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hledger/hledger/hledger_commands.m4.md

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# COMMANDS
hledger provides a number of subcommands; `hledger` with no arguments
shows a list.
If you install additional `hledger-*` packages, or if you put programs
or scripts named `hledger-NAME` in your PATH, these will also be
listed as subcommands.
Run a subcommand by writing its name as first argument (eg `hledger
incomestatement`). You can also write one of the standard short aliases
displayed in parentheses in the command list (`hledger b`), or any
any unambiguous prefix of a command name (`hledger inc`).
Here are all the builtin commands in alphabetical order.
See also `hledger` for a more organised command list,
and `hledger CMD -h` for detailed command help.
<!--
---
comment:
for each command: name, synopsis, description, examples.
...
-->
## accounts
Show account names. Alias: a.
`--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
This command lists all account names that are in use (ie, all the
accounts which have at least one transaction posting to them). With
query arguments, only matched account names are shown.
It shows a flat list by default. With `--tree`, it uses indentation to
show the account hierarchy.
In flat mode you can add `--drop N` to omit the first few account name
components.
Examples:
_col3_({{
_shell_({{
$ hledger accounts --tree
assets
bank
checking
saving
cash
expenses
food
supplies
income
gifts
salary
liabilities
debts
}})
}},{{
_shell_({{
$ hledger accounts --drop 1
bank:checking
bank:saving
cash
food
supplies
gifts
salary
debts
}})
}},{{
_shell_({{
$ hledger accounts
assets:bank:checking
assets:bank:saving
assets:cash
expenses:food
expenses:supplies
income:gifts
income:salary
liabilities:debts
}})
}})
## activity
Show an ascii barchart of posting counts per interval.
The activity command displays an ascii histogram showing
transaction counts by day, week, month or other reporting interval
(by day is the default). With query arguments, it counts only matched transactions.
```shell
$ hledger activity --quarterly
2008-01-01 **
2008-04-01 *******
2008-07-01
2008-10-01 **
```
## add
Prompt for transactions and add them to the journal.
`--no-new-accounts`
: don't allow creating new accounts; helps prevent typos when entering account names
Many hledger users edit their journals directly with a text editor, or generate them from CSV.
For more interactive data entry, there is the `add` command,
which prompts interactively on the console for new transactions, and appends
them to the journal file (if there are multiple `-f FILE` options, the first file is used.)
Existing transactions are not changed.
This is the only hledger command that writes to the journal file.
To use it, just run `hledger add` and follow the prompts.
You can add as many transactions as you like; when you are finished,
enter `.` or press control-d or control-c to exit.
Features:
- add tries to provide useful defaults, using the most similar recent
transaction (by description) as a template.
- You can also set the initial defaults with command line arguments.
- [Readline-style edit keys](http://tiswww.case.edu/php/chet/readline/rluserman.html#SEC3)
can be used during data entry.
- The tab key will auto-complete whenever possible - accounts,
descriptions, dates (`yesterday`, `today`, `tomorrow`). If the input
area is empty, it will insert the default value.
- If the journal defines a [default commodity](#default-commodity),
it will be added to any bare numbers entered.
- A parenthesised transaction [code](#entries) may be entered following a date.
- [Comments](#comments) and tags may be entered following a description or amount.
- If you make a mistake, enter `<` at any prompt to restart the transaction.
- Input prompts are displayed in a different colour when the terminal supports it.
Example (see the [tutorial](step-by-step.html#record-a-transaction-with-hledger-add) for a detailed explanation):
_shell_({{
$ hledger add
Adding transactions to journal file /src/hledger/examples/sample.journal
Any command line arguments will be used as defaults.
Use tab key to complete, readline keys to edit, enter to accept defaults.
An optional (CODE) may follow transaction dates.
An optional ; COMMENT may follow descriptions or amounts.
If you make a mistake, enter < at any prompt to restart the transaction.
To end a transaction, enter . when prompted.
To quit, enter . at a date prompt or press control-d or control-c.
Date [2015/05/22]:
Description: supermarket
Account 1: expenses:food
Amount 1: $10
Account 2: assets:checking
Amount 2 [$-10.0]:
Account 3 (or . or enter to finish this transaction): .
2015/05/22 supermarket
expenses:food $10
assets:checking $-10.0
Save this transaction to the journal ? [y]:
Saved.
Starting the next transaction (. or ctrl-D/ctrl-C to quit)
Date [2015/05/22]: <CTRL-D> $
}})
_include_({{hledger_balance.m4.md}})
## balancesheet
This command displays a simple balance sheet, showing historical ending
balances of asset and liability accounts (ignoring any report begin date).
It assumes that these accounts are under a top-level `asset` or `liability`
account (case insensitive, plural forms also allowed).
Note this report shows all account balances with normal positive sign
(like conventional financial statements, unlike balance/print/register)
(experimental). (bs)
`--change`
: show balance change in each period, instead of historical ending balances
`--cumulative`
: show balance change accumulated across periods (in multicolumn reports), instead of historical ending balances
`-H --historical`
: show historical ending balance in each period (includes postings before report start date) (default)
`--tree`
: show accounts as a tree; amounts include subaccounts (default in simple reports)
`--flat`
: show accounts as a list; amounts exclude subaccounts except when account is depth-clipped (default in multicolumn reports)
`-A --average`
: show a row average column (in multicolumn mode)
`-T --row-total`
: show a row total column (in multicolumn mode)
`-N --no-total`
: don't show the final total row
`--drop=N`
: omit N leading account name parts (in flat mode)
`--no-elide`
: don't squash boring parent accounts (in tree mode)
`--format=LINEFORMAT`
: in single-column balance reports: use this custom line format
`--sort-amount`
: sort by amount instead of account name
Example:
```shell
$ hledger balancesheet
Balance Sheet
Assets:
$-1 assets
$1 bank:saving
$-2 cash
--------------------
$-1
Liabilities:
$1 liabilities:debts
--------------------
$1
Total:
--------------------
0
```
With a [reporting interval](#reporting-interval), multiple columns
will be shown, one for each report period.
As with [multicolumn balance reports](#multicolumn-balance-reports),
you can alter the report mode with `--change`/`--cumulative`/`--historical`.
Normally balancesheet shows historical ending balances, which is what
you need for a balance sheet; note this means it ignores report begin
dates.
## balancesheetequity
Just like [balancesheet](#balancesheet), but also reports Equity
(which it assumes is under a top-level `equity` account).
Example:
```shell
$ hledger balancesheetequity
Balance Sheet With Equity
Assets:
$-2 assets
$1 bank:saving
$-3 cash
--------------------
$-2
Liabilities:
$1 liabilities:debts
--------------------
$1
Equity:
$1 equity:owner
--------------------
$1
Total:
--------------------
0
```
## cashflow
This command displays a simple cashflow statement, showing changes
in "cash" accounts. It assumes that these accounts are under a top-level
`asset` account (case insensitive, plural forms also allowed) and do not
contain `receivable` or `A/R` in their name.
Note this report shows all account balances with normal positive sign
(like conventional financial statements, unlike balance/print/register)
(experimental). (cf)
`--change`
: show balance change in each period (default)
`--cumulative`
: show balance change accumulated across periods (in multicolumn reports), instead of changes during periods
`-H --historical`
: show historical ending balance in each period (includes postings before report start date), instead of changes during each period
`--tree`
: show accounts as a tree; amounts include subaccounts (default in simple reports)
`--flat`
: show accounts as a list; amounts exclude subaccounts except when account is depth-clipped (default in multicolumn reports)
`-A --average`
: show a row average column (in multicolumn mode)
`-T --row-total`
: show a row total column (in multicolumn mode)
`-N --no-total`
: don't show the final total row (in simple reports)
`--drop=N`
: omit N leading account name parts (in flat mode)
`--no-elide`
: don't squash boring parent accounts (in tree mode)
`--format=LINEFORMAT`
: in single-column balance reports: use this custom line format
`--sort-amount`
: sort by amount instead of account name
Example:
```shell
$ hledger cashflow
Cashflow Statement
Cash flows:
$-1 assets
$1 bank:saving
$-2 cash
--------------------
$-1
Total:
--------------------
$-1
```
With a [reporting interval](#reporting-interval), multiple columns
will be shown, one for each report period.
Normally cashflow shows changes in assets per period, though
as with [multicolumn balance reports](#multicolumn-balance-reports)
you can alter the report mode with `--change`/`--cumulative`/`--historical`.
## check-dates
Check that transactions are sorted by increasing date.
With a query, only matched transactions' dates are checked.
## check-dupes
Report account names having the same leaf but different prefixes.
An example: http://stefanorodighiero.net/software/hledger-dupes.html
## close
Print closing/opening transactions that bring some or all account balances to zero and back.
Can be useful for bringing asset/liability balances across file boundaries,
or for closing out income/expenses for a period.
This was formerly called "equity", as in Ledger, and that alias is also accepted.
See close --help for more.
## help
Show any of the hledger manuals.
The `help` command displays any of the main [hledger manuals](/docs.html), in one of several ways.
Run it with no argument to list the manuals, or provide a full or partial manual name to select one.
hledger manuals are available in several formats.
hledger help will use the first of these display methods that it finds:
info, man, $PAGER, less, stdout (or when non-interactive, just stdout).
You can force a particular viewer with the `--info`, `--man`, `--pager`, `--cat` flags.
_shell_({{
$ hledger help
Please choose a manual by typing "hledger help MANUAL" (a substring is ok).
Manuals: hledger hledger-ui hledger-web hledger-api journal csv timeclock timedot
}})
_shell_({{
$ hledger help h --man
hledger(1) hledger User Manuals hledger(1)
NAME
hledger - a command-line accounting tool
SYNOPSIS
hledger [-f FILE] COMMAND [OPTIONS] [ARGS]
hledger [-f FILE] ADDONCMD -- [OPTIONS] [ARGS]
hledger
DESCRIPTION
hledger is a cross-platform program for tracking money, time, or any
...
}})
## import
Read new transactions added to each FILE since last run, and add them to
the main journal file.
`--dry-run`
: just show the transactions to be imported
The input files are specified as arguments - no need to write -f before each one.
So eg to add new transactions from all CSV files to the main journal, it's just:
`hledger import *.csv`
New transactions are detected in the same way as print --new:
by assuming transactions are always added to the input files in increasing date order,
and by saving `.latest.FILE` state files.
The --dry-run output is in journal format, so you can filter it, eg
to see only uncategorised transactions:
```shell
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
```
## incomestatement
This command displays a simple income statement, showing revenues
and expenses during a period. It assumes that these accounts are under a
top-level `revenue` or `income` or `expense` account (case insensitive,
plural forms also allowed).
Note this report shows all account balances with normal positive sign
(like conventional financial statements, unlike balance/print/register)
(experimental). (is)
`--change`
: show balance change in each period (default)
`--cumulative`
: show balance change accumulated across periods (in multicolumn reports), instead of changes during periods
`-H --historical`
: show historical ending balance in each period (includes postings before report start date), instead of changes during each period
`--tree`
: show accounts as a tree; amounts include subaccounts (default in simple reports)
`--flat`
: show accounts as a list; amounts exclude subaccounts except when account is depth-clipped (default in multicolumn reports)
`-A --average`
: show a row average column (in multicolumn mode)
`-T --row-total`
: show a row total column (in multicolumn mode)
`-N --no-total`
: don't show the final total row
`--drop=N`
: omit N leading account name parts (in flat mode)
`--no-elide`
: don't squash boring parent accounts (in tree mode)
`--format=LINEFORMAT`
: in single-column balance reports: use this custom line format
`--sort-amount`
: sort by amount instead of account name
This command displays a simple
[income statement](http://en.wikipedia.org/wiki/Income_statement). It
currently assumes that you have top-level accounts named `income` (or
`revenue`) and `expense` (plural forms also allowed.)
```shell
$ hledger incomestatement
Income Statement
Revenues:
$-2 income
$-1 gifts
$-1 salary
--------------------
$-2
Expenses:
$2 expenses
$1 food
$1 supplies
--------------------
$2
Total:
--------------------
0
```
With a [reporting interval](#reporting-interval), multiple columns
will be shown, one for each report period.
Normally incomestatement shows revenues/expenses per period, though
as with [multicolumn balance reports](#multicolumn-balance-reports)
you can alter the report mode with `--change`/`--cumulative`/`--historical`.
## prices
Print all [market prices](/manual#market-prices) from the journal.
## print
Show transactions from the journal. Aliases: p, txns.
`-m STR --match=STR `
: show the transaction whose description is most similar to STR, and is most recent
` --new`
: show only newer-dated transactions added in each file since last run
`-x --explicit`
: show all amounts explicitly
`-O FMT --output-format=FMT `
: select the output format. Supported formats:
txt, csv.
`-o FILE --output-file=FILE`
: write output to FILE. A file extension matching one of the above formats selects that format.
```shell
$ hledger print
2008/01/01 income
assets:bank:checking $1
income:salary $-1
2008/06/01 gift
assets:bank:checking $1
income:gifts $-1
2008/06/02 save
assets:bank:saving $1
assets:bank:checking $-1
2008/06/03 * eat & shop
expenses:food $1
expenses:supplies $1
assets:cash $-2
2008/12/31 * pay off
liabilities:debts $1
assets:bank:checking $-1
```
The print command displays full journal entries (transactions) from the journal file in date order, tidily formatted.
print's output is always a valid [hledger journal](/journal.html).
It preserves all transaction information, but it does not preserve directives or inter-transaction comments
Normally, the journal entry's explicit or implicit amount style is preserved.
Ie when an amount is omitted in the journal, it will be omitted in the output.
You can use the `-x`/`--explicit` flag to make all amounts explicit, which can be
useful for troubleshooting or for making your journal more readable and
robust against data entry errors.
Note, `-x` will cause postings with a multi-commodity amount
(these can arise when a multi-commodity transaction has an implicit amount)
will be split into multiple single-commodity postings, for valid journal output.
With `-B`/`--cost`, amounts with [transaction prices](/journal.html#transaction-prices)
are converted to cost using that price. This can be used for troubleshooting.
With `-m`/`--match` and a STR argument, print will show at most one transaction: the one
one whose description is most similar to STR, and is most recent. STR should contain at
least two characters. If there is no similar-enough match, no transaction will be shown.
With `--new`, for each FILE being read, hledger reads (and writes) a special
state file (`.latest.FILE` in the same directory), containing the latest transaction date(s)
that were seen last time FILE was read. When this file is found, only transactions
with newer dates (and new transactions on the latest date) are printed.
This is useful for ignoring already-seen entries in import data, such as downloaded CSV files.
Eg:
```console
$ hledger -f bank1.csv print --new
# shows transactions added since last print --new on this file
```
This assumes that transactions added to FILE always have same or increasing dates,
and that transactions on the same day do not get reordered.
See also the [import](#import) command.
The print command also supports
[output destination](#output-destination)
and
[CSV output](#csv-output).
Here's an example of print's CSV output:
```shell
$ hledger print -Ocsv
"txnidx","date","date2","status","code","description","comment","account","amount","commodity","credit","debit","posting-status","posting-comment"
"1","2008/01/01","","","","income","","assets:bank:checking","1","$","","1","",""
"1","2008/01/01","","","","income","","income:salary","-1","$","1","","",""
"2","2008/06/01","","","","gift","","assets:bank:checking","1","$","","1","",""
"2","2008/06/01","","","","gift","","income:gifts","-1","$","1","","",""
"3","2008/06/02","","","","save","","assets:bank:saving","1","$","","1","",""
"3","2008/06/02","","","","save","","assets:bank:checking","-1","$","1","","",""
"4","2008/06/03","","*","","eat & shop","","expenses:food","1","$","","1","",""
"4","2008/06/03","","*","","eat & shop","","expenses:supplies","1","$","","1","",""
"4","2008/06/03","","*","","eat & shop","","assets:cash","-2","$","2","","",""
"5","2008/12/31","","*","","pay off","","liabilities:debts","1","$","","1","",""
"5","2008/12/31","","*","","pay off","","assets:bank:checking","-1","$","1","","",""
```
- There is one CSV record per posting, with the parent transaction's fields repeated.
- The "txnidx" (transaction index) field shows which postings belong to the same transaction.
(This number might change if transactions are reordered within the file,
files are parsed/included in a different order, etc.)
- The amount is separated into "commodity" (the symbol) and "amount" (numeric quantity) fields.
- The numeric amount is repeated in either the "credit" or "debit" column, for convenience.
(Those names are not accurate in the accounting sense; it just puts negative amounts under
credit and zero or greater amounts under debit.)
## print-unique
Print transactions which do not reuse an already-seen description.
## register
Show postings and their running total. Aliases: r, reg.
`--cumulative`
: show running total from report start date (default)
`-H --historical`
: show historical running total/balance (includes postings before report start date)
`-A --average`
: show running average of posting amounts instead of 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 FMT --output-format=FMT `
: select the output format. Supported formats:
txt, csv.
`-o FILE --output-file=FILE`
: write output to FILE. A file extension matching one of the above formats selects that format.
The register command displays postings, one per line, and their
running total. This is typically used with a [query](#queries)
selecting a particular account, to see that account's activity:
```shell
$ hledger register checking
2008/01/01 income assets:bank:checking $1 $1
2008/06/01 gift assets:bank:checking $1 $2
2008/06/02 save assets:bank:checking $-1 $1
2008/12/31 pay off assets:bank:checking $-1 0
```
The `--historical`/`-H` flag adds the balance from any undisplayed
prior postings to the running total. This is useful when you want to
see only recent activity, with a historically accurate running balance:
```shell
$ hledger register checking -b 2008/6 --historical
2008/06/01 gift assets:bank:checking $1 $2
2008/06/02 save assets:bank:checking $-1 $1
2008/12/31 pay off assets:bank:checking $-1 0
```
The `--depth` option limits the amount of sub-account detail displayed.
The `--average`/`-A` flag shows the running average posting amount
instead of the running total (so, the final number displayed is the
average for the whole report period). This flag implies `--empty` (see below).
It is affected by `--historical`.
It works best when showing just one account and one commodity.
The `--related`/`-r` flag shows the *other* postings in the transactions
of the postings which would normally be shown.
With a [reporting interval](#reporting-interval), register shows
summary postings, one per interval, aggregating the postings to each account:
```shell
$ hledger register --monthly income
2008/01 income:salary $-1 $-1
2008/06 income:gifts $-1 $-2
```
Periods with no activity, and summary postings with a zero amount, are
not shown by default; use the `--empty`/`-E` flag to see them:
```shell
$ hledger register --monthly income -E
2008/01 income:salary $-1 $-1
2008/02 0 $-1
2008/03 0 $-1
2008/04 0 $-1
2008/05 0 $-1
2008/06 income:gifts $-1 $-2
2008/07 0 $-2
2008/08 0 $-2
2008/09 0 $-2
2008/10 0 $-2
2008/11 0 $-2
2008/12 0 $-2
```
Often, you'll want to see just one line per interval.
The `--depth` option helps with this, causing subaccounts to be aggregated:
```shell
$ hledger register --monthly assets --depth 1h
2008/01 assets $1 $1
2008/06 assets $-1 0
2008/12 assets $-1 $-1
```
Note when using report intervals, if you specify start/end dates these
will be adjusted outward if necessary to contain a whole number of
intervals. This ensures that the first and last intervals are full
length and comparable to the others in the report.
### Custom register output
register uses the full terminal width by default, except on windows.
You can override this by setting the `COLUMNS` environment variable (not a bash shell variable)
or by using the `--width`/`-w` option.
The description and account columns normally share the space equally
(about half of (width - 40) each). You can adjust this by adding a
description width as part of --width's argument, comma-separated:
`--width W,D` . Here's a diagram:
```
<--------------------------------- width (W) ---------------------------------->
date (10) description (D) account (W-41-D) amount (12) balance (12)
DDDDDDDDDD dddddddddddddddddddd aaaaaaaaaaaaaaaaaaa AAAAAAAAAAAA AAAAAAAAAAAA
```
and some examples:
```shell
$ hledger reg # use terminal width (or 80 on windows)
$ hledger reg -w 100 # use width 100
$ COLUMNS=100 hledger reg # set with one-time environment variable
$ export COLUMNS=100; hledger reg # set till session end (or window resize)
$ hledger reg -w 100,40 # set overall width 100, description width 40
$ hledger reg -w $COLUMNS,40 # use terminal width, and set description width
```
The register command also supports the
`-o/--output-file` and `-O/--output-format` options for controlling
[output destination](#output-destination) and [CSV output](#csv-output).
## register-match
Print the one posting whose transaction description is closest to DESC,
in the style of the register command.
Helps ledger-autosync detect already-seen transactions when importing.
## rewrite
Print all transactions, adding custom postings to the matched ones.
## stats
Show some journal statistics.
`-o FILE --output-file=FILE`
: write output to FILE. A file extension matching one of the above formats selects that format.
```shell
$ hledger stats
Main journal file : /src/hledger/examples/sample.journal
Included journal files :
Transactions span : 2008-01-01 to 2009-01-01 (366 days)
Last transaction : 2008-12-31 (2333 days ago)
Transactions : 5 (0.0 per day)
Transactions last 30 days: 0 (0.0 per day)
Transactions last 7 days : 0 (0.0 per day)
Payees/descriptions : 5
Accounts : 8 (depth 3)
Commodities : 1 ($)
```
The stats command displays summary information for the whole journal, or
a matched part of it. With a [reporting interval](#reporting-interval),
it shows a report for each report period.
The stats command also supports `-o/--output-file`
for controlling [output destination](#output-destination).
## tags
List all the tag names used in the journal. With a TAGREGEX argument,
only tag names matching the regular expression (case insensitive) are shown.
With additional QUERY arguments, only transactions matching the query are considered.
## test
Run built-in unit tests.
```shell
$ hledger test
Cases: 74 Tried: 74 Errors: 0 Failures: 0
```
This command runs hledger's built-in unit tests and displays a quick report.
With a regular expression argument, it selects only tests with matching names.
It's mainly used in development, but it's also nice to be able to
check your hledger executable for smoke at any time.
_include_(hledger_addons.m4.md)
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