hledger/README

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hledger - a ledger-compatible text-based accounting tool
========================================================
Welcome to hledger!
hledger is a haskell clone of John Wiegley's "ledger" text-based
accounting tool (http://newartisans.com/software/ledger.html).
It generates ledger-compatible register & balance reports from a plain
text ledger file, and demonstrates a functional implementation of ledger.
For more information, see hledger's home page: http://joyful.com/hledger
Copyright (c) 2007-2009 Simon Michael <simon@joyful.com>
Released under GPL version 3 or later.
Installation
------------
hledger requires GHC. It is known to build with 6.8 and 6.10.
Installing with cabal
.....................
If you have cabal-install, in this directory do::
cabal install
Installing manually
...................
Otherwise, unpack the latest tarball from
http://hackage.haskell.org/cgi-bin/hackage-scripts/package/hledger and do::
runhaskell Setup.hs configure
runhaskell Setup.hs build
sudo runhaskell Setup.hs install
This will complain about any missing libraries, which you can download and
install manually from hackage.haskell.org. (The Build-Depends: in
hledger.cabal has the full package list.)
Caveat
......
The current vty library requires ghc 6.10 to build, so if you are using
ghc 6.8 you will need to use vty 3.1.2.
Latest development code
.......................
Or, to get the latest development code do::
darcs get http://joyful.com/repos/hledger
Examples
--------
Here are some commands to try::
hledger --help
hledger -f sample.ledger balance
export LEDGER=sample.ledger
hledger -s balance
hledger register
hledger reg cash
hledger reg -- shop
hledger ui
hledger looks for your ledger file at ~/.ledger by default. To use a different file,
specify it with -f or the LEDGER environment variable.
Features
--------
This version of hledger mimics a subset of ledger 2.6.1, and adds some
features of its own. We currently support: the balance, print, and
register commands, regular ledger entries, multiple commodities, virtual
transactions, account and description patterns, the LEDGER environment
variable, and these options::
Basic options:
-h, --help display summarized help text
-v, --version show version information
-f, --file FILE read ledger data from FILE
Report filtering:
-b, --begin DATE set report begin date
-e, --end DATE set report end date
-p, --period EXPR report using the given period
-C, --cleared consider only cleared transactions
-R, --real consider only real (non-virtual) transactions
Output customization:
-n, --collapse balance report: no grand total
-d, --display EXPR display only transactions matching EXPR (limited support)
-E, --empty balance report: show accounts with zero balance
-s, --subtotal balance report: show sub-accounts
Commodity reporting:
-B, --basis, --cost report cost basis of commodities
Commands:
balance [REGEXP]... show balance totals for matching accounts
register [REGEXP]... show register of matching transactions
print [REGEXP]... print all matching entries
We handle (almost) the full period expression syntax, and simple display
expressions consisting of a date predicate. Also the following
hledger-specific features are supported::
ui interactive text ui
--depth=N balance report: maximum account depth to show
--options-anywhere allow options anywhere, use ^ for negative patterns
ledger features not supported
.............................
ledger features not yet supported include: modifier and periodic entries,
!include and other special directives, price history entries, parsing
gnucash files, and the following options::
Basic options:
-o, --output FILE write output to FILE
-i, --init-file FILE initialize ledger using FILE (default: ~/.ledgerrc)
--cache FILE use FILE as a binary cache when --file is not used
--no-cache don't use a cache, even if it would be appropriate
-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
-U, --uncleared consider only uncleared transactions
-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 register: collapse entries
-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
-W, --weekly show weekly sub-totals
-M, --monthly show monthly sub-totals
-Y, --yearly show yearly sub-totals
--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 keeps differently-priced amounts of the same commodity separate at the moment
* hledger refers to the entry's and transaction's "description", ledger calls it "note"
* hledger doesn't require a space before command-line option values
* hledger provides "--cost" as a synonym for "--basis"
* hledger's "weekly" reporting intervals always start on mondays
* hledger shows start and end dates of full intervals, 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 doesn't count an unfinished timelog session
* (disabled for now: hledger counts timelog sessions on the day they end, ledger on the day they start)