2010-05-20 20:46:30 +04:00
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---
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title: hledger manual
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---
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# hledger manual
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This is the official hledger manual. You may also want to visit the
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[http://hledger.org](http://hledger.org) home page, the
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[hledger for techies](README2.html) page, and for background,
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[c++ ledger's manual](http://joyful.com/repos/ledger/doc/ledger.html).
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## User Guide
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### Introduction
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hledger is a program for tracking money, time, or any other commodity,
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using a plain text file format and the simple but powerful principles of
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double-entry accounting.
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It is modelled closely on
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[John Wiegley's ledger](http://wiki.github.com/jwiegley/ledger) (aka "c++
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ledger"), with some features removed and some new ones added. I wrote
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hledger because I wanted to build financial tools in the Haskell
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programming language rather than in C++.
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hledger's basic function is to generate register and balance reports from
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a plain text ledger file, at the command line or via the web or curses
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interface. You can use it to, eg,
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- track spending and income
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- see time reports by day/week/month/project
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- get accurate numbers for client billing and tax filing
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- track invoices
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hledger aims to help both computer experts and every-day users gain
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clarity in their finances and time management. For now though, it is most
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useful to technically-minded folks who are comfortable with command-line
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tools.
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hledger is copyright (c) 2007-2009 Simon Michael
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<[simon@joyful.com](mailto:simon@joyful.com)\> and contributors and
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released as Free Software under GPL version 3 or later.
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### Installing
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2010-05-20 23:12:45 +04:00
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hledger works on all major platforms; here are the [release
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notes](http://hledger.org/NEWS.html). One of these pre-built
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[binaries](http://hledger.org/binaries/) might work for you, but at
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present these are not very up-to-date, so the usual thing is to build
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with the cabal-install tool:
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2010-05-20 22:27:21 +04:00
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1. If you don't already have the Glasgow Haskell Compiler and
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cabal-install, download and install the
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[Haskell Platform](http://hackage.haskell.org/platform/). Or, you may
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be able to use platform packages; eg on Ubuntu Lucid, do `apt-get
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install ghc6 cabal-install happy`.
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2010-05-20 22:27:21 +04:00
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2. Make sure ~/.cabal/bin is in your path. This is useful so that you can
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run hledger by just typing "hledger", and necessary if (eg) you install
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with -fweb, to avoid an installation failure..
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2010-05-20 23:12:45 +04:00
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3. Install hledger with cabal-install:
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cabal update
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cabal install hledger
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You can add the following options to the install command to include extra features
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(these are not enabled by default as they are harder to build):
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- `-fvty` - builds the [ui](#ui) command. (Not available on microsoft
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windows.)
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- `-fweb` - builds the [web](#web) command.
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- `-fchart` builds the [chart](#chart) command. This requires
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[gtk2hs](http://www.haskell.org/gtk2hs/download/), which you'll
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need to install yourself as it's not yet provided by the haskell
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platform or cabal.
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#### Installation Problems
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2010-05-20 22:27:21 +04:00
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The above builds a lot of software, and it's not always smooth sailing.
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Here are some known issues and things to try:
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2010-05-20 22:27:21 +04:00
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- **Ask for help on [#hledger](irc://freenode.net/#hledger) or [#haskell](irc://freenode.net/#haskell)**
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- **cabal update.** If you didn't already, ``cabal update`` and try again.
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- **Do you have a new enough version of GHC ?** As of 2010, 6.10 and 6.12
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are supported, 6.8 might or might not work.
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- **Do you have a new enough version of cabal-install ?**
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Newer versions tend to be better at resolving problems. 0.6.2 has been
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known to fail where newer versions succeed.
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2010-05-20 23:12:45 +04:00
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- **Installation fails, reporting problems with a hledger package.**
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That hledger release might have a coding error (heavens), or
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compatibility problems have been revealed as dependencies have been
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updated. You could try installing the [previous hledger
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version](http://hackage.haskell.org/package/hledger) (``cabal
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install hledger-0.x``) or, preferably, the latest hledger
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development code, which is likely to work best. In a nutshell,
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install [darcs](http://darcs.net) and:
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darcs get --lazy http://joyful.com/repos/hledger
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cd hledger/hledger-lib; cabal install
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cd ..; cabal install [-fweb] [-fvty]
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- **Installation fails, reporting problems with packages A, B and C.**
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Resolve the problem packages one at a time. Eg, cabal install A. Look
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for the cause of the failure near the end of the output. If it's not
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apparent, try again with `-v2` or `-v3` for more verbose output.
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- **Could not run trhsx.**
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You are installing -fweb, which needs to run the ``trhsx`` executable.
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It is usually installed in ~/.cabal/bin, which may not be in your path.
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- **Could not run happy.**
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A package (eg haskell-src-exts) needs to run the ``happy`` executable.
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If not using the haskell platform, install the appropriate platform
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package which provides it (eg apt-get install happy).
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2010-05-20 23:12:45 +04:00
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- **A ghc panic while building** might be due to
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[http://hackage.haskell.org/trac/ghc/ticket/3862](http://hackage.haskell.org/trac/ghc/ticket/3862)
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2010-05-20 22:27:21 +04:00
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- **cabal could not reconcile dependencies**
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In some cases, especially if you have installed/updated many packages or
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GHC itself, cabal may not be able to figure out the installation. This
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can also arise due to non-optimal dependency information configured in
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hledger or its dependencies. You can sometimes work around this by using
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cabal's `--constraint` option.
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### Basic usage
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Basic usage is:
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hledger [OPTIONS] [COMMAND [PATTERNS]]
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[OPTIONS](#overview) may appear anywhere on the command line.
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[COMMAND](#commands) is one of: add, balance, chart, convert, histogram,
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print, register, stats, ui, web, test (defaulting to balance). The
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optional [PATTERNS](#filter-patterns) are regular expressions which select
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a subset of the ledger data.
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hledger looks for data in a ledger file, usually `.ledger` in your home
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directory. You can specify a different file with the -f option (use - for
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standard input) or `LEDGER` environment variable.
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To get started, make yourself a ledger file containing some
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transactions. You can copy the sample file below (or
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[sample.ledger](http://joyful.com/repos/hledger/sample.ledger)) and save
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it as `.ledger` in your home directory. Or, just run `hledger add` and
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enter a few transactions. Now you can try some of these commands, or read
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on:
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hledger --help # show command-line help
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hledger balance # all accounts with aggregated balances
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hledger bal --depth 1 # only top-level accounts
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hledger register # transaction register
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hledger reg income # transactions to/from an income account
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hledger reg checking # checking transactions
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hledger reg desc:shop # transactions with shop in the description
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hledger histogram # transactions per day, or other interval
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hledger add # add some new transactions to the ledger file
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hledger ui # curses ui, if installed with -fvty
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hledger web # web ui, if installed with -fweb
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hledger chart # make a balance chart, if installed with -fchart
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You'll find more examples below.
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### File format
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hledger's data file, aka the ledger, is a plain text representation of a
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standard accounting journal. It contains a number of transactions, each
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describing a transfer of money (or another commodity) between two or more
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named accounts. Here's an example:
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; A sample ledger file. This is a comment.
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2008/01/01 income ; <- transaction's first line starts in column 0, contains date and description
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assets:bank:checking $1 ; <- posting lines start with whitespace, each contains an account name
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income:salary $-1 ; followed by at least two spaces and an amount
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2008/06/01 gift
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assets:bank:checking $1 ; <- at least two postings in a transaction
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income:gifts $-1 ; <- their amounts must balance to 0
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2008/06/02 save
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assets:bank:saving $1
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assets:bank:checking ; <- one amount may be omitted; here $-1 is inferred
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2008/06/03 eat & shop ; <- description can be anything
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expenses:food $1
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expenses:supplies $1 ; <- this transaction debits two expense accounts
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assets:cash ; <- $-2 inferred
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2008/12/31 * pay off ; <- an optional * after the date means "cleared" (or anything you want)
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liabilities:debts $1
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assets:bank:checking
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Each transaction has a date, description, and two or more postings (of
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some amount to some account) which must balance to 0. As a convenience,
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one posting's amount may be left blank and will be inferred.
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Note that account names may contain single spaces, while the amount must
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be separated from the account name by at least two spaces.
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An amount is a number, with an optional currency/commodity symbol or word
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on either the left or right. Note: when writing a negative amount with a
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left-side currency symbol, the minus goes after the symbol, eg `$-1`.
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This file format is also compatible with c++ ledger, so you can use both
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tools. For more details, see
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[File format compatibility](#file-format-compatibility).
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## Reference
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### Overview
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This version of hledger mimics a subset of ledger 3.x, and adds some
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features of its own. We currently support regular ledger entries, timelog
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entries, multiple commodities, (fixed) price history, virtual postings,
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filtering by account and description, the familiar print, register &
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balance commands and several new commands. We handle (almost) the full
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period expression syntax, and very limited display expressions consisting
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of a simple date predicate.
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Here is the command-line help:
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Usage: hledger [OPTIONS] [COMMAND [PATTERNS]]
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hledger [OPTIONS] convert CSVFILE
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hledger [OPTIONS] stats
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hledger uses your ~/.ledger or $LEDGER file, or another specified with -f
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COMMAND is one of (may be abbreviated):
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add - prompt for new transactions and add them to the ledger
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balance - show accounts, with balances
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convert - read CSV bank data and display in ledger format
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histogram - show a barchart of transactions per day or other interval
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print - show transactions in ledger format
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register - show transactions as a register with running balance
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stats - show various statistics for a ledger
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ui - run a simple text-based UI
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web - run a simple web-based UI
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chart - generate balances pie chart
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test - run self-tests
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PATTERNS are regular expressions which filter by account name.
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Prefix with desc: to filter by transaction description instead.
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Prefix with not: to negate a pattern. When using both, not: comes last.
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DATES can be y/m/d or ledger-style smart dates like "last month".
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Options:
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-f FILE --file=FILE use a different ledger/timelog file; - means stdin
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--no-new-accounts don't allow to create new accounts
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-b DATE --begin=DATE report on transactions on or after this date
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-e DATE --end=DATE report on transactions before this date
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-p EXPR --period=EXPR report on transactions during the specified period
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and/or with the specified reporting interval
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-C --cleared report only on cleared transactions
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-U --uncleared report only on uncleared transactions
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-B --cost, --basis report cost of commodities
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--depth=N hide accounts/transactions deeper than this
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-d EXPR --display=EXPR show only transactions matching EXPR (where
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EXPR is 'dOP[DATE]' and OP is <, <=, =, >=, >)
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--effective use transactions' effective dates, if any
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-E --empty show empty/zero things which are normally elided
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-R --real report only on real (non-virtual) transactions
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--no-total balance report: hide the final total
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-W --weekly register report: show weekly summary
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-M --monthly register report: show monthly summary
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-Q --quarterly register report: show quarterly summary
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-Y --yearly register report: show yearly summary
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--base-url web: use this base url (default http://localhost:PORT)
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--port web: serve on tcp port N (default 5000)
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-h --help show this help
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-V --version show version information
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-v --verbose show verbose test output
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--binary-filename show the download filename for this hledger build
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--debug show extra debug output; implies verbose
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--debug-no-ui run ui commands with no output
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-o FILE --output=FILE chart: output filename (default: hledger.png)
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--items=N chart: number of accounts to show (default: 10)
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--size=WIDTHxHEIGHT chart: image size (default: 600x400)
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### Commands
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#### Reporting commands
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These commands are read-only, that is they never modify your data.
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##### print
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The print command displays full transactions from the ledger file, tidily
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formatted and showing all amounts explicitly. The output of print is
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always valid ledger data.
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hledger's print command also shows all unit prices in effect, or (with
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-B/--cost) shows cost amounts.
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Examples:
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$ hledger print
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$ hledger print employees:bob | hledger -f- register expenses
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##### register
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The register command displays postings, one per line, and their running
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total. With a [reporting interval](#reporting-interval) it will aggregate
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similar postings within each interval.
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Examples:
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$ hledger register
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$ hledger register --monthly -E rent
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##### balance
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The balance command displays accounts and their balances.
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Examples:
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$ hledger balance
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$ hledger balance food -p 'last month'
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$ for y in 2006 2007 2008 2009 2010; do echo; echo $y; hledger -f $y.ledger balance ^expenses --depth 2; done
|
|
|
|
|
|
|
|
##### chart
|
|
|
|
|
|
|
|
(optional feature)
|
|
|
|
|
|
|
|
The chart command saves a pie chart of your top account balances to an
|
|
|
|
image file (usually "hledger.png", or use -o/--output FILE). You can
|
|
|
|
adjust the image resolution with --size=WIDTHxHEIGHT, and the number of
|
|
|
|
accounts with --items=N.
|
|
|
|
|
|
|
|
Note that positive and negative balances will not be displayed together in
|
|
|
|
the same chart; any balances not matching the sign of the first one will
|
|
|
|
be omitted.
|
|
|
|
|
|
|
|
To show only accounts above a certain depth, use the --depth
|
|
|
|
option. Otherwise, the chart can include accounts at any depth. If a
|
|
|
|
parent and child account are both displayed, the parent's balance excludes
|
|
|
|
the child's.
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger chart assets --depth 2
|
|
|
|
$ hledger chart liabilities --depth 2
|
|
|
|
$ hledger chart ^expenses -o balance.png --size 1000x600 --items 20
|
|
|
|
$ for m in 01 02 03 04 05 06 07 08 09 10 11 12; do hledger -p 2009/$m chart ^expenses --depth 2 -o expenses-2009$m.png --size 400x300; done
|
|
|
|
|
|
|
|
##### histogram
|
|
|
|
|
|
|
|
The histogram command displays a quick bar chart showing transaction
|
|
|
|
counts, per day, week, month or other reporting interval. It is
|
|
|
|
experimental.
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger histogram -p weekly dining
|
|
|
|
|
|
|
|
##### stats
|
|
|
|
|
|
|
|
The stats command displays quick summary information for the ledger.
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger stats
|
|
|
|
|
|
|
|
##### ui
|
|
|
|
|
|
|
|
(optional feature)
|
|
|
|
|
|
|
|
The ui command starts hledger's curses (full-screen, text) user interface,
|
|
|
|
which allows interactive navigation of the print/register/balance
|
|
|
|
reports. This lets you browse around your numbers and get quick insights
|
|
|
|
with less typing.
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger ui $ hledger ui -BE food
|
|
|
|
|
|
|
|
#### Modifying commands
|
|
|
|
|
|
|
|
The following commands can alter your ledger file.
|
|
|
|
|
|
|
|
##### add
|
|
|
|
|
|
|
|
The add command prompts interactively for new transactions, and adds them
|
|
|
|
to the ledger. It is experimental.
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger add $ hledger add accounts:personal:bob
|
|
|
|
|
|
|
|
##### web
|
|
|
|
|
|
|
|
(optional feature)
|
|
|
|
|
|
|
|
The web command starts hledger's web interface, and tries to open a web
|
|
|
|
browser to view it (if this fails, you'll have to visit the indicated url
|
|
|
|
yourself.) The web ui combines the features of the print, register,
|
|
|
|
balance and add commands.
|
|
|
|
|
2010-07-10 06:29:36 +04:00
|
|
|
Note there are two alternate implementations of the web command - the old
|
|
|
|
one, built with `-fweb`:
|
2010-05-20 20:46:30 +04:00
|
|
|
|
|
|
|
$ hledger web
|
2010-07-10 06:29:36 +04:00
|
|
|
$ hledger web -E -B p 'this year'
|
|
|
|
|
|
|
|
and the new one, built with `-fwebyesod`, which we will assume in the rest
|
|
|
|
of these docs:
|
|
|
|
|
|
|
|
$ hledger web
|
|
|
|
$ hledger web --base-url http://this.vhost.com --port 5010 --debug -f my.journal
|
|
|
|
|
|
|
|
The new web ui adds an edit command. Warning: this is the first hledger
|
|
|
|
feature which can alter your existing journal data. You can edit, or
|
|
|
|
ERASE, the (top-level) journal file through the web ui. There is no access
|
|
|
|
control. A numbered backup of the file will be saved at each edit, in
|
|
|
|
normal circumstances (eg if file permissions allow, disk is not full, etc.)
|
2010-05-20 20:46:30 +04:00
|
|
|
|
|
|
|
#### Other commands
|
|
|
|
|
|
|
|
##### convert
|
|
|
|
|
|
|
|
The convert command reads a
|
|
|
|
[CSV](http://en.wikipedia.org/wiki/Comma-separated_values) file you have
|
|
|
|
downloaded from your bank, and prints out the transactions in ledger
|
|
|
|
format, suitable for adding to your ledger. It does not alter your ledger
|
|
|
|
directly.
|
|
|
|
|
|
|
|
This can be a lot quicker than entering every transaction by hand. (The
|
|
|
|
downside is that you are less likely to notice if your bank makes an
|
|
|
|
error!) Use it like this:
|
|
|
|
|
|
|
|
$ hledger convert FILE.csv >FILE.ledger
|
|
|
|
|
|
|
|
where FILE.csv is your downloaded csv file. This will convert the csv data
|
|
|
|
using conversion rules defined in FILE.rules (auto-creating this file if
|
|
|
|
needed), and save the output into a temporary ledger file. Then you should
|
|
|
|
review FILE.ledger for problems; update the rules and convert again if
|
|
|
|
needed; and finally copy/paste transactions which are new into your main
|
|
|
|
ledger.
|
|
|
|
|
|
|
|
###### .rules file
|
|
|
|
|
|
|
|
convert requires a \*.rules file containing data definitions and rules for
|
|
|
|
assigning destination accounts to transactions; it will be auto-created if
|
|
|
|
missing. Typically you will have one csv file and one rules file per bank
|
|
|
|
account. Here's an example rules file for converting csv data from a Wells
|
|
|
|
Fargo checking account:
|
|
|
|
|
|
|
|
base-account assets:bank:checking
|
|
|
|
date-field 0
|
|
|
|
description-field 4
|
|
|
|
amount-field 1
|
|
|
|
currency $
|
|
|
|
|
|
|
|
# account-assigning rules
|
|
|
|
|
|
|
|
SPECTRUM
|
|
|
|
expenses:health:gym
|
|
|
|
|
|
|
|
ITUNES
|
|
|
|
BLKBSTR=BLOCKBUSTER
|
|
|
|
expenses:entertainment
|
|
|
|
|
|
|
|
(TO|FROM) SAVINGS
|
|
|
|
assets:bank:savings
|
|
|
|
|
|
|
|
This says:
|
|
|
|
|
|
|
|
- the ledger account corresponding to this csv file is
|
|
|
|
assets:bank:checking
|
|
|
|
- the first csv field is the date, the second is the amount, the
|
|
|
|
fifth is the description
|
|
|
|
- prepend a dollar sign to the amount field
|
|
|
|
- if description contains SPECTRUM (case-insensitive), the
|
|
|
|
transaction is a gym expense
|
|
|
|
- if description contains ITUNES or BLKBSTR, the transaction is
|
|
|
|
an entertainment expense; also rewrite BLKBSTR as BLOCKBUSTER
|
|
|
|
- if description contains TO SAVINGS or FROM SAVINGS, the
|
|
|
|
transaction is a savings transfer
|
|
|
|
|
|
|
|
Notes:
|
|
|
|
|
|
|
|
- Lines beginning with \# or ; are ignored (but avoid using
|
|
|
|
inside an account rule)
|
|
|
|
|
|
|
|
- Definitions must come first, one per line, all in one
|
|
|
|
paragraph. Each is a name and a value separated by whitespace.
|
|
|
|
Supported names are: base-account, date-field, status-field,
|
|
|
|
code-field, description-field, amount-field, currency-field,
|
|
|
|
currency. All are optional and will use defaults if not specified.
|
|
|
|
|
|
|
|
- The remainder of the file is account-assigning rules. Each is a
|
|
|
|
paragraph consisting of one or more description-matching patterns
|
|
|
|
(case-insensitive regular expressions), one per line, followed by
|
|
|
|
the account name to use when the transaction's description matches
|
|
|
|
any of these patterns.
|
|
|
|
|
|
|
|
- A match pattern may be followed by a replacement pattern,
|
|
|
|
separated by `=`, which rewrites the matched part of the
|
|
|
|
description. Use this if you want to clean up messy bank data. To
|
|
|
|
rewrite the entire description, use a match pattern like
|
|
|
|
`.*PAT.*=REPL`. Within a replacement pattern, you can refer to the
|
|
|
|
matched text with `\0` and any regex groups with `\1`, `\2` in the
|
|
|
|
usual way.
|
|
|
|
|
|
|
|
|
|
|
|
##### test
|
|
|
|
|
|
|
|
This command runs hledger's internal self-tests and displays a quick
|
|
|
|
report. The -v option shows more detail, and a pattern can be provided to
|
|
|
|
filter tests by name. It's mainly used in development, but it's also nice
|
|
|
|
to be able to run a sanity check at any time..
|
|
|
|
|
|
|
|
Examples:
|
|
|
|
|
|
|
|
$ hledger test
|
|
|
|
$ hledger test -v balance
|
|
|
|
|
|
|
|
### Other features
|
|
|
|
|
|
|
|
#### Filter patterns
|
|
|
|
|
|
|
|
Most commands accept one or more filter pattern arguments after the
|
|
|
|
command name, to select a subset of transactions or postings. There are
|
|
|
|
two kinds of pattern:
|
|
|
|
|
|
|
|
- an account pattern, which is a regular expression. This is
|
|
|
|
matched against postings' accounts. Optionally, it may be prefixed
|
|
|
|
with `not:` in which case the match is negated.
|
|
|
|
|
|
|
|
- a description pattern, like the above but prefixed with
|
|
|
|
`desc:`. This is matched against transactions' descriptions. Note,
|
|
|
|
when negating a desc: pattern, not: goes last, eg:
|
|
|
|
`desc:not:someregexp`.
|
|
|
|
|
|
|
|
|
|
|
|
When you specify multiple filter patterns, hledger generally selects the
|
|
|
|
transactions or postings which match (or negatively match)
|
|
|
|
|
|
|
|
> *any of the account patterns* AND
|
|
|
|
> *any of the description patterns*
|
|
|
|
|
|
|
|
The [print](#print) command selects transactions which
|
|
|
|
|
|
|
|
> *match any of the description patterns* AND
|
|
|
|
> *have any postings matching any of the positive account patterns*
|
|
|
|
> AND
|
|
|
|
> *have no postings matching any of the negative account patterns*
|
|
|
|
|
|
|
|
#### Dates
|
|
|
|
|
|
|
|
##### Simple dates
|
|
|
|
|
|
|
|
Within a ledger file, dates must follow a fairly simple year/month/day
|
|
|
|
format. Examples:
|
|
|
|
|
|
|
|
> `2010/01/31` or `2010/1/31` or `2010-1-31` or `2010.1.31`
|
|
|
|
|
|
|
|
The [add](#add) command and the [web](#web) add form, as well as some
|
|
|
|
other places, accept [smart dates](#smart-dates) - more about those below.
|
|
|
|
|
|
|
|
##### Default year
|
|
|
|
|
|
|
|
You can set a default year with a `Y` directive in the ledger, then
|
|
|
|
subsequent dates may be written as month/day. Eg:
|
|
|
|
|
|
|
|
Y2009
|
|
|
|
|
|
|
|
12/15 ...
|
|
|
|
|
|
|
|
Y2010
|
|
|
|
|
|
|
|
1/31 ...
|
|
|
|
|
|
|
|
##### Actual and effective dates
|
|
|
|
|
|
|
|
Frequently, a real-life transaction has two (or more) dates of
|
|
|
|
interest. For example, you might make a purchase on friday with a debit
|
|
|
|
card, and it might clear (take effect in your bank account) on
|
|
|
|
tuesday. It's sometimes useful to model this accurately, so that your
|
|
|
|
hledger balances match reality. So, you can specify two dates for a
|
|
|
|
transaction, the *actual* and *effective* date, separated by `=`. Eg:
|
|
|
|
|
|
|
|
2010/2/19=2010/2/23 ...
|
|
|
|
|
|
|
|
Then you can use the `--effective` flag to prefer the effective (second)
|
|
|
|
date, if any, in reports. This is useful for, eg, seeing a more accurate
|
|
|
|
daily balance while reconciling a bank account.
|
|
|
|
|
|
|
|
So, what do *actual* and *effective* mean, exactly ? I always assumed that
|
|
|
|
the actual date comes first, and is "the date you enacted the
|
|
|
|
transaction", while the effective date comes second, and is optional, and
|
|
|
|
is "the date the transaction took effect" (showed up in your bank
|
|
|
|
balance).
|
|
|
|
|
|
|
|
Unfortunately, this is the reverse of c++ ledger's interpretation (cf
|
|
|
|
[differences](#other-differences)). However it's not *too* serious; just
|
|
|
|
remember that hledger requires the first date; allows an optional second
|
|
|
|
date which the `--effective` flag will select; and the meaning of "actual"
|
|
|
|
and "effective" is up to you.
|
|
|
|
|
|
|
|
The second date may omit the year if it is the same as the first's.
|
|
|
|
|
|
|
|
##### Smart dates
|
|
|
|
|
|
|
|
In [period expressions](#period-expressions), the `-b` and `-e` options,
|
|
|
|
the [add](#add) command and the [web](#web) add form, more flexible "smart
|
|
|
|
dates" are allowed. Here are some examples:
|
|
|
|
|
|
|
|
- `2009/1/1`, `2009/01/01`, `2009-1-1`, `2009.1.1`, `2009/1`,
|
|
|
|
`2009` (january 1, 2009)
|
|
|
|
- `1/1`, `january`, `jan`, `this year` (january 1, this year)
|
|
|
|
- `next year` (january 1, 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)
|
|
|
|
- `today`, `yesterday`, `tomorrow`
|
|
|
|
|
|
|
|
Spaces are optional, so eg: `-p lastmonth` is valid.
|
|
|
|
|
|
|
|
#### Period expressions
|
|
|
|
|
|
|
|
hledger supports flexible "period expressions" with the `-p/--period`
|
|
|
|
option to select transactions within a period of time (like 2009) and/or
|
|
|
|
with a reporting interval (like weekly). hledger period expressions are
|
|
|
|
similar but not identical to c++ ledger's.
|
|
|
|
|
|
|
|
Here is a basic period expression specifying the first quarter of 2009
|
|
|
|
(start date is always included, end date is always excluded):
|
|
|
|
|
|
|
|
-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 ledger data:
|
|
|
|
|
|
|
|
-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")
|
|
|
|
|
|
|
|
##### Reporting interval
|
|
|
|
|
|
|
|
You can also specify a reporting interval, which causes the "register"
|
|
|
|
command to summarise the transactions in each interval. It goes before
|
|
|
|
the dates, and can be: "daily", "weekly", "monthly", "quarterly", or
|
|
|
|
"yearly". An "in" keyword is optional, and so are the dates:
|
|
|
|
|
|
|
|
-p "weekly from 2009/1/1 to 2009/4/1"
|
|
|
|
-p "monthly in 2008"
|
|
|
|
-p "monthly from 2008"
|
|
|
|
-p "quarterly"
|
|
|
|
|
|
|
|
A reporting interval may also be specified with the -W/--weekly,
|
|
|
|
-M/--monthly, -Q/--quarterly, and -Y/--yearly options. However..
|
|
|
|
|
|
|
|
##### -p overrides other flags
|
|
|
|
|
|
|
|
Note: any period option on the command line will override the -b, -e, -W,
|
|
|
|
-Q and -Y flags.
|
|
|
|
|
|
|
|
#### Display expressions
|
|
|
|
|
|
|
|
A display expression with the `-d/--display` option selects which
|
|
|
|
transactions will be displayed (unlike a
|
|
|
|
[period expression](#period-expressions), which selects the transactions
|
|
|
|
to be used for calculation).
|
|
|
|
|
|
|
|
hledger currently supports a very small subset of c++ ledger's display
|
|
|
|
expressions, namely: transactions before or after a date. This is useful
|
|
|
|
for displaying your recent check register with an accurate running
|
|
|
|
total. Note the use of \>= here to include the first of the month:
|
|
|
|
|
|
|
|
$ hledger register -d "d>=[this month]"
|
|
|
|
|
|
|
|
#### Depth limiting
|
|
|
|
|
|
|
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With the `--depth N` option, reports will show only the uppermost accounts
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|
in the account tree, down to level N. This is most useful with
|
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|
[balance](#balance) (and [chart](#chart)). For example:
|
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$ hledger balance --depth 2
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|
shows a more concise balance report displaying only the top two levels of
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|
|
accounts. This example with [register](#register):
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$ hledger register --depth 1
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would show only the postings to top-level accounts, which usually means
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none.
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#### Prices
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You can specify a commodity's unit price, or exchange rate, in terms of
|
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another commodity. There are two ways.
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First, you can set the price explicitly for a single posting by writing `@
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|
PRICE` after the amount. PRICE is another amount in a different
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|
commodity. Eg, here one hundred euros was purchased at $1.35 per euro:
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2009/1/2 x
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|
expenses:foreign currency €100 @ $1.35
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assets
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Secondly, you can set the price for a commodity as of a certain date, by
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entering a historical price record. These are lines beginning with "P",
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|
|
appearing anywhere in the ledger between transactions. Eg, here we say the
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exchange rate for 1 euro is $1.35 on 2009/1/1 (and thereafter, until a
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|
newer price record is found):
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P 2009/1/1 € $1.35 ; <- historical price: P, date, commodity symbol, price in 2nd commodity (space-separated)
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2009/1/2 x
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|
expenses:foreign currency €100
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|
assets
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The print command shows any unit prices in effect. Either example above
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|
will show:
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|
$ hledger print
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|
2009/01/02 x
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|
expenses:foreign currency €100 @ $1.35
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assets €-100 @ $1.35
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To see amounts converted to their total cost, use the `--cost/-B` flag
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|
with any command:
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|
|
$ hledger print --cost
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|
2009/01/02 x
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|
expenses:foreign currency $135.00
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assets $-135.00
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The `--cost/-B` flag does only one lookup step, ie it will not look up the
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|
price of a price's commodity.
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|
Note hledger handles prices differently from c++ ledger in one important
|
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|
|
respect: we assume unit prices do not vary over time. This is good for
|
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|
|
simple reporting of foreign currency transactions, but not for tracking
|
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|
|
fluctuating-value investments or capital gains.
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|
|
#### Timelog reporting
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|
hledger will also read timelog files in timeclock.el format. As a
|
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|
|
convenience, if you invoke hledger via an "hours" symlink or copy, it uses
|
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|
your timelog file (\~/.timelog or $TIMELOG) by default, rather than your
|
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|
ledger.
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|
Timelog entries look like this:
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|
|
i 2009/03/31 22:21:45 some:project
|
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|
|
o 2009/04/01 02:00:34
|
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|
|
The clockin description is treated as an account name. Here are some
|
|
|
|
queries to try (after downloading
|
|
|
|
[sample.timelog](http://joyful.com/repos/hledger/sample.timelog)):
|
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|
|
|
|
|
|
ln -s `which hledger` ~/bin/hours # set up "hours" in your path
|
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|
|
export TIMELOG=sample.timelog
|
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|
|
hours # show all time balances
|
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|
|
hours -p 'last week' # last week
|
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|
|
hours -p thismonth # the space is optional
|
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|
|
hours -p 'from 1/15' register project # project sessions since jan 15
|
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|
|
hours -p 'weekly' reg --depth 1 -E # weekly time summary
|
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|
|
|
|
|
|
This is a useful feature, if you can find a way to efficiently record
|
|
|
|
timelog entries. The "ti" and "to" scripts may be available from the c++
|
|
|
|
ledger 2.x repository. I use
|
|
|
|
[timeclock-x.el](http://www.emacswiki.org/emacs/timeclock-x.el) and
|
|
|
|
[ledgerutils.el](http://joyful.com/repos/ledgertools/ledgerutils.el) in
|
|
|
|
emacs.
|
|
|
|
|
|
|
|
### Compatibility with c++ ledger
|
|
|
|
|
|
|
|
#### Implementation
|
|
|
|
|
|
|
|
Unlike c++ ledger, hledger is written in the Haskell programming
|
|
|
|
language. Haskell enables a coding style known as pure lazy functional
|
|
|
|
programming, which holds the promise of more robust and maintainable
|
|
|
|
software built with fewer lines of code. Haskell also provides a more
|
|
|
|
abstracted, portable platform which can make deployment and installation
|
|
|
|
easier in some cases. Haskell also brings some new challenges such as
|
|
|
|
managing memory growth.
|
|
|
|
|
|
|
|
#### File format compatibility
|
|
|
|
|
|
|
|
hledger's file format is mostly identical with that of c++ ledger version
|
|
|
|
2, with some features (like modifier and periodic entries) being accepted,
|
|
|
|
but ignored. There are also some subtle differences in parser behaviour
|
|
|
|
(eg comments may be permissible in different places.) C++ ledger version 3
|
|
|
|
has introduced additional syntax, which current hledger probably fails to
|
|
|
|
parse.
|
|
|
|
|
|
|
|
Generally, it's easy to keep a ledger file that works with both hledger
|
|
|
|
and c++ledger if you avoid the more esoteric syntax. Occasionally you'll
|
|
|
|
need to make small edits to restore compatibility for one or the other.
|
|
|
|
|
|
|
|
#### Features not supported
|
|
|
|
|
|
|
|
c++ ledger features not currently supported include: modifier and periodic
|
|
|
|
entries, and the following c++ ledger options and commands:
|
|
|
|
|
|
|
|
Basic options:
|
|
|
|
-o, --output FILE write output to FILE
|
|
|
|
-i, --init-file FILE initialize ledger using FILE (default: ~/.ledgerrc)
|
|
|
|
-a, --account NAME use NAME for the default account (useful with QIF)
|
|
|
|
|
|
|
|
Report filtering:
|
|
|
|
-c, --current show only current and past entries (not future)
|
|
|
|
--period-sort EXPR sort each report period's entries by EXPR
|
|
|
|
-L, --actual consider only actual (non-automated) transactions
|
|
|
|
-r, --related calculate report using related transactions
|
|
|
|
--budget generate budget entries based on periodic entries
|
|
|
|
--add-budget show all transactions plus the budget
|
|
|
|
--unbudgeted show only unbudgeted transactions
|
|
|
|
--forecast EXPR generate forecast entries while EXPR is true
|
|
|
|
-l, --limit EXPR calculate only transactions matching EXPR
|
|
|
|
-t, --amount EXPR use EXPR to calculate the displayed amount
|
|
|
|
-T, --total EXPR use EXPR to calculate the displayed total
|
|
|
|
|
|
|
|
Output customization:
|
|
|
|
-n, --collapse Only show totals in the top-most accounts.
|
|
|
|
-s, --subtotal other: show subtotals
|
|
|
|
-P, --by-payee show summarized totals by payee
|
|
|
|
-x, --comm-as-payee set commodity name as the payee, for reporting
|
|
|
|
--dow show a days-of-the-week report
|
|
|
|
-S, --sort EXPR sort report according to the value expression EXPR
|
|
|
|
-w, --wide for the default register report, use 132 columns
|
|
|
|
--head COUNT show only the first COUNT entries (negative inverts)
|
|
|
|
--tail COUNT show only the last COUNT entries (negative inverts)
|
|
|
|
--pager PAGER send all output through the given PAGER program
|
|
|
|
-A, --average report average transaction amount
|
|
|
|
-D, --deviation report deviation from the average
|
|
|
|
-%, --percentage report balance totals as a percentile of the parent
|
|
|
|
--totals in the "xml" report, include running total
|
|
|
|
-j, --amount-data print only raw amount data (useful for scripting)
|
|
|
|
-J, --total-data print only raw total data
|
|
|
|
-y, --date-format STR use STR as the date format (default: %Y/%m/%d)
|
|
|
|
-F, --format STR use STR as the format; for each report type, use:
|
|
|
|
--balance-format --register-format --print-format
|
|
|
|
--plot-amount-format --plot-total-format --equity-format
|
|
|
|
--prices-format --wide-register-format
|
|
|
|
|
|
|
|
Commodity reporting:
|
|
|
|
--price-db FILE sets the price database to FILE (def: ~/.pricedb)
|
|
|
|
-L, --price-exp MINS download quotes only if newer than MINS (def: 1440)
|
|
|
|
-Q, --download download price information when needed
|
|
|
|
-O, --quantity report commodity totals (this is the default)
|
|
|
|
-V, --market report last known market value
|
|
|
|
-g, --performance report gain/loss for each displayed transaction
|
|
|
|
-G, --gain report net gain/loss
|
|
|
|
|
|
|
|
Commands:
|
|
|
|
xml [REGEXP]... print matching entries in XML format
|
|
|
|
equity [REGEXP]... output equity entries for matching accounts
|
|
|
|
prices [REGEXP]... display price history for matching commodities
|
|
|
|
entry DATE PAYEE AMT output a derived entry, based on the arguments
|
|
|
|
|
|
|
|
#### Other differences
|
|
|
|
|
|
|
|
- hledger recognises description and negative patterns by "desc:"
|
|
|
|
and "not:" prefixes, unlike ledger 3's free-form parser
|
|
|
|
- hledger doesn't require a space before command-line option
|
|
|
|
values, you can write -f-
|
|
|
|
- hledger's weekly reporting intervals always start on mondays
|
|
|
|
- hledger shows start and end dates of the intervals requested,
|
|
|
|
not just the span containing data
|
|
|
|
- hledger period expressions don't support "biweekly",
|
|
|
|
"bimonthly", or "every N days/weeks/..."
|
|
|
|
- hledger always shows timelog balances in hours
|
|
|
|
- hledger splits multi-day timelog sessions at midnight
|
|
|
|
- hledger doesn't track the value of commodities with varying
|
|
|
|
price; prices are fixed as of the transaction date
|
|
|
|
- hledger print shows amounts for all postings, and shows unit
|
|
|
|
prices for amounts which have them
|
|
|
|
- hledger assumes a transaction's actual date comes first, and is
|
|
|
|
required, while the optional effective date comes second (cf
|
|
|
|
[Actual and effective dates](#actual-and-effective-dates))
|
|
|
|
- hledger does not support per-posting actual or effective dates
|
|
|
|
|
|
|
|
### More examples and recipes
|
|
|
|
|
|
|
|
- Here's a bash function that will run hledger chart and display
|
|
|
|
the image in your (graphical) emacs:
|
|
|
|
|
|
|
|
function chart () {
|
|
|
|
hledger chart $* && emacsclient -n hledger.png
|
|
|
|
}
|
|
|
|
|
|
|
|
Example:
|
|
|
|
|
|
|
|
$ chart food --depth 2 -p jan
|
|
|
|
|