Report examples

Some simple reports on the essentials page.

Some example reports with an adapted copy of this example journal from beancount:

A yearly income statement, summarised to depth 3, sorted by amount:

$ hledger -f examples/bcexample.hledger is -Y -3 -S
Income Statement 2012-01-01..2014-10-11

                                ||                                     2012                                      2013                                      2014 
================================++==============================================================================================================================
 Revenues                       ||                                                                                                                              
--------------------------------++------------------------------------------------------------------------------------------------------------------------------
 Income:US:Federal              ||                          17000.00 IRAUSD                           17500.00 IRAUSD                           17500.00 IRAUSD 
 Income:US:Hoogle               ||              129132.20 USD, 120.12 VACHR               129382.20 USD, 120.12 VACHR                106183.70 USD, 97.02 VACHR 
 Income:US:ETrade               ||                                        0                                114.42 USD                                258.92 USD 
--------------------------------++------------------------------------------------------------------------------------------------------------------------------
                                || 17000.00 IRAUSD, 129132.20 USD, 1 more..  17500.00 IRAUSD, 129496.62 USD, 1 more..  17500.00 IRAUSD, 106442.62 USD, 1 more.. 
================================++==============================================================================================================================
 Expenses                       ||                                                                                                                              
--------------------------------++------------------------------------------------------------------------------------------------------------------------------
 Expenses:Home:Rent             ||                             28800.00 USD                              28800.00 USD                              21600.00 USD 
 Expenses:Food:Restaurant       ||                              4517.54 USD                               4286.23 USD                               4164.76 USD 
 Expenses:Food:Groceries        ||                              2188.90 USD                               2222.97 USD                               1602.51 USD 
 Expenses:Transport:Tram        ||                              1320.00 USD                               1320.00 USD                               1080.00 USD 
 Expenses:Health:Vision         ||                              1099.80 USD                               1099.80 USD                                888.30 USD 
 Expenses:Home:Internet         ||                               960.48 USD                                959.82 USD                                720.50 USD 
 Expenses:Home:Electricity      ||                               780.00 USD                                780.00 USD                                585.00 USD 
 Expenses:Health:Medical        ||                               711.88 USD                                711.88 USD                                574.98 USD 
 Expenses:Health:Life           ||                               632.32 USD                                632.32 USD                                510.72 USD 
 Expenses:Financial:Commissions ||                                35.80 USD                                214.80 USD                                 89.50 USD 
 Expenses:Health:Dental         ||                                75.40 USD                                 75.40 USD                                 60.90 USD 
 Expenses:Financial:Fees        ||                                48.00 USD                                 48.00 USD                                 40.00 USD 
 Expenses:Food:Coffee           ||                                16.28 USD                                 19.79 USD                                 47.65 USD 
 Expenses:Food:Alcohol          ||                                        0                                 22.35 USD                                         0 
 Expenses:Taxes:Y2013           ||                                        0             17500.00 IRAUSD, 51477.20 USD                                859.09 USD 
 Expenses:Taxes:Y2014           ||                                        0                                         0             17500.00 IRAUSD, 41836.20 USD 
 Expenses:Taxes:Y2012           ||            17000.00 IRAUSD, 51477.20 USD                                917.43 USD                                         0 
--------------------------------++------------------------------------------------------------------------------------------------------------------------------
                                ||            17000.00 IRAUSD, 92663.60 USD             17500.00 IRAUSD, 93587.99 USD             17500.00 IRAUSD, 74660.11 USD 
================================++==============================================================================================================================
 Net:                           ||               36468.60 USD, 120.12 VACHR                35908.63 USD, 120.12 VACHR                 31782.51 USD, 97.02 VACHR 

Yearly balance sheets, with commodities converted to their year-end value in USD where possible:

$ hledger -f examples/bcexample.hledger bs -Y -V --infer-value
Balance Sheet 2012-12-31..2014-12-31, valued at period ends

                            ||                 2012-12-31                  2013-12-31                   2014-12-31 
============================++=====================================================================================
 Assets                     ||                                                                                     
----------------------------++-------------------------------------------------------------------------------------
 Assets:US:BofA:Checking    ||                7448.62 USD                 7247.12 USD                   596.05 USD 
 Assets:US:ETrade:Cash      ||                 337.18 USD                  239.06 USD                  5120.50 USD 
 Assets:US:ETrade:GLD       ||                          0                 6213.90 USD                  6592.60 USD 
 Assets:US:ETrade:ITOT      ||                1364.90 USD                 4021.92 USD                  2648.26 USD 
 Assets:US:ETrade:VEA       ||                1411.56 USD                 2414.28 USD                  4290.84 USD 
 Assets:US:ETrade:VHT       ||                4695.80 USD                 5456.00 USD                 14782.32 USD 
 Assets:US:Hoogle:Vacation  ||               120.12 VACHR                240.24 VACHR                 337.26 VACHR 
 Assets:US:Vanguard:Cash    ||                  -0.04 USD                           0                    -0.02 USD 
 Assets:US:Vanguard:RGAGX   ||               15595.79 USD                28532.66 USD                 41391.57 USD 
 Assets:US:Vanguard:VBMPX   ||               10037.03 USD                22449.53 USD                 33769.05 USD 
----------------------------++-------------------------------------------------------------------------------------
                            || 40890.84 USD, 120.12 VACHR  76574.46 USD, 240.24 VACHR  109191.17 USD, 337.26 VACHR 
============================++=====================================================================================
 Liabilities                ||                                                                                     
----------------------------++-------------------------------------------------------------------------------------
 Liabilities:US:Chase:Slate ||                1366.52 USD                 1906.01 USD                  2891.85 USD 
----------------------------++-------------------------------------------------------------------------------------
                            ||                1366.52 USD                 1906.01 USD                  2891.85 USD 
============================++=====================================================================================
 Net:                       || 39524.32 USD, 120.12 VACHR  74668.45 USD, 240.24 VACHR  106299.32 USD, 337.26 VACHR 

The same reports as HTML:

$ hledger -f examples/bcexample.hledger is -Y -3 -S -o is.html
$ hledger -f examples/bcexample.hledger bs -Y -V --infer-value -o bs.html
$ open is.html bs.html

Income Statement 2012-01-01..2014-10-11

201220132014
 
Revenues
17000.00 IRAUSD17500.00 IRAUSD17500.00 IRAUSD
129132.20 USD, 120.12 VACHR129382.20 USD, 120.12 VACHR106183.70 USD, 97.02 VACHR
0114.42 USD258.92 USD
Total:17000.00 IRAUSD, 129132.20 USD, 120.12 VACHR17500.00 IRAUSD, 129496.62 USD, 120.12 VACHR17500.00 IRAUSD, 106442.62 USD, 97.02 VACHR
 
Expenses
28800.00 USD28800.00 USD21600.00 USD
4517.54 USD4286.23 USD4164.76 USD
2188.90 USD2222.97 USD1602.51 USD
1320.00 USD1320.00 USD1080.00 USD
1099.80 USD1099.80 USD888.30 USD
960.48 USD959.82 USD720.50 USD
780.00 USD780.00 USD585.00 USD
711.88 USD711.88 USD574.98 USD
632.32 USD632.32 USD510.72 USD
35.80 USD214.80 USD89.50 USD
75.40 USD75.40 USD60.90 USD
48.00 USD48.00 USD40.00 USD
16.28 USD19.79 USD47.65 USD
022.35 USD0
017500.00 IRAUSD, 51477.20 USD859.09 USD
0017500.00 IRAUSD, 41836.20 USD
17000.00 IRAUSD, 51477.20 USD917.43 USD0
Total:17000.00 IRAUSD, 92663.60 USD17500.00 IRAUSD, 93587.99 USD17500.00 IRAUSD, 74660.11 USD
 
Net:36468.60 USD, 120.12 VACHR35908.63 USD, 120.12 VACHR31782.51 USD, 97.02 VACHR


Balance Sheet 2012-12-31..2014-12-31, valued at period ends

201220132014
 
Assets
7448.62 USD7247.12 USD596.05 USD
337.18 USD239.06 USD5120.50 USD
06213.90 USD6592.60 USD
1364.90 USD4021.92 USD2648.26 USD
1411.56 USD2414.28 USD4290.84 USD
4695.80 USD5456.00 USD14782.32 USD
120.12 VACHR240.24 VACHR337.26 VACHR
-0.04 USD0-0.02 USD
15595.79 USD28532.66 USD41391.57 USD
10037.03 USD22449.53 USD33769.05 USD
Total:40890.84 USD, 120.12 VACHR76574.46 USD, 240.24 VACHR109191.17 USD, 337.26 VACHR
 
Liabilities
1366.52 USD1906.01 USD2891.85 USD
Total:1366.52 USD1906.01 USD2891.85 USD
 
Net:39524.32 USD, 120.12 VACHR74668.45 USD, 240.24 VACHR106299.32 USD, 337.26 VACHR