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, as a two level tree without squashing boring accounts:

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 base currency at the end of each quarter:

hledger bal -HVQ assets:investments

• Show unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets:

hledger bal --gain -Q assets:investments not:cryptocurrency