From e1b74f06f7954e92edc2430f792812fda88e9e60 Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Tue, 28 May 2024 18:17:26 -1000 Subject: [PATCH] hledger-balance: add page (#12852) --- pages/common/hledger-balance.md | 37 +++++++++++++++++++++++++++++++++ 1 file changed, 37 insertions(+) create mode 100644 pages/common/hledger-balance.md diff --git a/pages/common/hledger-balance.md b/pages/common/hledger-balance.md new file mode 100644 index 000000000..7ea35bf67 --- /dev/null +++ b/pages/common/hledger-balance.md @@ -0,0 +1,37 @@ +# 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: . + +- 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}}`