hledger/hledger/hledger.1.md
Simon Michael 191c2e533f doc: generate man pages for each package (#282)
There are now six man pages, one for each main executable and file
format, generated from markdown by the mighty pandoc. They are basically
the content of the user manual, split up and moved into the appropriate
package directory.  I've also committed the generated man files.

The man pages' markdown source (hledger/hledger.1.md,
hledger-lib/hledger_journal.5.md etc.) are now the master documentation
files. The plan is to concatenate them (with a little munging) to form
the all-in-one user manual for the website, at release time.  This also
separates the hledger.org user manual from the latest doc commits, which
should simplify website management.
2015-10-20 06:26:09 -07:00

14 KiB
Raw Blame History

author date title
October 2015 hledger(1) hledger 0.26.98

NAME

hledger - a command-line accounting tool

SYNOPSIS

hledger [-f FILE] COMMAND [OPTIONS] [CMDARGS]
hledger [-f FILE] ADDONCMD -- [OPTIONS] [CMDARGS]

DESCRIPTION

hledger is a cross-platform 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(1). hledger aims to be a reliable, practical tool for daily use. This man page is a quick reference and introduction; for more complete docs, see http://hledger.org/manual.

This is hledgers command-line interface (there are also curses and web interfaces). Its basic function is to read a plain text file describing financial transactions (in accounting terms, a general journal) and print useful reports on standard output, or export them as CSV. hledger can also read CSV files, converting them semi-automatically to journal format. Additionally, hledger lists other hledger-* executables found in the users $PATH and can invoke them as subcommands.

The journal file is ~/.hledger.journal by default, or another file path specified by $LEDGER_FILE. You can also specify a file with -f FILE, or standard input with -f-.

Transactions are dated movements of money between two (or more) named accounts, and are recorded with journal entries like this:

2015/10/16 bought food
 expenses:food          $10
 assets:cash

For more about the format, see hledger_journal(5).

Most users use a text editor to edit the journal, usually with an editor mode such as ledger-mode for added convenience. hledgers interactive add command is another way to record new transactions. hledger never changes existing transactions.

To get started, you can either save some entries like the above in ~/.hledger.journal, or run hledger add and follow the prompts. Then try some commands like hledger print or hledger balance. See COMMANDS and EXAMPLES below.

OPTIONS

To see general help and the command list: hledger --help or hledger

To see all options available with a command: hledger COMMAND --help

Except for the General options below, options must be written after COMMAND, not before it.

Also, when invoking external add-on commands, their options must be written after a double hyphen. (Or, you can invoke the external command directly.) Eg:

$ hledger ui -- --register cash
$ hledger-ui --register cash

Options and command arguments can be intermixed. Arguments are usually interpreted as a search query which filters the data, see QUERIES.

General flags:

These can appear anywhere in the command line.

-h --help
show general help or (after command) command help
--version
show version information
-f FILE --file=FILE
use a different input file. For stdin, use -
--rules-file=RULESFILE
Conversion rules file to use when reading CSV (default: FILE.rules)
--alias=OLD=NEW
display accounts named OLD as NEW
--ignore-assertions
ignore any failing balance assertions in the journal
--debug=N
: show debug output if N is 1-9 (default: 0)

Common reporting flags:

These are supported by most commands, where applicable. They must be written after the command name. Additional command-specific flags are described in COMMANDS below.

-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 prices commodity

If a reporting option is repeated, the last one takes precedence. Eg -p jan -p feb is equivalent to -p feb.

COMMANDS

COMMAND selects one of hledgers subcommands; omit it to list available commands. To save typing, some commands have a short form; any unique prefix also works.

Here is a summary (see http://hledger.org/manual#commands for the full command help):

Data entry:

add

prompt for transactions and add them to the journal.

This is the only hledger command that writes to the journal file. It appends only, existing transactions are not changed.

--no-new-accounts
dont allow creating new accounts; helps prevent typos when entering account names

Reporting:

accounts

show account names

--tree
show short account names, as a tree
--flat
show full account names, as a list (default)
--drop=N
in flat mode: omit N leading account name parts

activity

show an ascii barchart of posting counts per interval (default: daily)

balance, bal

show accounts and balances

--tree
show short account names, as a tree
--flat
show full account names, as a list (default)
--drop=N
in flat mode: omit N leading account name parts
--format=LINEFORMAT
in single-column balance reports: use this custom line format
--no-elide
in tree mode: dont squash boring parent accounts
-H --historical
in multicolumn mode: show historical ending balances
--cumulative
in multicolumn mode: show accumulated ending balances
-A --average
in multicolumn mode: show a row average column
-T --row-total
in multicolumn mode: show a row total column
-N --no-total
dont show the final total row
-V --value
show amounts as their current market value in their default valuation commodity
-o FILE[.FMT] --output-file=FILE[.FMT]
write output to FILE instead of stdout. A recognised FMT suffix influences the format.
-O FMT --output-format=FMT
select the output format. Supported formats: txt, csv.

balancesheet, bs

show a balance sheet

--flat
show full account names, as a list (default)
--drop=N
in flat mode: omit N leading account name parts

cashflow, cf

show a cashflow statement

--flat
show full account names, as a list (default)
--drop=N
in flat mode: omit N leading account name parts

incomestatement, is

show an income statement

--flat
show full account names, as a list (default)
--drop=N
in flat mode: omit N leading account name parts

print

show transactions from the journal

-m STR --match=STR
show the transaction whose description is most similar to STR, and is most recent
-o FILE[.FMT] --output-file=FILE[.FMT]
write output to FILE instead of stdout. A recognised FMT suffix influences the format.
-O FMT --output-format=FMT
select the output format. Supported formats: txt, csv.

register, reg

show postings and running total

-H --historical
include prior postings in the running total
-A --average
show a running average instead of the running total (implies empty)
-r --related
show postings siblings instead
-w N --width=N
set output width (default: terminal width or COLUMNS. -wN,M sets description width as well)
-o FILE[.FMT] --output-file=FILE[.FMT]
write output to FILE instead of stdout. A recognised FMT suffix influences the format.
-O FMT --output-format=FMT
select the output format. Supported formats: txt, csv.

stats

show some journal statistics

-o FILE[.FMT] --output-file=FILE[.FMT]
write output to FILE instead of stdout. A recognised FMT suffix influences the format.

Add-on commands:

Additional commands will be available when executables or scripts named “hledger-CMD” are installed in the PATH. These are often provided by a package of the same name, or you can make your own custom scripts (haskell scripts can use hledger-lib allowing tight integration). Some available add-ons are:

autosync

download OFX bank data and/or convert OFX to hledger journal format

diff

show transactions present in one journal file but not another

interest

generate interest transactions

irr

calculate internal rate of return

ui

curses-style interface, see hledger-ui(1)

web

web interface, see hledger-web(1)

QUERIES

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. The syntax is similar to a web search: one or more space-separated search terms, quotes to enclose whitespace, optional prefixes to match specific fields. Multiple search terms are combined as follows:

All commands except print: show transactions/postings/accounts which match (or negatively match)

  • any of the description terms AND
  • any of the account terms AND
  • all the other terms.

The print command: show transactions which

  • match any of the description terms AND
  • have any postings matching any of the positive account terms AND
  • have no postings matching any of the negative account terms AND
  • match all the other terms.

The following kinds of search terms can be used:

REGEX
match account names by this regular expression
acct:REGEX
same as above
amt:N, amt:<N, amt:<=N, amt:>N, amt:>=N
match postings with a single-commodity amount that is equal to, less than, or greater than N. (Multi-commodity amounts are not tested, and will always match.) The comparison has two modes: if N is preceded by a + or - sign (or is 0), the two signed numbers are compared. Otherwise, the absolute magnitudes are compared, ignoring sign.
code:REGEX
match by transaction code (eg check number)
cur:REGEX
match postings or transactions including any amounts whose currency/commodity symbol is fully matched by REGEX. (For a partial match, use .*REGEX.*). Note, to match characters which are regex-significant, like the dollar sign ($), you need to prepend \. And when using the command line you need to add one more level of quoting to hide it from the shell, so eg do: hledger print cur:'\$' or hledger print cur:\\$.
desc:REGEX
match transaction descriptions
date:PERIODEXPR
match dates within the specified period (which should not include a reporting interval
date2:PERIODEXPR
as above, but match secondary dates
depth:N
match (or display, depending on command) accounts at or above this depth
real:, real:0
match real or virtual postings respectively
status:*, status:!, status:
match cleared, pending, or uncleared/pending transactions respectively
tag:REGEX[=REGEX]
match by tag name, and optionally also by tag value. Note a tag: query is considered to match a transaction if it matches any of the postings. Also remember that postings inherit the tags of their parent transaction.
not:
before any of the above negates the match.

EXAMPLES

Two simple transactions in hledger journal format:

2015/9/30 gift received
  assets:cash   $20
  income:gifts

2015/10/16 farmers market
  expenses:food    $10
  assets:cash

Some basic reports:

$ hledger print
2015/09/30 gift received
    assets:cash            $20
    income:gifts          $-20

2015/10/16 farmers market
    expenses:food           $10
    assets:cash            $-10
$ hledger accounts --tree
assets
  cash
expenses
  food
income
  gifts
$ hledger balance
                 $10  assets:cash
                 $10  expenses:food
                $-20  income:gifts
--------------------
                   0
$ hledger register cash
2015/09/30 gift received   assets:cash               $20           $20
2015/10/16 farmers market  assets:cash              $-10           $10
$ 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

ENVIRONMENT

LEDGER_FILE sets the default journal file path. If not set, it is ~/.hledger.journal.

COLUMNS sets the default width used by the register command (normally the full terminal width).

FILES

Reads data from a hledger journal file ($LEDGER_FILE or ~/.hledger.journal by default), or a CSV file plus associated CSV rules file.

BUGS

The need to precede options with -- when invoked from hledger is awkward.

hledger cant render non-ascii characters when run from a Windows command prompt (up to Windows 7 at least).

When input data contains non-ascii characters, a suitable system locale must be configured (or there will be an unhelpful error). Eg on POSIX, set LANG to something other than C.

REPORTING BUGS

Report bugs at http://bugs.hledger.org.