hledger-balance
A flexible, general purpose "summing" report that shows accounts with some kind of numeric data.
TLDR
Show the balance change in all accounts from all postings over all time
$ hledger balance
Show the balance change in accounts named *expenses*, as a tree, summarising the top two levels only
$ hledger balance [expenses] --tree --depth [2]
Show expenses each month, and their totals and averages, sorted by total; and their monthly budget goals
$ hledger balance [expenses] --monthly --row-total --average --sort-amount --budget
Similar to the above, shorter form, matching accounts by Expense type, as a two level tree without squashing boring accounts
$ hledger bal type:[X] -MTAS --budget -t -[2] --no-elide
Show end balances (including from postings before the start date), quarterly in 2024, in accounts named *assets* or *liabilities*
$ hledger balance --historical --period '[quarterly in 2024]' [assets] [liabilities]
Similar to the above, shorter form; also show zero balances, sort by total and summarise to three levels
$ hledger bal -HQ date:[2024] type:[AL] -ES -[3]
Show investment assets' market value in base currency at the end of each quarter
$ hledger bal -HVQ [assets:investments]
Show unrealised capital gains/losses from market price changes in each quarter, for non-cryptocurrency investment assets
$ hledger bal --gain -Q [assets:investments] not:[cryptocurrency]
