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rledger report

Generate standard financial reports from your ledger.

Usage

bash
rledger report [OPTIONS] [FILE] <SUBCOMMAND>

Subcommands

CommandAliasDescription
balancesAll account balances
balsheetbalBalance sheet (Assets, Liabilities, Equity)
incomeisIncome statement (Income, Expenses)
journalregisterTransaction register
holdingsInvestment holdings with cost basis
networthNet worth over time
accountsList all accounts
commoditiesList all currencies/commodities
pricesList price entries
statsLedger statistics

Global Options

OptionDescription
-P, --profile <PROFILE>Use a profile from config
-f, --format <FORMAT>Output: text, csv, json
-v, --verboseShow verbose output

Examples

Account Balances

bash
rledger report balances ledger.beancount

Filter by account:

bash
rledger report balances -a Expenses ledger.beancount
rledger report balances -a Assets:Bank ledger.beancount

Balance Sheet

bash
rledger report balsheet ledger.beancount
# or
rledger report bal ledger.beancount

Output:

Assets
  Bank:Checking         5,234.00 USD
  Bank:Savings         12,000.00 USD
  Investments           8,500.00 USD
───────────────────────────────────────
Total Assets           25,734.00 USD

Liabilities
  CreditCard              -450.00 USD
───────────────────────────────────────
Total Liabilities         -450.00 USD

Net Worth              25,284.00 USD

Income Statement

bash
rledger report income ledger.beancount
# or
rledger report is ledger.beancount

Transaction Journal

bash
# All transactions
rledger report journal ledger.beancount

# Filter by account
rledger report journal -a Expenses:Food ledger.beancount

# Limit entries
rledger report journal -l 20 ledger.beancount

Holdings

bash
rledger report holdings ledger.beancount

Output:

Account                   Units     Cost Basis    Market Value    Gain/Loss
─────────────────────────────────────────────────────────────────────────────
Assets:Brokerage:AAPL     10.00     1,500.00 USD   1,750.00 USD   +250.00 USD
Assets:Brokerage:GOOGL     5.00     2,000.00 USD   2,100.00 USD   +100.00 USD

Net Worth Over Time

bash
rledger report networth ledger.beancount

Statistics

bash
rledger report stats ledger.beancount

Output:

Ledger Statistics
─────────────────
Transactions:     1,234
Accounts:            45
Commodities:          3
Directives:       1,456
Date range:       2020-01-01 to 2024-03-15

Output Formats

bash
# CSV for spreadsheets
rledger report balances -f csv ledger.beancount > balances.csv

# JSON for scripts
rledger report balances -f json ledger.beancount | jq '.'

See Also