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- Ledger NEWS
- * 3.1.1
- - Added a --no-revalued option
- - Improved Embedded Python Support
- - Use ./.ledgerrc if ~/.ledgerrc doesn't exist
- - Fixed parsing of transactions with single-character payees and comments
- - Fixed crash when using -M with empty result
- - Fixed sorting for option --auto-match
- - Fixed treatment of "year 2015" and "Y2014" directives
- - Fixed crash when using --trace 10 or above
- - Build fix for boost 1.56, 1.58, 1.59
- - Build fix for Cygwin
- - Fixed Util and Math tests on Mac OS X
- - Various documentation improvements
- - Examples in the documentation are tested just like unit tests
- - Add continuous integration (https://travis-ci.org/ledger/ledger)
- * 3.1
- - Changed the definition of cost basis to preserve the original cost basis
- when a gain or loss is made (if you bought 1 AAA for $10 and then sold
- it for $12, ledger would previously take $12 as the cost; the original
- cost of $10 is preserved as the cost basis now, which addresses strange
- behavior with -B after a capital gain or loss is made).
- - Incorrect automatic Equity:Capital Gains and Equity:Capital Loss entries
- are no longer generated when a commodity is sold for loss or profit.
- - Support for virtual posting costs.
- - The option --permissive now quiets balance assertions
- - Removed SHA1 files due to license issues and use boost instead.
- - Added option --no-pager to disable the pager.
- - Added option --no-aliases to completely disable alias expansion
- - Added option --recursive-aliases to expand aliases recursively
- - Support payee "uuid" directive.
- - Bug fix: when a status flag (! or *) is explicitly specified for an
- individual posting, it always has a priority over entire transaction
- status.
- - Bug fix: don't lose commodity when cost is not separated by whitespace
- - Improved backwards compatibility with ledger 2.x
- - Build fix for GCC 4.9
- - Build fix for boost 1.56
- - Many improvements to ledger-mode, including fontification
- - More test cases and unit tests
- - Contrib: Added script to generate commodities from ISO 4217
- * 3.0
- Due to the magnitude of changes in 3.0, only changes that affect compatibility
- with 2.x files and usage is mentioned here. For a description of new
- features, please see the manual.
- - The option -g (--performance) was removed.
- - The balance report now defaults to showing all relevant accounts. This is
- the opposite of 2.x. That is, "bal" in 3.0 does what "-s bal" did in 2.x.
- To see 2.6 behavior, use "bal -n" in 3.0. The -s option no longer has any
- effect on balance reports.
- * 2.6.3
- - Minor fixes to allow for compilation with gcc 4.4.
- * 2.6.2
- - Bug fix: Command-line options, such as -O, now override init-file options
- such as -V.
- - Bug fix: "cat data | ledger -f -" now works.
- - Bug fix: --no-cache is now honored. Previously, it was writing out a cache
- file named "<none>".
- - Bug fix: Using %.2X in a format string now outputs 2 spaces if the state is
- cleared.
- * 2.6.1
- - Added the concept of "balance setting transactions":
- # Setting an account's balance
- You can now manually set an account's balance to whatever you want, at
- any time. Here's how it might look at the beginning of your Ledger
- file:
- 2008/07/27 Starting fresh
- Assets:Checking = $1,000.00
- Equity:Opening Balances
- If Assets:Checking is empty, this is no different from omitting the
- "=". However, if Assets:Checking did have a prior balance, the amount
- of the transaction will be auto-calculated so that the final balance
- of Assets:Checking is now $1,000.00.
- Let me give an example of this. Say you have this:
- 2008/07/27 Starting fresh
- Assets:Checking $750.00
- Equity:Opening Balances
-
- 2008/07/27 Starting fresh
- Assets:Checking = $1,000.00
- Equity:Adjustments
- These two entries are exactly equivalent to these two:
- 2008/07/27 Starting fresh
- Assets:Checking $750.00
- Equity:Opening Balances
-
- 2008/07/27 Starting fresh
- Assets:Checking $250.00
- Equity:Adjustments
- The use of the "=" sign here is that it sets the transaction's amount
- to whatever is required to satisfy the assignment. This is the
- behavior if the transaction's amount is left empty.
- # Multiple commodities
- As far as commodities go, the = sign only works if the account
- balance's commodity matches the commodity of the amount after the
- equals sign. However, if the account has multiple commodities, only
- the matching commodity is affected. Here's what I mean:
- 2008/07/24 Opening Balance
- Assets:Checking = $250.00 ; we force set it
- Equity:Opening Balances
-
- 2008/07/24 Opening Balance
- Assets:Checking = EC 250.00 ; we force set it again
- Equity:Opening Balances
- This is an error, because $250.00 cannot be auto-balanced to match EC
- 250.00. However:
- 2008/07/24 Opening Balance
- Assets:Checking = $250.00 ; we force set it again
- Assets:Checking EC 100.00 ; and add some EC's
- Equity:Opening Balances
-
- 2008/07/24 Opening Balance
- Assets:Checking = EC 250.00 ; we force set the EC's
- Equity:Opening Balances
- This is *not* an error, because the latter auto-balancing transaction
- only affects the EC 100.00 part of the account's balance; the $250.00
- part is left alone.
- # Checking statement balances
- When you reconcile a statement, there are typically one or more
- transactions which result in a known balance. Here's how you specify
- that in your Ledger data:
- 2008/07/24 Opening Balance
- Assets:Checking = $100.00
- Equity:Opening Balances
-
- 2008/07/30 We spend money, with a known balance afterward
- Expenses:Food $20.00
- Assets:Checking = $80.00
-
- 2008/07/30 Again we spend money, but this time with all the info
- Expenses:Food $20.00
- Assets:Checking $-20.00 = $60.00
-
- 2008/07/30 This entry yield an 'unbalanced' error
- Expenses:Food $20.00
- Assets:Checking $-20.00 = $30.00
- The last entry in this set fails to balance with an unbalanced
- remainder of $-10.00. Either the entry must be corrected, or you can
- have Ledger deal with the remainder automatically:
- 2008/07/30 The fixed entry
- Expenses:Food $20.00
- Assets:Checking $-20.00 = $30.00
- Equity:Adjustments
- # Conclusion
- This simple feature has all the utility of @check, plus auto-balancing
- to match known target balances, plus the ability to guarantee that an
- account which uses only one commodity does contain only that
- commodity.
- This feature slows down textual parsing slightly, does not affect
- speed when loading from the binary cache.
- - The rest of the changes in the version is all bug fixes (around 45 of
- them).
- * 2.6.0.90
- - Gnucash parser is fixed.
- - Fix a memory leak bug in the amount parser.
- - (This feature is from 2.6, but was not documented anywhere):
- Commodities may now specify lot details, to assign in managing set
- groups of items, like buying and selling shares of stock.
- For example, let's say you buy 50 shares of AAPL at $10 a share:
- 2007/01/14 Stock purchase
- Assets:Brokerage 50 AAPL @ $10
- Assets:Brokerage
- Three months later, you sell this "lot". Based on the original
- purchase information, Ledger remembers how much each share was
- purchased for, and the date on which it was purchased. This means
- you can sell this specific lot by price, by date, or by both. Let's
- sell it by price, this time for $20 a share.
- 2007/04/14 Stock purchase
- Assets:Brokerage $1000.00
- Assets:Brokerage -50 AAPL {$10} @ $20
- Income:Capital Gains $-500.00
- Note that the Income:Capital Gains line is now required to balance
- the transaction. Because you sold 50 AAPL at $20/share, and because
- you are selling shares that were originally valued at $10/share,
- Ledger needs to know how you will "balance" this difference. An
- equivalent Expenses:Capital Loss would be needed if the selling
- price were less than the buying price.
- Here's the same example, this time selling by date and price:
- 2007/04/14 Stock purchase
- Assets:Brokerage $1000.00
- Assets:Brokerage -50 AAPL {$10} [2007/01/14] @ $20
- Income:Capital Gains $-500.00
- If you attempt to sell shares for a date you did not buy them, note
- that Ledger will not complain (as it never complains about the
- movement of commodities between accounts). In this case, it will
- simply create a negative balance for such shares within your
- Brokerage account; it's up to you to determine whether you have them
- or not.
- - To facilitate lot pricing reports, there are some new reporting
- options:
- --lot-prices Report commodities with different lot prices as if
- they were different commodities. Otherwise, Ledger
- just gloms all the AAPL shares together.
- --lot-dates Separate commodities by lot date. Every
- transaction that uses the '@' cost specifier will
- have an implicit lot date and lot price.
- --lot-tags Separate commodities by their arbitrary note tag.
- Note tags may be specified using (note) after the
- commodity.
- --lots Separate commodities using all lot information.
- * 2.6
- - The style for eliding long account names (for example, in the
- register report) has been changed. Previously Ledger would elide
- the end of long names, replacing the excess length with "..".
- However, in some cases this caused the base account name to be
- missing from the report!
- What Ledger now does is that if an account name is too long, it will
- start abbreviating the first parts of the account name down to two
- letters in length. If this results in a string that is still too
- long, the front will be elided -- not the end. For example:
- Expenses:Cash ; OK, not too long
- Ex:Wednesday:Cash ; "Expenses" was abbreviated to fit
- Ex:We:Afternoon:Cash ; "Expenses" and "Wednesday" abbreviated
- ; Expenses:Wednesday:Afternoon:Lunch:Snack:Candy:Chocolate:Cash
- ..:Af:Lu:Sn:Ca:Ch:Cash ; Abbreviated and elided!
- As you can see, it now takes a very deep account name before any
- elision will occur, whereas in 2.x elisions were fairly common.
- - In addition to the new elision change mentioned above, the style is
- also configurable:
- --truncate leading ; elide at the beginning
- --truncate middle ; elide in the middle
- --truncate trailing ; elide at end (Ledger 2.x's behavior)
- --truncate abbrev ; the new behavior
- --abbrev-len 2 ; set length of abbreviations
- These elision styles affect all format strings which have a maximum
- width, so they will also affect the payee in a register report, for
- example. In the case of non-account names, "abbrev" is equivalent
- to "trailing", even though it elides at the beginning for long
- account names.
- - Error reporting has been greatly improving, now showing full
- contextual information for most error messages.
- - Added --base reporting option, for reporting convertible commodities
- in their most basic form. For example, if you read a timeclock file
- with Ledger, the time values are reported as hour and minutes --
- whichever is the most compact form. But with --base, Ledger reports
- only in seconds.
- NOTE: Setting up convertible commodities is easy; here's how to use
- Ledger for tracking quantities of data, where the most compact form
- is reported (unless --base is specified):
- C 1.00 Kb = 1024 b
- C 1.00 Mb = 1024 Kb
- C 1.00 Gb = 1024 Mb
- C 1.00 Tb = 1024 Gb
- - Added --ansi reporting option, which shows negative values in the
- running total column of the register report as red, using ANSI
- terminal codes; --ansi-invert makes non-negative values red (which
- makes more sense for the income and budget reports).
- The --ansi functionality is triggered by the format modifier "!",
- for example the register reports uses the following for the total
- (last) column:
- %!12.80T
- At the moment neither the balance report nor any of the other
- reports make use of the ! modifier, and so will not change color
- even if --ansi is used. However, you can modify these report format
- strings yourself in ~/.ledgerrc if you wish to see red coloring of
- negative sums in other places.
- - Added --only predicate, which occurs during transaction processing
- between --limit and --display. Here is a summary of how the three
- supported predicates are used:
- --limit "a>100"
- This flag limits computation to *only transactions whose amount
- is greater than 100 of a given commodity*. It means that if you
- scan your dining expenses, for example, only individual bills
- greater than $100 would be calculated by the report.
- --only "a>100"
- This flag happens much later than --limit, and corresponding
- more directly to what one normally expects. If --limit isn't
- used, then ALL your dining expenses contribute to the report,
- *but only those calculated transactions whose value is greater
- than $100 are used*. This becomes important when doing a
- monthly costs report, for example, because it makes the
- following command possible:
- ledger -M --only "a>100" reg ^Expenses:Food
- This shows only *months* whose amount is greater than 100. If
- --limit had been used, it would have been a monthly summary of
- all individual dinner bills greater than 100 -- which is a very
- different thing.
- --display "a>100"
- This predicate does not constrain calculation, but only display.
- Consider the same command as above:
- ledger -M --display "a>100" reg ^Expenses:Food
- This displays only lines whose amount is greater than 100, *yet
- the running total still includes amounts from all transactions*.
- This command has more particular application, such as showing
- the current month's checking register while still giving a
- correct ending balance:
- ledger --display "d>[this month]" reg Checking
- Note that these predicates can be combined. Here is a report that
- considers only food bills whose individual cost is greater than
- $20, but shows the monthly total only if it is greater than $500.
- Finally, we only display the months of the last year, but we
- retain an accurate running total with respect to the entire ledger
- file:
- ledger -M --limit "a>20" --only "a>200" \
- --display "year == yearof([last year])" reg ^Expenses:Food
- - Added new "--descend AMOUNT" and "--descend-if VALEXPR" reporting
- options. For any reports that display valued transactions (i.e.,
- register, print, etc), you can now descend into the component
- transactions that made up any of the values you see.
- For example, say you request a --monthly expenses report:
- $ ledger --monthly register ^Expenses
- Now, in one of the reported months you see $500.00 spent on
- Expenses:Food. You can ask Ledger to "descend" into, and show the
- component transactions of, that $500.00 by respecifying the query
- with the --descend option:
- $ ledger --monthly --descend "\$500.00" register ^Expenses
- The --descend-if option has the same effect, but takes a value
- expression which is evaluated as a boolean to locate the desired
- reported transaction.
- - Added a "dump" command for creating binary files, which load much
- faster than their textual originals. For example:
- ledger -f huge.dat -o huge.cache dump
- ledger -f huge.cache bal
- The second command will load significantly faster (usually about six
- times on my machine).
- - There have a few changes to value expression syntax. The most
- significant incompatibilities being:
- * Equality is now ==, not =
- * The U, A, and S functions now requires parens around the argument.
- Whereas before At was acceptable, now it must be specified as
- A(t).
- * The P function now always requires two arguments. The old
- one-argument version P(x) is now the same as P(x,m).
- The following value expression features are new:
- * A C-like comma operator is supported, where all but the last term
- are ignored. The is significant for the next feature:
- * Function definitions are now supported. Scoping is governed
- by parentheses. For example:
- (x=100, x+10) ; yields 110 as the result
- (f(x)=x*2,f(100)) ; yields 200 as the result
- * Identifier names may be any length. Along with this support comes
- alternate, longer names for all of the current one-letter value
- expression variables:
- Old New
- --- ---
- m now
- a amount
- a amount
- b cost
- i price
- d date
- X cleared
- Y pending
- R real
- L actual
- n index
- N count
- l depth
- O total
- B cost_total
- I price_total
- v market
- V market_total
- g gain
- G gain_total
- U(x) abs(x)
- S(x) quant(x), quantity(x)
- comm(x), commodity(x)
- setcomm(x,y), set_commodity(x,y)
- A(x) mean(x), avg(x), average(x)
- P(x,y) val(x,y), value(x,y)
- min(x,y)
- max(x,y)
- - There are new "parse" and "expr" commands, whose argument is a
- single value expression. Ledger will simply print out the result of
- evaluating it. "parse" happens before parsing your ledger file,
- while "expr" happens afterward. Although "expr" is slower as a
- result, any commodities you use will be formatted based on patterns
- of usage seen in your ledger file.
- These commands can be used to test value expressions, or for doing
- calculation of commoditized amounts from a script.
- A new "--debug" will also dump the resulting parse tree, useful for
- submitting bug reports.
- - Added new min(x,y) and max(x,y) value expression functions.
- - Value expression function may now be defined within your ledger file
- (or initialization file) using the following syntax:
- @def foo(x)=x*1000
- This line makes the function "foo" available to all subsequent value
- expressions, to all command-line options taking a value expression,
- and to the new "expr" command (see above).
- * 2.5
- - Added a new value expression regexp command:
- C// compare against a transaction amount's commodity symbol
- - Added a new "csv" command, for outputting results in CSV format.
- - Ledger now expands ~ in file pathnames specified in environment
- variables, initialization files and journal files.
- - Effective dates may now be specified for entries:
- 2004/10/03=2004/09/30 Credit card company
- Liabilities:MasterCard $100.00
- Assets:Checking
- This entry says that although the actual transactions occurred on
- October 3rd, their effective date was September 30th. This is
- especially useful for budgeting, in case you want the transactions
- to show up in September instead of October.
- To report using effective dates, use the --effective option.
- - Actual and effective dates may now be specified for individual
- transactions:
- 2004/10/03=2004/09/30 Credit card company
- Liabilities:MasterCard $100.00
- Assets:Checking ; [2004/10/10=2004/09/15]
- This states that although the actual date of the entry is
- 2004/10/03, and the effective date of the entry is 2004/09/30, the
- actual date of the Checking transaction itself is 2004/10/10, and
- its effective date is 2004/09/15. The effective date is optional
- (just specifying the actual date would have read "[2004/10/10]").
- If no effective date is given for a transaction, the effective date
- of the entry is assumed. If no actual date is given, the actual
- date of the entry is assumed. The syntax of the latter is simply
- [=2004/09/15].
- - To support the above, there is a new formatting option: "%d". This
- outputs only the date (like "%D") if there is no effective date, but
- outputs "ADATE=EDATE" if there is one. The "print" report now uses
- this.
- - To support the above, the register report may now split up entries
- whose component transactions have different dates. For example,
- given the following entry:
- 2005/10/15=2005/09/01 iTunes
- Expenses:Music $1.08 ; [2005/10/20=2005/08/01]
- Liabilities:MasterCard
- The command "ledger register" on this data file reports:
- 2005/10/20 iTunes Expenses:Music $1.08 $1.08
- 2005/10/15 iTunes Liabilities:MasterCard $-1.08 0
- While the command "ledger --effective register" reports:
- 2005/08/01 iTunes Expenses:Music $1.08 $1.08
- 2005/09/01 iTunes Liabilities:MasterCard $-1.08 0
- Although it appears as though two entries are being reported, both
- transactions belong to the same entry.
- - Individual transactions may now be cleared separately. The old
- syntax, which is still supported, clears all transactions in an
- entry:
- 2004/05/27 * Book Store
- Expenses:Dining $20.00
- Liabilities:MasterCard
- The new syntax allows clearing of just the MasterCard transaction:
- 2004/05/27 Book Store
- Expenses:Dining $20.00
- * Liabilities:MasterCard
- NOTE: This changes the output format of both the "emacs" and "xml"
- reports. ledger.el uses the new syntax unless the Lisp variable
- `ledger-clear-whole-entries' is set to t.
- - Removed Python integration support.
- - Did much internal restructuring to allow the use of libledger.so in
- non-command-line environments (such as GUI tools).
- * 2.4.1
- - Corrected an issue that had inadvertently disabled Gnucash support.
- * 2.4
- - Both "-$100.00" and "$-100.00" are now equivalent amounts.
- - Simple, inline math (using the operators +-/*, and/or parentheses)
- is supported in transactions. For example:
- 2004/05/27 Book Store
- Expenses:Dining $20.00 + $2.50
- Liabilities:MasterCard
- This won't register the tax/tip in its own account, but might make
- later reading of the ledger file easier.
- - Use of a "catch all" account is now possible, which auto-balances
- entries that contain _only one transaction_. For sanity's sake this
- is not used to balance all entries, as that would make locating
- unbalanced entries a nightmare. Example:
- A Liabilities:MasterCard
- 2004/05/27 Book Store
- Expenses:Dining $20.00 + $2.50
- This is equivalent to the entry in the previous bullet.
- - Entries that contain a single transaction with no amount now always
- balance, even if multiple commodities are involved. This means that
- the following is now supported, which wasn't previously:
- 2004/06/21 Adjustment
- Retirement 100 FUNDA
- Retirement 200 FUNDB
- Retirement 300 FUNDC
- Equity:Adjustments
- - Fixed several bugs relating to QIF parsing, budgeting and
- forecasting.
- - The configure process now looks for libexpat in addition to
- searching for libxmlparse+libxmltok (how expat used to be packaged).
- * 2.3
- - The directive "!alias ALIAS = ACCOUNT" makes it possible to use
- "ALIAS" as an alternative name for ACCOUNT in a textual ledger file.
- You might use this to associate the single word "Bank" with the
- checking account you use most, for example.
- - The --version page shows the optional modules ledger was built with.
- - Fixed several minor problems, plus a few major ones dealing with
- imprecise date parsing.
- * 2.2
- - Ledger now compiles under gcc 2.95.
- - Fixed several core engine bugs, and problems with Ledger's XML data
- format.
- - Erros in XML or Gnucash data now report the correct line number for
- the error, instead of always showing line 1.
- - 'configure' has been changed to always use a combination of both
- compile and link tests for every feature, in order to identify
- environment problems right away.
- - The "D <COMM>" command, released in 2.1, now requires a commoditized
- amount, such as "D $1,000.00". This sets not only the default
- commodity, but several flags to be used with all such commodities
- (such as whether numbering should be American or European by
- default). This entry may be used be many times; the most recent
- seen specifies the default for entries that follow.
- - The binary cache now remembers the price history database that was
- used, so that if LEDGER_PRICE_DB is silently changed, the cache will
- be thrown away and rebuilt.
- - OFX data importing is now supported, using libofx
- (http://libofx.sourceforge.net). configure will check if the
- library is available. You may need to add CPPFLAGS or LDFLAGS to
- the command-line for the appropriate headers and library to be
- found. This support is preliminary, and as such is not documented
- yet.
- - All journal entries now remember where they were read from. New
- format codes to access this information are: %S for source path, %B
- for beginning character position, and %E for ending character
- position.
- - Added "pricesdb" command, which is identical to "prices" except that
- it uses the same format as Ledger's usual price history database.
- - Added "output FILE" command, which attempts to reproduce the input
- journal FILE exactly. Meant for future GUI usage. This command
- relies on --write-hdr-format and --write-xact-format, instead of
- --print-format.
- - Added "--reconcile BALANCE" option, which attempts to reconcile all
- matching transactions to the given BALANCE, outputting those that
- would need to be "cleared" to match it. Using by the
- auto-reconciling feature of ledger.el (see below).
- "--reconcile-date DATE" ignores any uncleared transactions after
- DATE in the reconciling algorithm. Since the algorithm is O(n^2)
- (where 'n' is the number of uncleared transactions to consider),
- this could have a substantial impact.
- - In ledger.el's *Reconcile* mode ('C-c C-r' from a ledger-mode file):
- . 'a' adds a missing transaction
- . 'd' deletes the current transaction
- . 'r' attempts to auto-reconcile (same as 'C-u C-c C-r')
- . 's' or 'C-x C-s' will save the ledger data file and show the
- currently cleared balance
- . 'C-c C-c' commits the pending transactions, marking them cleared.
- This feature now works with Emacs 21.3.
- Also, the reconciler no longer needs to ask "how far back" to go.
- - To support the reconciler, textual entries may now have a "!" flag
- (pending) after the date, instead of a "*" flag (cleared).
- - There are a new set of value expression regexp commands:
- c// entry code
- p// payee
- w// short account name
- W// full account name
- e// transaction note
- This makes it possible to display transactions whose comment field
- matches a particular text string. For example:
- ledger -l e/{tax}/ reg
- prints out all the transactions with the comment "{tax}", which
- might be used to identify items related to a tax report.
- * 2.1
- - Improved the autoconf system to be smarter about finding XML libs
- - Added --no-cache option, to always ignore any binary cache file
- - `ledger-reconcile' (in ledger.el) no longer asks for a number of days
- - Fixed %.XY format, where X is shorter than the string generated by Y
- - New directive for text files: "D <COMM>" specifies the default commodity
- used by the entry command
- * 2.0
- This version represents a full rewrite, while preserving much of the
- original data format and command-line syntax. There are too many new
- features to describe in full, but a quick list: value expressions,
- complex date masks, binary caching of ledger data, several new
- reporting options, a simple way to specify payee regexps, calculation
- and display predicates, and two-way Python integration. Ledger also
- uses autoconf now, and builds as a library in addition to a
- command-line driver.
- ** Differences from 1.7
- - changes in option syntax:
- -d now specifies the display predicate. To give a date mask similar
- to 1.7, use the -p (period) option.
- -P now generates the "by payee" report. To specify a price database
- to use, use --price-db.
- -G now generates a net gain report. To print totals in a format
- consumable by gnuplot, use -J.
- -l now specifies the calculation predicate. To emulate the old
- usage of "-l \$100", use: -d "AT>100".
- -N is gone. Instead of "-N REGEX", use: -d "/REGEX/?T>0:T".
- -F now specifies the report format string. The old meaning of -F
- now has little use.
- -S now takes a value expression as the sorting criterion. To get
- the old meaning of "-S", use "-S d".
- -n now means "collapse entries in the register report". The get the
- old meaning of -n in the balance report, use "-T a".
- -p now specifies the reporting period. You can convert commodities
- in a report using value expressions. For example, to display hours
- at $10 per hour:
- -T "O>={0.01h}?{\$10.00}*O:O"
- Or, to reduce totals, so that every $417 becomes 1.0 AU:
- -T "O>={\$0.01}?{1.0 AU}*(O/{\$417}):O"
- - The use of "+" and "-" in ledger files to specify permanent regexps
- has been removed.
- - The "-from" argument is no longer used by the "entry" command.
- Simply remove it.
- ** Features new to 2.0
- - The most significant feature to be added is "value expressions".
- They are used in many places to indicate what to display, sorting
- order, how to calculate totals, etc. Logic and math operators are
- supported, as well as simple functions. See the manual.
- - If the environment variable LEDGER_FILE (or LEDGER) is used, a
- binary cache of that ledger is kept in ~/.ledger-cache (or the file
- given by LEDGER_CACHE). This greatly speeds up subsequent queries.
- Happens only if "-f" or "--file" is not used.
- - New 'xml' report outputs an XML version of what "register" would
- have displayed. This can be used to manipulate reported data in a
- more scriptable way.
- Ledger can also read as input the output from the "xml" report. If
- the "xml" report did not contain balanced entries, they will be
- balanced by the "<Unknown>" account. For example:
- ledger reg rent
- displays the same results as:
- ledger xml rent | ledger -f - reg rent
- - Regexps given directly after the command name now apply only to
- account names. To match on a payee, use "--" to separate the two
- kinds of regexps. For example, to find a payee named "John" within
- all Expenses accounts, use:
- ledger register expenses -- john
- Note: This command is identical (and internally converted) to:
- ledger -l "/expenses/|//john/" register
- - To include entries from another file into a specific account, use:
- !account ACCOUNT
- !include FILE
- !end
- - Register reports now show only matching account transactions. Use
- "-r" to see "related accounts" -- the account the transfer came from
- or went to (This was the old behavior in 1.x, but led to confusion).
- "-r" also works with balance reports, where it will total all the
- transactions related to your query.
- - Automated transactions now use value expressions for the predicate.
- The new syntax is:
- = VALUE-EXPR
- TRANSACTIONS...
- Only one VALUE-EXPR is supported (compared to multiple account
- regexps before). However, since value expression allow for logic
- chaining, there is no loss of functionality. Matching can also be
- much more comprehensive.
- - If Boost.Python is installed (libboost_python.a), ledger can support
- two-way Python integration. This feature is enabled by passing
- --enable-python to the "configure" script before building. Ledger
- can then be used as a module (ledger.so), as well as supporting
- Python function calls directly from value expressions. See main.py
- for an example of driving Ledger from Python. It implements nearly
- all the functionality of the C++ driver, main.cc.
- (This feature has yet to mature, and so is being offered as a beta
- feature in this release. It is mostly functional, and those curious
- are welcome to play with it.)
- - New reporting options:
- "-o FILE" outputs data to FILE. If "-", output goes to stdout (the
- default).
- -O shows base commodity values (this is the old behavior)
- -B shows basis cost of commodities
- -V shows market value of commodities
- -g reports gain/loss performance of each register item
- -G reports net gain/loss over time
- -A reports average transaction value (arithmetic mean)
- -D reports each transaction's deviation from the average
- -w uses 132 columns for the register report, rather than 80. Set
- the environment variable LEDGER_WIDE for this to be the default.
- "-p INTERVAL" allows for more flexible period reporting, such as:
- monthly
- every week
- every 3 quarters
- weekly from 12/20
- monthly in 2003
- weekly from last month until dec
- "-y DATEFMT" changes the date format used in all reports. The
- default is "%Y/%m/%d".
- -Y and -W print yearly and weekly subtotals, just as -M prints
- monthly subtotals.
- --dow shows cumulative totals for each day of the week.
- -P reports transactions grouped by payee
- -x reports the payee as the commodity; useful in some cases
- -j and -J replace the previous -G (gnuplot) option. -j reports the
- amounts column in a way gnuplot can consume, and -J the totals
- column. An example is in "scripts/report".
- "--period-sort EXPR" sorts transactions within a reporting period.
- The regular -S option sorts all reported transactions.
- * 1.7
- - Pricing histories are now supported, so that ledger remembers the
- historical prices of all commodities, and can present register
- reports based on past and present market values as well as original
- cost basis. See the manual for more details on the new option
- switches.
- * 1.6
- - Ledger can now parse timeclock files. These are simple timelogs
- that track in/out events, which can be maintained using my timeclock
- tool. By allowing ledger to parse these, it means that reporting
- can be done on them in the same way as ledger files (the commodity
- used is "h", for hours); it means that doing things like tracking
- billable hours for clients, and invoicing those clients to transfer
- hours into dollar values via a receivable account, is now trivial.
- See the docs for more on how to do this.
- - Began keeping a NEWS file. :)
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