ANN: hledger 1.52, hledger 2.0 preview 1

News
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G'day all. I'm pleased to announce a hledger double release!

hledger 1.52, with

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

I'm delighted to say that 13 people contributed code to this release:

Simon Michael,
Caleb Maclennan,
Dmitry Astapov,
Marko Kocić,
RahulShankarV52,
Tuong Nguyen Manh,
Ilja Kocken,
Jens Petersen,
Joshua Chapman,
Juliano Solanho,
Oleg Bulatov,
g. nicholas d'andrea,
n0vdd.

And hledger 2.0 preview 1 (version number: 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: AI - hledger

Release contributors:

Simon Michael,
Juliano Solanho.

Also hledger.org has moved to a new server, running the latest mdbook. Pages' tables of contents are now integrated in the sidebar, and are more detailed.

As always, hledger (https://hledger.org) is free, robust, friendly, fast, cross-platform, double-entry, multi-currency, multi-interface, GNU GPL-licensed, plain text accounting software. It is built around human-readable, version-controllable, future-proof plain text files. The UIs may seem basic at first, but it is powerful, flexible, and fun to use.

It is a combination of accounting app, bookkeeper's multitool, bootcamp/refresher course, and supportive community. It can help you learn bookkeeping, untangle accounting messes, track your financial status and history, run forecasts, set budgets and saving goals, produce detailed time reports, convert/transform financial data, check the correctness of other systems, and create more balance and calm in your life. Beginners, experts, contributors, sponsors welcome!

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Oh, I noticed this just today! Came in very handy. :blush:

Thanks for our ongoing work!

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Hi, and as always, thank you for awesome work. Can't imagine how much of a dedicated work this is.

Skimming through the release note, I'm not sure I got it right.

2026-02-01 sell AAA
    assets:stocks   -10 AAA {$100} @ $150   ; sell 10 shares (basis $100) at $150
    assets:cash    $1500
    revenue:gains

Does the new update means that revenue:gains will be inferred?

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Hi @shlewislee - essentially yes. The acquisition should also be recorded, to avoid an error:

account revenue:gains  ; type:G

2026-01-01 buy
    assets:cash   $-1000
    assets:stocks     10 AAA {$100}

2026-02-01 sell AAA
    assets:stocks    -10 AAA {$100} @ $150
    assets:cash    $1500
    revenue:gains

$ hledger -f a.j print -x --lots
2026-01-01 buy
    assets:cash                                       $-1000
    assets:stocks:{2026-01-01, $100}    10 AAA {$100} @ $100

2026-02-01 sell AAA
    assets:stocks:{2026-01-01, $100}    -10 AAA {2026-01-01, $100} @ $150
    assets:cash                                                     $1500
    revenue:gains                                                   $-500