simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-11-07 21:15:19 +03:00
Code Issues Projects Releases Wiki Activity

doc: web rewrites/screenshots, add-on examples

Browse Source
This commit is contained in:
Simon Michael 2015-05-25 08:43:12 -07:00
parent 96343bf615
commit 5df44c711e
1 changed files with 316 additions and 45 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

361
doc/manual.md
View File

@ -1851,6 +1851,58 @@ have different release schedules and platform support.
#### autosync
```{.shell .right}
$ hledger autosync --help
usage: hledger-autosync [-h] [-m MAX] [-r] [-a ACCOUNT] [-l LEDGER] [-i INDENT]
[--initial] [--fid FID] [--assertions] [-d] [--hledger]
[--slow] [--which]
[PATH]
Synchronize ledger.
positional arguments:
PATH do not sync; import from OFX file
optional arguments:
-h, --help show this help message and exit
-m MAX, --max MAX maximum number of days to process
-r, --resync do not stop until max days reached
-a ACCOUNT, --account ACCOUNT
set account name for import
-l LEDGER, --ledger LEDGER
specify ledger file to READ for syncing
-i INDENT, --indent INDENT
number of spaces to use for indentation
--initial create initial balance entries
--fid FID pass in fid value for OFX files that do not supply it
--assertions create balance assertion entries
-d, --debug enable debug logging
--hledger force use of hledger (on by default if invoked as hledger-
autosync)
--slow use slow, but possibly more robust, method of calling ledger
(no subprocess)
--which display which version of ledger/hledger/ledger-python will
be used by ledger-autosync to check for previous
transactions
$ head acct1.ofx
OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUIDe:8509488b59d1bb45
$ hledger autosync acct1.ofx
2013/08/30 MONTHLY SERVICE FEE
; ofxid: 3000.4303001832.201308301
WF:4303001832 -$6.00
[assets:business:bank:wf:bchecking:banking] $6.00
```
[ledger-autosync](https://bitbucket.org/egh/ledger-autosync/commits/all),
which includes a `hledger-autosync` alias, downloads transactions
from your bank(s) via OFX, and prints just the new ones as journal
@ -1861,6 +1913,29 @@ download.
#### diff
```{.shell .right}
$ hledger diff --help
Usage: hledger-diff account:name left.journal right.journal
$ cat a.journal
1/1
(acct:one) 1
$ cat b.journal
1/1
(acct:one) 1
2/2
(acct:two) 2
$ hledger diff acct:two a.journal b.journal
Unmatched transactions in the first journal:
Unmatched transactions in the second journal:
2015/02/02
(acct:two) $2
```
[hledger-diff](http://hackage.haskell.org/package/hledger-diff)
compares two journal files. Given an account name, it prints out the
transactions affecting that account which are in one journal file but
@ -1869,6 +1944,87 @@ journals with bank statements.
#### interest
```{.shell .right}
$ hledger interest --help
Usage: hledger-interest [OPTION...] ACCOUNT
-h --help print this message and exit
-V --version show version number and exit
-v --verbose echo input ledger to stdout (default)
-q --quiet don't echo input ledger to stdout
--today compute interest up until today
-f FILE --file=FILE input ledger file (pass '-' for stdin)
-s ACCOUNT --source=ACCOUNT interest source account
-t ACCOUNT --target=ACCOUNT interest target account
--act use 'act' day counting convention
--30-360 use '30/360' day counting convention
--30E-360 use '30E/360' day counting convention
--30E-360isda use '30E/360isda' day counting convention
--constant=RATE constant interest rate
--annual=RATE annual interest rate
--bgb288 compute interest according to German BGB288
--ing-diba compute interest according for Ing-Diba Tagesgeld account
```
```{.shell .right .clear}
$ cat interest.journal
2008/09/26 Loan
Assets:Bank EUR 10000.00
Liabilities:Bank
2008/11/27 Payment
Assets:Bank EUR -3771.12
Liabilities:Bank
2009/05/03 Payment
Assets:Bank EUR -1200.00
Liabilities:Bank
2010/12/10 Payment
Assets:Bank EUR -3700.00
Liabilities:Bank
```
```{.shell .right .clear}
$ hledger interest -- -f interest.journal --source=Expenses:Interest \
--target=Liabilities:Bank --30-360 --annual=0.05 Liabilities:Bank
2008/09/26 Loan
Assets:Bank EUR 10000.00
Liabilities:Bank EUR -10000.00
2008/11/27 0.05% interest for EUR -10000.00 over 61 days
Liabilities:Bank EUR -84.72
Expenses:Interest EUR 84.72
2008/11/27 Payment
Assets:Bank EUR -3771.12
Liabilities:Bank EUR 3771.12
2008/12/31 0.05% interest for EUR -6313.60 over 34 days
Liabilities:Bank EUR -29.81
Expenses:Interest EUR 29.81
2009/05/03 0.05% interest for EUR -6343.42 over 123 days
Liabilities:Bank EUR -108.37
Expenses:Interest EUR 108.37
2009/05/03 Payment
Assets:Bank EUR -1200.00
Liabilities:Bank EUR 1200.00
2009/12/31 0.05% interest for EUR -5251.78 over 238 days
Liabilities:Bank EUR -173.60
Expenses:Interest EUR 173.60
2010/12/10 0.05% interest for EUR -5425.38 over 340 days
Liabilities:Bank EUR -256.20
Expenses:Interest EUR 256.20
2010/12/10 Payment
Assets:Bank EUR -3700.00
Liabilities:Bank EUR 3700.00
```
[hledger-interest](http://hackage.haskell.org/package/hledger-interest)
computes interests for a given account. Using command line flags,
the program can be configured to use various schemes for day-counting,
@ -1879,6 +2035,64 @@ with a fixed rate and the scheme mandated by the German BGB288
#### irr
```{.shell .right}
$ hledger irr --help
Usage: hledger-irr [OPTION...]
-h --help print this message and exit
-V --version show version number and exit
-c --cashflow also show all revant transactions
-f FILE --file=FILE input ledger file (pass '-' for stdin)
-i ACCOUNT --investment-account=ACCOUNT investment account
-t ACCOUNT --interest-account=ACCOUNT interest/gain/fees/losses account
-b DATE --begin=DATE calculate interest from this date
-e DATE --end=DATE calculate interest until this date
-D --daily calculate interest for each day
-W --weekly calculate interest for each week
-M --monthly calculate interest for each month
-Y --yearly calculate interest for each year
```
```{.shell .right .clear}
$ cat irr.journal
2011-01-01 Some wild speculation – I wonder if it pays off
Speculation €100.00
Cash
2011-02-01 More speculation (and adjustment of value)
Cash -€10.00
Rate Gain -€1.00
Speculation
2011-03-01 Lets pull out some money (and adjustment of value)
Cash €30.00
Rate Gain -€3.00
Speculation
2011-04-01 More speculation (and it lost some money!)
Cash -€50.00
Rate Gain € 5.00
Speculation
2011-05-01 Getting some money out (and adjustment of value)
Speculation -€44.00
Rate Gain -€ 3.00
Cash
2011-06-01 Emptying the account (after adjusting the value)
Speculation -€85.00
Cash €90.00
Rate Gain -€ 5.00
```
```{.shell .right .clear}
$ hledger-irr -f irr.journal -t "Rate Gain" -i Speculation --monthly
2011/01/01 - 2011/02/01: 12.49%
2011/02/01 - 2011/03/01: 41.55%
2011/03/01 - 2011/04/01: -51.44%
2011/04/01 - 2011/05/01: 32.24%
2011/05/01 - 2011/06/01: 95.92%
```
[hledger-irr](http://hackage.haskell.org/package/hledger-irr)
computes the internal rate of return, also known as the effective
interest rate, of a given investment. After specifying what account
@ -1889,50 +2103,64 @@ See the package page for more.
#### web
```{.shell .bold .right}
$ hledger-web
$ hledger-web -E -B --depth 2 -f some.journal
$ hledger-web --server --port 5010 --base-url http://some.vhost.com --debug=1
<style>
.highslide img {max-width:250px; float:right; margin:0 0 1em 1em;}
.highslide-caption {color:white; background-color:black;}
</style>
<a href="images/hledger-web/normal/register.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/register.png" title="Account register view with accounts sidebar" /></a>
<a href="images/hledger-web/normal/journal-sidebar.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/journal-sidebar.png" title="Journal view with accounts sidebar" /></a>
[hledger-web](http://hackage.haskell.org/package/hledger-web) provides
a web-based user interface for hledger. You can add new journal
entries with basic auto-completion, and easily browse your accounts,
with a more useful account register view and historical balance
charts. You can see a live demo (with junk data) at
[demo.hledger.org](http://demo.hledger.org).
```{.shell .noclear}
$ hledger web --help
hledger-web [OPTIONS] [PATTERNS]
start serving the hledger web interface
Flags:
--server log requests, and don't browse or auto-exit
--port=PORT set the tcp port (default: 5000)
--base-url=BASEURL set the base url (default: http://localhost:PORT)
--file-url=FILEURL set the static files url (default: BASEURL/static)
...
$ hledger web
Starting web app on port 5000 with base url http://localhost:5000
Starting web browser if possible
Web app will auto-exit after a few minutes with no browsers (or press ctrl-c)
```
[hledger-web](http://hackage.haskell.org/package/hledger-web)
provides a web-based user interface for viewing and modifying your ledger.
It includes an account register view that is more useful than the command-line register, and basic data entry.
You can see it running at [demo.hledger.org](http://demo.hledger.org).
By default, `hledger web` starts the web app, displays it in your
default web browser if possible, keeps it running for as long as you
have it open in a browser window, and then exits.
web-specific options:
With `--server`, it starts the web app in non-transient mode and logs
requests to the console. Typically when running hledger web as part
of a website you'll want to use `--base-url` to set the
protocol/hostname/port/path to be used in hyperlinks. The
`--file-url` option allows static files to be served from a different
url, eg for better caching or cookie-less serving.
--server log requests, don't exit on inactivity
--port=N serve on tcp port N (default 5000)
--base-url=URL use this base url (default http://localhost:PORT/)
--static-root=URL use this base url for static files (default http://localhost:PORT/static)
<a href="images/hledger-web/normal/help.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/help.png" title="Help dialog" /></a>
<a href="images/hledger-web/normal/add.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/add.png" title="Add form" /></a>
By default, the web command starts a transient local web app and displays it in your default web browser ("local ui mode").
With `--server`, it starts the web app, leaves it running, and also logs requests to the console ("server mode").
You can use `--port` to listen on a different TCP port, eg if you are
running multiple hledger-web instances. This need not be the same as
the PORT in the base url.
Typically in server mode you'll also want to use
`--base-url` to set the protocol/hostname/port/path to be used in
hyperlinks.
Note there is no built-in access control, so you will need to hide
hledger-web behind an authenticating proxy (such as apache or nginx)
if you want to restrict who can see and add entries to your journal.
You can use `--port` to listen on a different TCP port, eg if you are running multiple hledger-web
instances. Note `--port`'s argument need not be the same as the PORT
in the base url.
The more advanced option `--static-root` allows the static files served from a
separate base url. This enables the optimization that the static files can be
served from a generic web server like apache, which is good at handling static
files and caching. One can also serve the files in a separate domain to reduce
cookies overhead.
The web app detects changes in journal files (but not CSV or rules
files, currently), showing the new data on the next request. If such
a change makes the file unparseable, hledger-web will show an error
With [journal](#journal) and [timelog](#timelog) files (but not [CSV](#csv) files, currently)
the web app detects changes and will show the new data on the next request.
If a change makes the file unparseable, hledger-web will show an error
until the file has been fixed.
Note there is no built-in access control, so unless you run it behind
an authenticating proxy (such as apache or nginx), any visitor to your
server will be able to see and add entries to the journal.
<!-- edit form -->
<!-- Note: unlike any other hledger command, `web` can alter existing journal -->
<!-- data, via the edit form. A numbered backup of the file is saved on -->
@ -1956,23 +2184,66 @@ robustness).
#### equity
Like ledger's equity command, this prints a single journal entry with
postings matching the current balance in each account (or the
specified accounts) in the default journal. An entry like this is
useful to carry over asset and liability balances when beginning a new
journal file, eg at the start of the year.
```{.shell .right}
$ hledger balance --flat -E assets liabilities
0 assets:bank:checking
$1 assets:bank:saving
$-2 assets:cash
$1 liabilities:debts
--------------------
0
$ hledger equity assets liabilities
2015/05/23
assets:bank:saving $-1
assets:cash $2
liabilities:debts $-1
equity:closing balances 0
You can also use the same entry with signs reversed to close out the
old file, resetting balances to 0. This means you'll see the correct
asset/liability balances whether you use one file or a whole sequence
of files as input to hledger.
2015/05/23
assets:bank:saving $1
assets:cash $-2
liabilities:debts $1
equity:opening balances 0
```
This prints a journal entry which zeroes out the specified accounts
(or all accounts) with a transfer to/from "equity:closing balances"
(like Ledger's equity command). Also, it prints an similar entry with
opposite sign for restoring the balances from "equity:opening
balances".
These can be useful for ending one journal file and starting a new
one, respectively. By zeroing your asset and liability accounts at the
end of a file and restoring them at the start of the next one, you
will see correct asset/liability balances whether you run hledger on
just one file, or on several files concatenated with [include](#include).
#### print-unique
Prints only journal entries which are unique (by description).
```{.shell .right}
$ cat unique.journal
1/1 test
(acct:one) 1
2/2 test
(acct:two) 2
$ LEDGER_FILE=unique.journal hledger print-unique
(-f option not supported)
2015/01/01 test
(acct:one) 1
```
Print only only journal entries which have a unique description.
#### rewrite
```{.shell .right .bold}
$ hledger rewrite -- [QUERY] --add-posting "ACCT AMTEXPR" ...
$ hledger rewrite -- ^income --add-posting '(liabilities:tax) *.33'
$ hledger rewrite -- expenses:gifts --add-posting '(budget:gifts) *-1"'
```
Prints all journal entries, adding specified custom postings to matched entries.