* toc # hledger User Manual ## Introduction and overview [hledger](/) is a program for tracking money, time, or any other commodity, using double-entry accounting and a simple, editable file format. It is inspired by and largely compatible with [ledger](http://ledger-cli.org). Its basic function is to read a plain text file describing financial transactions, and quickly generate useful reports via the command line. It can also help you record transactions, and there is also a web interface. You can use it to, eg: - track spending and income - track unpaid or due invoices - track time and report by day/week/month/project - get accurate numbers for client billing and tax filing hledger is Free Software released under GPL version 3 or later, and is tested on unix, mac and windows. See [Download](download.html) for installation help. This manual is the reference for every part of hledger's functionality; this version documents hledger and hledger-web 0.27 If you find anything missing or incorrect, please report it as a bug. Patches and feedback are always welcome. If you're just starting with hledger, there's no need to read all of this. Instead, I suggest (in addition to, or instead of, the step-by-step [tutorial](step-by-step)): 1. read [Usage](#usage) to learn the basic UI and start a journal file 2. and the first part of [Journal](#journal) which explains the journal file 3. then try out the [commands](#commands) 4. when you're ready, learn how to refine them with search [queries](#queries) and command-line [options](#options). Here is an overview of hledger's commands. **Built-in commands:** - [accounts](#accounts) - show account names - [activity](#activity) - show a histogram of transaction activity - [add](#add) - interactively prompt for new journal entries - [balance](#balance) - show accounts and their balances in one or more periods - [balancesheet](#balancesheet) - show asset and liability balances - [cashflow](#cashflow) - show changes in asset balances - [incomestatement](#incomestatement) - show revenues and expenses - [print](#print) - show journal entries - [register](#register) - show postings, usually to a specific account, in one or more periods - [stats](#stats) - show some journal summary info - [test](#test) - run built-in unit tests **Add-on commands:** (install the corresponding packages to make these available) - [autosync](#autosync) - downloads OFX data from banks, converts OFX to journal entries, and prints the new ones - [diff](#diff) - compare two journal files and show differing transactions - [interest](#interest) - generate interest transactions for various schemes - [irr](#irr) - calculate the internal rate of return of an account - [web](#web) - a web UI for browsing transactions and accounts and adding new ones **Experimental commands:** (extra scripts available in the hledger source) - [equity](#equity) - generate an "opening balances" entry restoring all account balances - [print-unique](#print-unique) - show only journal entries with unique descriptions - [rewrite](#rewrite) - like print, but adds custom postings to matched entries ## Usage Basic usage is: ```shell $ hledger COMMAND [OPTIONS] [ARGS] ``` Most [commands](#commands) query or operate on a [journal file](#journal), which by default is `.hledger.journal` in your home directory. You can specify a different file with the `-f` option or `LEDGER_FILE` environment variable, or standard input with `-f-`. Options are similar across most commands, with some variations; use `hledger COMMAND --help` for details. Most options must appear after COMMAND, not before it; but the following general options can appear anywhere: `-f`, `--rules-file`, `--alias`, `--ignore-assertions`, `--help`, `--debug`, `--version`. If an option is repeated, the last one takes precedence. Eg `-p jan -p feb` is equivalent to `-p feb`. Arguments are also command-specific, but usually they form a [query](#queries) which selects a subset of the journal, eg transactions in a certain account. To create an initial journal, run `hledger add` and follow the prompts to enter some transactions. Or, save this [sample file](https://raw.github.com/simonmichael/hledger/master/data/sample.journal) as `.hledger.journal` in your home directory. Now try some commands, eg like these: ``` {.shell .bold} $ hledger # show available commands $ hledger add # add more transactions to the journal file $ hledger balance # all accounts with aggregated balances $ hledger balance --help # show help for balance command $ hledger balance --depth 1 # only top-level accounts $ hledger register # show account postings, with running total $ hledger reg income # show postings to/from income accounts $ hledger reg 'assets:some bank:checking' # show postings to/from this checking account $ hledger print desc:shop # show transactions with shop in the description $ hledger activity -W # show transaction counts per week as a bar chart ``` ## Data formats ### Journal hledger's usual data source is a plain text file containing journal entries in hledger journal format. This file represents a standard accounting [general journal](http://en.wikipedia.org/wiki/General_journal). I use file names ending in `.journal`, but that's not required. The journal file contains a number of transaction entries, each describing a transfer of money (or any commodity) between two or more named accounts, in a simple format readable by both hledger and humans. hledger's journal format is a compatible subset, [mostly](faq.html#file-format-differences), of [ledger's journal format](http://ledger-cli.org/3.0/doc/ledger3.html#Journal-Format), so hledger can work with [compatible](faq.html#file-format-differences) ledger journal files as well. It's safe, and encouraged, to run both hledger and ledger on the same journal file, eg to validate the results you're getting. You can use hledger without learning any more about this file; just use the [add](#add) or [web](#web) commands to create and update it. Many users, though, also edit the journal file directly with a text editor, perhaps assisted by the helper modes for emacs or vim. Here's an example: ```journal ; A sample journal file. This is a comment. 2008/01/01 income ; <- transaction's first line starts in column 0, contains date and description assets:bank:checking $1 ; <- posting lines start with whitespace, each contains an account name income:salary $-1 ; followed by at least two spaces and an amount 2008/06/01 gift assets:bank:checking $1 ; <- at least two postings in a transaction income:gifts $-1 ; <- their amounts must balance to 0 2008/06/02 save assets:bank:saving $1 assets:bank:checking ; <- one amount may be omitted; here $-1 is inferred 2008/06/03 eat & shop ; <- description can be anything expenses:food $1 expenses:supplies $1 ; <- this transaction debits two expense accounts assets:cash ; <- $-2 inferred 2008/12/31 * pay off ; <- an optional * or ! after the date means "cleared" (or anything you want) liabilities:debts $1 assets:bank:checking ``` Now let's explore the available journal file syntax in detail. #### Entries Each journal entry begins with a [simple date](#simple-dates) in column 0, followed by three optional fields with spaces between them: - a status flag, which can be empty or `!` or `*` (meaning "uncleared", "pending" and "cleared", or whatever you want) - a transaction code (eg a check number), - and/or a description then some number of postings, of some amount to some account, each on its own line. Usually there are at least two postings, though one or even none is possible. The ([real](#virtual-postings)) posting amounts within a transaction must always balance, ie add up to 0. Optionally one amount can be left blank, in which case it will be inferred. #### Dates ##### Simple dates Within a journal file, transaction dates use Y/M/D (or Y-M-D or Y.M.D) Leading zeroes are optional. The year may be omitted, in which case it defaults to the current year, or you can set the default year with a [default year directive](#default-year). Some examples: `2010/01/31`, `1/31`, `2010-01-31`, `2010.1.31`. ##### Secondary dates Real-life transactions sometimes involve more than one date - eg the date you write a cheque, and the date it clears in your bank. When you want to model this, eg for more accurate balances, write both dates separated by an equals sign. The *primary date*, on the left, is used by default; the *secondary date*, on the right, is used when the `--date2` flag is specified (For Ledger compatibility, `--aux-date` or `--effective` also work.) Their meaning is up to you, but it's best to follow a consistent rule. Eg write the bank's clearing date as primary, and when needed, the date the transaction was initiated as secondary. Here's an example. Note that a secondary date will use the year of the primary date if unspecified. ```journal 2010/2/23=2/19 movie ticket expenses:cinema $10 assets:checking ```
```{.shell} $ hledger register checking 2010/02/23 movie ticket assets:checking $-10 $-10 ``` ```{.shell} $ hledger register checking --date2 2010/02/19 movie ticket assets:checking $-10 $-10 ``` Secondary dates require some effort: you must use them consistently in your journal entries and remember whether to use or not use the `--date2` flag for your reports. Arguably they are now obsolete, superseded by... ##### Posting dates You can give individual postings a different date from their parent transaction, by adding a [posting tag](#tags) (see below) like `date:DATE`, where DATE is a [simple date](#simple-dates). This is probably the best way to control posting dates precisely. Eg in this example the expense should appear in May reports, and the deduction from checking should be reported on 6/1 for easy bank reconciliation: ``` {.journal} 2015/5/30 expenses:food $10 ; food purchased on saturday 5/30 assets:checking ; bank cleared it on monday, date:6/1 ``` ```{.shell} $ hledger -f tt.j register food 2015/05/30 expenses:food $10 $10 ``` ```{.shell} $ hledger -f tt.j register checking 2015/06/01 assets:checking $-10 $-10 ``` A posting date will use the year of the transaction date if unspecified. You can also set the secondary date, with `date2:DATE2`. For compatibility, Ledger's older posting date syntax is also supported: `[DATE]`, `[DATE=DATE2]` or `[=DATE2]` in a posting comment. When using any of these forms, be sure to provide a valid simple date or you'll get a parse error. Eg a `date:` tag with no value is not allowed. #### Account names Account names typically have several parts separated by a full colon, from which hledger derives a hierarchical chart of accounts. They can be anything you like, but in finance there are traditionally five top-level accounts: `assets`, `liabilities`, `income`, `expenses`, and `equity`. Account names may contain single spaces, eg: `assets:accounts receivable`. Because of this, they must always be followed by at least two spaces (or newline). Account names can be [aliased](#account-aliases). #### Amounts After the account name, there is usually an amount. Important: between account name and amount, there must be **two or more** spaces. The amount is a number, optionally with a currency symbol or commodity name on either the left or right. Negative amounts may have the minus sign either before or after the currency symbol (`-$1` or `$-1`). Commodity names which contain more than just letters should be enclosed in double quotes (`1 "person hours"`). ##### Decimal points and digit groups hledger supports flexible decimal point and digit group separator styles, to support international variations. Numbers can use either a period (`.`) or a comma (`,`) as decimal point. They can also have digit group separators at any position (eg thousands separators) which can be comma or period - whichever one you did not use as a decimal point. If you use digit group separators, you must also include a decimal point in at least one number in the same commodity, so that hledger knows which character is which. Eg, write `$1,000.00` or `$1.000,00`. ##### Amount display styles Based on how you format amounts, hledger will infer canonical display styles for each commodity, and use these when displaying amounts in that commodity. Amount styles include: - the position (left or right) and spacing (space or no separator) of the commodity symbol - the digit group separator character (comma or period) and digit group sizes, if any - the decimal point character (period or comma) - the display precision (number of decimal places displayed) The canonical style is generally the style of the first posting amount seen in a commodity. However the display precision will be the highest precision seen in all posting amounts in that commmodity. The precisions used in a price amount, or a D directive, don't affect the canonical display precision directly, but they can affect it indirectly, eg when D's default commodity is applied to a commodity-less amount or when an amountless posting is balanced using a price's commodity (actually this last case does not influence the canonical display precision but probably should). #### Virtual Postings When you parenthesise the account name in a posting, that posting is considered *virtual*, which means: - it is ignored when checking that the transaction is balanced - it is excluded from reports when the `--real/-R` flag is used, or the `real:1` query. You could use this, eg, to set an account's opening balance without needing to use the `equity:opening balances` account: ```journal 1/1 special unbalanced posting to set initial balance (assets:checking) $1000 ``` ##### Balanced Virtual Postings When the account name is bracketed, the posting is *balanced virtual*, which is just like a virtual posting except the balanced virtual postings in a transaction must balance to 0, like the real postings (but separately from them). Balanced virtual postings are also excluded by `--real/-R` or `real:1`. Virtual postings are a feature inherited from Ledger can can occasionally be useful, but they can be a crutch and you should think twice or three times before using them. You can almost always find an equivalent journal entry using two or more real postings that will be more correct and more error-proof. #### Balance Assertions hledger supports ledger-style [balance assertions](http://ledger-cli.org/3.0/doc/ledger3.html#Balance-assertions) in journal files. These look like `=EXPECTEDBALANCE` following a posting's amount. Eg in this example we assert the expected dollar balance in accounts a and b after each posting: ``` {.journal} 2013/1/1 a $1 =$1 b =$-1 2013/1/2 a $1 =$2 b $-1 =$-2 ``` After reading a journal file, hledger will check all balance assertions and report an error if any of them fail. Balance assertions can protect you from, eg, inadvertently disrupting reconciled balances while cleaning up old entries. You can disable them temporarily with the `--ignore-assertions` flag, which can be useful for troubleshooting or for reading Ledger files. ##### Assertions and ordering hledger sorts an account's postings and assertions first by date and then (for postings on the same day) by parse order. Note this is different from Ledger, which sorts assertions only by parse order. (Also, Ledger assertions do not see the accumulated effect of repeated postings to the same account within a transaction.) So, hledger balance assertions keep working if you reorder differently-dated transactions within the journal. But if you reorder same-dated transactions or postings, assertions might break and require updating. This order dependence does bring an advantage: precise control over the order of postings and assertions within a day, so you can assert intra-day balances. With [included files](#including-other-files), things are a little more complicated. Including preserves the ordering of postings and assertions. If you have multiple postings to an account on the same day, split across different files, and you also want to assert the account's balance on the same day, you'll have to put the assertion in the right file. ##### Assertions and commodities The asserted balance must be a simple single-commodity amount, and in fact the assertion checks only this commodity's balance within the (possibly multi-commodity) account balance. We could call this a partial balance assertion. This is compatible with Ledger, and makes it possible to make assertions about accounts containing multiple commodities. To assert each commodity's balance in such a multi-commodity account, you can add multiple postings (with amount 0 if necessary). But note that no matter how many assertions you add, you can't be sure the account does not contain some unexpected commodity. (We'll add support for this kind of total balance assertion if there's demand.) ##### Assertions and subaccounts Balance assertions do not count the balance from subaccounts; they check the posted account's exclusive balance. For example: ``` {.journal} 1/1 checking:fund 1 = 1 ; post to this subaccount, its balance is now 1 checking 1 = 1 ; post to the parent account, its exclusive balance is now 1 equity ``` The balance report's flat mode shows these exclusive balances more clearly: ```shell $ hledger bal checking --flat 1 checking 1 checking:fund -------------------- 2 ``` ###### Assertions and virtual postings Balance assertions are checked against all postings, both real and [virtual](#virtual-postings). They are not affected by the `--real/-R` flag or `real:` query. #### Prices ##### Transaction prices When recording a transaction, you can also record an amount's price in another commodity. This documents the exchange rate, cost (of a purchase), or selling price (of a sale) that was in effect within this particular transaction (or more precisely, within the particular posting). These transaction prices are fixed, and do not change. Such priced amounts can be displayed in their transaction price's commodity, by using the `--cost/-B` flag (B for "cost Basis"), supported by most hledger commands. There are three ways to specify a transaction price: 1. Write the unit price (aka exchange rate), as `@ UNITPRICE` after the amount: ```journal 2009/1/1 assets:foreign currency €100 @ $1.35 ; one hundred euros at $1.35 each assets:cash ``` 2. Or write the total price, as `@@ TOTALPRICE` after the amount: ```journal 2009/1/1 assets:foreign currency €100 @@ $135 ; one hundred euros at $135 for the lot assets:cash ``` 3. Or let hledger infer the price so as to balance the transaction. To permit this, you must fully specify all posting amounts, and their sum must have a non-zero amount in exactly two commodities: ```journal 2009/1/1 assets:foreign currency €100 ; one hundred euros assets:cash $-135 ; exchanged for $135 ``` With any of the above examples we get: ```shell $ hledger print -B 2009/01/01 assets:foreign currency $135.00 assets:cash $-135.00 ``` Example use for transaction prices: recording the effective conversion rate of purchases made in a foreign currency. ##### Market prices Market prices are not tied to a particular transaction; they represent historical exchange rates between two commodities, usually from some public market which publishes such rates. When market prices are known, the `-V/--value` option will use them to convert reported amounts to their market value as of the report end date. This option is currently available only with the [balance](#balance) command. You record market prices (Ledger calls them historical prices) with a P directive, in the journal or perhaps in a separate [included](#including-other-files) file. Market price directives have the format: ```journal P DATE COMMODITYSYMBOL UNITPRICE ``` For example, the following directives say that the euro's exchange rate was 1.35 US dollars during 2009, and $1.40 from 2010 onward (and unknown before 2009). ```journal P 2009/1/1 € $1.35 P 2010/1/1 € $1.40 ``` Example use for market prices: tracking the value of stocks. #### Comments Lines in the journal beginning with a semicolon (`;`) or hash (`#`) or asterisk (`*`) are comments, and will be ignored. (Asterisk comments make it easy to treat your journal like an org-mode outline in emacs.) Also, anything between [`comment` and `end comment` directives](#multi-line-comments) is a (multi-line) comment. If there is no `end comment`, the comment extends to the end of the file. You can attach comments to a transaction by writing them after the description and/or indented on the following lines (before the postings). Similarly, you can attach comments to an individual posting by writing them after the amount and/or indented on the following lines. Some examples: ```journal # a journal comment ; also a journal comment comment This is a multiline comment, which continues until a line where the "end comment" string appears on its own. end comment 2012/5/14 something ; a transaction comment ; the transaction comment, continued posting1 1 ; a comment for posting 1 posting2 ; a comment for posting 2 ; another comment line for posting 2 ; a journal comment (because not indented) ``` #### Tags A *tag* is a word followed by a full colon inside a transaction or posting [comment](#comments). You can write multiple tags, comma separated. Eg: `; a comment containing sometag:, anothertag:`. You can search for tags with the [`tag:` query](manual#queries). A tag can also have a value, which is any text between the colon and the next comma or newline, excluding leading/trailing whitespace. (So hledger tag values can not contain commas or newlines). Tags in a transaction comment affect the transaction and all of its postings, while tags in a posting comment affect only that posting. For example, the following transaction has three tags (A, TAG2, third-tag) and the posting has four (A, TAG2, third-tag, posting-tag): ``` {.journal} 1/1 a transaction ; A:, TAG2: ; third-tag: a third transaction tag, this time with a value (a) $1 ; posting-tag: ``` Tags are like Ledger's [metadata](http://ledger-cli.org/3.0/doc/ledger3.html#Metadata) feature, except hledger's tag values are always simple strings. #### Directives ##### Account aliases You can define aliases which rewrite your account names (after reading the journal, before generating reports). hledger's account aliases can be useful for: - expanding shorthand account names to their full form, allowing easier data entry and a less verbose journal - adapting old journals to your current chart of accounts - experimenting with new account organisations, like a new hierarchy or combining two accounts into one - customising reports See also [How to use account aliases](how-to-use-account-aliases.html). ###### Basic aliases To set an account alias, use the `alias` directive in your journal file. This affects all subsequent journal entries in the current file or its [included files](#including-other-files). The spaces around the = are optional: ``` {.journal} alias OLD = NEW ``` Or, you can use the `--alias 'OLD=NEW'` option on the command line. This affects all entries. It's useful for trying out aliases interactively. OLD and NEW are full account names. hledger will replace any occurrence of the old account name with the new one. Subaccounts are also affected. Eg: ``` {.journal} alias checking = assets:bank:wells fargo:checking # rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a" ``` ###### Regex aliases There is also a more powerful variant that uses a regular expression, indicated by the forward slashes. (This was the default behaviour in hledger 0.24-0.25): ``` {.journal} alias /REGEX/ = REPLACEMENT ``` or `--alias '/REGEX/=REPLACEMENT'`. REGEX is a case-insensitive regular expression. Anywhere it matches inside an account name, the matched part will be replaced by REPLACEMENT. If REGEX contains parenthesised match groups, these can be referenced by the usual numeric backreferences in REPLACEMENT. Note, currently regular expression aliases may cause noticeable slow-downs. (And if you use Ledger on your hledger file, they will be ignored.) Eg: ``` {.journal} alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3 # rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking" ``` ###### Multiple aliases You can define as many aliases as you like using directives or command-line options. Aliases are recursive - each alias sees the result of applying previous ones. (This is different from Ledger, where aliases are non-recursive by default). Aliases are applied in the following order: 1. alias directives, most recently seen first (recent directives take precedence over earlier ones; directives not yet seen are ignored) 2. alias options, in the order they appear on the command line ###### end aliases You can clear (forget) all currently defined aliases with the `end aliases` directive: ``` {.journal} end aliases ``` ##### Multi-line comments A line containing just `comment` starts a multi-line comment, and a line containing just `end comment` ends it. See [comments](#comments). ##### Default commodity You can set a default commodity, to be used for amounts without one. Use the D directive with a sample amount. The commodity (and the sample amount's display style) will be applied to all subsequent commodity-less amounts, up to the next D directive. (Note this is different from Ledger's default commodity directive.) Also note the directive itself does not influence the commodity's default [display style](#amount-display-styles), but the amount it is applied to might. Here's an example: ```journal ; set £ as the default commodity D £1,000.00 2010/1/1 a 2340 b 2014/1/1 c £1000 d ``` ```{.shell} $ hledger print 2010/01/01 a £2,340.00 b £-2,340.00 2014/01/01 c £1,000.00 d £-1,000.00 ``` ##### Default parent account You can specify a parent account which will be prepended to all accounts within a section of the journal. Use the `account` directive like so: ``` {.journal} account home 2010/1/1 food $10 cash end ``` If `end` is omitted, the effect lasts to the end of the file. The above is equivalent to: ``` {.journal} 2010/01/01 home:food $10 home:cash $-10 ``` Included files are also affected, eg: ``` {.journal} account business include biz.journal end account personal include personal.journal end ``` ##### Default year You can set a default year to be used for subsequent dates which don't specify a year. This is a line beginning with `Y` followed by the year. Eg: ``` {.journal} Y2009 ; set default year to 2009 12/15 ; equivalent to 2009/12/15 expenses 1 assets Y2010 ; change default year to 2010 2009/1/30 ; specifies the year, not affected expenses 1 assets 1/31 ; equivalent to 2010/1/31 expenses 1 assets ``` ##### Including other files You can pull in the content of additional journal files by writing an include directive, like this: ``` {.journal} include path/to/file.journal ``` If the path does not begin with a slash, it is relative to the current file. The `include` directive may only be used in journal files, and currently it may only include other journal files (eg, not CSV or timelog files.) ### Timelog hledger can also read timelog files. [As with Ledger](http://ledger-cli.org/3.0/doc/ledger3.html#Time-Keeping), these are (a subset of) [timeclock.el](http://www.emacswiki.org/emacs/TimeClock)'s format, containing clock-in and clock-out entries as in the example below. The date is a [simple date](#simple-dates) (also, [default year directives](#default-year) work). The time format is HH:MM[:SS][+-ZZZZ]. Seconds and timezone are optional. The timezone, if present, must be four digits and is ignored (currently the time is always interpreted as a local time). ```timelog i 2015/03/30 09:00:00 some:account name optional description after two spaces o 2015/03/30 09:20:00 i 2015/03/31 22:21:45 another account o 2015/04/01 02:00:34 ``` hledger treats each clock-in/clock-out pair as a transaction posting some number of hours to an account. Or if the session spans more than one day, it is split into several transactions, one for each day. For the above time log, `hledger print` generates these journal entries: ```{.shell} $ hledger -f t.timelog print 2015/03/30 * optional description after two spaces (some:account name) 0.33h 2015/03/31 * 22:21-23:59 (another account) 1.64h 2015/04/01 * 00:00-02:00 (another account) 2.01h ``` Here is a [sample.timelog](https://raw.github.com/simonmichael/hledger/master/data/sample.timelog) to download and some queries to try: ```{.shell .bold} $ hledger -f sample.timelog balance # current time balances $ hledger -f sample.timelog register -p 2009/3 # sessions in march 2009 $ hledger -f sample.timelog register -p weekly --depth 1 --empty # time summary by week ``` To generate time logs, ie to clock in and clock out, you could: - use emacs and the built-in timeclock.el, or the extended [timeclock-x.el](http://www.emacswiki.org/emacs/timeclock-x.el) and perhaps the extras in [ledgerutils.el](http://hub.darcs.net/simon/ledgertools/ledgerutils.el) - at the command line, use these bash aliases: ```{.shell .bold} alias ti="echo i `date '+%Y-%m-%d %H:%M:%S'` \$* >>$TIMELOG" alias to="echo o `date '+%Y-%m-%d %H:%M:%S'` >>$TIMELOG" ``` - or use the old `ti` and `to` scripts in the [ledger 2.x repository](https://github.com/ledger/ledger/tree/release/2.6.3/scripts). These rely on a "timeclock" executable which I think is just the ledger 2 executable renamed. ### CSV hledger can also read [CSV](http://en.wikipedia.org/wiki/Comma-separated_values) files, converting each CSV record into a journal entry (transaction), if you provide some conversion hints in a "rules file". This file should be named like the CSV file with an additional `.rules` suffix (eg: `mybank.csv.rules`); or, you can specify the file with `--rules-file PATH`. hledger will create it if necessary, with some default rules which you'll need to adjust. At minimum, the rules file must specify the `date` and `amount` fields. For an example, see [How to read CSV files](how-to-read-csv-files.html). (For CSV output, see [CSV output](#csv-output).) #### CSV rules The following six kinds of rule can appear in the rules file, in any order. Blank lines and lines beginning with `#` or `;` are ignored. **`skip` *N***\ Skip this number of CSV records at the beginning. You'll need this when your CSV contains header lines. Eg: ```rules # ignore the first CSV line skip 1 ``` **`date-format` *DATEFMT***\ When your CSV date fields are not formatted like `YYYY/MM/DD` (or `YYYY-MM-DD` or `YYYY.MM.DD`), you'll need to specify the format. DATEFMT is a [strptime-like date parsing pattern](http://hackage.haskell.org/packages/archive/time/latest/doc/html/Data-Time-Format.html#v:formatTime), which must parse the date field values completely. Examples: ``` {.rules .display-table} # parses "6/11/2013": date-format %-d/%-m/%Y ``` ``` {.rules .display-table} # parses "11/06/2013": date-format %m/%d/%Y ``` ``` {.rules .display-table} # parses "2013-Nov-06": date-format %Y-%h-%d ``` ``` {.rules .display-table} # parses "11/6/2013 11:32 PM": date-format %-m/%-d/%Y %l:%M %p ``` **`fields` *CSVFIELDNAME1*, *CSVFIELDNAME2*...**\ (Field list)\ This (a) names the CSV fields (names may not contain whitespace), and (b) assigns them to journal entry fields if you use any of these standard field names: `date`, `date2`, `status`, `code`, `description`, `comment`, `account1`, `account2`, `amount`, `amount-in`, `amount-out`, `currency`. Eg: ```rules # use the 1st, 2nd and 4th CSV fields as the entry date, description and amount # give the 7th and 8th fields custom names for later reference fields date, description, , amount, , , somefield, anotherfield ``` ***ENTRYFIELDNAME* *FIELDVALUE***\ (Field assignment)\ This sets a journal entry field (one of the standard names above) to the given text value, which can include CSV field values interpolated by name (`%CSVFIELDNAME`) or 1-based position (`%N`). Field assignments can be used instead of or in addition to a field list. Eg: ```{.rules .display-table} # set the amount to the 4th CSV field with "USD " prepended amount USD %4 ``` ```{.rules .display-table} # combine three fields to make a comment (containing two tags) comment note: %somefield - %anotherfield, date: %1 ``` **`if` *PATTERN*\ *FIELDASSIGNMENTS*...**\ or\ **`if`\ *PATTERN*\ *PATTERN*...\ *FIELDASSIGNMENTS*...**\ (Conditional block)\ This applies one or more field assignments, only to those CSV records matched by one of the PATTERNs. The patterns are case-insensitive regular expressions which match anywhere within the whole CSV record (it's not yet possible to match within a specific field). When there are multiple patterns they should be written on separate lines, unindented. The field assignments are on separate lines indented by at least one space. Examples: ```{.rules .display-table} # if the CSV record contains "groceries", set account2 to "expenses:groceries" if groceries account2 expenses:groceries ``` ```{.rules .display-table} # if the CSV record contains any of these patterns, set account2 and comment as shown if monthly service fee atm transaction fee banking thru software account2 expenses:business:banking comment XXX deductible ? check ``` **`include` *RULESFILE***\ Include another rules file at this point. `RULESFILE` is either an absolute file path or a path relative to the current file's directory. Eg: ```rules # rules reused with several CSV files include common.rules ``` #### Other CSV tips Each generated journal entry will have two postings, to `account1` and `account2` respectively. Currently it's not possible to generate entries with more than two postings. If the CSV has debit/credit amounts in separate fields, assign to the `amount-in` and `amount-out` pseudo fields instead of `amount`. If the CSV has the currency in a separate field, assign that to the `currency` pseudo field which will be automatically prepended to the amount. (Or you can do the same thing with a field assignment.) If an amount value is parenthesised, it will be de-parenthesised and sign-flipped automatically. The generated journal entries will be sorted by date. The original order of same-day entries will be preserved, usually. ## Options Use `hledger COMMAND --help` to list the options available for that command. The following general options are common to most commands, though not every one is applicable in all cases: ``` General flags: -f --file=FILE use a different input file. For stdin, use - --rules-file=RFILE CSV conversion rules file (default: FILE.rules) --alias=OLD=NEW display accounts named OLD as NEW --ignore-assertions ignore any balance assertions in the journal -b --begin=DATE include postings/txns on or after this date -e --end=DATE include postings/txns before this date -D --daily multiperiod/multicolumn report by day -W --weekly multiperiod/multicolumn report by week -M --monthly multiperiod/multicolumn report by month -Q --quarterly multiperiod/multicolumn report by quarter -Y --yearly multiperiod/multicolumn report by year -p --period=PERIODEXP set start date, end date, and/or reporting interval all at once (overrides the flags above) --date2 --aux-date use postings/txns' secondary dates instead -C --cleared include only cleared postings/txns --pending include only pending postings/txns -U --uncleared include only uncleared (and pending) postings/txns -R --real include only non-virtual postings --depth=N hide accounts/postings deeper than N -E --empty show empty/zero things which are normally omitted -B --cost show amounts in their cost price's commodity -h --help show general help or (after command) command help --debug=N show debug output if N is 1-9 (default: 0) --version show version information ``` Read on for some additional notes. ### Smart dates Unlike dates in the journal file, hledger's user interfaces accept a more flexible date syntax. These "smart" dates allow some english words, can be relative to today's date, and assume 1 when less-significant date parts are omitted. Examples: | |--------------------------------------------------|------------------------------------------------------| | `2009/1/1`, `2009/01/01`, `2009-1-1`, `2009.1.1` | simple dates, several separators allowed | | `2009/1`, `2009` | same as above - a missing day or month defaults to 1 | | `1/1`, `january`, `jan`, `this year` | relative dates, meaning january 1 of the current year| | `next year` | january 1 of next year | | `this month` | the 1st of the current month | | `this week` | the most recent monday | | `last week` | the monday of the week before this one | | `lastweek` | spaces are optional | | `today`, `yesterday`, `tomorrow` | | ### Reporting interval A reporting interval can be specified so that commands like [register](#register), [balance](#balance) and [activity](#activity) will divide their reports into multiple report periods. The basic intervals can be selected with one of `-D/--daily`, `-W/--weekly`, `-M/--monthly`, `-Q/--quarterly`, or `-Y/--yearly`. More complex intervals may be specified with a period expression. ### Period expressions The `-p/--period` option accepts period expressions, a shorthand way of expressing a start date, end date, and or reporting interval all at once. Note a period expression on the command line will cause any other date flags (`-b`/`-e`/`-D`/`-W`/`-M`/`-Q`/`-Y`) to be ignored. hledger's period expressions are similar to Ledger's, though not identical. Here's a basic period expression specifying the first quarter of 2009. Note hledger always treats start dates as inclusive and end dates as exclusive: -p "from 2009/1/1 to 2009/4/1" Keywords like "from" and "to" are optional, and so are the spaces. Just don't run two dates together: -p2009/1/1to2009/4/1 -p"2009/1/1 2009/4/1" Dates are [smart dates](#smart-dates), so if the current year is 2009, the above can also be written as: -p "1/1 to 4/1" -p "january to apr" -p "this year to 4/1" If you specify only one date, the missing start or end date will be the earliest or latest transaction in your journal: -p "from 2009/1/1" (everything after january 1, 2009) -p "from 2009/1" (the same) -p "from 2009" (the same) -p "to 2009" (everything before january 1, 2009) A single date with no "from" or "to" defines both the start and end date like so: -p "2009" (the year 2009; equivalent to "2009/1/1 to 2010/1/1") -p "2009/1" (the month of jan; equivalent to "2009/1/1 to 2009/2/1") -p "2009/1/1" (just that day; equivalent to "2009/1/1 to 2009/1/2") Period expressions can also start with (or be) a reporting interval: `daily`, `weekly`, `monthly`, `quarterly`, `yearly`, or one of the `every ...` expressions below. Optionally the word `in` may appear between the reporting interval and the start/end dates. Examples: -p "weekly from 2009/1/1 to 2009/4/1" -p "monthly in 2008" -p "bimonthly from 2008" -p "quarterly" -p "every 2 weeks" -p "every 5 days from 1/3" -p "every 15th day of month" -p "every 4th day of week" ### Depth limiting With the `--depth N` option, commands like [account](#account), [balance](#balance) and [register](#register) will show only the uppermost accounts in the account tree, down to level N. Use this when you want a summary with less detail. ### Multiple files One may specify the `--file FILE` option multiple times. This is equivalent to concatenating the files to standard input and passing `--file -`, except that the add command functions normally and adds entries to the first specified file. ## Queries One of hledger's strengths is being able to quickly report on precise subsets of your data.\ Most commands accept an optional query expression, written as arguments after the command name, to filter the data by date, account name or other criteria. Query expressions are also used in the [web ui](#web)'s search form. The query syntax is similar to a Google search expression: one or more space-separated search terms, optional prefixes to match specific fields, quotes to enclose whitespace, etc. A query term can be any of the following: ---------------------------------- ------------------------------------------------------------------------------------------------------------------------ `REGEX` match account names by this regular expression \ \ `acct:REGEX` same as above \ \ `amt:N`, `amt: 
 
 
 
 
 
 
 [hledger-ui](http://hackage.haskell.org/package/hledger-ui) is hledger's curses-style interface.
It provides a simple full-screen console interface for viewing account
balances and transactions. It is simpler and more efficient for
browsing than the hledger CLI, but lighter and faster than
hledger-web.
```{.shell .noclear}
$ hledger ui -- --help
hledger-ui [OPTIONS] [PATTERNS]
  browse accounts, postings and entries in a full-window curses interface
Flags:
     --theme=THEME         use this custom display theme (default, terminal,
                           greenterm)
     --register=ACCTREGEX  start in the (first) matched account's register
     --flat                show full account names, unindented
     --no-elide            don't compress empty parent accounts on one line
  -V --value               show amounts as their market value in their
                           default valuation commodity (accounts screen)
...
```
##### Keys
Generally the cursor keys navigate; `right` (or `enter`) goes deeper, `left` returns to the previous screen,
`up`/`down`/`page up`/`page down`/`home`/`end` move up and down through lists.
`g` gets the latest data and reloads the screen (and any previous screens). There may be a noticeable pause.
`q` quits the application.
Some screens have additional key bindings, described below.
##### Accounts screen
This is normally the first screen displayed.
It lists accounts and their balances, like hledger's balance command.
By default, it shows all accounts and their latest ending balances.
if you specify a query on the command line, it shows just the matched accounts and the balances from matched transactions.
When not in flat mode, indentation indicates the account hierarchy. `F` toggles flat mode on and off.
By default, all subaccounts are displayed.
To see less detail, set a depth limit by pressing a number key, `1` to `9`.
Or, adjust the depth limit by pressing `-` or `+` (`=` also works).
`0` removes the depth limit.
`C` toggles cleared mode. In cleared mode, the accounts and balances
are derived only from transactions which are marked cleared (*).
Press `right` or `enter` to view an account's transactions register.
##### Register screen
This screen lists all transactions affecting a particular account (like a check register).
In cleared mode (press `C`) it lists only transactions which are marked cleared.
It does not otherwise filter by query.
Note this screen shows transactions, not postings (unlike hledger's
register command). This means:
- Each line represents a whole transaction.
- For each transaction, it shows the other account(s) involved, in
  abbreviated form. (If there are both real and virtual postings, it
  shows only the accounts affected by real postings.)
- It shows the overall change to the current account's balance from
  each transaction; positive for an inflow to this account, negative
  for an outflow.
- When no query other than a date limit is in effect, it shows the
  current account's historic balance as of the transaction date.
  Otherwise it shows a running total starting from zero.  Eg, these
  will show historic balances:
    ```
    $ hledger-ui
    $ hledger-ui --begin 'this month'
    $ hledger-ui --register checking date:2015/10
    ```
    while these will show a running total, since the queries are not just date limits:
    ```
    $ hledger-ui checking
    $ hledger-ui --begin 'this month' desc:market
    $ hledger-ui --register checking --cleared
    ```
Press `right` or `enter` to view the selected transaction in full detail.
##### Transaction screen
This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_journal(5)).
The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are
shown.  Simple transactions have two postings, but there can be more
(or in certain cases, fewer).
`up` and `down` will step through all transactions listed in the
previous account register screen.  In the title bar, the numbers in
parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most
transactions appear in multiple account registers). The #N number
preceding them is the transaction's position within the complete
unfiltered journal, which is a more stable id (at least until the next
reload).
##### Error screen
This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem described,
press g again to reload and restore normal operation.
#### web
[hledger-ui](http://hackage.haskell.org/package/hledger-ui) is hledger's curses-style interface.
It provides a simple full-screen console interface for viewing account
balances and transactions. It is simpler and more efficient for
browsing than the hledger CLI, but lighter and faster than
hledger-web.
```{.shell .noclear}
$ hledger ui -- --help
hledger-ui [OPTIONS] [PATTERNS]
  browse accounts, postings and entries in a full-window curses interface
Flags:
     --theme=THEME         use this custom display theme (default, terminal,
                           greenterm)
     --register=ACCTREGEX  start in the (first) matched account's register
     --flat                show full account names, unindented
     --no-elide            don't compress empty parent accounts on one line
  -V --value               show amounts as their market value in their
                           default valuation commodity (accounts screen)
...
```
##### Keys
Generally the cursor keys navigate; `right` (or `enter`) goes deeper, `left` returns to the previous screen,
`up`/`down`/`page up`/`page down`/`home`/`end` move up and down through lists.
`g` gets the latest data and reloads the screen (and any previous screens). There may be a noticeable pause.
`q` quits the application.
Some screens have additional key bindings, described below.
##### Accounts screen
This is normally the first screen displayed.
It lists accounts and their balances, like hledger's balance command.
By default, it shows all accounts and their latest ending balances.
if you specify a query on the command line, it shows just the matched accounts and the balances from matched transactions.
When not in flat mode, indentation indicates the account hierarchy. `F` toggles flat mode on and off.
By default, all subaccounts are displayed.
To see less detail, set a depth limit by pressing a number key, `1` to `9`.
Or, adjust the depth limit by pressing `-` or `+` (`=` also works).
`0` removes the depth limit.
`C` toggles cleared mode. In cleared mode, the accounts and balances
are derived only from transactions which are marked cleared (*).
Press `right` or `enter` to view an account's transactions register.
##### Register screen
This screen lists all transactions affecting a particular account (like a check register).
In cleared mode (press `C`) it lists only transactions which are marked cleared.
It does not otherwise filter by query.
Note this screen shows transactions, not postings (unlike hledger's
register command). This means:
- Each line represents a whole transaction.
- For each transaction, it shows the other account(s) involved, in
  abbreviated form. (If there are both real and virtual postings, it
  shows only the accounts affected by real postings.)
- It shows the overall change to the current account's balance from
  each transaction; positive for an inflow to this account, negative
  for an outflow.
- When no query other than a date limit is in effect, it shows the
  current account's historic balance as of the transaction date.
  Otherwise it shows a running total starting from zero.  Eg, these
  will show historic balances:
    ```
    $ hledger-ui
    $ hledger-ui --begin 'this month'
    $ hledger-ui --register checking date:2015/10
    ```
    while these will show a running total, since the queries are not just date limits:
    ```
    $ hledger-ui checking
    $ hledger-ui --begin 'this month' desc:market
    $ hledger-ui --register checking --cleared
    ```
Press `right` or `enter` to view the selected transaction in full detail.
##### Transaction screen
This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_journal(5)).
The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are
shown.  Simple transactions have two postings, but there can be more
(or in certain cases, fewer).
`up` and `down` will step through all transactions listed in the
previous account register screen.  In the title bar, the numbers in
parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most
transactions appear in multiple account registers). The #N number
preceding them is the transaction's position within the complete
unfiltered journal, which is a more stable id (at least until the next
reload).
##### Error screen
This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem described,
press g again to reload and restore normal operation.
#### web
 
 [hledger-web](http://hackage.haskell.org/package/hledger-web) provides
a web-based user interface for hledger. You can add new journal
entries with basic auto-completion, and easily browse your accounts,
with a more useful account register view and historical balance
charts.  You can see a live demo (with junk data) at
[demo.hledger.org](http://demo.hledger.org).
```{.shell .noclear}
$ hledger web -- --help
hledger-web [OPTIONS] [PATTERNS]
  start serving the hledger web interface
Flags:
     --server             log requests, and don't browse or auto-exit
     --port=PORT          set the tcp port (default: 5000)
     --base-url=BASEURL   set the base url (default: http://localhost:PORT)
     --file-url=FILEURL   set the static files url (default: BASEURL/static)
...
$ hledger web
Starting web app on port 5000 with base url http://localhost:5000
Starting web browser if possible
Web app will auto-exit after a few minutes with no browsers (or press ctrl-c)
```
By default, `hledger web` starts the web app, displays it in your
default web browser if possible, keeps it running for as long as you
have it open in a browser window, and then exits.
With `--server`, it starts the web app in non-transient mode and logs
requests to the console.  Typically when running hledger web as part
of a website you'll want to use `--base-url` to set the
protocol/hostname/port/path to be used in hyperlinks.  The
`--file-url` option allows static files to be served from a different
url, eg for better caching or cookie-less serving.
[hledger-web](http://hackage.haskell.org/package/hledger-web) provides
a web-based user interface for hledger. You can add new journal
entries with basic auto-completion, and easily browse your accounts,
with a more useful account register view and historical balance
charts.  You can see a live demo (with junk data) at
[demo.hledger.org](http://demo.hledger.org).
```{.shell .noclear}
$ hledger web -- --help
hledger-web [OPTIONS] [PATTERNS]
  start serving the hledger web interface
Flags:
     --server             log requests, and don't browse or auto-exit
     --port=PORT          set the tcp port (default: 5000)
     --base-url=BASEURL   set the base url (default: http://localhost:PORT)
     --file-url=FILEURL   set the static files url (default: BASEURL/static)
...
$ hledger web
Starting web app on port 5000 with base url http://localhost:5000
Starting web browser if possible
Web app will auto-exit after a few minutes with no browsers (or press ctrl-c)
```
By default, `hledger web` starts the web app, displays it in your
default web browser if possible, keeps it running for as long as you
have it open in a browser window, and then exits.
With `--server`, it starts the web app in non-transient mode and logs
requests to the console.  Typically when running hledger web as part
of a website you'll want to use `--base-url` to set the
protocol/hostname/port/path to be used in hyperlinks.  The
`--file-url` option allows static files to be served from a different
url, eg for better caching or cookie-less serving.
 
 You can use `--port` to listen on a different TCP port, eg if you are
running multiple hledger-web instances.  This need not be the same as
the PORT in the base url.
Note there is no built-in access control, so you will need to hide
hledger-web behind an authenticating proxy (such as apache or nginx)
if you want to restrict who can see and add entries to your journal.
With [journal](#journal) and [timelog](#timelog) files (but not [CSV](#csv) files, currently)
the web app detects changes and will show the new data on the next request.
If a change makes the file unparseable, hledger-web will show an error
until the file has been fixed.
### Experimental commands
The following add-ons are examples and experiments provided in the
[extra](https://github.com/simonmichael/hledger/tree/master/extra)
directory in the hledger source.  Add this directory to your PATH to
make them available. The scripts are designed to run interpreted on
unix systems (for tweaking), or you can compile them (for speed and
robustness).
#### equity
```{.shell .right}
$ hledger balance --flat -E assets liabilities
                   0  assets:bank:checking
                  $1  assets:bank:saving
                 $-2  assets:cash
                  $1  liabilities:debts
--------------------
                   0
$ hledger equity assets liabilities
2015/05/23
    assets:bank:saving                $-1
    assets:cash                        $2
    liabilities:debts                 $-1
    equity:closing balances             0
2015/05/23
    assets:bank:saving                 $1
    assets:cash                       $-2
    liabilities:debts                  $1
    equity:opening balances             0
```
This prints a journal entry which zeroes out the specified accounts
(or all accounts) with a transfer to/from "equity:closing balances"
(like Ledger's equity command). Also, it prints an similar entry with
opposite sign for restoring the balances from "equity:opening
balances".
These can be useful for ending one journal file and starting a new
one, respectively. By zeroing your asset and liability accounts at the
end of a file and restoring them at the start of the next one, you
will see correct asset/liability balances whether you run hledger on
just one file, or on several files concatenated with [include](#include).
#### print-unique
```{.shell .right}
$ cat unique.journal
1/1 test
 (acct:one)  1
2/2 test
 (acct:two)  2
$ LEDGER_FILE=unique.journal hledger print-unique
(-f option not supported)
2015/01/01 test
    (acct:one)             1
```
Print only only journal entries which have a unique description.
#### rewrite
```{.shell .right .bold}
$ hledger rewrite -- [QUERY]        --add-posting "ACCT  AMTEXPR" ...
$ hledger rewrite -- ^income        --add-posting '(liabilities:tax)  *.33'
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts)  *-1"'
```
Prints all journal entries, adding specified custom postings to matched entries.
## Appendices
### Regular Expressions
hledger uses [regular expressions](http://www.regular-expressions.info) in a number of places:
- [query terms](#queries), on the command line and in the hledger-web search form: `REGEX`, `desc:REGEX`, `cur:REGEX`, `tag:...=REGEX`
- [CSV rules](#csv-rules) conditional blocks: `if REGEX ...`
- [account alias](#account-aliases) directives and options: `alias /REGEX/ = REPLACEMENT`, `--alias /REGEX/=REPLACEMENT`
hledger's regular expressions come from the
[regex-tdfa](http://hackage.haskell.org/package/regex-tdfa/docs/Text-Regex-TDFA.html)
library. In general they:
- are case insensitive
- are infix matching (do not need to match the entire thing being matched)
- are [POSIX extended regular expressions](http://www.regular-expressions.info/posix.html#ere)
- also support [GNU word boundaries](http://www.regular-expressions.info/wordboundaries.html) (\\<, \\>, \\b, \\B)
- and parenthesised [capturing groups](http://www.regular-expressions.info/refcapture.html) and numeric backreferences in replacement strings
- do not support [mode modifiers](http://www.regular-expressions.info/modifiers.html) like (?s)
Some things to note:
- In the `alias` directive and `--alias` option, regular expressions
must be enclosed in forward slashes (`/REGEX/`). Elsewhere in hledger,
these are not required.
- To match a regular expression metacharacter like `$` as a literal
character, prepend a backslash. Eg to search for amounts with the
dollar sign in hledger-web, write `cur:\$`.
- On the command line, some metacharacters like `$` have a special
meaning to the shell and so must be escaped a second time, with single
or double quotes or another backslash.  Eg, to match amounts with the
dollar sign from the command line, write `cur:'\$'` or `cur:\\$`.
### Editor support
Add-on modes exist for various text editors, to make working with journal
files easier. They add colour, navigation aids and helpful commands.
For hledger users who edit the journal file directly (the majority),
using one of these modes is quite recommended.
These were written with Ledger in mind, but also work with hledger files:
|
|----------------|----------------------------------------------------|
| Emacs          |
You can use `--port` to listen on a different TCP port, eg if you are
running multiple hledger-web instances.  This need not be the same as
the PORT in the base url.
Note there is no built-in access control, so you will need to hide
hledger-web behind an authenticating proxy (such as apache or nginx)
if you want to restrict who can see and add entries to your journal.
With [journal](#journal) and [timelog](#timelog) files (but not [CSV](#csv) files, currently)
the web app detects changes and will show the new data on the next request.
If a change makes the file unparseable, hledger-web will show an error
until the file has been fixed.
### Experimental commands
The following add-ons are examples and experiments provided in the
[extra](https://github.com/simonmichael/hledger/tree/master/extra)
directory in the hledger source.  Add this directory to your PATH to
make them available. The scripts are designed to run interpreted on
unix systems (for tweaking), or you can compile them (for speed and
robustness).
#### equity
```{.shell .right}
$ hledger balance --flat -E assets liabilities
                   0  assets:bank:checking
                  $1  assets:bank:saving
                 $-2  assets:cash
                  $1  liabilities:debts
--------------------
                   0
$ hledger equity assets liabilities
2015/05/23
    assets:bank:saving                $-1
    assets:cash                        $2
    liabilities:debts                 $-1
    equity:closing balances             0
2015/05/23
    assets:bank:saving                 $1
    assets:cash                       $-2
    liabilities:debts                  $1
    equity:opening balances             0
```
This prints a journal entry which zeroes out the specified accounts
(or all accounts) with a transfer to/from "equity:closing balances"
(like Ledger's equity command). Also, it prints an similar entry with
opposite sign for restoring the balances from "equity:opening
balances".
These can be useful for ending one journal file and starting a new
one, respectively. By zeroing your asset and liability accounts at the
end of a file and restoring them at the start of the next one, you
will see correct asset/liability balances whether you run hledger on
just one file, or on several files concatenated with [include](#include).
#### print-unique
```{.shell .right}
$ cat unique.journal
1/1 test
 (acct:one)  1
2/2 test
 (acct:two)  2
$ LEDGER_FILE=unique.journal hledger print-unique
(-f option not supported)
2015/01/01 test
    (acct:one)             1
```
Print only only journal entries which have a unique description.
#### rewrite
```{.shell .right .bold}
$ hledger rewrite -- [QUERY]        --add-posting "ACCT  AMTEXPR" ...
$ hledger rewrite -- ^income        --add-posting '(liabilities:tax)  *.33'
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts)  *-1"'
```
Prints all journal entries, adding specified custom postings to matched entries.
## Appendices
### Regular Expressions
hledger uses [regular expressions](http://www.regular-expressions.info) in a number of places:
- [query terms](#queries), on the command line and in the hledger-web search form: `REGEX`, `desc:REGEX`, `cur:REGEX`, `tag:...=REGEX`
- [CSV rules](#csv-rules) conditional blocks: `if REGEX ...`
- [account alias](#account-aliases) directives and options: `alias /REGEX/ = REPLACEMENT`, `--alias /REGEX/=REPLACEMENT`
hledger's regular expressions come from the
[regex-tdfa](http://hackage.haskell.org/package/regex-tdfa/docs/Text-Regex-TDFA.html)
library. In general they:
- are case insensitive
- are infix matching (do not need to match the entire thing being matched)
- are [POSIX extended regular expressions](http://www.regular-expressions.info/posix.html#ere)
- also support [GNU word boundaries](http://www.regular-expressions.info/wordboundaries.html) (\\<, \\>, \\b, \\B)
- and parenthesised [capturing groups](http://www.regular-expressions.info/refcapture.html) and numeric backreferences in replacement strings
- do not support [mode modifiers](http://www.regular-expressions.info/modifiers.html) like (?s)
Some things to note:
- In the `alias` directive and `--alias` option, regular expressions
must be enclosed in forward slashes (`/REGEX/`). Elsewhere in hledger,
these are not required.
- To match a regular expression metacharacter like `$` as a literal
character, prepend a backslash. Eg to search for amounts with the
dollar sign in hledger-web, write `cur:\$`.
- On the command line, some metacharacters like `$` have a special
meaning to the shell and so must be escaped a second time, with single
or double quotes or another backslash.  Eg, to match amounts with the
dollar sign from the command line, write `cur:'\$'` or `cur:\\$`.
### Editor support
Add-on modes exist for various text editors, to make working with journal
files easier. They add colour, navigation aids and helpful commands.
For hledger users who edit the journal file directly (the majority),
using one of these modes is quite recommended.
These were written with Ledger in mind, but also work with hledger files:
|
|----------------|----------------------------------------------------|
| Emacs          |