hledger-lib-1.9: hledger_journal.txt
hledger_journal(5) hledger User Manuals hledger_journal(5)
NAME
Journal - hledger's default file format, representing a General Journal
DESCRIPTION
hledger's usual data source is a plain text file containing journal
entries in hledger journal format. This file represents a standard
accounting general journal. I use file names ending in .journal, but
that's not required. The journal file contains a number of transaction
entries, each describing a transfer of money (or any commodity) between
two or more named accounts, in a simple format readable by both hledger
and humans.
hledger's journal format is a compatible subset, mostly, of ledger's
journal format, so hledger can work with compatible ledger journal
files as well. It's safe, and encouraged, to run both hledger and
ledger on the same journal file, eg to validate the results you're get-
ting.
You can use hledger without learning any more about this file; just use
the add or web commands to create and update it. Many users, though,
also edit the journal file directly with a text editor, perhaps
assisted by the helper modes for emacs or vim.
Here's an example:
; A sample journal file. This is a comment.
2008/01/01 income ; <- transaction's first line starts in column 0, contains date and description
assets:bank:checking $1 ; <- posting lines start with whitespace, each contains an account name
income:salary $-1 ; followed by at least two spaces and an amount
2008/06/01 gift
assets:bank:checking $1 ; <- at least two postings in a transaction
income:gifts $-1 ; <- their amounts must balance to 0
2008/06/02 save
assets:bank:saving $1
assets:bank:checking ; <- one amount may be omitted; here $-1 is inferred
2008/06/03 eat & shop ; <- description can be anything
expenses:food $1
expenses:supplies $1 ; <- this transaction debits two expense accounts
assets:cash ; <- $-2 inferred
2008/10/01 take a loan
assets:bank:checking $1
liabilities:debts $-1
2008/12/31 * pay off ; <- an optional * or ! after the date means "cleared" (or anything you want)
liabilities:debts $1
assets:bank:checking
FILE FORMAT
Transactions
Transactions are movements of some quantity of commodities between
named accounts. Each transaction is represented by a journal entry
beginning with a simple date in column 0. This can be followed by any
of the following, separated by spaces:
o (optional) a status character (empty, !, or *)
o (optional) a transaction code (any short number or text, enclosed in
parentheses)
o (optional) a transaction description (any remaining text until end of
line or a semicolon)
o (optional) a transaction comment (any remaining text following a
semicolon until end of line)
Then comes zero or more (but usually at least 2) indented lines repre-
senting...
Postings
A posting is an addition of some amount to, or removal of some amount
from, an account. Each posting line begins with at least one space or
tab (2 or 4 spaces is common), followed by:
o (optional) a status character (empty, !, or *), followed by a space
o (required) an account name (any text, optionally containing single
spaces, until end of line or a double space)
o (optional) two or more spaces or tabs followed by an amount.
Positive amounts are being added to the account, negative amounts are
being removed.
The amounts within a transaction must always sum up to zero. As a con-
venience, one amount may be left blank; it will be inferred so as to
balance the transaction.
Be sure to note the unusual two-space delimiter between account name
and amount. This makes it easy to write account names containing spa-
ces. But if you accidentally leave only one space (or tab) before the
amount, the amount will be considered part of the account name.
Dates
Simple dates
Within a journal file, transaction dates use Y/M/D (or Y-M-D or Y.M.D)
Leading zeros are optional. The year may be omitted, in which case it
will be inferred from the context - the current transaction, the
default year set with a default year directive, or the current date
when the command is run. Some examples: 2010/01/31, 1/31, 2010-01-31,
2010.1.31.
Secondary dates
Real-life transactions sometimes involve more than one date - eg the
date you write a cheque, and the date it clears in your bank. When you
want to model this, eg for more accurate balances, you can specify
individual posting dates, which I recommend. Or, you can use the sec-
ondary dates (aka auxiliary/effective dates) feature, supported for
compatibility with Ledger.
A secondary date can be written after the primary date, separated by an
equals sign. The primary date, on the left, is used by default; the
secondary date, on the right, is used when the --date2 flag is speci-
fied (--aux-date or --effective also work).
The meaning of secondary dates is up to you, but it's best to follow a
consistent rule. Eg write the bank's clearing date as primary, and
when needed, the date the transaction was initiated as secondary.
Here's an example. Note that a secondary date will use the year of the
primary date if unspecified.
2010/2/23=2/19 movie ticket
expenses:cinema $10
assets:checking
$ hledger register checking
2010/02/23 movie ticket assets:checking $-10 $-10
$ hledger register checking --date2
2010/02/19 movie ticket assets:checking $-10 $-10
Secondary dates require some effort; you must use them consistently in
your journal entries and remember whether to use or not use the --date2
flag for your reports. They are included in hledger for Ledger compat-
ibility, but posting dates are a more powerful and less confusing
alternative.
Posting dates
You can give individual postings a different date from their parent
transaction, by adding a posting comment containing a tag (see below)
like date:DATE. This is probably the best way to control posting dates
precisely. Eg in this example the expense should appear in May
reports, and the deduction from checking should be reported on 6/1 for
easy bank reconciliation:
2015/5/30
expenses:food $10 ; food purchased on saturday 5/30
assets:checking ; bank cleared it on monday, date:6/1
$ hledger -f t.j register food
2015/05/30 expenses:food $10 $10
$ hledger -f t.j register checking
2015/06/01 assets:checking $-10 $-10
DATE should be a simple date; if the year is not specified it will use
the year of the transaction's date. You can set the secondary date
similarly, with date2:DATE2. The date: or date2: tags must have a
valid simple date value if they are present, eg a date: tag with no
value is not allowed.
Ledger's earlier, more compact bracketed date syntax is also supported:
[DATE], [DATE=DATE2] or [=DATE2]. hledger will attempt to parse any
square-bracketed sequence of the 0123456789/-.= characters in this way.
With this syntax, DATE infers its year from the transaction and DATE2
infers its year from DATE.
Status
Transactions, or individual postings within a transaction, can have a
status mark, which is a single character before the transaction
description or posting account name, separated from it by a space,
indicating one of three statuses:
mark status
------------------
unmarked
! pending
* cleared
When reporting, you can filter by status with the -U/--unmarked,
-P/--pending, and -C/--cleared flags; or the status:, status:!, and
status:* queries; or the U, P, C keys in hledger-ui.
Note, in Ledger and in older versions of hledger, the "unmarked" state
is called "uncleared". As of hledger 1.3 we have renamed it to
unmarked for clarity.
To replicate Ledger and old hledger's behaviour of also matching pend-
ing, combine -U and -P.
Status marks are optional, but can be helpful eg for reconciling with
real-world accounts. Some editor modes provide highlighting and short-
cuts for working with status. Eg in Emacs ledger-mode, you can toggle
transaction status with C-c C-e, or posting status with C-c C-c.
What "uncleared", "pending", and "cleared" actually mean is up to you.
Here's one suggestion:
status meaning
--------------------------------------------------------------------------
uncleared recorded but not yet reconciled; needs review
pending tentatively reconciled (if needed, eg during a big reconcil-
iation)
cleared complete, reconciled as far as possible, and considered cor-
rect
With this scheme, you would use -PC to see the current balance at your
bank, -U to see things which will probably hit your bank soon (like
uncashed checks), and no flags to see the most up-to-date state of your
finances.
Description
A transaction's description is the rest of the line following the date
and status mark (or until a comment begins). Sometimes called the
"narration" in traditional bookkeeping, it can be used for whatever you
wish, or left blank. Transaction descriptions can be queried, unlike
comments.
Payee and note
You can optionally include a | (pipe) character in a description to
subdivide it into a payee/payer name on the left and additional notes
on the right. This may be worthwhile if you need to do more precise
querying and pivoting by payee.
Account names
Account names typically have several parts separated by a full colon,
from which hledger derives a hierarchical chart of accounts. They can
be anything you like, but in finance there are traditionally five
top-level accounts: assets, liabilities, income, expenses, and equity.
Account names may contain single spaces, eg: assets:accounts receiv-
able. Because of this, they must always be followed by two or more
spaces (or newline).
Account names can be aliased.
Amounts
After the account name, there is usually an amount. Important: between
account name and amount, there must be two or more spaces.
Amounts consist of a number and (usually) a currency symbol or commod-
ity name. Some examples:
2.00001
$1
4000 AAPL
3 "green apples"
-$1,000,000.00
INR 9,99,99,999.00
EUR -2.000.000,00
1 999 999.9455
EUR 1E3
1000E-6s
As you can see, the amount format is somewhat flexible:
o amounts are a number (the "quantity") and optionally a currency sym-
bol/commodity name (the "commodity").
o the commodity is a symbol, word, or phrase, on the left or right,
with or without a separating space. If the commodity contains num-
bers, spaces or non-word punctuation it must be enclosed in double
quotes.
o negative amounts with a commodity on the left can have the minus sign
before or after it
o digit groups (thousands, or any other grouping) can be separated by
space or comma or period and should be used as separator between all
groups
o decimal part can be separated by comma or period and should be dif-
ferent from digit groups separator
o scientific E-notation is allowed. Be careful not to use a digit
group separator character in scientific notation, as it's not sup-
ported and it might get mistaken for a decimal point. (Declaring the
digit group separator character explicitly with a commodity directive
will prevent this.)
You can use any of these variations when recording data. However,
there is some ambiguous way of representing numbers like $1.000 and
$1,000 both may mean either one thousand or one dollar. By default
hledger will assume that this is sole delimiter is used only for deci-
mals. On the other hand commodity format declared prior to that line
will help to resolve that ambiguity differently:
commodity $1,000.00
2017/12/25 New life of Scrooge
expenses:gifts $1,000
assets
Though journal may contain mixed styles to represent amount, when
hledger displays amounts, it will choose a consistent format for each
commodity. (Except for price amounts, which are always formatted as
written). The display format is chosen as follows:
o if there is a commodity directive specifying the format, that is used
o otherwise the format is inferred from the first posting amount in
that commodity in the journal, and the precision (number of decimal
places) will be the maximum from all posting amounts in that commmod-
ity
o or if there are no such amounts in the journal, a default format is
used (like $1000.00).
Price amounts and amounts in D directives usually don't affect amount
format inference, but in some situations they can do so indirectly.
(Eg when D's default commodity is applied to a commodity-less amount,
or when an amountless posting is balanced using a price's commodity, or
when -V is used.) If you find this causing problems, set the desired
format with a commodity directive.
Virtual Postings
When you parenthesise the account name in a posting, we call that a
virtual posting, which means:
o it is ignored when checking that the transaction is balanced
o it is excluded from reports when the --real/-R flag is used, or the
real:1 query.
You could use this, eg, to set an account's opening balance without
needing to use the equity:opening balances account:
1/1 special unbalanced posting to set initial balance
(assets:checking) $1000
When the account name is bracketed, we call it a balanced virtual post-
ing. This is like an ordinary virtual posting except the balanced vir-
tual postings in a transaction must balance to 0, like the real post-
ings (but separately from them). Balanced virtual postings are also
excluded by --real/-R or real:1.
1/1 buy food with cash, and update some budget-tracking subaccounts elsewhere
expenses:food $10
assets:cash $-10
[assets:checking:available] $10
[assets:checking:budget:food] $-10
Virtual postings have some legitimate uses, but those are few. You can
usually find an equivalent journal entry using real postings, which is
more correct and provides better error checking.
Balance Assertions
hledger supports Ledger-style balance assertions in journal files.
These look like =EXPECTEDBALANCE following a posting's amount. Eg in
this example we assert the expected dollar balance in accounts a and b
after each posting:
2013/1/1
a $1 =$1
b =$-1
2013/1/2
a $1 =$2
b $-1 =$-2
After reading a journal file, hledger will check all balance assertions
and report an error if any of them fail. Balance assertions can pro-
tect you from, eg, inadvertently disrupting reconciled balances while
cleaning up old entries. You can disable them temporarily with the
--ignore-assertions flag, which can be useful for troubleshooting or
for reading Ledger files.
Assertions and ordering
hledger sorts an account's postings and assertions first by date and
then (for postings on the same day) by parse order. Note this is dif-
ferent from Ledger, which sorts assertions only by parse order. (Also,
Ledger assertions do not see the accumulated effect of repeated post-
ings to the same account within a transaction.)
So, hledger balance assertions keep working if you reorder differ-
ently-dated transactions within the journal. But if you reorder
same-dated transactions or postings, assertions might break and require
updating. This order dependence does bring an advantage: precise con-
trol over the order of postings and assertions within a day, so you can
assert intra-day balances.
Assertions and included files
With included files, things are a little more complicated. Including
preserves the ordering of postings and assertions. If you have multi-
ple postings to an account on the same day, split across different
files, and you also want to assert the account's balance on the same
day, you'll have to put the assertion in the right file.
Assertions and multiple -f options
Balance assertions don't work well across files specified with multiple
-f options. Use include or concatenate the files instead.
Assertions and commodities
The asserted balance must be a simple single-commodity amount, and in
fact the assertion checks only this commodity's balance within the
(possibly multi-commodity) account balance. We could call this a par-
tial balance assertion. This is compatible with Ledger, and makes it
possible to make assertions about accounts containing multiple commodi-
ties.
To assert each commodity's balance in such a multi-commodity account,
you can add multiple postings (with amount 0 if necessary). But note
that no matter how many assertions you add, you can't be sure the
account does not contain some unexpected commodity. (We'll add support
for this kind of total balance assertion if there's demand.)
Assertions and subaccounts
Balance assertions do not count the balance from subaccounts; they
check the posted account's exclusive balance. For example:
1/1
checking:fund 1 = 1 ; post to this subaccount, its balance is now 1
checking 1 = 1 ; post to the parent account, its exclusive balance is now 1
equity
The balance report's flat mode shows these exclusive balances more
clearly:
$ hledger bal checking --flat
1 checking
1 checking:fund
--------------------
2
Assertions and virtual postings
Balance assertions are checked against all postings, both real and vir-
tual. They are not affected by the --real/-R flag or real: query.
Balance Assignments
Ledger-style balance assignments are also supported. These are like
balance assertions, but with no posting amount on the left side of the
equals sign; instead it is calculated automatically so as to satisfy
the assertion. This can be a convenience during data entry, eg when
setting opening balances:
; starting a new journal, set asset account balances
2016/1/1 opening balances
assets:checking = $409.32
assets:savings = $735.24
assets:cash = $42
equity:opening balances
or when adjusting a balance to reality:
; no cash left; update balance, record any untracked spending as a generic expense
2016/1/15
assets:cash = $0
expenses:misc
The calculated amount depends on the account's balance in the commodity
at that point (which depends on the previously-dated postings of the
commodity to that account since the last balance assertion or assign-
ment). Note that using balance assignments makes your journal a little
less explicit; to know the exact amount posted, you have to run hledger
or do the calculations yourself, instead of just reading it.
Prices
Transaction prices
Within a transaction, you can note an amount's price in another commod-
ity. This can be used to document the cost (in a purchase) or selling
price (in a sale). For example, transaction prices are useful to
record purchases of a foreign currency.
Transaction prices are fixed, and do not change over time. (Ledger
users: Ledger uses a different syntax for fixed prices, {=UNITPRICE},
which hledger currently ignores).
There are several ways to record a transaction price:
1. Write the price per unit, as @ UNITPRICE after the amount:
2009/1/1
assets:euros 100 @ $1.35 ; one hundred euros purchased at $1.35 each
assets:dollars ; balancing amount is -$135.00
2. Write the total price, as @@ TOTALPRICE after the amount:
2009/1/1
assets:euros 100 @@ $135 ; one hundred euros purchased at $135 for the lot
assets:dollars
3. Specify amounts for all postings, using exactly two commodities, and
let hledger infer the price that balances the transaction:
2009/1/1
assets:euros 100 ; one hundred euros purchased
assets:dollars $-135 ; for $135
Amounts with transaction prices can be displayed in the transaction
price's commodity by using the -B/--cost flag (except for #551) ("B" is
from "cost Basis"). Eg for the above, here is how -B affects the bal-
ance report:
$ hledger bal -N --flat
$-135 assets:dollars
100 assets:euros
$ hledger bal -N --flat -B
$-135 assets:dollars
$135 assets:euros # <- the euros' cost
Note -B is sensitive to the order of postings when a transaction price
is inferred: the inferred price will be in the commodity of the last
amount. So if example 3's postings are reversed, while the transaction
is equivalent, -B shows something different:
2009/1/1
assets:dollars $-135 ; 135 dollars sold
assets:euros 100 ; for 100 euros
$ hledger bal -N --flat -B
-100 assets:dollars # <- the dollars' selling price
100 assets:euros
Market prices
Market prices are not tied to a particular transaction; they represent
historical exchange rates between two commodities. (Ledger calls them
historical prices.) For example, the prices published by a stock
exchange or the foreign exchange market. hledger can use these prices
to show the market value of things at a given date, see market value.
To record market prices, use P directives in the main journal or in an
included file. Their format is:
P DATE COMMODITYBEINGPRICED UNITPRICE
DATE is a simple date as usual. COMMODITYBEINGPRICED is the symbol of
the commodity being priced. UNITPRICE is an ordinary amount (symbol
and quantity) in a second commodity, specifying the unit price or con-
version rate for the first commodity in terms of the second, on the
given date.
For example, the following directives say that one euro was worth 1.35
US dollars during 2009, and $1.40 from 2010 onward:
P 2009/1/1 $1.35
P 2010/1/1 $1.40
Comments
Lines in the journal beginning with a semicolon (;) or hash (#) or star
(*) are comments, and will be ignored. (Star comments cause org-mode
nodes to be ignored, allowing emacs users to fold and navigate their
journals with org-mode or orgstruct-mode.)
Also, anything between comment and end comment directives is a
(multi-line) comment. If there is no end comment, the comment extends
to the end of the file.
You can attach comments to a transaction by writing them after the
description and/or indented on the following lines (before the post-
ings). Similarly, you can attach comments to an individual posting by
writing them after the amount and/or indented on the following lines.
Transaction and posting comments must begin with a semicolon (;).
Some examples:
# a file comment
; also a file comment
comment
This is a multiline file comment,
which continues until a line
where the "end comment" string
appears on its own (or end of file).
end comment
2012/5/14 something ; a transaction comment
; the transaction comment, continued
posting1 1 ; a comment for posting 1
posting2
; a comment for posting 2
; another comment line for posting 2
; a file comment (because not indented)
Tags
Tags are a way to add extra labels or labelled data to postings and
transactions, which you can then search or pivot on.
A simple tag is a word (which may contain hyphens) followed by a full
colon, written inside a transaction or posting comment line:
2017/1/16 bought groceries ; sometag:
Tags can have a value, which is the text after the colon, up to the
next comma or end of line, with leading/trailing whitespace removed:
expenses:food $10 ; a-posting-tag: the tag value
Note this means hledger's tag values can not contain commas or new-
lines. Ending at commas means you can write multiple short tags on one
line, comma separated:
assets:checking ; a comment containing tag1:, tag2: some value ...
Here,
o "a comment containing" is just comment text, not a tag
o "tag1" is a tag with no value
o "tag2" is another tag, whose value is "some value ..."
Tags in a transaction comment affect the transaction and all of its
postings, while tags in a posting comment affect only that posting.
For example, the following transaction has three tags (A, TAG2,
third-tag) and the posting has four (those plus posting-tag):
1/1 a transaction ; A:, TAG2:
; third-tag: a third transaction tag, <- with a value
(a) $1 ; posting-tag:
Tags are like Ledger's metadata feature, except hledger's tag values
are simple strings.
Directives
Account aliases
You can define aliases which rewrite your account names (after reading
the journal, before generating reports). hledger's account aliases can
be useful for:
o expanding shorthand account names to their full form, allowing easier
data entry and a less verbose journal
o adapting old journals to your current chart of accounts
o experimenting with new account organisations, like a new hierarchy or
combining two accounts into one
o customising reports
See also Cookbook: rewrite account names.
Basic aliases
To set an account alias, use the alias directive in your journal file.
This affects all subsequent journal entries in the current file or its
included files. The spaces around the = are optional:
alias OLD = NEW
Or, you can use the --alias 'OLD=NEW' option on the command line. This
affects all entries. It's useful for trying out aliases interactively.
OLD and NEW are full account names. hledger will replace any occur-
rence of the old account name with the new one. Subaccounts are also
affected. Eg:
alias checking = assets:bank:wells fargo:checking
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
Regex aliases
There is also a more powerful variant that uses a regular expression,
indicated by the forward slashes:
alias /REGEX/ = REPLACEMENT
or --alias '/REGEX/=REPLACEMENT'.
REGEX is a case-insensitive regular expression. Anywhere it matches
inside an account name, the matched part will be replaced by REPLACE-
MENT. If REGEX contains parenthesised match groups, these can be ref-
erenced by the usual numeric backreferences in REPLACEMENT. Eg:
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
Also note that REPLACEMENT continues to the end of line (or on command
line, to end of option argument), so it can contain trailing white-
space.
Multiple aliases
You can define as many aliases as you like using directives or com-
mand-line options. Aliases are recursive - each alias sees the result
of applying previous ones. (This is different from Ledger, where
aliases are non-recursive by default). Aliases are applied in the fol-
lowing order:
1. alias directives, most recently seen first (recent directives take
precedence over earlier ones; directives not yet seen are ignored)
2. alias options, in the order they appear on the command line
end aliases
You can clear (forget) all currently defined aliases with the
end aliases directive:
end aliases
account directive
The account directive predeclares account names. The simplest form is
account ACCTNAME, eg:
account assets:bank:checking
Currently this mainly helps with account name autocompletion in eg
hledger add, hledger-iadd, hledger-web, and ledger-mode.
In future it will also help detect misspelled accounts.
Account names can be followed by a numeric account code:
account assets 1000
account assets:bank:checking 1110
account liabilities 2000
account revenues 4000
account expenses 6000
This affects account display order in reports: accounts with codes are
listed before accounts without codes, in increasing code order. (Oth-
erwise, accounts are listed alphabetically.) Account codes should be
all numeric digits, unique, and separated from the account name by at
least two spaces (since account names may contain single spaces). By
convention, often the first digit indicates the type of account, as in
this numbering scheme and the example above. In future, we might use
this to recognize account types.
An account directive can also have indented subdirectives following it,
which are currently ignored. Here is the full syntax:
; account ACCTNAME [OPTIONALCODE]
; [OPTIONALSUBDIRECTIVES]
account assets:bank:checking 1110
a comment
some-tag:12345
apply account directive
You can specify a parent account which will be prepended to all
accounts within a section of the journal. Use the apply account and
end apply account directives like so:
apply account home
2010/1/1
food $10
cash
end apply account
which is equivalent to:
2010/01/01
home:food $10
home:cash $-10
If end apply account is omitted, the effect lasts to the end of the
file. Included files are also affected, eg:
apply account business
include biz.journal
end apply account
apply account personal
include personal.journal
Prior to hledger 1.0, legacy account and end spellings were also sup-
ported.
Multi-line comments
A line containing just comment starts a multi-line comment, and a line
containing just end comment ends it. See comments.
commodity directive
The commodity directive predefines commodities (currently this is just
informational), and also it may define the display format for amounts
in this commodity (overriding the automatically inferred format).
It may be written on a single line, like this:
; commodity EXAMPLEAMOUNT
; display AAAA amounts with the symbol on the right, space-separated,
; using period as decimal point, with four decimal places, and
; separating thousands with comma.
commodity 1,000.0000 AAAA
or on multiple lines, using the "format" subdirective. In this case
the commodity symbol appears twice and should be the same in both
places:
; commodity SYMBOL
; format EXAMPLEAMOUNT
; display indian rupees with currency name on the left,
; thousands, lakhs and crores comma-separated,
; period as decimal point, and two decimal places.
commodity INR
format INR 9,99,99,999.00
Default commodity
The D directive sets a default commodity (and display format), to be
used for amounts without a commodity symbol (ie, plain numbers). (Note
this differs from Ledger's default commodity directive.) The commodity
and display format will be applied to all subsequent commodity-less
amounts, or until the next D directive.
# commodity-less amounts should be treated as dollars
# (and displayed with symbol on the left, thousands separators and two decimal places)
D $1,000.00
1/1
a 5 ; <- commodity-less amount, becomes $1
b
Default year
You can set a default year to be used for subsequent dates which don't
specify a year. This is a line beginning with Y followed by the year.
Eg:
Y2009 ; set default year to 2009
12/15 ; equivalent to 2009/12/15
expenses 1
assets
Y2010 ; change default year to 2010
2009/1/30 ; specifies the year, not affected
expenses 1
assets
1/31 ; equivalent to 2010/1/31
expenses 1
assets
Including other files
You can pull in the content of additional journal files by writing an
include directive, like this:
include path/to/file.journal
If the path does not begin with a slash, it is relative to the current
file. Glob patterns (*) are not currently supported.
The include directive can only be used in journal files. It can
include journal, timeclock or timedot files, but not CSV files.
Periodic transactions
Periodic transactions are a kind of rule with a dual purpose: they can
specify recurring future transactions (with --forecast), or budget
goals (with --budget). They look a bit like a transaction, except the
first line is a tilde (~) followed by a period expression:
~ weekly
assets:bank:checking $400 ; paycheck
income:acme inc
With --forecast, each periodic transaction rule generates recurring
"forecast" transactions at the specified interval, beginning the day
after the latest recorded journal transaction (or today, if there are
no transactions) and ending 6 months from today (or at the report end
date, if specified).
With balance --budget, each periodic transaction declares recurring
budget goals for the specified accounts. Eg the example above declares
the goal of receiving $400 from income:acme inc (and also, depositing
$400 into assets:bank:checking) every week.
For more details, see: balance: Budgeting and Budgeting and Forecast-
ing.
Automated postings
Automated postings are postings added automatically by rule to certain
transactions (with --auto). An automated posting rule looks like a
transaction where the first line is an equal sign (=) followed by a
query:
= expenses:gifts
budget:gifts *-1
assets:budget *1
The posting amounts can be of the form *N, which means "the amount of
the matched transaction's first posting, multiplied by N". They can
also be ordinary fixed amounts. Fixed amounts with no commodity symbol
will be given the same commodity as the matched transaction's first
posting.
This example adds a corresponding (unbalanced) budget posting to every
transaction involving the expenses:gifts account:
= expenses:gifts
(budget:gifts) *-1
2017-12-14
expenses:gifts $20
assets
$ hledger print --auto
2017/12/14
expenses:gifts $20
assets
(budget:gifts) $-20
EDITOR SUPPORT
Add-on modes exist for various text editors, to make working with jour-
nal files easier. They add colour, navigation aids and helpful com-
mands. For hledger users who edit the journal file directly (the
majority), using one of these modes is quite recommended.
These were written with Ledger in mind, but also work with hledger
files:
Editor
--------------------------------------------------------------------------
Emacs http://www.ledger-cli.org/3.0/doc/ledger-mode.html
Vim https://github.com/ledger/ledger/wiki/Getting-started
Sublime Text https://github.com/ledger/ledger/wiki/Edit-
ing-Ledger-files-with-Sublime-Text-or-RubyMine
Textmate https://github.com/ledger/ledger/wiki/Using-TextMate-2
Text Wran- https://github.com/ledger/ledger/wiki/Edit-
gler ing-Ledger-files-with-TextWrangler
Visual Stu- https://marketplace.visualstudio.com/items?item-
dio Code Name=mark-hansen.hledger-vscode
REPORTING BUGS
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
or hledger mail list)
AUTHORS
Simon Michael <simon@joyful.com> and contributors
COPYRIGHT
Copyright (C) 2007-2016 Simon Michael.
Released under GNU GPL v3 or later.
SEE ALSO
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
dot(5), ledger(1)
http://hledger.org
hledger 1.9 March 2018 hledger_journal(5)