hledger/doc/tldr/hledger-balance.md

hledger balance

A flexible, general purpose "summing" report that shows accounts with some kind of numeric data. This can be balance changes per period, end balances, budget performance, unrealised capital gains, etc. More information: https://hledger.org/hledger.html#balance.

• Show the balance change in all accounts from all postings over all time:

hledger balance

• Show the balance change in accounts named *expenses*, as a tree, summarising the top two levels only:

hledger balance {{expenses}} --tree --depth {{2}}

• Show expenses each month, and their totals and averages, sorted by total; and their monthly budget goals:

hledger balance {{expenses}} --monthly --row-total --average --sort-amount --budget

• Similar to the above, shorter form, matching accounts by Expense type, as a two level tree without squashing boring accounts:

hledger bal type:{{X}} -MTAS --budget -t -{{2}} --no-elide

• Show end balances (including from postings before the start date), quarterly in 2024, in accounts named *assets* or *liabilities*:

hledger balance --historical --period '{{quarterly in 2024}}' {{assets}} {{liabilities}}

• Similar to the above, shorter form; also show zero balances, sort by total and summarise to three levels:

hledger bal -HQ date:{{2024}} type:{{AL}} -ES -{{3}}

• Show investment assets' market value in base currency at the end of each quarter:

hledger bal -HVQ {{assets:investments}}

• Show unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets:

hledger bal --gain -Q {{assets:investments}} not:{{cryptocurrency}}