doc: journal: meaning of --uncleared, matching tips (#553)

[ci skip]
This commit is contained in:
Simon Michael 2017-05-24 19:17:29 -07:00
parent 34af40024a
commit dca7ffc10b
4 changed files with 99 additions and 79 deletions

View File

@ -229,8 +229,9 @@ When reporting, you can filter by status using the
This feature is optional, but can be helpful for reconciling with
real\-world accounts.
What "uncleared", "pending", and "cleared" actually mean is up to you.
My recommendation: use cleared (\f[C]*\f[]) to mark transactions that
are "complete", ie:
.PP
A suggestion: use cleared (\f[C]*\f[]) to mark transactions that are
"complete", ie:
.IP \[bu] 2
they have cleared with the bank, or the cash has been handed over
.IP \[bu] 2
@ -248,9 +249,13 @@ you\[aq]ll see the most up\-to\-date state of your finances.
I don\[aq]t use pending (\f[C]!\f[]), but perhaps it is useful in very
tricky reconciliations, as a temporary marker for transactions matched
so far, allowing you start over more easily.
Note, the \-\-uncleared flag matches both uncleared and pending things
("everything not definitely cleared").
Currently, to match pending things only, use \f[C]status:!\f[], and to
match uncleared things only, \f[C]not:status:!\ not:status:*\f[]
(\f[C]status:\f[] seems buggy).
.PP
Tip: some editor modes highlight entries differently based on their
status.
Some editor modes highlight entries differently based on their status.
In Emacs ledger\-mode, you can toggle transaction status with
\f[C]C\-c\ C\-e\f[], or posting status with \f[C]C\-c\ C\-c\f[].
.SS Account names

View File

@ -245,8 +245,10 @@ character:
This feature is optional, but can be helpful for reconciling with
real-world accounts. What "uncleared", "pending", and "cleared"
actually mean is up to you. My recommendation: use cleared ('*') to
mark transactions that are "complete", ie:
actually mean is up to you.
A suggestion: use cleared ('*') to mark transactions that are
"complete", ie:
* they have cleared with the bank, or the cash has been handed over
* you are satisfied they are recorded accurately in the journal
@ -261,9 +263,13 @@ most up-to-date state of your finances.
I don't use pending ('!'), but perhaps it is useful in very tricky
reconciliations, as a temporary marker for transactions matched so far,
allowing you start over more easily.
allowing you start over more easily. Note, the -uncleared flag matches
both uncleared and pending things ("everything not definitely cleared").
Currently, to match pending things only, use 'status:!', and to match
uncleared things only, 'not:status:! not:status:*' ('status:' seems
buggy).
Tip: some editor modes highlight entries differently based on their
Some editor modes highlight entries differently based on their
status. In Emacs ledger-mode, you can toggle transaction status with
'C-c C-e', or posting status with 'C-c C-c'.
@ -1054,67 +1060,67 @@ Node: Posting dates6826
Ref: #posting-dates6957
Node: Status8331
Ref: #status8455
Node: Account names10018
Ref: #account-names10158
Node: Amounts10645
Ref: #amounts10783
Node: Virtual Postings12884
Ref: #virtual-postings13045
Node: Balance Assertions14265
Ref: #balance-assertions14442
Node: Assertions and ordering15338
Ref: #assertions-and-ordering15526
Node: Assertions and included files16226
Ref: #assertions-and-included-files16469
Node: Assertions and multiple -f options16802
Ref: #assertions-and-multiple--f-options17058
Node: Assertions and commodities17190
Ref: #assertions-and-commodities17427
Node: Assertions and subaccounts18123
Ref: #assertions-and-subaccounts18357
Node: Assertions and virtual postings18878
Ref: #assertions-and-virtual-postings19087
Node: Balance Assignments19229
Ref: #balance-assignments19398
Node: Prices20517
Ref: #prices20652
Node: Transaction prices20703
Ref: #transaction-prices20850
Node: Market prices23006
Ref: #market-prices23143
Node: Comments24103
Ref: #comments24227
Node: Tags25340
Ref: #tags25460
Node: Implicit tags26889
Ref: #implicit-tags26997
Node: Directives27514
Ref: #directives27629
Node: Account aliases27822
Ref: #account-aliases27968
Node: Basic aliases28572
Ref: #basic-aliases28717
Node: Regex aliases29407
Ref: #regex-aliases29577
Node: Multiple aliases30292
Ref: #multiple-aliases30466
Node: end aliases30964
Ref: #end-aliases31106
Node: account directive31207
Ref: #account-directive31389
Node: apply account directive31685
Ref: #apply-account-directive31883
Node: Multi-line comments32542
Ref: #multi-line-comments32734
Node: commodity directive32862
Ref: #commodity-directive33048
Node: Default commodity33920
Ref: #default-commodity34095
Node: Default year34632
Ref: #default-year34799
Node: Including other files35222
Ref: #including-other-files35381
Node: EDITOR SUPPORT35778
Ref: #editor-support35898
Node: Account names10265
Ref: #account-names10405
Node: Amounts10892
Ref: #amounts11030
Node: Virtual Postings13131
Ref: #virtual-postings13292
Node: Balance Assertions14512
Ref: #balance-assertions14689
Node: Assertions and ordering15585
Ref: #assertions-and-ordering15773
Node: Assertions and included files16473
Ref: #assertions-and-included-files16716
Node: Assertions and multiple -f options17049
Ref: #assertions-and-multiple--f-options17305
Node: Assertions and commodities17437
Ref: #assertions-and-commodities17674
Node: Assertions and subaccounts18370
Ref: #assertions-and-subaccounts18604
Node: Assertions and virtual postings19125
Ref: #assertions-and-virtual-postings19334
Node: Balance Assignments19476
Ref: #balance-assignments19645
Node: Prices20764
Ref: #prices20899
Node: Transaction prices20950
Ref: #transaction-prices21097
Node: Market prices23253
Ref: #market-prices23390
Node: Comments24350
Ref: #comments24474
Node: Tags25587
Ref: #tags25707
Node: Implicit tags27136
Ref: #implicit-tags27244
Node: Directives27761
Ref: #directives27876
Node: Account aliases28069
Ref: #account-aliases28215
Node: Basic aliases28819
Ref: #basic-aliases28964
Node: Regex aliases29654
Ref: #regex-aliases29824
Node: Multiple aliases30539
Ref: #multiple-aliases30713
Node: end aliases31211
Ref: #end-aliases31353
Node: account directive31454
Ref: #account-directive31636
Node: apply account directive31932
Ref: #apply-account-directive32130
Node: Multi-line comments32789
Ref: #multi-line-comments32981
Node: commodity directive33109
Ref: #commodity-directive33295
Node: Default commodity34167
Ref: #default-commodity34342
Node: Default year34879
Ref: #default-year35046
Node: Including other files35469
Ref: #including-other-files35628
Node: EDITOR SUPPORT36025
Ref: #editor-support36145

End Tag Table

View File

@ -197,7 +197,8 @@ or the `status:` query.
This feature is optional, but can be helpful for reconciling with real-world accounts.
What "uncleared", "pending", and "cleared" actually mean is up to you.
My recommendation: use cleared (`*`) to mark transactions that are "complete", ie:
A suggestion: use cleared (`*`) to mark transactions that are "complete", ie:
- they have cleared with the bank, or the cash has been handed over
- you are satisfied they are recorded accurately in the journal
@ -209,8 +210,11 @@ and with neither flag (the default) you'll see the most up-to-date state of your
I don't use pending (`!`), but perhaps it is useful in very tricky reconciliations,
as a temporary marker for transactions matched so far, allowing you start over more easily.
Note, the --uncleared flag matches both uncleared and pending things ("everything not definitely cleared").
Currently, to match pending things only, use `status:!`,
and to match uncleared things only, `not:status:! not:status:*` (`status:` seems buggy).
Tip: some [editor modes](#editor-support) highlight entries differently based on their status.
Some [editor modes](#editor-support) highlight entries differently based on their status.
In Emacs ledger-mode, you can toggle transaction status with `C-c C-e`, or posting status with `C-c C-c`.
## Account names

View File

@ -184,8 +184,10 @@ FILE FORMAT
This feature is optional, but can be helpful for reconciling with
real-world accounts. What "uncleared", "pending", and "cleared" actu-
ally mean is up to you. My recommendation: use cleared (*) to mark
transactions that are "complete", ie:
ally mean is up to you.
A suggestion: use cleared (*) to mark transactions that are "complete",
ie:
o they have cleared with the bank, or the cash has been handed over
@ -202,11 +204,15 @@ FILE FORMAT
I don't use pending (!), but perhaps it is useful in very tricky recon-
ciliations, as a temporary marker for transactions matched so far,
allowing you start over more easily.
allowing you start over more easily. Note, the --uncleared flag
matches both uncleared and pending things ("everything not definitely
cleared"). Currently, to match pending things only, use status:!, and
to match uncleared things only, not:status:! not:status:* (status:
seems buggy).
Tip: some editor modes highlight entries differently based on their
status. In Emacs ledger-mode, you can toggle transaction status with
C-c C-e, or posting status with C-c C-c.
Some editor modes highlight entries differently based on their status.
In Emacs ledger-mode, you can toggle transaction status with C-c C-e,
or posting status with C-c C-c.
Account names
Account names typically have several parts separated by a full colon,
@ -801,7 +807,6 @@ EDITOR SUPPORT
lime-Text
Textmate https://github.com/ledger/ledger/wiki/Using-Text-
Mate-2
Text Wrangler https://github.com/ledger/ledger/wiki/Edit-
ing-Ledger-files-with-TextWrangler