polyipseity Validate Journals Skill
Note: Use full path ledger/[year]/[year]-[month]/[name].journal (e.g., ledger/2024/2024-01/self.journal).
Validate journals to catch errors and ensure consistency before committing.
When to Use
- Before committing changes
- After editing journal files
- When adding new transactions or accounts
- When troubleshooting validation errors
Quick Start
Note: Use canonical scripts: bun run format then bun run check (or python -m ... with cwd=scripts/ when required). See .agents/instructions/developer-workflows.instructions.md and .agents/instructions/agent-quickstart.instructions.md for details and quick commands.
Examples: See ./examples.md for quick validation command examples and common fixes.
Tip (integrated): Run bun run format first to reduce noisy validation failures — advice reflected in lessons.md.
What Check Validates
The python -m check script runs hledger --strict mode checking:
- accounts - All accounts defined in preludes
- assertions - Balance assertions match
- autobalanced - Postings balanced
- balanced - Double-entry bookkeeping (transactions balance)
- commodities - Commodity usage matches definitions
- ordereddates - Date ordering correct
- parseable - Valid hledger syntax
- payees - Payee definitions exist
- tags - Tag usage matches definitions
Common Errors & Fixes
| Error | Fix |
|---|---|
| Account not defined | Add to preludes/self.journal |
| Balance mismatch | Fix transaction or prior balances |
| Transaction not balanced | Add missing postings |
| Payee not defined | Add to preludes/self.journal |
| Tag not defined | Add to preludes/self.journal |
| Date out of order | Correct date or reorder |
| Small closing/opening mismatch | Compare the affected account running balance and adjust the matched opening/closing equity posting |
Format Validation
The formatter normalizes:
- Amounts to 2 decimal places:
50.00 HKD - Large numbers with spaces:
16 966.42 HKD - Comment properties alphabetically:
activity:, eating:, time:, timezone: - Preserves UUIDs:
assets:banks:<bank-uuid>
Note: See .agents/instructions/common-workflows.instructions.md for the canonical Pre-Commit Checklist (Husky + lint-staged) and setup instructions, including running bun run format, python -m check, and bun run test. Also see .agents/instructions/developer-workflows.instructions.md for scripts/ working directory guidance.
Checking Specific Months
# Check single month instead of all
hledger -f ledger/2025/2025-01/self.journal --strict bal
# Verify specific account
hledger -f ledger/index.journal accounts | grep "your-search"
hledger -f ledger/index.journal register "assets:cash"
Best Practices
- Validate frequently (not just before commit)
- Format before validation
- Fix errors immediately
- Keep preludes clean
- When fixing month-end balances, validate the corrected month and the following month together
- Always run
python -m checkbefore committing