balance for that period, | ||||||
|     starting from the actual balance at the report start date. This is |     accumulating the changes across periods, and including the balance | ||||||
|     useful eg for a multi-period balance sheet, and when you are showing |     from any postings before the report start date. This is useful eg | ||||||
|     only the data after a certain start date: |     for a multi-period balance sheet, and when you want to see balances | ||||||
|  |     only after a certain date: | ||||||
| 
 | 
 | ||||||
|     $ hledger balance ^assets ^liabilities --quarterly --historical --begin 2008/4/1 |     $ hledger balance ^assets ^liabilities --quarterly --historical --begin 2008/4/1 | ||||||
|     Ending balances (historical) in 2008/04/01-2008/12/31: |     Ending balances (historical) in 2008/04/01-2008/12/31: | ||||||
| @ -264,9 +275,6 @@ information: | |||||||
| Note that --cumulative or --historical/-H disable --row-total/-T, since | Note that --cumulative or --historical/-H disable --row-total/-T, since | ||||||
| summing end balances generally does not make sense. | summing end balances generally does not make sense. | ||||||
| 
 | 
 | ||||||
| Multicolumn balance reports display accounts in flat mode by default; to |  | ||||||
| see the hierarchy, use --tree. |  | ||||||
| 
 |  | ||||||
| With a reporting interval (like --quarterly above), the report start/end | With a reporting interval (like --quarterly above), the report start/end | ||||||
| dates will be adjusted if necessary so that they encompass the displayed | dates will be adjusted if necessary so that they encompass the displayed | ||||||
| report periods. This is so that the first and last periods will be | report periods. This is so that the first and last periods will be | ||||||
|  | |||||||
| @ -1,16 +1,19 @@ | |||||||
| check | check | ||||||
| Check for various kinds of errors in your data. experimental | Check for various kinds of errors in your data. | ||||||
| 
 | 
 | ||||||
| _FLAGS | _FLAGS | ||||||
| 
 | 
 | ||||||
| hledger provides a number of built-in error checks to help prevent | hledger provides a number of built-in error checks to help prevent | ||||||
| problems in your data. Some of these are run automatically; or, you can | problems in your data. Some of these are run automatically; or, you can | ||||||
| use this check command to run them on demand, with no output and a zero | use this check command to run them on demand, with no output and a zero | ||||||
| exit code if all is well. Some examples: | exit code if all is well. Specify their names (or a prefix) as | ||||||
|  | argument(s). | ||||||
|  | 
 | ||||||
|  | Some examples: | ||||||
| 
 | 
 | ||||||
| hledger check      # basic checks | hledger check      # basic checks | ||||||
| hledger check -s   # basic + strict checks | hledger check -s   # basic + strict checks | ||||||
| hledger check ordereddates uniqueleafnames  # basic + specified checks | hledger check ordereddates payees  # basic + two other checks | ||||||
| 
 | 
 | ||||||
| Here are the checks currently available: | Here are the checks currently available: | ||||||
| 
 | 
 | ||||||
| @ -32,7 +35,7 @@ commands, including check: | |||||||
| Strict checks | Strict checks | ||||||
| 
 | 
 | ||||||
| These additional checks are run when the -s/--strict (strict mode) flag | These additional checks are run when the -s/--strict (strict mode) flag | ||||||
| is used. They can also be run by specifying their names as arguments to | is used. Or, they can be run by giving their names as arguments to | ||||||
| check: | check: | ||||||
| 
 | 
 | ||||||
| -   accounts - all account names used by transactions have been declared | -   accounts - all account names used by transactions have been declared | ||||||
| @ -41,8 +44,9 @@ check: | |||||||
| 
 | 
 | ||||||
| Other checks | Other checks | ||||||
| 
 | 
 | ||||||
| These checks can be run only by specifying their names as arguments to | These checks can be run only by giving their names as arguments to | ||||||
| check: | check. They are more specialised and not desirable for everyone, | ||||||
|  | therefore optional: | ||||||
| 
 | 
 | ||||||
| -   ordereddates - transactions are ordered by date (similar to the old | -   ordereddates - transactions are ordered by date (similar to the old | ||||||
|     check-dates command) |     check-dates command) | ||||||
| @ -50,12 +54,11 @@ check: | |||||||
| -   payees - all payees used by transactions have been declared | -   payees - all payees used by transactions have been declared | ||||||
| 
 | 
 | ||||||
| -   uniqueleafnames - all account leaf names are unique (similar to the | -   uniqueleafnames - all account leaf names are unique (similar to the | ||||||
|     old check-dupes command) |     old check-dupes command). | ||||||
| 
 | 
 | ||||||
| Add-on checks | Custom checks | ||||||
| 
 | 
 | ||||||
| These checks are not yet integrated with check, but are available as | A few more checks are are available as separate add-on commands, in | ||||||
| add-on commands in |  | ||||||
| https://github.com/simonmichael/hledger/tree/master/bin: | https://github.com/simonmichael/hledger/tree/master/bin: | ||||||
| 
 | 
 | ||||||
| -   hledger-check-tagfiles - all tag values containing / (a forward | -   hledger-check-tagfiles - all tag values containing / (a forward | ||||||
| @ -64,5 +67,5 @@ https://github.com/simonmichael/hledger/tree/master/bin: | |||||||
| -   hledger-check-fancyassertions - more complex balance assertions are | -   hledger-check-fancyassertions - more complex balance assertions are | ||||||
|     passing |     passing | ||||||
| 
 | 
 | ||||||
| You could make your own similar scripts to perform custom checks; | You could make similar scripts to perform your own custom checks. See: | ||||||
| Cookbook -> Scripting may be helpful. | Cookbook -> Scripting. | ||||||
|  | |||||||
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