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doc: update manuals
This commit is contained in:
Simon Michael
parent
fcfa7ed78a
commit
0bf0c30b8d
@ -1,2 +1,2 @@
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{September 2023}})m4_dnl
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m4_define({{_monthyear_}}, {{November 2023}})m4_dnl
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@ -1,2 +1,2 @@
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{September 2023}})m4_dnl
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m4_define({{_monthyear_}}, {{November 2023}})m4_dnl
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@ -1,5 +1,5 @@
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.TH "HLEDGER-UI" "1" "September 2023" "hledger-ui-1.31.99 " "hledger User Manuals"
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.TH "HLEDGER-UI" "1" "November 2023" "hledger-ui-1.31.99 " "hledger User Manuals"
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@ -347,25 +347,28 @@ current transaction when invoked from the register and transaction
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screens, and at the error location (if possible) when invoked from the
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screens, and at the error location (if possible) when invoked from the
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error screen.
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error screen.
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.PP
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.PP
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\f[V]B\f[R] toggles cost mode, showing amounts in their cost\[aq]s
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\f[V]B\f[R] toggles cost mode, showing amounts converted to their
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commodity (like toggling the \f[V]-B/--cost\f[R] flag).
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cost\[aq]s commodity (see hledger manual > Cost reporting.
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.PP
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.PP
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\f[V]V\f[R] toggles value mode, showing amounts\[aq] current market
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\f[V]V\f[R] toggles value mode, showing amounts converted to their
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value in their default valuation commodity (like toggling the
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market value (see hledger manual > Valuation flag).
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\f[V]-V/--market\f[R] flag).
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More specifically,
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Note, \[dq]current market value\[dq] means the value on the report end
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.IP "1." 3
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date if specified, otherwise today.
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By default, the \f[V]V\f[R] key toggles showing end value
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To see the value on another date, you can temporarily set that as the
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(\f[V]--value=end\f[R]) on or off.
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report end date.
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The valuation date will be the report end date if specified, otherwise
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Eg: to see a transaction as it was valued on july 30, go to the accounts
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today.
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or register screen, press \f[V]/\f[R], and add \f[V]date:-7/30\f[R] to
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.IP "2." 3
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the query.
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If you started hledger-ui with some other valuation (such as
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\f[V]--value=then,EUR\f[R]), the \f[V]V\f[R] key toggles that off or on.
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.PP
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.PP
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At most one of cost or value mode can be active at once.
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Cost/value tips: - When showing end value, you can change the report end
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.PP
|
date without restarting, by pressing \f[V]/\f[R] and adding a query like
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There\[aq]s not yet any visual reminder when cost or value mode is
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\f[V]date:..YYYY-MM-DD\f[R].
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active; for now pressing \f[V]b\f[R] \f[V]b\f[R] \f[V]v\f[R] should
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- Either cost mode, or value mode, can be active, but not both at once.
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reliably reset to normal mode.
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Cost mode takes precedence.
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- There\[aq]s not yet any visual indicator that cost or value mode is
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active, other than the amount values.
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.PP
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.PP
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\f[V]q\f[R] quits the application.
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\f[V]q\f[R] quits the application.
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.PP
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.PP
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@ -436,6 +439,13 @@ This will be the running historical balance (what you would see on a
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bank\[aq]s website, eg) if not disturbed by a query.
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bank\[aq]s website, eg) if not disturbed by a query.
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.RE
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.RE
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.PP
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.PP
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Note, this screen combines each transaction\[aq]s in-period postings to
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a single line item, dated with the earliest in-period transaction or
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posting date (like hledger\[aq]s \f[V]aregister\f[R]).
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So custom posting dates can cause the running balance to be temporarily
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inaccurate.
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(See hledger manual > aregister and posting dates.)
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.PP
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Transactions affecting this account\[aq]s subaccounts will be included
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Transactions affecting this account\[aq]s subaccounts will be included
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in the register if the accounts screen is in tree mode, or if it\[aq]s
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in the register if the accounts screen is in tree mode, or if it\[aq]s
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in list mode but this account has subaccounts which are not shown due to
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in list mode but this account has subaccounts which are not shown due to
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@ -377,22 +377,25 @@ cursor will be positioned at the current transaction when invoked from
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the register and transaction screens, and at the error location (if
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the register and transaction screens, and at the error location (if
|
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possible) when invoked from the error screen.
|
possible) when invoked from the error screen.
|
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|
|
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'B' toggles cost mode, showing amounts in their cost's commodity
|
'B' toggles cost mode, showing amounts converted to their cost's
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(like toggling the '-B/--cost' flag).
|
commodity (see hledger manual > Cost reporting.
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|
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'V' toggles value mode, showing amounts' current market value in
|
'V' toggles value mode, showing amounts converted to their market
|
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their default valuation commodity (like toggling the '-V/--market'
|
value (see hledger manual > Valuation flag). More specifically,
|
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flag). Note, "current market value" means the value on the report end
|
|
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date if specified, otherwise today. To see the value on another date,
|
|
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you can temporarily set that as the report end date. Eg: to see a
|
|
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transaction as it was valued on july 30, go to the accounts or register
|
|
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screen, press '/', and add 'date:-7/30' to the query.
|
|
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|
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At most one of cost or value mode can be active at once.
|
1. By default, the 'V' key toggles showing end value ('--value=end')
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|
on or off. The valuation date will be the report end date if
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|
specified, otherwise today.
|
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|
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There's not yet any visual reminder when cost or value mode is
|
2. If you started hledger-ui with some other valuation (such as
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active; for now pressing 'b' 'b' 'v' should reliably reset to normal
|
'--value=then,EUR'), the 'V' key toggles that off or on.
|
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mode.
|
|
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|
Cost/value tips: - When showing end value, you can change the report
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|
end date without restarting, by pressing '/' and adding a query like
|
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|
'date:..YYYY-MM-DD'. - Either cost mode, or value mode, can be active,
|
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|
but not both at once. Cost mode takes precedence. - There's not yet
|
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|
any visual indicator that cost or value mode is active, other than the
|
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|
amount values.
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|
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'q' quits the application.
|
'q' quits the application.
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|
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@ -500,6 +503,12 @@ line represents one transaction, and shows:
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historical balance (what you would see on a bank's website,
|
historical balance (what you would see on a bank's website,
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eg) if not disturbed by a query.
|
eg) if not disturbed by a query.
|
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|
|
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|
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
|
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|
cause the running balance to be temporarily inaccurate. (See hledger
|
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|
manual > aregister and posting dates.)
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|
|
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Transactions affecting this account's subaccounts will be included in
|
Transactions affecting this account's subaccounts will be included in
|
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the register if the accounts screen is in tree mode, or if it's in list
|
the register if the accounts screen is in tree mode, or if it's in list
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mode but this account has subaccounts which are not shown due to a depth
|
mode but this account has subaccounts which are not shown due to a depth
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@ -677,34 +686,34 @@ Node: MOUSE7825
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Ref: #mouse7920
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Ref: #mouse7920
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Node: KEYS8157
|
Node: KEYS8157
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Ref: #keys8250
|
Ref: #keys8250
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Node: SCREENS12763
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Node: SCREENS12905
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Ref: #screens12861
|
Ref: #screens13003
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Node: Menu13441
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Node: Menu13583
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Ref: #menu13534
|
Ref: #menu13676
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Node: Cash accounts13729
|
Node: Cash accounts13871
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Ref: #cash-accounts13871
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Ref: #cash-accounts14013
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Node: Balance sheet accounts14055
|
Node: Balance sheet accounts14197
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Ref: #balance-sheet-accounts14236
|
Ref: #balance-sheet-accounts14378
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Node: Income statement accounts14356
|
Node: Income statement accounts14498
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Ref: #income-statement-accounts14542
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Ref: #income-statement-accounts14684
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Node: All accounts14706
|
Node: All accounts14848
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Ref: #all-accounts14852
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Ref: #all-accounts14994
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Node: Register15034
|
Node: Register15176
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Ref: #register15158
|
Ref: #register15300
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Node: Transaction17120
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Node: Transaction17584
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Ref: #transaction17243
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Ref: #transaction17707
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Node: Error18660
|
Node: Error19124
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Ref: #error18754
|
Ref: #error19218
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Node: TIPS18998
|
Node: TIPS19462
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Ref: #tips19097
|
Ref: #tips19561
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Node: Watch mode19139
|
Node: Watch mode19603
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Ref: #watch-mode19246
|
Ref: #watch-mode19710
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Node: Debug output20705
|
Node: Debug output21169
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Ref: #debug-output20816
|
Ref: #debug-output21280
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Node: ENVIRONMENT21028
|
Node: ENVIRONMENT21492
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Ref: #environment21138
|
Ref: #environment21602
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Node: BUGS21329
|
Node: BUGS21793
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||||||
Ref: #bugs21412
|
Ref: #bugs21876
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|
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End Tag Table
|
End Tag Table
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|
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@ -314,21 +314,25 @@ KEYS
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register and transaction screens, and at the error location (if possi-
|
register and transaction screens, and at the error location (if possi-
|
||||||
ble) when invoked from the error screen.
|
ble) when invoked from the error screen.
|
||||||
|
|
||||||
B toggles cost mode, showing amounts in their cost's commodity (like
|
B toggles cost mode, showing amounts converted to their cost's commod-
|
||||||
toggling the -B/--cost flag).
|
ity (see hledger manual > Cost reporting.
|
||||||
|
|
||||||
V toggles value mode, showing amounts' current market value in their
|
V toggles value mode, showing amounts converted to their market value
|
||||||
default valuation commodity (like toggling the -V/--market flag).
|
(see hledger manual > Valuation flag). More specifically,
|
||||||
Note, "current market value" means the value on the report end date if
|
|
||||||
specified, otherwise today. To see the value on another date, you can
|
|
||||||
temporarily set that as the report end date. Eg: to see a transaction
|
|
||||||
as it was valued on july 30, go to the accounts or register screen,
|
|
||||||
press /, and add date:-7/30 to the query.
|
|
||||||
|
|
||||||
At most one of cost or value mode can be active at once.
|
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.
|
||||||
|
|
||||||
There's not yet any visual reminder when cost or value mode is active;
|
2. If you started hledger-ui with some other valuation (such as
|
||||||
for now pressing b b v should reliably reset to normal mode.
|
--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,
|
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|
but not both at once. Cost mode takes precedence. - There's not yet
|
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|
any visual indicator that cost or value mode is active, other than the
|
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|
amount values.
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|
|
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q quits the application.
|
q quits the application.
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|
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@ -389,6 +393,12 @@ SCREENS
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(what you would see on a bank's website, eg) if not disturbed by a
|
(what you would see on a bank's website, eg) if not disturbed by a
|
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query.
|
query.
|
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|
|
||||||
|
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
|
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|
cause the running balance to be temporarily inaccurate. (See hledger
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|
manual > aregister and posting dates.)
|
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|
|
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Transactions affecting this account's subaccounts will be included in
|
Transactions affecting this account's subaccounts will be included in
|
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the register if the accounts screen is in tree mode, or if it's in list
|
the register if the accounts screen is in tree mode, or if it's in list
|
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mode but this account has subaccounts which are not shown due to a
|
mode but this account has subaccounts which are not shown due to a
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@ -527,4 +537,4 @@ LICENSE
|
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SEE ALSO
|
SEE ALSO
|
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hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
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|
|
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hledger-ui-1.31.99 September 2023 HLEDGER-UI(1)
|
hledger-ui-1.31.99 November 2023 HLEDGER-UI(1)
|
||||||
|
|||||||
@ -1,2 +1,2 @@
|
|||||||
m4_dnl Date to show in man pages. Updated by "Shake manuals"
|
m4_dnl Date to show in man pages. Updated by "Shake manuals"
|
||||||
m4_define({{_monthyear_}}, {{September 2023}})m4_dnl
|
m4_define({{_monthyear_}}, {{November 2023}})m4_dnl
|
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|
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@ -1,5 +1,5 @@
|
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|
|
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.TH "HLEDGER-WEB" "1" "September 2023" "hledger-web-1.31.99 " "hledger User Manuals"
|
.TH "HLEDGER-WEB" "1" "November 2023" "hledger-web-1.31.99 " "hledger User Manuals"
|
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|
|
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|
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|
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@ -102,12 +102,11 @@ hledger-web normally serves static files itself, but if you wanted to
|
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serve them from another server for efficiency, you would set the url
|
serve them from another server for efficiency, you would set the url
|
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with this.
|
with this.
|
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.TP
|
.TP
|
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\f[V]--capabilities=CAP[,CAP..]\f[R]
|
\f[V]--allow=view|add|edit\f[R]
|
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enable the view, add, and/or manage capabilities (default: view,add)
|
set the user\[aq]s access level for changing data (default:
|
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.TP
|
\f[V]add\f[R]).
|
||||||
\f[V]--capabilities-header=HTTPHEADER\f[R]
|
It also accepts \f[V]sandstorm\f[R] for use on that platform (reads
|
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read capabilities to enable from a HTTP header, like
|
permissions from the \f[V]X-Sandstorm-Permissions\f[R] request header).
|
||||||
X-Sandstorm-Permissions (default: disabled)
|
|
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.TP
|
.TP
|
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\f[V]--test\f[R]
|
\f[V]--test\f[R]
|
||||||
run hledger-web\[aq]s tests and exit.
|
run hledger-web\[aq]s tests and exit.
|
||||||
|
|||||||
@ -110,14 +110,11 @@ will be applied in addition to any search query entered there.
|
|||||||
normally serves static files itself, but if you wanted to serve
|
normally serves static files itself, but if you wanted to serve
|
||||||
them from another server for efficiency, you would set the url with
|
them from another server for efficiency, you would set the url with
|
||||||
this.
|
this.
|
||||||
'--capabilities=CAP[,CAP..]'
|
'--allow=view|add|edit'
|
||||||
|
|
||||||
enable the view, add, and/or manage capabilities (default:
|
set the user's access level for changing data (default: 'add'). It
|
||||||
view,add)
|
also accepts 'sandstorm' for use on that platform (reads
|
||||||
'--capabilities-header=HTTPHEADER'
|
permissions from the 'X-Sandstorm-Permissions' request header).
|
||||||
|
|
||||||
read capabilities to enable from a HTTP header, like
|
|
||||||
X-Sandstorm-Permissions (default: disabled)
|
|
||||||
'--test'
|
'--test'
|
||||||
|
|
||||||
run hledger-web's tests and exit. hspec test runner args may
|
run hledger-web's tests and exit. hspec test runner args may
|
||||||
@ -648,28 +645,28 @@ Tag Table:
|
|||||||
Node: Top225
|
Node: Top225
|
||||||
Node: OPTIONS2580
|
Node: OPTIONS2580
|
||||||
Ref: #options2685
|
Ref: #options2685
|
||||||
Node: General help options5996
|
Node: General help options5973
|
||||||
Ref: #general-help-options6146
|
Ref: #general-help-options6123
|
||||||
Node: General input options6428
|
Node: General input options6405
|
||||||
Ref: #general-input-options6614
|
Ref: #general-input-options6591
|
||||||
Node: General reporting options7316
|
Node: General reporting options7293
|
||||||
Ref: #general-reporting-options7481
|
Ref: #general-reporting-options7458
|
||||||
Node: PERMISSIONS10871
|
Node: PERMISSIONS10848
|
||||||
Ref: #permissions11010
|
Ref: #permissions10987
|
||||||
Node: EDITING UPLOADING DOWNLOADING12222
|
Node: EDITING UPLOADING DOWNLOADING12199
|
||||||
Ref: #editing-uploading-downloading12403
|
Ref: #editing-uploading-downloading12380
|
||||||
Node: RELOADING13237
|
Node: RELOADING13214
|
||||||
Ref: #reloading13371
|
Ref: #reloading13348
|
||||||
Node: JSON API13804
|
Node: JSON API13781
|
||||||
Ref: #json-api13919
|
Ref: #json-api13896
|
||||||
Node: DEBUG OUTPUT19407
|
Node: DEBUG OUTPUT19384
|
||||||
Ref: #debug-output19532
|
Ref: #debug-output19509
|
||||||
Node: Debug output19559
|
Node: Debug output19536
|
||||||
Ref: #debug-output-119660
|
Ref: #debug-output-119637
|
||||||
Node: ENVIRONMENT20077
|
Node: ENVIRONMENT20054
|
||||||
Ref: #environment20196
|
Ref: #environment20173
|
||||||
Node: BUGS20313
|
Node: BUGS20290
|
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Ref: #bugs20397
|
Ref: #bugs20374
|
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|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|
||||||
|
|||||||
@ -87,13 +87,10 @@ OPTIONS
|
|||||||
them from another server for efficiency, you would set the url
|
them from another server for efficiency, you would set the url
|
||||||
with this.
|
with this.
|
||||||
|
|
||||||
--capabilities=CAP[,CAP..]
|
--allow=view|add|edit
|
||||||
enable the view, add, and/or manage capabilities (default:
|
set the user's access level for changing data (default: add).
|
||||||
view,add)
|
It also accepts sandstorm for use on that platform (reads per-
|
||||||
|
missions from the X-Sandstorm-Permissions request header).
|
||||||
--capabilities-header=HTTPHEADER
|
|
||||||
read capabilities to enable from a HTTP header, like X-Sand-
|
|
||||||
storm-Permissions (default: disabled)
|
|
||||||
|
|
||||||
--test run hledger-web's tests and exit. hspec test runner args may
|
--test run hledger-web's tests and exit. hspec test runner args may
|
||||||
follow a --, eg: hledger-web --test -- --help
|
follow a --, eg: hledger-web --test -- --help
|
||||||
@ -567,4 +564,4 @@ LICENSE
|
|||||||
SEE ALSO
|
SEE ALSO
|
||||||
hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
||||||
|
|
||||||
hledger-web-1.31.99 September 2023 HLEDGER-WEB(1)
|
hledger-web-1.31.99 November 2023 HLEDGER-WEB(1)
|
||||||
|
|||||||
@ -1,2 +1,2 @@
|
|||||||
m4_dnl Date to show in man pages. Updated by "Shake manuals"
|
m4_dnl Date to show in man pages. Updated by "Shake manuals"
|
||||||
m4_define({{_monthyear_}}, {{September 2023}})m4_dnl
|
m4_define({{_monthyear_}}, {{November 2023}})m4_dnl
|
||||||
|
|||||||
File diff suppressed because it is too large
Load Diff
2328
hledger/hledger.info
2328
hledger/hledger.info
File diff suppressed because it is too large
Load Diff
@ -97,18 +97,17 @@ Input
|
|||||||
Usually the data file is in hledger's journal format, but it can be in
|
Usually the data file is in hledger's journal format, but it can be in
|
||||||
any of the supported file formats, which currently are:
|
any of the supported file formats, which currently are:
|
||||||
|
|
||||||
Reader: Reads: Used for file exten-
|
Reader: Reads: Used for file extensions:
|
||||||
sions:
|
|
||||||
-----------------------------------------------------------------------------
|
-----------------------------------------------------------------------------
|
||||||
journal hledger journal files and some Ledger .journal .j .hledger
|
journal hledger journal files and some .journal .j .hledger .ledger
|
||||||
journals, for transactions .ledger
|
Ledger journals, for transac-
|
||||||
time- timeclock files, for precise time log- .timeclock
|
tions
|
||||||
clock ging
|
timeclock timeclock files, for precise .timeclock
|
||||||
timedot timedot files, for approximate time .timedot
|
time logging
|
||||||
logging
|
timedot timedot files, for approximate .timedot
|
||||||
csv CSV/SSV/TSV/character-separated values, .csv .ssv .tsv
|
time logging
|
||||||
for data import .csv.rules .ssv.rules
|
csv CSV/SSV/TSV/character-sepa- .csv .ssv .tsv .csv.rules
|
||||||
.tsv.rules
|
rated values, for data import .ssv.rules .tsv.rules
|
||||||
|
|
||||||
These formats are described in more detail below.
|
These formats are described in more detail below.
|
||||||
|
|
||||||
@ -494,16 +493,71 @@ Command line tips
|
|||||||
and vice versa. (See eg #961).
|
and vice versa. (See eg #961).
|
||||||
|
|
||||||
Regular expressions
|
Regular expressions
|
||||||
hledger uses regular expressions in a number of places:
|
A regular expression (regexp) is a small piece of text where certain
|
||||||
|
characters (like ., ^, $, +, *, (), |, [], \) have special meanings,
|
||||||
|
forming a tiny language for matching text precisely - very useful in
|
||||||
|
hledger and elsewhere. To learn all about them, visit regular-expres-
|
||||||
|
sions.info.
|
||||||
|
|
||||||
o query terms, on the command line and in the hledger-web search form:
|
hledger supports regexps whenever you are entering a pattern to match
|
||||||
REGEX, desc:REGEX, cur:REGEX, tag:...=REGEX
|
something, eg in query arguments, account aliases, CSV if rules,
|
||||||
|
hledger-web's search form, hledger-ui's / search, etc. You may need to
|
||||||
|
wrap them in quotes, especially at the command line (see Special char-
|
||||||
|
acters above). Here are some examples:
|
||||||
|
|
||||||
o CSV rules conditional blocks: if REGEX ...
|
Account name queries (quoted for command line use):
|
||||||
|
|
||||||
o account alias directive and --alias option: alias /REGEX/ = REPLACE-
|
Regular expression: Matches:
|
||||||
MENT, --alias /REGEX/=REPLACEMENT
|
------------------- ------------------------------------------------------------
|
||||||
|
bank assets:bank, assets:bank:savings, expenses:art:banksy, ...
|
||||||
|
:bank assets:bank:savings, expenses:art:banksy
|
||||||
|
:bank: assets:bank:savings
|
||||||
|
'^bank' none of those ( ^ matches beginning of text )
|
||||||
|
'bank$' assets:bank ( $ matches end of text )
|
||||||
|
'big \$ bank' big $ bank ( \ disables following character's special meaning )
|
||||||
|
'\bbank\b' assets:bank, assets:bank:savings ( \b matches word boundaries )
|
||||||
|
'(sav|check)ing' saving or checking ( (|) matches either alternative )
|
||||||
|
'saving|checking' saving or checking ( outer parentheses are not needed )
|
||||||
|
'savings?' saving or savings ( ? matches 0 or 1 of the preceding thing )
|
||||||
|
'my +bank' my bank, my bank, ... ( + matches 1 or more of the preceding thing )
|
||||||
|
'my *bank' mybank, my bank, my bank, ... ( * matches 0 or more of the preceding thing )
|
||||||
|
'b.nk' bank, bonk, b nk, ... ( . matches any character )
|
||||||
|
|
||||||
|
Some other queries:
|
||||||
|
|
||||||
|
desc:'amazon|amzn|audible' Amazon transactions
|
||||||
|
cur:EUR amounts with commodity symbol containing EUR
|
||||||
|
cur:'\$' amounts with commodity symbol containing $
|
||||||
|
cur:'^\$$' only $ amounts, not eg AU$ or CA$
|
||||||
|
cur:....? amounts with 4-or-more-character symbols
|
||||||
|
tag:.=202[1-3] things with any tag whose value contains 2021, 2022 or 2023
|
||||||
|
|
||||||
|
Account name aliases: accept . instead of : as account separator:
|
||||||
|
|
||||||
|
alias /\./=: replaces all periods in account names with colons
|
||||||
|
|
||||||
|
Show multiple top-level accounts combined as one:
|
||||||
|
|
||||||
|
--alias='/^[^:]+/=combined' ( [^:] matches any character other than : )
|
||||||
|
|
||||||
|
Show accounts with the second-level part removed:
|
||||||
|
|
||||||
|
--alias '/^([^:]+):[^:]+/ = \1'
|
||||||
|
match a top-level account and a second-level account
|
||||||
|
and replace those with just the top-level account
|
||||||
|
( \1 in the replacement text means "whatever was matched
|
||||||
|
by the first parenthesised part of the regexp"
|
||||||
|
|
||||||
|
CSV rules: match CSV records containing dining-related MCC codes:
|
||||||
|
|
||||||
|
if \?MCC581[124]
|
||||||
|
|
||||||
|
Match CSV records with a specific amount around the end/start of month:
|
||||||
|
|
||||||
|
if %amount \b3\.99
|
||||||
|
& %date (29|30|31|01|02|03)$
|
||||||
|
|
||||||
|
hledger's regular expressions
|
||||||
hledger's regular expressions come from the regex-tdfa library. If
|
hledger's regular expressions come from the regex-tdfa library. If
|
||||||
they're not doing what you expect, it's important to know exactly what
|
they're not doing what you expect, it's important to know exactly what
|
||||||
they support:
|
they support:
|
||||||
@ -517,10 +571,10 @@ Command line tips
|
|||||||
|
|
||||||
4. they also support GNU word boundaries (\b, \B, \<, \>)
|
4. they also support GNU word boundaries (\b, \B, \<, \>)
|
||||||
|
|
||||||
5. they do not support backreferences; if you write \1, it will match
|
5. backreferences are supported when doing text replacement in account
|
||||||
the digit 1. Except when doing text replacement, eg in account
|
aliases or CSV rules, where backreferences can be used in the re-
|
||||||
aliases, where backreferences can be used in the replacement string
|
placement string to reference capturing groups in the search regexp.
|
||||||
to reference capturing groups in the search regexp.
|
Otherwise, if you write \1, it will match the digit 1.
|
||||||
|
|
||||||
6. they do not support mode modifiers ((?s)), character classes (\w,
|
6. they do not support mode modifiers ((?s)), character classes (\w,
|
||||||
\d), or anything else not mentioned above.
|
\d), or anything else not mentioned above.
|
||||||
@ -568,7 +622,7 @@ Output
|
|||||||
Some commands offer other kinds of output, not just text on the termi-
|
Some commands offer other kinds of output, not just text on the termi-
|
||||||
nal. Here are those commands and the formats currently supported:
|
nal. Here are those commands and the formats currently supported:
|
||||||
|
|
||||||
- txt csv html json sql
|
- txt csv/tsv html json sql
|
||||||
--------------------------------------------------------------------------------------
|
--------------------------------------------------------------------------------------
|
||||||
aregister Y Y Y Y
|
aregister Y Y Y Y
|
||||||
balance Y 1 Y 1 Y 1,2 Y
|
balance Y 1 Y 1 Y 1,2 Y
|
||||||
@ -1132,7 +1186,7 @@ Journal
|
|||||||
A decimal mark can be written as a period or a comma:
|
A decimal mark can be written as a period or a comma:
|
||||||
|
|
||||||
1.23
|
1.23
|
||||||
1,23456780000009
|
1,23
|
||||||
|
|
||||||
In the integer part of the quantity (left of the decimal mark), groups
|
In the integer part of the quantity (left of the decimal mark), groups
|
||||||
of digits can optionally be separated by a digit group mark - a space,
|
of digits can optionally be separated by a digit group mark - a space,
|
||||||
@ -1143,21 +1197,15 @@ Journal
|
|||||||
INR 9,99,99,999.00
|
INR 9,99,99,999.00
|
||||||
1 000 000.9455
|
1 000 000.9455
|
||||||
|
|
||||||
Note, a number containing a single digit group mark and no decimal mark
|
hledger is not biased towards period or comma decimal marks, so a num-
|
||||||
is ambiguous. Are these digit group marks or decimal marks ?
|
ber containing just one period or comma, like 1,000 or 1.000, is am-
|
||||||
|
biguous. In such cases hledger assumes it is a decimal mark, parsing
|
||||||
|
both of these as 1.
|
||||||
|
|
||||||
1,000
|
To disambiguate these and ensure accurate number parsing, especially if
|
||||||
1.000
|
you use digit group marks, we recommend declaring the decimal mark.
|
||||||
|
You can declare it for each file with decimal-mark directives, or for
|
||||||
If you don't tell it otherwise, hledger will assume both of the above
|
each commodity with commodity directives (described below).
|
||||||
are decimal marks, parsing both numbers as 1.
|
|
||||||
|
|
||||||
To prevent confusing parsing mistakes and undetected typos, especially
|
|
||||||
if your data contains digit group marks (eg, thousands separators), we
|
|
||||||
recommend explicitly declaring the decimal mark character in each jour-
|
|
||||||
nal file, using a directive at the top of the file. The decimal-mark
|
|
||||||
directive is best, otherwise commodity directives will also work.
|
|
||||||
These are described below.
|
|
||||||
|
|
||||||
Commodity
|
Commodity
|
||||||
Amounts in hledger have both a "quantity", which is a signed decimal
|
Amounts in hledger have both a "quantity", which is a signed decimal
|
||||||
@ -1196,66 +1244,45 @@ Journal
|
|||||||
|
|
||||||
Commodity display style
|
Commodity display style
|
||||||
For the amounts in each commodity, hledger chooses a consistent display
|
For the amounts in each commodity, hledger chooses a consistent display
|
||||||
style to use in most reports. (Exceptions: price amounts, and all
|
style (symbol placement, decimal mark and digit group marks, number of
|
||||||
amounts displayed by the print command, are displayed with all of their
|
decimal digits) to use in most reports. This is inferred as follows:
|
||||||
decimal digits visible.)
|
|
||||||
|
|
||||||
A commodity's display style is inferred as follows.
|
First, if there's a D directive declaring a default commodity, that
|
||||||
|
commodity symbol and amount format is applied to all no-symbol amounts
|
||||||
|
in the journal.
|
||||||
|
|
||||||
First, if a default commodity is declared with D, this commodity and
|
Then each commodity's display style is determined from its commodity
|
||||||
its style is applied to any no-symbol amounts in the journal.
|
directive. We recommend always declaring commodities with commodity
|
||||||
|
directives, since they help ensure consistent display styles and preci-
|
||||||
|
sions, and bring other benefits such as error checking for commodity
|
||||||
|
symbols.
|
||||||
|
|
||||||
Then each commodity's style is inferred from one of the following, in
|
But if a commodity directive is not present, hledger infers a commod-
|
||||||
order of preference:
|
ity's display styles from its amounts as they are written in the jour-
|
||||||
|
nal (excluding cost amounts and amounts in periodic transaction rules
|
||||||
|
or auto posting rules). It uses
|
||||||
|
|
||||||
o The commodity directive for that commodity (including the no-symbol
|
o the symbol placement and decimal mark of the first amount seen
|
||||||
commodity), if any.
|
|
||||||
|
|
||||||
o The amounts in that commodity seen in the journal's transactions.
|
o the digit group marks of the first amount with digit group marks
|
||||||
(Posting amounts only; prices and periodic or auto rules are ignored,
|
|
||||||
currently.)
|
|
||||||
|
|
||||||
o The built-in fallback style, which looks like this: $1000.00. (Sym-
|
o and the maximum number of decimal digits seen across all amounts.
|
||||||
bol on the left, period decimal mark, two decimal places.)
|
|
||||||
|
|
||||||
A style is inferred from journal amounts as follows:
|
And as fallback if no applicable amounts are found, it would use a de-
|
||||||
|
fault style, like $1000.00 (symbol on the left with no space, period as
|
||||||
|
decimal mark, and two decimal digits).
|
||||||
|
|
||||||
o Use the general style (decimal mark, symbol placement) of the first
|
Finally, commodity styles can be overridden by the -c/--commodity-style
|
||||||
amount
|
command line option.
|
||||||
|
|
||||||
o Use the first-seen digit group style (digit group mark, digit group
|
|
||||||
sizes), if any
|
|
||||||
|
|
||||||
o Use the maximum number of decimal places of all.
|
|
||||||
|
|
||||||
Cost amounts don't affect the commodity display style directly, but oc-
|
|
||||||
casionally they can do so indirectly (eg when a posting's amount is in-
|
|
||||||
ferred using a cost). If you find this causing problems, use a commod-
|
|
||||||
ity directive to fix the display style.
|
|
||||||
|
|
||||||
To summarise: each commodity's amounts will be normalised to (a) the
|
|
||||||
style declared by a commodity directive, or (b) the style of the first
|
|
||||||
posting amount in the journal, with the first-seen digit group style
|
|
||||||
and the maximum-seen number of decimal places. So if your reports are
|
|
||||||
showing amounts in a way you don't like, eg with too many decimal
|
|
||||||
places, use a commodity directive. Some examples:
|
|
||||||
|
|
||||||
# declare euro, dollar, bitcoin and no-symbol commodities and set their
|
|
||||||
# input number formats and output display styles:
|
|
||||||
commodity EUR 1.000,
|
|
||||||
commodity $1000.00
|
|
||||||
commodity 1000.00000000 BTC
|
|
||||||
commodity 1 000.
|
|
||||||
|
|
||||||
The inferred commodity style can be overridden by supplying a command
|
|
||||||
line option.
|
|
||||||
|
|
||||||
Rounding
|
Rounding
|
||||||
Amounts are stored internally as decimal numbers with up to 255 decimal
|
Amounts are stored internally as decimal numbers with up to 255 decimal
|
||||||
places, and displayed with the number of decimal places specified by
|
places. They are displayed with their original journal precisions by
|
||||||
the commodity display style. Note, hledger uses banker's rounding: it
|
print and print-like reports, and rounded to their display precision
|
||||||
rounds to the nearest even number, eg 0.5 displayed with zero decimal
|
(the number of decimal digits specified by the commodity display style)
|
||||||
places is "0").
|
by other reports. When rounding, hledger uses banker's rounding (it
|
||||||
|
rounds to the nearest even digit). So eg 0.5 displayed with zero deci-
|
||||||
|
mal digits appears as "0".
|
||||||
|
|
||||||
Costs
|
Costs
|
||||||
After a posting amount, you can note its cost (when buying) or selling
|
After a posting amount, you can note its cost (when buying) or selling
|
||||||
@ -2084,84 +2111,76 @@ Journal
|
|||||||
$ hledger accounts --alias assets=bassetts type:a
|
$ hledger accounts --alias assets=bassetts type:a
|
||||||
|
|
||||||
commodity directive
|
commodity directive
|
||||||
You can use commodity directives to declare your commodities. In fact
|
The commodity directive performs several functions:
|
||||||
the commodity directive performs several functions at once:
|
|
||||||
|
|
||||||
1. It declares commodities which may be used in the journal. This can
|
1. It declares which commodity symbols may be used in the journal, en-
|
||||||
optionally be enforced, providing useful error checking. (Cf Com-
|
abling useful error checking with strict mode or the check command.
|
||||||
modity error checking)
|
(See Commodity error checking below.)
|
||||||
|
|
||||||
2. It declares which decimal mark character (period or comma), to ex-
|
2. It declares the precision with which this commodity's amounts should
|
||||||
pect when parsing input - useful to disambiguate international num-
|
be compared when checking for balanced transactions.
|
||||||
ber formats in your data. Without this, hledger will parse both
|
|
||||||
1,000 and 1.000 as 1. (Cf Amounts)
|
|
||||||
|
|
||||||
3. It declares how to render the commodity's amounts when displaying
|
3. It declares how this commodity's amounts should be displayed, eg
|
||||||
output - the decimal mark, any digit group marks, the number of dec-
|
their symbol placement, digit group mark if any, digit group sizes,
|
||||||
imal places, symbol placement and so on. (Cf Commodity display
|
decimal mark (period or comma), and the number of decimal places.
|
||||||
style)
|
(See Commodity display style above.)
|
||||||
|
|
||||||
You will run into one of the problems solved by commodity directives
|
4. It sets which decimal mark (period or comma) to expect when parsing
|
||||||
sooner or later, so we recommend using them, for robust and predictable
|
subsequent amounts in this commodity (if there is no decimal-mark
|
||||||
parsing and display.
|
directive in effect. See Decimal marks, digit group marks above.
|
||||||
|
For related dev discussion, see #793.)
|
||||||
|
|
||||||
Generally you should put them at the top of your journal file (since
|
Declaring commodities solves several common parsing/display problems,
|
||||||
for function 2, they affect only following amounts, cf #793).
|
so we recommend it. Generally you should put commodity directives at
|
||||||
|
the top of your journal file (because function 4 is position-sensi-
|
||||||
|
tive).
|
||||||
|
|
||||||
A commodity directive is just the word commodity followed by a sample
|
Commodity directive syntax
|
||||||
amount, like this:
|
A commodity directive is normally the word commodity followed by a sam-
|
||||||
|
ple amount (and optionally a comment). Only the amount's symbol and
|
||||||
;commodity SAMPLEAMOUNT
|
format is significant. Eg:
|
||||||
|
|
||||||
commodity $1000.00
|
commodity $1000.00
|
||||||
commodity 1,000.0000 AAAA ; optional same-line comment
|
commodity 1.000,00 EUR
|
||||||
|
commodity 1 000 000.0000 ; the no-symbol commodity
|
||||||
|
|
||||||
It may also be written on multiple lines, and use the format subdirec-
|
A commodity directive's sample amount must always include a period or
|
||||||
tive, as in Ledger. Note in this case the commodity symbol appears
|
comma decimal mark (this rule helps disambiguate decimal marks and
|
||||||
twice; it must be the same in both places:
|
digit group marks). If you don't want to show any decimal digits,
|
||||||
|
write the decimal mark at the end:
|
||||||
|
|
||||||
;commodity SYMBOL
|
commodity 1000. AAAA ; show AAAA with no decimals
|
||||||
; format SAMPLEAMOUNT
|
|
||||||
|
Commodity symbols containing spaces, numbers, or punctuation must be
|
||||||
|
enclosed in double quotes, as usual:
|
||||||
|
|
||||||
|
commodity 1.0000 "AAAA 2023"
|
||||||
|
|
||||||
|
Commodity directives normally include a sample amount, but can declare
|
||||||
|
only a symbol (ie, just function 1 above):
|
||||||
|
|
||||||
|
commodity $
|
||||||
|
commodity INR
|
||||||
|
commodity "AAAA 2023"
|
||||||
|
commodity "" ; the no-symbol commodity
|
||||||
|
|
||||||
|
Commodity directives may also be written with an indented format subdi-
|
||||||
|
rective, as in Ledger. The symbol is repeated and must be the same in
|
||||||
|
both places. Other subdirectives are currently ignored:
|
||||||
|
|
||||||
; display indian rupees with currency name on the left,
|
; display indian rupees with currency name on the left,
|
||||||
; thousands, lakhs and crores comma-separated,
|
; thousands, lakhs and crores comma-separated,
|
||||||
; period as decimal point, and two decimal places.
|
; period as decimal point, and two decimal places.
|
||||||
commodity INR
|
commodity INR
|
||||||
format INR 1,00,00,000.00
|
format INR 1,00,00,000.00
|
||||||
|
an unsupported subdirective ; ignored by hledger
|
||||||
Other indented subdirectives are currently ignored.
|
|
||||||
|
|
||||||
Remember that if the commodity symbol contains spaces, numbers, or
|
|
||||||
punctuation, it must be enclosed in double quotes (cf Commodity).
|
|
||||||
|
|
||||||
The amount's quantity does not matter; only the format is significant.
|
|
||||||
It must include a decimal mark - either a period or a comma - followed
|
|
||||||
by 0 or more decimal digits.
|
|
||||||
|
|
||||||
A few more examples:
|
|
||||||
|
|
||||||
# number formats for $, EUR, INR and the no-symbol commodity:
|
|
||||||
commodity $1,000.00
|
|
||||||
commodity EUR 1.000,00
|
|
||||||
commodity INR 9,99,99,999.0
|
|
||||||
commodity 1 000 000.
|
|
||||||
|
|
||||||
Note hledger normally uses banker's rounding, so 0.5 displayed with
|
|
||||||
zero decimal digits is "0". (More at Commodity display style.)
|
|
||||||
|
|
||||||
Even in the presence of commodity directives, the commodity display
|
|
||||||
style can still be overridden by supplying a command line option.
|
|
||||||
|
|
||||||
Commodity error checking
|
Commodity error checking
|
||||||
In strict mode, enabled with the -s/--strict flag, hledger will report
|
In strict mode (-s/--strict) (or when you run hledger check commodi-
|
||||||
an error if a commodity symbol is used that has not been declared by a
|
ties), hledger will report an error if an undeclared commodity symbol
|
||||||
commodity directive. This works similarly to account error checking,
|
is used. (With one exception: zero amounts are always allowed to have
|
||||||
see the notes there for more details.
|
no commodity symbol.) It works like account error checking (described
|
||||||
|
above).
|
||||||
Note, this disallows amounts without a commodity symbol, because cur-
|
|
||||||
rently it's not possible (?) to declare the "no-symbol" commodity with
|
|
||||||
a directive. This is one exception for convenience: zero amounts are
|
|
||||||
always allowed to have no commodity symbol.
|
|
||||||
|
|
||||||
decimal-mark directive
|
decimal-mark directive
|
||||||
You can use a decimal-mark directive - usually one per file, at the top
|
You can use a decimal-mark directive - usually one per file, at the top
|
||||||
@ -3012,9 +3031,9 @@ CSV
|
|||||||
To assign a value to a hledger field, write the field name (any of the
|
To assign a value to a hledger field, write the field name (any of the
|
||||||
standard hledger field/pseudo-field names, defined below), a space,
|
standard hledger field/pseudo-field names, defined below), a space,
|
||||||
followed by a text value on the same line. This text value may inter-
|
followed by a text value on the same line. This text value may inter-
|
||||||
polate CSV fields, referenced by their 1-based position in the CSV
|
polate CSV fields, referenced either by their 1-based position in the
|
||||||
record (%N), or by the name they were given in the fields list (%CSV-
|
CSV record (%N) or by the name they were given in the fields list
|
||||||
FIELD).
|
(%CSVFIELD), and regular expression match groups (\N).
|
||||||
|
|
||||||
Some examples:
|
Some examples:
|
||||||
|
|
||||||
@ -3264,7 +3283,29 @@ CSV
|
|||||||
o When a matcher is preceded by ampersand (&) it will be AND'ed with
|
o When a matcher is preceded by ampersand (&) it will be AND'ed with
|
||||||
the previous matcher (both of them must match).
|
the previous matcher (both of them must match).
|
||||||
|
|
||||||
There's not yet an easy syntax to negate a matcher.
|
When a matcher is preceded by an exclamation mark (!), the matcher will
|
||||||
|
be negated, ie it will exclude CSV records that match.
|
||||||
|
|
||||||
|
Match groups
|
||||||
|
Matchers can define match groups: parenthesised portions of the regular
|
||||||
|
expression which are available for reference in field assignments.
|
||||||
|
Groups are enclosed in regular parentheses (( and )) and can be nested.
|
||||||
|
Each group is available in field assignments using the token \N, where
|
||||||
|
N is an index into the match groups for this conditional block (e.g.
|
||||||
|
\1, \2, etc.).
|
||||||
|
|
||||||
|
Example: Warp credit card payment postings to the beginning of the
|
||||||
|
billing period (Month start), to match how they are presented in state-
|
||||||
|
ments, using posting dates:
|
||||||
|
|
||||||
|
if %date (....-..)-..
|
||||||
|
comment2 date:\1-01
|
||||||
|
|
||||||
|
Another example: Read the expense account from the CSV field, but throw
|
||||||
|
away a prefix:
|
||||||
|
|
||||||
|
if %account1 liabilities:family:(expenses:.*)
|
||||||
|
account1 \1
|
||||||
|
|
||||||
if table
|
if table
|
||||||
"if tables" are an alternative to if blocks; they can express many
|
"if tables" are an alternative to if blocks; they can express many
|
||||||
@ -3277,18 +3318,21 @@ CSV
|
|||||||
MATCHERC,VALUE1,VALUE2,...
|
MATCHERC,VALUE1,VALUE2,...
|
||||||
<empty line>
|
<empty line>
|
||||||
|
|
||||||
The first character after if is taken to be the separator for the rest
|
The first character after if is taken to be this if table's field sepa-
|
||||||
of the table. It should be a non-alphanumeric character like , or |
|
rator. It is unrelated to the separator used in the CSV file. It
|
||||||
that does not appear anywhere else in the table. (Note: it is unre-
|
should be a non-alphanumeric character like , or | that does not appear
|
||||||
lated to the CSV file's separator.) Whitespace can be used in the
|
anywhere else in the table (it should not be used in field names or
|
||||||
matcher lines for readability, but not in the if line currently. The
|
matchers or values, and it cannot be escaped with a backslash).
|
||||||
table must be terminated by an empty line (or end of file). Each line
|
|
||||||
must contain the same number of separators; empty values are allowed.
|
|
||||||
|
|
||||||
The above means: try all of the matchers; whenever a matcher succeeds,
|
Each line must contain the same number of separators; empty values are
|
||||||
assign all of the values on that line to the corresponding hledger
|
allowed. Whitespace can be used in the matcher lines for readability
|
||||||
fields; later lines can overrider earlier ones. It is equivalent to
|
(but not in the if line, currently). The table must be terminated by
|
||||||
this sequence of if blocks:
|
an empty line (or end of file).
|
||||||
|
|
||||||
|
An if table like the above is interpreted as follows: try all of the
|
||||||
|
matchers; whenever a matcher succeeds, assign all of the values on that
|
||||||
|
line to the corresponding hledger fields; later lines can overrider
|
||||||
|
earlier ones. It is equivalent to this sequence of if blocks:
|
||||||
|
|
||||||
if MATCHERA
|
if MATCHERA
|
||||||
HLEDGERFIELD1 VALUE1
|
HLEDGERFIELD1 VALUE1
|
||||||
@ -4165,6 +4209,53 @@ Timedot
|
|||||||
A sample.timedot file.
|
A sample.timedot file.
|
||||||
|
|
||||||
PART 3: REPORTING CONCEPTS
|
PART 3: REPORTING CONCEPTS
|
||||||
|
Amount formatting, parseability
|
||||||
|
If you're wondering why your print report sometimes shows trailing dec-
|
||||||
|
imal marks, even when there are no decimal digits; it does this to dis-
|
||||||
|
ambiguate ambiguous amounts (amounts which have one digit group mark
|
||||||
|
and no decimal digits), allowing them to be re-parsed reliably.
|
||||||
|
|
||||||
|
More generally: hledger output falls into three rough categories, which
|
||||||
|
format amounts a little bit differently to suit different consumers:
|
||||||
|
|
||||||
|
1. "hledger-readable output" - should be readable by hledger (and by
|
||||||
|
humans)
|
||||||
|
|
||||||
|
o This is produced by reports that show full journal entries: print,
|
||||||
|
import, close, rewrite etc.
|
||||||
|
|
||||||
|
o It shows amounts with their original journal precisions, which may
|
||||||
|
not be consistent.
|
||||||
|
|
||||||
|
o It adds a trailing decimal mark when needed to avoid showing ambigu-
|
||||||
|
ous amounts.
|
||||||
|
|
||||||
|
o It can be parsed reliably (by hledger and ledger2beancount at least,
|
||||||
|
but perhaps not by Ledger..)
|
||||||
|
|
||||||
|
2. "human-readable output" - usually for humans
|
||||||
|
|
||||||
|
o This is produced by all other reports.
|
||||||
|
|
||||||
|
o It shows amounts with standard display precisions, which will be con-
|
||||||
|
sistent within each commodity.
|
||||||
|
|
||||||
|
o It shows ambiguous amounts unmodified.
|
||||||
|
|
||||||
|
o It can be parsed reliably in the context of a known report (when you
|
||||||
|
know decimals are consistently not being shown, you can assume a sin-
|
||||||
|
gle mark is a digit group mark).
|
||||||
|
|
||||||
|
3. "machine-readable output" - usually for other software
|
||||||
|
|
||||||
|
o This is produced by all reports when an output format like csv, tsv,
|
||||||
|
json, or sql is selected.
|
||||||
|
|
||||||
|
o It shows amounts as 1 or 2 do, but without digit group marks.
|
||||||
|
|
||||||
|
o It can be parsed reliably (if needed, the decimal mark can be changed
|
||||||
|
with -c/--commodity-style).
|
||||||
|
|
||||||
Time periods
|
Time periods
|
||||||
Report start & end date
|
Report start & end date
|
||||||
By default, most hledger reports will show the full span of time repre-
|
By default, most hledger reports will show the full span of time repre-
|
||||||
@ -5127,21 +5218,29 @@ Value reporting
|
|||||||
that.
|
that.
|
||||||
|
|
||||||
Valuation date
|
Valuation date
|
||||||
Since market prices can change from day to day, market value reports
|
Market prices can change from day to day. hledger will use the prices
|
||||||
have a valuation date (or more than one), which determines which market
|
on a particular valuation date (or on more than one date). By default
|
||||||
prices will be used.
|
hledger uses "end" dates for valuation. More specifically:
|
||||||
|
|
||||||
For single period reports, if an explicit report end date is specified,
|
o For single period reports (including normal print and register re-
|
||||||
that will be used as the valuation date; otherwise the valuation date
|
ports):
|
||||||
is the journal's end date.
|
|
||||||
|
|
||||||
For multiperiod reports, each column/period is valued on the last day
|
o If an explicit report end date is specified, that is used
|
||||||
of the period, by default.
|
|
||||||
|
o Otherwise the latest transaction date or P directive date is used
|
||||||
|
(even if it's in the future)
|
||||||
|
|
||||||
|
o For multiperiod reports, each period is valued on its last day.
|
||||||
|
|
||||||
|
This can be customised with the --value option described below, which
|
||||||
|
can select either "then", "end", "now", or "custom" dates. (Note, this
|
||||||
|
has a bug in hledger-ui <=1.31: turning on valuation with the V key al-
|
||||||
|
ways resets it to "end".)
|
||||||
|
|
||||||
Finding market price
|
Finding market price
|
||||||
To convert a commodity A to its market value in another commodity B,
|
To convert a commodity A to its market value in another commodity B,
|
||||||
hledger looks for a suitable market price (exchange rate) as follows,
|
hledger looks for a suitable market price (exchange rate) as follows,
|
||||||
in this order of preference :
|
in this order of preference:
|
||||||
|
|
||||||
1. A declared market price or inferred market price: A's latest market
|
1. A declared market price or inferred market price: A's latest market
|
||||||
price in B on or before the valuation date as declared by a P direc-
|
price in B on or before the valuation date as declared by a P direc-
|
||||||
@ -5422,38 +5521,6 @@ Value reporting
|
|||||||
2000-03-01
|
2000-03-01
|
||||||
(a) 1 B
|
(a) 1 B
|
||||||
|
|
||||||
You may need to explicitly set a commodity's display style, when re-
|
|
||||||
verse prices are used. Eg this output might be surprising:
|
|
||||||
|
|
||||||
P 2000-01-01 A 2B
|
|
||||||
|
|
||||||
2000-01-01
|
|
||||||
a 1B
|
|
||||||
b
|
|
||||||
|
|
||||||
$ hledger print -x -X A
|
|
||||||
2000-01-01
|
|
||||||
a 0
|
|
||||||
b 0
|
|
||||||
|
|
||||||
Explanation: because there's no amount or commodity directive specify-
|
|
||||||
ing a display style for A, 0.5A gets the default style, which shows no
|
|
||||||
decimal digits. Because the displayed amount looks like zero, the com-
|
|
||||||
modity symbol and minus sign are not displayed either. Adding a com-
|
|
||||||
modity directive sets a more useful display style for A:
|
|
||||||
|
|
||||||
P 2000-01-01 A 2B
|
|
||||||
commodity 0.00A
|
|
||||||
|
|
||||||
2000-01-01
|
|
||||||
a 1B
|
|
||||||
b
|
|
||||||
|
|
||||||
$ hledger print -X A
|
|
||||||
2000-01-01
|
|
||||||
a 0.50A
|
|
||||||
b -0.50A
|
|
||||||
|
|
||||||
Interaction of valuation and queries
|
Interaction of valuation and queries
|
||||||
When matching postings based on queries in the presence of valuation,
|
When matching postings based on queries in the presence of valuation,
|
||||||
the following happens.
|
the following happens.
|
||||||
@ -5901,18 +5968,22 @@ PART 4: COMMANDS
|
|||||||
--align-all flag.
|
--align-all flag.
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions. The output formats supported are txt, csv, and json.
|
tions. The output formats supported are txt, csv, tsv, and json.
|
||||||
|
|
||||||
aregister and custom posting dates
|
aregister and posting dates
|
||||||
Transactions whose date is outside the report period can still be
|
aregister always shows one line (and date and amount) per transaction.
|
||||||
shown, if they have a posting to this account dated inside the report
|
But sometimes transactions have postings with different dates. Also,
|
||||||
period. (And in this case it's the posting date that is shown.) This
|
not all of a transaction's postings may be within the report period.
|
||||||
ensures that aregister can show an accurate historical running balance,
|
To resolve this, aregister shows the earliest of the transaction's date
|
||||||
matching the one shown by register -H with the same arguments.
|
and posting dates that is in-period, and the sum of the in-period post-
|
||||||
|
ings. In other words it will show a combined line item with just the
|
||||||
|
earliest date, and the running balance will (temporarily, until the
|
||||||
|
transaction's last posting) be inaccurate. Use register -H if you need
|
||||||
|
to see the individual postings.
|
||||||
|
|
||||||
To filter strictly by transaction date instead, add the --txn-dates
|
There is also a --txn-dates flag, which filters strictly by transaction
|
||||||
flag. If you use this flag and some of your postings have custom
|
date, ignoring posting dates. This too can cause an inaccurate running
|
||||||
dates, it's probably best to assume the running balance is wrong.
|
balance.
|
||||||
|
|
||||||
balance
|
balance
|
||||||
(bal)
|
(bal)
|
||||||
@ -5996,9 +6067,9 @@ PART 4: COMMANDS
|
|||||||
o commodities displayed on the same line or multiple lines (--layout)
|
o commodities displayed on the same line or multiple lines (--layout)
|
||||||
|
|
||||||
This command supports the output destination and output format options,
|
This command supports the output destination and output format options,
|
||||||
with output formats txt, csv, json, and (multi-period reports only:)
|
with output formats txt, csv, tsv, json, and (multi-period reports
|
||||||
html. In txt output in a colour-supporting terminal, negative amounts
|
only:) html. In txt output in a colour-supporting terminal, negative
|
||||||
are shown in red.
|
amounts are shown in red.
|
||||||
|
|
||||||
The --related/-r flag shows the balance of the other postings in the
|
The --related/-r flag shows the balance of the other postings in the
|
||||||
transactions of the postings which would normally be shown.
|
transactions of the postings which would normally be shown.
|
||||||
@ -6970,8 +7041,8 @@ PART 4: COMMANDS
|
|||||||
flipped.
|
flipped.
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, html, and (experimen-
|
tions The output formats supported are txt, csv, tsv, html, and (exper-
|
||||||
tal) json.
|
imental) json.
|
||||||
|
|
||||||
balancesheetequity
|
balancesheetequity
|
||||||
(bse)
|
(bse)
|
||||||
@ -7018,8 +7089,8 @@ PART 4: COMMANDS
|
|||||||
sign flipped.
|
sign flipped.
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, html, and (experimen-
|
tions The output formats supported are txt, csv, tsv, html, and (exper-
|
||||||
tal) json.
|
imental) json.
|
||||||
|
|
||||||
cashflow
|
cashflow
|
||||||
(cf)
|
(cf)
|
||||||
@ -7066,8 +7137,8 @@ PART 4: COMMANDS
|
|||||||
not:receivable, but with smarter account detection.
|
not:receivable, but with smarter account detection.
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, html, and (experimen-
|
tions The output formats supported are txt, csv, tsv, html, and (exper-
|
||||||
tal) json.
|
imental) json.
|
||||||
|
|
||||||
check
|
check
|
||||||
Check for various kinds of errors in your data.
|
Check for various kinds of errors in your data.
|
||||||
@ -7481,10 +7552,10 @@ PART 4: COMMANDS
|
|||||||
$ hledger help -m journal # show it with man, even if info is installed
|
$ hledger help -m journal # show it with man, even if info is installed
|
||||||
|
|
||||||
import
|
import
|
||||||
Read new transactions added to each FILE since last run, and add them
|
Read new transactions added to each FILE provided as arguments since
|
||||||
to the journal. Or with --dry-run, just print the transactions that
|
last run, and add them to the journal. Or with --dry-run, just print
|
||||||
would be added. Or with --catchup, just mark all of the FILEs' trans-
|
the transactions that would be added. Or with --catchup, just mark all
|
||||||
actions as imported, without actually importing any.
|
of the FILEs' current transactions as imported, without importing them.
|
||||||
|
|
||||||
This command may append new transactions to the main journal file
|
This command may append new transactions to the main journal file
|
||||||
(which should be in journal format). Existing transactions are not
|
(which should be in journal format). Existing transactions are not
|
||||||
@ -7501,14 +7572,14 @@ PART 4: COMMANDS
|
|||||||
common import source, and these docs focus on that case.
|
common import source, and these docs focus on that case.
|
||||||
|
|
||||||
Deduplication
|
Deduplication
|
||||||
As a convenience import does deduplication while reading transactions.
|
import does time-based deduplication, to detect only the new transac-
|
||||||
This does not mean "ignore transactions that look the same", but rather
|
tions since the last successful import. (This does not mean "ignore
|
||||||
"ignore transactions that have been seen before". This is intended for
|
transactions that look the same", but rather "ignore transactions that
|
||||||
when you are periodically importing foreign data which may contain al-
|
have been seen before".) This is intended for when you are periodi-
|
||||||
ready-imported transactions. So eg, if every day you download bank CSV
|
cally importing downloaded data, which may overlap with previous down-
|
||||||
files containing redundant data, you can safely run hledger import
|
loads. Eg if every week (or every day) you download a bank's last
|
||||||
bank.csv and only new transactions will be imported. (import is idem-
|
three months of CSV data, you can safely run hledger import thebank.csv
|
||||||
potent.)
|
each time and only new transactions will be imported.
|
||||||
|
|
||||||
Since the items being read (CSV records, eg) often do not come with
|
Since the items being read (CSV records, eg) often do not come with
|
||||||
unique identifiers, hledger detects new transactions by date, assuming
|
unique identifiers, hledger detects new transactions by date, assuming
|
||||||
@ -7528,10 +7599,12 @@ PART 4: COMMANDS
|
|||||||
be the ones affected).
|
be the ones affected).
|
||||||
|
|
||||||
hledger remembers the latest date processed in each input file by sav-
|
hledger remembers the latest date processed in each input file by sav-
|
||||||
ing a hidden ".latest" state file in the same directory. Eg when read-
|
ing a hidden ".latest.FILE" file in FILE's directory (after a succesful
|
||||||
ing finance/bank.csv, it will look for and update the finance/.lat-
|
import).
|
||||||
est.bank.csv state file. The format is simple: one or more lines con-
|
|
||||||
taining the same ISO-format date (YYYY-MM-DD), meaning "I have
|
Eg when reading finance/bank.csv, it will look for and update the fi-
|
||||||
|
nance/.latest.bank.csv state file. The format is simple: one or more
|
||||||
|
lines containing the same ISO-format date (YYYY-MM-DD), meaning "I have
|
||||||
processed transactions up to this date, and this many of them on that
|
processed transactions up to this date, and this many of them on that
|
||||||
date." Normally you won't see or manipulate these state files yourself.
|
date." Normally you won't see or manipulate these state files yourself.
|
||||||
But if needed, you can delete them to reset the state (making all
|
But if needed, you can delete them to reset the state (making all
|
||||||
@ -7622,8 +7695,8 @@ PART 4: COMMANDS
|
|||||||
sign flipped.
|
sign flipped.
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, html, and (experimen-
|
tions The output formats supported are txt, csv, tsv, html, and (exper-
|
||||||
tal) json.
|
imental) json.
|
||||||
|
|
||||||
notes
|
notes
|
||||||
List the unique notes that appear in transactions.
|
List the unique notes that appear in transactions.
|
||||||
@ -7660,11 +7733,20 @@ PART 4: COMMANDS
|
|||||||
Person A
|
Person A
|
||||||
|
|
||||||
prices
|
prices
|
||||||
Print market price directives from the journal. With --infer-market-
|
Print the market prices declared with P directives. With --infer-mar-
|
||||||
prices, generate additional market prices from costs. With --infer-re-
|
ket-prices, also show any additional prices inferred from costs. With
|
||||||
verse-prices, also generate market prices by inverting known prices.
|
--show-reverse, also show additional prices inferred by reversing known
|
||||||
Prices can be filtered by a query. Price amounts are displayed with
|
prices.
|
||||||
their full precision.
|
|
||||||
|
Price amounts are always displayed with their full precision, except
|
||||||
|
for reverse prices which are limited to 8 decimal digits.
|
||||||
|
|
||||||
|
Prices can be filtered by a date:, cur: or amt: query.
|
||||||
|
|
||||||
|
Generally if you run this command with --infer-market-prices --show-re-
|
||||||
|
verse, it will show the same prices used internally to calculate value
|
||||||
|
reports. But if in doubt, you can inspect those directly by running
|
||||||
|
the value report with --debug=2.
|
||||||
|
|
||||||
print
|
print
|
||||||
Show transaction journal entries, sorted by date.
|
Show transaction journal entries, sorted by date.
|
||||||
@ -7672,26 +7754,14 @@ PART 4: COMMANDS
|
|||||||
The print command displays full journal entries (transactions) from the
|
The print command displays full journal entries (transactions) from the
|
||||||
journal file, sorted by date (or with --date2, by secondary date).
|
journal file, sorted by date (or with --date2, by secondary date).
|
||||||
|
|
||||||
Amounts are shown mostly normalised to commodity display style, eg the
|
|
||||||
placement of commodity symbols will be consistent. All of their deci-
|
|
||||||
mal places are shown, as in the original journal entry (with one alter-
|
|
||||||
ation: in some cases trailing zeroes are added.)
|
|
||||||
|
|
||||||
Amounts are shown right-aligned within each transaction (but not across
|
|
||||||
all transactions).
|
|
||||||
|
|
||||||
Directives and inter-transaction comments are not shown, currently.
|
Directives and inter-transaction comments are not shown, currently.
|
||||||
This means the print command is somewhat lossy, and if you are using it
|
This means the print command is somewhat lossy, and if you are using it
|
||||||
to reformat your journal you should take care to also copy over the di-
|
to reformat/regenerate your journal you should take care to also copy
|
||||||
rectives and file-level comments.
|
over the directives and inter-transaction comments.
|
||||||
|
|
||||||
Eg:
|
Eg:
|
||||||
|
|
||||||
$ hledger print
|
$ hledger print -f examples/sample.journal date:200806
|
||||||
2008/01/01 income
|
|
||||||
assets:bank:checking $1
|
|
||||||
income:salary $-1
|
|
||||||
|
|
||||||
2008/06/01 gift
|
2008/06/01 gift
|
||||||
assets:bank:checking $1
|
assets:bank:checking $1
|
||||||
income:gifts $-1
|
income:gifts $-1
|
||||||
@ -7705,13 +7775,56 @@ PART 4: COMMANDS
|
|||||||
expenses:supplies $1
|
expenses:supplies $1
|
||||||
assets:cash $-2
|
assets:cash $-2
|
||||||
|
|
||||||
2008/12/31 * pay off
|
print explicitness
|
||||||
liabilities:debts $1
|
Normally, whether posting amounts are implicit or explicit is pre-
|
||||||
assets:bank:checking $-1
|
served. For example, when an amount is omitted in the journal, it will
|
||||||
|
not appear in the output. Similarly, if a conversion cost is implied
|
||||||
|
but not written, it will not appear in the output.
|
||||||
|
|
||||||
|
You can use the -x/--explicit flag to force explicit display of all
|
||||||
|
amounts and costs. This can be useful for troubleshooting or for mak-
|
||||||
|
ing your journal more readable and robust against data entry errors.
|
||||||
|
-x is also implied by using any of -B,-V,-X,--value.
|
||||||
|
|
||||||
|
The -x/--explicit flag will cause any postings with a multi-commodity
|
||||||
|
amount (which can arise when a multi-commodity transaction has an im-
|
||||||
|
plicit amount) to be split into multiple single-commodity postings,
|
||||||
|
keeping the output parseable.
|
||||||
|
|
||||||
|
print amount style
|
||||||
|
Amounts are shown right-aligned within each transaction (but not
|
||||||
|
aligned across all transactions; you can do that with ledger-mode in
|
||||||
|
Emacs).
|
||||||
|
|
||||||
|
Amounts will be (mostly) normalised to their commodity display style:
|
||||||
|
their symbol placement, decimal mark, and digit group marks will be
|
||||||
|
made consistent. By default, decimal digits are shown as they are
|
||||||
|
written in the journal.
|
||||||
|
|
||||||
|
With the --round option, print will try increasingly hard to display
|
||||||
|
decimal digits according to the commodity display styles:
|
||||||
|
|
||||||
|
o --round=none show amounts with original precisions (default)
|
||||||
|
|
||||||
|
o --round=soft add/remove decimal zeros in amounts (except costs)
|
||||||
|
|
||||||
|
o --round=hard round amounts (except costs), possibly hiding signifi-
|
||||||
|
cant digits
|
||||||
|
|
||||||
|
o --round=all round all amounts and costs
|
||||||
|
|
||||||
|
soft is good for non-lossy cleanup, formatting amounts more consis-
|
||||||
|
tently where it's safe to do so.
|
||||||
|
|
||||||
|
hard and all can cause print to show invalid unbalanced journal en-
|
||||||
|
tries; they may be useful eg for stronger cleanup, with manual fixups
|
||||||
|
when needed.
|
||||||
|
|
||||||
|
print parseability
|
||||||
print's output is usually a valid hledger journal, and you can process
|
print's output is usually a valid hledger journal, and you can process
|
||||||
it again with a second hledger command. This can be useful for certain
|
it again with a second hledger command. This can be useful for certain
|
||||||
kinds of search, eg:
|
kinds of search (though the same can be achieved with expr: queries
|
||||||
|
now):
|
||||||
|
|
||||||
# Show running total of food expenses paid from cash.
|
# Show running total of food expenses paid from cash.
|
||||||
# -f- reads from stdin. -I/--ignore-assertions is sometimes needed.
|
# -f- reads from stdin. -I/--ignore-assertions is sometimes needed.
|
||||||
@ -7726,36 +7839,41 @@ PART 4: COMMANDS
|
|||||||
|
|
||||||
o Account aliases can generate bad account names.
|
o Account aliases can generate bad account names.
|
||||||
|
|
||||||
Normally, the journal entry's explicit or implicit amount style is pre-
|
print, other features
|
||||||
served. For example, when an amount is omitted in the journal, it will
|
With -B/--cost, amounts with costs are shown converted to cost.
|
||||||
not appear in the output. Similarly, when a cost is implied but not
|
|
||||||
written, it will not appear in the output. You can use the -x/--ex-
|
|
||||||
plicit flag to make all amounts and costs explicit, which can be useful
|
|
||||||
for troubleshooting or for making your journal more readable and robust
|
|
||||||
against data entry errors. -x is also implied by using any of
|
|
||||||
-B,-V,-X,--value.
|
|
||||||
|
|
||||||
Note, -x/--explicit will cause postings with a multi-commodity amount
|
With --new, print shows only transactions it has not seen on a previous
|
||||||
(these can arise when a multi-commodity transaction has an implicit
|
run. This uses the same deduplication system as the import command.
|
||||||
amount) to be split into multiple single-commodity postings, keeping
|
(See import's docs for details.)
|
||||||
the output parseable.
|
|
||||||
|
|
||||||
With -B/--cost, amounts with costs are converted to cost using that
|
With -m DESC/--match=DESC, print shows one recent transaction whose de-
|
||||||
price. This can be used for troubleshooting.
|
scription is most similar to DESC. DESC should contain at least two
|
||||||
|
characters. If there is no similar-enough match, no transaction will
|
||||||
With -m DESC/--match=DESC, print does a fuzzy search for one recent
|
be shown and the program exit code will be non-zero.
|
||||||
transaction whose description is most similar to DESC. DESC should
|
|
||||||
contain at least two characters. If there is no similar-enough match,
|
|
||||||
no transaction will be shown and the program exit code will be non-
|
|
||||||
zero.
|
|
||||||
|
|
||||||
With --new, hledger prints only transactions it has not seen on a pre-
|
|
||||||
vious run. This uses the same deduplication system as the import com-
|
|
||||||
mand. (See import's docs for details.)
|
|
||||||
|
|
||||||
|
print output format
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, and (experimental)
|
tions The output formats supported are txt, beancount, csv, tsv, json
|
||||||
json and sql.
|
and sql.
|
||||||
|
|
||||||
|
Experimental: The beancount format tries to produce Beancount-compati-
|
||||||
|
ble output. It is very basic and may require additional manual fixups:
|
||||||
|
|
||||||
|
o Transaction and postings with unmarked status are converted to
|
||||||
|
cleared (`*``) status.
|
||||||
|
|
||||||
|
o Transactions' payee and or note are wrapped in double quotes.
|
||||||
|
|
||||||
|
o Transaction tags are copied to Beancount #tag format.
|
||||||
|
|
||||||
|
o Account name parts are capitalised, and if the first account name
|
||||||
|
part is not one of Assets, Liabilities, Equity, Income, or Expenses,
|
||||||
|
"Equity:" is prepended.
|
||||||
|
|
||||||
|
o The $ commodity symbol is converted to USD.
|
||||||
|
|
||||||
|
o An open directive is generated for each account used, on the earliest
|
||||||
|
transaction date.
|
||||||
|
|
||||||
Here's an example of print's CSV output:
|
Here's an example of print's CSV output:
|
||||||
|
|
||||||
@ -7912,8 +8030,8 @@ PART 4: COMMANDS
|
|||||||
$ hledger reg -w $COLUMNS,40 # use terminal width, & description width 40
|
$ hledger reg -w $COLUMNS,40 # use terminal width, & description width 40
|
||||||
|
|
||||||
This command also supports the output destination and output format op-
|
This command also supports the output destination and output format op-
|
||||||
tions The output formats supported are txt, csv, and (experimental)
|
tions The output formats supported are txt, csv, tsv, and (experimen-
|
||||||
json.
|
tal) json.
|
||||||
|
|
||||||
rewrite
|
rewrite
|
||||||
Print all transactions, rewriting the postings of matched transactions.
|
Print all transactions, rewriting the postings of matched transactions.
|
||||||
@ -8372,7 +8490,7 @@ PART 5: COMMON TASKS
|
|||||||
On unix and mac, running these commands in the terminal will work for
|
On unix and mac, running these commands in the terminal will work for
|
||||||
many people; adapt as needed:
|
many people; adapt as needed:
|
||||||
|
|
||||||
$ echo 'export LEDGER_FILE=~/finance/2023.journal` >> ~/.profile
|
$ echo 'export LEDGER_FILE=~/finance/2023.journal' >> ~/.profile
|
||||||
$ source ~/.profile
|
$ source ~/.profile
|
||||||
|
|
||||||
When correctly configured, in a new terminal window env | grep
|
When correctly configured, in a new terminal window env | grep
|
||||||
@ -8759,6 +8877,12 @@ BUGS
|
|||||||
$ echo "export LANG=en_US.utf8" >>~/.profile
|
$ echo "export LANG=en_US.utf8" >>~/.profile
|
||||||
# close and re-open terminal window
|
# close and re-open terminal window
|
||||||
|
|
||||||
|
If you are using Nix (not NixOS) for GHC and Hledger, you might need to
|
||||||
|
set the LOCALE_ARCHIVE variable:
|
||||||
|
|
||||||
|
$ echo "export LOCALE_ARCHIVE=${glibcLocales}/lib/locale/locale-archive" >>~/.profile
|
||||||
|
# close and re-open terminal window
|
||||||
|
|
||||||
COMPATIBILITY ISSUES: hledger gives an error with my Ledger file
|
COMPATIBILITY ISSUES: hledger gives an error with my Ledger file
|
||||||
Not all of Ledger's journal file syntax or feature set is supported.
|
Not all of Ledger's journal file syntax or feature set is supported.
|
||||||
See hledger and Ledger for full details.
|
See hledger and Ledger for full details.
|
||||||
@ -8781,4 +8905,4 @@ LICENSE
|
|||||||
SEE ALSO
|
SEE ALSO
|
||||||
hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
|
||||||
|
|
||||||
hledger-1.31.99 September 2023 HLEDGER(1)
|
hledger-1.31.99 November 2023 HLEDGER(1)
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user