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m4_dnl Too painful for static generation, insert from site.js instead
m4_dnl Available versions:
m4_dnl <a href="/$1.html">dev</a>
m4_dnl | <a href="/doc/1.5/$1.html">1.5</a>
m4_dnl | <a href="/doc/1.4/$1.html">1.4</a>
m4_dnl | <a href="/doc/1.3/$1.html">1.3</a>
m4_dnl | <a href="/doc/1.2/$1.html">1.2</a>

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# csv format
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
CSV - how hledger reads CSV data, and the CSV rules file format
## DESCRIPTION
hledger can read
[CSV](http://en.wikipedia.org/wiki/Comma-separated_values)
(comma-separated value) files as if they were journal files,
automatically converting each CSV record into a transaction. (To learn
about *writing* CSV, see [CSV output](hledger.html#csv-output).)
Converting CSV to transactions requires some special conversion rules.
These do several things:
- they describe the layout and format of the CSV data
- they can customize the generated journal entries using a simple
templating language
- they can add refinements based on patterns in the CSV data, eg
categorizing transactions with more detailed account names.
When reading a CSV file named `FILE.csv`, hledger looks for a conversion
rules file named `FILE.csv.rules` in the same directory. You can
override this with the `--rules-file` option. If the rules file does not
exist, hledger will auto-create one with some example rules, which
you'll need to adjust.
At minimum, the rules file must identify the `date` and `amount` fields.
It may also be necessary to specify the date format, and the number of
header lines to skip. Eg:
fields date, _, _, amount
date-format %d/%m/%Y
skip 1
A more complete example:
# hledger CSV rules for amazon.com order history
# sample:
# "Date","Type","To/From","Name","Status","Amount","Fees","Transaction ID"
# "Jul 29, 2012","Payment","To","Adapteva, Inc.","Completed","$25.00","$0.00","17LA58JSK6PRD4HDGLNJQPI1PB9N8DKPVHL"
# skip one header line
skip 1
# name the csv fields (and assign the transaction's date, amount and code)
fields date, _, toorfrom, name, amzstatus, amount, fees, code
# how to parse the date
date-format %b %-d, %Y
# combine two fields to make the description
description %toorfrom %name
# save these fields as tags
comment status:%amzstatus, fees:%fees
# set the base account for all transactions
account1 assets:amazon
# flip the sign on the amount
amount -%amount
For more examples, see [Convert CSV files](csv-import.html).
## CSV RULES
The following seven kinds of rule can appear in the rules file, in any
order. Blank lines and lines beginning with `#` or `;` are ignored.
### skip
`skip`*`N`*
Skip this number of CSV records at the beginning. You'll need this
whenever your CSV data contains header lines. Eg: <!-- XXX -->
<!-- hledger tries to skip initial CSV header lines automatically. -->
<!-- If it guesses wrong, use this directive to skip exactly N lines. -->
<!-- This can also be used in a conditional block to ignore certain CSV records. -->
``` {.rules}
# ignore the first CSV line
skip 1
```
### date-format
`date-format`*`DATEFMT`*
When your CSV date fields are not formatted like `YYYY/MM/DD` (or
`YYYY-MM-DD` or `YYYY.MM.DD`), you'll need to specify the format.
DATEFMT is a [strptime-like date parsing
pattern](http://hackage.haskell.org/packages/archive/time/latest/doc/html/Data-Time-Format.html#v:formatTime),
which must parse the date field values completely. Examples:
``` {.rules .display-table}
# for dates like "6/11/2013":
date-format %-d/%-m/%Y
```
``` {.rules .display-table}
# for dates like "11/06/2013":
date-format %m/%d/%Y
```
``` {.rules .display-table}
# for dates like "2013-Nov-06":
date-format %Y-%h-%d
```
``` {.rules .display-table}
# for dates like "11/6/2013 11:32 PM":
date-format %-m/%-d/%Y %l:%M %p
```
### field list
`fields`*`FIELDNAME1`*, *`FIELDNAME2`*...
This (a) names the CSV fields, in order (names may not contain
whitespace; uninteresting names may be left blank), and (b) assigns them
to journal entry fields if you use any of these standard field names:
`date`, `date2`, `status`, `code`, `description`, `comment`, `account1`,
`account2`, `amount`, `amount-in`, `amount-out`, `currency`, `balance`.
Eg:
``` {.rules}
# use the 1st, 2nd and 4th CSV fields as the entry's date, description and amount,
# and give the 7th and 8th fields meaningful names for later reference:
#
# CSV field:
# 1 2 3 4 5 6 7 8
# entry field:
fields date, description, , amount, , , somefield, anotherfield
```
### field assignment
*`ENTRYFIELDNAME`* *`FIELDVALUE`*
This sets a journal entry field (one of the standard names above) to the
given text value, which can include CSV field values interpolated by
name (`%CSVFIELDNAME`) or 1-based position (`%N`).
<!-- Whitespace before or after the value is ignored. --> Eg:
``` {.rules .display-table}
# set the amount to the 4th CSV field with "USD " prepended
amount USD %4
```
``` {.rules .display-table}
# combine three fields to make a comment (containing two tags)
comment note: %somefield - %anotherfield, date: %1
```
Field assignments can be used instead of or in addition to a field list.
### conditional block
`if` *`PATTERN`*\
    *`FIELDASSIGNMENTS`*...
`if`\
*`PATTERN`*\
*`PATTERN`*...\
    *`FIELDASSIGNMENTS`*...
This applies one or more field assignments, only to those CSV records
matched by one of the PATTERNs. The patterns are case-insensitive
regular expressions which match anywhere within the whole CSV record
(it's not yet possible to match within a specific field). When there are
multiple patterns they can be written on separate lines, unindented. The
field assignments are on separate lines indented by at least one space.
Examples:
``` {.rules .display-table}
# if the CSV record contains "groceries", set account2 to "expenses:groceries"
if groceries
account2 expenses:groceries
```
``` {.rules .display-table}
# if the CSV record contains any of these patterns, set account2 and comment as shown
if
monthly service fee
atm transaction fee
banking thru software
account2 expenses:business:banking
comment XXX deductible ? check it
```
### include
`include`*`RULESFILE`*
Include another rules file at this point. `RULESFILE` is either an
absolute file path or a path relative to the current file's directory.
Eg:
``` {.rules}
# rules reused with several CSV files
include common.rules
```
### newest-first
`newest-first`
Consider adding this rule if all of the following are true: you might be
processing just one day of data, your CSV records are in reverse
chronological order (newest first), and you care about preserving the
order of same-day transactions. It usually isn't needed, because hledger
autodetects the CSV order, but when all CSV records have the same date
it will assume they are oldest first.
## CSV TIPS
### CSV ordering
The generated [journal entries](/journal.html#transactions) will be
sorted by date. The order of same-day entries will be preserved (except
in the special case where you might need
[`newest-first`](#newest-first), see above).
### CSV accounts
Each journal entry will have two [postings](/journal.html#postings), to
`account1` and `account2` respectively. It's not yet possible to
generate entries with more than two postings. It's conventional and
recommended to use `account1` for the account whose CSV we are reading.
### CSV amounts
The `amount` field sets the [amount](/journal.html#amounts) of the
`account1` posting.
If the CSV has debit/credit amounts in separate fields, assign to the
`amount-in` and `amount-out` pseudo fields instead. (Whichever one has a
value will be used, with appropriate sign. If both contain a value, it
may not work so well.)
If an amount value is parenthesised, it will be de-parenthesised and
sign-flipped.
If an amount value begins with a double minus sign, those will cancel
out and be removed.
If the CSV has the currency symbol in a separate field, assign that to
the `currency` pseudo field to have it prepended to the amount. Or, you
can use a [field assignment](#field-assignment) to `amount` that
interpolates both CSV fields (giving more control, eg to put the
currency symbol on the right).
### CSV balance assertions
If the CSV includes a running balance, you can assign that to the
`balance` pseudo field; whenever the running balance value is non-empty,
it will be [asserted](/journal.html#balance-assertions) as the balance
after the `account1` posting.
### Reading multiple CSV files
You can read multiple CSV files at once using multiple `-f` arguments on
the command line, and hledger will look for a correspondingly-named
rules file for each. Note if you use the `--rules-file` option, this one
rules file will be used for all the CSV files being read.

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# hledger-api
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
hledger-api - web API server for the hledger accounting tool
## SYNOPSIS
`hledger-api [OPTIONS]`\
`hledger api -- [OPTIONS]`
## DESCRIPTION
hledger is a cross-platform program for tracking money, time, or any
other commodity, using double-entry accounting and a simple, editable
file format. hledger is inspired by and largely compatible with
ledger(1).
hledger-api is a simple web API server, intended to support client-side
web apps operating on hledger data. It comes with a series of simple
client-side app examples, which drive its evolution.
Like hledger, it reads data from one or more files in hledger journal,
timeclock, timedot, or CSV format specified with `-f`, or
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
hledger\_journal(5) etc.
The server listens on IP address 127.0.0.1, accessible only to local
requests, by default. You can change this with `--host`, eg
`--host 0.0.0.0` to listen on all addresses. Note there is no other
access control, so you will need to hide hledger-api behind an
authenticating proxy if you want to restrict access. You can change the
TCP port (default: 8001) with `-p PORT`.
If invoked as `hledger-api --swagger`, instead of starting a server the
API docs will be printed in Swagger 2.0 format.
## OPTIONS
Note: if invoking hledger-api as a hledger subcommand, write `--` before
options as shown above.
`-f --file=FILE`
: use a different input file. For stdin, use - (default:
`$LEDGER_FILE` or `$HOME/.hledger.journal`)
`-d --static-dir=DIR`
: serve files from a different directory (default: `.`)
`--host=IPADDR`
: listen on this IP address (default: 127.0.0.1)
`-p --port=PORT`
: listen on this TCP port (default: 8001)
`--swagger`
: print API docs in Swagger 2.0 format, and exit
`--version`
: show version
`-h --help`
: show usage
## ENVIRONMENT
**LEDGER\_FILE** The journal file path when not specified with `-f`.
Default: `~/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## FILES
Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
`$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## BUGS
The need to precede options with `--` when invoked from hledger is
awkward.

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# hledger-ui
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
hledger-ui - curses-style interface for the hledger accounting tool
## SYNOPSIS
`hledger-ui [OPTIONS] [QUERYARGS]`\
`hledger ui -- [OPTIONS] [QUERYARGS]`
## DESCRIPTION
hledger is a cross-platform program for tracking money, time, or any
other commodity, using double-entry accounting and a simple, editable
file format. hledger is inspired by and largely compatible with
ledger(1).
<style>
.highslide img {max-width:200px; border:0;}
.highslide-caption {color:white; background-color:black;}
</style>
::: {style="float:right; max-width:200px; text-align:right;"}
<a href="images/hledger-ui/hledger-ui-sample-acc2.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-sample-acc2.png" title="Accounts screen with query and depth limit" /></a>
<a href="images/hledger-ui/hledger-ui-sample-acc.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-sample-acc.png" title="Accounts screen" /></a>
<a href="images/hledger-ui/hledger-ui-sample-acc-greenterm.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-sample-acc-greenterm.png" title="Accounts screen with greenterm theme" /></a>
<a href="images/hledger-ui/hledger-ui-sample-txn.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-sample-txn.png" title="Transaction screen" /></a>
<a href="images/hledger-ui/hledger-ui-sample-reg.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-sample-reg.png" title="Register screen" /></a>
<!-- <br clear=all> -->
<a href="images/hledger-ui/hledger-ui-bcexample-acc.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-bcexample-acc.png" title="beancount example accounts" /></a>
<a href="images/hledger-ui/hledger-ui-bcexample-acc-etrade-cash.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-bcexample-acc-etrade-cash.png" title="beancount example's etrade cash subaccount" /></a>
<a href="images/hledger-ui/hledger-ui-bcexample-acc-etrade.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-ui/hledger-ui-bcexample-acc-etrade.png" title="beancount example's etrade investments, all commoditiess" /></a>
:::
hledger-ui is hledger's curses-style 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
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
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
hledger\_journal(5) etc.
## OPTIONS
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 for data and date changes and reload automatically
`--theme=default|terminal|greenterm`
: use this custom display theme
`--register=ACCTREGEX`
: start in the (first) matched account's register screen
`--change`
: show period balances (changes) at startup instead of historical
balances
`--flat`
: show full account names, unindented
hledger input options:
`-f FILE --file=FILE`
: use a different input file. For stdin, use - (default:
`$LEDGER_FILE` or `$HOME/.hledger.journal`)
`--rules-file=RULESFILE`
: Conversion rules file to use when reading CSV (default: FILE.rules)
`--alias=OLD=NEW`
: rename accounts named OLD to NEW
`--anon`
: anonymize accounts and payees
`--pivot FIELDNAME`
: use some other field or tag for the account name
`-I --ignore-assertions`
: ignore any failing balance assertions
hledger reporting options:
`-b --begin=DATE`
: include postings/txns on or after this date
`-e --end=DATE`
: include postings/txns before this date
`-D --daily`
: multiperiod/multicolumn report by day
`-W --weekly`
: multiperiod/multicolumn report by week
`-M --monthly`
: multiperiod/multicolumn report by month
`-Q --quarterly`
: multiperiod/multicolumn report by quarter
`-Y --yearly`
: multiperiod/multicolumn report by year
`-p --period=PERIODEXP`
: set start date, end date, and/or reporting interval all at once
using [period expressions](manual.html#period-expressions) syntax
(overrides the flags above)
`--date2`
: match the secondary date instead (see command help for other
effects)
`-U --unmarked`
: include only unmarked postings/txns (can combine with -P or -C)
`-P --pending`
: include only pending postings/txns
`-C --cleared`
: include only cleared postings/txns
`-R --real`
: include only non-virtual postings
`-NUM --depth=NUM`
: hide/aggregate accounts or postings more than NUM levels deep
`-E --empty`
: show items with zero amount, normally hidden
`-B --cost`
: convert amounts to their cost at transaction time (using the
[transaction price](journal.html#transaction-prices), if any)
`-V --value`
: convert amounts to their market value on the report end date (using
the most recent applicable [market
price](journal.html#market-prices), if any)
`--auto`
: apply [automated posting
rules](journal.html#automated-posting-rules) to modify transactions.
`--forecast`
: apply [periodic transaction](journal.html#periodic-transactions)
rules to generate future transactions, to 6 months from now or
report end date.
When a reporting option appears more than once in the command line, the
last one takes precedence.
Some reporting options can also be written as [query
arguments](#queries).
hledger help options:
`-h --help`
: show general usage (or after COMMAND, command usage)
`--version`
: show version
`--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 this,
insert a `--` argument before.)
## KEYS
`?` 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
`ESCAPE`, or `LEFT`) to close it. The following keys work on most
screens:
The cursor keys navigate: `right` (or `enter`) goes deeper, `left`
returns to the previous screen,
`up`/`down`/`page up`/`page down`/`home`/`end` move up and down through
lists. Vi-style (`h`/`j`/`k`/`l`) and Emacs-style
(`CTRL-p`/`CTRL-n`/`CTRL-f`/`CTRL-b`) movement keys are also supported.
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 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
period durations: year, quarter, month, week, day. Then,
`shift-left/right` moves to the previous/next period. `t` sets the
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
non-standard period, you can use `/` and a `date:` query.
`/` lets you set a general filter query limiting the data shown, using
the same [query terms](/hledger.html#queries) as in hledger and
hledger-web. While editing the query, you can use [CTRL-a/e/d/k, BS,
cursor
keys](http://hackage.haskell.org/package/brick-0.7/docs/Brick-Widgets-Edit.html#t:Editor);
press `ENTER` to 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 transactions.
`ESCAPE` removes all filters and jumps back to the top screen. Or, it
cancels a minibuffer edit or help dialog in progress.
`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 any
previous screens. (With large files, this could cause a noticeable
pause.)
`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
file. This allows some basic data entry.
`A` is like `a`, but runs the
[hledger-iadd](http://hackage.haskell.org/package/hledger-iadd) tool,
which provides a curses-style interface. This key will be available if
`hledger-iadd` is installed in \$PATH.
`E` runs \$HLEDGER\_UI\_EDITOR, or \$EDITOR, or a default
(`emacsclient -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.
`q` quits the application.
Additional screen-specific keys are described below.
## SCREENS
### Accounts screen
This is normally the first screen displayed. It lists accounts and their
balances, like hledger's balance command. By default, it shows all
accounts and their latest ending balances (including the balances of
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 normally indented to show the hierarchy (tree mode).
To see less detail, set a depth limit by pressing a number key, `1` to
`9`. `0` shows even less detail, collapsing all accounts to a single
total. `-` and `+` (or `=`) decrease and increase the depth limit. To
remove the depth limit, set it higher than the maximum account depth, or
press `ESCAPE`.
`F` toggles flat mode, in which accounts are shown as a flat list, with
their full names. In this mode, account balances exclude subaccounts,
except for accounts at the depth limit (as with hledger's balance
command).
`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 what
you would see on a bank statement for that account (unless disturbed by
a filter query). Period balances ignore transactions before the report
start date, so they show the change in balance during the report period.
They are more useful eg when viewing a time log.
`U` toggles filtering by [unmarked status](/journal.html#status),
including or excluding unmarked postings in the balances. Similarly, `P`
toggles pending 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](/journal.html#virtual-postings) are ignored.
`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.
### Register screen
This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows:
- the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts 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`.
Similar to the accounts screen, the historical total is affected by
transactions (filtered by the filter query) before the report start
date, while 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 see on a bank register for the current account.
If the accounts screen was in tree mode, the register screen will
include transactions from both the current account and its subaccounts.
If the accounts screen was in flat mode, and a non-depth-clipped account
was selected, the register screen will exclude transactions from
subaccounts. In other words, the register always shows the transactions
responsible for the period balance shown on the accounts screen. As on
the accounts screen, this can be toggled with `F`.
`U` toggles filtering by [unmarked status](/journal.html#status),
showing or hiding unmarked transactions. Similarly, `P` toggles pending
transactions, and `C` 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.)q
`R` toggles real mode, in which [virtual
postings](/journal.html#virtual-postings) are ignored.
`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 detail.
### Transaction screen
This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format
(hledger\_journal(5)).
The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are shown.
Simple transactions have two postings, but there can be more (or in
certain cases, fewer).
`up` and `down` will step through all transactions listed in the
previous account register screen. In the title bar, the numbers in
parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most
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).
### Error screen
This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem, press g
again to reload and resume normal operation. (Or, you can press escape
to cancel the reload attempt.)
## ENVIRONMENT
**COLUMNS** The screen width to use. Default: the full terminal width.
**LEDGER\_FILE** The journal file path when not specified with `-f`.
Default: `~/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## FILES
Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
`$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## BUGS
The need to precede options with `--` when invoked from hledger is
awkward.
`-f-` doesn't work (hledger-ui can't read from stdin).
`-V` affects only the accounts screen.
When you press `g`, the current and all previous screens are
regenerated, which may cause a noticeable pause with large files. Also
there is no visual indication that this is in progress.
`--watch` is not yet fully robust. It works well for normal usage, but
many file changes in a short time (eg saving the file thousands of times
with an editor macro) can cause problems at least on OSX. Symptoms
include: unresponsive UI, periodic resetting of the cursor position,
momentary display of parse errors, high CPU usage eventually subsiding,
and possibly a small but persistent build-up of CPU usage until the
program is restarted.

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# hledger-web
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
hledger-web - web interface for the hledger accounting tool
## SYNOPSIS
`hledger-web [OPTIONS]`\
`hledger web -- [OPTIONS]`
## DESCRIPTION
hledger is a cross-platform program for tracking money, time, or any
other commodity, using double-entry accounting and a simple, editable
file format. hledger is inspired by and largely compatible with
ledger(1).
<style>
.highslide img {max-width:200px; border:thin grey solid; margin:0 0 1em 1em; }
.highslide-caption {color:white; background-color:black;}
</style>
::: {style="float:right; max-width:200px; text-align:right;"}
<a href="images/hledger-web/normal/register.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/register.png" title="Account register view with accounts sidebar" /></a>
<a href="images/hledger-web/normal/journal.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/journal.png" title="Journal view" /></a>
<a href="images/hledger-web/normal/help.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/help.png" title="Help dialog" /></a>
<a href="images/hledger-web/normal/add.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/add.png" title="Add form" /></a>
:::
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 user-friendly
UI than the hledger CLI or hledger-ui interface, showing more at once
(accounts, the current account register, balance charts) and allowing
history-aware data entry, interactive searching, and 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
should put it behind a suitable web proxy. As a small protection against
data loss when running an unprotected instance, it writes a numbered
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
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
hledger\_journal(5) etc.
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 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 app
without exiting, and logs requests to the console.
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 0.0.0.0` to listen on all configured addresses.
Similarly, use `--port` to set a TCP port other than 5000, eg if you are
running multiple hledger-web instances.
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 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, eg
for better caching or cookie-less serving on high performance websites.
Note there is no built-in access control (aside from listening on
127.0.0.1 by default). So you will need to hide hledger-web behind an
authenticating proxy (such as apache or nginx) if you want to restrict
who can see and add entries to your journal.
Command-line options and arguments may be used to set an initial filter
on the data. This is not shown in the web UI, but it will be applied in
addition to any search query entered there.
With journal and timeclock files (but not CSV files, currently) the web
app detects changes made by other means and will show the new data on
the next request. If a change makes the file unparseable, hledger-web
will show an error until the file has been fixed.
## OPTIONS
Note: if invoking hledger-web as a hledger subcommand, write `--` before
options as shown above.
`--serve`
: serve and log requests, don't browse or auto-exit
`--host=IPADDR`
: listen on this IP address (default: 127.0.0.1)
`--port=PORT`
: listen on this TCP port (default: 5000)
`--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
normally serves static files itself, but if you wanted to serve them
from another server for efficiency, you would set the url with this.
hledger input options:
`-f FILE --file=FILE`
: use a different input file. For stdin, use - (default:
`$LEDGER_FILE` or `$HOME/.hledger.journal`)
`--rules-file=RULESFILE`
: Conversion rules file to use when reading CSV (default: FILE.rules)
`--alias=OLD=NEW`
: rename accounts named OLD to NEW
`--anon`
: anonymize accounts and payees
`--pivot FIELDNAME`
: use some other field or tag for the account name
`-I --ignore-assertions`
: ignore any failing balance assertions
hledger reporting options:
`-b --begin=DATE`
: include postings/txns on or after this date
`-e --end=DATE`
: include postings/txns before this date
`-D --daily`
: multiperiod/multicolumn report by day
`-W --weekly`
: multiperiod/multicolumn report by week
`-M --monthly`
: multiperiod/multicolumn report by month
`-Q --quarterly`
: multiperiod/multicolumn report by quarter
`-Y --yearly`
: multiperiod/multicolumn report by year
`-p --period=PERIODEXP`
: set start date, end date, and/or reporting interval all at once
using [period expressions](manual.html#period-expressions) syntax
(overrides the flags above)
`--date2`
: match the secondary date instead (see command help for other
effects)
`-U --unmarked`
: include only unmarked postings/txns (can combine with -P or -C)
`-P --pending`
: include only pending postings/txns
`-C --cleared`
: include only cleared postings/txns
`-R --real`
: include only non-virtual postings
`-NUM --depth=NUM`
: hide/aggregate accounts or postings more than NUM levels deep
`-E --empty`
: show items with zero amount, normally hidden
`-B --cost`
: convert amounts to their cost at transaction time (using the
[transaction price](journal.html#transaction-prices), if any)
`-V --value`
: convert amounts to their market value on the report end date (using
the most recent applicable [market
price](journal.html#market-prices), if any)
`--auto`
: apply [automated posting
rules](journal.html#automated-posting-rules) to modify transactions.
`--forecast`
: apply [periodic transaction](journal.html#periodic-transactions)
rules to generate future transactions, to 6 months from now or
report end date.
When a reporting option appears more than once in the command line, the
last one takes precedence.
Some reporting options can also be written as [query
arguments](#queries).
hledger help options:
`-h --help`
: show general usage (or after COMMAND, command usage)
`--version`
: show version
`--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 this,
insert a `--` argument before.)
## ENVIRONMENT
**LEDGER\_FILE** The journal file path when not specified with `-f`.
Default: `~/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## FILES
Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
`$HOME/.hledger.journal` (on windows, perhaps
`C:/Users/USER/.hledger.journal`).
## BUGS
The need to precede options with `--` when invoked from hledger is
awkward.
`-f-` doesn't work (hledger-web can't read from stdin).
Query arguments and some hledger options are ignored.
Does not work in text-mode browsers.
Does not work well on small screens.

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# timeclock format
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
Timeclock - the time logging format of timeclock.el, as read by hledger
## DESCRIPTION
hledger can read timeclock files. [As with
Ledger](http://ledger-cli.org/3.0/doc/ledger3.html#Time-Keeping), these
are (a subset of)
[timeclock.el](http://www.emacswiki.org/emacs/TimeClock)'s format,
containing clock-in and clock-out entries as in the example below. The
date is a [simple date](#simple-dates). The time format is
HH:MM\[:SS\]\[+-ZZZZ\]. Seconds and timezone are optional. The timezone,
if present, must be four digits and is ignored (currently the time is
always interpreted as a local time).
``` {.timeclock}
i 2015/03/30 09:00:00 some:account name optional description after two spaces
o 2015/03/30 09:20:00
i 2015/03/31 22:21:45 another account
o 2015/04/01 02:00:34
```
hledger treats each clock-in/clock-out pair as a transaction posting
some number of hours to an account. Or if the session spans more than
one day, it is split into several transactions, one for each day. For
the above time log, `hledger print` generates these journal entries:
``` {.shell}
$ hledger -f t.timeclock print
2015/03/30 * optional description after two spaces
(some:account name) 0.33h
2015/03/31 * 22:21-23:59
(another account) 1.64h
2015/04/01 * 00:00-02:00
(another account) 2.01h
```
Here is a
[sample.timeclock](https://raw.github.com/simonmichael/hledger/master/examples/sample.timeclock)
to download and some queries to try:
``` {.shell}
$ hledger -f sample.timeclock balance # current time balances
$ hledger -f sample.timeclock register -p 2009/3 # sessions in march 2009
$ hledger -f sample.timeclock register -p weekly --depth 1 --empty # time summary by week
```
To generate time logs, ie to clock in and clock out, you could:
- use emacs and the built-in timeclock.el, or the extended
[timeclock-x.el](http://www.emacswiki.org/emacs/timeclock-x.el) and
perhaps the extras in
[ledgerutils.el](http://hub.darcs.net/simon/ledgertools/ledgerutils.el)
- at the command line, use these bash aliases:
`` shell alias ti="echo i `date '+%Y-%m-%d %H:%M:%S'` \$* >>$TIMELOG" alias to="echo o `date '+%Y-%m-%d %H:%M:%S'` >>$TIMELOG" ``
- or use the old `ti` and `to` scripts in the [ledger 2.x
repository](https://github.com/ledger/ledger/tree/maint/scripts).
These rely on a "timeclock" executable which I think is just the
ledger 2 executable renamed.

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# timedot format
This doc is for version **1.5**. []{.docversions}
- toc
## NAME
Timedot - hledger's human-friendly time logging format
## DESCRIPTION
Timedot is a plain text format for logging dated, categorised quantities
(of time, usually), supported by hledger. It is convenient for
approximate and retroactive time logging, eg when the real-time
clock-in/out required with a timeclock file is too precise or too
interruptive. It can be formatted like a bar chart, making clear at a
glance where time was spent.
Though called "timedot", this format is read by hledger as commodityless
quantities, so it could be used to represent dated quantities other than
time. In the docs below we'll assume it's time.
## FILE FORMAT
A timedot file contains a series of day entries. A day entry begins with
a date, and is followed by category/quantity pairs, one per line. Dates
are hledger-style [simple dates](/journal.html#simple-dates) (see
hledger\_journal(5)). Categories are hledger-style account names,
optionally indented. As in a hledger journal, there must be at least two
spaces between the category (account name) and the quantity.
Quantities can be written as:
- a sequence of dots (.) representing quarter hours. Spaces may
optionally be used for grouping and readability. Eg: .... ..
- an integral or decimal number, representing hours. Eg: 1.5
- an integral or decimal number immediately followed by a unit symbol
`s`, `m`, `h`, `d`, `w`, `mo`, or `y`, representing seconds,
minutes, hours, days weeks, months or years respectively. Eg: 90m.
The following equivalencies are assumed, currently: 1m = 60s, 1h =
60m, 1d = 24h, 1w = 7d, 1mo = 30d, 1y=365d.
Blank lines and lines beginning with \#, ; or \* are ignored. An
example:
``` {.timedot}
# on this day, 6h was spent on client work, 1.5h on haskell FOSS work, etc.
2016/2/1
inc:client1 .... .... .... .... .... ....
fos:haskell .... ..
biz:research .
2016/2/2
inc:client1 .... ....
biz:research .
```
Or with numbers:
``` {.timedot}
2016/2/3
inc:client1 4
fos:hledger 3
biz:research 1
```
Reporting:
``` {.shell}
$ hledger -f t.timedot print date:2016/2/2
2016/02/02 *
(inc:client1) 2.00
2016/02/02 *
(biz:research) 0.25
```
``` {.shell}
$ hledger -f t.timedot bal --daily --tree
Balance changes in 2016/02/01-2016/02/03:
|| 2016/02/01d 2016/02/02d 2016/02/03d
============++========================================
biz || 0.25 0.25 1.00
research || 0.25 0.25 1.00
fos || 1.50 0 3.00
haskell || 1.50 0 0
hledger || 0 0 3.00
inc || 6.00 2.00 4.00
client1 || 6.00 2.00 4.00
------------++----------------------------------------
|| 7.75 2.25 8.00
```
I prefer to use period for separating account components. We can make
this work with an [account alias](/journal.html#account-aliases):
``` {.timedot}
2016/2/4
fos.hledger.timedot 4
fos.ledger ..
```
``` {.shell}
$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
4.50 fos
4.00 hledger:timedot
0.50 ledger
--------------------
4.50
```
Here is a
[sample.timedot](https://raw.github.com/simonmichael/hledger/master/examples/sample.timedot).
<!-- to download and some queries to try: -->
<!-- ```shell -->
<!-- $ hledger -f sample.timedot balance # current time balances -->
<!-- $ hledger -f sample.timedot register -p 2009/3 # sessions in march 2009 -->
<!-- $ hledger -f sample.timedot register -p weekly --depth 1 --empty # time summary by week -->
<!-- ``` -->