And, hledger 2.0 preview 1 (AKA 1.99.1), which adds

automated lot tracking and capital gains calculation,
improvements to `print`'s beancount output,
and a new policy for AI-assisted development.

This is the first hledger release to explore AI-assisted development, so please do check out the evolving AI policy/FAQ: https://hledger.org/AI.html

- https://github.com/simonmichael/hledger/releases/1.99.1
- https://hledger.org/relnotes.html#2026-03-28-hledger-1991

#plaintextaccounting #haskell

AI - hledger

plain text accounting, made easy

I'm pleased to announce a #hledger double release! First, hledger 1.52, with

more robust paging,
faster valuation,
commodity tags,
and cost basis annotations which are preserved and can be exported (examples provided).

- https://github.com/simonmichael/hledger/releases/1.52
- https://hledger.org/relnotes.html#2026-03-20-hledger-152
- https://hledger.org/install

#plaintextaccounting #haskell

Release 1.52 · simonmichael/hledger

Release notes Preserve cost basis syntax, cost basis export examples, faster valuation, commodity tags, more robust paging, fixes. hledger 1.52 Features aregister and register now support --drop...

GitHub

https://shinglyu.com/blog/2026/03/18/hledger-and-ai.html

“Once you see how clean the numbers are — and how easy it is to verify them — going back to spreadsheets feels like going back to a flip phone.”
#plaintextaccounting @shinglyu

hledger and AI: Managing Your Finances in Plain Text | Shing's Blog

Shing Lyu's blog

You get automation without blindly trusting a model with your numbers. Write the import rules once, and everything stays deterministic and auditable after that.

If you want more control over their financial data without paying for yet another SaaS tool, this might be the workflow you've been looking for.

Full post: https://shinglyu.com/blog/2026/03/18/hledger-and-ai.html

#PersonalFinance #hledger #PlainTextAccounting #Expat #AI

hledger and AI: Managing Your Finances in Plain Text | Shing's Blog

Shing Lyu's blog

@Bebef ahso - ich verwende client-seitig kein Excel oder ähnliches.
Hab eine selbstgebaute Pipeline, welche mit Hilfe von "mlr" die exportierten CSVs normalisiert und dann basierend auf teils generierten, teils manuell definierten Regeln mit "hledger import..." meine Journals generiert.

Ich sehe also die CSVs im plain-text.

#hledger #plaintextaccounting #miller

Support question for the #hledger #plaintextaccounting community:

Prefacing this by acknowledging that I know I'm probably trying to do something weird, but I’m just getting started so please be patient.

I’m trying to import a large CSV file and am running into unbalance transaction errors. For example:
> hledger: Error: /Users/cris/checking.csv:1751-1750:
> 1751 | 2025-03-21 Starting Balance
> | SBA $-100
>
> This transaction is unbalanced.
> The real postings' sum should be 0 but is: $-100

The line from the CSV file is:
> SBA,,03/21/2025,Starting Balance,,,,,$100,$0.00,Cleared

And the relevant rule from my import rules:
> fields account1, , date, description, , , account2, comment, amount-out, amount-in,

I can manually add the above transaction without issues, so I guess I need some clarity as to what I'm doing wrong with my import file.

Thanks!

This aside, I understand the wish to have your accounting be on a rock solid foundation - I feel the same. No software is perfect, but you can still achieve it: keep your data, and if you need extra assurance, your reports, in version control; use double entry bookkeeping; regularly reconcile with real world balances; and perhaps run extra correctness checks. (#plaintextaccounting FTW.)
It is now very hard to miss any mistake made by your software - you'll see and address it right away.
GitHub - rustledger/rustledger: Modern plain text accounting. Beancount compatible.

Modern plain text accounting. Beancount compatible. - rustledger/rustledger

GitHub
For 🦀led #plaintextaccounting there’s rustledger and rustfava. Not that I need the speed boost but cool regardless.

Me! 👋

Don't Skip The Docs.
For emacs tips, start at https://hledger.org/editors.html#emacs.

Don't assume you need hledger-mode (ledger-mode also works well, I use it).

With flycheck-hledger (or a VCS precommit hook), don't feel you need maximal error checking - do what's most useful now, you can always do stricter checks manually.

Don't try for perfect accounts/files/workflow up front - expect evolution.

Don't limit yourself with an ancient hledger version - get the latest.

#hledger #plaintextaccounting

Editors - hledger

plain text accounting, made easy