1.24.99.2 (1.25 preview 2)

This is an early preview of the WIP hledger 1.25, with binaries for easy installation by testers and early adopters. Your testing and feedback is appreciated and will make the final release better.

You can build this prerelease from tag 1.24.99.2, or try the CI binaries below. 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.

Changes since 1.24

hledger 1.24.99.2 2022-02-05

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)

• 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 1.24.99.2 2022-02-05

• Use hledger 1.24.99.2

hledger-web 1.24.99.2 2022-02-05

• Use hledger 1.24.99.2

hledger-lib 1.24.99.2 2022-02-05

• hledger-lib now builds with GHC 9.2 and latest deps. (#1774)

• Journal has a new jaccounttypes map.
  The journalAccountType lookup function makes it easy to check an account's type.
  The journalTags and journalInheritedTags functions look up an account's tags.
  Functions like journalFilterPostings and journalFilterTransactions,
  and new matching functions matchesAccountExtra, matchesPostingExtra
  and matchesTransactionExtra, use these to allow more powerful matching
  that is aware of account types and tags.

• Journal has a new jdeclaredaccounttags field
  for easy lookup of account tags.
  Query.matchesTaggedAccount is a tag-aware version of matchesAccount.

• Renamed: CommodityLayout to Layout.

1.24.99.1 (1.25 preview 1)

This is not a full hledger release, just an early preview of the 1.25 release for testers and early adopters. Your testing and feedback will help make the final release better! Preview releases are new in 2022, RELEASING has more details.

Changelog

hledger 1.24.99.1 2022-01-06

Features

• The new --infer-equity flag replaces @/@@ prices in commodity
  conversion transactions with equity postings, making them fully
  balanced and preserving the accounting equation. (When not doing
  cost reporting; --cost/-B overrides and disables --infer-equity.)
  For example, hledger print --infer-equity will show:

  2000-01-01
    a   1 AAA @@ 2 BBB
    b  -2 BBB
  

  as:

  2000-01-01
    a                               1 AAA
    equity:conversion:AAA-BBB:AAA  -1 AAA
    equity:conversion:AAA-BBB:BBB   2 BBB
    b                              -2 BBB
  

  The equity:conversion account name is used by default. You can use
  another account by declaring it with the new Conversion/V
  account type (a subtype of Equity/E), eg:

  account Equity:Currency Conversions   ; type: V
  

• 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

• CSV output now always disables digit group marks (eg, thousands separators),
  making it more machine readable by default.
  (#1771) (Stephen Morgan)

Fixes

• ;roi: fixes #1791 (fix TWR when investment=0, several pnls per day) (Dmitry Astapov)

Documentation

• Account aliases' ability to cause malformed account names is noted. (#1788)

• There is a new CONVERSION & COST section, replacing COSTING. (#1554)

hledger-ui 1.24.99.1 2022-01-06

• Use hledger 1.24.99.1

hledger-web 1.24.99.1 2022-01-06

• Use hledger 1.24.99.1

hledger-lib 1.24.99.1 2022-01-06

Improvements

• Costing has been changed to ConversionOp with three options:
  NoConversionOp, ToCost, and InferEquity.
  The first correspond to the previous NoCost and Cost options, while the
  third corresponds to the --infer-equity flag. This converts transactions with costs
  (one or more transaction prices) to transactions with equity:conversion postings.
  It is in ConversionOp because converting to cost with -B/--cost and inferring conversion
  equity postings with --infer-equity are mutually exclusive.
  The cost_ record of ReportOpts has been changed to conversionop_.

• hledger-lib now builds with GHC 9.2 and newer libs (#1774).

• Renamed: CommodityLayout to Layout.
  (Stephen Morgan)

Installing

You can build this prerelease from source (tag 1.24.99.1).
Or, you can try the CI binaries below. Download the appropriate "hledger-PLATFORM.zip" file and unzip it to get 2 or 3 hledger binaries in the current directory. On GNU/Linux, you will need to chmod +x these files to make them executable. They should run on most GNU/Linux machines with x64 or (when provided) arm32v7 architecture. On mac machines, you will need to chmod +x them and then mark them as trusted: in Finder, right-click the file then option-click Open. On windows machines you'll need to do something similar. There is no hledger-ui binary for Windows.

1.24.1

https://hledger.org/release-notes.html#hledger-1-24-1

hledger 1.24.1

Fixes

• balance --declared is now filtered correctly by a not:ACCT query.
  (#1783)
• More reliable --version output, with commit date and without patch level.

hledger-ui 1.24.1

Fixes

• An extra "root" account is no longer shown (a regression in 1.24).
  (#1782)
• Declared accounts are now filtered correctly by a not:ACCT query.
  (#1783)
• More reliable --version output, with commit date and without patch level.

hledger-web 1.24.1

Fixes

• More reliable --version output, with commit date and without patch level.

Installing

This release may be packaged for your system: check https://hledger.org/install.
Or, you can try the CI binaries below. Download the appropriate "hledger-PLATFORM.zip" file below. Unzip it to get 2 or 3 hledger binaries in the current directory. On GNU/Linux, you will need to chmod +x these files to make them executable. They should run on most GNU/Linux machines with x64 or (when provided) arm32v7 architecture. On mac machines, you will need to chmod +x them and then mark them as trusted: in Finder, right-click the file then option-click Open. On windows machines you'll need to do something similar. There is no hledger-ui binary for Windows.

1.24

Installing

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory. On mac and unix machines, you will need to chmod +x these files to make them executable.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Linux binaries are static and should run on most GNU/Linux machines with x64 or (when provided) arm32v7 architecture.

Release notes

New report layout options with less eliding, hledger-ui mouse support, misc fixes and improvements.
https://hledger.org/release-notes.html#hledger-1-24

1.23

Capital gains report,
separate symbol/number display,
command line commodity styling,
budget selection,
weekday/weekend recurrence,
10% speedup,
fixes.

Release notes: https://hledger.org/release-notes.html#hledger-1-23

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory. On mac and unix machines, you will need to chmod +x these files to make them executable.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Linux binaries are static and should run on most GNU/Linux machines with x64 or (when provided) arm32v7 architecture.

1.22.2

Bugfixes.
Release notes: https://hledger.org/release-notes.html#hledger-1-22-2

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory. On mac and unix machines, you will need to chmod +x these files to make them executable.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Linux binaries are static and should run on most GNU/Linux machines with x64 or (when provided) arm32v7 architecture.

1.22.1

Bugfixes.
Release notes: https://hledger.org/release-notes.html#hledger-1-22-1

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory.

• On unix machines, you will need to chmod +x these files to make them executable before you can run them.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

• "z-contrib-*" binaries, if any, are provided by hledger contributors, but not built from our repo. You should treat these as unsafe (run at your own risk).

1.22

Optimisations, bugfixes.
Release notes: https://hledger.org/release-notes.html#hledger-1-22

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory.

• On unix machines, you will need to chmod +x these files to make them executable before you can run them.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

• "z-contrib-*" binaries, if any, are provided by hledger contributors, but not built from our repo. You should treat these as unsafe (run at your own risk).

1.21

More speed; more cli-accessible docs; value change report; improvements to balance reports, valuation and more.
Release notes: https://hledger.org/release-notes.html#hledger-1-21

This release may be packaged for your system: check https://hledger.org/download.html#binary-packages. Or, you can try the binaries built by our github CI setup, below, which will work if your machine is similar to github's. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory.

• On unix machines, you will need to chmod +x these files to make them executable before you can run them.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Ubuntu binaries are dynamically linked x86_64 binaries built on ubuntu 20.04. If they give an error when run, you may need to install some required C libraries.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.

Additional binaries provided by hledger contributors ("z-contrib-*") may appear below, for your convenience. These are not built automatically from our repo, and you should assume they are unsafe (run at your own risk!).

1.20.4

https://hledger.org/release-notes.html#hledger-1-20-4 :

2021-01-29 hledger-1.20.4

• aregister: ignore a depth limit, as in 1.19 (#1468).
  In 1.20-1.20.3, aregister had stopped showing transactions in subaccounts
  below a depth limit. Now it properly shows all subaccount transactions,
  ensuring that the register's final total matches a balance report with
  similar arguments.

2021-01-29 hledger-ui-1.20.4

• ui: register: show all txns in/under an account at the depth limit (#1468).
  In 1.20-1.20.3, the register screen had stopped showing transactions
  in accounts below a depth limit. Now it properly shows all subaccount transactions,
  even when there is a depth limit, ensuring that the register's final total
  matches the balance shown on the account screen.

2021-01-29 hledger-web-1.20.4

• Use hledger 1.20.4.

About hledger github releases

This release may be available in your packaging system, check https://hledger.org/download.html#binary-packages.

Or, you can try the binaries built by our github CI setup, below. These will work if your machine is similar to github's. Notes:

• Download and unzip the appropriate "hledger-PLATFORM.zip" file below. This will unpack 2 or 3 hledger binaries into the current directory.

• On unix machines, you will need to chmod +x these files to make them executable before you can run them.

• Mac binaries are built on macos 10.15 catalina. You will need to mark them as trusted before you can run them: run open . to view the current folder in Finder; control-click hledger; option-click "Open"; allow running it.

• Ubuntu binaries are dynamically linked x86_64 binaries built on ubuntu 20.04. If they give an error when run, you may need to install some required C libraries.

• Windows binaries are built on Windows Server 2019. There is no hledger-ui binary for Windows.