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3
hledger-ui/hledger-ui.1
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@ -4,7 +4,8 @@
.SH NAME
hledger\-ui \- robust, friendly plain text accounting (TUI version)
hledger\-ui \- terminal interface (TUI) for \f[CR]hledger\f[R], a
robust, friendly plain text accounting app.
.SH SYNOPSIS
\f[CR]hledger\-ui [OPTS] [QUERYARGS]\f[R]
.PD 0

75
hledger-ui/hledger-ui.info
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@ -11,7 +11,8 @@ File: hledger-ui.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-ui(1)
*************
hledger-ui - robust, friendly plain text accounting (TUI version)
hledger-ui - terminal interface (TUI) for 'hledger', a robust, friendly
plain text accounting app.
'hledger-ui [OPTS] [QUERYARGS]'
'hledger ui -- [OPTS] [QUERYARGS]'
@ -580,42 +581,42 @@ above).

Tag Table:
Node: Top221
Node: OPTIONS1830
Ref: #options1928
Node: General options2895
Ref: #general-options2999
Node: MOUSE8149
Ref: #mouse8244
Node: KEYS8481
Ref: #keys8574
Node: SCREENS13229
Ref: #screens13327
Node: Menu screen13963
Ref: #menu-screen14084
Node: Cash accounts screen14279
Ref: #cash-accounts-screen14456
Node: Balance sheet accounts screen14640
Ref: #balance-sheet-accounts-screen14856
Node: Income statement accounts screen14976
Ref: #income-statement-accounts-screen15197
Node: All accounts screen15361
Ref: #all-accounts-screen15542
Node: Register screen15724
Ref: #register-screen15883
Node: Transaction screen18167
Ref: #transaction-screen18325
Node: Error screen19742
Ref: #error-screen19864
Node: TIPS20108
Ref: #tips20207
Node: Watch mode20249
Ref: #watch-mode20356
Node: Debug output21815
Ref: #debug-output21926
Node: ENVIRONMENT22138
Ref: #environment22248
Node: BUGS22439
Ref: #bugs22522
Node: OPTIONS1863
Ref: #options1961
Node: General options2928
Ref: #general-options3032
Node: MOUSE8182
Ref: #mouse8277
Node: KEYS8514
Ref: #keys8607
Node: SCREENS13262
Ref: #screens13360
Node: Menu screen13996
Ref: #menu-screen14117
Node: Cash accounts screen14312
Ref: #cash-accounts-screen14489
Node: Balance sheet accounts screen14673
Ref: #balance-sheet-accounts-screen14889
Node: Income statement accounts screen15009
Ref: #income-statement-accounts-screen15230
Node: All accounts screen15394
Ref: #all-accounts-screen15575
Node: Register screen15757
Ref: #register-screen15916
Node: Transaction screen18200
Ref: #transaction-screen18358
Node: Error screen19775
Ref: #error-screen19897
Node: TIPS20141
Ref: #tips20240
Node: Watch mode20282
Ref: #watch-mode20389
Node: Debug output21848
Ref: #debug-output21959
Node: ENVIRONMENT22171
Ref: #environment22281
Node: BUGS22472
Ref: #bugs22555

End Tag Table

273
hledger-ui/hledger-ui.txt
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@ -2,41 +2,42 @@
HLEDGER-UI(1) hledger User Manuals HLEDGER-UI(1)
NAME
hledger-ui - robust, friendly plain text accounting (TUI version)
hledger-ui - terminal interface (TUI) for hledger, a robust, friendly
plain text accounting app.
SYNOPSIS
hledger-ui [OPTS] [QUERYARGS]
hledger ui -- [OPTS] [QUERYARGS]
DESCRIPTION
This manual is for hledger's terminal interface, version 1.33.99. See
This manual is for hledger's terminal interface, version 1.33.99. See
also the hledger manual for common concepts and file formats.
hledger is a robust, user-friendly, cross-platform set of programs for
tracking money, time, or any other commodity, using double-entry ac-
counting and a simple, editable file format. hledger is inspired by
and largely compatible with ledger(1), and largely interconvertible
hledger is a robust, user-friendly, cross-platform set of programs for
tracking money, time, or any other commodity, using double-entry ac-
counting and a simple, editable file format. hledger is inspired by
and largely compatible with ledger(1), and largely interconvertible
with beancount(1).
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 com-
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 com-
mand-line interface, and sometimes quicker and more convenient than the
web interface.
Like hledger, it reads from (and appends to) a journal file specified
by the LEDGER_FILE environment variable (defaulting to
$HOME/.hledger.journal); or you can specify files with -f options. It
can also read timeclock files, timedot files, or any CSV/SSV/TSV file
Like hledger, it reads from (and appends to) a journal file specified
by the LEDGER_FILE environment variable (defaulting to
$HOME/.hledger.journal); or you can specify files with -f options. It
can also read timeclock files, timedot files, or any CSV/SSV/TSV file
with a date field. (See hledger(1) -> Input for details.)
Unlike hledger, hledger-ui hides all future-dated transactions by de-
fault. They can be revealed, along with any rule-generated periodic
transactions, by pressing the F key (or starting with --forecast) to
Unlike hledger, hledger-ui hides all future-dated transactions by de-
fault. 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
Any QUERYARGS are interpreted as a hledger search query which filters
the data.
hledger-ui provides the following options:
@ -61,7 +62,7 @@ OPTIONS
start in the (first) matched account's register screen
--change
show period balances (changes) at startup instead of historical
show period balances (changes) at startup instead of historical
balances
-l --flat
@ -70,7 +71,7 @@ OPTIONS
-t --tree
show accounts as a tree
hledger-ui also supports many of hledger's general options (and the
hledger-ui also supports many of hledger's general options (and the
hledger manual's command line tips also apply here):
General options
@ -154,7 +155,7 @@ OPTIONS
--version show version information
MOUSE
In most modern terminals, you can navigate through the screens with a
In most modern terminals, you can navigate through the screens with a
mouse or touchpad:
o Use mouse wheel or trackpad to scroll up and down
@ -166,95 +167,95 @@ MOUSE
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 ES-
CAPE, or LEFT, or q) to close it. The following keys work on most
? 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 ES-
CAPE, 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 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
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
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-stan-
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-stan-
dard 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 cur-
(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 cur-
rent 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
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 as in hledger and hledger-web. While editing the
query, you can use CTRL-a/e/d/k, BS, cursor keys; press ENTER to set
/ lets you set a general filter query limiting the data shown, using
the same query terms as in hledger and hledger-web. While editing the
query, you can use CTRL-a/e/d/k, BS, cursor keys; press ENTER to set
it, or ESCAPEto cancel. There are also keys for quickly adjusting some
common filters like account depth and transaction status (see below).
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 -
As mentioned above, by default hledger-ui hides future transactions -
both ordinary transactions recorded in the journal, and periodic trans-
actions generated by rule. F toggles forecast mode, in which fu-
actions generated by rule. F toggles forecast mode, in which fu-
ture/forecasted transactions are shown.
ESCAPE resets the UI state and jumps back to the top screen, restoring
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 en-
try or the help dialog.
CTRL-l redraws the screen and centers the selection if possible (selec-
tions near the top won't be centered, since we don't scroll above the
tions 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
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
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
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 tool, which provides a terminal
interface. This key will be available if hledger-iadd is installed in
A is like a, but runs the 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 possi-
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 possi-
ble) when invoked from the error screen.
B toggles cost mode, showing amounts converted to their cost's commod-
B toggles cost mode, showing amounts converted to their cost's commod-
ity (see hledger manual > Cost reporting.
V toggles value mode, showing amounts converted to their market value
V toggles value mode, showing amounts converted to their market value
(see hledger manual > 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,
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
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
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.
@ -262,47 +263,47 @@ KEYS
Additional screen-specific keys are described below.
SCREENS
At startup, hledger-ui shows a menu screen by default. From here you
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
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
You can also use a command line flag to specific a different startup
screen (--cs, --bs, --is, --all, or --register=ACCT).
Menu screen
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
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.
Cash accounts screen
This screen shows "cash" (ie, liquid asset) accounts (like hledger bal-
ancesheet type:c). It always shows balances (historical ending bal-
ancesheet type:c). It always shows balances (historical ending bal-
ances on the date shown in the title line).
Balance sheet accounts screen
This screen shows asset, liability and equity accounts (like hledger
This screen shows asset, liability and equity accounts (like hledger
balancesheetequity). It always shows balances.
Income statement accounts screen
This screen shows revenue and expense accounts (like hledger incomes-
tatement). It always shows changes (balance changes in the period
This screen shows revenue and expense accounts (like hledger incomes-
tatement). It always shows changes (balance changes in the period
shown in the title line).
All accounts screen
This screen shows all accounts in your journal (unless filtered by a
query; like hledger balance). It shows balances by default; you can
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 screen
This screen shows the transactions affecting a particular account.
This screen shows the transactions affecting a particular account.
Each line represents one transaction, and shows:
o the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts affected
o 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.)
o the overall change to the current account's balance; positive for an
o the overall change to the current account's balance; positive for an
inflow to this account, negative for an outflow.
o the running total after the transaction. With the H key you can tog-
@ -310,91 +311,91 @@ SCREENS
o the period total, which is from just the transactions displayed
o or the historical total, which includes any undisplayed transac-
tions before the start of the report period (and matching the fil-
ter 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
o or the historical total, which includes any undisplayed transac-
tions before the start of the report period (and matching the fil-
ter 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
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.)
Transactions affecting this account's subaccounts will be included in
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 transac-
tions contributing to the balance shown on the accounts screen. Tree
mode but this account has subaccounts which are not shown due to a
depth limit. In other words, the register always shows the transac-
tions 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, showing or hiding unmarked
U toggles filtering by unmarked 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 transac-
cleared transactions. (By default, transactions with all statuses are
shown; if you activate one or two status filters, only those transac-
tions are shown; and if you activate all three, the filter is removed.)
R toggles real mode, in which 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 com-
z toggles nonzero mode, in which only transactions posting a nonzero
change are shown (hledger-ui shows zero items by default, unlike com-
mand-line hledger).
Press RIGHT to view the selected transaction in detail.
Transaction screen
This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_jour-
This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_jour-
nal(5)).
The transaction's date(s) and any cleared flag, transaction code, de-
scription, comments, along with all of its account postings are shown.
Simple transactions have two postings, but there can be more (or in
The transaction's date(s) and any cleared flag, transaction code, de-
scription, 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 de-
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 de-
pending on which account register you came from (remember most transac-
tions appear in multiple account registers). The #N number preceding
tions appear in multiple account registers). The #N number preceding
them is the transaction's position within the complete unfiltered jour-
nal, 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 possi-
editor with the cursor positioned at the current transaction if possi-
ble.
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
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
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 screen
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
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 when-
One of hledger-ui's best features is the auto-reloading -w/--watch
mode. With this flag, it will update the display automatically when-
ever 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
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:
$ hledger-ui --watch --register checking -C
As you mark things cleared in the editor, you can see the effect imme-
diately 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
As you mark things cleared in the editor, you can see the effect imme-
diately 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:
@ -402,32 +403,32 @@ TIPS
It may not work correctly for you, depending on platform or system con-
figuration. (Eg #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
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 Jet-
brains IDEs or gedit, or on certain less common filesystems. (To work
around, press g to reload manually, or try #1617's fs.ino-
It will not detect file changes made by certain editors, such as Jet-
brains IDEs or gedit, or on certain less common filesystems. (To work
around, press g to reload manually, or try #1617's fs.ino-
tify.max_user_watches workaround and let us know.)
If you are viewing files mounted from another machine, the system
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
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
LEDGER_FILE The main journal file to use when not specified with
-f/--file. Default: $HOME/.hledger.journal.
BUGS
We welcome bug reports in the hledger issue tracker (shortcut:
http://bugs.hledger.org), or on the #hledger chat or hledger mail list
http://bugs.hledger.org), or on the #hledger chat or hledger mail list
(https://hledger.org/support).
Some known issues:
@ -439,7 +440,7 @@ BUGS
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
--watch is not yet fully robust on all platforms (see Watch mode
above).

3
hledger-web/hledger-web.1
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@ -4,7 +4,8 @@
.SH NAME
hledger\-web \- robust, friendly plain text accounting (Web version)
hledger\-web \- web interface and API for \f[CR]hledger\f[R], a robust,
friendly plain text accounting app.
.SH SYNOPSIS
\f[CR]hledger\-web [\-\-serve|\-\-serve\-api] [OPTS] [ARGS]\f[R]
.PD 0

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hledger-web/hledger-web.info
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@ -11,7 +11,8 @@ File: hledger-web.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-web(1)
**************
hledger-web - robust, friendly plain text accounting (Web version)
hledger-web - web interface and API for 'hledger', a robust, friendly
plain text accounting app.
'hledger-web [--serve|--serve-api] [OPTS] [ARGS]'
'hledger web -- [--serve|--serve-api] [OPTS] [ARGS]'
@ -547,26 +548,26 @@ http://bugs.hledger.org), or on the #hledger chat or hledger mail list

Tag Table:
Node: Top223
Node: OPTIONS2578
Ref: #options2683
Node: General options5587
Ref: #general-options5692
Node: PERMISSIONS10842
Ref: #permissions10981
Node: EDITING UPLOADING DOWNLOADING12193
Ref: #editing-uploading-downloading12374
Node: RELOADING13208
Ref: #reloading13342
Node: JSON API13775
Ref: #json-api13890
Node: DEBUG OUTPUT19378
Ref: #debug-output19503
Node: Debug output19530
Ref: #debug-output-119631
Node: ENVIRONMENT20048
Ref: #environment20167
Node: BUGS20284
Ref: #bugs20368
Node: OPTIONS2608
Ref: #options2713
Node: General options5617
Ref: #general-options5722
Node: PERMISSIONS10872
Ref: #permissions11011
Node: EDITING UPLOADING DOWNLOADING12223
Ref: #editing-uploading-downloading12404
Node: RELOADING13238
Ref: #reloading13372
Node: JSON API13805
Ref: #json-api13920
Node: DEBUG OUTPUT19408
Ref: #debug-output19533
Node: Debug output19560
Ref: #debug-output-119661
Node: ENVIRONMENT20078
Ref: #environment20197
Node: BUGS20314
Ref: #bugs20398

End Tag Table

173
hledger-web/hledger-web.txt
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@ -2,48 +2,49 @@
HLEDGER-WEB(1) hledger User Manuals HLEDGER-WEB(1)
NAME
hledger-web - robust, friendly plain text accounting (Web version)
hledger-web - web interface and API for hledger, a robust, friendly
plain text accounting app.
SYNOPSIS
hledger-web [--serve|--serve-api] [OPTS] [ARGS]
hledger web -- [--serve|--serve-api] [OPTS] [ARGS]
DESCRIPTION
This manual is for hledger's web interface, version 1.33.99. See also
This manual is for hledger's web interface, version 1.33.99. See also
the hledger manual for common concepts and file formats.
hledger is a robust, user-friendly, cross-platform set of programs for
tracking money, time, or any other commodity, using double-entry ac-
counting and a simple, editable file format. hledger is inspired by
and largely compatible with ledger(1), and largely interconvertible
hledger is a robust, user-friendly, cross-platform set of programs for
tracking money, time, or any other commodity, using double-entry ac-
counting and a simple, editable file format. hledger is inspired by
and largely compatible with ledger(1), and largely interconvertible
with beancount(1).
hledger-web is a simple web application for browsing and adding trans-
actions. It provides a more user-friendly UI than the hledger CLI or
hledger-ui TUI, showing more at once (accounts, the current account
hledger-web is a simple web application for browsing and adding trans-
actions. It provides a more user-friendly UI than the hledger CLI or
hledger-ui TUI, showing more at once (accounts, the current account
register, balance charts) and allowing history-aware data entry, inter-
active searching, and bookmarking.
hledger-web also lets you share a journal with multiple users, or even
the public web. There is no access control, so if you need that you
should put it behind a suitable web proxy. As a small protection
against data loss when running an unprotected instance, it writes a
hledger-web also lets you share a journal with multiple users, or even
the public web. There is no access control, so if you need that you
should put it behind a suitable web proxy. As a small protection
against data loss when running an unprotected instance, it writes a
numbered backup of the main journal file (only) on every edit.
Like hledger, it reads from (and appends to) a journal file specified
by the LEDGER_FILE environment variable (defaulting to
$HOME/.hledger.journal); or you can specify files with -f options. It
can also read timeclock files, timedot files, or any CSV/SSV/TSV file
Like hledger, it reads from (and appends to) a journal file specified
by the LEDGER_FILE environment variable (defaulting to
$HOME/.hledger.journal); or you can specify files with -f options. It
can also read timeclock files, timedot files, or any CSV/SSV/TSV file
with a date field. (See hledger(1) -> Input for details.)
hledger-web can be run in three modes:
o Transient mode (the default): your default web browser will be opened
to show the app if possible, and the app exits automatically after
two minutes of inactivity (no requests received and no open browser
to show the app if possible, and the app exits automatically after
two minutes of inactivity (no requests received and no open browser
windows viewing it).
o With --serve: the app runs without stopping, and without opening a
o With --serve: the app runs without stopping, and without opening a
browser.
o With --serve-api: only the JSON API is served.
@ -61,36 +62,36 @@ OPTIONS
like --serve, but serve only the JSON web API, not the web UI
--allow=view|add|edit
set the user's access level for changing data (default: add).
It also accepts sandstorm for use on that platform (reads per-
set the user's access level for changing data (default: add).
It also accepts sandstorm for use on that platform (reads per-
missions from the X-Sandstorm-Permissions request header).
--cors=ORIGIN
allow cross-origin requests from the specified origin; setting
allow cross-origin requests from the specified origin; setting
ORIGIN to "*" allows requests from any origin
--host=IPADDR
listen on this IP address (default: 127.0.0.1)
By default the server listens on IP address 127.0.0.1, which is acces-
sible only to requests from the local machine.. You can use --host to
listen on a different address configured on the machine, eg to allow
access from other machines. The special address 0.0.0.0 causes it to
By default the server listens on IP address 127.0.0.1, which is acces-
sible only to requests from the local machine.. You can use --host to
listen on a different address configured on the machine, eg to allow
access from other machines. The special address 0.0.0.0 causes it to
listen on all addresses configured on the machine.
--port=PORT
listen on this TCP port (default: 5000)
Similarly, you can use --port to listen on a TCP port other than 5000.
This is useful if you want to run multiple hledger-web instances on a
Similarly, you can use --port to listen on a TCP port other than 5000.
This is useful if you want to run multiple hledger-web instances on a
machine.
--socket=SOCKETFILE
listen on the given unix socket instead of an IP address and
listen on the given unix socket instead of an IP address and
port (unix only; implies --serve)
When --socket is used, hledger-web creates and communicates via a
socket file instead of a TCP port. This can be more secure, respects
When --socket is used, hledger-web creates and communicates via a
socket file instead of a TCP port. This can be more secure, respects
unix file permissions, and makes certain use cases easier, such as run-
ning per-user instances behind an nginx reverse proxy. (Eg: proxy_pass
http://unix:/tmp/hledger/${remote_user}.socket;.)
@ -98,28 +99,28 @@ OPTIONS
--base-url=URL
set the base url (default: http://IPADDR:PORT).
You can use --base-url to change the protocol, hostname, port and path
that appear in hledger-web's hyperlinks. This is useful eg when inte-
grating hledger-web within a larger website. The default is
http://HOST:PORT/ using the server's configured host address and TCP
port (or http://HOST if PORT is 80). Note this affects url generation
You can use --base-url to change the protocol, hostname, port and path
that appear in hledger-web's hyperlinks. This is useful eg when inte-
grating hledger-web within a larger website. The default is
http://HOST:PORT/ using the server's configured host address and TCP
port (or http://HOST if PORT is 80). Note this affects url generation
but not route parsing.
--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
hledger-web also supports many of hledger's general options. Query op-
tions and arguments may be used to set an initial filter, which al-
though not shown in the UI, will restrict the data shown, in addition
tions and arguments may be used to set an initial filter, which al-
though not shown in the UI, will restrict the data shown, in addition
to any search query entered in the UI.
Note that hledger-web shows accounts with zero balances by default,
like hledger-ui (and unlike hledger). Using the -E/--empty flag at
Note that hledger-web shows accounts with zero balances by default,
like hledger-ui (and unlike hledger). Using the -E/--empty flag at
startup will hide them.
If you see accounts which appear to have a zero balance, but cannot be
hidden with -E: these have a mixed-cost balance which looks like zero
when costs are hidden. Currently hledger-web does not show costs at
If you see accounts which appear to have a zero balance, but cannot be
hidden with -E: these have a mixed-cost balance which looks like zero
when costs are hidden. Currently hledger-web does not show costs at
all.
General options
@ -203,13 +204,13 @@ OPTIONS
--version show version information
PERMISSIONS
By default, hledger-web allows anyone who can reach it to view the
By default, hledger-web allows anyone who can reach it to view the
journal and to add new transactions, but not to change existing data.
You can restrict who can reach it by
o setting the IP address it listens on (see --host above). By default
it listens on 127.0.0.1, accessible to all users on the local ma-
o setting the IP address it listens on (see --host above). By default
it listens on 127.0.0.1, accessible to all users on the local ma-
chine.
o putting it behind an authenticating proxy, using eg apache or nginx
@ -219,44 +220,44 @@ PERMISSIONS
You can restrict what the users who reach it can do, by
o using the --capabilities=CAP[,CAP..] flag when you start it, enabling
one or more of the following capabilities. The default value is
one or more of the following capabilities. The default value is
view,add:
o view - allows viewing the journal file and all included files
o add - allows adding new transactions to the main journal file
o manage - allows editing, uploading or downloading the main or in-
o manage - allows editing, uploading or downloading the main or in-
cluded files
o using the --capabilities-header=HTTPHEADER flag to specify a HTTP
header from which it will read capabilities to enable. hledger-web
on Sandstorm uses the X-Sandstorm-Permissions header to integrate
o using the --capabilities-header=HTTPHEADER flag to specify a HTTP
header from which it will read capabilities to enable. hledger-web
on Sandstorm uses the X-Sandstorm-Permissions header to integrate
with Sandstorm's permissions. This is disabled by default.
EDITING, UPLOADING, DOWNLOADING
If you enable the manage capability mentioned above, you'll see a new
"spanner" button to the right of the search form. Clicking this will
let you edit, upload, or download the journal file or any files it in-
If you enable the manage capability mentioned above, you'll see a new
"spanner" button to the right of the search form. Clicking this will
let you edit, upload, or download the journal file or any files it in-
cludes.
Note, unlike any other hledger command, in this mode you (or any visi-
Note, unlike any other hledger command, in this mode you (or any visi-
tor) can alter or wipe the data files.
Normally whenever a file is changed in this way, hledger-web saves a
numbered backup (assuming file permissions allow it, the disk is not
full, etc.) hledger-web is not aware of version control systems, cur-
rently; if you use one, you'll have to arrange to commit the changes
Normally whenever a file is changed in this way, hledger-web saves a
numbered backup (assuming file permissions allow it, the disk is not
full, etc.) hledger-web is not aware of version control systems, cur-
rently; if you use one, you'll have to arrange to commit the changes
yourself (eg with a cron job or a file watcher like entr).
Changes which would leave the journal file(s) unparseable or non-valid
(eg with failing balance assertions) are prevented. (Probably. This
Changes which would leave the journal file(s) unparseable or non-valid
(eg with failing balance assertions) are prevented. (Probably. This
needs re-testing.)
RELOADING
hledger-web detects changes made to the files by other means (eg if you
edit it directly, outside of hledger-web), and it will show the new
data when you reload the page or navigate to a new page. If a change
edit it directly, outside of hledger-web), and it will show the new
data when you reload the page or navigate to a new page. If a change
makes a file unparseable, hledger-web will display an error message un-
til the file has been fixed.
@ -264,8 +265,8 @@ RELOADING
that both machine clocks are roughly in step.)
JSON API
In addition to the web UI, hledger-web also serves a JSON API that can
be used to get data or add new transactions. If you want the JSON API
In addition to the web UI, hledger-web also serves a JSON API that can
be used to get data or add new transactions. If you want the JSON API
only, you can use the --serve-api flag. Eg:
$ hledger-web -f examples/sample.journal --serve-api
@ -282,7 +283,7 @@ JSON API
/accounttransactions/ACCOUNTNAME
Eg, all account names in the journal (similar to the accounts command).
(hledger-web's JSON does not include newlines, here we use python to
(hledger-web's JSON does not include newlines, here we use python to
prettify it):
$ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
@ -323,25 +324,25 @@ JSON API
"aprice": null,
...
Most of the JSON corresponds to hledger's data types; for details of
what the fields mean, see the Hledger.Data.Json haddock docs and click
on the various data types, eg Transaction. And for a higher level un-
Most of the JSON corresponds to hledger's data types; for details of
what the fields mean, see the Hledger.Data.Json haddock docs and click
on the various data types, eg Transaction. And for a higher level un-
derstanding, see the journal docs.
In some cases there is outer JSON corresponding to a "Report" type. To
understand that, go to the Hledger.Web.Handler.MiscR haddock and look
at the source for the appropriate handler to see what it returns. Eg
understand that, go to the Hledger.Web.Handler.MiscR haddock and look
at the source for the appropriate handler to see what it returns. Eg
for /accounttransactions it's getAccounttransactionsR, returning a "ac-
countTransactionsReport ...". Looking up the haddock for that we can
see that /accounttransactions returns an AccountTransactionsReport,
which consists of a report title and a list of AccountTransactionsRe-
countTransactionsReport ...". Looking up the haddock for that we can
see that /accounttransactions returns an AccountTransactionsReport,
which consists of a report title and a list of AccountTransactionsRe-
portItem (etc).
You can add a new transaction to the journal with a PUT request to
/add, if hledger-web was started with the add capability (enabled by
You can add a new transaction to the journal with a PUT request to
/add, if hledger-web was started with the add capability (enabled by
default). The payload must be the full, exact JSON representation of a
hledger transaction (partial data won't do). You can get sample JSON
from hledger-web's /transactions or /accounttransactions, or you can
hledger transaction (partial data won't do). You can get sample JSON
from hledger-web's /transactions or /accounttransactions, or you can
export it with hledger-lib, eg like so:
.../hledger$ stack ghci hledger-lib
@ -437,28 +438,28 @@ JSON API
"tstatus": "Unmarked"
}
And here's how to test adding it with curl. This should add a new en-
And here's how to test adding it with curl. This should add a new en-
try to your journal:
$ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
DEBUG OUTPUT
Debug output
You can add --debug[=N] to the command line to log debug output. N
You can add --debug[=N] to the command line to log debug output. N
ranges from 1 (least output, the default) to 9 (maximum output). Typi-
cally you would start with 1 and increase until you are seeing enough.
Debug output goes to stderr, interleaved with the requests logged on
cally you would start with 1 and increase until you are seeing enough.
Debug output goes to stderr, interleaved with the requests logged on
stdout. To capture debug output in a log file instead, you can usually
redirect stderr, eg:
hledger-web --debug=3 2>hledger-web.log.
ENVIRONMENT
LEDGER_FILE The main journal file to use when not specified with
LEDGER_FILE The main journal file to use when not specified with
-f/--file. Default: $HOME/.hledger.journal.
BUGS
We welcome bug reports in the hledger issue tracker (shortcut:
http://bugs.hledger.org), or on the #hledger chat or hledger mail list
http://bugs.hledger.org), or on the #hledger chat or hledger mail list
(https://hledger.org/support).
Some known issues:

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@ -5,7 +5,8 @@
.SH NAME
hledger \- robust, friendly plain text accounting (CLI version)
hledger \- a robust, friendly plain text accounting app (command line
version).
.SH SYNOPSIS
\f[CR]hledger\f[R]
.PD 0
@ -7837,8 +7838,7 @@ Runs hledger\-ui (if installed).
Runs hledger\-web (if installed).
.SH Data entry commands
.SS add
Prompt for transactions and add them to the journal.
Any arguments will be used as default inputs for the first N prompts.
Record new transactions with interactive prompting in the console.
.PP
Many hledger users edit their journals directly with a text editor, or
generate them from CSV.
@ -7914,21 +7914,21 @@ Provide answers for the first four prompts:
.PP
There is a detailed tutorial at https://hledger.org/add.html.
.SS import
Read new transactions added to each FILE provided as arguments since
last run, and add them to the journal.
Or with \-\-dry\-run, just print the transactions that would be added.
Or with \-\-catchup, just mark all of the FILEs\[aq] current
transactions as imported, without importing them.
Import new transactions from one or more data files to the main journal.
.PP
This command detects new transactions in each FILE argument since it was
last run, and appends them to the main journal.
.PP
Or with \f[CR]\-\-dry\-run\f[R], it just print the transactions that
would be added.
.PP
Or with \f[CR]\-\-catchup\f[R], it just marks all of the FILEs\[aq]
current transactions as already imported.
.PP
This command may append new transactions to the main journal file (which
should be in journal format).
Existing transactions are not changed.
This is one of the few hledger commands that writes to the journal file
(see also \f[CR]add\f[R]).
It only appends; existing data will not be changed.
.PP
Unlike other hledger commands, with \f[CR]import\f[R] the journal file
is an output file, and will be modified, though only by appending
(existing data will not be changed).
The input files are specified as arguments, so to import one or more CSV
files to your main journal, you will run
\f[CR]hledger import bank.csv\f[R] or perhaps
@ -7936,6 +7936,7 @@ files to your main journal, you will run
.PP
Note you can import from any file format, though CSV files are the most
common import source, and these docs focus on that case.
The target file (main journal) should be in journal format.
.SS Date skipping
\f[CR]import\f[R] tries to import only the transactions which are new
since the last import, ignoring any that it has seen in previous runs.
@ -8057,7 +8058,7 @@ amounts.
Related: CSV > Amount decimal places.
.SH Basic report commands
.SS accounts
Show account names.
List account names.
.PP
This command lists account names.
By default it shows all known accounts, either used in transactions or
@ -8319,7 +8320,7 @@ also acquire tags from their account and transaction, transactions also
acquire tags from their postings.
.SH Standard report commands
.SS print
Show transaction journal entries, sorted by date.
Show full journal entries, representing transactions.
.PP
The print command displays full journal entries (transactions) from the
journal file, sorted by date (or with \f[CR]\-\-date2\f[R], by secondary
@ -8511,8 +8512,8 @@ negative amounts under credit and zero or greater amounts under debit.)
.SS aregister
(areg)
.PP
Show the transactions and running historical balance of a single
account, with each transaction displayed as one line.
Show the transactions and running balances in one account, with each
transaction on one line.
.PP
\f[CR]aregister\f[R] shows the overall transactions affecting a
particular account (and any subaccounts).
@ -8753,14 +8754,16 @@ options The output formats supported are \f[CR]txt\f[R], \f[CR]csv\f[R],
.SS balancesheet
(bs)
.PP
This command displays a balance sheet, showing historical ending
balances of asset and liability accounts.
(To see equity as well, use the balancesheetequity command.)
Show the end balances in asset and liability accounts.
Amounts are shown with normal positive sign, as in conventional
financial statements.
.PP
This report shows accounts declared with the \f[CR]Asset\f[R],
\f[CR]Cash\f[R] or \f[CR]Liability\f[R] type (see account types).
This command displays a balance sheet, showing historical ending
balances of asset and liability accounts.
(To see equity as well, use the balancesheetequity command.)
.PP
Accounts declared with the \f[CR]Asset\f[R], \f[CR]Cash\f[R] or
\f[CR]Liability\f[R] type are shown (see account types).
Or if no such accounts are declared, it shows top\-level accounts named
\f[CR]asset\f[R] or \f[CR]liability\f[R] (case insensitive, plurals
allowed) and their subaccounts.
@ -8916,12 +8919,14 @@ options The output formats supported are \f[CR]txt\f[R], \f[CR]csv\f[R],
.SS incomestatement
(is)
.PP
This command displays an income statement, showing revenues and expenses
during one or more periods.
Show revenue inflows and expense outflows during the report period.
Amounts are shown with normal positive sign, as in conventional
financial statements.
.PP
This report shows accounts declared with the \f[CR]Revenue\f[R] or
This command displays an income statement, showing revenues and expenses
during one or more periods.
.PP
It shows accounts declared with the \f[CR]Revenue\f[R] or
\f[CR]Expense\f[R] type (see account types).
Or if no such accounts are declared, it shows top\-level accounts named
\f[CR]revenue\f[R] or \f[CR]income\f[R] or \f[CR]expense\f[R] (case
@ -8968,7 +8973,10 @@ options The output formats supported are \f[CR]txt\f[R], \f[CR]csv\f[R],
.SS balance
(bal)
.PP
Show accounts and their balances.
A flexible, general purpose \[dq]summing\[dq] report that shows accounts
with some kind of numeric data.
This can be balance changes per period, end balances, budget
performance, unrealised capital gains, etc.
.PP
\f[CR]balance\f[R] is one of hledger\[aq]s oldest and most versatile
commands, for listing account balances, balance changes, values, value

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