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;doc: regen manuals
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@ -160,6 +160,34 @@ $ hledger balance -N -1
|
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Flat-mode balance reports, which normally show exclusive balances, show
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inclusive balances at the depth limit.
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Percentages
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With -% or --percent, balance reports show each account's value
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expressed as a percentage of the column's total. This is useful to get
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an overview of the relative sizes of account balances. For example to
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obtain an overview of expenses:
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$ hledger balance expenses -%
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100.0 % expenses
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50.0 % food
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50.0 % supplies
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--------------------
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100.0 %
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Note that --tree does not have an effect on -%. The percentages are
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always relative to the total sum of each column, they are never relative
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to the parent account.
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Since the percentages are relative to the columns sum, it is usually not
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useful to calculate percentages if the signs of the amounts are mixed.
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Although the results are technically correct, they are most likely
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useless. Especially in a balance report that sums up to zero (eg
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hledger balance -B) all percentage values will be zero.
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This flag does not work if the report contains any mixed commodity
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accounts. If there are mixed commodity accounts in the report be sure to
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use -V or -B to coerce the report into using a single commodity.
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Multicolumn balance report
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Multicolumn or tabular balance reports are a very useful hledger
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@ -37,7 +37,7 @@ report mode with --change/--cumulative/--historical. Normally
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balancesheet shows historical ending balances, which is what you need
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for a balance sheet; note this means it ignores report begin dates (and
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-T/--row-total, since summing end balances generally does not make
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sense).
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sense). Instead of absolute values percentages can be displayed with -%.
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This command also supports output destination and output format
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selection.
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@ -27,7 +27,8 @@ Total:
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With a reporting interval, multiple columns will be shown, one for each
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report period. Normally cashflow shows changes in assets per period,
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though as with multicolumn balance reports you can alter the report mode
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with --change/--cumulative/--historical.
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with --change/--cumulative/--historical. Instead of absolute values
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percentages can be displayed with -%.
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This command also supports output destination and output format
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selection.
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@ -36,7 +36,8 @@ Total:
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With a reporting interval, multiple columns will be shown, one for each
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report period. Normally incomestatement shows revenues/expenses per
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period, though as with multicolumn balance reports you can alter the
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report mode with --change/--cumulative/--historical.
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report mode with --change/--cumulative/--historical. Instead of absolute
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values percentages can be displayed with -%.
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This command also supports output destination and output format
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selection.
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@ -2083,6 +2083,41 @@ $ hledger balance -N -1
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.PP
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Flat-mode balance reports, which normally show exclusive balances, show
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inclusive balances at the depth limit.
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.SS Percentages
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.PP
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With \f[C]-%\f[R] or \f[C]--percent\f[R], balance reports show each
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account\[aq]s value expressed as a percentage of the column\[aq]s total.
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This is useful to get an overview of the relative sizes of account
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balances.
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For example to obtain an overview of expenses:
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.IP
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.nf
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\f[C]
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$ hledger balance expenses -%
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100.0 % expenses
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50.0 % food
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50.0 % supplies
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--------------------
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100.0 %
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\f[R]
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.fi
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.PP
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Note that \f[C]--tree\f[R] does not have an effect on \f[C]-%\f[R].
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The percentages are always relative to the total sum of each column,
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they are never relative to the parent account.
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.PP
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Since the percentages are relative to the columns sum, it is usually not
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useful to calculate percentages if the signs of the amounts are mixed.
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Although the results are technically correct, they are most likely
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useless.
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Especially in a balance report that sums up to zero (eg
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\f[C]hledger balance -B\f[R]) all percentage values will be zero.
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.PP
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This flag does not work if the report contains any mixed commodity
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accounts.
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If there are mixed commodity accounts in the report be sure to use
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\f[C]-V\f[R] or \f[C]-B\f[R] to coerce the report into using a single
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commodity.
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.SS Multicolumn balance report
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.PP
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Multicolumn or tabular balance reports are a very useful hledger
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@ -2510,6 +2545,8 @@ Normally balancesheet shows historical ending balances, which is what
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you need for a balance sheet; note this means it ignores report begin
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dates (and \f[C]-T/--row-total\f[R], since summing end balances
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generally does not make sense).
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Instead of absolute values percentages can be displayed with
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\f[C]-%\f[R].
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.PP
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This command also supports output destination and output format
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selection.
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@ -2591,6 +2628,8 @@ report period.
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Normally cashflow shows changes in assets per period, though as with
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multicolumn balance reports you can alter the report mode with
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\f[C]--change\f[R]/\f[C]--cumulative\f[R]/\f[C]--historical\f[R].
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Instead of absolute values percentages can be displayed with
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\f[C]-%\f[R].
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.PP
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This command also supports output destination and output format
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selection.
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@ -2942,6 +2981,8 @@ report period.
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Normally incomestatement shows revenues/expenses per period, though as
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with multicolumn balance reports you can alter the report mode with
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\f[C]--change\f[R]/\f[C]--cumulative\f[R]/\f[C]--historical\f[R].
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Instead of absolute values percentages can be displayed with
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\f[C]-%\f[R].
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.PP
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This command also supports output destination and output format
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selection.
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@ -1498,6 +1498,7 @@ is used to ensure this (more below).
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* Colour support::
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* Flat mode::
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* Depth limited balance reports::
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* Percentages::
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* Multicolumn balance report::
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* Budget report::
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* Output format::
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@ -1639,7 +1640,7 @@ $ hledger balance -p 2008/6 expenses -N --flat --drop 1
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$1 supplies
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File: hledger.info, Node: Depth limited balance reports, Next: Multicolumn balance report, Prev: Flat mode, Up: balance
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File: hledger.info, Node: Depth limited balance reports, Next: Percentages, Prev: Flat mode, Up: balance
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4.4.5 Depth limited balance reports
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-----------------------------------
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@ -1658,9 +1659,41 @@ $ hledger balance -N -1
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show inclusive balances at the depth limit.
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File: hledger.info, Node: Multicolumn balance report, Next: Budget report, Prev: Depth limited balance reports, Up: balance
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File: hledger.info, Node: Percentages, Next: Multicolumn balance report, Prev: Depth limited balance reports, Up: balance
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4.4.6 Multicolumn balance report
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4.4.6 Percentages
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-----------------
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With '-%' or '--percent', balance reports show each account's value
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expressed as a percentage of the column's total. This is useful to get
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an overview of the relative sizes of account balances. For example to
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obtain an overview of expenses:
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|
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$ hledger balance expenses -%
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100.0 % expenses
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50.0 % food
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50.0 % supplies
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--------------------
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100.0 %
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Note that '--tree' does not have an effect on '-%'. The percentages
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are always relative to the total sum of each column, they are never
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relative to the parent account.
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|
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Since the percentages are relative to the columns sum, it is usually
|
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not useful to calculate percentages if the signs of the amounts are
|
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mixed. Although the results are technically correct, they are most
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likely useless. Especially in a balance report that sums up to zero (eg
|
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'hledger balance -B') all percentage values will be zero.
|
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|
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This flag does not work if the report contains any mixed commodity
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accounts. If there are mixed commodity accounts in the report be sure
|
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to use '-V' or '-B' to coerce the report into using a single commodity.
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File: hledger.info, Node: Multicolumn balance report, Next: Budget report, Prev: Percentages, Up: balance
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4.4.7 Multicolumn balance report
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--------------------------------
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Multicolumn or tabular balance reports are a very useful hledger
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@ -1777,7 +1810,7 @@ balance report, is not yet supported in multicolumn reports.
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File: hledger.info, Node: Budget report, Next: , Prev: Multicolumn balance report, Up: balance
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4.4.7 Budget report
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4.4.8 Budget report
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-------------------
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With '--budget', extra columns are displayed showing budget goals for
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@ -1900,7 +1933,7 @@ Budget performance in 2017/11/01-2017/12/31:
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File: hledger.info, Node: Nested budgets, Up: Budget report
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4.4.7.1 Nested budgets
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4.4.8.1 Nested budgets
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......................
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You can add budgets to any account in your account hierarchy. If you
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@ -1985,7 +2018,7 @@ Budget performance in 2019/01:
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----------------------------------------++-------------------------------
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|| 0 [ 0]
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4.4.8 Output format
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4.4.9 Output format
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-------------------
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The balance command supports output destination and output format
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@ -2034,7 +2067,8 @@ the report mode with '--change'/'--cumulative'/'--historical'. Normally
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balancesheet shows historical ending balances, which is what you need
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for a balance sheet; note this means it ignores report begin dates (and
|
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'-T/--row-total', since summing end balances generally does not make
|
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sense).
|
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sense). Instead of absolute values percentages can be displayed with
|
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'-%'.
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This command also supports output destination and output format
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selection.
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@ -2108,7 +2142,8 @@ Total:
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With a reporting interval, multiple columns will be shown, one for
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each report period. Normally cashflow shows changes in assets per
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period, though as with multicolumn balance reports you can alter the
|
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report mode with '--change'/'--cumulative'/'--historical'.
|
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report mode with '--change'/'--cumulative'/'--historical'. Instead of
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absolute values percentages can be displayed with '-%'.
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This command also supports output destination and output format
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selection.
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@ -2428,7 +2463,8 @@ Total:
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With a reporting interval, multiple columns will be shown, one for
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each report period. Normally incomestatement shows revenues/expenses
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per period, though as with multicolumn balance reports you can alter the
|
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report mode with '--change'/'--cumulative'/'--historical'.
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report mode with '--change'/'--cumulative'/'--historical'. Instead of
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absolute values percentages can be displayed with '-%'.
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This command also supports output destination and output format
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selection.
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@ -3222,107 +3258,109 @@ Node: add46317
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Ref: #add46416
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Node: balance49161
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Ref: #balance49272
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Node: Classic balance report50714
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Ref: #classic-balance-report50887
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Node: Customising the classic balance report52256
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Ref: #customising-the-classic-balance-report52484
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Node: Colour support54560
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Ref: #colour-support54727
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Node: Flat mode54900
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Ref: #flat-mode55048
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Node: Depth limited balance reports55461
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Ref: #depth-limited-balance-reports55661
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Node: Multicolumn balance report56117
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Ref: #multicolumn-balance-report56315
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Node: Budget report61629
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Ref: #budget-report61772
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Node: Nested budgets66974
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Ref: #nested-budgets67086
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Ref: #output-format-170566
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Node: balancesheet70644
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Ref: #balancesheet70780
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Node: balancesheetequity72095
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Ref: #balancesheetequity72244
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Node: cashflow72805
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Ref: #cashflow72933
|
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Node: check-dates73961
|
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Ref: #check-dates74088
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Node: check-dupes74367
|
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Ref: #check-dupes74491
|
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Node: close74784
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Ref: #close74898
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Node: commodities78485
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Ref: #commodities78612
|
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Node: descriptions78694
|
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Ref: #descriptions78822
|
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Node: diff79003
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Ref: #diff79109
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Node: files80156
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Ref: #files80256
|
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Node: help80403
|
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Ref: #help80503
|
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Node: import81584
|
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Ref: #import81698
|
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Node: Importing balance assignments82591
|
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Ref: #importing-balance-assignments82739
|
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Node: incomestatement83388
|
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Ref: #incomestatement83521
|
||||
Node: notes84857
|
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Ref: #notes84970
|
||||
Node: payees85096
|
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Ref: #payees85202
|
||||
Node: prices85360
|
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Ref: #prices85466
|
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Node: print85807
|
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Ref: #print85917
|
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Node: print-unique90410
|
||||
Ref: #print-unique90536
|
||||
Node: register90821
|
||||
Ref: #register90948
|
||||
Node: Custom register output95120
|
||||
Ref: #custom-register-output95249
|
||||
Node: register-match96511
|
||||
Ref: #register-match96645
|
||||
Node: rewrite96996
|
||||
Ref: #rewrite97111
|
||||
Node: Re-write rules in a file98966
|
||||
Ref: #re-write-rules-in-a-file99100
|
||||
Node: Diff output format100310
|
||||
Ref: #diff-output-format100479
|
||||
Node: rewrite vs print --auto101571
|
||||
Ref: #rewrite-vs.-print---auto101750
|
||||
Node: roi102306
|
||||
Ref: #roi102404
|
||||
Node: stats103416
|
||||
Ref: #stats103515
|
||||
Node: tags104303
|
||||
Ref: #tags104401
|
||||
Node: test104695
|
||||
Ref: #test104779
|
||||
Node: ADD-ON COMMANDS105540
|
||||
Ref: #add-on-commands105650
|
||||
Node: Official add-ons106938
|
||||
Ref: #official-add-ons107078
|
||||
Node: ui107158
|
||||
Ref: #ui107245
|
||||
Node: web107299
|
||||
Ref: #web107388
|
||||
Node: Third party add-ons107434
|
||||
Ref: #third-party-add-ons107609
|
||||
Ref: #diff-1107768
|
||||
Node: iadd107867
|
||||
Ref: #iadd107977
|
||||
Node: interest108059
|
||||
Ref: #interest108180
|
||||
Node: irr108275
|
||||
Ref: #irr108373
|
||||
Node: Experimental add-ons108504
|
||||
Ref: #experimental-add-ons108656
|
||||
Node: autosync108904
|
||||
Ref: #autosync109015
|
||||
Node: chart109254
|
||||
Ref: #chart109373
|
||||
Node: check109444
|
||||
Ref: #check109546
|
||||
Node: Classic balance report50730
|
||||
Ref: #classic-balance-report50903
|
||||
Node: Customising the classic balance report52272
|
||||
Ref: #customising-the-classic-balance-report52500
|
||||
Node: Colour support54576
|
||||
Ref: #colour-support54743
|
||||
Node: Flat mode54916
|
||||
Ref: #flat-mode55064
|
||||
Node: Depth limited balance reports55477
|
||||
Ref: #depth-limited-balance-reports55662
|
||||
Node: Percentages56118
|
||||
Ref: #percentages56284
|
||||
Node: Multicolumn balance report57421
|
||||
Ref: #multicolumn-balance-report57601
|
||||
Node: Budget report62915
|
||||
Ref: #budget-report63058
|
||||
Node: Nested budgets68260
|
||||
Ref: #nested-budgets68372
|
||||
Ref: #output-format-171852
|
||||
Node: balancesheet71930
|
||||
Ref: #balancesheet72066
|
||||
Node: balancesheetequity73449
|
||||
Ref: #balancesheetequity73598
|
||||
Node: cashflow74159
|
||||
Ref: #cashflow74287
|
||||
Node: check-dates75383
|
||||
Ref: #check-dates75510
|
||||
Node: check-dupes75789
|
||||
Ref: #check-dupes75913
|
||||
Node: close76206
|
||||
Ref: #close76320
|
||||
Node: commodities79907
|
||||
Ref: #commodities80034
|
||||
Node: descriptions80116
|
||||
Ref: #descriptions80244
|
||||
Node: diff80425
|
||||
Ref: #diff80531
|
||||
Node: files81578
|
||||
Ref: #files81678
|
||||
Node: help81825
|
||||
Ref: #help81925
|
||||
Node: import83006
|
||||
Ref: #import83120
|
||||
Node: Importing balance assignments84013
|
||||
Ref: #importing-balance-assignments84161
|
||||
Node: incomestatement84810
|
||||
Ref: #incomestatement84943
|
||||
Node: notes86347
|
||||
Ref: #notes86460
|
||||
Node: payees86586
|
||||
Ref: #payees86692
|
||||
Node: prices86850
|
||||
Ref: #prices86956
|
||||
Node: print87297
|
||||
Ref: #print87407
|
||||
Node: print-unique91900
|
||||
Ref: #print-unique92026
|
||||
Node: register92311
|
||||
Ref: #register92438
|
||||
Node: Custom register output96610
|
||||
Ref: #custom-register-output96739
|
||||
Node: register-match98001
|
||||
Ref: #register-match98135
|
||||
Node: rewrite98486
|
||||
Ref: #rewrite98601
|
||||
Node: Re-write rules in a file100456
|
||||
Ref: #re-write-rules-in-a-file100590
|
||||
Node: Diff output format101800
|
||||
Ref: #diff-output-format101969
|
||||
Node: rewrite vs print --auto103061
|
||||
Ref: #rewrite-vs.-print---auto103240
|
||||
Node: roi103796
|
||||
Ref: #roi103894
|
||||
Node: stats104906
|
||||
Ref: #stats105005
|
||||
Node: tags105793
|
||||
Ref: #tags105891
|
||||
Node: test106185
|
||||
Ref: #test106269
|
||||
Node: ADD-ON COMMANDS107030
|
||||
Ref: #add-on-commands107140
|
||||
Node: Official add-ons108428
|
||||
Ref: #official-add-ons108568
|
||||
Node: ui108648
|
||||
Ref: #ui108735
|
||||
Node: web108789
|
||||
Ref: #web108878
|
||||
Node: Third party add-ons108924
|
||||
Ref: #third-party-add-ons109099
|
||||
Ref: #diff-1109258
|
||||
Node: iadd109357
|
||||
Ref: #iadd109467
|
||||
Node: interest109549
|
||||
Ref: #interest109670
|
||||
Node: irr109765
|
||||
Ref: #irr109863
|
||||
Node: Experimental add-ons109994
|
||||
Ref: #experimental-add-ons110146
|
||||
Node: autosync110394
|
||||
Ref: #autosync110505
|
||||
Node: chart110744
|
||||
Ref: #chart110863
|
||||
Node: check110934
|
||||
Ref: #check111036
|
||||
|
||||
End Tag Table
|
||||
|
||||
@ -1454,18 +1454,45 @@ COMMANDS
|
||||
Flat-mode balance reports, which normally show exclusive balances, show
|
||||
inclusive balances at the depth limit.
|
||||
|
||||
Percentages
|
||||
With -% or --percent, balance reports show each account's value ex-
|
||||
pressed as a percentage of the column's total. This is useful to get
|
||||
an overview of the relative sizes of account balances. For example to
|
||||
obtain an overview of expenses:
|
||||
|
||||
$ hledger balance expenses -%
|
||||
100.0 % expenses
|
||||
50.0 % food
|
||||
50.0 % supplies
|
||||
--------------------
|
||||
100.0 %
|
||||
|
||||
Note that --tree does not have an effect on -%. The percentages are
|
||||
always relative to the total sum of each column, they are never rela-
|
||||
tive to the parent account.
|
||||
|
||||
Since the percentages are relative to the columns sum, it is usually
|
||||
not useful to calculate percentages if the signs of the amounts are
|
||||
mixed. Although the results are technically correct, they are most
|
||||
likely useless. Especially in a balance report that sums up to zero
|
||||
(eg hledger balance -B) all percentage values will be zero.
|
||||
|
||||
This flag does not work if the report contains any mixed commodity ac-
|
||||
counts. If there are mixed commodity accounts in the report be sure to
|
||||
use -V or -B to coerce the report into using a single commodity.
|
||||
|
||||
Multicolumn balance report
|
||||
Multicolumn or tabular balance reports are a very useful hledger fea-
|
||||
ture, and usually the preferred style. They share many of the above
|
||||
features, but they show the report as a table, with columns represent-
|
||||
ing time periods. This mode is activated by providing a reporting in-
|
||||
Multicolumn or tabular balance reports are a very useful hledger fea-
|
||||
ture, and usually the preferred style. They share many of the above
|
||||
features, but they show the report as a table, with columns represent-
|
||||
ing time periods. This mode is activated by providing a reporting in-
|
||||
terval.
|
||||
|
||||
There are three types of multicolumn balance report, showing different
|
||||
There are three types of multicolumn balance report, showing different
|
||||
information:
|
||||
|
||||
1. By default: each column shows the sum of postings in that period, ie
|
||||
the account's change of balance in that period. This is useful eg
|
||||
the account's change of balance in that period. This is useful eg
|
||||
for a monthly income statement:
|
||||
|
||||
$ hledger balance --quarterly income expenses -E
|
||||
@ -1481,7 +1508,7 @@ COMMANDS
|
||||
|| $-1 $1 0 0
|
||||
|
||||
2. With --cumulative: each column shows the ending balance for that pe-
|
||||
riod, accumulating the changes across periods, starting from 0 at
|
||||
riod, accumulating the changes across periods, starting from 0 at
|
||||
the report start date:
|
||||
|
||||
$ hledger balance --quarterly income expenses -E --cumulative
|
||||
@ -1497,8 +1524,8 @@ COMMANDS
|
||||
|| $-1 0 0 0
|
||||
|
||||
3. With --historical/-H: each column shows the actual historical ending
|
||||
balance for that period, accumulating the changes across periods,
|
||||
starting from the actual balance at the report start date. This is
|
||||
balance for that period, accumulating the changes across periods,
|
||||
starting from the actual balance at the report start date. This is
|
||||
useful eg for a multi-period balance sheet, and when you are showing
|
||||
only the data after a certain start date:
|
||||
|
||||
@ -1517,26 +1544,26 @@ COMMANDS
|
||||
Note that --cumulative or --historical/-H disable --row-total/-T, since
|
||||
summing end balances generally does not make sense.
|
||||
|
||||
Multicolumn balance reports display accounts in flat mode by default;
|
||||
Multicolumn balance reports display accounts in flat mode by default;
|
||||
to see the hierarchy, use --tree.
|
||||
|
||||
With a reporting interval (like --quarterly above), the report
|
||||
start/end dates will be adjusted if necessary so that they encompass
|
||||
With a reporting interval (like --quarterly above), the report
|
||||
start/end dates will be adjusted if necessary so that they encompass
|
||||
the displayed report periods. This is so that the first and last peri-
|
||||
ods will be "full" and comparable to the others.
|
||||
|
||||
The -E/--empty flag does two things in multicolumn balance reports:
|
||||
The -E/--empty flag does two things in multicolumn balance reports:
|
||||
first, the report will show all columns within the specified report pe-
|
||||
riod (without -E, leading and trailing columns with all zeroes are not
|
||||
shown). Second, all accounts which existed at the report start date
|
||||
will be considered, not just the ones with activity during the report
|
||||
period (use -E to include low-activity accounts which would otherwise
|
||||
riod (without -E, leading and trailing columns with all zeroes are not
|
||||
shown). Second, all accounts which existed at the report start date
|
||||
will be considered, not just the ones with activity during the report
|
||||
period (use -E to include low-activity accounts which would otherwise
|
||||
would be omitted).
|
||||
|
||||
The -T/--row-total flag adds an additional column showing the total for
|
||||
each row.
|
||||
|
||||
The -A/--average flag adds a column showing the average value in each
|
||||
The -A/--average flag adds a column showing the average value in each
|
||||
row.
|
||||
|
||||
Here's an example of all three:
|
||||
@ -1560,20 +1587,20 @@ COMMANDS
|
||||
Limitations:
|
||||
|
||||
In multicolumn reports the -V/--value flag uses the market price on the
|
||||
report end date, for all columns (not the price on each column's end
|
||||
report end date, for all columns (not the price on each column's end
|
||||
date).
|
||||
|
||||
Eliding of boring parent accounts in tree mode, as in the classic bal-
|
||||
Eliding of boring parent accounts in tree mode, as in the classic bal-
|
||||
ance report, is not yet supported in multicolumn reports.
|
||||
|
||||
Budget report
|
||||
With --budget, extra columns are displayed showing budget goals for
|
||||
each account and period, if any. Budget goals are defined by periodic
|
||||
With --budget, extra columns are displayed showing budget goals for
|
||||
each account and period, if any. Budget goals are defined by periodic
|
||||
transactions. This is very useful for comparing planned and actual in-
|
||||
come, expenses, time usage, etc. --budget is most often combined with
|
||||
come, expenses, time usage, etc. --budget is most often combined with
|
||||
a report interval.
|
||||
|
||||
For example, you can take average monthly expenses in the common ex-
|
||||
For example, you can take average monthly expenses in the common ex-
|
||||
pense categories to construct a minimal monthly budget:
|
||||
|
||||
;; Budget
|
||||
@ -1620,25 +1647,25 @@ COMMANDS
|
||||
|
||||
Note this is different from a normal balance report in several ways:
|
||||
|
||||
o Only accounts with budget goals during the report period are shown,
|
||||
o Only accounts with budget goals during the report period are shown,
|
||||
by default.
|
||||
|
||||
o In each column, in square brackets after the actual amount, budgeted
|
||||
o In each column, in square brackets after the actual amount, budgeted
|
||||
amounts are shown, along with the percentage of budget used.
|
||||
|
||||
o All parent accounts are always shown, even in flat mode. Eg assets,
|
||||
o All parent accounts are always shown, even in flat mode. Eg assets,
|
||||
assets:bank, and expenses above.
|
||||
|
||||
o Amounts always include all subaccounts, budgeted or unbudgeted, even
|
||||
o Amounts always include all subaccounts, budgeted or unbudgeted, even
|
||||
in flat mode.
|
||||
|
||||
This means that the numbers displayed will not always add up! Eg above,
|
||||
the expenses actual amount includes the gifts and supplies transac-
|
||||
tions, but the expenses:gifts and expenses:supplies accounts are not
|
||||
the expenses actual amount includes the gifts and supplies transac-
|
||||
tions, but the expenses:gifts and expenses:supplies accounts are not
|
||||
shown, as they have no budget amounts declared.
|
||||
|
||||
This can be confusing. When you need to make things clearer, use the
|
||||
-E/--empty flag, which will reveal all accounts including unbudgeted
|
||||
This can be confusing. When you need to make things clearer, use the
|
||||
-E/--empty flag, which will reveal all accounts including unbudgeted
|
||||
ones, giving the full picture. Eg:
|
||||
|
||||
$ hledger balance -M --budget --empty
|
||||
@ -1680,12 +1707,12 @@ COMMANDS
|
||||
For more examples, see Budgeting and Forecasting.
|
||||
|
||||
Nested budgets
|
||||
You can add budgets to any account in your account hierarchy. If you
|
||||
You can add budgets to any account in your account hierarchy. If you
|
||||
have budgets on both parent account and some of its children, then bud-
|
||||
get(s) of the child account(s) would be added to the budget of their
|
||||
get(s) of the child account(s) would be added to the budget of their
|
||||
parent, much like account balances behave.
|
||||
|
||||
In the most simple case this means that once you add a budget to any
|
||||
In the most simple case this means that once you add a budget to any
|
||||
account, all its parents would have budget as well.
|
||||
|
||||
To illustrate this, consider the following budget:
|
||||
@ -1695,13 +1722,13 @@ COMMANDS
|
||||
expenses:personal:electronics $100.00
|
||||
liabilities
|
||||
|
||||
With this, monthly budget for electronics is defined to be $100 and
|
||||
budget for personal expenses is an additional $1000, which implicity
|
||||
With this, monthly budget for electronics is defined to be $100 and
|
||||
budget for personal expenses is an additional $1000, which implicity
|
||||
means that budget for both expenses:personal and expenses is $1100.
|
||||
|
||||
Transactions in expenses:personal:electronics will be counted both to-
|
||||
Transactions in expenses:personal:electronics will be counted both to-
|
||||
wards its $100 budget and $1100 of expenses:personal , and transactions
|
||||
in any other subaccount of expenses:personal would be counted towards
|
||||
in any other subaccount of expenses:personal would be counted towards
|
||||
only towards the budget of expenses:personal.
|
||||
|
||||
For example, let's consider these transactions:
|
||||
@ -1727,9 +1754,9 @@ COMMANDS
|
||||
expenses:personal $30.00
|
||||
liabilities
|
||||
|
||||
As you can see, we have transactions in expenses:personal:electron-
|
||||
ics:upgrades and expenses:personal:train tickets, and since both of
|
||||
these accounts are without explicitly defined budget, these transac-
|
||||
As you can see, we have transactions in expenses:personal:electron-
|
||||
ics:upgrades and expenses:personal:train tickets, and since both of
|
||||
these accounts are without explicitly defined budget, these transac-
|
||||
tions would be counted towards budgets of expenses:personal:electronics
|
||||
and expenses:personal accordingly:
|
||||
|
||||
@ -1745,7 +1772,7 @@ COMMANDS
|
||||
-------------------------------++-------------------------------
|
||||
|| 0 [ 0]
|
||||
|
||||
And with --empty, we can get a better picture of budget allocation and
|
||||
And with --empty, we can get a better picture of budget allocation and
|
||||
consumption:
|
||||
|
||||
$ hledger balance --budget -M --empty
|
||||
@ -1763,17 +1790,17 @@ COMMANDS
|
||||
|| 0 [ 0]
|
||||
|
||||
Output format
|
||||
The balance command supports output destination and output format se-
|
||||
The balance command supports output destination and output format se-
|
||||
lection.
|
||||
|
||||
balancesheet
|
||||
balancesheet, bs
|
||||
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
|
||||
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
|
||||
Note this report shows all account balances with normal positive sign
|
||||
(like conventional financial statements, unlike balance/print/register)
|
||||
(experimental).
|
||||
|
||||
@ -1799,12 +1826,13 @@ COMMANDS
|
||||
0
|
||||
|
||||
With a reporting interval, multiple columns will be shown, one for each
|
||||
report period. As with multicolumn balance reports, you can alter the
|
||||
report mode with --change/--cumulative/--historical. Normally bal-
|
||||
ancesheet shows historical ending balances, which is what you need for
|
||||
a balance sheet; note this means it ignores report begin dates (and
|
||||
-T/--row-total, since summing end balances generally does not make
|
||||
sense).
|
||||
report period. As with multicolumn balance reports, you can alter the
|
||||
report mode with --change/--cumulative/--historical. Normally bal-
|
||||
ancesheet shows historical ending balances, which is what you need for
|
||||
a balance sheet; note this means it ignores report begin dates (and
|
||||
-T/--row-total, since summing end balances generally does not make
|
||||
sense). Instead of absolute values percentages can be displayed with
|
||||
-%.
|
||||
|
||||
This command also supports output destination and output format selec-
|
||||
tion.
|
||||
@ -1868,79 +1896,80 @@ COMMANDS
|
||||
With a 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 you can alter the report
|
||||
mode with --change/--cumulative/--historical.
|
||||
mode with --change/--cumulative/--historical. Instead of absolute val-
|
||||
ues percentages can be displayed with -%.
|
||||
|
||||
This command also supports output destination and output format selec-
|
||||
This command also supports output destination and output format selec-
|
||||
tion.
|
||||
|
||||
check-dates
|
||||
check-dates
|
||||
Check that transactions are sorted by increasing date. With --date2,
|
||||
checks secondary dates instead. With --strict, dates must also be
|
||||
unique. With a query, only matched transactions' dates are checked.
|
||||
Check that transactions are sorted by increasing date. With --date2,
|
||||
checks secondary dates instead. With --strict, dates must also be
|
||||
unique. With a query, only matched transactions' dates are checked.
|
||||
Reads the default journal file, or another specified with -f.
|
||||
|
||||
check-dupes
|
||||
check-dupes
|
||||
Reports account names having the same leaf but different prefixes. In
|
||||
other words, two or more leaves that are categorized differently.
|
||||
Reports account names having the same leaf but different prefixes. In
|
||||
other words, two or more leaves that are categorized differently.
|
||||
Reads the default journal file, or another specified as an argument.
|
||||
|
||||
An example: http://stefanorodighiero.net/software/hledger-dupes.html
|
||||
|
||||
close
|
||||
close, equity
|
||||
Prints a "closing balances" transaction and an "opening balances"
|
||||
Prints a "closing balances" transaction and an "opening balances"
|
||||
transaction that bring account balances to and from zero, respectively.
|
||||
Useful for bringing asset/liability balances forward into a new journal
|
||||
file, or for closing out revenues/expenses to retained earnings at the
|
||||
file, or for closing out revenues/expenses to retained earnings at the
|
||||
end of a period.
|
||||
|
||||
The closing transaction transfers balances to "equity:closing bal-
|
||||
ances". The opening transaction transfers balances from "equity:open-
|
||||
The closing transaction transfers balances to "equity:closing bal-
|
||||
ances". The opening transaction transfers balances from "equity:open-
|
||||
ing balances". You can choose to print just one of the transactions by
|
||||
using the --opening or --closing flag.
|
||||
|
||||
If you split your journal files by time (eg yearly), you will typically
|
||||
run this command at the end of the year, and save the closing transac-
|
||||
tion as last entry of the old file, and the opening transaction as the
|
||||
first entry of the new file. This makes the files self contained, so
|
||||
that correct balances are reported no matter which of them are loaded.
|
||||
Ie, if you load just one file, the balances are initialised correctly;
|
||||
or if you load several files, the redundant closing/opening transac-
|
||||
tions cancel each other out. (They will show up in print or register
|
||||
reports; you can exclude them with a query like not:desc:'(open-
|
||||
run this command at the end of the year, and save the closing transac-
|
||||
tion as last entry of the old file, and the opening transaction as the
|
||||
first entry of the new file. This makes the files self contained, so
|
||||
that correct balances are reported no matter which of them are loaded.
|
||||
Ie, if you load just one file, the balances are initialised correctly;
|
||||
or if you load several files, the redundant closing/opening transac-
|
||||
tions cancel each other out. (They will show up in print or register
|
||||
reports; you can exclude them with a query like not:desc:'(open-
|
||||
ing|closing) balances'.)
|
||||
|
||||
If you're running a business, you might also use this command to "close
|
||||
the books" at the end of an accounting period, transferring income
|
||||
statement account balances to retained earnings. (You may want to
|
||||
the books" at the end of an accounting period, transferring income
|
||||
statement account balances to retained earnings. (You may want to
|
||||
change the equity account name to something like "equity:retained earn-
|
||||
ings".)
|
||||
|
||||
By default, the closing transaction is dated yesterday, the balances
|
||||
are calculated as of end of yesterday, and the opening transaction is
|
||||
dated today. To close on some other date, use: hledger close -e OPEN-
|
||||
INGDATE. Eg, to close/open on the 2018/2019 boundary, use -e 2019.
|
||||
By default, the closing transaction is dated yesterday, the balances
|
||||
are calculated as of end of yesterday, and the opening transaction is
|
||||
dated today. To close on some other date, use: hledger close -e OPEN-
|
||||
INGDATE. Eg, to close/open on the 2018/2019 boundary, use -e 2019.
|
||||
You can also use -p or date:PERIOD (any starting date is ignored).
|
||||
|
||||
Both transactions will include balance assertions for the closed/re-
|
||||
Both transactions will include balance assertions for the closed/re-
|
||||
opened accounts. You probably shouldn't use status or realness filters
|
||||
(like -C or -R or status:) with this command, or the generated balance
|
||||
assertions will depend on these flags. Likewise, if you run this com-
|
||||
mand with --auto, the balance assertions will probably always require
|
||||
(like -C or -R or status:) with this command, or the generated balance
|
||||
assertions will depend on these flags. Likewise, if you run this com-
|
||||
mand with --auto, the balance assertions will probably always require
|
||||
--auto.
|
||||
|
||||
When account balances have cost information (transaction prices), the
|
||||
closing/opening transactions will preserve it, so that eg balance -B
|
||||
When account balances have cost information (transaction prices), the
|
||||
closing/opening transactions will preserve it, so that eg balance -B
|
||||
reports will not be affected.
|
||||
|
||||
Examples:
|
||||
|
||||
Carrying asset/liability balances into a new file for 2019, all from
|
||||
Carrying asset/liability balances into a new file for 2019, all from
|
||||
command line:
|
||||
|
||||
Warning: we use >> here to append; be careful not to type a single >
|
||||
Warning: we use >> here to append; be careful not to type a single >
|
||||
which would wipe your journal!
|
||||
|
||||
$ hledger close -f 2018.journal -e 2019 assets liabilities --opening >>2019.journal
|
||||
@ -1989,18 +2018,18 @@ COMMANDS
|
||||
|
||||
diff
|
||||
diff
|
||||
Compares a particular account's transactions in two input files. It
|
||||
Compares a particular account's transactions in two input files. It
|
||||
shows any transactions to this account which are in one file but not in
|
||||
the other.
|
||||
|
||||
More precisely, for each posting affecting this account in either file,
|
||||
it looks for a corresponding posting in the other file which posts the
|
||||
same amount to the same account (ignoring date, description, etc.)
|
||||
it looks for a corresponding posting in the other file which posts the
|
||||
same amount to the same account (ignoring date, description, etc.)
|
||||
Since postings not transactions are compared, this also works when mul-
|
||||
tiple bank transactions have been combined into a single journal entry.
|
||||
|
||||
This is useful eg if you have downloaded an account's transactions from
|
||||
your bank (eg as CSV data). When hledger and your bank disagree about
|
||||
your bank (eg as CSV data). When hledger and your bank disagree about
|
||||
the account balance, you can compare the bank data with your journal to
|
||||
find out the cause.
|
||||
|
||||
@ -2018,20 +2047,20 @@ COMMANDS
|
||||
|
||||
files
|
||||
files
|
||||
List all files included in the journal. With a REGEX argument, only
|
||||
List all files included in the journal. With a REGEX argument, only
|
||||
file names matching the regular expression (case sensitive) are shown.
|
||||
|
||||
help
|
||||
help
|
||||
Show any of the hledger manuals.
|
||||
|
||||
The help command displays any of the main hledger manuals, in one of
|
||||
several ways. Run it with no argument to list the manuals, or provide
|
||||
The help command displays any of the main hledger manuals, 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
|
||||
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.
|
||||
|
||||
Examples:
|
||||
@ -2058,9 +2087,9 @@ COMMANDS
|
||||
|
||||
import
|
||||
import
|
||||
Read new transactions added to each FILE since last run, and add them
|
||||
to the main journal file. Or with --dry-run, just print the transac-
|
||||
tions that would be added. Or with --catchup, just mark all of the
|
||||
Read new transactions added to each FILE since last run, and add them
|
||||
to the main journal file. Or with --dry-run, just print the transac-
|
||||
tions that would be added. Or with --catchup, just mark all of the
|
||||
FILEs' transactions as imported, without actually importing any.
|
||||
|
||||
The input files are specified as arguments - no need to write -f before
|
||||
@ -2071,36 +2100,36 @@ COMMANDS
|
||||
ing 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
|
||||
The --dry-run output is in journal format, so you can filter it, eg to
|
||||
see only uncategorised transactions:
|
||||
|
||||
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
|
||||
|
||||
Importing balance assignments
|
||||
Entries added by import will have their posting amounts made explicit
|
||||
(like hledger print -x). This means that any balance assignments in
|
||||
imported files must be evaluated; but, imported files don't get to see
|
||||
the main file's account balances. As a result, importing entries with
|
||||
Entries added by import will have their posting amounts made explicit
|
||||
(like hledger print -x). This means that any balance assignments in
|
||||
imported files must be evaluated; but, imported files don't get to see
|
||||
the main file's account balances. As a result, importing entries with
|
||||
balance assignments (eg from an institution that provides only balances
|
||||
and not posting amounts) will probably generate incorrect posting
|
||||
and not posting amounts) will probably generate incorrect posting
|
||||
amounts. To avoid this problem, use print instead of import:
|
||||
|
||||
$ hledger print IMPORTFILE [--new] >> $LEDGER_FILE
|
||||
|
||||
(If you think import should leave amounts implicit like print does,
|
||||
(If you think import should leave amounts implicit like print does,
|
||||
please test it and send a pull request.)
|
||||
|
||||
incomestatement
|
||||
incomestatement, is
|
||||
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, plu-
|
||||
ral forms also allowed). Note this report shows all account balances
|
||||
with normal positive sign (like conventional financial statements, un-
|
||||
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, plu-
|
||||
ral forms also allowed). Note this report shows all account balances
|
||||
with normal positive sign (like conventional financial statements, un-
|
||||
like balance/print/register) (experimental).
|
||||
|
||||
This command displays a simple income statement. It currently assumes
|
||||
that you have top-level accounts named income (or revenue) and expense
|
||||
This command displays a simple income statement. It currently assumes
|
||||
that you have top-level accounts named income (or revenue) and expense
|
||||
(plural forms also allowed.)
|
||||
|
||||
$ hledger incomestatement
|
||||
@ -2125,9 +2154,10 @@ COMMANDS
|
||||
0
|
||||
|
||||
With a 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 you can alter the
|
||||
report mode with --change/--cumulative/--historical.
|
||||
report period. Normally incomestatement shows revenues/expenses per
|
||||
period, though as with multicolumn balance reports you can alter the
|
||||
report mode with --change/--cumulative/--historical. Instead of abso-
|
||||
lute values percentages can be displayed with -%.
|
||||
|
||||
This command also supports output destination and output format selec-
|
||||
tion.
|
||||
|
||||
Loading…
Reference in New Issue
Block a user