;dev: doc: update manuals

2024-10-06 10:57:30 +03:00 · 2021-07-11 14:38:44 -10:00 · 2021-07-11 14:38:44 -10:00 · b8f0900edb
commit b8f0900edb
parent 31de526872
6 changed files with 4034 additions and 3178 deletions
--- a/8
+++ b/8
@ -15,8 +15,6 @@ File: dir,	Node: Top	This is the top of the INFO tree
 * Menu:
 User Applications
-* hledger: (hledger/hledger).   Command-line plain text accounting tool.
+* hledger: (hledger/hledger).  Command-line plain text accounting tool.
-* hledger-ui: (hledger-ui/hledger-ui).
+* hledger-ui: (hledger-ui/hledger-ui).  Terminal UI for the hledger accounting tool.
-                                Terminal UI for the hledger accounting tool.
+* hledger-web: (hledger-web/hledger-web).  Web UI/API for the hledger accounting tool.
 * hledger-web: (hledger-web/hledger-web).
                                Web UI/API for the hledger accounting tool.
--- a/hledger-ui/hledger-ui.info
+++ b/hledger-ui/hledger-ui.info
@ -1,4 +1,5 @@
-This is hledger-ui.info, produced by makeinfo version 6.7 from stdin.
+This is hledger-ui/hledger-ui.info, produced by makeinfo version 4.8
 from stdin.
 INFO-DIR-SECTION User Applications
 START-INFO-DIR-ENTRY
@ -6,36 +7,36 @@ START-INFO-DIR-ENTRY
 END-INFO-DIR-ENTRY
-File: hledger-ui.info,  Node: Top,  Next: OPTIONS,  Up: (dir)
+File: hledger-ui.info,  Node: Top,  Up: (dir)
 hledger-ui(1)
 *************
 hledger-ui is a terminal interface (TUI) for the hledger accounting
-tool.  This manual is for hledger-ui 1.22.
+tool. This manual is for hledger-ui 1.22.
-   'hledger-ui [OPTIONS] [QUERYARGS]'
+   `hledger-ui [OPTIONS] [QUERYARGS]'
-'hledger ui -- [OPTIONS] [QUERYARGS]'
+`hledger ui -- [OPTIONS] [QUERYARGS]'
   hledger is a reliable, cross-platform set of programs for tracking
 money, time, or any other commodity, using double-entry accounting and a
-simple, editable file format.  hledger is inspired by and largely
+simple, editable file format. hledger is inspired by and largely
 compatible with ledger(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 command-line
+limited data entry capability. It is easier than hledger's command-line
 interface, and sometimes quicker and more convenient than the web
 interface.
   Like hledger, it reads data from one or more files in hledger
-journal, timeclock, timedot, or CSV format specified with '-f', or
+journal, timeclock, timedot, or CSV format specified with `-f', or
-'$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps
+`$LEDGER_FILE', or `$HOME/.hledger.journal' (on windows, perhaps
-'C:/Users/USER/.hledger.journal').  For more about this see hledger(1),
+`C:/Users/USER/.hledger.journal'). For more about this see hledger(1),
 hledger_journal(5) etc.
   Unlike hledger, hledger-ui hides all future-dated transactions by
-default.  They can be revealed, along with any rule-generated periodic
+default. They can be revealed, along with any rule-generated periodic
 transactions, by pressing the F key (or starting with -forecast) to
 enable "forecast mode".
@ -54,146 +55,143 @@ File: hledger-ui.info,  Node: OPTIONS,  Next: KEYS,  Prev: Top,  Up: Top
 1 OPTIONS
 *********
-Note: if invoking hledger-ui as a hledger subcommand, write '--' before
+Note: if invoking hledger-ui as a hledger subcommand, write `--' before
 options as shown above.
   Any QUERYARGS are interpreted as a hledger search query which filters
 the data.
-'--watch'
+`--watch'
     watch for data and date changes and reload automatically
 '--theme=default|terminal|greenterm'
 `--theme=default|terminal|greenterm'
     use this custom display theme
 '--register=ACCTREGEX'
 `--register=ACCTREGEX'
     start in the (first) matched account's register screen
 '--change'
 `--change'
     show period balances (changes) at startup instead of historical
     balances
 '-l --flat'
 `-l --flat'
     show accounts as a flat list (default)
 '-t --tree'
 `-t --tree'
     show accounts as a tree
   hledger input options:
-'-f FILE --file=FILE'
+`-f FILE --file=FILE'
-
+     use a different input file. For stdin, use - (default:
-     use a different input file.  For stdin, use - (default:
+     `$LEDGER_FILE' or `$HOME/.hledger.journal')
     '$LEDGER_FILE' or '$HOME/.hledger.journal')
 '--rules-file=RULESFILE'
 `--rules-file=RULESFILE'
     Conversion rules file to use when reading CSV (default: FILE.rules)
 '--separator=CHAR'
 `--separator=CHAR'
     Field separator to expect when reading CSV (default: ',')
 '--alias=OLD=NEW'
 `--alias=OLD=NEW'
     rename accounts named OLD to NEW
 '--anon'
 `--anon'
     anonymize accounts and payees
 '--pivot FIELDNAME'
 `--pivot FIELDNAME'
     use some other field or tag for the account name
 '-I --ignore-assertions'
 `-I --ignore-assertions'
     disable balance assertion checks (note: does not disable balance
     assignments)
 '-s --strict'
 `-s --strict'
     do extra error checking (check that all posted accounts are
     declared)
   hledger reporting options:
-'-b --begin=DATE'
+`-b --begin=DATE'
     include postings/txns on or after this date (will be adjusted to
     preceding subperiod start when using a report interval)
 '-e --end=DATE'
 `-e --end=DATE'
     include postings/txns before this date (will be adjusted to
     following subperiod end when using a report interval)
 '-D --daily'
 `-D --daily'
     multiperiod/multicolumn report by day
 '-W --weekly'
 `-W --weekly'
     multiperiod/multicolumn report by week
 '-M --monthly'
 `-M --monthly'
     multiperiod/multicolumn report by month
 '-Q --quarterly'
 `-Q --quarterly'
     multiperiod/multicolumn report by quarter
 '-Y --yearly'
 `-Y --yearly'
     multiperiod/multicolumn report by year
 '-p --period=PERIODEXP'
 `-p --period=PERIODEXP'
     set start date, end date, and/or reporting interval all at once
     using period expressions syntax
 '--date2'
 `--date2'
     match the secondary date instead (see command help for other
     effects)
 '-U --unmarked'
 `-U --unmarked'
     include only unmarked postings/txns (can combine with -P or -C)
 '-P --pending'
 `-P --pending'
     include only pending postings/txns
 '-C --cleared'
 `-C --cleared'
     include only cleared postings/txns
 '-R --real'
 `-R --real'
     include only non-virtual postings
 '-NUM --depth=NUM'
 `-NUM --depth=NUM'
     hide/aggregate accounts or postings more than NUM levels deep
 '-E --empty'
 `-E --empty'
     show items with zero amount, normally hidden (and vice-versa in
     hledger-ui/hledger-web)
 '-B --cost'
 `-B --cost'
     convert amounts to their cost/selling amount at transaction time
 '-V --market'
 `-V --market'
     convert amounts to their market value in default valuation
     commodities
 '-X --exchange=COMM'
 `-X --exchange=COMM'
     convert amounts to their market value in commodity COMM
 '--value'
 `--value'
     convert amounts to cost or market value, more flexibly than
     -B/-V/-X
 '--infer-market-prices'
 `--infer-market-prices'
     use transaction prices (recorded with @ or @@) as additional market
     prices, as if they were P directives
 '--auto'
 `--auto'
     apply automated posting rules to modify transactions.
 '--forecast'
 `--forecast'
     generate future transactions from periodic transaction rules, for
-     the next 6 months or till report end date.  In hledger-ui, also
+     the next 6 months or till report end date. In hledger-ui, also
     make ordinary future transactions visible.
 '--color=WHEN (or --colour=WHEN)'
 `--color=WHEN (or --colour=WHEN)'
     Should color-supporting commands use ANSI color codes in text
     output.  'auto' (default): whenever stdout seems to be a
     color-supporting terminal.  'always' or 'yes': always, useful eg
-     when piping output into 'less -R'. 'never' or 'no': never.  A
+     when piping output into 'less -R'.  'never' or 'no': never.  A
     NO_COLOR environment variable overrides this.
   When a reporting option appears more than once in the command line,
@ -203,25 +201,24 @@ the last one takes precedence.
   hledger help options:
-'-h --help'
+`-h --help'
     show general or COMMAND help
 '--man'
 `--man'
     show general or COMMAND user manual with man
 '--info'
 `--info'
     show general or COMMAND user manual with info
 '--version'
 `--version'
     show general or ADDONCMD version
 '--debug[=N]'
 `--debug[=N]'
     show debug output (levels 1-9, default: 1)
   A @FILE argument will be expanded to the contents of FILE, which
-should contain one command line option/argument per line.  (To prevent
+should contain one command line option/argument per line. (To prevent
-this, insert a '--' argument before.)
+this, insert a `--' argument before.)
 File: hledger-ui.info,  Node: KEYS,  Next: SCREENS,  Prev: OPTIONS,  Up: Top
@ -229,94 +226,94 @@ File: hledger-ui.info,  Node: KEYS,  Next: SCREENS,  Prev: OPTIONS,  Up: Top
 2 KEYS
 ******
-'?' shows a help dialog listing all keys.  (Some of these also appear in
+`?' 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
+the quick help at the bottom of each screen.) Press `?' again (or
-'ESCAPE', or 'LEFT', or 'q') to close it.  The following keys work on
+`ESCAPE', or `LEFT', or `q') to close it. The following keys work on
 most screens:
-   The cursor keys navigate: 'right' (or 'enter') goes deeper, 'left'
+   The cursor keys navigate: `right' (or `enter') goes deeper, `left'
-returns to the previous screen, 'up'/'down'/'page up'/'page
+returns to the previous screen, `up'/`down'/`page up'/`page
-down'/'home'/'end' move up and down through lists.  Emacs-style
+down'/`home'/`end' move up and down through lists. Emacs-style
-('ctrl-p'/'ctrl-n'/'ctrl-f'/'ctrl-b') movement keys are also supported
+(`ctrl-p'/`ctrl-n'/`ctrl-f'/`ctrl-b') movement keys are also supported
 (but not vi-style keys, since hledger-1.19, sorry!).  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
+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
+`shift-down/up' steps downward and upward through these standard report
-period durations: year, quarter, month, week, day.  Then,
+period durations: year, quarter, month, week, day. Then,
-'shift-left/right' moves to the previous/next period.  'T' sets the
+`shift-left/right' moves to the previous/next period. `T' sets the
-report period to today.  With the '--watch' option, when viewing a
+report period to today. With the `--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
+period will move automatically to track the current date. To set a
-non-standard period, you can use '/' and a 'date:' query.
+non-standard period, you can use `/' and a `date:' query.
-   '/' lets you set a general filter query limiting the data shown,
+   `/' lets you set a general filter query limiting the data shown,
-using the same query terms as in hledger and hledger-web.  While editing
+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
+the query, you can use CTRL-a/e/d/k, BS, cursor keys; press `ENTER' to
-set it, or 'ESCAPE'to cancel.  There are also keys for quickly adjusting
+set it, or `ESCAPE'to cancel. There are also keys for quickly adjusting
 some common filters like account depth and transaction status (see
-below).  'BACKSPACE' or 'DELETE' removes all filters, showing all
+below). `BACKSPACE' or `DELETE' removes all filters, showing all
 transactions.
   As mentioned above, by default hledger-ui hides future transactions -
 both ordinary transactions recorded in the journal, and periodic
-transactions generated by rule.  'F' toggles forecast mode, in which
+transactions generated by rule. `F' toggles forecast mode, in which
 future/forecasted transactions are shown.
-   'ESCAPE' resets the UI state and jumps back to the top screen,
+   `ESCAPE' resets the UI state and jumps back to the top screen,
-restoring the app's initial state at startup.  Or, it cancels minibuffer
+restoring the app's initial state at startup. Or, it cancels minibuffer
 data entry or the help dialog.
-   'CTRL-l' redraws the screen and centers the selection if possible
+   `CTRL-l' redraws the screen and centers the selection if possible
 (selections 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
+   `g' reloads from the data file(s) and updates the current screen and
-any previous screens.  (With large files, this could cause a noticeable
+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.
+file. This allows some basic data entry.
-   'A' is like 'a', but runs the hledger-iadd tool, which provides a
+   `A' is like `a', but runs the hledger-iadd tool, which provides a
-terminal interface.  This key will be available if 'hledger-iadd' is
+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
+   `E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (`emacsclient
-a "" -nw') on the journal file.  With some editors (emacs, vi), the
+-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
 possible) when invoked from the error screen.
-   'B' toggles cost mode, showing amounts in their transaction price's
+   `B' toggles cost mode, showing amounts in their transaction price's
-commodity (like toggling the '-B/--cost' flag).
+commodity (like toggling the `-B/--cost' flag).
-   'V' toggles value mode, showing amounts' current market value in
+   `V' toggles value mode, showing amounts' current market value in
-their default valuation commodity (like toggling the '-V/--market'
+their default valuation commodity (like toggling the `-V/--market'
-flag).  Note, "current market value" means the value on the report end
+flag). Note, "current market value" means the value on the report end
-date if specified, otherwise today.  To see the value on another date,
+date if specified, otherwise today. To see the value on another date,
-you can temporarily set that as the report end date.  Eg: to see a
+you can temporarily set that as the report end date. Eg: to see a
 transaction as it was valued on july 30, go to the accounts or register
-screen, press '/', and add 'date:-7/30' to the query.
+screen, press `/', and add `date:-7/30' to the query.
   At most one of cost or value mode can be active at once.
   There's not yet any visual reminder when cost or value mode is
-active; for now pressing 'b' 'b' 'v' should reliably reset to normal
+active; for now pressing `b' `b' `v' should reliably reset to normal
 mode.
-   With '--watch' active, if you save an edit to the journal file while
+   With `--watch' active, if you save an edit to the journal file while
-viewing the transaction screen in cost or value mode, the 'B'/'V' keys
+viewing the transaction screen in cost or value mode, the `B'/`V' keys
-will stop working.  To work around, press 'g' to force a manual reload,
+will stop working. To work around, press `g' to force a manual reload,
 or exit the transaction screen.
-   'q' quits the application.
+   `q' quits the application.
   Additional screen-specific keys are described below.
@ -339,48 +336,47 @@ File: hledger-ui.info,  Node: Accounts screen,  Next: Register screen,  Up: SCRE
 3.1 Accounts screen
 ===================
-This is normally the first screen displayed.  It lists accounts and
+This is normally the first screen displayed. It lists accounts and their
-their balances, like hledger's balance command.  By default, it shows
+balances, like hledger's balance command. By default, it shows all
-all accounts and their latest ending balances (including the balances of
+accounts and their latest ending balances (including the balances of
-subaccounts).  If you specify a query on the command line, it shows just
+subaccounts). If you specify a query on the command line, it shows just
 the matched accounts and the balances from matched transactions.
-   Account names are shown as a flat list by default; press 't' to
+   Account names are shown as a flat list by default; press `t' to
-toggle tree mode.  In list mode, account balances are exclusive of
+toggle tree mode. In list mode, account balances are exclusive of
 subaccounts, except where subaccounts are hidden by a depth limit (see
-below).  In tree mode, all account balances are inclusive of
+below). In tree mode, all account balances are inclusive of subaccounts.
 subaccounts.
-   To see less detail, press a number key, '1' to '9', to set a depth
+   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.
+limit. Or use `-' to decrease and `+'/`=' to increase the depth limit.
-'0' shows even less detail, collapsing all accounts to a single total.
+`0' shows even less detail, collapsing all accounts to a single total.
-To remove the depth limit, set it higher than the maximum account depth,
+To remove the depth limit, set it higher than the maximum account
-or press 'ESCAPE'.
+depth, or press `ESCAPE'.
-   'H' toggles between showing historical balances or period balances.
+   `H' toggles between showing historical balances or period balances.
 Historical balances (the default) are ending balances at the end of the
 report period, taking into account all transactions before that date
 (filtered by the filter query if any), including transactions before the
-start of the report period.  In other words, historical balances are
+start of the report period. In other words, historical balances are what
-what you would see on a bank statement for that account (unless
+you would see on a bank statement for that account (unless disturbed by
-disturbed by a filter query).  Period balances ignore transactions
+a filter query). Period balances ignore transactions before the report
-before the report start date, so they show the change in balance during
+start date, so they show the change in balance during the report period.
-the report period.  They are more useful eg when viewing a time log.
+They are more useful eg when viewing a time log.
-   'U' toggles filtering by unmarked status, including or excluding
+   `U' toggles filtering by unmarked status, including or excluding
-unmarked postings in the balances.  Similarly, 'P' toggles pending
+unmarked postings in the balances. Similarly, `P' toggles pending
-postings, and 'C' toggles cleared postings.  (By default, balances
+postings, and `C' toggles cleared postings. (By default, balances
 include all postings; if you activate one or two status filters, only
 those postings are 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
+   `Z' toggles nonzero mode, in which only accounts with nonzero
 balances are shown (hledger-ui shows zero items by default, unlike
 command-line hledger).
-   Press 'right' or 'enter' to view an account's transactions register.
+   Press `right' or `enter' to view an account's transactions register.
 File: hledger-ui.info,  Node: Register screen,  Next: Transaction screen,  Prev: Accounts screen,  Up: SCREENS
@ -389,44 +385,46 @@ File: hledger-ui.info,  Node: Register screen,  Next: Transaction screen,  Prev:
 ===================
 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:
-   * the other account(s) involved, in abbreviated form.  (If there are
+   * 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
-     by real postings.)
+     affected by real postings.)
   * the overall change to the current account's balance; positive for
     an inflow to this account, negative for an outflow.
   * the running historical total or period total for the current
-     account, after the transaction.  This can be toggled with 'H'.
+     account, after the transaction. This can be toggled with `H'.
-     Similar to the accounts screen, the historical total is affected by
+     Similar to the accounts screen, the historical total is affected
-     transactions (filtered by the filter query) before the report start
+     by transactions (filtered by the filter query) before the report
-     date, while the period total is not.  If the historical total is
+     start date, while the period total is not. If the historical total
-     not disturbed by a filter query, it will be the running historical
+     is not disturbed by a filter query, it will be the running
-     balance you would see on a bank register for the current account.
+     historical balance you would see on a bank register for the
     current account.
   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 transactions
+limit. In other words, the register always shows the transactions
-contributing to the balance shown on the accounts screen.  Tree
+contributing to the balance shown on the accounts screen. Tree mode/list
-mode/list mode can be toggled with 't' here also.
+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'
+transactions. Similarly, `P' toggles pending transactions, and `C'
-toggles cleared transactions.  (By default, transactions with all
+toggles cleared transactions. (By default, transactions with all
 statuses are shown; if you activate one or two status filters, only
 those transactions 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
+   `Z' toggles nonzero mode, in which only transactions posting a
 nonzero change are shown (hledger-ui shows zero items by default, unlike
 command-line hledger).
-   Press 'right' (or 'enter') to view the selected transaction in
+   Press `right' (or `enter') to view the selected transaction in
 detail.
@ -444,11 +442,11 @@ 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
+   `up' and `down' will step through all transactions listed in the
-previous account register screen.  In the title bar, the numbers in
+previous account register screen. In the title bar, the numbers in
-parentheses show your position within that account register.  They will
+parentheses show your position within that account register. They will
 vary depending on which account register you came from (remember most
-transactions appear in multiple account registers).  The #N number
+transactions appear in multiple account registers). The #N number
 preceding them is the transaction's position within the complete
 unfiltered journal, which is a more stable id (at least until the next
 reload).
@ -460,8 +458,8 @@ File: hledger-ui.info,  Node: Error screen,  Prev: Transaction screen,  Up: SCRE
 ================
 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.)
@ -470,27 +468,28 @@ File: hledger-ui.info,  Node: ENVIRONMENT,  Next: FILES,  Prev: SCREENS,  Up: To
 4 ENVIRONMENT
 *************
-*COLUMNS* The screen width to use.  Default: the full terminal width.
+*COLUMNS* The screen width to use. Default: the full terminal width.
-   *LEDGER_FILE* The journal file path when not specified with '-f'.
+   *LEDGER_FILE* The journal file path when not specified with `-f'.
-Default: '~/.hledger.journal' (on windows, perhaps
+Default: `~/.hledger.journal' (on windows, perhaps
-'C:/Users/USER/.hledger.journal').
+`C:/Users/USER/.hledger.journal').
-   A typical value is '~/DIR/YYYY.journal', where DIR is a
+   A typical value is `~/DIR/YYYY.journal', where DIR is a
-version-controlled finance directory and YYYY is the current year.  Or
+version-controlled finance directory and YYYY is the current year. Or
-'~/DIR/current.journal', where current.journal is a symbolic link to
+`~/DIR/current.journal', where current.journal is a symbolic link to
 YYYY.journal.
-   On Mac computers, you can set this and other environment variables in
+   On Mac computers, you can set this and other environment variables
-a more thorough way that also affects applications started from the GUI
+in a more thorough way that also affects applications started from the
-(say, an Emacs dock icon).  Eg on MacOS Catalina I have a
+GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a
-'~/.MacOSX/environment.plist' file containing
+`~/.MacOSX/environment.plist' file containing
 {
  "LEDGER_FILE" : "~/finance/current.journal"
 }
-   To see the effect you may need to 'killall Dock', or reboot.
+   To see the effect you may need to `killall Dock', or reboot.
 File: hledger-ui.info,  Node: FILES,  Next: BUGS,  Prev: ENVIRONMENT,  Up: Top
@ -499,9 +498,9 @@ File: hledger-ui.info,  Node: FILES,  Next: BUGS,  Prev: ENVIRONMENT,  Up: Top
 *******
 Reads data from one or more files in hledger journal, timeclock,
-timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
+timedot, 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').
 File: hledger-ui.info,  Node: BUGS,  Prev: FILES,  Up: Top
@ -509,18 +508,18 @@ File: hledger-ui.info,  Node: BUGS,  Prev: FILES,  Up: Top
 6 BUGS
 ******
-The need to precede options with '--' when invoked from hledger is
+The need to precede options with `--' when invoked from hledger is
 awkward.
-   '-f-' doesn't work (hledger-ui can't read from stdin).
+   `-f-' doesn't work (hledger-ui can't read from stdin).
-   '-V' affects only the accounts screen.
+   `-V' affects only the accounts screen.
-   When you press 'g', the current and all previous screens are
+   When you press `g', the current and all previous screens are
-regenerated, which may cause a noticeable pause with large files.  Also
+regenerated, 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,
+   `--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. Symptoms
 include: unresponsive UI, periodic resetting of the cursor position,
@ -529,30 +528,31 @@ and possibly a small but persistent build-up of CPU usage until the
 program is restarted.
   Also, if you are viewing files mounted from another machine,
-'--watch' requires that both machine clocks are roughly in step.
+`--watch' requires that both machine clocks are roughly in step.
 Tag Table:
-Node: Top232
+Node: Top243
-Node: OPTIONS1646
+Node: OPTIONS1636
-Ref: #options1743
+Ref: #options1733
-Node: KEYS6144
+Node: KEYS6128
-Ref: #keys6239
+Ref: #keys6223
-Node: SCREENS10558
+Node: SCREENS10519
-Ref: #screens10663
+Ref: #screens10624
-Node: Accounts screen10753
+Node: Accounts screen10714
-Ref: #accounts-screen10881
+Ref: #accounts-screen10842
-Node: Register screen13096
+Node: Register screen13046
-Ref: #register-screen13251
+Ref: #register-screen13201
-Node: Transaction screen15248
+Node: Transaction screen15196
-Ref: #transaction-screen15406
+Ref: #transaction-screen15354
-Node: Error screen16276
+Node: Error screen16221
-Ref: #error-screen16398
+Ref: #error-screen16343
-Node: ENVIRONMENT16642
+Node: ENVIRONMENT16585
-Ref: #environment16756
+Ref: #environment16699
-Node: FILES17563
+Node: FILES17504
-Ref: #files17662
+Ref: #files17603
-Node: BUGS17875
+Node: BUGS17816
-Ref: #bugs17952
+Ref: #bugs17893
 End Tag Table
--- a/hledger-web/hledger-web.info
+++ b/hledger-web/hledger-web.info
@ -1,4 +1,5 @@
-This is hledger-web.info, produced by makeinfo version 6.7 from stdin.
+This is hledger-web/hledger-web.info, produced by makeinfo version 4.8
 from stdin.
 INFO-DIR-SECTION User Applications
 START-INFO-DIR-ENTRY
@ -6,7 +7,7 @@ START-INFO-DIR-ENTRY
 END-INFO-DIR-ENTRY
-File: hledger-web.info,  Node: Top,  Next: OPTIONS,  Up: (dir)
+File: hledger-web.info,  Node: Top,  Up: (dir)
 hledger-web(1)
 **************
@ -14,32 +15,31 @@ hledger-web(1)
 hledger-web is a web interface (WUI) for the hledger accounting tool.
 This manual is for hledger-web 1.22.
-   'hledger-web [OPTIONS]'
+   `hledger-web [OPTIONS]'
-'hledger web -- [OPTIONS]'
+`hledger web -- [OPTIONS]'
   hledger is a reliable, cross-platform set of programs for tracking
 money, time, or any other commodity, using double-entry accounting and a
-simple, editable file format.  hledger is inspired by and largely
+simple, editable file format. hledger is inspired by and largely
 compatible with ledger(1).
-   hledger-web is hledger's web interface.  It starts a simple web
+   hledger-web is hledger's web interface. It starts a simple web
 application for browsing and adding transactions, and optionally opens
-it in a web browser window if possible.  It provides a more
+it in a web browser window if possible. It provides a more user-friendly
-user-friendly UI than the hledger CLI or hledger-ui interface, showing
+UI than the hledger CLI or hledger-ui interface, showing more at once
-more at once (accounts, the current account register, balance charts)
+(accounts, the current account register, balance charts) and allowing
-and allowing history-aware data entry, interactive searching, and
+history-aware data entry, interactive searching, and bookmarking.
 bookmarking.
   hledger-web also lets you share a ledger with multiple users, or even
-the public web.  There is no access control, so if you need that you
+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
+should put it behind a suitable web proxy. As a small protection against
-against data loss when running an unprotected instance, it writes a
+data loss when running an unprotected instance, it writes a numbered
-numbered backup of the main journal file (only ?)  on every edit.
+backup of the main journal file (only ?) on every edit.
   Like hledger, it reads data from one or more files in hledger
-journal, timeclock, timedot, or CSV format specified with '-f', or
+journal, timeclock, timedot, or CSV format specified with `-f', or
-'$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps
+`$LEDGER_FILE', or `$HOME/.hledger.journal' (on windows, perhaps
-'C:/Users/USER/.hledger.journal').  For more about this see hledger(1).
+`C:/Users/USER/.hledger.journal'). For more about this see hledger(1).
 * Menu:
@ -59,168 +59,165 @@ File: hledger-web.info,  Node: OPTIONS,  Next: PERMISSIONS,  Prev: Top,  Up: Top
 *********
 Command-line options and arguments may be used to set an initial filter
-on the data.  These filter options are not shown in the web UI, but it
+on the data. These filter options are not shown in the web UI, but it
 will be applied in addition to any search query entered there.
-   Note: if invoking hledger-web as a hledger subcommand, write '--'
+   Note: if invoking hledger-web as a hledger subcommand, write `--'
 before options, as shown in the synopsis above.
-'--serve'
+`--serve'
     serve and log requests, don't browse or auto-exit
 '--serve-api'
 `--serve-api'
     like -serve, but serve only the JSON web API, without the
     server-side web UI
 '--host=IPADDR'
 `--host=IPADDR'
     listen on this IP address (default: 127.0.0.1)
 '--port=PORT'
 `--port=PORT'
     listen on this TCP port (default: 5000)
 '--socket=SOCKETFILE'
 `--socket=SOCKETFILE'
     use a unix domain socket file to listen for requests instead of a
-     TCP socket.  Implies '--serve'.  It can only be used if the
+     TCP socket. Implies `--serve'. It can only be used if the operating
-     operating system can provide this type of socket.
+     system can provide this type of socket.
 '--base-url=URL'
 `--base-url=URL'
     set the base url (default: http://IPADDR:PORT). You would change
     this when sharing over the network, or integrating within a larger
     website.
 '--file-url=URL'
-     set the static files url (default: BASEURL/static).  hledger-web
+`--file-url=URL'
     set the static files url (default: BASEURL/static). hledger-web
     normally serves static files itself, but if you wanted to serve
-     them from another server for efficiency, you would set the url with
+     them from another server for efficiency, you would set the url
-     this.
+     with this.
 '--capabilities=CAP[,CAP..]'
 `--capabilities=CAP[,CAP..]'
     enable the view, add, and/or manage capabilities (default:
     view,add)
 '--capabilities-header=HTTPHEADER'
 `--capabilities-header=HTTPHEADER'
     read capabilities to enable from a HTTP header, like
     X-Sandstorm-Permissions (default: disabled)
 '--test'
-     run hledger-web's tests and exit.  hspec test runner args may
+`--test'
     run hledger-web's tests and exit. hspec test runner args may
     follow a -, eg: hledger-web -test - -help
   hledger input options:
-'-f FILE --file=FILE'
+`-f FILE --file=FILE'
-
+     use a different input file. For stdin, use - (default:
-     use a different input file.  For stdin, use - (default:
+     `$LEDGER_FILE' or `$HOME/.hledger.journal')
     '$LEDGER_FILE' or '$HOME/.hledger.journal')
 '--rules-file=RULESFILE'
 `--rules-file=RULESFILE'
     Conversion rules file to use when reading CSV (default: FILE.rules)
 '--separator=CHAR'
 `--separator=CHAR'
     Field separator to expect when reading CSV (default: ',')
 '--alias=OLD=NEW'
 `--alias=OLD=NEW'
     rename accounts named OLD to NEW
 '--anon'
 `--anon'
     anonymize accounts and payees
 '--pivot FIELDNAME'
 `--pivot FIELDNAME'
     use some other field or tag for the account name
 '-I --ignore-assertions'
 `-I --ignore-assertions'
     disable balance assertion checks (note: does not disable balance
     assignments)
 '-s --strict'
 `-s --strict'
     do extra error checking (check that all posted accounts are
     declared)
   hledger reporting options:
-'-b --begin=DATE'
+`-b --begin=DATE'
     include postings/txns on or after this date (will be adjusted to
     preceding subperiod start when using a report interval)
 '-e --end=DATE'
 `-e --end=DATE'
     include postings/txns before this date (will be adjusted to
     following subperiod end when using a report interval)
 '-D --daily'
 `-D --daily'
     multiperiod/multicolumn report by day
 '-W --weekly'
 `-W --weekly'
     multiperiod/multicolumn report by week
 '-M --monthly'
 `-M --monthly'
     multiperiod/multicolumn report by month
 '-Q --quarterly'
 `-Q --quarterly'
     multiperiod/multicolumn report by quarter
 '-Y --yearly'
 `-Y --yearly'
     multiperiod/multicolumn report by year
 '-p --period=PERIODEXP'
 `-p --period=PERIODEXP'
     set start date, end date, and/or reporting interval all at once
     using period expressions syntax
 '--date2'
 `--date2'
     match the secondary date instead (see command help for other
     effects)
 '-U --unmarked'
 `-U --unmarked'
     include only unmarked postings/txns (can combine with -P or -C)
 '-P --pending'
 `-P --pending'
     include only pending postings/txns
 '-C --cleared'
 `-C --cleared'
     include only cleared postings/txns
 '-R --real'
 `-R --real'
     include only non-virtual postings
 '-NUM --depth=NUM'
 `-NUM --depth=NUM'
     hide/aggregate accounts or postings more than NUM levels deep
 '-E --empty'
 `-E --empty'
     show items with zero amount, normally hidden (and vice-versa in
     hledger-ui/hledger-web)
 '-B --cost'
 `-B --cost'
     convert amounts to their cost/selling amount at transaction time
 '-V --market'
 `-V --market'
     convert amounts to their market value in default valuation
     commodities
 '-X --exchange=COMM'
 `-X --exchange=COMM'
     convert amounts to their market value in commodity COMM
 '--value'
 `--value'
     convert amounts to cost or market value, more flexibly than
     -B/-V/-X
 '--infer-market-prices'
 `--infer-market-prices'
     use transaction prices (recorded with @ or @@) as additional market
     prices, as if they were P directives
 '--auto'
 `--auto'
     apply automated posting rules to modify transactions.
 '--forecast'
 `--forecast'
     generate future transactions from periodic transaction rules, for
-     the next 6 months or till report end date.  In hledger-ui, also
+     the next 6 months or till report end date. In hledger-ui, also
     make ordinary future transactions visible.
 '--color=WHEN (or --colour=WHEN)'
 `--color=WHEN (or --colour=WHEN)'
     Should color-supporting commands use ANSI color codes in text
     output.  'auto' (default): whenever stdout seems to be a
     color-supporting terminal.  'always' or 'yes': always, useful eg
-     when piping output into 'less -R'. 'never' or 'no': never.  A
+     when piping output into 'less -R'.  'never' or 'no': never.  A
     NO_COLOR environment variable overrides this.
   When a reporting option appears more than once in the command line,
@ -230,62 +227,62 @@ the last one takes precedence.
   hledger help options:
-'-h --help'
+`-h --help'
     show general or COMMAND help
 '--man'
 `--man'
     show general or COMMAND user manual with man
 '--info'
 `--info'
     show general or COMMAND user manual with info
 '--version'
 `--version'
     show general or ADDONCMD version
 '--debug[=N]'
 `--debug[=N]'
     show debug output (levels 1-9, default: 1)
   A @FILE argument will be expanded to the contents of FILE, which
-should contain one command line option/argument per line.  (To prevent
+should contain one command line option/argument per line. (To prevent
-this, insert a '--' argument before.)
+this, insert a `--' argument before.)
   By default, hledger-web starts the web app in "transient mode" and
-also opens it in your default web browser if possible.  In this mode the
+also opens it in your default web browser if possible. In this mode the
 web app will keep running for as long as you have it open in a browser
 window, and will exit after two minutes of inactivity (no requests and
-no browser windows viewing it).  With '--serve', it just runs the web
+no browser windows viewing it). With `--serve', it just runs the web
-app without exiting, and logs requests to the console.  With
+app without exiting, and logs requests to the console. With
-'--serve-api', only the JSON web api (see below) is served, with the
+`--serve-api', only the JSON web api (see below) is served, with the
 usual HTML server-side web UI disabled.
   By default the server listens on IP address 127.0.0.1, accessible
-only to local requests.  You can use '--host' to change this, eg '--host
+only to local requests. You can use `--host' to change this, eg `--host
 0.0.0.0' to listen on all configured addresses.
-   Similarly, use '--port' to set a TCP port other than 5000, eg if you
+   Similarly, use `--port' to set a TCP port other than 5000, eg if you
 are running multiple hledger-web instances.
-   Both of these options are ignored when '--socket' is used.  In this
+   Both of these options are ignored when `--socket' is used. In this
-case, it creates an 'AF_UNIX' socket file at the supplied path and uses
+case, it creates an `AF_UNIX' socket file at the supplied path and uses
-that for communication.  This is an alternative way of running multiple
+that for communication. This is an alternative way of running multiple
-hledger-web instances behind a reverse proxy that handles authentication
+hledger-web instances behind a reverse proxy that handles
-for different users.  The path can be derived in a predictable way, eg
+authentication for different users. The path can be derived in a
-by using the username within the path.  As an example, 'nginx' as
+predictable way, eg by using the username within the path. As an
-reverse proxy can use the variable '$remote_user' to derive a path from
+example, `nginx' as reverse proxy can use the variable `$remote_user'
-the username used in a HTTP basic authentication.  The following
+to derive a path from the username used in a HTTP basic authentication.
-'proxy_pass' directive allows access to all 'hledger-web' instances that
+The following `proxy_pass' directive allows access to all `hledger-web'
-created a socket in '/tmp/hledger/':
+instances that created a socket in `/tmp/hledger/':
  proxy_pass http://unix:/tmp/hledger/${remote_user}.socket;
-   You can use '--base-url' to change the protocol, hostname, port and
+   You can use `--base-url' to change the protocol, hostname, port and
 path that appear in hyperlinks, useful eg for integrating hledger-web
-within a larger website.  The default is 'http://HOST:PORT/' using the
+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
+server's configured host address and TCP port (or `http://HOST' if PORT
 is 80).
-   With '--file-url' you can set a different base url for static files,
+   With `--file-url' you can set a different base url for static files,
 eg for better caching or cookie-less serving on high performance
 websites.
@ -300,28 +297,32 @@ journal and to add new transactions, but not to change existing data.
   You can restrict who can reach it by
-   * setting the IP address it listens on (see '--host' above).  By
+   * 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 machine.
   * putting it behind an authenticating proxy, using eg apache or nginx
   * custom firewall rules
   You can restrict what the users who reach it can do, by
-   * using the '--capabilities=CAP[,CAP..]' flag when you start it,
+   * using the `--capabilities=CAP[,CAP..]' flag when you start it,
-     enabling one or more of the following capabilities.  The default
+     enabling one or more of the following capabilities. The default
-     value is 'view,add':
+     value is `view,add':
-        * 'view' - allows viewing the journal file and all included
+        * `view' - allows viewing the journal file and all included
          files
-        * 'add' - allows adding new transactions to the main journal
+
        * `add' - allows adding new transactions to the main journal
          file
-        * 'manage' - allows editing, uploading or downloading the main
+
        * `manage' - allows editing, uploading or downloading the main
          or included files
-   * using the '--capabilities-header=HTTPHEADER' flag to specify a HTTP
+   * using the `--capabilities-header=HTTPHEADER' flag to specify a HTTP
-     header from which it will read capabilities to enable.  hledger-web
+     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.
+     with Sandstorm's permissions. This is disabled by default.
 File: hledger-web.info,  Node: EDITING UPLOADING DOWNLOADING,  Next: RELOADING,  Prev: PERMISSIONS,  Up: Top
@ -329,8 +330,8 @@ File: hledger-web.info,  Node: EDITING UPLOADING DOWNLOADING,  Next: RELOADING,
 3 EDITING, UPLOADING, DOWNLOADING
 *********************************
-If you enable the 'manage' capability mentioned above, you'll see a new
+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
+"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
 includes.
@ -339,13 +340,13 @@ visitor) 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,
+full, etc.) hledger-web is not aware of version control systems,
 currently; 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 needs re-testing.)
+(Probably. This needs re-testing.)
 File: hledger-web.info,  Node: RELOADING,  Next: JSON API,  Prev: EDITING UPLOADING DOWNLOADING,  Up: Top
@ -355,7 +356,7 @@ File: hledger-web.info,  Node: RELOADING,  Next: JSON API,  Prev: EDITING UPLOAD
 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 makes a
+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 until the
 file has been fixed.
@ -369,14 +370,16 @@ File: hledger-web.info,  Node: JSON API,  Next: ENVIRONMENT,  Prev: RELOADING,
 **********
 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
+be used to get data or add new transactions. If you want the JSON API
-only, you can use the '--serve-api' flag.  Eg:
+only, you can use the `--serve-api' flag. Eg:
 $ hledger-web -f examples/sample.journal --serve-api
 ...
   You can get JSON data from these routes:
 /version
 /accountnames
 /transactions
@ -389,6 +392,7 @@ $ hledger-web -f examples/sample.journal --serve-api
 command).  (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
 [
    "assets",
@ -408,6 +412,7 @@ $ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
   Or all transactions:
 $ curl -s http://127.0.0.1:5000/transactions | python -m json.tool
 [
    {
@ -429,24 +434,25 @@ $ curl -s http://127.0.0.1:5000/transactions | python -m json.tool
   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
+on the various data types, eg Transaction. And for a higher level
 understanding, see the journal manual.
   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
+To understand that, go to the Hledger.Web.Handler.MiscR haddock and
-at the source for the appropriate handler to see what it returns.  Eg
+look at the source for the appropriate handler to see what it returns.
-for '/accounttransactions' it's getAccounttransactionsR, returning a
+Eg for `/accounttransactions' it's getAccounttransactionsR, returning a
-"'accountTransactionsReport ...'".  Looking up the haddock for that we
+"`accountTransactionsReport ...'". Looking up the haddock for that we
 can see that /accounttransactions returns an AccountTransactionsReport,
 which consists of a report title and a list of
 AccountTransactionsReportItem (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
+`/add', if hledger-web was started with the `add' capability (enabled
-default).  The payload must be the full, exact JSON representation of a
+by default). The payload must be the full, exact JSON representation of
-hledger transaction (partial data won't do).  You can get sample JSON
+a hledger transaction (partial data won't do). You can get sample JSON
-from hledger-web's '/transactions' or '/accounttransactions', or you can
+from hledger-web's `/transactions' or `/accounttransactions', or you
-export it with hledger-lib, eg like so:
+can export it with hledger-lib, eg like so:
 .../hledger$ stack ghci hledger-lib
 >>> writeJsonFile "txn.json" (head $ jtxns samplejournal)
@ -455,6 +461,7 @@ export it with hledger-lib, eg like so:
   Here's how it looks as of hledger-1.17 (remember, this JSON
 corresponds to hledger's Transaction and related data types):
 {
    "tcomment": "",
    "tpostings": [
@ -541,9 +548,10 @@ corresponds to hledger's Transaction and related data types):
    "tstatus": "Unmarked"
 }
-   And here's how to test adding it with curl.  This should add a new
+   And here's how to test adding it with curl. This should add a new
 entry to your journal:
 $ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
@ -552,25 +560,26 @@ File: hledger-web.info,  Node: ENVIRONMENT,  Next: FILES,  Prev: JSON API,  Up:
 6 ENVIRONMENT
 *************
-*LEDGER_FILE* The journal file path when not specified with '-f'.
+*LEDGER_FILE* The journal file path when not specified with `-f'.
-Default: '~/.hledger.journal' (on windows, perhaps
+Default: `~/.hledger.journal' (on windows, perhaps
-'C:/Users/USER/.hledger.journal').
+`C:/Users/USER/.hledger.journal').
-   A typical value is '~/DIR/YYYY.journal', where DIR is a
+   A typical value is `~/DIR/YYYY.journal', where DIR is a
-version-controlled finance directory and YYYY is the current year.  Or
+version-controlled finance directory and YYYY is the current year. Or
-'~/DIR/current.journal', where current.journal is a symbolic link to
+`~/DIR/current.journal', where current.journal is a symbolic link to
 YYYY.journal.
-   On Mac computers, you can set this and other environment variables in
+   On Mac computers, you can set this and other environment variables
-a more thorough way that also affects applications started from the GUI
+in a more thorough way that also affects applications started from the
-(say, an Emacs dock icon).  Eg on MacOS Catalina I have a
+GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a
-'~/.MacOSX/environment.plist' file containing
+`~/.MacOSX/environment.plist' file containing
 {
  "LEDGER_FILE" : "~/finance/current.journal"
 }
-   To see the effect you may need to 'killall Dock', or reboot.
+   To see the effect you may need to `killall Dock', or reboot.
 File: hledger-web.info,  Node: FILES,  Next: BUGS,  Prev: ENVIRONMENT,  Up: Top
@ -579,9 +588,9 @@ File: hledger-web.info,  Node: FILES,  Next: BUGS,  Prev: ENVIRONMENT,  Up: Top
 *******
 Reads data from one or more files in hledger journal, timeclock,
-timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
+timedot, or CSV format specified with `-f', or `$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').
 File: hledger-web.info,  Node: BUGS,  Prev: FILES,  Up: Top
@ -589,10 +598,10 @@ File: hledger-web.info,  Node: BUGS,  Prev: FILES,  Up: Top
 8 BUGS
 ******
-The need to precede options with '--' when invoked from hledger is
+The need to precede options with `--' when invoked from hledger is
 awkward.
-   '-f-' doesn't work (hledger-web can't read from stdin).
+   `-f-' doesn't work (hledger-web can't read from stdin).
   Query arguments and some hledger options are ignored.
@ -600,24 +609,25 @@ awkward.
   Does not work well on small screens.
 Tag Table:
-Node: Top235
+Node: Top247
-Node: OPTIONS1898
+Node: OPTIONS1887
-Ref: #options2003
+Ref: #options1992
-Node: PERMISSIONS9436
+Node: PERMISSIONS9405
-Ref: #permissions9575
+Ref: #permissions9544
-Node: EDITING UPLOADING DOWNLOADING10787
+Node: EDITING UPLOADING DOWNLOADING10756
-Ref: #editing-uploading-downloading10968
+Ref: #editing-uploading-downloading10937
-Node: RELOADING11802
+Node: RELOADING11768
-Ref: #reloading11936
+Ref: #reloading11902
-Node: JSON API12369
+Node: JSON API12334
-Ref: #json-api12483
+Ref: #json-api12448
-Node: ENVIRONMENT17973
+Node: ENVIRONMENT17937
-Ref: #environment18089
+Ref: #environment18053
-Node: FILES18822
+Node: FILES18785
-Ref: #files18922
+Ref: #files18885
-Node: BUGS19135
+Node: BUGS19098
-Ref: #bugs19213
+Ref: #bugs19176
 End Tag Table
--- a/hledger/hledger.1
+++ b/hledger/hledger.1
@ -3676,124 +3676,259 @@ close, equity
 .PD 0
 .P
 .PD
-Prints a \[dq]closing balances\[dq] transaction and an \[dq]opening
+Prints a sample \[dq]closing\[dq] transaction bringing specified account
-balances\[dq] transaction that bring account balances to and from zero,
+balances to zero, and an inverse \[dq]opening\[dq] transaction restoring
-respectively.
+the same account balances.
 These can be added to your journal file(s), eg to bring asset/liability
 balances forward into a new journal file, or to close out
 revenues/expenses to retained earnings at the end of a period.
 .PP
-You can print just one of these transactions by using the
+If like most people you split your journal files by time, eg by year: at
-\f[C]--close\f[R] or \f[C]--open\f[R] flag.
+the end of the year you can use this command to \[dq]close out\[dq] your
-You can customise their descriptions with the \f[C]--close-desc\f[R] and
+asset and liability (and perhaps equity) balances in the old file, and
-\f[C]--open-desc\f[R] options.
+reinitialise them in the new file.
 This helps ensure that report balances remain correct whether you are
 including old files or not.
 (Because all closing/opening transactions except the very first will
 cancel out - see example below.)
 .PP
-One amountless posting to \[dq]equity:opening/closing balances\[dq] is
+Some people also use this command to close out revenue and expense
-added to balance the transactions, by default.
+balances at the end of an accounting period.
-You can customise this account name with \f[C]--close-acct\f[R] and
+This properly records the period\[aq]s profit/loss as \[dq]retained
-\f[C]--open-acct\f[R]; if you specify only one of these, it will be used
+earnings\[dq] (part of equity), and allows the accounting equation
-for both.
+(A-L=E) to balance, which you could then check by the bse report\[aq]s
 zero total.
 .PP
 You can print just the closing transaction by using the
 \f[C]--close\f[R] flag, or just the opening transaction with the
 \f[C]--open\f[R] flag.
 .PP
 Their descriptions are \f[C]closing balances\f[R] and
 \f[C]opening balances\f[R] by default; you can customise these with the
 \f[C]--close-desc\f[R] and \f[C]--open-desc\f[R] options.
 .PP
 Just one balancing equity posting is used by default, with the amount
 left implicit.
 The default account name is \f[C]equity:opening/closing balances\f[R].
 You can customise the account name(s) with \f[C]--close-acct\f[R] and
 \f[C]--open-acct\f[R].
 (If you specify only one of these, it will be used for both.)
 .PP
 With \f[C]--x/--explicit\f[R], the equity posting\[aq]s amount will be
-shown.
+shown explicitly, and if it involves multiple commodities, there will be
-And if it involves multiple commodities, a posting for each commodity
+a separate equity posting for each commodity (as in the print command).
 will be shown, as with the print command.
 .PP
-With \f[C]--interleaved\f[R], the equity postings are shown next to the
+With \f[C]--interleaved\f[R], each equity posting is shown next to the
-postings they balance, which makes troubleshooting easier.
+posting it balances (good for troubleshooting).
 .SS close and prices
 .PP
-By default, transaction prices in the journal are ignored when
+Transaction prices are ignored (and discarded) by closing/opening
-generating the closing/opening transactions.
+transactions, by default.
-With \f[C]--show-costs\f[R], this cost information is preserved
+With \f[C]--show-costs\f[R], they are preserved; there will be a
-(\f[C]balance -B\f[R] reports will be unchanged after the transition).
+separate equity posting for each cost in each commodity.
-Separate postings are generated for each cost in each commodity.
+This means \f[C]balance -B\f[R] reports will look the same after the
-Note this can generate very large journal entries, if you have many
+transition.
-foreign currency or investment transactions.
+Note if you have many foreign currency or investment transactions, this
-.SS close usage
+will generate very large journal entries.
 .SS close date
 .PP
-If you split your journal files by time (eg yearly), you will typically
+The default closing date is yesterday, or the journal\[aq]s end date,
-run this command at the end of the year, and save the closing
+whichever is later.
 transaction as last entry of the old file, and the opening transaction
 as the first entry of the new file.
 This makes the files self contained, so that correct balances are
 reported no matter which of them are loaded.
 Ie, if you load just one file, the balances are initialised correctly;
 or if you load several files, the redundant closing/opening transactions
 cancel each other out.
 (They will show up in print or register reports; you can exclude them
 with a query like
 \f[C]not:desc:\[aq](opening|closing) balances\[aq]\f[R].)
 .PP
-If you\[aq]re running a business, you might also use this command to
+Unless you are running \f[C]close\f[R] on exactly the first day of the
-\[dq]close the books\[dq] at the end of an accounting period,
+new period, you\[aq]ll want to override the closing date.
-transferring income statement account balances to retained earnings.
+This is done by specifying a report period, where \[dq]last day of the
-(You may want to change the equity account name to something like
+report period\[dq] will be the closing date.
-\[dq]equity:retained earnings\[dq].)
+The opening date is always the following day.
 So to close on 2020-12-31 and open on 2021-01-01, any of these work
 .IP \[bu] 2
 \f[C]-p 2020\f[R]
 .IP \[bu] 2
 \f[C]date:2020\f[R]
 .IP \[bu] 2
 \f[C]-e 2021-01-01\f[R] (remember \f[C]-e\f[R] specifies an exclusive
 end date)
 .IP \[bu] 2
 \f[C]-e 2021\f[R]
 .SS Example: close asset/liability accounts for file transition
 .PP
-By default, the closing transaction is dated yesterday, the balances are
+Carrying asset/liability balances from 2020.journal into a new file for
-calculated as of end of yesterday, and the opening transaction is dated
+2021:
-today.
+.IP
-To close on some other date, use:
+.nf
-\f[C]hledger close -e OPENINGDATE\f[R].
+\f[C]
-Eg, to close/open on the 2018/2019 boundary, use \f[C]-e 2019\f[R].
+$ hledger close -f 2020.journal -p 2020 assets liabilities
-You can also use -p or \f[C]date:PERIOD\f[R] (any starting date is
+# copy/paste the closing transaction to the end of 2020.journal
-ignored).
+# copy/paste the opening transaction to the start of 2021.journal
 \f[R]
 .fi
 .PP
 Or:
 .IP
 .nf
 \f[C]
 $ hledger close -f 2020.journal -p 2020 assets liabilities --open  >> 2021.journal  # add 2021\[aq]s first transaction
 $ hledger close -f 2020.journal -p 2020 assets liabilities --close >> 2020.journal  # add 2020\[aq]s last transaction
 \f[R]
 .fi
 .PP
 Now,
 .IP
 .nf
 \f[C]
 $ hledger bs -f 2021.journal                   # just new file - balances correct
 $ hledger bs -f 2020.journal -f 2021.journal   # old and new files - balances correct
 $ hledger bs -f 2020.journal                   # just old files - balances are zero ?
                                               # (exclude final closing txn, see below)
 \f[R]
 .fi
 .SS Hiding opening/closing transactions
 .PP
 Although the closing/opening transactions cancel out, they will be
 visible in reports like \f[C]print\f[R] and \f[C]register\f[R], creating
 some visual clutter.
 You can exclude them all with a query, like:
 .IP
 .nf
 \f[C]
 $ hledger print not:desc:\[aq]opening|closing\[aq]             # less typing
 $ hledger print not:\[aq]equity:opening/closing balances\[aq]  # more precise
 \f[R]
 .fi
 .PP
 But when reporting on multiple files, this can get a bit tricky; you may
 need to keep the earliest opening balances, for a historical register
 report; or you may need to suppress a closing transaction, to see
 year-end balances.
 If you find yourself needing more precise queries, here\[aq]s one
 solution: add more easily-matched tags to opening/closing transactions,
 like this:
 .IP
 .nf
 \f[C]
 ; 2019.journal
 2019-01-01 opening balances  ; earliest opening txn, no tag here
 \&...
 2019-12-31 closing balances  ; close:2019
 \&...
 \f[R]
 .fi
 .IP
 .nf
 \f[C]
 ; 2020.journal
 2020-01-01 opening balances  ; open:2020
 \&...
 2020-12-31 closing balances  ; close:2020
 \&...
 \f[R]
 .fi
 .IP
 .nf
 \f[C]
 ; 2021.journal
 2021-01-01 opening balances  ; open:2021
 \&...
 \f[R]
 .fi
 .PP
 Now with
 .IP
 .nf
 \f[C]
 ; all.journal
 include 2019.journal
 include 2020.journal
 include 2021.journal
 \f[R]
 .fi
 .PP
 you could do eg:
 .IP
 .nf
 \f[C]
 $ hledger -f all.journal reg -H checking not:tag:\[aq]open|close\[aq]
    # all years checking register, hiding non-essential opening/closing txns
 $ hledger -f all.journal bs -p 2020 not:tag:close=2020
    # 2020 year end balances, suppressing 2020 closing txn
 $ hledger -f 2020.journal bs not:tag:close
    # 2020 year end balances, easier case
 \f[R]
 .fi
 .SS close and balance assertions
 .PP
 The closing and opening transactions will include balance assertions,
 verifying that the accounts have first been reset to zero and then
 restored to their previous balance.
 These provide valuable error checking, alerting you when things get out
 of line, but you can ignore them temporarily with \f[C]-I\f[R] or just
 remove them if you prefer.
 .PP
 Both transactions will include balance assertions for the
 closed/reopened accounts.
 You probably shouldn\[aq]t use status or realness filters (like -C or -R
-or \f[C]status:\f[R]) with this command, or the generated balance
+or \f[C]status:\f[R]) with \f[C]close\f[R], or the generated balance
 assertions will depend on these flags.
-Likewise, if you run this command with --auto, the balance assertions
+Likewise, if you run this command with \f[C]--auto\f[R], the balance
-will probably always require --auto.
+assertions would probably always require \f[C]--auto\f[R].
 .PP
-Examples:
+Multi-day transactions (where some postings have a different date) break
-.PP
+the balance assertions, because the money is temporarily
-Carrying asset/liability balances into a new file for 2019:
+\[dq]invisible\[dq] while in transit:
 .IP
 .nf
 \f[C]
-$ hledger close -f 2018.journal -e 2019 assets liabilities --open
+2020/12/30 a purchase made in december, cleared in the next year
    # (copy/paste the output to the start of your 2019 journal file)
 $ hledger close -f 2018.journal -e 2019 assets liabilities --close
    # (copy/paste the output to the end of your 2018 journal file)
 \f[R]
 .fi
 .PP
 Now:
 .IP
 .nf
 \f[C]
 $ hledger bs -f 2019.journal                   # one file - balances are correct
 $ hledger bs -f 2018.journal -f 2019.journal   # two files - balances still correct
 $ hledger bs -f 2018.journal not:desc:closing  # to see year-end balances, must exclude closing txn
 \f[R]
 .fi
 .PP
 Transactions spanning the closing date can complicate matters, breaking
 balance assertions:
 .IP
 .nf
 \f[C]
 2018/12/30 a purchase made in 2018, clearing the following year
    expenses:food          5
-    assets:bank:checking  -5  ; [2019/1/2]
+    assets:bank:checking  -5  ; date: 2021/1/2
 \f[R]
 .fi
 .PP
-Here\[aq]s one way to resolve that:
+To fix the assertions, you can add a temporary account to track such
 in-transit money (splitting the multi-day transaction into two
 single-day transactions):
 .IP
 .nf
 \f[C]
-; in 2018.journal:
+; in 2020.journal:
-2018/12/30 a purchase made in 2018, clearing the following year
+2020/12/30 a purchase made in december, cleared in the next year
    expenses:food          5
    liabilities:pending
-; in 2019.journal:
+; in 2021.journal:
-2019/1/2 clearance of last year\[aq]s pending transactions
+2021/1/2 clearance of last year\[aq]s pending transactions
    liabilities:pending    5 = 0
-    assets:checking
+    assets:bank:checking
 \f[R]
 .fi
 .SS Example: close revenue/expense accounts to retained earnings
 .PP
 Here, the opening transaction is supressed with \f[C]--close\f[R], as
 it\[aq]s probably not needed.
 Also you\[aq]ll want to use a different equity account name:
 .IP
 .nf
 \f[C]
 $ hledger close -f 2021.journal -p 2021Q1 --close --close-acct=\[aq]equity:retained earnings\[aq] revenues expenses >> 2021.journal
    # close 2021 first quarter revenues/expenses
 \f[R]
 .fi
 .PP
 Or, operating on the default journal:
 .IP
 .nf
 \f[C]
 $ hledger close -p Q1 --close --close-acct=\[aq]equity:retained earnings\[aq] revenues expenses >> $LEDGER_FILE
    # close current year\[aq]s first quarter revenues/expenses
 \f[R]
 .fi
 .PP
 Now, eg:
 .IP
 .nf
 \f[C]
 $ hledger bse -p Q1
    # Q1 full balance sheet, total should be zero
 $ hledger is -p Q1 not:\[aq]retained earnings\[aq]
    # Q1 income statement, must suppress the closing txn
 \f[R]
 .fi
 .SS codes
@ -6016,8 +6151,6 @@ versions).
 Directives\[aq] behaviour and interactions can get a little bit complex,
 so here is a table summarising the directives and their effects, with
 links to more detailed docs.
 Note part of this table is hidden when viewed in a web browser - scroll
 it sideways to see more.
 .PP
 .TS
 tab(@);
@ -6082,8 +6215,8 @@ T}@T{
 T}@T{
 declare a commodity and its number notation & display style
 T}@T{
-number notation: following entries in that commodity in all files ;
+number notation: following entries until end of current file; display
-display style: amounts of that commodity in reports
+style: amounts of that commodity in reports
 T}
 T{
 \f[C]D\f[R]
@ -6107,7 +6240,7 @@ T}@T{
 what the included directives affect
 T}
 T{
-[\f[C]payee\f[R]]
+\f[C]payee\f[R]
 T}@T{
 T}@T{
 T}@T{
--- a/hledger/hledger.info
+++ b/hledger/hledger.info
--- a/hledger/hledger.txt
+++ b/hledger/hledger.txt