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38 lines
1.6 KiB
Markdown
38 lines
1.6 KiB
Markdown
# hledger balance
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> A flexible, general purpose "summing" report that shows accounts with some kind of numeric data.
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> This can be balance changes per period, end balances, budget performance, unrealised capital gains, etc.
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> More information: <https://hledger.org/hledger.html#balance>.
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- Show the balance change in all accounts from all postings over all time:
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`hledger balance`
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- Show the balance change in accounts named `*expenses*`, as a tree, summarising the top two levels only:
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`hledger balance {{expenses}} --tree --depth {{2}}`
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- Show expenses each month, and their totals and averages, sorted by total; and their monthly budget goals:
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`hledger balance {{expenses}} --monthly --row-total --average --sort-amount --budget`
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- Similar to the above, shorter form, matching accounts by `Expense` type, as a two level tree without squashing boring accounts:
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`hledger bal type:{{X}} -MTAS --budget -t -{{2}} --no-elide`
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- Show end balances (including from postings before the start date), quarterly in 2024, in accounts named `*assets*` or `*liabilities*`:
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`hledger balance --historical --period '{{quarterly in 2024}}' {{assets}} {{liabilities}}`
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- Similar to the above, shorter form; also show zero balances, sort by total and summarise to three levels:
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`hledger bal -HQ date:{{2024}} type:{{AL}} -ES -{{3}}`
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- Show investment assets' market value in base currency at the end of each quarter:
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`hledger bal -HVQ {{assets:investments}}`
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- Show unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets:
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`hledger bal --gain -Q {{assets:investments}} not:{{cryptocurrency}}`
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