hledger balance
A flexible, general purpose "summing" report that shows accounts with some kind of numeric data. This can be balance changes per period, end balances, budget performance, unrealised capital gains, etc.
More info →Options (15)
Show the balance change in all accounts from all postings over all time
hledger {{[bal|balance]}}-t, --treebooleanShow the balance change in accounts whose name contains `expenses`, as a tree, summarising the top two levels only
hledger {{[bal|balance]}} {{expenses}} {{[-t|--tree]}} {{[-2|--depth 2]}}-2booleanShow the balance change in accounts whose name contains `expenses`, as a tree, summarising the top two levels only
hledger {{[bal|balance]}} {{expenses}} {{[-t|--tree]}} {{[-2|--depth 2]}}-M, --monthlybooleanShow expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
hledger {{[bal|balance]}} {{expenses}} {{[-M|--monthly]}} {{[-T|--row-total]}} {{[-A|--average]}} {{[-S|--sort-amount]}} --budget-T, --row-totalbooleanShow expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
hledger {{[bal|balance]}} {{expenses}} {{[-M|--monthly]}} {{[-T|--row-total]}} {{[-A|--average]}} {{[-S|--sort-amount]}} --budget-A, --averagebooleanShow expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
hledger {{[bal|balance]}} {{expenses}} {{[-M|--monthly]}} {{[-T|--row-total]}} {{[-A|--average]}} {{[-S|--sort-amount]}} --budget-S, --sort-amountbooleanShow expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
hledger {{[bal|balance]}} {{expenses}} {{[-M|--monthly]}} {{[-T|--row-total]}} {{[-A|--average]}} {{[-S|--sort-amount]}} --budgetSimilar to the above, matching accounts by `Expense` type, as a two level tree without squashing boring accounts
hledger {{[bal|balance]}} type:{{X}} {{[-MTAS|--monthly --row-total --average --sort-amount]}} --budget {{[-t|--tree]}} {{[-2|--depth 2]}} --no-elide-H, --historicalbooleanShow end balances (including from postings before the start date), quarterly in 2024, in accounts whose name contains `assets` or `liabilities`
hledger {{[bal|balance]}} {{[-H|--historical]}} {{[-p|--period]}} '{{quarterly in 2024}}' {{assets}} {{liabilities}}-p, --periodbooleanShow end balances (including from postings before the start date), quarterly in 2024, in accounts whose name contains `assets` or `liabilities`
hledger {{[bal|balance]}} {{[-H|--historical]}} {{[-p|--period]}} '{{quarterly in 2024}}' {{assets}} {{liabilities}}Similar to the above, also show zero balances, sort by total and summarise to three levels
hledger {{[bal|balance]}} {{[-HQ|--historical --quarterly]}} date:{{2024}} type:{{AL}} {{[-ES|--empty --sort-amount]}} {{[-3|--depth 3]}}Similar to the above, also show zero balances, sort by total and summarise to three levels
hledger {{[bal|balance]}} {{[-HQ|--historical --quarterly]}} date:{{2024}} type:{{AL}} {{[-ES|--empty --sort-amount]}} {{[-3|--depth 3]}}-3booleanSimilar to the above, also show zero balances, sort by total and summarise to three levels
hledger {{[bal|balance]}} {{[-HQ|--historical --quarterly]}} date:{{2024}} type:{{AL}} {{[-ES|--empty --sort-amount]}} {{[-3|--depth 3]}}Show investment assets' market [V]alue in base currency at the end of each quarter
hledger {{[bal|balance]}} {{[-HVQ|--historical --market --quarterly]}} {{assets:investments}}-Q, --quarterlybooleanShow unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets
hledger {{[bal|balance]}} --gain {{[-Q|--quarterly]}} {{assets:investments}} not:{{cryptocurrency}}Examples (8)
Show the balance change in all accounts from all postings over all time
hledger [bal|balance]Show the balance change in accounts whose name contains `expenses`, as a tree, summarising the top two levels only
hledger [bal|balance] expenses [-t|--tree] [-2|--depth 2]Show expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
hledger [bal|balance] expenses [-M|--monthly] [-T|--row-total] [-A|--average] [-S|--sort-amount] --budgetSimilar to the above, matching accounts by `Expense` type, as a two level tree without squashing boring accounts
hledger [bal|balance] type:X [-MTAS|--monthly --row-total --average --sort-amount] --budget [-t|--tree] [-2|--depth 2] --no-elideShow end balances (including from postings before the start date), quarterly in 2024, in accounts whose name contains `assets` or `liabilities`
Similar to the above, also show zero balances, sort by total and summarise to three levels
hledger [bal|balance] [-HQ|--historical --quarterly] date:2024 type:AL [-ES|--empty --sort-amount] [-3|--depth 3]Show investment assets' market [V]alue in base currency at the end of each quarter
hledger [bal|balance] [-HVQ|--historical --market --quarterly] assets:investmentsShow unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets
hledger [bal|balance] --gain [-Q|--quarterly] assets:investments not:cryptocurrency