hledger/hledger-ui/hledger-ui.m4.md

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# NAME
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hledger-ui - robust, friendly plain text accounting (TUI version)

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# SYNOPSIS
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`hledger-ui    [OPTS] [QUERYARGS]`\
`hledger ui -- [OPTS] [QUERYARGS]`

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# DESCRIPTION
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This manual is for hledger's terminal interface, version _version_.
See also the hledger manual for common concepts and file formats.

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<div class="screenshots-right">
<a href="/images/hledger-ui/hledger-ui-sample-acc2.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-sample-acc2.png" title="Accounts screen with query and depth limit" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-sample-acc.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-sample-acc.png" title="Accounts screen" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-sample-acc-greenterm.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-sample-acc-greenterm.png" title="Accounts screen with greenterm theme" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-sample-txn.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-sample-txn.png" title="Transaction screen" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-sample-reg.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-sample-reg.png" title="Register screen" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-bcexample-acc.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-bcexample-acc.png" title="beancount example accounts" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-bcexample-acc-etrade-cash.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-bcexample-acc-etrade-cash.png" title="beancount example's etrade cash subaccount" height="180"/></a>
<a href="/images/hledger-ui/hledger-ui-bcexample-acc-etrade.png" class="highslide" onclick="return hs.expand(this)"><img src="/images/hledger-ui/hledger-ui-bcexample-acc-etrade.png" title="beancount example's etrade investments, all commoditiess" height="180"/></a>
</div>
}})

hledger-ui is hledger's terminal interface, providing an efficient full-window text UI
for viewing accounts and transactions, and some limited data entry capability.
It is easier than hledger's command-line interface, and
sometimes quicker and more convenient than the web interface.

Like hledger, it _inputfileswithptr_

Unlike hledger, hledger-ui hides all future-dated transactions by default.
They can be revealed, along with any rule-generated periodic transactions,
by pressing the F key (or starting with --forecast) to enable "forecast mode".

# OPTIONS

Any QUERYARGS are interpreted as a hledger search query which filters the data.

hledger-ui provides the following options:

`-w --watch`
: watch for data and date changes and reload automatically

`--theme=default|terminal|greenterm`
: use this custom display theme

`--menu`
: start in the menu screen

`--cash`
: start in the cash accounts screen

`--bs`
: start in the balance sheet accounts screen

`--is`
: start in the income statement accounts screen

`--all`
: start in the all accounts screen

`--register=ACCTREGEX`
: start in the (first) matched account's register screen

`--change`
: show period balances (changes) at startup instead of historical balances

`-l --flat`
: show accounts as a flat list (default)

`-t --tree`
: show accounts as a tree

hledger-ui also supports many of hledger's general options
(and the hledger manual's command line tips also apply here):

## General help options

_helpoptions_

## General input options

_inputoptions_

## General reporting options

_reportingoptions_

# MOUSE

In most modern terminals, you can navigate through the screens with a
mouse or touchpad:

- Use mouse wheel or trackpad to scroll up and down
- Click on list items to go deeper
- Click on the left margin (column 0) to go back.

# KEYS

Keyboard gives more control.

`?` shows a help dialog listing all keys.
(Some of these also appear in the quick help at the bottom of each screen.)
Press `?` again (or `ESCAPE`, or `LEFT`, or `q`) to close it.
The following keys work on most screens:

The cursor keys navigate:
`RIGHT` or `ENTER` goes deeper,
`LEFT` returns to the previous screen,
`UP`/`DOWN`/`PGUP`/`PGDN`/`HOME`/`END` move up and down through lists.
Emacs-style (`CTRL-p`/`CTRL-n`/`CTRL-f`/`CTRL-b`)
and VI-style (`k`,`j`,`l`,`h`) 
movement keys are also supported.
A tip: movement speed is limited by your keyboard repeat rate,
to move faster you may want to adjust it.
(If you're on a mac, the karabiner app is one way to do that.)

With shift pressed, the cursor keys adjust the report period,
limiting the transactions to be shown (by default, all are shown).
`SHIFT-DOWN/UP` steps downward and upward through these standard report period durations:
year, quarter, month, week, day.
Then, `SHIFT-LEFT/RIGHT` moves to the previous/next period.
`T` sets the report period to today.
With the `-w/--watch` option, when viewing a "current" period
(the current day, week, month, quarter, or year),
the period will move automatically to track the current date.
To set a non-standard period, you can use `/` and a `date:` query.

(Mac users: SHIFT-DOWN/UP keys do not work by default in Terminal, as of MacOS Monterey.
You can configure them as follows: 
open Terminal,
press CMD-comma to open preferences,
click Profiles,
select your current terminal profile on the left,
click Keyboard on the right,
click + and add this for Shift-Down: `\033[1;2B`,
click + and add this for Shift-Up:   `\033[1;2A`.
Press the Escape key to enter the `\033` part, you can't type it directly.)

`/` lets you set a general filter query limiting the data shown,
using the same [query terms](hledger.html#queries) as in hledger and hledger-web.
While editing the query, you can use [CTRL-a/e/d/k, BS, cursor keys](http://hackage.haskell.org/package/brick-0.7/docs/brick-widgets-edit.html#t:editor);
press `ENTER` to set it, or `ESCAPE`to cancel.
There are also keys for quickly adjusting some common filters like account depth and transaction status (see below).
`BACKSPACE` or `DELETE` removes all filters, showing all transactions.

As mentioned above, by default hledger-ui hides future transactions -
both ordinary transactions recorded in the journal, and periodic
transactions generated by rule. `F` toggles forecast mode, in which
future/forecasted transactions are shown.

`ESCAPE` resets the UI state and jumps back to the top screen,
restoring the app's initial state at startup.
Or, it cancels minibuffer data entry or the help dialog.

`CTRL-l` redraws the screen and centers the selection if possible
(selections near the top won't be centered, since we don't scroll above the top).

`g` reloads from the data file(s) and updates the current screen and any
previous screens. (With large files, this could cause a noticeable pause.)

`I` toggles balance assertion checking.
Disabling balance assertions temporarily can be useful for troubleshooting.

`a` runs command-line hledger's add command, and reloads the updated file.
This allows some basic data entry.

`A` is like `a`, but runs the [hledger-iadd](http://hackage.haskell.org/package/hledger-iadd) tool,
which provides a terminal interface.
This key will be available if `hledger-iadd` is installed in $path.

`E` runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (`emacsclient -a "" -nw`) on the journal file.
With some editors (emacs, vi), the cursor will be positioned at the current transaction
when invoked from the register and transaction screens, and at the error location (if possible)
when invoked from the error screen.

`B` toggles cost mode, showing amounts converted to their cost's commodity
(see [hledger manual > Cost reporting](hledger.md#cost-reporting).

`V` toggles value mode, showing amounts converted to their market value
(see [hledger manual > Valuation](hledger.md#valuation) flag).
More specifically, 

1. By default, the `V` key toggles showing end value (`--value=end`) on or off.
  The valuation date will be the report end date if specified, otherwise today.

2. If you started hledger-ui with some other valuation (such as `--value=then,EUR`),
  the `V` key toggles that off or on.

Cost/value tips:
- When showing end value, you can change the report end date without restarting, by pressing `/` and adding a query like ` date:..YYYY-MM-DD`.
- Either cost mode, or value mode, can be active, but not both at once. Cost mode takes precedence.
- There's not yet any visual indicator that cost or value mode is active, other than the amount values.

`q` quits the application.

Additional screen-specific keys are described below.

# SCREENS

At startup, hledger-ui shows a menu screen by default.
From here you can navigate to other screens using the cursor keys:
`UP`/`DOWN` to select, `RIGHT` to move to the selected screen, `LEFT` to return to the previous screen.
Or you can use `ESC` to return directly to the top menu screen.

You can also use a command line flag to specific a different startup screen
(`--cs`, `--bs`, `--is`, `--all`, or `--register=ACCT`).

## Menu

This is the top-most screen.
From here you can navigate to several screens listing accounts of various types.
Note some of these may not show anything until you have configured [account types](/hledger.html#account-types).

## Cash accounts

This screen shows "cash" (ie, liquid asset) accounts (like `hledger balancesheet type:c`).
It always shows balances (historical ending balances on the date shown in the title line).

## Balance sheet accounts

This screen shows asset, liability and equity accounts (like `hledger balancesheetequity`).
It always shows balances.

## Income statement accounts

This screen shows revenue and expense accounts (like `hledger incomestatement`).
It always shows changes (balance changes in the period shown in the title line).

## All accounts

This screen shows all accounts in your journal (unless filtered by a query; like `hledger balance`).
It shows balances by default; you can toggle showing changes with the `H` key.

## Register

This screen shows the transactions affecting a particular account.
Each line represents one transaction, and shows:

- the other account(s) involved, in abbreviated form.
  (If there are both real and virtual postings, it
  shows only the accounts affected by real postings.)

- the overall change to the current account's balance;
  positive for an inflow to this account, negative for an outflow.

- the running total after the transaction.
  With the `H` key you can toggle between
  - the period total, which is from just the transactions displayed
  - or the historical total, which includes any undisplayed transactions before the start of the report period (and matching the filter query if any).
    This will be the running historical balance (what you would see on a bank's website, eg) if not disturbed by a query.

Note, this screen combines each transaction's in-period postings to a
single line item, dated with the earliest in-period transaction or
posting date (like hledger's `aregister`). So custom posting dates can
cause the running balance to be temporarily inaccurate.
(See [hledger manual > aregister and posting dates](hledger.md#aregister-and-posting-dates).)

Transactions affecting this account's subaccounts will be included in the register
if the accounts screen is in tree mode,
or if it's in list mode but this account has subaccounts which are not shown due to a depth limit.
In other words, the register always shows the transactions contributing to the balance shown on the accounts screen.
Tree mode/list mode can be toggled with `t` here also.

`U` toggles filtering by [unmarked status](hledger.html#status), showing or hiding unmarked transactions.
Similarly, `P` toggles pending transactions, and `C` toggles cleared transactions.
(By default, transactions with all statuses are shown;
if you activate one or two status filters, only those transactions are shown;
and if you activate all three, the filter is removed.)

`R` toggles real mode, in which [virtual postings](hledger.html#virtual-postings) are ignored.

`z` toggles nonzero mode, in which only transactions posting a nonzero
change are shown (hledger-ui shows zero items by default,
unlike command-line hledger).

Press `RIGHT` to view the selected transaction in detail.

## Transaction

This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_journal(5)).

The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are
shown.  Simple transactions have two postings, but there can be more
(or in certain cases, fewer).

`UP` and `DOWN` will step through all transactions listed in the
previous account register screen.  In the title bar, the numbers in
parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most
transactions appear in multiple account registers). The #N number
preceding them is the transaction's position within the complete
unfiltered journal, which is a more stable id (at least until the next
reload).

On this screen (and the register screen), the `E` key will open your text editor
with the cursor positioned at the current transaction if possible.

This screen has a limitation with showing file updates:
it will not show them until you exit and re-enter it.
So eg to see the effect of using the `E` key, currently you must:
- press `E`, edit and save the file, then exit the editor, returning to hledger-ui
- press `g` to reload the file (or use `-w/--watch` mode)
- press `LEFT` then `RIGHT` to exit and re-enter the transaction screen.

## Error

This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem,
press g again to reload and resume normal operation.
(Or, you can press escape to cancel the reload attempt.)


# TIPS

## Watch mode

One of hledger-ui's best features is the auto-reloading `-w/--watch` mode.
With this flag, it will update the display automatically whenever changes
are saved to the data files. 

This is very useful when reconciling. A good workflow is to have
your bank's online register open in a browser window, for reference;
the journal file open in an editor window;
and hledger-ui in watch mode in a terminal window, eg:
```cli
$ hledger-ui --watch --register checking -C
```
As you mark things cleared in the editor,
you can see the effect immediately without having to context switch.
This leaves more mental bandwidth for your accounting.
Of course you can still interact with hledger-ui when needed,
eg to toggle cleared mode, or to explore the history.

There are currently some limitations with `--watch`:

It may not work correctly for you, depending on platform or system configuration.
(Eg [#836](https://github.com/simonmichael/hledger/issues/836).)

At least on mac, there can be a slow build-up of CPU usage over time,
until the program is restarted (or, suspending and restarting with
`CTRL-z` `fg` may be enough).

It will not detect file changes made
by certain editors, such as Jetbrains IDEs or `gedit`,
or on certain less common filesystems.
(To work around, press `g` to reload manually,
or try [#1617](https://github.com/simonmichael/hledger/issues/1617)'s `fs.inotify.max_user_watches` workaround and let us know.)

If you are viewing files mounted from another machine, the system
clocks on both machines should be roughly in agreement.

## Debug output

You can add `--debug[=N]` to the command line to log debug output.
This will be logged to the file `hledger-ui.log` in the current directory.
N ranges from 1 (least output, the default) to 9 (maximum output).

# ENVIRONMENT

**COLUMNS**
The screen width to use.
Default: the full terminal width.

**LEDGER_FILE**
The main journal file to use when not specified with `-f/--file`.
Default: `$HOME/.hledger.journal`.

# BUGS

_reportbugs_

Some known issues:

`-f-` doesn't work (hledger-ui can't read from stdin).

If you press `g` with large files, there could be a noticeable pause.

The Transaction screen does not update from file changes
until you exit and re-endter it (see SCREENS > Transaction above).

`--watch` is not yet fully robust on all platforms (see Watch mode above).