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;doc: update manuals
This commit is contained in:
Simon Michael
parent
82aa8f1975
commit
6e5c30ea1a
@ -53,6 +53,18 @@ watch for data and date changes and reload automatically
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\f[B]\f[CB]--theme=default|terminal|greenterm\f[B]\f[R]
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use this custom display theme
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.TP
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\f[B]\f[CB]--menu\f[B]\f[R]
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start in the menu screen
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.TP
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\f[B]\f[CB]--all\f[B]\f[R]
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start in the all accounts screen
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.TP
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\f[B]\f[CB]--bs\f[B]\f[R]
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start in the balance sheet accounts screen
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.TP
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\f[B]\f[CB]--is\f[B]\f[R]
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start in the income statement accounts screen
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.TP
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\f[B]\f[CB]--register=ACCTREGEX\f[B]\f[R]
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start in the (first) matched account\[aq]s register screen
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.TP
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@ -335,6 +347,17 @@ reliably reset to normal mode.
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.PP
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Additional screen-specific keys are described below.
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.SH SCREENS
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.PP
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hledger-ui can show a number of different screens, described below.
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It shows the Balance sheet accounts screen to start with, except in the
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following situations:
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.IP \[bu] 2
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If no asset/liability/equity accounts can be detected, or if an account
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query has been given on the command line, it starts in the All accounts
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screen.
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.IP \[bu] 2
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If a starting screen is specified with --menu/--all/--bs/--is/--register
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on the command line, it starts there.
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.SS Menu screen
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.PP
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The top-most screen.
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@ -343,14 +366,13 @@ to navigate to it.
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From here you can navigate to three accounts screens:
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.SS All accounts screen
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.PP
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This screen shows all accounts (unless filtered by a query), and their
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This screen shows all accounts (possibly filtered by a query), and their
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current balances.
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It is like the \f[C]hledger balance\f[R] command.
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.SS Balance sheet accounts screen
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.PP
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This is the screen normally shown at startup.
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It shows asset, liability and equity accounts, if these can be detected
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(see account types).
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This screen shows asset, liability and equity accounts, if these can be
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detected (see account types).
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It always shows historical end balances on some date (not balance
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changes).
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It is like the \f[C]hledger balancesheetequity\f[R] command.
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@ -68,6 +68,18 @@ the data.
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'--theme=default|terminal|greenterm'
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use this custom display theme
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'--menu'
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start in the menu screen
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'--all'
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start in the all accounts screen
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'--bs'
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start in the balance sheet accounts screen
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'--is'
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start in the income statement accounts screen
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'--register=ACCTREGEX'
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start in the (first) matched account's register screen
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@ -352,6 +364,17 @@ File: hledger-ui.info, Node: SCREENS, Next: TIPS, Prev: KEYS, Up: Top
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4 SCREENS
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*********
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hledger-ui can show a number of different screens, described below. It
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shows the Balance sheet accounts screen to start with, except in the
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following situations:
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* If no asset/liability/equity accounts can be detected, or if an
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account query has been given on the command line, it starts in the
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All accounts screen.
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* If a starting screen is specified with -menu/-all/-bs/-is/-register
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on the command line, it starts there.
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* Menu:
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* Menu screen::
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@ -378,7 +401,7 @@ File: hledger-ui.info, Node: All accounts screen, Next: Balance sheet accounts
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4.2 All accounts screen
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=======================
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This screen shows all accounts (unless filtered by a query), and their
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This screen shows all accounts (possibly filtered by a query), and their
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current balances. It is like the 'hledger balance' command.
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@ -387,10 +410,10 @@ File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income state
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4.3 Balance sheet accounts screen
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=================================
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This is the screen normally shown at startup. It shows asset, liability
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and equity accounts, if these can be detected (see account types). It
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always shows historical end balances on some date (not balance changes).
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It is like the 'hledger balancesheetequity' command.
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This screen shows asset, liability and equity accounts, if these can be
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detected (see account types). It always shows historical end balances
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on some date (not balance changes). It is like the 'hledger
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balancesheetequity' command.
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File: hledger-ui.info, Node: Income statement accounts screen, Next: Register screen, Prev: Balance sheet accounts screen, Up: SCREENS
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@ -676,38 +699,38 @@ Tag Table:
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Node: Top221
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Node: OPTIONS1657
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Ref: #options1755
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Node: MOUSE6637
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Ref: #mouse6732
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Node: KEYS7014
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Ref: #keys7107
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Node: SCREENS11193
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Ref: #screens11291
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Node: Menu screen11472
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Ref: #menu-screen11592
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Node: All accounts screen11761
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Ref: #all-accounts-screen11935
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Node: Balance sheet accounts screen12068
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Ref: #balance-sheet-accounts-screen12283
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Node: Income statement accounts screen12554
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Ref: #income-statement-accounts-screen12771
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Node: Register screen15216
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Ref: #register-screen15388
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Node: Transaction screen17372
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Ref: #transaction-screen17530
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Node: Error screen18400
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Ref: #error-screen18522
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Node: TIPS18766
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Ref: #tips18865
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Node: Watch mode18907
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Ref: #watch-mode19014
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Node: Debug output20470
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Ref: #debug-output20581
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Node: ENVIRONMENT20793
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Ref: #environment20904
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Node: FILES22289
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Ref: #files22388
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Node: BUGS22601
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Ref: #bugs22678
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Node: MOUSE6839
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Ref: #mouse6934
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Node: KEYS7216
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Ref: #keys7309
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Node: SCREENS11395
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Ref: #screens11493
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Node: Menu screen12123
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Ref: #menu-screen12243
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Node: All accounts screen12412
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Ref: #all-accounts-screen12586
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Node: Balance sheet accounts screen12721
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Ref: #balance-sheet-accounts-screen12936
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Node: Income statement accounts screen13170
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Ref: #income-statement-accounts-screen13387
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Node: Register screen15832
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Ref: #register-screen16004
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Node: Transaction screen17988
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Ref: #transaction-screen18146
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Node: Error screen19016
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Ref: #error-screen19138
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Node: TIPS19382
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Ref: #tips19481
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Node: Watch mode19523
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Ref: #watch-mode19630
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Node: Debug output21086
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Ref: #debug-output21197
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Node: ENVIRONMENT21409
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Ref: #environment21520
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Node: FILES22905
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Ref: #files23004
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Node: BUGS23217
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Ref: #bugs23294
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End Tag Table
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@ -47,6 +47,14 @@ OPTIONS
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--theme=default|terminal|greenterm
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use this custom display theme
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--menu start in the menu screen
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--all start in the all accounts screen
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--bs start in the balance sheet accounts screen
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--is start in the income statement accounts screen
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--register=ACCTREGEX
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start in the (first) matched account's register screen
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@ -308,173 +316,184 @@ KEYS
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Additional screen-specific keys are described below.
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SCREENS
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hledger-ui can show a number of different screens, described below. It
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shows the Balance sheet accounts screen to start with, except in the
|
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following situations:
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|
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o If no asset/liability/equity accounts can be detected, or if an
|
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account query has been given on the command line, it starts in the
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All accounts screen.
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o If a starting screen is specified with --menu/--all/--bs/--is/--reg-
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ister on the command line, it starts there.
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Menu screen
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The top-most screen. hledger-ui does not show this screen at startup,
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but you can press LEFT to navigate to it. From here you can navigate
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The top-most screen. hledger-ui does not show this screen at startup,
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but you can press LEFT to navigate to it. From here you can navigate
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to three accounts screens:
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All accounts screen
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This screen shows all accounts (unless filtered by a query), and their
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current balances. It is like the hledger balance command.
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This screen shows all accounts (possibly filtered by a query), and
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their current balances. It is like the hledger balance command.
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Balance sheet accounts screen
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This is the screen normally shown at startup. It shows asset, liabil-
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ity and equity accounts, if these can be detected (see account types).
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It always shows historical end balances on some date (not balance
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changes). It is like the hledger balancesheetequity command.
|
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This screen shows asset, liability and equity accounts, if these can be
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detected (see account types). It always shows historical end balances
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on some date (not balance changes). It is like the hledger bal-
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ancesheetequity command.
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Income statement accounts screen
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This screen shows revenue and expense accounts. It always shows bal-
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This screen shows revenue and expense accounts. It always shows bal-
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ance changes in some period (not end balances). It is like the hledger
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incomestatement command.
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All of these accounts screens work in much the same way:
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They show accounts which have been posted to by transactions, as well
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as accounts which have been declared with an account directive (except
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They show accounts which have been posted to by transactions, as well
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as accounts which have been declared with an account directive (except
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for empty parent accounts).
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If you specify a query on the command line, it shows just the matched
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If you specify a query on the command line, it shows just the matched
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accounts, and the balances from matched transactions.
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Account names are shown as a flat list by default; press t to toggle
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tree mode. In list mode, account balances are exclusive of subac-
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counts, except where subaccounts are hidden by a depth limit (see
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below). In tree mode, all account balances are inclusive of subac-
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Account names are shown as a flat list by default; press t to toggle
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tree mode. In list mode, account balances are exclusive of subac-
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counts, except where subaccounts are hidden by a depth limit (see
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below). In tree mode, all account balances are inclusive of subac-
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counts.
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To see less detail, press a number key, 1 to 9, to set a depth limit.
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To see less detail, press a number key, 1 to 9, to set a depth limit.
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Or use - to decrease and +/= to increase the depth limit. 0 shows even
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less detail, collapsing all accounts to a single total. To remove the
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depth limit, set it higher than the maximum account depth, or press
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less detail, collapsing all accounts to a single total. To remove the
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depth limit, set it higher than the maximum account depth, or press
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ESCAPE.
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H toggles between showing historical balances or period balances (on
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H toggles between showing historical balances or period balances (on
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the "All accounts" screen). Historical balances (the default) are end-
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ing balances at the end of the report period, taking into account all
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transactions before that date (filtered by the filter query if any),
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ing balances at the end of the report period, taking into account all
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transactions before that date (filtered by the filter query if any),
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including transactions before the start of the report period. In other
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words, historical balances are what you would see on a bank statement
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words, historical balances are what you would see on a bank statement
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for that account (unless disturbed by a filter query). Period balances
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ignore transactions before the report start date, so they show the
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change in balance during the report period. They are more useful eg
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ignore transactions before the report start date, so they show the
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change in balance during the report period. They are more useful eg
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when viewing a time log.
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U toggles filtering by unmarked status, including or excluding unmarked
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postings in the balances. Similarly, P toggles pending postings, and C
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toggles cleared postings. (By default, balances include all postings;
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if you activate one or two status filters, only those postings are
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toggles cleared postings. (By default, balances include all postings;
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if you activate one or two status filters, only those postings are
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included; and if you activate all three, the filter is removed.)
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R toggles real mode, in which virtual postings are ignored.
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z toggles nonzero mode, in which only accounts with nonzero balances
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are shown (hledger-ui shows zero items by default, unlike command-line
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z toggles nonzero mode, in which only accounts with nonzero balances
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are shown (hledger-ui shows zero items by default, unlike command-line
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hledger).
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Press RIGHT to view an account's register screen, Or, LEFT to see the
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Press RIGHT to view an account's register screen, Or, LEFT to see the
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menu screen.
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Register screen
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This screen shows the transactions affecting a particular account, like
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a check register. Each line represents one transaction and shows:
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o the other account(s) involved, in abbreviated form. (If there are
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both real and virtual postings, it shows only the accounts affected
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o the other account(s) involved, in abbreviated form. (If there are
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both real and virtual postings, it shows only the accounts affected
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by real postings.)
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o the overall change to the current account's balance; positive for an
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o the overall change to the current account's balance; positive for an
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inflow to this account, negative for an outflow.
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o the running historical total or period total for the current account,
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after the transaction. This can be toggled with H. Similar to the
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accounts screen, the historical total is affected by transactions
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(filtered by the filter query) before the report start date, while
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after the transaction. This can be toggled with H. Similar to the
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accounts screen, the historical total is affected by transactions
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(filtered by the filter query) before the report start date, while
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the period total is not. If the historical total is not disturbed by
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a filter query, it will be the running historical balance you would
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a filter query, it will be the running historical balance you would
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see on a bank register for the current account.
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Transactions affecting this account's subaccounts will be included in
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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
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mode but this account has subaccounts which are not shown due to a
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depth limit. In other words, the register always shows the transac-
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tions contributing to the balance shown on the accounts screen. Tree
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mode but this account has subaccounts which are not shown due to a
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depth limit. In other words, the register always shows the transac-
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tions contributing to the balance shown on the accounts screen. Tree
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mode/list mode can be toggled with t here also.
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U toggles filtering by unmarked status, showing or hiding unmarked
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U toggles filtering by unmarked status, showing or hiding unmarked
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transactions. Similarly, P toggles pending transactions, and C toggles
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cleared transactions. (By default, transactions with all statuses are
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shown; if you activate one or two status filters, only those transac-
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cleared transactions. (By default, transactions with all statuses are
|
||||
shown; if you activate one or two status filters, only those transac-
|
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tions are shown; and if you activate all three, the filter is removed.)
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R toggles real mode, in which virtual postings are ignored.
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z toggles nonzero mode, in which only transactions posting a nonzero
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change are shown (hledger-ui shows zero items by default, unlike com-
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z toggles nonzero mode, in which only transactions posting a nonzero
|
||||
change are shown (hledger-ui shows zero items by default, unlike com-
|
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mand-line hledger).
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Press RIGHT to view the selected transaction in detail.
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||||
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Transaction screen
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||||
This screen shows a single transaction, as a general journal entry,
|
||||
similar to hledger's print command and journal format (hledger_jour-
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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,
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||||
description, comments, along with all of its account postings are
|
||||
shown. Simple transactions have two postings, but there can be more
|
||||
The transaction's date(s) and any cleared flag, transaction code,
|
||||
description, comments, along with all of its account postings are
|
||||
shown. Simple transactions have two postings, but there can be more
|
||||
(or in certain cases, fewer).
|
||||
|
||||
UP and DOWN will step through all transactions listed in the previous
|
||||
account register screen. In the title bar, the numbers in parentheses
|
||||
show your position within that account register. They will vary
|
||||
UP and DOWN will step through all transactions listed in the previous
|
||||
account register screen. In the title bar, the numbers in parentheses
|
||||
show your position within that account register. They will vary
|
||||
depending on which account register you came from (remember most trans-
|
||||
actions 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).
|
||||
|
||||
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.
|
||||
|
||||
Here are some current limitations to be aware of:
|
||||
|
||||
Changes might not be detected with certain editors, possibly including
|
||||
Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual
|
||||
Changes might not be detected with certain editors, possibly including
|
||||
Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual
|
||||
filesystems. (#1617, #911). To work around, reload manually by press-
|
||||
ing g in the hledger-ui window. (Or see #1617 for another workaround,
|
||||
ing g in the hledger-ui window. (Or see #1617 for another workaround,
|
||||
and let us know if it works for you.)
|
||||
|
||||
CPU and memory usage can sometimes gradually increase, if hledger-ui
|
||||
--watch is left running for days. (Possibly correlated with certain
|
||||
platforms, many transactions, and/or large numbers of other files
|
||||
present). To work around, quit and restart it, or (where supported)
|
||||
CPU and memory usage can sometimes gradually increase, if hledger-ui
|
||||
--watch is left running for days. (Possibly correlated with certain
|
||||
platforms, many transactions, and/or large numbers of other files
|
||||
present). To work around, quit and restart it, or (where supported)
|
||||
suspend (CTRL-z) and restart it (fg).
|
||||
|
||||
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
|
||||
@ -484,17 +503,17 @@ ENVIRONMENT
|
||||
|
||||
On unix computers, the default value is: ~/.hledger.journal.
|
||||
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
a symbolic link to YYYY.journal.
|
||||
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
your shell's startup files (eg ~/.profile):
|
||||
|
||||
export LEDGER_FILE=~/finance/current.journal`
|
||||
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
variables, that will also affect applications started from the GUI (eg,
|
||||
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
|
||||
entry like:
|
||||
@ -505,24 +524,24 @@ ENVIRONMENT
|
||||
|
||||
For this to take effect you might need to killall Dock, or reboot.
|
||||
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
trator, and if this persists across a reboot):
|
||||
|
||||
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal"
|
||||
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
load/help/path.html.
|
||||
|
||||
FILES
|
||||
Reads data from one or more files in hledger journal, timeclock, time-
|
||||
dot, or CSV format specified with -f, or $LEDGER_FILE, or
|
||||
$HOME/.hledger.journal (on windows, perhaps
|
||||
Reads data from one or more files in hledger journal, timeclock, time-
|
||||
dot, or CSV format specified with -f, or $LEDGER_FILE, or
|
||||
$HOME/.hledger.journal (on windows, perhaps
|
||||
C:/Users/USER/.hledger.journal).
|
||||
|
||||
BUGS
|
||||
The need to precede options with -- when invoked from hledger is awk-
|
||||
The need to precede options with -- when invoked from hledger is awk-
|
||||
ward.
|
||||
|
||||
-f- doesn't work (hledger-ui can't read from stdin).
|
||||
@ -530,13 +549,13 @@ BUGS
|
||||
-V affects only the accounts screen.
|
||||
|
||||
When you press g, the current and all previous screens are regenerated,
|
||||
which may cause a noticeable pause with large files. Also there is no
|
||||
which may cause a noticeable pause with large files. Also there is no
|
||||
visual indication that this is in progress.
|
||||
|
||||
--watch is not yet fully robust. It works well for normal usage, but
|
||||
many file changes in a short time (eg saving the file thousands of
|
||||
times with an editor macro) can cause problems at least on OSX. Symp-
|
||||
toms include: unresponsive UI, periodic resetting of the cursor posi-
|
||||
--watch is not yet fully robust. It works well for normal usage, but
|
||||
many file changes in a short time (eg saving the file thousands of
|
||||
times with an editor macro) can cause problems at least on OSX. Symp-
|
||||
toms include: unresponsive UI, periodic resetting of the cursor posi-
|
||||
tion, momentary display of parse errors, high CPU usage eventually sub-
|
||||
siding, and possibly a small but persistent build-up of CPU usage until
|
||||
the program is restarted.
|
||||
@ -547,7 +566,7 @@ BUGS
|
||||
|
||||
|
||||
REPORTING BUGS
|
||||
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
||||
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
||||
or hledger mail list)
|
||||
|
||||
|
||||
|
||||
Loading…
Reference in New Issue
Block a user