hledger

Command-line interface for the hledger accounting system http://hledger.org

LTS Haskell 16.15:1.18.1
Stackage Nightly 2020-09-25:1.19.1
Latest on Hackage:1.19.1

See all snapshots hledger appears in

hledger

The command-line interface for the hledger accounting system. Its basic function is to read a plain text file describing financial transactions and produce useful reports.

See also: the project README and home page.

Changes

User-visible changes in the hledger command line tool and library.

1.19.1 2020-09-07

  • Fix alignment of coloured numbers (#1345, #1349, Stephen Morgan)

  • Fix a regression in account type autodetection for accounts with capitalised names. (#1341)

  • Allow megaparsec 9

1.19 2020-09-01

general

  • When parsing dates, the year is now required to have at least four digits. So eg we no longer accept 200/1/1 as a valid date, it would need to be written 0200/1/1. This was done for.. reasons, and is experimental; let us know if it causes you trouble.

  • The –color/–colour=WHEN command line option, support for the NO_COLOR environment variable, and smarter autodetection of colour terminals have been added (#1296)

  • Command line options taking a numeric argument are now validated more carefully, preventing issues with unexpected negatives or Int overflow. (Stephen Morgan)

  • In queries, you can now specify a quarter like 2020q1 or q4 (the q is case-insensitive). (#1247, Henning Thieleman, Stephen Morgan)

  • In report intervals, fortnightly has been added as a synonym for biweekly. (Stephen Morgan)

  • -t and -l command line flags have been added as short forms of –tree and –flat (#1286)

  • All reports displaying accounts now choose flat mode by default (Stephen Morgan)

  • Reports now show at most 2 commodities of multicommodity amounts, unless the –no-elide flag is used. This helps keep them readable by default, since multicolumn, multicommodity balance reports otherwise tend to become very wide, especially in tree mode.

  • Numbers with more than 255 decimal places, which we do not support, now give an error instead of silently misparsing. (#1326)

  • Digit groups are now limited to at most 255 digits each. (#1326)

  • Account aliases (on command line or in journal) containing a bad regular expression now give a more detailed error message.

  • A tab character could get parsed as part of a commodity symbol, with confusing results. This no longer happens. (#1301, Dmitry Astapov)

  • Debug output is now organised better by debug level. The levels are:

    1. normal command output only (no warnings)
    2. useful warnings & most common troubleshooting info (valuation, eg)
    3. common troubleshooting info, more detail
    4. report options selection
    5. report generation
    6. report generation, more detail
    7. input file reading
    8. input file reading, more detail
    9. command line parsing
    10. any other rarely needed or more in-depth info
  • Added a missing lower bound for aeson, making cabal installs more reliable. (#1268)

  • lib: parseAmountQueryTerm: allow whitespace around arg parts (#1312) Whitespace around the operator, sign, or number is now tolerated.

commands

  • account,bal,bs,cf,is: –drop now also works in tree mode (Stephen Morgan)

  • add: fix an error in the command line help (arguments are inputs, not a query)

  • aregister: a new command showing a transaction-oriented account register, like hledger-ui, hledger-web, or your bank statement. Each line represents a whole transaction in one account, unlike the register command which shows individual postings possibly from multiple accounts. You might prefer aregister when reconciling real-world asset/liability accounts, and register when reviewing detailed revenues/expenses. (#1294)

  • bal,bs,cf,is: boring parents are now elided by default in tabular balance reports too, like single-column reports. (Stephen Morgan)

  • bal,bs,cf,is: monthly column headings are no longer elided to just the short month name, if multiple years are being displayed.

  • bal –budget’s column headings are now end dates rather than periods when appropriate (ie with –cumulative or –historical).

  • bs,cf,is: -%/–no-total no longer forces –no-total (Stephen Morgan)

  • bs,cf,is: –no-total now hides subtotals as well as the grand total (Stephen Morgan)

  • codes: a new command for listing transaction codes

  • print: a new sql output format has been added (Dmitry Astapov)

  • roi: errors are now shown without a call stack

  • tags: add –parsed flag, hide empties without –empty. With the –parsed flag, all tags or values are shown in the order they are parsed from the input data, including duplicates. With -E/–empty, any blank/empty values will also be shown, otherwise they are omitted.

journal format

  • account directives can specify a new Cash account type. This is a subtype of Asset, denoting accounts which should be displayed in cashflow reports.

  • The built-in regular expressions for choosing default account types have been tweaked, and documentation for account types has been improved.

csv format

  • Inferring the appropriate default field separator based on file extension (, for .csv, ; for .ssv, \t for .tsv) now works as documented.

  • Conditional rule patterns can now be grouped with the & (AND) operator, allowing more powerful matching. (Michael Sanders)

  • Invalid csv rules files now give clearer parse error messages. (Dmitry Astapov)

  • “If tables”, a compact bulk format for conditional rules, have been added. (Dmitry Astapov)

  • csv conversion with a lot of conditional rules is now faster (Dmitry Astapov)

1.18.1 2020-06-21

  • journal: document recursive wildcards

  • by default, value reports work as in 1.17; to infer market prices from transactions, add the new –infer-value flag. (#1239, #1253)

  • organise debug output better

  • print: amounts in csv output now have commodity symbol, digit group separators and prices removed (Dmitry Astapov)

1.18 2020-06-07

General

  • The –forecast flag now takes an optional argument (–forecast=PERIODICEXPR), allowing periodic transactions to start/end on any date and to overlap recorded transactions. (#835, #1236) (Dmitry Astapov)

  • An upper case file extension no longer confuses file format detection. (#1225)

  • In the commands list, redundant source scripts are now hidden properly when a corresponding .com/.exe file exists. (#1225)

  • We now show .. instead of - to indicate date ranges, eg in report titles, to stand out more from hyphenated dates. (Stephen Morgan)

  • Period expressions (eg in -p, date:, and periodic rules) now accept to, until, -, or .. as synonyms. (Stephen Morgan)

  • When parsing amounts, whitespace between sign and number is now allowed.

  • A clearer error message is shown on encountering a malformed regular expression.

commands

  • commands allowing different output formats now list their supported formats accurately in –help (#689)

  • commands allowing JSON output now actually produce JSON (#689)

  • bal, bs: show .. (not ,,) in report titles, like other reports

journal format

  • We now also infer market prices from transactions, like Ledger. See https://hledger.org/hledger.html#market-prices (#1239).

    Upgrade note: this means value reports (-V, -X etc.) can give different output compared to hledger 1.17. If needed, you can prevent this by adding a P directive declaring the old price, on or after the date of the transaction causing the issue.

  • The include directive now accepts a file format prefix, like the -f/–file option. This works with glob patterns too, applying the prefix to each path. This can be useful when included files don’t have the standard file extension, eg:

    include timedot:2020*.md
    
  • We now accept (and ignore) Ledger-style lot dates ([DATE]) and four lot price forms ({PRICE}, {{PRICE}}, {=PRICE}, {{=PRICE}}), anywhere after the posting amount but before any balance assertion.

  • We now accept Ledger-style parenthesised “virtual posting costs” ((@), (@@)). In hledger these are equivalent to the unparenthesised form.

  • The unbalanced transaction error message is clearer, especially when postings all have the same sign, and is split into multiple lines for readability.

csv format

  • You can now generate up to 99 postings in a transaction. (Vladimir Sorokin)

  • You can now generate postings with an explicit 0 amount. (#1112)

  • For each posting, when both numbered and unnumbered amount assignments are active (eg: both amount and amount1), we ignore the unnumbered ones. This makes it easier to override old amount rules.

  • Fix a 1.17.1 regression involving amount-in/amount-out. (#1226)

  • Assigning too many non-zero or zero values to a posting amount now gives a clearer error. (#1226)

1.17.1.1 2020-03-19

  • update bounds after some belated hledger-* version bumps

1.17.1 2020-03-19

  • csv: amount1 no longer forces a second posting or second posting amount. The “special handling for pre 1.17 rules” should now be less noticeable. amount1/amount2 no longer force a second posting or explicit amounts on both postings. (Only amount/amount-in/amount-out do that.) Error messages and handling of corner cases may be more robust, also.

  • journal: a commodity directive without decimal mark now gives a more verbose error message with examples

  • journal: inclusive balance assignments now work (#1207)

  • require newer Decimal, math-functions libs to ensure consistent rounding behaviour, even when built with old GHCs/snapshots. hledger uses banker’s rounding (rounds to nearest even number, eg 0.5 displayed with zero decimal places is “0”).

1.17 2020-03-01

General

  • hledger’s default date format is now YYYY-MM-DD (ISO-8601 dates). (Brian Wignall, Jakob Schöttl, Simon Michael)

  • Drop the file format auto-detection feature.

    For a long time hledger has auto-detected the file format when it’s not known, eg when reading from a file with unusual extension (like .dat or .txt), or from standard input (-f-), or when using the include directive (which currently ignores file extensions). This was done by trying all readers until one succeeded. This worked well in practice. But recent changes to timedot format have made this kind of auto-detection unreliable. (timedot and journal formats overlap).

    For predictability and to minimise confusion, hledger will no longer guess; when there’s no file extension or reader prefix available, it always assumes journal format.

    To specify one of the other formats, you must use its standard file extension (.timeclock, .timedot, .csv, .ssv, .tsv), or a reader prefix (-f csv:foo.txt, -f timedot:-).

    Experimental, feedback welcome.

  • Fix extra $ symbol (Mateus Furquim)

  • –output-format now rejects invalid formats

  • Numbers in JSON output now provide a floating point Number representation as well as our native Decimal object representation, since the later can sometimes contain 255-digit integers. The floating point numbers can have up to 10 decimal digits (and an unbounded number of integer digits.) Experimental, suggestions needed. (#1195)

  • Fix finding latest date in queryEndDate Or queries and simplify date comparison code. (Stephen Morgan)

  • Fix issue 457. (Jacek Generowicz) Issue #457 pointed out that commands such as

    hledger ui 'amt:>200'
    

    failed. This was because the process of dispatching from hledger ui to hledger-ui (note addition of -) lost the quotes around amt:>20 and the > character was interpreted as a shell redirection operator, rather than as part of the argument.

    The machinery for quoting or escaping arguments which contain characters which require quoting or escaping (thus far whitespace and quotes) already existed. This solution simply adds shell stdio redirection characters to this set.

commands

  • add: you can use < to undo and redo previous inputs (Gaith Hallak)

  • bs, cf, is, bal, print, reg: support json output

  • bs, cf, is: fix excess subreport columns in csv output

  • bs, cf, is, bal: fix an issue with border intersections in –pretty-tables output. (Eric Mertens)

  • close: fix a rounding bug that could generate unbalanced transactions. (#1164)

  • close: hide cost prices by default, show them with –show-costs. close no longer preserves costs (transaction prices) unless you ask it to, since that can generate huge entries when there are many foreign currency/investment transactions. (#1165)

  • close: equity amounts are omitted by default, for simpler entries; -x/–explicit shows them (usually causing more postings). (#1165)

  • close: –interleaved generates equity postings alongside each closed account, making troubleshooting easier.

  • close: “equity:opening/closing balances” is now the default closing and opening account.

  • close: –close-desc/–open-desc customise the closing/opening transaction descriptions. (#1165)

  • close: some –open*/–close* flags have been simplified for memorability:

    –closing -> –close –opening -> –open –close-to -> –close-acct –open-from -> –open-acct

    The old flags are accepted as hidden aliases, and deprecated. (#1165)

  • print, register: a new valuation type, –value=then, shows the market value at each posting’s date.

  • print: -V/-X/–value now imply -x/–explicit, as -B/–cost does. This avoids a bug where print -V of a transaction with an implicit commodity conversion would convert only some of its postings to value.

journal format

  • The include directive no longer tries all readers. It now picks just one, based on the included file’s extension, defaulting to journal. (It doesn’t yet handle a reader prefix.)

  • The default commodity (D) directive now limits display precision too. (#1187) D directives are now fully equivalent to commodity directives for setting a commodity’s display style. (Previously it couldn’t limit the number of decimal places.) When both kinds of directive exist, commodity directives take precedence. When there are multiple D directives in the journal, only the last one affects display style.

csv format

  • Conditional blocks can now match single fields. \o/

  • The experimental –separator command line option has been dropped, replaced a new separator directive in CSV rule files. (Aleksandar Dimitrov) Also the .tsv and .ssv file extensions are now recognised, and set the default separator to TAB and semicolon respectively. (#1179)

  • Allow manual assignment of the “expenses:unknown” account name. (#1192)

  • CSV rule keywords are now case insensitive. (Aleksandar Dimitrov)

timeclock format

  • Misc. fixes making parsing more robust. (Jakob Schöttl)

timedot format

  • More support for org mode: org headlines can now be used for date lines and timelog items (the stars are ignored). Also, any org headlines before the first date line are ignored.

  • You can now write a description after a date, which will be used in all of that day’s transactions.

1.16.2 2020-01-14

  • add support for megaparsec 8 (#1175)

  • close: mention –close-to/–open-from in docs

1.16.1 2019-12-03

  • Drop unnecessary mtl-compat dependency

  • Fix building with GHC 8.0, 8.2

1.16 2019-12-01

General

  • add support for GHC 8.8, base-compat 0.11 (#1090)

  • drop support for GHC 7.10

  • The benchmark suite has been disabled.

  • The –anon flag now also anonymises transaction codes and account names declared with account directives. (Mykola Orliuk) (#901)

commands

  • balance/bs/cf/is: balance commands now support the -%/–percent flag to show amounts as percentages of the column’s total. (Michael Kainer)

    If there are multiple commodities involved in a report hledger bails with an error message. This can be avoided by using -B/–cost. Also note that if one uses -% with the balance command the chances are high that all numbers are 0. This is due to the fact that by default balance sums up to zero. If one wants to use -% in a meaningful way with balance one has to add a query.

    In order to keep the implementation as simple as possible –tree has no influence over how the percentages are calculated, i.e., the percentages always represent the fraction of the columns total. If one wants to know the percentages relative to a parent account, one has to use a query to narrow down the accounts.

  • balance: –budget no longer errors when there is neither budget nor transactions in the report period (Dmitry Astapov)

  • balance: –budget has improved debug output (shows budget txns) (Dmitry Astapov)

  • check-dates: now sets the exit status code (Amitai Burstein)

  • close: no longer strips zeroes after the decimal mark, and preserves parseable output (#1137)

  • close: the –close-to, –open-from options allow closing/opening account names to be chosen

  • import: create the journal if missing, like the add command Streamlines import/migration instructions.

  • import: –catchup marks all transactions imported, without importing

  • import: more informative output: mention the input files, also show a message when nothing was imported

  • prices: show price amounts with proper display style; always show full precision

  • roi: don’t give an error with empty input data (Dmitry Astapov)

  • tests: unit tests are now run by tasty, and show coloured output by default (#1090). Test running options have changed, see the command help. Some unit tests have been collapsed, so the reported test count has dropped a little.

journal format

  • Fixed: wrong dates generated by certain periodic transaction rules, eg “~ every 12 months from 2019/04”. (Dmitry Astapov) (#1085)

csv format

CSV conversion is now more powerful (#1095, Dmitry Astapov, Simon Michael):

  • A variable number of postings can be generated, from zero to nine. (#627, #1095)

  • In conditional blocks, skip can be used to skip one or more records after a pattern match, or the new end rule can be used to skip all remaining records. (#1076)

  • The new balance-type CSV rule controls which kind of balance assertions are generated (=, ==, =, ==)

  • Postings with balance assignments can be generated. (#1000)

  • Both the amount-in/amount-out fields having a non-empty value is now accepted, as long as one of them is zero. (#570)

  • Line feeds/carriage returns in (quoted) CSV values are now converted to spaces during conversion. (#416, #841)

  • Field assignments can now unset a field (eg a posting can be suppressed by assigning no value to its account).

  • CSV records with varying lengths are now allowed; short records will be padded with empty fields as needed. This allows us to handle eg exported Google spreadsheets, where trailing empty fields are omitted.

  • Journals generated from CSV are now finalised and checked like ordinary journals (#1000). So invalid transactions generated from CSV will be rejected, amount styles will be standardised etc.

  • Fixed: we no longer add an extra (third) space between description and comment.

  • Fixed: whitespace on the line after an if block no longer causes misparsing. (#1120)

  • Fixed: an empty field assignment no longer consumes the next line. (#1001)

  • Fixed: interpolation of field names containing punctuation now works.

  • Docs have been rewritten and clarified.

Migration notes:

  • When printing from CSV, there is now one less space between transaction descriptions and comments, which may generate noisy diffs if you are comparing old and new reports. diff -w (–ignore-all-space) will filter these out.

  • CSV rules now give you more freedom to generate any journal entries you want, including malformed or unbalanced ones. The csv reader now checks the journal after conversion, so it will report any problems with the generated entries.

  • Balance assertions generated from CSV are not checked, currently. This is appropriate when you are downloading partial CSV data to be merged into your main journal. If you do need to check balance assertions right away, you can pipe through hledger again:

    $ hledger -f a.csv print | hledger -f- print
    

1.15.2 2019-09-05

  • -V and -X now respect a report end date (set with -e or -p or date:) when choosing the valuation date (which determines the market prices used). This is how -V works in hledger 1.14 and Ledger, and it means that -V isn’t exactly equivalent to either –value=end or –value=now. Possibly some other corner cases in valuation have been fixed as well. “Effect of –value on reports” in the hledger manual has been updated and is more accurate.

1.15.1 2019-09-02

  • add commodities, descriptions, diff, notes, payees commands to manual

1.15 2019-09-01

General

  • There is a new valuation option --value=TYPE[,COMM], with backwards-compatible -B/--cost, -V/--market, -X/--exchange=COMM variants. These provide control over valuation date (#329), and inference of indirect market prices (similar to Ledger’s -X) (#131). Experimental.

  • Market valuation (-V/-X/–value) is now much faster (#999):

    +-------------------------------------------++--------------+--------------+
    |                                           || hledger-1.14 | hledger-1.15 |
    +===========================================++==============+==============+
    | -f examples/10000x1000x10.journal bal -Y  ||         2.43 |         2.44 |
    | -f examples/10000x1000x10.journal bal -YV ||        44.91 |         6.48 |
    | -f examples/10000x1000x10.journal reg -Y  ||         4.60 |         4.15 |
    | -f examples/10000x1000x10.journal reg -YV ||        61.09 |         7.21 |
    +-------------------------------------------++--------------+--------------+
    
  • How date options like -M and -p interact has been updated and clarified. (Jakob Schöttl) (#1008, #1009, #1011)

  • Restore --aux-date and --effective as --date2 aliases (#1034). These Ledger-ish spellings were dropped over the years, to improve --help‘s layout. Now we support them again, as semi-hidden flags (--help doesn’t list them, but they are mentioned in --date2’s help).

commands

  • add, web: on Windows, trying to add transactions to a file path containing trailing periods (eg hledger add -f Documents.\.hledger.journal) now gives an error, since this could cause data loss otherwise (#1056). This affects the add command and hledger-web’s add form.

  • bal: –budget: don’t always convert to cost.

  • bal: –budget: don’t show a percentage when budgeted and actual amounts are in different commodities.

  • bal/bs/bse: -H/--historical or --cumulative now disables -T/--row-total (#329). Multiperiod balance reports which show end balances (eg, bal -MH or bs -M) no longer show a Totals column, since summing end balances generally doesn’t make sense.

  • bs: show end date(s) in title, not transactions date span (#1078) Compound balance reports showing ending balances (eg balancesheet), now show the ending date (single column) or range of ending dates (multi column) in their title. ,, (double comma) is used rather than - (hyphen) to suggest a sequence of discrete dates rather than a continuous span.

  • close: preserve transaction prices (costs) accurately (#1035). The generated closing/opening transactions were collapsing/misreporting the costs in balances involving multiple costs. Now, each separately-priced amount gets its own posting. (And only the last of these (for each commodity) gets a balance assertion.) Also the equity posting’s amount is now always shown explicitly, which in multicommodity situations means that multiple equity postings are shown. The upshot is that a balance -B report will be unchanged after the closing & opening transactions generated by the close command.

  • descriptions, payees, notes commands added (Caleb Maclennan)

  • diff: Gabriel Ebner’s hledger-diff is now a built in command, and https://github.com/gebner/hledger-diff is deprecated.

  • help: don’t require a journal file

  • print: now also canonicalises the display style of balance assertion amounts (#1042)

  • reg: show negative amounts in red, like balance and Ledger

  • reg: fix --average, broken since 1.12 (#1003)

  • stats: show count of market prices (P directives), and the commodities covered

  • tags: add –values flag to list tag values.

  • tags: now runs much faster when there many tags

journal format

  • Transactions and postings generated/modified by periodic transaction rules and/or transaction modifier rules are now marked with tags (generated-transaction, generated-posting, modified) for easier troubleshooting and filtering.

csv format

  • When interpolating CSV values, outer whitespace is now stripped. This removes a potential snag in amount field assignments (#1051), and hopefully is harmless and acceptable otherwise.

  • We no longer add inter-field spaces in CSV error messages. Some CSV errors would show the problem record, eg:

    2000-01-01,a,"1"
    

    with extra spaces added, eg:

    the CSV record is: "2000-01-01", "a", "1"
    

    which was inaccurate and not valid RFC-4180 CSV format.

  • CSV parse errors are human-readable again (broken since 1.11) (#1038)

  • CSV rules now allow the amount to be unassigned, if there is an assignment to “balance” (generating a balance assignment in this case). (#1000)

1.14.2 2019-03-20

  • require easytest <0.3 to fix build issue

  • fix some CSV parse errors which weren’t in human readable format

1.14.1 2019-03-01

  • fix missing Commodities.txt build error

1.14 2019-03-01

  • journal: subaccount-including balance assertions have been added, with syntax =* and ==* (experimental) (#290)

  • new commodities command lists commodity symbols

  • new –invert option flips sign of amounts in reports

1.13.2 (2019/02/04)

  • print, register: restore the accidentally dropped -o, -O flags (#967)

1.13.1 (2019/02/02)

  • stop depending on here to avoid haskell-src-meta/stackage blockage.

1.13 (2019/02/01)

  • cli: reorganised commands list. Addons now have a + prefix.

  • cli: the command line help and manual section for all hledger’s commands are now consistent, and generated from the same source.

  • cli: comprehensive bash completion support is now provided (in shell-completion/). See how-to in the Cookbook. (Jakob Schöttl)

  • balance –budget: budget amounts now aggregate hierarchically, like account balances. Unbudgeted accounts can be shown with -E/–empty (along with zero-balance accounts), and the –show-budgeted flag has been dropped. (Dmitry Astapov)

  • balance: new –transpose flag switches the rows and columns of tabular balance reports (in txt and csv output formats). (Dmitry Astapov)

  • close: generated balance assertions now have exact amounts with all decimal digits, ignoring display precision. Also, balance assertion amounts will no longer contain prices. (#941, #824, #958)

  • files: now shows up in the commands list

  • import: be silent when there’s nothing to import

  • roi: percentages smaller than 0.01% are displayed as zero (Dmitry Astapov)

  • stats, ui: correct file order is preserved when using –auto (#949)

  • journal: account directive: the account name can now be followed by a comment on the same line

  • journal: account directive: account types for the bs/bse/cf/is commands can now be set with a type: tag, whose value is Asset, Liability, Equity, Revenue, Expense, A, L, E, R or X (case-insensitive). The previous syntax (account assets A) is now deprecated.

  • journal: account directive: account sort codes like account 1000 (introduced in 1.9, deprecated in 1.11) are no longer supported.

  • journal: transaction modifiers (auto postings) can affect periodic transactions (–auto can add postings to transactions generated with –forecast). (Dmitry Astapov)

  • journal: balance assertion errors now show exact amounts with all decimal digits. Previously it was possible, in case of a commodity directive limiting the display precision, to have a balance assertion error with asserted and actual amounts looking the same. (#941)

  • journal: fixed a periodic transaction parsing failure (#942) (Dmitry Astapov)

1.12.1 (2018/12/03)

  • roi: use math-functions lib instead of statistics, be more stackage nightly compatible

1.12 (2018/12/02)

  • install script: ensure a new-enough version of stack; more informative output

  • build with GHC 8.6/base-4.12 (Peter Simons)

  • add required upper bound for statistics (Samuel May)

  • –anon anonymises more thoroughly (including linked original postings) (Moritz Kiefer)

  • unbalanced transaction errors now include location info (Mykola Orliuk)

  • accounts command: –drop also affects the default flat output, without needing an explicit –flat flag

  • accounts command: the –codes flag has been dropped

  • accounts command: filtering by non-account-name queries now works

  • add command: fix transaction rendering regression during data entry and in journal file

  • balance command: fix wrongful eliding of zero-balance parent accounts in tree mode (Dmitry Astapov)

  • journal format, bs/bse/cf/is commands: account directives can declare account types (#877) Previously you had to use one of the standard english account names (assets, liabilities..) for top-level accounts, if you wanted them to appear in the right place in the balancesheet, balancesheetequity, cashflow or incomestatement reports.

    Now you can use your preferred account names, and use account directives to declare which accounting class (Asset, Liability, Equity, Revenue or eXpense) an account (and its subaccounts) belongs to, by writing one of the letters A, L, E, R, X after the account name, after two or more spaces. This syntax may change (see issue). Experimental.

    Currently we allow unlimited account type declarations anywhere in the account tree. So you could declare a liability account somewhere under assets, and maybe a revenue account under that, and another asset account even further down. In such cases you start to see oddities like accounts appearing in multiple places in a tree-mode report. I have left it this way for now in case it helps with, eg, modelling contra accounts, or combining multiple files each with their own account type declarations. (In that scenario, if we only allowed type declarations on top-level accounts, or only allowed a single account of each type, complications seem likely.)

  • journal format: periodic transaction rules now require a double space separator. In periodic transaction rules which specify a transaction description or same-line transaction comment, this must be separated from the period expression by two or more spaces, to prevent ambiguous parsing. Eg this will parse correctly as “monthly” thanks to the double space:

    ~ monthly  In 2020 we'll end this monthly transaction.
    
  • journal format: exact/complete balance assertions (Samuel May). A stronger kind of balance assertion, written with a double equals sign, asserts an account’s complete account balance, not just the balance in one commodity. (But only if it is a single-commodity balance, for now.) Eg:

    1/1
      (a)  A 1
      (a)  B 1
      (a)  0   =  A 1   ; commodity A balance assertion, succeeds
      (a)  0   == A 1   ; complete balance assertion, fails
    
  • journal format: account directives now allow whitespace or a comment after the account name

  • journal format: using ~ for home directory in include directives now works (#896) (Mykola Orliuk)

  • journal format: prevent misleading parse error messages with cyclic include directives (#853) (Alex Chen)

  • journal format: transaction modifier multipliers handle total-priced amounts correctly (#928). Multipliers (*N) in transaction modifier rules did not multiply total-priced amounts properly. Now the total prices are also multiplied, keeping the transaction balanced.

  • journal format: do amount inference/balance assignments/assertions before transaction modifiers (#893, #908) (Jesse Rosenthal) Previously, transaction modifier (auto postings) rules were applied before missing amounts were inferred. This meant amount multipliers could generate too many missing-amount postings, making the transaction unbalanceable (#893).

    Now, missing amount inference (and balance assignments, and balance assertions, which are interdependent) are done earlier, before transaction modifier rules are applied (#900, #903).

    Also, we now disallow the combination of balance assignments and transaction modifier rules which both affect the same account, which could otherwise cause confusing balance assertion failures (#912). (Because assignments now generate amounts to satisfy balance assertions before transaction modifier rules are applied (#908).)

  • journal format: periodic transaction rules are now aware of Y default year directives. (#892) Ie when a default year Y is in effect, they resolve partial or relative dates using Y/1/1 as the reference date, rather than today’s date.

1.11.1 (2018/10/06)

  • fix wrong transaction rendering in balance assertion errors and when using the add command

1.11 (2018/9/30)

  • The default display order of accounts is now influenced by the order of account directives. Accounts declared by account directives are displayed first (top-most), in declaration order, followed by undeclared accounts in alphabetical order. Numeric account codes are no longer used, and are ignored and considered deprecated.

    So if your accounts are displaying in a weird order after upgrading, and you want them alphabetical like before, just sort your account directives alphabetically.

  • Account sorting (by name, by declaration, by amount) is now more robust and supported consistently by all commands (accounts, balance, bs..) in all modes (tree & flat, tabular & non-tabular).

  • close: new –opening/–closing flags to print only the opening or closing transaction

  • files: a new command to list included files

  • prices: query arguments are now supported. Prices can be filtered by date, and postings providing transaction prices can also be filtered.

  • rewrite: help clarifies relation to print –auto (#745)

  • roi: a new command to compute return on investment, based on hledger-irr

  • test: has more verbose output, more informative failure messages, and no longer tries to read the journal

  • csv: We use a more robust CSV lib (cassava) and now support non-comma separators, eg –separator ‘;’ (experimental, this flag will probably become a CSV rule) (#829)

  • csv: interpolated field names in values are now properly case insensitive, so this works:

    fields  ...,Transaction_Date,...
    date %Transaction_Date
    
  • journal: D (default commodity) directives no longer break multiplier amounts in transaction modifiers (AKA automated postings) (#860)

  • journal: “Automated Postings” have been renamed to “Transaction Modifiers”.

  • journal: transaction comments in transaction modifier rules are now parsed correctly. (#745)

  • journal: when include files form a cycle, we give an error instead of hanging.

  • upper-case day/month names in period expressions no longer give an error (#847, #852)

1.10 (2018/6/30)

  • journal: many parse error messages have become more informative, and some now show the source line and error location.

  • journal: ;tag: is no longer parsed as a tag named “;tag” (#655)

  • journal: transaction price amounts having their own price amounts is now a parse error

  • journal: amounts with space as digit group separator and trailing whitespace now parse correctly (#780)

  • journal: in amounts containing digits and a single space, the space is now interpreted as a digit group separator, not a decimal separator (#749)

  • journal: in commodity/format/D directives, the amount must now include a decimal separator.

    When more precise control is needed over number parsing, our recommended solution is commodity directives. Commodity directives that don’t specify the decimal separator leave things ambiguous, increasing the chance of misparsing numbers. In some cases it could cause amounts with a decimal point to be parsed as if with a digit group separator, so 1.234 became 1234.

    It seems the simple and really only way to do this reliably is to require an explicit decimal point character. Most folks probably do this already. Unfortunately, it makes another potential incompatibility with ledger and beancount journals. But the error message will be clear and easy to work around.

  • journal: directives currently have diverse and somewhat tricky semantics, especially with multiple files. The manual now describes their behaviour precisely.

  • journal: alias and apply account directives now affect account directives (#825)

  • journal: periodic transactions can now have all the usual transaction fields (status mark, code, description, comment), for generating more expressive forecast transactions.

  • journal: forecast transactions now have the generating period expression attached as a tag named “recur”.

  • journal: periodic transactions now start on the first instance of the recurring date, rather than the day after the last regular transaction (#750)

  • journal: periodic transaction rules now allow period expressions relative to today’s date

  • csv: amount-in/amount-out errors are more detailed

  • balance: –drop is now ignored when not in flat mode, rather than producing a corrupted report (#754)

  • budget: –drop now preserves the top-level account in –budget reports

  • register: in CSV output, the code field is now included (#746)

  • smart dates now allow the YYYYMM format, and are better documented

  • use hledger-lib 1.10

1.9.1 (2018/4/30)

  • use hledger-lib 1.9.1

  • budget (balance –budget): monthly columns are displayed in the proper order. This fixes a regression in 1.9.

  • budget: budgets can be built from periodic transactions with different intervals again. In 1.9, budgets were restricted to a single interval, but this was a mistake. This restores the 1.5 behaviour.

  • budget: budget reports are more intuitive and much less likely to produce no output.

  • budget: when no report interval is specified, a budget report for the whole journal period is shown.

  • budget: periodic transactions and the requested report period can each have their own start/end dates, and the resulting report will span the union of those periods, showing zeroes where data is missing.

  • budget: total row and total/average columns are now calculated correctly

  • budget: actual, percentage, and goal amounts are now aligned in columns for better readability (usually, unless numbers get huge).

  • budget: combining –budget and –sort-amount is not yet supported and now gives an error.

  • csv: handle “-%amount” in a rule when the CSV amount is parenthesised (#736)

  • journal: automated postings are now generated early, before journal finalisation, so they are present for amount inference, transaction balancing, and balance assertions (#729)

  • journal: automated postings are now inserted right after the posting that triggered them (#729)

  • cli: command-line account aliases are now applied early, before journal finalisation, so they are equivalent to alias directives in the journal (#730)

  • journal: inferred amounts now have the appropriate standard amount style applied (setting the precision correctly, eg). (#737)

  • journal: when checking for balanced transactions, amount styles declared with commodity directives are also used (previously only inferred amount styles were).

1.9 (2018/3/31)

  • support ghc 8.4, latest deps

  • journal: account directives can define a numeric account code to customize sorting. bal/bs/cf/is will sort accounts by account code, if any, then account name.

  • journal: support scientific number notation (#704, #706)

  • csv: reading a CSV file containing no records is no longer an error

  • cli: when the system text encoding is UTF-8, ignore any UTF-8 BOM prefix found when reading files. (Paypal’s new CSV has this BOM prefix, causing a confusing parse error.)

  • cli: tabular reports no longer have a trailing blank line added. (This allows omitting the “>=0” delimiters in our functional tests, making them easier to read and maintain.)

  • acc: the accounts command now has –declared and –used flags

  • bal: the –invert flag flips all signs

  • bal: –drop now works with CSV output

  • bal/bs/bse/cf/is: show overall report span in title

  • bal/bs/bse/cf/is: show short month names as headings in monthly reports

  • bal/bs/bse/cf/is: these commands can now generate HTML output

  • bal/bs/is/cf: drop short name and indent fields from multicolumn CSV

  • bs/bse/cf/is: these, the “financial statement” commands, now show normal income, liability and equity balances as positive numbers. Negative numbers now indicate a contra-balance (eg an overdrawn checking account), a net loss, or a negative net worth. This makes these reports more like conventional financial statements, and easier to read and share with others. (Other commands, like balance, have not changed.) (experimental)

  • bs/cf/is: always show a tabular report, even with no report interval. Previously you would get a simple borderless report like the original balance command. Less code, fewer bugs.

  • bs/bse/cf/is: in CSV output, don’t repeat the headings row for each subreport

  • budget: warn that CSV output with bal –budget is unimplemented

  • budget: bal –budget shows budget goals even with no or zero actual amounts. Makes budget reports more intuitive, at the cost of a temporary hack which may misorder columns in some cases (if actual and budget activity occur in a different range of columns).

  • budget: –budget uses only periodic txns with the selected interval.
    Budgets with different interval, eg a daily and weekly budget, are independent.

  • budget: show mostly fixed-width columns for readability

  • budget: fix bug where a budget report could include budget goals ending on the day before the report start date (splitSpan issue)

  • close: the equity command has been renamed to close. It now ignores any begin date (it always closes historical end balances). It also ignores –date2.

1.5 (2017/12/31)

  • –auto adds Ledger-style automated postings to transactions (Dmitry Astapov, Mykola Orliuk)

  • –forecast generates Ledger-style periodic transactions in the future (Dmitry Astapov, Mykola Orliuk)

  • -V/–value uses today’s market prices by default, not those of last transaction date. #683, #648

  • add: suggest implied (parent) and declared (by account directives) account names also

  • bal: –budget shows performance compared to budget goals defined with periodic transactions. Accounts with budget goals are displayed folded (depth-clipped) at a depth matching the budget specification. Unbudgeted accounts are hidden, or with –show-unbudgeted, shown at their usual depth. (Dmitry Astapov)

  • import: the output of –dry-run is now valid journal format

  • print: -B shows converted amounts again, as in 1.1, even without -x. #551 (Mykola Orliuk, Simon Michael)

  • tag: the first argument now filters tag names, additional arguments filter transactions (#261)

  • remove upper bounds on all but hledger* and base (experimental)

1.4 (2017/9/30)

  • cli: a @FILE argument reads flags & args from FILE, one per line

  • cli: reorganized commands list, added some new command aliases:

    • accounts: a
    • balance: b
    • print: p, txns
    • register: r
  • cli: accept -NUM as a shortcut for –depth=NUM (eg: -2)

  • cli: improve command-line help for –date2 (#604)

  • cli: make –help and -h the same, drop –man and –info for now (#579)

  • help: offers multiple formats, accepts topic substrings. The separate info/man commands have been dropped. help now chooses an appropriate documentation format as follows:

    • it uses info if available,
    • otherwise man if available,
    • otherwise $PAGER if defined,
    • otherwise less if available,
    • otherwise it prints on stdout
    • (and it always prints on stdout when piped).

    You can override this with the --info/--man/--pager/--cat flags. (#579)

  • bal/bs/cf/is: –sort-amount/-S sorts by largest amount instead of account name

  • bs/cf/is: support –output-file and –output-format=txt|csv The CSV output should be reasonably ok for dragging into a spreadsheet and reformatting.

  • bal/bs/cf/is: consistent double space between columns, consistent single final blank line. Previously, amounts wider than the column headings would be separated by only a single space.

  • bs/is: don’t let an empty subreport disable the grand totals (fixes #588)

  • cf: exclude asset accounts with “:fixed” in their name (Christian G. Warden, Simon Michael, #584)

  • new balancesheetequity command: like balancesheet but also shows equity accounts (Nicholas Niro)

  • new import command: adds new transactions seen in one or more input files to the main journal file

  • print: –new shows only transactions added since last time (saves state in .latest.JOURNALFILE file)

  • new tags command: lists tags in matched transactions

  • most addons formerly shipped in bin/ are now builtin commands. These include: check-dates, check-dupes, equity, prices, print-unique, register-match, rewrite.

  • refactor: new Commands module and subdirectory. Builtin commands are now gathered more tightly in a single module, Hledger.Cli.Commands, facilitating change. The legacy “convert” command has been dropped.

  • refactor: BalanceView -> CompoundBalanceCommand

  • deps: drop support for directory < 1.2

  • deps: allow ansi-terminal 0.7

  • deps: drop oldtime flag, require time 1.5+

  • deps: simplify shakespeare bounds

  • deps: remove ghc < 7.6 support

1.3.1 (2017/8/25)

  • bs/is: don’t let an empty subreport disable the grand totals (#588)

  • allow megaparsec 6 (#594)

  • allow megaparsec-6.1 (Hans-Peter Deifel)

  • restore upper bounds on hledger packages

1.3 (2017/6/30)

The “uncleared” transaction/posting status, and associated UI flags and keys, have been renamed to “unmarked” to remove ambiguity and confusion. This means that we have dropped the --uncleared flag, and our -U flag now matches only unmarked things and not pending ones. See the issue and linked mail list discussion for more background. (#564)

Also the -P short flag has been added for –pending, and the -U/-P/-C flags can be combined.

bs/is: fix “Ratio has zero denominator” error (#535)

bs/is/cf: fix –flat (#552) (Justin Le, Simon Michael)

bal/bs/is/cf: show negative amounts in red (Simon Michael, Justin Le). These commands now shows negative amounts in red, when hledger detects that ANSI codes are supported, (ie when TERM is not “dumb” and stdout is not being redirected or piped).

print: show pending mark on postings (fixes #563). A pending mark on postings is now displayed, just like a cleared mark. Also there will now be a space between the mark and account name.

print: amounts are now better aligned, eg when there are posting status marks or virtual postings

1.2 (2017/3/31)

CLI

“hledger” and “hledger -h” now print a better organised commands list and general usage message respectively (#297).

The common reporting flags can now be used anywhere on the command line.

Fixed deduplication of addons in commands list.

Fixed ugly stack traces in command line parse error messages.

The -V/–value flag is now a global report flag, so it works with balance, print, register, balancesheet, incomestatement, cashflow, etc. (Justin Le)

The --pivot global reporting option replaces all account names with the value of some other field or tag. It has been improved, eg:

  • we don’t add the field/tag name name as a prefix
  • when pivoting on a tag, if the tag is missing we show a blank (rather than showing mixed tag values and account names)
  • a pipe character delimiter may be used in descriptions to get a more accurate and useful payee report (hledger balance --pivot payee)

options cleanups

Addons

Easier installation: move add-ons and example scripts to bin/, convert to stack scripts, add a build script to install all deps, add some functional tests, test add-ons with Travis CI, add installation docs to download page.

Improved docs: all addons now contain their own documentation. Most of them (all but hledger-budget) use a new reduced-boilerplate declaration format and can show short (-h) and long (–help) command line help. (Long help is declared with pre and postambles to the generated options help, short help is that truncated at the start of the hledger common flags.)

hledger now shows a cleaner list of addon commands, showing only the compiled version of an addon when both source and compiled versions are in $PATH. (Addons with .exe extension or no extension are considered compiled. Modification time is not checked, ie, an old compiled addon will override a newer source version. If there are three or more versions of an addon, all are shown. )

New addons added/included:

  • autosync - example symlink to ledger-autosync
  • budget - experimental budget reporting command supporting Ledger-like periodic transactions and automated transactions (Mykola Orliuk)
  • chart - pie-chart-generating prototype, a repackaging of the old hledger-chart tool
  • check - more powerful balance assertions (Michael Walker)
  • check-dupes - find accounts sharing the same leaf name (Stefano Rodighiero)
  • prices - show all market price records (Mykola Orliuk)
  • register-match - a helper for ledger-autosync’s deduplication, finds best match for a transaction description

The equity command now always generates a valid journal transaction, handles prices better, and adds balance assertions (Mykola Orliuk).

The rewrite command is more robust and powerful (Mykola Orliuk):

  • in addition to command-line rewrite options, it understands rewrite rules defined in the journal, similar to Ledger’s automated transactions (#99). Eg:

    = ^income
        (liabilities:tax)  *.33
    
    = expenses:gifts
        budget:gifts  *-1
        assets:budget  *1
    
  • it can generate diff output, allowing easier review of the proposed changes, and safe modification of original journal files (preserving file-level comments and directives). Eg:

    hledger-rewrite --diff Agency --add-posting 'Expenses:Taxes  *0.17' | patch
    
  • rewrites can affect multiple postings in a transaction, not just one.

  • posting-specific dates are handled better

balance

A new –pretty-tables option uses unicode characters for rendering table borders in multicolumn reports (#522) (Moritz Kiefer)

balancesheet/cashflow/incomestatement

These commands are now more powerful, able to show multicolumn reports and generally having the same features as the balance command. (Justin Le)

balancesheet has always ignored a begin date specified with a -b or -p option; now it also ignores a begin date specified with a date: query. (Related discussion at #531)

print

The output of print is now always a valid journal (fixes #465) (Mykola Orliuk).

print now tries to preserves the format of implicit/explicit balancing amounts and prices, by default. To print with all amounts explicit, use the new --explicit/-x flag (fixes #442). (Mykola Orliuk)

Don’t lose the commodity of zero amounts/zero balance assertions (fixes #475) (Mykola Orliuk)

Misc

Fix a regression in the readability of option parsing errors (#478) (Hans-Peter Deifel)

Fix an example in Cli/Main.hs (Steven R. Baker)

Allow megaparsec 5.2 (#503)

1.1 (2016/12/31)

balance

  • with -V, don’t ignore market prices in the future (#453, #403)

  • with -V and multiple same-date market prices, use the last parsed not the highest price (#403)

misc

  • fix non-existent “oldtime” dependency (#431)

  • extra/hledger-equity.hs now generates valid journal format when there are multiple commodities

1.0.1 (2016/10/27)

  • allow megaparsec 5.0 or 5.1

  • fix benchmark build failure (#423)

1.0 (2016/10/26)

add

  • suggest only one commodity at a time as default amount (#383)

    (since we currently can’t input more than one at a time)

balance

  • added –change flag for consistency

  • -H/–historical now also affects single-column balance reports with a start date (#392).

    This has the same effect as just omitting the start date, but adds consistency.

  • in CSV output, render amounts in one-line format (#336)

balancesheet

  • fix an infinite loop (#393)

print

  • in CSV output, fix and rename the transaction id field

register

  • fix a sorting regression with –date2 (#326)

  • –average/-A is now affected by –historical/-H

  • added –cumulative flag for consistency

  • in CSV output, include the transaction id and rename the total field (#391)

stats

  • fixed an issue with ordering of include files

misc

  • –pivot option added, groups postings by tag instead of account (#323) (Malte Brandy)

  • –anon option added, obfuscates account names and descriptions (#265) (Brian Scott)

    (Only affects the hledger tool, for now.)

  • try to clarify balance/register’s various report modes,

    kinds of “balance” displayed, and related options and language.

  • with multiple –change/–cumulative/–historical flags, use the last one instead of complaining

  • don’t add the “d” suffix when displaying day periods

  • stack-ify extra/hledger-rewrite.hs

misc

  • added GHC 8 support, dropped GHC 7.6 and 7.8 support.

    GHC 7.8 support could be restored with small code changes and a maintainer.

  • a cabal.project file has been added (Moritz Kiefer)

  • use hpack for maintaining cabal files (#371).

    Instead of editing cabal files directly, we now edit the less verbose and less redundant package.yaml files and let stack (or hpack) update the cabal files. We commit both the .yaml and .cabal files.

  • clean up some old cabal flags

  • tools/simplebench has been spun off as the quickbench package.

  • add Appveyor CI builds, provide up-to-date binaries for Windows

  • extra: add a bunch of CSV rules examples

docs

  • the website is simpler, clearer, and more mobile-friendly.

    Docs are now collected on a single page and organised by type: getting started, reference, more.

  • reference docs have been split into one manual for each executable and file format.

    This helps with maintenance and packaging and also should make it easier to see what’s available and to read just what you need.

  • manuals are now provided in html, plain text, man and info formats

    generated from the same source by a new Shake-based docs build system. (#292)

  • versioned manuals are provided on the website, covering recent releases and the latest dev version (#385, #387)

  • manuals are built in to the hledger executables, allowing easy offline reading on all platforms.

    PROG -h              shows PROG's command-line usage
    PROG --help          shows PROG's manual (fixed width)
    PROG --man           shows PROG's manual with man (formatted/paged)
    PROG --info          shows PROG's manual with info (hypertext)
    hledger help [TOPIC] shows any manual
    hledger man  [TOPIC] shows any manual with man
    hledger info [TOPIC] shows any manual with info
    
  • the general and reporting options are now listed in all executable manuals.

    We assume any of them which are unsupported are harmlessly ignored.

  • demo.hledger.org is using beancount’s example journal.

    This is the somewhat realistic example journal from the beancount project, tweaked for hledger.

  • minor copyedits (jungle-boogie)

cli

  • parsing multiple input files is now robust.

    When multiple -f options are provided, we now parse each file individually rather than just concatenating them, so they can have different formats (#320). Note this also means that directives (like `Y` or `alias`) no longer carry over from one file to the next.

  • -I has been added as the short flag for –ignore-assertions

    (this is different from Ledger’s CLI, but useful for hledger-ui).

  • parsing an argument-less –debug option is more robust

0.27 (2015/10/30)

Account aliases:

  • Regular expression account aliases are now fast enough that you can use lots of them without slowing things down. They now take O(aliases x accounts) time, instead of O(aliases x transactions); also, regular expressions are no longer recompiled unnecessarily.

Documentation:

  • Each hledger package now includes one or more man pages, generated from markdown by the mighty pandoc. Currently there are six: one for each main executable and each input file format. Currently these somewhat duplicate the manual on the website; this will be resolved somehow. (#282).

  • The site is now built with hakyll-std, a generic hakyll script.

  • hledger once again has a HCAR entry.

Tools:

  • The hledger cabal files are now generated from package.yaml files by hpack, in principle, removing a lot of error-prone duplication and boilerplate. (In practice, both files are being updated manually for the moment, until hpack supports flags and conditional blocks.)

  • Time/allocation and heap profiling is working again, and easier:

    • make quickprof-CMD generates a profile for CMD, which runs against one of the sample journals. (CMD must be one word, enclosing in double quotes isn’t working here for some reason).

    • make quickheap-CMD generates a heap profile for CMD, in hledgerprof.ps, and tries to open it in a viewer (currently the mac-friendly “open” executable, so you may need to adjust this in the makefile). As with quickprof, CMD must be one word and runs against one of the sample journals.

    • make hledgerprof builds the hledgerprof executable used for time/allocation profiling. make hledgercov builds the hledgercov executable used for coverage reports.

  • Travis CI now tests the build on each github push and announces status changes by email and on #hledger.

Journal format:

  • Dates must now begin with a digit (not /, eg).

  • The comment directive longer requires an end comment, and will extend to the end of the file(s) without it.

Command-line interface:

  • Output (balance reports, register reports, print output etc.) containing wide characters, eg chinese/japanese/korean characters, should now align correctly, when viewed in apps and fonts that show wide characters as double width (#242).

  • The argument for –depth or depth: must now be positive.

add:

  • Journal entries are now written with all amounts explicit, to avoid losing price info (#283).

  • Fixed a bug which sometimes (when the same letter pair was repeated) caused it not to pick the most similar past transaction for defaults.

balance:

  • There is now a -V/–value flag to report current market value (as in Ledger). It converts all reported amounts using their “default market price”. “Market price” is the new name for “historical prices”, defined with the P directive. The default market price for a commodity is the most recent one found in the journal on or before the report end date.

    Unlike Ledger, hledger’s -V uses only the market prices recorded with P directives; it does not use the “transaction prices” recorded as part of posting amounts (which are used by -B/–cost). Also, using both -B and -V at the same time is supported.

  • Fixed a bug in amount normalization which caused amount styles (commodity symbol placement, decimal point character, etc.) to be lost in certain cases (#230, #276).

  • The balance command’s –format option can now adjust the rendering style of multi-commodity amounts, if you begin the format string with one of:

    %_  - renders amounts on multiple lines, bottom-aligned (the default)
    %^  - renders amounts on multiple lines, top-aligned
    %,  - renders amounts on one line, comma-separated
    
  • The balance report’s final total (and the line above it) now adapt themselves to a custom –format.

print:

  • The –match option prints the journal entry that best matches a description (ie whose description field is most similar to the value given, and if there are several equally similar, the most recent). This was originally an add-on I used to guess account names for ledger-autosync. It’s nice for quickly looking up a recent transaction from a guessed or partial description.

  • print now always right-aligns the amounts in an entry, even when they are wider than 12 characters. (If there is a price, it’s considered part of the amount for right-alignment.)

register:

  • Amount columns now resize automatically, using more space if it’s needed and available.

0.26 (2015/7/12)

Account aliases:

  • Account aliases are once again non-regular-expression-based, by default. (#252)

    The regex account aliases added in 0.24 trip up people switching between hledger and Ledger. (Also they are currently slow).

    This change makes the old non-regex aliases the default; they are unsurprising, useful, and pretty close in functionality to Ledger’s.

    The new regex aliases are still available; they must be enclosed in forward slashes. (Ledger effectively ignores these.)

Journal format:

  • We now parse, and also print, journal entries with no postings, as proposed on the mail lists. These are not well-formed General Journal entries/transactions, but here is my rationale:

    • Ledger and beancount parse them
    • if they are parsed, they should be printed
    • they provide a convenient way to record (and report) non-transaction events
    • they permit more gradual introduction and learning of the concepts. So eg a beginner can keep a simple journal before learning about accounts and postings.
  • Trailing whitespace after a comment directive is now ignored.

Command-line interface:

  • The -f/file option may now be used multiple times. This is equivalent to concatenating the input files before running hledger. The add command adds entries to the first file specified.

Queries:

  • real: (no argument) is now a synonym for real:1

  • tag: now matches tag names with a regular expression, like most other queries

  • empty: is no longer supported, as it overlaps a bit confusingly with amt:0. The –empty flag is still available.

  • You can now match on pending status (#250)

    A transaction/posting status of ! (pending) was effectively equivalent to * (cleared). Now it’s a separate state, not matched by –cleared. The new Ledger-compatible –pending flag matches it, and so does –uncleared.

    The relevant search query terms are now status:*, status:! and status: (the old status:1 and status:0 spellings are deprecated).

    Since we interpret –uncleared and status: as “any state except cleared”, it’s not currently possible to match things which are neither cleared nor pending.

activity:

  • activity no longer excludes 0-amount postings by default.

add:

  • Don’t show quotes around the journal file path in the “Creating…” message, for consistency with the subsequent “Adding…” message.

balancesheet:

  • Accounts beginning with “debt” or now also recognised as liabilities.

print:

  • We now limit the display precision of inferred prices. (#262)

    When a transaction posts to two commodities without specifying the conversion price, we generate a price which makes it balance (cf http://hledger.org/manual.html#prices). The print command showed this with full precision (so that manual calculations with the displayed numbers would look right), but this sometimes meant we showed 255 digits (when there are multiple postings in the commodity being priced, and the averaged unit price is an irrational number). In this case we now set the price’s display precision to the sum of the (max) display precisions of the commodities involved. An example:

      hledgerdev -f- print
      <<<
      1/1
          c    C 10.00
          c    C 11.00
          d  D -320.00
      >>>
      2015/01/01
          c  C 10.00 @ D 15.2381
          c  C 11.00 @ D 15.2381
          d     D -320.00
    
      >>>=0
    

    There might still be cases where this will show more price decimal places than necessary.

  • We now show inferred unit prices with at least 2 decimal places.

    When inferring prices, if the commodities involved have low display precisions, we don’t do a good job of rendering accurate-looking unit prices. Eg if the journal doesn’t use any decimal places, any inferred unit prices are also displayed with no decimal places, which makes them look wrong to the user. Now, we always give inferred unit prices a minimum display precision of 2, which helps a bit.

register:

  • Postings with no amounts could give a runtime error in some obscure case, now fixed.

stats:

  • stats now supports -o/–outputfile, like register/balance/print.

  • An O(n^2) performance slowdown has been fixed, it’s now much faster on large journals.

    +--------------------------------------++--------+--------+
    |                                      ||   0.25 |   0.26 |
    +======================================++========+========+
    | -f data/100x100x10.journal     stats ||   0.10 |   0.16 |
    | -f data/1000x1000x10.journal   stats ||   0.45 |   0.21 |
    | -f data/10000x1000x10.journal  stats ||  58.92 |   2.16 |
    +--------------------------------------++--------+--------+
    

Miscellaneous:

  • The June 30 day span was not being rendered correctly; fixed. (#272)

  • The bench script invoked by “cabal bench” or “stack bench” now runs some simple benchmarks.

    You can get more accurate benchmark times by running with –criterion. This will usually give much the same numbers and takes much longer.

    Or with –simplebench, it benchmarks whatever commands are configured in bench/default.bench. This mode uses the first “hledger” executable in $PATH.

  • The deprecated shakespeare-text dependency has been removed more thoroughly.

0.25.1 (2015/4/29)

  • timelog: support the description field (#247)

0.25 (2015/4/7)

  • GHC 7.10 compatibility (#239)

  • build with terminfo support on POSIX systems by default

    On non-windows systems, we now build with terminfo support by default, useful for detecting terminal width and other things.

    This requires the C curses dev libraries, which makes POSIX installation slightly harder; if it causes problems you can disable terminfo support with the new curses cabal flag, eg: cabal install -f-curses … (or cabal might try this automatically, I’m not sure).

  • register: use the full terminal width, respect COLUMNS, allow column width adjustment

    On POSIX systems, register now uses the full terminal width by default. Specifically, the output width is set from:

    1. a –width option
    2. or a COLUMNS environment variable (NB: not the same as a bash shell var)
    3. or on POSIX (non-windows) systems, the current terminal width
    4. or the default, 80 characters.

    Also, register’s –width option now accepts an optional description column width following the overall width (–width WIDTH[,DESCWIDTH]). This also sets the account column width, since the available space (WIDTH-41) is divided up between these two columns. Here’s a diagram:

      <--------------------------------- width (W) ---------------------------------->
      date (10)  description (D)       account (W-41-D)     amount (12)   balance (12)
      DDDDDDDDDD dddddddddddddddddddd  aaaaaaaaaaaaaaaaaaa  AAAAAAAAAAAA  AAAAAAAAAAAA
    

    Examples:

      $ hledger reg                 # use terminal width on posix
      $ hledger reg -w 100          # width 100, equal description/account widths
      $ hledger reg -w 100,40       # width 100, wider description
      $ hledger reg -w $COLUMNS,100 # terminal width and set description width
    
  • balance: new -T/–row-total and -A/–average options

    In multicolumn balance reports, -T/–row-total now shows a row totals column and -A/–average shows a row averages column. This helps eg to see monthly average expenses (hledger bal ^expenses -MA).

    NB our use of -T deviates from Ledger’s UI, where -T sets a custom final total expression.

  • balance: -N is now short for –no-total

  • balance: fix partially-visible totals row with –no-total

    A periodic (not using –cumulative or –historical) balance report with –no-total now hides the totals row properly.

  • journal, csv: comment lines can also start with *

    As in Ledger. This means you can embed emacs org/outline-mode nodes in your journal file and manipulate it like an outline.

0.24.1 (2015/3/15)

  • journal: fix balance accumulation across assertions (#195)

    A sequence of balance assertions asserting first one commodity, then another, then the first again, was not working.

  • timelog: show hours with two decimal places instead of one (#237)

  • in weekly reports, simplify week 52’s heading like the others

  • disallow trailing garbage in a number of parsers

    Trailing garbage is no longer ignored when parsing the following: balance –format option, register –width option, hledger-rewrite options, hledger add’s inputs, CSV amounts, posting amounts, posting dates in tags.

  • allow utf8-string-1 (fpco/stackage/#426)

0.24 (2014/12/25)

General:

  • fix redundant compilation when cabal installing the hledger packages
  • switch to Decimal for representing amounts (#118)
  • report interval headings (eg in balance, register reports) are shown compactly when possible
  • general speedups

Journal format:

  • detect decimal point and digit groups more robustly (#196)
  • check that transaction dates are followed by whitespace or newline
  • check that dates use a consistent separator character
  • balance assertions now are specific to a single commodity, like Ledger (#195)
  • support multi-line comments using “comment”, “end comment” directives, like Ledger

CSV format:

  • reading CSV data from stdin now works better
  • the rules file include directive is now relative to the current file’s directory (#198)
  • the original order of same-day transactions is now usually preserved (if the records appear to be in reverse date order, we reverse them before finally sorting by transaction date)
  • CSV output is now built in to the balance, print, and register commands, controlled by -O/–output-format (and -o/–output-file, see below)

CLI:

  • the –width and –debug options now require their argument (#149)
  • when an option is repeated, the last value takes precedence (#219). This is helpful eg for customising your reporting command aliases on the fly.
  • smart dates (used in -p/-b/-e/date:/date2:) now must use a consistent separator character, and must be parseable to the end
  • output destination and format selection is now built in to the balance, print and register commands, controlled by -o/–output-file and -O/–output-format options. Notes:
    • -o - means stdout
    • an output file name suffix matching a supported format will also set the output format, unless overridden by –output-format
    • commands’ supported output formats are listed in their command-line help. Two formats are currently available: txt (the default) and csv.
  • balance assertions can be disabled with –ignore-assertions

Account aliases:

  • all matching account aliases are now applied, not just one directive and one option
  • account aliases now match by case insensitive regular expressions matching anywhere in the account name
  • account aliases can replace multiple occurrences of the pattern within an account name
  • an account alias replacement pattern can reference matched groups with \N

Queries:

  • date:/date2: with a malformed date now reports an error instead of being ignored
  • amt: now supports >= or <=
  • clarify status: docs and behaviour; "*" is no longer a synonym for “1” (fixes #227)

balance:

  • fix: in tree mode, –drop is ignored instead of showing empty account names
  • a depth limit of 0 now shows summary items with account name “…”, instead of an empty report (#206)
  • in multicolumn balance reports, -E now also shows posting-less accounts with a non-zero balance during the period (in addition to showing leading & trailing empty columns)
  • in multicolumn reports, multi-commodity amounts are rendered on one line for better layout (#186)
  • multicolumn reports’ title now includes the report span

register:

  • runs faster with large output
  • supports date2:, and date:/date2: combined with –date2, better (fixes #201, #221, #222)
  • a depth limit of 0 now shows summary items (see balance)
  • -A/–average now implies -E/–empty
  • postings with multi-commodity amounts are now top-aligned, like Ledger

Extra commands:

  • hledger-equity: fix end date in title; print closing entry too
  • hledger-check-dates: added

0.23.3 (2014/9/12)

  • allow text 1.2+ (#207)

0.23.2 (2014/5/8)

  • register: also fix date sorting of postings (#184)

0.23.1 (2014/5/7)

  • register: fix a refactoring-related regression that the tests missed: if transactions were not ordered by date in the journal, register could include postings before the report start date in the output. (#184)
  • add: don’t apply a default commodity to amounts on entry (#138)
  • cli: options before the add-on command name are now also passed to it (#182)
  • csv: allow the first name in a fields list to be empty (#178)
  • csv: don’t validate fields count in skipped lines (#177)

0.23 (2014/5/1)

Journal format:

  • A # (hash) in column 0 is now also supported for starting a top-level journal comment, like Ledger.
  • The “too many missing amounts” error now reminds about the 2-space rule.
  • Fix: . (period) is no longer parsed as a valid amount.
  • Fix: default commodity directives no longer limit the maximum display precision (#169).
  • Fix: + before an amount is no longer parsed as part of the commodity (#181).

CLI:

  • Command-line help cleanups, layout improvements.
  • Descriptions are shown for known add-ons in the command list.
  • Command aliases have been simplified.
  • Add-ons can now have any of these file extensions: none, hs, lhs, pl, py, rb, rkt, sh, bat, com, exe.
  • Add-ons are displayed without their file extensions when possible.
  • Add-ons with the same name as a built-in command or alias are ignored.
  • Fix: add-on detection and invocation now works on windows.
  • Fix: add-ons with digits in the name are now found.
  • Fix: add-on arguments containing a single quote now work.
  • Fix: when – is used to hide add-on options from the main program, it is no longer passed through as an add-on argument.

Queries:

  • The currency/commodity query prefix (sym:) has been renamed to cur:.
  • Currency/commodity queries are applied more strongly in register and balance reports, filtering out unwanted currencies entirely. Eg hledger balance cur:’$’ now reports only the dollar amounts even if there are multi-currency transactions or postings.
  • Amount queries like amt:N, amt:N, where N is not 0, now do an unsigned comparison of the amount and N. That is, they compare the absolute magnitude. To do a signed comparison instead, write N with its sign (eg amt:+N, amt:<+N, amt:>-N).
  • Fix: amount queries no longer give false positives on multi-commodity amounts.

accounts:

  • An accounts command has been added, similar to Ledger’s, for listing account names in flat or hierarchical mode.

add:

  • Tab completion now works at all prompts, and will insert the default if the input area is empty.
  • Account and amount defaults are more robust and useful.
  • Transactions may also be completed by the enter key, when there are no more default postings.
  • Input prompts are displayed in a different colour when supported.

balance:

  • Balance reports in flat mode now always show exclusive (subaccount-excluding) balances.
  • Balance reports in flat mode with –depth now aggregate deeper accounts at the depth limit instead of excluding them.
  • Multicolumn reports in flat mode now support –drop.
  • Multicolumn balance reports can now show the account hierarchy with –tree.
  • Multicolumn report start/end dates are adjusted to encompass the displayed report periods, so the first and last periods are “full” and comparable to the others.
  • Fix: zero-balance leaf accounts below a non-zero-balance parent are no longer always shown (#170).
  • Fix: multicolumn reports now support –date2 (cf #174).

balancesheet, cashflow, incomestatement:

  • These commands now support –flat and –drop.

print:

  • Tag queries (tag:) will now match a transaction if any of its postings match.

register:

  • The –display option has been dropped. To see an accurate running total which includes the prior starting balance, use –historical/-H (like balance).
  • With a report interval, report start/end dates are adjusted to encompass the displayed periods, so the first and last periods are “full” and comparable to the others.
  • Fix: –date2 now works with report intervals (fixes #174).

Miscellaneous:

  • Default report dates now derive from the secondary dates when –date2 is in effect.
  • Default report dates now notice any posting dates outside the transaction dates’ span.
  • Debug output improvements.
  • New add-on example: extra/hledger-rewrite.hs, adds postings to matched entries.
  • Compatible with GHC 7.2 (#155) - GHC 7.8, shakespeare 2

0.22.2 (2014/4/16)

  • display years before 1000 with four digits, not three
  • avoid pretty-show to build with GHC < 7.4
  • allow text 1.1, drop data-pprint to build with GHC 7.8.x

0.22.1 (2014/1/6) and older: see http://hledger.org/release-notes or doc/release-notes.md.