;doc: update manuals

This commit is contained in:
Simon Michael 2022-11-07 16:18:28 -10:00
parent 82aa8f1975
commit 6e5c30ea1a
3 changed files with 198 additions and 134 deletions

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@ -53,6 +53,18 @@ watch for data and date changes and reload automatically
\f[B]\f[CB]--theme=default|terminal|greenterm\f[B]\f[R] \f[B]\f[CB]--theme=default|terminal|greenterm\f[B]\f[R]
use this custom display theme use this custom display theme
.TP .TP
\f[B]\f[CB]--menu\f[B]\f[R]
start in the menu screen
.TP
\f[B]\f[CB]--all\f[B]\f[R]
start in the all accounts screen
.TP
\f[B]\f[CB]--bs\f[B]\f[R]
start in the balance sheet accounts screen
.TP
\f[B]\f[CB]--is\f[B]\f[R]
start in the income statement accounts screen
.TP
\f[B]\f[CB]--register=ACCTREGEX\f[B]\f[R] \f[B]\f[CB]--register=ACCTREGEX\f[B]\f[R]
start in the (first) matched account\[aq]s register screen start in the (first) matched account\[aq]s register screen
.TP .TP
@ -335,6 +347,17 @@ reliably reset to normal mode.
.PP .PP
Additional screen-specific keys are described below. Additional screen-specific keys are described below.
.SH SCREENS .SH SCREENS
.PP
hledger-ui can show a number of different screens, described below.
It shows the Balance sheet accounts screen to start with, except in the
following situations:
.IP \[bu] 2
If no asset/liability/equity accounts can be detected, or if an account
query has been given on the command line, it starts in the All accounts
screen.
.IP \[bu] 2
If a starting screen is specified with --menu/--all/--bs/--is/--register
on the command line, it starts there.
.SS Menu screen .SS Menu screen
.PP .PP
The top-most screen. The top-most screen.
@ -343,14 +366,13 @@ to navigate to it.
From here you can navigate to three accounts screens: From here you can navigate to three accounts screens:
.SS All accounts screen .SS All accounts screen
.PP .PP
This screen shows all accounts (unless filtered by a query), and their This screen shows all accounts (possibly filtered by a query), and their
current balances. current balances.
It is like the \f[C]hledger balance\f[R] command. It is like the \f[C]hledger balance\f[R] command.
.SS Balance sheet accounts screen .SS Balance sheet accounts screen
.PP .PP
This is the screen normally shown at startup. This screen shows asset, liability and equity accounts, if these can be
It shows asset, liability and equity accounts, if these can be detected detected (see account types).
(see account types).
It always shows historical end balances on some date (not balance It always shows historical end balances on some date (not balance
changes). changes).
It is like the \f[C]hledger balancesheetequity\f[R] command. It is like the \f[C]hledger balancesheetequity\f[R] command.

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@ -68,6 +68,18 @@ the data.
'--theme=default|terminal|greenterm' '--theme=default|terminal|greenterm'
use this custom display theme use this custom display theme
'--menu'
start in the menu screen
'--all'
start in the all accounts screen
'--bs'
start in the balance sheet accounts screen
'--is'
start in the income statement accounts screen
'--register=ACCTREGEX' '--register=ACCTREGEX'
start in the (first) matched account's register screen start in the (first) matched account's register screen
@ -352,6 +364,17 @@ File: hledger-ui.info, Node: SCREENS, Next: TIPS, Prev: KEYS, Up: Top
4 SCREENS 4 SCREENS
********* *********
hledger-ui can show a number of different screens, described below. It
shows the Balance sheet accounts screen to start with, except in the
following situations:
* If no asset/liability/equity accounts can be detected, or if an
account query has been given on the command line, it starts in the
All accounts screen.
* If a starting screen is specified with -menu/-all/-bs/-is/-register
on the command line, it starts there.
* Menu: * Menu:
* Menu screen:: * Menu screen::
@ -378,7 +401,7 @@ File: hledger-ui.info, Node: All accounts screen, Next: Balance sheet accounts
4.2 All accounts screen 4.2 All accounts screen
======================= =======================
This screen shows all accounts (unless filtered by a query), and their This screen shows all accounts (possibly filtered by a query), and their
current balances. It is like the 'hledger balance' command. current balances. It is like the 'hledger balance' command.
 
@ -387,10 +410,10 @@ File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income state
4.3 Balance sheet accounts screen 4.3 Balance sheet accounts screen
================================= =================================
This is the screen normally shown at startup. It shows asset, liability This screen shows asset, liability and equity accounts, if these can be
and equity accounts, if these can be detected (see account types). It detected (see account types). It always shows historical end balances
always shows historical end balances on some date (not balance changes). on some date (not balance changes). It is like the 'hledger
It is like the 'hledger balancesheetequity' command. balancesheetequity' command.
 
File: hledger-ui.info, Node: Income statement accounts screen, Next: Register screen, Prev: Balance sheet accounts screen, Up: SCREENS File: hledger-ui.info, Node: Income statement accounts screen, Next: Register screen, Prev: Balance sheet accounts screen, Up: SCREENS
@ -676,38 +699,38 @@ Tag Table:
Node: Top221 Node: Top221
Node: OPTIONS1657 Node: OPTIONS1657
Ref: #options1755 Ref: #options1755
Node: MOUSE6637 Node: MOUSE6839
Ref: #mouse6732 Ref: #mouse6934
Node: KEYS7014 Node: KEYS7216
Ref: #keys7107 Ref: #keys7309
Node: SCREENS11193 Node: SCREENS11395
Ref: #screens11291 Ref: #screens11493
Node: Menu screen11472 Node: Menu screen12123
Ref: #menu-screen11592 Ref: #menu-screen12243
Node: All accounts screen11761 Node: All accounts screen12412
Ref: #all-accounts-screen11935 Ref: #all-accounts-screen12586
Node: Balance sheet accounts screen12068 Node: Balance sheet accounts screen12721
Ref: #balance-sheet-accounts-screen12283 Ref: #balance-sheet-accounts-screen12936
Node: Income statement accounts screen12554 Node: Income statement accounts screen13170
Ref: #income-statement-accounts-screen12771 Ref: #income-statement-accounts-screen13387
Node: Register screen15216 Node: Register screen15832
Ref: #register-screen15388 Ref: #register-screen16004
Node: Transaction screen17372 Node: Transaction screen17988
Ref: #transaction-screen17530 Ref: #transaction-screen18146
Node: Error screen18400 Node: Error screen19016
Ref: #error-screen18522 Ref: #error-screen19138
Node: TIPS18766 Node: TIPS19382
Ref: #tips18865 Ref: #tips19481
Node: Watch mode18907 Node: Watch mode19523
Ref: #watch-mode19014 Ref: #watch-mode19630
Node: Debug output20470 Node: Debug output21086
Ref: #debug-output20581 Ref: #debug-output21197
Node: ENVIRONMENT20793 Node: ENVIRONMENT21409
Ref: #environment20904 Ref: #environment21520
Node: FILES22289 Node: FILES22905
Ref: #files22388 Ref: #files23004
Node: BUGS22601 Node: BUGS23217
Ref: #bugs22678 Ref: #bugs23294
 
End Tag Table End Tag Table

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@ -47,6 +47,14 @@ OPTIONS
--theme=default|terminal|greenterm --theme=default|terminal|greenterm
use this custom display theme use this custom display theme
--menu start in the menu screen
--all start in the all accounts screen
--bs start in the balance sheet accounts screen
--is start in the income statement accounts screen
--register=ACCTREGEX --register=ACCTREGEX
start in the (first) matched account's register screen start in the (first) matched account's register screen
@ -308,173 +316,184 @@ KEYS
Additional screen-specific keys are described below. Additional screen-specific keys are described below.
SCREENS SCREENS
hledger-ui can show a number of different screens, described below. It
shows the Balance sheet accounts screen to start with, except in the
following situations:
o If no asset/liability/equity accounts can be detected, or if an
account query has been given on the command line, it starts in the
All accounts screen.
o If a starting screen is specified with --menu/--all/--bs/--is/--reg-
ister on the command line, it starts there.
Menu screen Menu screen
The top-most screen. hledger-ui does not show this screen at startup, The top-most screen. hledger-ui does not show this screen at startup,
but you can press LEFT to navigate to it. From here you can navigate but you can press LEFT to navigate to it. From here you can navigate
to three accounts screens: to three accounts screens:
All accounts screen All accounts screen
This screen shows all accounts (unless filtered by a query), and their This screen shows all accounts (possibly filtered by a query), and
current balances. It is like the hledger balance command. their current balances. It is like the hledger balance command.
Balance sheet accounts screen Balance sheet accounts screen
This is the screen normally shown at startup. It shows asset, liabil- This screen shows asset, liability and equity accounts, if these can be
ity and equity accounts, if these can be detected (see account types). detected (see account types). It always shows historical end balances
It always shows historical end balances on some date (not balance on some date (not balance changes). It is like the hledger bal-
changes). It is like the hledger balancesheetequity command. ancesheetequity command.
Income statement accounts screen Income statement accounts screen
This screen shows revenue and expense accounts. It always shows bal- This screen shows revenue and expense accounts. It always shows bal-
ance changes in some period (not end balances). It is like the hledger ance changes in some period (not end balances). It is like the hledger
incomestatement command. incomestatement command.
All of these accounts screens work in much the same way: All of these accounts screens work in much the same way:
They show accounts which have been posted to by transactions, as well They show accounts which have been posted to by transactions, as well
as accounts which have been declared with an account directive (except as accounts which have been declared with an account directive (except
for empty parent accounts). for empty parent accounts).
If you specify a query on the command line, it shows just the matched If you specify a query on the command line, it shows just the matched
accounts, and the balances from matched transactions. accounts, and the balances from matched transactions.
Account names are shown as a flat list by default; press t to toggle Account names are shown as a flat list by default; press t to toggle
tree mode. In list mode, account balances are exclusive of subac- tree mode. In list mode, account balances are exclusive of subac-
counts, except where subaccounts are hidden by a depth limit (see counts, except where subaccounts are hidden by a depth limit (see
below). In tree mode, all account balances are inclusive of subac- below). In tree mode, all account balances are inclusive of subac-
counts. counts.
To see less detail, press a number key, 1 to 9, to set a depth limit. To see less detail, press a number key, 1 to 9, to set a depth limit.
Or use - to decrease and +/= to increase the depth limit. 0 shows even Or use - to decrease and +/= to increase the depth limit. 0 shows even
less detail, collapsing all accounts to a single total. To remove the less detail, collapsing all accounts to a single total. To remove the
depth limit, set it higher than the maximum account depth, or press depth limit, set it higher than the maximum account depth, or press
ESCAPE. ESCAPE.
H toggles between showing historical balances or period balances (on H toggles between showing historical balances or period balances (on
the "All accounts" screen). Historical balances (the default) are end- the "All accounts" screen). Historical balances (the default) are end-
ing balances at the end of the report period, taking into account all ing balances at the end of the report period, taking into account all
transactions before that date (filtered by the filter query if any), transactions before that date (filtered by the filter query if any),
including transactions before the start of the report period. In other including transactions before the start of the report period. In other
words, historical balances are what you would see on a bank statement words, historical balances are what you would see on a bank statement
for that account (unless disturbed by a filter query). Period balances for that account (unless disturbed by a filter query). Period balances
ignore transactions before the report start date, so they show the ignore transactions before the report start date, so they show the
change in balance during the report period. They are more useful eg change in balance during the report period. They are more useful eg
when viewing a time log. when viewing a time log.
U toggles filtering by unmarked status, including or excluding unmarked U toggles filtering by unmarked status, including or excluding unmarked
postings in the balances. Similarly, P toggles pending postings, and C postings in the balances. Similarly, P toggles pending postings, and C
toggles cleared postings. (By default, balances include all postings; toggles cleared postings. (By default, balances include all postings;
if you activate one or two status filters, only those postings are if you activate one or two status filters, only those postings are
included; and if you activate all three, the filter is removed.) included; and if you activate all three, the filter is removed.)
R toggles real mode, in which virtual postings are ignored. R toggles real mode, in which virtual postings are ignored.
z toggles nonzero mode, in which only accounts with nonzero balances z toggles nonzero mode, in which only accounts with nonzero balances
are shown (hledger-ui shows zero items by default, unlike command-line are shown (hledger-ui shows zero items by default, unlike command-line
hledger). hledger).
Press RIGHT to view an account's register screen, Or, LEFT to see the Press RIGHT to view an account's register screen, Or, LEFT to see the
menu screen. menu screen.
Register screen Register screen
This screen shows the transactions affecting a particular account, like This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows: a check register. Each line represents one transaction and shows:
o the other account(s) involved, in abbreviated form. (If there are o the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts affected both real and virtual postings, it shows only the accounts affected
by real postings.) 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. inflow to this account, negative for an outflow.
o the running historical total or period total for the current account, o the running historical total or period total for the current account,
after the transaction. This can be toggled with H. Similar to the after the transaction. This can be toggled with H. Similar to the
accounts screen, the historical total is affected by transactions accounts screen, the historical total is affected by transactions
(filtered by the filter query) before the report start date, while (filtered by the filter query) before the report start date, while
the period total is not. If the historical total is not disturbed by the period total is not. If the historical total is not disturbed by
a filter query, it will be the running historical balance you would a filter query, it will be the running historical balance you would
see on a bank register for the current account. see on a bank register for the current account.
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 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 mode but this account has subaccounts which are not shown due to a
depth limit. In other words, the register always shows the transac- depth limit. In other words, the register always shows the transac-
tions contributing to the balance shown on the accounts screen. Tree tions contributing to the balance shown on the accounts screen. Tree
mode/list mode can be toggled with t here also. 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 transactions. Similarly, P toggles pending transactions, and C toggles
cleared transactions. (By default, transactions with all statuses are cleared transactions. (By default, transactions with all statuses are
shown; if you activate one or two status filters, only those transac- 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.) tions are shown; and if you activate all three, the filter is removed.)
R toggles real mode, in which virtual postings are ignored. R toggles real mode, in which virtual postings are ignored.
z toggles nonzero mode, in which only transactions posting a nonzero z toggles nonzero mode, in which only transactions posting a nonzero
change are shown (hledger-ui shows zero items by default, unlike com- change are shown (hledger-ui shows zero items by default, unlike com-
mand-line hledger). mand-line hledger).
Press RIGHT to view the selected transaction in detail. Press RIGHT to view the selected transaction in detail.
Transaction screen Transaction screen
This screen shows a single transaction, as a general journal entry, This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_jour- similar to hledger's print command and journal format (hledger_jour-
nal(5)). nal(5)).
The transaction's date(s) and any cleared flag, transaction code, The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are description, comments, along with all of its account postings are
shown. Simple transactions have two postings, but there can be more shown. Simple transactions have two postings, but there can be more
(or in certain cases, fewer). (or in certain cases, fewer).
UP and DOWN will step through all transactions listed in the previous UP and DOWN will step through all transactions listed in the previous
account register screen. In the title bar, the numbers in parentheses account register screen. In the title bar, the numbers in parentheses
show your position within that account register. They will vary show your position within that account register. They will vary
depending on which account register you came from (remember most trans- depending on which account register you came from (remember most trans-
actions appear in multiple account registers). The #N number preceding actions appear in multiple account registers). The #N number preceding
them is the transaction's position within the complete unfiltered jour- them is the transaction's position within the complete unfiltered jour-
nal, which is a more stable id (at least until the next reload). nal, which is a more stable id (at least until the next reload).
Error screen Error screen
This screen will appear if there is a problem, such as a parse error, This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem, press g 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 again to reload and resume normal operation. (Or, you can press escape
to cancel the reload attempt.) to cancel the reload attempt.)
TIPS TIPS
Watch mode Watch mode
One of hledger-ui's best features is the auto-reloading -w/--watch One of hledger-ui's best features is the auto-reloading -w/--watch
mode. With this flag, it will update the display automatically when- mode. With this flag, it will update the display automatically when-
ever changes are saved to the data files. ever changes are saved to the data files.
This is very useful when reconciling. A good workflow is to have your 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 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 journal file open in an editor window; and hledger-ui in watch mode in
a terminal window, eg: a terminal window, eg:
$ hledger-ui --watch --register checking -C $ hledger-ui --watch --register checking -C
As you mark things cleared in the editor, you can see the effect imme- As you mark things cleared in the editor, you can see the effect imme-
diately without having to context switch. This leaves more mental diately without having to context switch. This leaves more mental
bandwidth for your accounting. Of course you can still interact with bandwidth for your accounting. Of course you can still interact with
hledger-ui when needed, eg to toggle cleared mode, or to explore the hledger-ui when needed, eg to toggle cleared mode, or to explore the
history. history.
Here are some current limitations to be aware of: Here are some current limitations to be aware of:
Changes might not be detected with certain editors, possibly including Changes might not be detected with certain editors, possibly including
Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual
filesystems. (#1617, #911). To work around, reload manually by press- 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.) and let us know if it works for you.)
CPU and memory usage can sometimes gradually increase, if hledger-ui CPU and memory usage can sometimes gradually increase, if hledger-ui
--watch is left running for days. (Possibly correlated with certain --watch is left running for days. (Possibly correlated with certain
platforms, many transactions, and/or large numbers of other files platforms, many transactions, and/or large numbers of other files
present). To work around, quit and restart it, or (where supported) present). To work around, quit and restart it, or (where supported)
suspend (CTRL-z) and restart it (fg). suspend (CTRL-z) and restart it (fg).
Debug output Debug output
You can add --debug[=N] to the command line to log debug output. This 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 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). ranges from 1 (least output, the default) to 9 (maximum output).
ENVIRONMENT ENVIRONMENT
@ -484,17 +503,17 @@ ENVIRONMENT
On unix computers, the default value is: ~/.hledger.journal. On unix computers, the default value is: ~/.hledger.journal.
A more typical value is something like ~/finance/YYYY.journal, where A more typical value is something like ~/finance/YYYY.journal, where
~/finance is a version-controlled finance directory and YYYY is the ~/finance is a version-controlled finance directory and YYYY is the
current year. Or, ~/finance/current.journal, where current.journal is current year. Or, ~/finance/current.journal, where current.journal is
a symbolic link to YYYY.journal. 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): your shell's startup files (eg ~/.profile):
export LEDGER_FILE=~/finance/current.journal` 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, variables, that will also affect applications started from the GUI (eg,
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
entry like: entry like:
@ -505,24 +524,24 @@ ENVIRONMENT
For this to take effect you might need to killall Dock, or reboot. For this to take effect you might need to killall Dock, or reboot.
On Windows computers, the default value is probably C:\Users\YOUR- On Windows computers, the default value is probably C:\Users\YOUR-
NAME\.hledger.journal. You can change this by running a command like 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- this in a powershell window (let us know if you need to be an Adminis-
trator, and if this persists across a reboot): trator, and if this persists across a reboot):
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal" > 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. load/help/path.html.
FILES FILES
Reads data from one or more files in hledger journal, timeclock, time- Reads data from one or more files in hledger journal, timeclock, time-
dot, or CSV format specified with -f, or $LEDGER_FILE, or dot, or CSV format specified with -f, or $LEDGER_FILE, or
$HOME/.hledger.journal (on windows, perhaps $HOME/.hledger.journal (on windows, perhaps
C:/Users/USER/.hledger.journal). C:/Users/USER/.hledger.journal).
BUGS 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. ward.
-f- doesn't work (hledger-ui can't read from stdin). -f- doesn't work (hledger-ui can't read from stdin).
@ -530,13 +549,13 @@ BUGS
-V affects only the accounts screen. -V affects only the accounts screen.
When you press g, the current and all previous screens are regenerated, 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. visual indication that this is in progress.
--watch is not yet fully robust. It works well for normal usage, but --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 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- times with an editor macro) can cause problems at least on OSX. Symp-
toms include: unresponsive UI, periodic resetting of the cursor posi- toms include: unresponsive UI, periodic resetting of the cursor posi-
tion, momentary display of parse errors, high CPU usage eventually sub- tion, momentary display of parse errors, high CPU usage eventually sub-
siding, and possibly a small but persistent build-up of CPU usage until siding, and possibly a small but persistent build-up of CPU usage until
the program is restarted. the program is restarted.
@ -547,7 +566,7 @@ BUGS
REPORTING 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) or hledger mail list)