Releases · simonmichael/hledger

02 Jun 01:48

simonmichael

1.30

94fe8b2

1.30

Release notes (https://hledger.org/release-notes.html#hledger-1-30)

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.

Install

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.30:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.30

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

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

Mac on 64-bit Intel

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

Windows 64-bit Intel (or ARM, using emulation)

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/1.30/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

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.

Windows 7 on 64-bit Intel

click hledger-windows-x64....

Assets 5

08 Apr 00:10

simonmichael

1.29.2

160e48e

1.29.2

Release notes (https://hledger.org/release-notes.html#hledger-1-29-2)

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

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.29.2:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.29.2

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

At the command line,

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

Mac on 64-bit Intel

In a terminal window,

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

Windows on 64-bit Intel

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.

Windows 7 on 64-bit Intel, using Firefox

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.

Next steps

Getting Started

Assets 5

17 Mar 02:57

simonmichael

1.29.1

c77cd87

1.29.1

Release notes (https://hledger.org/release-notes.html#hledger-1-29)

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)

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.29.1:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.29.1

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

At the command line,

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

Mac on 64-bit Intel

In a terminal window,

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

Windows on 64-bit Intel

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.

Windows 7 on 64-bit Intel, using Firefox

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.

Next steps

Getting Started

Assets 5

11 Mar 23:52

simonmichael

1.29

7c77c42

1.29

Release notes (https://hledger.org/release-notes.html#hledger-1-29)

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...

Assets 5

01 Dec 18:07

simonmichael

1.28

6e130a4

1.28

Release notes (https://hledger.org/release-notes.html#hledger-1-28)

new hledger-ui screens, better debug output;
accounts, print, csv-reading improvements;
new hledger-move, watchaccounts scripts

hledger 1.28

Features

The accounts command has new flags: --undeclared (show accounts used but not declared),
--unused (show accounts declared but not used), and --find (find the first account
matched by the first command argument, a convenience for scripts).
Also -u and -d short flags have been added for --used and --declared.
A new CSV rule intra-day-reversed helps generate transactions in correct order
with CSVs where records are reversed within each day.
CSV rules can now correctly convert CSV date-times with a implicit or explicit timezone
to dates in your local timezone. Previously, CSV date-times with a different time zone
from yours could convert to off-by-one dates, because the CSV's timezone was ignored.
Now,
1. When a CSV has date-times with an implicit timezone different from yours,
  you can use the timezone rule to declare it.
2. CSV date-times with a known timezone (either declared by timezone
  or parsed with %Z) will be localised to the system timezone
  (or to the timezone set with the TZ environment variable).
(#1936)

Improvements

print --match now respects -o and -O.
print --match now returns a non-zero exit code when there is no acceptable match.
Support megaparsec 9.3. (Felix Yan)
Support GHC 9.4.

Fixes

In CSV rules, when assigning a parenthesised account name to accountN,
extra whitespace is now ignored, allowing unbalanced postings to be detected correctly.

Scripts/addons

bin/hledger-move helps record transfers involving subaccounts and costs,
eg when withdrawing some or all of an investment balance containing many lots and costs.
bin/hledger-git no longer uses the non-existent git record command.
(#1942) (Patrick Fiaux)
bin/watchaccounts is a small shell script for watching the account tree as you make changes.

hledger-ui 1.28

Features

New "Balance sheet accounts" and "Income statement accounts" screens have been added,
along with a new top-level "Menu" screen for navigating between these and the
"All accounts" screen.
hledger-ui now starts in the "Balance sheet accounts" screen by default
(unless no asset/liability/equity accounts can be detected,
or command line account query arguments are provided).
This provides a more useful default view than the giant "All accounts" list.
Or, you can force a particular starting screen with the new --menu/--all/--bs/--is flags
(eg, hledger-ui --all to replicate the old behaviour).

Improvements

The ENTER key is equivalent to RIGHT for navigation.
hledger-ui debug output is now always logged to ./hledger-ui.log rather than the console,
--debug with no argument is equivalent to --debug=1,
and debug output is much more informative.
Support GHC 9.4.
Support megaparsec 9.3 (Felix Yan)
Support (and require) brick 1.5, fsnotify 0.4.x.

Fixes

Mouse-clicking in empty space below the last list item no longer navigates
back. It was too obtrusive, eg when you just want to focus the window.
You can still navigate back with the mouse by clicking the left edge of the window.
A possible bug with detecting change of date while in --watch mode has been fixed.

API

hledger-ui's internal types have been changed to allow fewer invalid states
and make it easier to develop and debug.
(#1889, #1919).
Debug logging helpers have been added and cleaned up in Hledger.Ui.UIUtils:
dbgui
dbguiIO
dbguiEv
dbguiScreensEv
mapScreens
screenId
screenRegisterDescriptions

hledger-web 1.28

Improvements

--debug with no argument is now equivalent to --debug=1.
Allow megaparsec 9.3 (Felix Yan)
Support GHC 9.4

project changes 1.28

Docs

Miscellaneous improvements.

Examples

Indian National Pension Service CSV rules (Pranesh Prakash)

Infrastructure

make site-watch: switch from entr to watchexec.
make hoogle-setup, hoogle-serve: run a local hoogle on hledger code.
make man-watch-PROG: watch a hledger program's man page as source files change.

credits 1.28

Simon Michael, Felix Yan, Patrick Fiaux.

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.28:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.28

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.28/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

Mac on 64-bit Intel

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.28/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

Windows on 64-bit Intel

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/1.28/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.

Windows 7 on 64-bit Intel, using Firefox

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.

Next steps

Getting Started

Assets 5

18 Sep 19:43

simonmichael

1.27.1

aa327b7

1.27.1

Release notes (https://hledger.org/release-notes.html#hledger-1-27-1)

2022-09-18 hledger-1.27.1

hledger 1.27.1

Fixes

Balance commands using -T -O html no longer fail with an error
when there is no data to report.
(#1933)

hledger-ui 1.27.1

Uses hledger-1.27.1

hledger-web 1.27.1

Fixes

The add form no longer gives an error when there is just a single file and no file field showing.
(#1932)
Uses hledger-1.27.1

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.27.1:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.27.1

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.27.1/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

Mac on 64-bit Intel

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.27.1/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

Windows on 64-bit Intel

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/1.27.1/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.

Windows 7 on 64-bit Intel, using Firefox

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.

Next steps

Getting Started

Assets 5

02 Sep 00:01

simonmichael

1.27

a0be6c2

1.27

Release notes (https://hledger.org/release-notes.html#hledger-1-27)

2022-09-01 hledger-1.27

Infer costs from equity postings, new error checks, improved error messages, fixes.

hledger 1.27

Features

hledger check recentassertions (and flycheck-hledger in Emacs if
you enable this check) requires that all balance-asserted accounts
have a balance assertion within 7 days before their latest posting.

This helps remind you to not only record transactions, but also to
regularly check account balances against the real world, to catch
errors sooner and avoid a time-consuming hunt.
The --infer-costs general flag has been added, as the inverse
operation to --infer-equity. --infer-costs detects commodity
conversion transactions which have been written with equity
conversion postings (the traditional accounting notation) and adds
PTA cost notation (@@) to them (allowing cost reporting).
See https://hledger.org/hledger.html#equity-conversion-postings .
(Stephen Morgan)

Improvements

Many error messages have been improved. Most error messages now use
a consistent, more informative format.
(#1436)
The accounts command has a new --directives flag which makes it
show valid account directives which you can paste into a journal.
The accounts command has a new --positions flag which shows where
accounts were declared, useful for troubleshooting.
(#1909)
Bump lower bounds for Diff and githash. (Andrew Lelechenko)
GHC 8.6 and 8.8 are no longer supported. Building hledger now
requires GHC 8.10 or greater.

Fixes

Account display order is now calculated correctly even when accounts
are declared in multiple files.
(#1909)
At --debug 5 and up, account declarations info is logged.
(#1909)
hledger aregister and hledger-ui now show transactions correctly
when there is a type: query.
(#1905)
bal: Allow cumulative gain and valuechange reports.
Previously, --cumulative with --gain or --valuechange would produce an
empty report. This fixes this issue to produce a reasonable report.
(Stephen Morgan)
bal: budget goal amounts now respect -c styles (fixes #1907)
bal: budget goals now respect -H (#1879)
bal: budget goals were ignoring rule-specified start date
cf/bs/is: Fixed non-display of child accounts when there is an
intervening account of another type.
(#1921) (Stephen Morgan)
roi: make sure empty cashflows are skipped when determining first cashflow (Charlotte Van Petegem)
Empty cashflows are added when the begin date of the report is before the first
transaction.

Scripts/addons

https://hledger.org/scripts.html - an overview of scripts and addons in bin/.
paypaljson, paypaljson2csv - download txns from paypal API
hledger-check-postable.hs - check that no postings are made to accounts with a postable:(n|no) tag
hledger-addon-example.hs - script template

hledger-ui 1.27

Improvements

At --debug=2 and up, log debug output to ./debug.log.
Use/require brick 1.0+. (#1889)
Use hledger 1.27

hledger-web 1.27

Improvements

Improve the add form's layout and space usage.
Pre-fill the add form's date field.
Highlight today in the add form's date picker.
Focus the add form's description field by default.
Allow an empty description in the add form.
Use hledger 1.27

Fixes

Respect the add form's file selector again.
(Simon Michael, Kerstin, #1229)

project changes 1.27

Docs

https://hledger.org/ERRORS.html - an overview of hledger's error messages.
Rewrite/consolidate cost and conversion docs.
New template for github releases, with improved install instructions for binaries.
Add modern windows binary install instructions. (Lazar Lazarov, Simon Michael)
Fix tables of contents in developer documentation. (Alex Hirzel)
Update ACHIEVEMENTS. (Alex Hirzel)
Corrected the extension for the CREDITS file. (Pranesh Prakash)
Fix broken link in bin/README.md. (David D Lowe)

Examples

Add example for capital one credit cards CSV. (max thomas)

Process

Revive github projects, set up http://projects.hledger.org shortcut url
Many cleanups and improvements to the CI test and binary-generating
github actions. The CI tests for master now also include
hledger-lib's doctests.
All packages now disallow name shadowing in their code.
make scc gives a modern report of code line counts.
make ghci-unit-test loads hledger-lib unit tests in GHCI.

credits 1.27

Simon Michael,
Stephen Morgan,
Alex Hirzel,
Pranesh Prakash,
David D Lowe,
Charlotte Van Petegem,
Max Thomas,
Andrew Lelechenko.

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.27:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.27

Or, if under "Assets" below there are release binaries suitable for your OS and hardware, you can use those.

Here are platform-specific instructions for the release binaries.
(You can copy & paste each block of commands as a unit to save time.):

GNU/Linux on 64-bit Intel

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.27/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

Mac on 64-bit Intel

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.27/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

Windows on 64-bit Intel

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/1.27/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.

Windows 7 on 64-bit Intel, using Firefox

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.

Next steps

Getting Started

Assets 5

11 Jul 09:35

simonmichael

1.26.1

0b6cc93

1.26.1

Release notes (https://hledger.org/release-notes.html#hledger-1-26-1)

hledger 1.26.1

require safe 0.3.19+ to avoid deprecation warning

hledger-ui 1.26.1

support doclayout 0.4, brick 0.72+
require safe 0.3.19+ to avoid deprecation warning

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.26.1:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.26.1

Or, if there are release binaries below suitable for your OS and hardware, you can use those.
Note: release binaries have been updated:

2022-07-31: binaries have been generated with commit b0822c9, slightly newer than the 1.26.1 tag
to avoid a GHC bug. #1900

Here are some approximate per-platform instructions. (You can copy & paste each block of commands as a unit, to save time.)

GNU/Linux on 64-bit Intel

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.26.1/hledger-linux-x64.zip   # can rerun this if interrupted
unzip hledger-linux-x64.zip
chmod +x hledger hledger-ui hledger-web
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

Mac on 64-bit Intel

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.26.1/hledger-mac-x64.zip
unzip hledger-mac-x64.zip
chmod +x hledger hledger-ui hledger-web
open .
# for the hledger, hledger-ui, hledger-web icons: right-click the executable, 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

Windows on 64-bit Intel

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

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.26.1/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.

Next steps

Once installed, you could try these quick starts / tutorials:

Assets 5

04 Jun 22:57

simonmichael

1.26

ed1d08d

1.26

Release notes (https://hledger.org/release-notes.html#hledger-1-26)

2022-06-04 hledger-1.26

Miscellaneous improvements.

hledger 1.26

Improvements

register and aregister have been made faster, by
- considering only the first 1000 items for choosing column
  widths. You can restore the old behaviour (guaranteed alignment
  across all items) with the new --align-all flag.
  (#1839, Stephen Morgan)
- discarding cost data more aggressively, giving big speedups for
  large journals with many costs.
  (#1828, Stephen Morgan)
Most error messages from the journal reader and the check command now use
a consistent layout, with an "Error:" prefix, line and column numbers,
and an excerpt highlighting the problem. Work in progress.
(#1436) (Simon Michael, Stephen Morgan)
hledger check ordereddates now always checks all transactions
(previously it could be restricted by query arguments).
The --pivot options now supports a status argument, to pivot on transaction status.
Update bash completions (Jakob Schöttl)

Fixes

Value reports with --date2 and a report interval (like hledger bal -VM --date2)
were failing with a "expected all spans to have an end date" error since 1.22;
this is now fixed.
(#1851, Stephen Morgan)
In CSV rules, interpolation of a non-existent field like %999 or %nosuchfield
is now ignored (previously it inserted that literal text).
Note this means such an error will not be reported;
Simon chose this as the more convenient behaviour when converting CSV.
Experimental.
(#1803, #1814) (Stephen Morgan)
--infer-market-price was inferring a negative price when selling.
(#1813, Stephen Morgan)
Allow an escaped forward slash in regular expression account aliases.
(#982, Stephen Morgan)
The tags command now also lists tags from unused account declarations.
It also has improved command-line help layout.
(#1857)
hledger accounts now shows its debug output at a more appropriate level (4).

hledger-ui 1.26

Uses hledger 1.26.

hledger-web 1.26

Fixes

Don't add link URLs when printing.

Improvements

Now builds with GHC 9.2.
Uses hledger 1.26.

project changes 1.26

Scripts/addons

renamed hledger-number.sh to hledger-simplebal
added hledger-git, hledger-pijul
fin (and bin) scripts show available scripts and their help
renamed aliases.sh to bashrc
Get hledger-print-location working. (Stephen Morgan)

Docs

README cleanup, inspired by feedback from README reviewer Lars Wirzenius.
Clearer sponsoring info and more complete sponsor lists on website and README.
The new https://github.com/simonmichael/hledger_finance repo
keeps track of our public finances (on Open Collective, Liberapay etc.)

Examples

invoice: calculate dates accurately on last days of month

Process

Stackage nightly and GHC 9.2 are now the default for dev builds.
CI workflows:
- Workflows and binaries have more consistent naming, mentioning platform and architecture.
- The main test workflow is now linux-x64-test, replacing push and pull.
  It runs for both pushes and pull requests, and generates binaries on every run.
- Pushes/merges to master, including Simon's, are required to have passed
  linux-x64-test on another github branch first.
- Mac and Windows binaries are now stripped also (if applicable).
make buildtimes, make buildtimes-cabal show GHC codegen times.

credits 1.26

Simon Michael,
Stephen Morgan,
Jakob Schöttl,
Patrik Keller.

Installing

At https://hledger.org/install, binary packages should be available for this release within a few days (look for green badges).

Or, you can build from source as described there, after cloning at tag 1.26:
git clone https://github.com/simonmichael/hledger --depth 1 -b 1.26

Or, if there are release binaries below suitable for your OS and hardware, you can use those.
(Release binaries have been updated:

2022-06-05: linux-x64 binaries updated to run at normal speed. #1867
2022-06-08: windows-x64 binaries fixed. #1869)

Here are some approximate per-platform instructions. (You can copy & paste each block of commands as a unit, to save time.)

GNU/Linux on 64-bit Intel

At the command line,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.26/hledger-linux-x64.zip   # can rerun this if interrupted
unzip hledger-linux-x64.zip
chmod +x hledger hledger-ui hledger-web
cd -
hledger --version  # should show the new version
touch $HOME/.hledger.journal   # ensure a default journal file exists

Mac on 64-bit Intel

In a terminal window,

cd /usr/local/bin
curl -LOC- https://github.com/simonmichael/hledger/releases/download/1.26/hledger-mac-x64.zip
unzip hledger-mac-x64.zip
chmod +x hledger hledger-ui hledger-web
open .
# for the hledger, hledger-ui, hledger-web icons: right-click the executable, 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

Windows on 64-bit Intel

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

Download and install the release binaries:

cd $HOME\bin
curl https://github.com/simonmichael/hledger/releases/download/1.26/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.

Windows 7 on 64-bit Intel, using Firefox

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

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 because Explorer's command window is too small;
configure that to be larger, or run hledger-web from a command window.
hledger or hledger-web may fail to run if there is not enough memory available.

Next steps

Once installed, you could try these quick starts / tutorials:

Assets 5

05 Mar 04:29

simonmichael

1.25

d60ebcb

1.25

Release notes (https://hledger.org/release-notes.html#hledger-1-25)

2022-03-04 hledger 1.25

Account type and tag querying, infer equity postings from @ notation, easily-consumed "tidy" CSV output.

hledger 1.25

Breaking changes

Journal format's account NAME TYPECODE syntax, deprecated in 1.13, has been dropped.
Please use account NAME ; type:TYPECODE instead.
(Stephen Morgan)
The rule for auto-detecting "cash" (liquid asset) accounts from account names
for the cashflow report has been simplified.
If you have been using the cashflow report, without explicitly declaring Cash accounts,
you might notice a change, and might need to declare your Cash accounts explicitly
(by adding type:C tags to top-level cash account directives).

Features

The new type:TYPECODES query matches accounts by their accounting type.
Account types are declared with a type: tag in account directives,
or inferred from common english account names, or inherited from parent accounts,
as described at Declaring accounts > Account types.
This generalises the account type detection of balancesheet, incomestatement etc.,
so you can now select accounts by type without needing fragile account name regexps.
Also, the accounts command has a new --types flag to show account types.
Eg:
```
hledger bal type:AL  # balance report showing assets and liabilities
hledger reg type:x   # register of all expenses
hledger acc --types  # list accounts and their types
```
(#1820,
#1822)
(Simon Michael, Stephen Morgan)
The tag: query can now also match account tags, as defined in account directives.
Subaccounts inherit tags from their parents.
Accounts, postings and transactions can be filtered by account tag.
(#1817)
The new --infer-equity flag replaces the @/@@ price notation in commodity
conversion transactions with more correct equity postings (when not using -B/--cost).
This makes these transactions fully balanced, and preserves the accounting equation.
For example:
```
2000-01-01
  a             1 AAA @@ 2 BBB
  b            -2 BBB

$ hledger print --infer-equity
2000-01-01
  a                               1 AAA
  equity:conversion:AAA-BBB:AAA  -1 AAA
  equity:conversion:AAA-BBB:BBB   2 BBB
  b                              -2 BBB
```
equity:conversion is the account used by default. To use a different account,
declare it with an account directive and the new V (Conversion) account type.
Eg:
```
account Equity:Trading    ; type:V
```
(#1554) (Stephen Morgan, Simon Michael)
Normalised, easy-to-process "tidy" CSV data can now be generated with --layout tidy -O csv.
In tidy data, every variable is a column and each row represents a single data point
(cf https://vita.had.co.nz/papers/tidy-data.html).
(#1768,
#1773,
#1775)
(Stephen Morgan)

Improvements

Strict mode (-s/--strict) now also checks periodic transactions (--forecast)
and auto postings (--auto).
(#1810) (Stephen Morgan)
hledger check commodities now always accepts zero amounts which have no commodity symbol.
(#1767) (Stephen Morgan)
Relative smart dates may now specify an arbitrary number of some period into the future or past).
Some examples:
- in 5 days
- in -6 months
- 5 weeks ahead
- 2 quarters ago
(Stephen Morgan)
CSV output now always disables digit group marks (eg, thousands separators),
making it more machine readable by default.
(#1771) (Stephen Morgan)
Unicode may now be used in field names/references in CSV rules files.
(#1809) (Stephen Morgan)
Error messages improved:
- Balance assignments
- aregister
- Command line parsing (less "user error")

Fixes

--layout=bare no longer shows a commodity symbol for zero amounts.
(#1789) (Stephen Morgan)
balance --budget no longer elides boring parents of unbudgeted accounts
if they have a budget.
(#1800) (Stephen Morgan)
roi now reports TWR correctly
- when there are several PnL changes occurring on a single day
- and also when investment is fully sold/withdrawn/discounted at the end of a particular reporting period.
(#1791) (Dmitry Astapov)

Documentation

There is a new CONVERSION & COST section, replacing COSTING.
(#1554)
Some problematic interactions of account aliases with other features have been noted.
(#1788)

hledger-ui 1.25

Uses hledger 1.25.

hledger-web 1.25

Uses hledger 1.25.

project changes 1.25

Scripts/addons

hledger-install.sh now also installs Pavan Rikhi's hledger-stockquotes tool.
The bin/hledger-number addon was added.
The bin/hledger-check-fancyassertions addon now shows docs in --help.
A new invoice-making script was added: examples/invoicing/invoice-script/invoice

Process/tools

The RELEASING doc and release process has been updated,
and a new helper script added: tools/releaseprep.
make hackageupload now only works from a branch named
VERSION-branch or VERSION-release. Ie, making releases from master
is no longer allowed, a release branch is always required,
CI: The commitlint check is more robust, and now runs only in
the push to master and pull request workflows, and not eg when
building release binaries. linux-x64 binaries are now built
with ghc 9.0, not 8.10. Workflow, branch, and binary names
have been improved.
make ghci-ui/make ghcid-ui now use older ghc 8.10 to avoid
ghc 9.0-triggered failures.
hls support: The hie.yaml added to help hls work on mac m1
has been moved out of the way, since it probably makes things worse
on other architectures.

credits 1.25

Simon Michael,
Stephen Morgan,
Dmitry Astapov,
Patrik Keller.

How to install

You can build this release from tag 1.25, or try the binaries below, or see https://hledger.org/install for other install methods.

About these binaries:
Download and unzip the appropriate zip file. Unix and mac users will need to chmod +x the binaries to make them executable. Mac users will need to mark them as trusted, eg right-click the file in Finder and option-click Open. Windows users will need to do something similar. There is no hledger-ui binary for Windows.

Assets 5

Releases: simonmichael/hledger

1.30

Release notes (https://hledger.org/release-notes.html#hledger-1-30)

hledger 1.30

hledger-ui 1.30

hledger-web 1.30

project changes 1.30

credits 1.30

Install

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows 64-bit Intel (or ARM, using emulation)

Windows 7 on 64-bit Intel

1.29.2

Release notes (https://hledger.org/release-notes.html#hledger-1-29-2)

hledger 1.29.2

hledger-ui 1.29.2

hledger-web 1.29.2

project changes 1.29.2

credits 1.29.2

Installing

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows on 64-bit Intel

Windows 7 on 64-bit Intel, using Firefox

Next steps

1.29.1

Release notes (https://hledger.org/release-notes.html#hledger-1-29)

hledger 1.29.1

hledger-ui 1.29.1

hledger-web 1.29.1

Installing

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows on 64-bit Intel

Windows 7 on 64-bit Intel, using Firefox

Next steps

1.29

Release notes (https://hledger.org/release-notes.html#hledger-1-29)

hledger 1.29

hledger-ui 1.29

hledger-web 1.29

project changes 1.29

1.28

Release notes (https://hledger.org/release-notes.html#hledger-1-28)

hledger 1.28

hledger-ui 1.28

hledger-web 1.28

project changes 1.28

credits 1.28

Installing

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows on 64-bit Intel

Windows 7 on 64-bit Intel, using Firefox

Next steps

1.27.1

Release notes (https://hledger.org/release-notes.html#hledger-1-27-1)

2022-09-18 hledger-1.27.1

hledger 1.27.1

hledger-ui 1.27.1

hledger-web 1.27.1

Installing

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows on 64-bit Intel

Windows 7 on 64-bit Intel, using Firefox

Next steps

1.27

Release notes (https://hledger.org/release-notes.html#hledger-1-27)

2022-09-01 hledger-1.27

hledger 1.27

hledger-ui 1.27

hledger-web 1.27

project changes 1.27

credits 1.27

Installing

GNU/Linux on 64-bit Intel

Mac on 64-bit Intel

Windows on 64-bit Intel