hledger-balance: add page (#12852)

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Simon Michael 2024-05-28 18:17:26 -10:00 committed by GitHub
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# 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 and summarising to two levels, without compression:
`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 home currency at the end of each quarter:
`hledger bal -HVQ {{assets:investments}}`
- Show unrealised capital gain/loss from market price changes each quarter, in non-cryptocurrency investment assets:
`hledger bal --gain -Q {{assets:investments}} not:{{cryptocurrency}}`