Hledger Versions Save

hledger 1.32.3

Fixes

• A performance slowdown since 1.29, especially noticeable with many accounts and transactions, has been fixed. #2153

• Balance assertions involving mixed-cost balances are checked correctly again (a regression in 1.30). #2150

• import --catchup works again (a regression in 1.32). #2156

• --anon is now a deprecated hidden flag that raises an error, but is still usable as --obfuscate (also hidden). #2133

• Balance assertion error messages are clearer, and show the diff again.

hledger-ui 1.32.3

• Use hledger-1.32.3

• Allow vty 6.2, brick 2.3

hledger-web 1.32.3

• Use hledger-1.32.3

project changes 1.32.3

• bin/hledger-bar: Fix an error when NO_COLOR is not defined; allow color when NO_COLOR is defined but empty, per no-color spec; and fix shellcheck warnings. #2159 (Colin Dean, Simon Michael)

• bin/hledger-simplebal: Fix shellcheck warnings. (Colin Dean)

credits 1.32.3

Simon Michael, Colin Dean.

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32.3/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32.3/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

1. Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

2. Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.32.3/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

3. Ensure a default journal file exists, and without a problematic encoding. (Not sure why "ascii" is needed here - hledger likes utf8 and understands utf8 BOM headers.. but the state of our unicode support on Windows is really unknown, your input welcome.)

out-file -append -encoding ascii $HOME/.hledger.journal

Once that journal file exists, you can start hledger-web by double-clicking on the icon if you wish.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

hledger 1.32.1

• Fixed: import with multiple files now updates .latest files correctly. (#2125)

• Fixed: print --round=hard now properly pads/rounds amounts with inferred costs. (#2123)

• CSV matcher syntax: mention that ! and & can't be used in the same line yet. (#2088)

• Drop the "a difference of ..." line from balance assertion failure output. I feel it made the message harder to read and isn't really necessary.

• Declaring the empty payee name with payee "" now works, to let hledger check payees accept payee-less transactions. (#2119)

• Built-in tags with special meaning like type: and t: are now implicitly declared, so using type: in account declarations or generating t: with timedot letters won't cause hledger check tags to fail. (#2119)

hledger-ui 1.32.1

• Use hledger-1.32.1

hledger-web 1.32.1

• Use hledger-1.32.1

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32.1/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32.1/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

1. Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

2. Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.32.1/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

3. Ensure a default journal file exists, and without a problematic encoding. (Not sure why "ascii" is needed here - hledger likes utf8 and understands utf8 BOM headers.. but the state of our unicode support on Windows is really unknown, your input welcome.)

out-file -append -encoding ascii $HOME/.hledger.journal

Once that journal file exists, you can start hledger-web by double-clicking on the icon if you wish.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

More precision control, beancount output, TSV output, --summary-only, strict/idempotent import, CSV rule enhancements, timedot letters, fixes.

hledger 1.32

Breaking changes

• Display styles and display precision are now managed more carefully during calculations and output, fixing a number of issues (#2111, "Precisiongeddon"). In brief:

  • Cost and value reports, such as print -V, now (1) consistently apply commodity display styles, and (2) do not add or discard decimal digits unnecessarily. (#2105)

  • When "infinite decimals" arise during calculations (eg in value reports, or in prices or roi output), these are now shown limited to 8 decimal digits rather than 255.

  • Non-print-like reports no longer add trailing decimal marks to disambiguate digit group marks (this was an unintended regression in 1.31). (#2115)

  • We now document number formatting adjustments made in certain reports and output formats (hledger manual > REPORTING CONCEPTS > Amount formatting, parseability).

Features

• Timedot format supports a new letters syntax for easier tagged time logging. (#2116)

• print has a new beancount output format for exporting to Beancount. This prints journal output more likely (though not guaranteed) to be readable by Beancount.

• In CSV rules, matchers using regular expressions can now interpolate their matched texts into the values they assign to fields (field assignment values can reference match groups). (#2009) (Jonathan Dowland)

• In CSV rules, matchers can be negated by prepending !. (#2088) (bobobo1618)

• Multi-column balance reports (from bal, bs, is etc.) can use the new --summary-only flag (--summary also works) to display just the Total and Average columns (if enabled by --row-total and -A/--average) and hide the rest. (#1012) (Stephen Morgan)

• All commands that suport csv output now also support tsv (tab-separated values) output. The data is identical, but the fields are separated by tab characters and there is no quoting or escaping. Tab, carriage return, and newline characters in data are converted to spaces (this should rarely if ever happen in practice). (#869) (Peter Sagerson).

Improvements

• Journal format no longer fails to parse Ledger-style lot costs with spaces after the {, improving Ledger compatibility.

• import now does not update any .latest files until it has run without error (no failing strict checks, no failure while writing the journal file). This makes it more idempotent, so you can run it again after fixing problems.

• print now shows zeros with a commodity symbol and decimal digits when possible, preserving more information.

• print has a new option for controlling amount rounding (#2085):

  • --round=none - show amounts with original precisions (default; like 1.31; avoids implying less or more precision than was recorded)

  • --round=soft - add/remove decimal zeros in non-cost amounts (like 1.30 but also affects balance assertion amounts)

  • --round=hard - round non-cost amounts (can hide significant digits)

  • --round=all - round all amounts and costs

  For the record: print shows four kinds of amount: posting amounts, balance assertion amounts, and costs for each of those. Past hledger versions styled and rounded these inconsistently. Since 1.31 they are all styled, and since 1.32 they are rounded as follows:

  hledger-1.32 print	amt	cost	bal	balcost
  (default)	none	none	none	none
  --round=soft	soft	none	soft	none
  --round=hard	hard	none	hard	none
  --round=all	hard	hard	hard	hard

• The prices command has had a number of fixes and improvements (#2111):

  • It now more accurately lists the prices that hledger would use when calculating value reports (similar to what you'd see with hledger bal -V --debug=2).

  • The --infer-reverse-prices flag was confusing, since we always infer and use reverse prices; it has been renamed to --show-reverse.

  • --show-reverse and --infer-market-prices flags now combine properly.

  • --show-reverse now ignores zero prices rather than giving an error.

  • Price amounts are now shown styled.

  • Price amounts are now shown with all their decimal digits; or with 8 decimal digits if they appear to be infinite decimals (which can arise with reverse prices).

  • Filtering prices with cur: or amt: now works properly.

Fixes

• print now styles balance assertion costs consistently, like other amounts.

• import now works with -s/--strict. And more generally, when reading multiple input files, eg with multiple -f options, strict checks are done only for the overall combined journal (not for each individual file). (#2113)

• tag: queries now work when reading CSV files. (#2114)

• Using a .json or .sql file extension with -o/--outputfile now properly selects those output formats.

• Auto postings no longer break redundant equity/cost detection and transaction balancing. (#2110)

• Amounts set by balance assignment now affect commodity styles again. (#2091, a regression in 1.30)

• Timedot quantities with units are parsed more accurately. Eg a quantity like "15m" was evaluated as 0.249999999 not 0.25, and since hledger 1.21, it was printed that way also. Now we round such quantities to two places during parsing to get exact quarter-hour amounts. (#2096)

• The demo command no longer triggers a JSON decode error in asciinema 2.3.0. It now also shows a better error message if asciinema fails (#2094).

• Failing balance assertions with a cost now show correct markers in the error message. (#2083)

Docs

• New:

  • Amount formatting, parseability
  • Started new code docs for developers, based in the Hledger module's haddock

• Updated:

  • aregister
  • commodity directive
  • Commodity display style
  • if table
  • Decimal marks, digit group marks
  • Regular expressions
  • Timedot

hledger-ui 1.32

Fixes

• The V key now preserves the valuation mode specified at the command line, if any. (#2084)

• The hledger-ui package no longer wastefully builds its modules twice.

hledger-web 1.32

Features

• The hledger-web app on the Sandstorm cloud platform has been updated to a recent version (Jacob Weisz, #2102), and now uses Sandstorm's access control. (Jakub Zárybnický, #821)

Improvements

• The --capabilities and --capabilities-header options have been replaced with an easier --allow=view|add|edit|sandstorm option. add is the default access level, while sandstorm is for use on Sandstorm. UI and docs now speak of "permissions" rather than "capabilities". (#834)

• The Sandstorm app's permissions and roles have been renamed for clarity. (#834)

• Permissions are now checked earlier, before the web app is started, producing clearer command line errors when appropriate.

• Account's adeclarationinfo field is now included in JSON output. (#2097) (S. Zeid)

Fixes

• The app can now serve on address 0.0.0.0 (exposing it on all interfaces), which previously didn't work. (#2099) (Philipp Klocke)

• The broken "File format help" link in the edit form has been fixed. (#2103)

project changes 1.32

Scripts/addons

• hledger-install.sh: replaced hledger-stockquotes with pricehist

• added gsheet-csv.hs: fetch a google sheet as CSV

• added hledger-report1: an example custom compound report, with haskell and bash versions

• justfile: updated import, time report scripts

Examples

• New:

  • Fidelity CSV rules

• Updated:

  • roi-unrealised.ledger (Charlie Ambrose)

Docs

• New:

  • Started a weekly This Week In Hledger news post, inspired by Matrix.
  • There's now a News page, for This Week In Hledger etc.
  • hledgermatic, an up-to-date, simple journal-first workflow
  • How to record journal entries: added
  • Reporting version control stats: added
  • Moved regression bounty info from the issue tracker to Developer docs > REGRESSIONS.

• Updated:

  • Checking for errors
  • Common workflows
  • Ledger
  • Simon's old setup
  • Videos
  • All docs now use the cli class instead of shell for command-line examples, avoiding inaccurate highlighting.

Infrastructure

• hledger.org website:

  • Fixed the webhook that was not updating the site on git push.

  • Fixed a problem with cloudflare authentication that was preventing automatic TLS certificate renewal on hledger.org.

  • Updated and committed hledger.org's caddy config and short urls (redirects)

  • Enabled https for code.hledger.org and site.hledger.org short urls.

  • Updated the stars.hledger.org redirect (we have reached the top 30 github-starred Haskell projects 🌟 🎉).

  • Set up a self-hosted Sandstorm server, and a public hledger-web instance (sandbox.hledger.org) in it that is fully writable (until spammers find it). Use it as a pastebin for examples, eg.

• Github CI (continuous integration) workflows have been optimised somewhat:

  • Scheduled weekly builds have been disabled, as they were propagating to forks and running wastefully there in some cases.

  • Some repeated rebuilding of the hledger-lib and hledger packages that seems unnecessary has been stopped.

  • hledger-ui no longer builds its modules twice.

  • Haddock testing now done only at release time.

  • renamed main CI workflow and branch to "ci"

• Tools:

  • .ghci: added an :rmain alias, which is like :main but reloads first - saves typing, and is useful eg when changing --debug level.

  • make haddock-watch is now fast

Finance

• Updated project finance scripts, regenerated the journal with consistent precisions.

• Updated reports with the last few months of data from Open Collective.

credits 1.32

Simon Michael, Jonathan Dowland, S. Zeid, Charlie Ambrose, Jacob Weisz, Peter Sagerson, Philipp Klocke, Stephen Morgan, bobobo1618.

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.32/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

1. Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

2. Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.32/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

3. Ensure a default journal file exists, and without a problematic encoding. (Not sure why "ascii" is needed here - hledger likes utf8 and understands utf8 BOM headers.. but the state of our unicode support on Windows is really unknown, your input welcome.)

out-file -append -encoding ascii $HOME/.hledger.journal

Once that journal file exists, you can start hledger-web by double-clicking on the icon if you wish.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

More tolerant equity/cost matching; print amounts in original style; multi-pivot.

hledger 1.31

Features

• Multi-pivot: the --pivot option now accepts multiple arguments, colon-delimited, to construct account names from multiple fields. (#2050, Eric Mertens)

Improvements

• The print command now more closely replicates the original journal amount styles, which is helpful when round-tripping / cleaning up journal files:

  • Amounts in conversion transactions could be displayed rounded to a lower precision; this no longer happens. (#2079)

  • Amounts could be displayed with extra zeros after the decimal mark; this no longer happens.

  • Amounts could display with a different precision if the journal included a timedot file; this no longer happens.

  • Costs in balance assertions were not displayed with standard styles like other amounts; now they are.

  • Zero amounts were always shown as just "0"; now they are shown with their original commodity symbol and style. (And if an inferred amount has multiple zeros in different commodities, a posting is displayed for each of these.)

• print no longer displays numbers with a single digit group mark and no decimal mark, which are ambiguous and hard to re-parse. Now if a number has digit group marks the decimal mark will always be shown also. Eg 1,000 (where the comma is a thousands separator) is now shown as 1,000..

• The check command's balancedwithautoconversion and balancednoautoconversion checks have been renamed to autobalanced and balanced.

• hledger check recentassertions now reports failures at the first posting that's more than 7 days later than the latest balance assertion (rather than at the balance assertion). This is the thing actually triggering the error, and it is more likely to be visible or at least closer when you are working at the end of a journal file.

  Also, the suggested sample balance assertion now uses the same commodity symbol as in the failing posting (the first, if there are more than one); and, no longer includes a cleared mark.

• The import command now shows the file path being imported to.

• With --pivot, desc is now the preferred spelling for pivoting on description.

• The demo command now ignores an invalid journal file, like the other HELP commands.

• Debug output for equity conversion postings has been improved, making troubleshooting easier.

• Allow aeson 2.2, megaparsec 9.5.

Fixes

• In journal files, valid multicommodity transactions where the matching non-equity postings can't be auto-detected are no longer considered an error (as they were in hledger 1.29 and 1.30). Now, such transactions are accepted, and --infer-cost has no effect on them. This is similar to the behaviour of --cost, --infer-equity, and --infer-market-prices. (#2045)

• In journal files, equity conversion postings are now detected more tolerantly, using the same precision as the conversion posting's amount (#2041). Eg, the following transaction is now accepted:

  2023-01-01
      Assets               -84.01 USD @ 2.495 GEL
        ; ^ 209.60495 GEL, recognised as a match for the 209.60 below
      Equity:Conversion     84.01 USD
      Equity:Conversion   -209.60 GEL
      Assets               209.60 GEL
  

• The roi command now reports TWR per period and overall TWR for multi-period reports. (#2068, Dmitry Astapov)

• The commands list no longer shows bar when hledger-bar is not installed (#2065), and had a few other cleanups.

hledger-ui 1.31

Improvements

• Allow megaparsec 9.5

hledger-web 1.31

Improvements

• Allow aeson 2.2, megaparsec 9.5

project changes 1.31

Scripts/addons

• ft, tt shell scripts for collecting financial and time reports

• A justfile implementation of ft and tt

Examples

• self-tracking

• RPG ledger (Eric Mertens)

Docs

Infrastructure

• tools, CI: checkembeddedfiles, checkversions

• Shake: avoid making empty commits

• make functest-PAT: runs a subset of functional tests

• Provide a ghc-tags.yaml file to make use of ghc-tags with Hledger easy.

  ghc-tags is a standalone tool to replace the formerly-built-in ":ctags" feature (and I presume ":etags") in GHCi. These walked over the source and produced a TAGS file (in vim-compatible ctags or Emacs-compatible etags format) that allows the relevant editors to quickly navigate around function definitions.

  ghc-tags trips over some of the CPP used in Hledger. The solution is to provide ghc-tags with explicit CPP defines via a YAML file. However, if a YAML file is provided, one also must specify the source paths, as the tool XORs config file | paths-on-command-line.

  See https://github.com/arybczak/ghc-tags/issues/6 for more information. (Jonathan Dowland)

credits 1.31

Simon Michael, Dmitry Astapov, Eric Mertens, Jay Neubrand, Jonathan Dowland.

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.31/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.31/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

1. Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

2. Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.31/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

3. Ensure a default journal file exists, and without a problematic encoding. (Not sure why "ascii" is needed here - hledger likes utf8 and understands utf8 BOM headers.. but the state of our unicode support on Windows is really unknown, your input welcome.)

out-file -append -encoding ascii $HOME/.hledger.journal

Once that journal file exists, you can start hledger-web by double-clicking on the icon if you wish.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

Boolean queries, easier CSV file management, built-in demos, hledger-ui cash accounts screen, fixes.

hledger 1.30

Breaking changes

• The CSV reader now properly skips all empty lines, as specified by docs. Previously, inner empty lines were not being skipped automatically. You might need to adjust the skip count in some CSV rules files. (#2024)

• Timedot format now generates a single multi-posting transaction per date line, and supports comments and tags on all lines. (#1754)

• Timeclock format now supports comments and tags. Descriptions can no longer contain semicolons. (#1220)

Features

• CSV rules files can now be read directly, as in hledger -f foo.csv.rules CMD. By default this will read data from foo.csv in the same directory.

• CSV rules files can use a new source FILE rule to specify the data file, with some convenience features:

  • If the data file does not exist, it is treated as empty, not an error.

  • If FILE is a relative path, it is relative to the rules file's directory. If it is just a file name with no path, it is relative to ~/Downloads/.

  • If FILE is a glob pattern, the most recently modified matched file is used.

  This helps remove some of the busywork of managing CSV downloads. Most of your financial institutions's default CSV filenames are different and can be recognised by a glob pattern. So you can put a rule like source Checking1*.csv in foo-checking.csv.rules, periodically download CSV from Foo's website accepting your browser's defaults, and then run hledger import checking.csv.rules to import any new transactions. The next time, if you have done no cleanup, your browser will probably save it as something like Checking1-2.csv, and hledger will still see that because of the * wild card. You can choose whether to delete CSVs after import, or keep them for a while as temporary backups, or archive them somewhere. (Experimental)

• The balance command has a new --count report type which reports posting counts instead of amounts.

• Full boolean queries, allowing arbitrary use of AND, OR, NOT (case insensitive) and parentheses for grouping, are now supported. For backward compatibility, these require an expr: prefix. Existing queries work as before, and you can mix and match the old and new styles if you like. (Chris Lemaire)

• demo: This new command plays brief asciinema screencasts explaining various features and use cases. We will add more of these over time. (Experimental)

Improvements

• Add-on commands can now have .js, .lua, or .php file extensions.

• Generated and modified transactions and postings have the same hidden tags (beginning with underscore) as before, but no longer have visible tags added by default. Use --verbose-tags if you want them added.

• We now try harder to ensure less (and its more mode) show our ANSI formatting properly in help output. If you use some other $PAGER, you may have to configure it yourself to show ANSI (or disable ANSI entirely, eg by setting NO_COLOR=1). This is now documented in hledger manual > Paging. (#2015)

• The print command's --match mode has been refined. Previously, similarity completely outweighed recency, so a slightly-more-similar transaction would always be selected no matter how old it was. Now similarity and recency are more balanced, and it should produce the desired transaction more often. There is also new debug output (at debug level 1) for troubleshooting.

• Miscellaneous commands list updates. Help has been added for all published add-on commands (like hledger-lots).

• The help command's documentation now mentions an issue caused by a too-old info program, as on mac. (#1770)

Fixes

• Unbalanced virtual postings with no amount always infer a zero amount. This is fixing and clarifying the status quo; they always did this, but print always showed them with no amount, even with -x, and the behaviour was undocumented.

• On windows systems with multiple drive letters, the commands list could fail to show all installed add-ons. (#2040)

• Balancing a transaction with a balance assignment now properly respects costs. (#2039)

• The commands list no longer lists non-installed addons. (#2034)

• Since hledger 1.25, "every Nth day of month" period rules with N > 28 could be calculated wrongly by a couple of days when given certain forecast start dates. Eg ~ every 31st day of month with --forecast='2023-03-30..'. This is now fixed. (#2032)

• Postings are now processed in correct date order when inferring balance assignments. (#2025)

• Posting comment lines no longer disrupt the underline position in error messages. (#1927)

• Debug output is now formatted to fit the terminal width.

Docs

• Miscellaneous manual cleanups.

• Rewrite introductory sections, Date adjustment, Directives, Forecasting, etc.

• Add Paging section.

• Remove archaic mentions of setenv.

API

• Renamed: Hledger.Cli.Commands: findCommand -> findBuiltinCommand

hledger-ui 1.30

Features

• A "Cash accounts" screen has been added, showing accounts of the Cash type.

Improvements

• The top-level menu screen is now the default screen. Power users can use the --cash/--bs/--is/--all flags to start up in another screen.

• "All accounts" screen has been moved to the bottom of the list.

• Screens' help footers have been improved.

Docs

• The transaction screen's inability to update is now noted.

• Miscellaneous manual cleanups.

hledger-web 1.30

Fixes

• A command line depth limit now works properly. (#1763)

Docs

• Miscellaneous manual cleanups.

project changes 1.30

Scripts/addons

• hledger-bar: new script for making simple bar charts in the terminal

• hledger-install: also list cabal, stack, pip tool versions

Examples

• examples/csv: added a more up-to-date CSV makefile

• examples/i18: Added sample top level account and type declarations in several languages

Docs

• A shorter, more example-heavy home page on the website.

• Simplified website and FAQ structure.

credits 1.30

Simon Michael, Chris Lemaire, Yehoshua Pesach Wallach.

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.30/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.30/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

1. Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

2. Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.30/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

3. Ensure a default journal file exists, and without a problematic encoding. (Not sure why "ascii" is needed here - hledger likes utf8 and understands utf8 BOM headers.. but the state of our unicode support on Windows is really unknown, your input welcome.)

out-file -append -encoding ascii $HOME/.hledger.journal

Once that journal file exists, you can start hledger-web by double-clicking on the icon if you wish.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

hledger 1.29.2

Breaking changes

• 1.29's cleanup of the close command has been continued. Here are all the changes to close since hledger 1.28:

  • The default behaviour is now to print only one transaction: a closing transaction.

  • To print both closing and opening transactions as before, use the new --migrate flag.

  • The accounts closed by default are now just the ALE accounts (accounts declared or inferred as type Asset, Liability, or Equity). If you don't have account types configured, or to close some other set of accounts, provide query arguments that match them. To close all accounts as before, use a . argument to match them all.

  • To print a retain earnings transaction for RX accounts (accounts of type Revenue or Expense), use the new --retain flag.

  • The equity command alias, removed in 1.29, has been restored.

  • The --open-acct option, removed in 1.29, has been restored.

  • The --closing and --opening flags have been renamed to --close and --open. (--close had been removed in 1.29 and is now restored.)

  • The docs have been rewritten. Also the 1.29 release notes now mention the breaking change.

  • The command is marked experimental again.

  (#2020)

Fixes

• type: queries now "see through" account aliases and pivots, as they did in hledger <1.27, and as acct: queries do. (#2018)

• The corruption in 1.29's info manual is fixed. (#2023)

• The 1.29 release notes for periodic reports'/periodic transactions' start dates have been improved. Also the hledger manual's "Date adjustment" section has been corrected and clarified.

hledger-ui 1.29.2

Improvements

• A pager is used to show --help output when needed, as in hledger.

Fixes

• The corruption in 1.29's info manual is fixed. (#2023)

hledger-web 1.29.2

Improvements

• A pager is used to show --help output when needed, as in hledger.

Fixes

• The corruption in 1.29's info manual is fixed. (#2023)

project changes 1.29.2

Scripts/addons

• hledger-install: re-enable hledger-interest, hledger-iadd; add hledger-lots

credits 1.29.2

Simon Michael

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.2/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.2/hledger-mac-x64.zip
unzip hledger-mac-x64.zip; tar xvf hledger-mac-x64.tar; rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.29.2/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

And ensure a default journal file exists:

out-file -append -encoding ascii $HOME/.hledger.journal

Problems:

• Starting hledger/hledger-web by double-clicking their icon won't work; run them from a cmd or powershell window instead.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

hledger 1.29.1

Improvements

• Hledger.Cli.Script now also exports

   Control.Applicative
   Control.Concurrent
   Data.Char
   Data.Functor
   System.IO
   System.IO.Error
  

  and new string helpers

   strip1Char
   stripBy
   strip1By
  

• Allow building with GHC 9.6.1 (#2011)

Fixes

• The stats report no longer displays "Exact" in front of dates. (#2012)

Docs

• remove duplicate in hledger close docs (Yehoshua Pesach Wallach)

hledger-ui 1.29.1

• Allow building with GHC 9.6.1 (#2011)

hledger-web 1.29.1

• Allow building with GHC 9.6.1 (#2011)

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-mac-x64.zip
unzip hledger-mac-x64.zip && tar xvf hledger-mac-x64.tar && rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

And ensure a default journal file exists:

out-file -append -encoding ascii $HOME/.hledger.journal

Problems:

• Starting hledger/hledger-web by double-clicking their icon won't work; run them from a cmd or powershell window instead.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

hledger 1.29.1

Improvements

• Hledger.Cli.Script now also exports

   Control.Applicative
   Control.Concurrent
   Data.Char
   Data.Functor
   System.IO
   System.IO.Error
  

  and new string helpers

   strip1Char
   stripBy
   strip1By
  

• Allow building with GHC 9.6.1 (#2011)

Fixes

• The stats report no longer displays "Exact" in front of dates. (#2012)

Docs

• remove duplicate in hledger close docs (Yehoshua Pesach Wallach)

hledger-ui 1.29.1

• Allow building with GHC 9.6.1 (#2011)

hledger-web 1.29.1

• Allow building with GHC 9.6.1 (#2011)

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-mac-x64.zip
unzip hledger-mac-x64.zip && tar xvf hledger-mac-x64.tar && rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.29.1/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

And ensure a default journal file exists:

out-file -append -encoding ascii $HOME/.hledger.journal

Problems:

• Starting hledger/hledger-web by double-clicking their icon won't work; run them from a cmd or powershell window instead.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.

Tag checking, flexible multi-period start dates, flexible cost/conversion posting combining, new commands list, hledger manual reorg, easier close command, 10% more Ledger file compatible

hledger 1.29

Breaking changes

• Weekly reports are no longer automatically adjusted to start on a monday; in some cases you might need to adjust their start date to preserve simple week headings (see below).

Features

• In journal format there is now a tag directive for declaring tag names, and the check command now has a tags check to enforce use of declared tag names.

• Periodic transactions and multi-period reports can now start on any date. To enable this while still maintaining pretty good backward compatibility, hledger now treats inferred dates, and dates where the day is unspecified, as "flexible" (which can be automatically adjusted to interval boundaries), and dates specified to the day as "exact" (which can not). Eg:

  • A periodic rule like ~ monthly from 2023-01-15 now works as you'd expect instead of raising an error. This also improves our ability to read Ledger files.

  • Period options like -p 'monthly from 2023/1/15' or -M -b 2023/1/15 now start the report on exactly 1/15 instead of being adjusted to 1/1.

  Note: periods using in may look partial but are considered to specify exact dates. So weekly reports such as -p 'weekly in 2023-01', which previously were adjusted to start on a monday, will now start exactly on 2023-01-01. This can also cause more verbose column headings. To guarantee simple week headings, you must now start such reports exactly on a monday, eg -p 'weekly from 2022-12-26 to 2023-02'. (#1982)

• You can now freely combine @/@@ costs and conversion postings in a single transaction. This can help readability, and also allows more flexibility when recording cost. hledger will check that the two notations are in agreement, and ignore the redundancy if they are. (Conversion postings are postings to accounts with type V/Conversion or name equity:conversion/equity:trade/equity:trading, or subaccounts of these. See also COST.)

Improvements

• hledger's commands list has been reorganised for clarity. More add-on commands are now recognised and categorised, and unrecognised add-on commands are listed in a more compact multi-column layout. (Simon Michael, Michael Grünewald)

• hledger's commands list and command line help now use ANSI (bold headings) when supported.

• hledger's commands list and command line help now use a pager (respecting $PAGER) for long output except on MS Windows.

• hledger's --version output no longer shows + for dev builds made in dirty repos (it was buggy).

• The add command's Description completions now also include payee names (declared with payee or recorded in transactions with |), not just full descriptions.

• aregister now supports HTML output. (#1996) (Jonathan Dowland)

• aregister now shows a " (matching query)" hint in report title when extra query args (other than date: or depth:) are used, to reduce confusion.

• close now has three modes, --retain/--migrate/--open, clarifying its uses and providing more useful defaults.

• register-match is now the --match mode of the register command. (This command was used by ledger-autosync at one point; if you still need it, hopefully register --match works similarly.)

• print-unique has been dropped, because it doesn't support print's options, it disorders same-day transactions, I don't know of any users or use cases, and it could easily be recreated as an addon script.

• print's JSON output now also includes source positions for --forecast transactions. (Chris Lemaire)

• Journal format now allows the empty commodity symbol to be written as "", so it's now possible to declare market prices for it: P 2022-01-01 "" $100. This can be useful for timedot data.

• Inferring costs from equity now happens after transaction balancing, not before. As a result, --infer-costs now works in transactions where an amount is left blank.

• account declarations now reject parenthesised account names, reducing confusion. (Chris Lemaire)

• Our journal reader now accepts more Ledger syntax, improving Ledger file compatibility (#1962). We now test our ability to at least read the sample journals from Ledger's baseline functional tests, and our success rate has improved from 80% to 90% since 1.28.

  • since is accepted as synonym of from in period expressions
  • apply year and year are accepted as synonyms of Y
  • (lot notes) in amounts and ((valuation expressions)) after amounts are now ignored
  • directives A, assert, bucket, capture, check, define, expr, eval, python, value, apply fixed, apply tag, end apply fixed, end apply tag, end apply year are now ignored
  • subdirectives of payee, tag, and commodity (other than format) are now ignored
  • pop directive is no longer supported

• When reading CSV, we now check that assigned account names are valid (parseable). (#1978)

Fixes

• aregister now handles an extra account query correctly. (#2007)

• balance's --help now mentions --layout=tidy

• Balance commands with --layout=bare now generate proper table layout in HTML output.

• register's -w/--width option no longer gives ugly parse error messages.

• stats's --help no longer wrongly claims to support -O/--output-format.

• Balance assignments with a cost now generate a correct balance assertion. (#1965)

• The CSV reader now properly skips header lines before attempting to parse records. (#1967)

Scripts/addons

• Scripts can now use Hledger.Cli.Script, a convenient new prelude which helps reduce import boilerplate. It currently re-exports:

  Control.Monad
  Data.Either
  Data.List
  Data.Maybe
  Data.Ord
  Data.Time
  Text.Printf hiding (formatString)
  Data.Text (Text, pack, unpack)
  Safe hiding (at)
  System.Directory
  System.Environment
  System.Exit
  System.FilePath
  System.Process
  Hledger
  Hledger.Cli
  Hledger.Cli.Main (argsToCliOpts)
  

  (Not much of Data.Text/Data.Text.IO because those need to be qualified.)

Docs

• chunk the hledger manual into parts, rename and rearrange sections for better structure/flow
• add a cheatsheet demonstrating all the main journal features that I recommend
• move a number of my not-so-recommended journal features into a less visible "Other syntax" section
• add: payees/descriptions completion
• areg: more advice on account-matching
• bal: --budget: clarify use of print --forecast
• bal: budget: compare with forecasting; add some tips
• balance cleanups/reorder
• check: adjacentconversionpostings was dropped
• cli: balance: fix link to Budgeting page
• cli: fix all links to Journal > Tags / Commands > tags
• codes: improve example suggested by Rob Nielsen
• csv, timeclock, timedot: clarify comment lines (#1953)
• csv: add new coinbase example
• csv: clarify amount-in/amount-out docs (#1970)
• csv: clarify skip/valid csv semantics (#1967)
• csv: clarify valid CSV requirements and issues (fix #1966)
• csv: cleanup, reorder, CSV rules tips -> Working with CSV
• csv: fix wrong if tables doc; rewrite several sections (#1977)
• csv: flatten, clean up CSV sections
• csv: improve Amount field / Setting amounts
• csv: note -in and -out are used together for one posting (#1970)
• csv: rules factoring tips
• csv: try to clarify how CSV fields and hledger fields work
• document --infer-market-prices with signed costs (#1870)
• fix duplicate market prices heading breaking info navigation
• import: note a pitfall with multifile import
• improve Directives summaries
• introduction/input/output improvements
• journal: cheatsheet: clarify date tag
• journal: rewrite Account names, mention brackets/parentheses (#1915)
• mention pivoting on a tag with multiple values (#1950)
• more cost notation docs; describe Ledger and Beancount cost notation
• more mention of posting order effect on inferring cost (#1959)
• period expressions doc updates
• Removed redundant paragraph in documentation. (J. B. Rainsberger)
• rename directive sections, fix many links
• reorganise commands list, like the CLI
• reorganise bin/README & the Scripts page, add entries for recent scripts
• replace "transaction prices" terminology with "costs"
• tags: discuss multi-values/overriding (#1950)
• update market price inference docs per sol
• Updated section on pivoting. Used synonyms for "member" in cases where there could be confusion with the tag named "member." (Robert Nielsen)
• use more standard and consistent boilerplate in hledger, ui, web man pages
• virtual postings: improve wording per Robert Nielsen

hledger-ui 1.29

• In the help dialog, mention that LEFT shows other screens.

• In the manual, mention shift-up/down config needed for Terminal.app.

hledger-web 1.29

• The add form's typeahead now shows non-ascii text correctly. (#1961) (Arsen Arsenović)

• In the manual, improve --base-url's description. (#1562)

project changes 1.29

Scripts/addons

• hledger-script-example.hs: rename/cleanup
• sortandmergepostings: new, sorts postings and merges duplicates (Caleb Maclennan, Murukesh Mohanan)
• hledger-register-max: new, prints the posting with largest historical balance
• hledger-git: record shows better error output, no longer force-adds ignored files
• hledger-git: status is fixed, also shows diffs
• hledger-git: add short command aliases r, s, l
• hledger-git: -h is fixed
• hledger-git: pass unrecognised commands to git
• hledger-install: also install hledger-edit, hledger-plot
• hledger-install: add support for installing python packages
• hledger-install: show quieter stack/cabal output
• hledger-install: align install status list
• hledger-install: don't list hledger-install.sh in PATH
• hledger-install: drop hledger-iadd for now https://github.com/hpdeifel/hledger-iadd/issues/71

Docs

• move most dev docs to doc/
• Scripting hledger: move plugin types table here
• Scripts: add hledger-plot, hledger-edit, hledger-fifo (Yann Büchau, Simon Michael)
• update lots mockups, move to Mockups page
• split Contributor Guide into Contributor Quick Start, LINKS, ISSUES
• add REPOS, FILES, DECISIONS
• CREDITS: updates, link to github contributors list

Infrastructure

• pr template: mention COMMITS page and prefix convention (#1997)
• make ghc 9.4 and current stackage nightly the default for dev builds
• require megaparsec 9.3+ in dev builds, for its useful dbg tool
• make site-watch: fix runaway recursion, be more verbose
• new make rules: man-watch
• new tools: ciwatch, push, pushdocs, gtree
• misc process updates

credits 1.29

Simon Michael, Chris Lemaire, Caleb Maclennan, Jonathan Dowland, J. B. Rainsberger, Michael Grünewald, Robert Nielsen, Yann Büchau.

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29/hledger-linux-x64.zip   # can rerun if interrupted
unzip hledger-linux-x64.zip; tar xvf hledger-linux-x64.tar; rm hledger-linux-x64.{zip,tar}        # github workaround, preserves permissions
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.29/hledger-mac-x64.zip
unzip hledger-mac-x64.zip && tar xvf hledger-mac-x64.tar && rm hledger-mac-x64.{zip,tar}              # github workaround, preserves permissions
open .
# for the hledger, hledger-ui, hledger-web icons: right-click, Open, confirm it's ok to run
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

In a powershell window (press Windows-r, type powershell, press enter),

Make a place to keep hledger binaries, and add it to your PATH; this makes running hledger easier. You only need to do this once, not for every release:

mkdir -force $HOME\bin >$null
$ENV:PATH += ";"+$HOME+"\bin"
[Environment]::SetEnvironmentVariable("Path", [Environment]::GetEnvironmentVariable("Path", [EnvironmentVariableTarget]::User)+";"+$HOME+"\bin", [EnvironmentVariableTarget]::User)

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.29/hledger-windows-x64.zip -OutFile hledger-windows-x64.zip
Expand-Archive hledger-windows-x64.zip -DestinationPath .
rm hledger-windows-x64.zip
cd $HOME
hledger --version           # should show the new version

And ensure a default journal file exists:

out-file -append -encoding ascii $HOME/.hledger.journal

Problems:

• Starting hledger/hledger-web by double-clicking their icon won't work; run them from a cmd or powershell window instead.

• click hledger-windows-x64.zip below
• choose Open with Windows Explorer, OK
• click Extract all files
• choose a destination folder - ideally one that appears in echo %PATH%, like C:\Windows (though that one will require administrator permission); otherwise, your home directory (C:\Users\YOURNAME)
• check "Show extracted files when complete"
• click Extract, wait for the destination folder to open
• find the hledger, hledger-web icons (if you extracted to \Windows, you'll need to scroll down)
• for each icon: double-click, uncheck "Always ask before opening this file", click Run
• close those Explorer windows
• open a command window (press Windows-r, type CMD, press enter)
• hledger --version should show the new version
• echo # >> .hledger.journal to ensure a default journal file exists. (Important: the doubled >> is needed to avoid overwriting existing data.)

Problems:

• Starting hledger by double-clicking its icon won't work because it needs arguments; run it from the command window instead.
• Starting hledger-web by double-clicking its icon may fail eg because Explorer's command window is too small; configure that to be larger, or run hledger-web from a command window instead.
• hledger or hledger-web may fail to run if there is not enough memory available.