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;doc: account types
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@ -3051,9 +3051,14 @@ account ACCTNAME [;type:ACCTTYPE] [COMMENT]
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### Account types
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hledger knows that accounts come in several types: assets, liabilities, expenses and so on. This enables easy reports like [balancesheet] and [incomestatement], and filtering by account type with the [`type:` query](#queries). As a convenience, hledger will detect account types automatically if you use common english-language top-level account names (more on this below).
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hledger knows that accounts come in several types: assets, liabilities, expenses and so on.
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This enables easy reports like [balancesheet] and [incomestatement], and filtering by account type with the [`type:` query](#queries).
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But in general it's recommended to declare types explicitly, by adding a `type:` [tag](#tags-1) to the [account directives] of your top level accounts. Subaccounts will inherit the type of their parent. The tag's value should be one of the [five main account types]:
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As a convenience, hledger will detect these account types automatically if you are using common english-language top-level account names (described below).
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But generally we recommend you declare types explicitly,
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by adding a `type:` [tag](#tags-1) to your top-level account directives.
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Subaccounts will inherit the type of their parent.
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The tag's value should be one of the [five main account types]:
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- `A` or `Asset` (things you own)
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- `L` or `Liability` (things you owe)
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@ -3089,10 +3094,10 @@ account equity:conversion ; type: V
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Here are some tips for working with account types.
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- The rules for inferring types from account names are as follows.
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Note the Cash regexp changed in hledger 1.24.99.2.
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See also [Regular expressions](#regular-expressions).
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These are just a convenience that sometimes help new users get going;
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if they don't work for you, just ignore them and declare your account types.
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See also [Regular expressions](#regular-expressions).
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Note the Cash regexp changed in hledger 1.24.99.2.
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<!-- monospace to work around https://github.com/simonmichael/hledger/issues/1573 -->
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```
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If account's name contains this (CI) regular expression: | its type is:
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@ -3106,7 +3111,7 @@ Here are some tips for working with account types.
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^expenses?(:|$) | Expense
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```
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- If you declare any account types, it's a good idea to declare an account for all of them,
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- If you declare any account types, it's a good idea to declare an account for each of them,
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because a mixture of declared and name-inferred types can disrupt certain reports.
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- Certain uses of [account aliases](#account-aliases) can disrupt account types.
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@ -3121,7 +3126,7 @@ Here are some tips for working with account types.
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4. An account type inferred from a parent account's name, preferring the nearest parent.
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5. Otherwise, it will have no type.
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- For troubleshooting, list accounts and their types with:
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- For troubleshooting, you can list accounts and their types with:
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```
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$ hledger accounts --types [ACCTPAT] [-DEPTH] [type:TYPECODES]
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```
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