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448 lines
13 KiB
Groff
448 lines
13 KiB
Groff
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.TH "hledger\-ui" "1" "May 2016" "hledger\-ui 0.28" "hledger User Manuals"
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.SH NAME
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.PP
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hledger\-ui \- curses\-style interface for the hledger accounting tool
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.SH SYNOPSIS
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.PP
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\f[C]hledger\-ui\ [OPTIONS]\ [QUERYARGS]\f[]
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.PD 0
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.P
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.PD
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\f[C]hledger\ ui\ \-\-\ [OPTIONS]\ [QUERYARGS]\f[]
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.SH DESCRIPTION
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.PP
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hledger is a cross\-platform program for tracking money, time, or any
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other commodity, using double\-entry accounting and a simple, editable
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file format.
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hledger is inspired by and largely compatible with ledger(1).
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.PP
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hledger\-ui is hledger\[aq]s curses\-style interface, providing an
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efficient full\-window text UI for viewing accounts and transactions,
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and some limited data entry capability.
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It is easier than hledger\[aq]s command\-line interface, and sometimes
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quicker and more convenient than the web interface.
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.PP
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Like hledger, it reads data from one or more files in hledger journal,
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timeclock, timedot, or CSV format specified with \f[C]\-f\f[], or
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\f[C]$LEDGER_FILE\f[], or \f[C]$HOME/.hledger.journal\f[] (on windows,
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perhaps \f[C]C:/Users/USER/.hledger.journal\f[]).
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For more about this see hledger(1), hledger_journal(5) etc.
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.SH OPTIONS
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.PP
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Note: if invoking hledger\-ui as a hledger subcommand, write
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\f[C]\-\-\f[] before options as shown above.
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.PP
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Any QUERYARGS are interpreted as a hledger search query which filters
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the data.
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.TP
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.B \f[C]\-\-flat\f[]
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show full account names, unindented
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.RS
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.RE
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.TP
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.B \f[C]\-\-no\-elide\f[]
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don\[aq]t compress empty parent accounts on one line
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.RS
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.RE
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.TP
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.B \f[C]\-\-register=ACCTREGEX\f[]
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start in the (first) matched account\[aq]s register screen
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.RS
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.RE
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.TP
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.B \f[C]\-\-theme=default|terminal|greenterm\f[]
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use this custom display theme
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.RS
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.RE
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.TP
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.B \f[C]\-V\ \-\-value\f[]
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show amounts as their current market value in their default valuation
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commodity (accounts screen only)
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.RS
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.RE
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.PP
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hledger general options:
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.TP
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.B \f[C]\-h\f[]
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show general usage (or after COMMAND, the command\[aq]s usage)
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.RS
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.RE
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.TP
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.B \f[C]\-\-help\f[]
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show the current program\[aq]s manual as plain text (or after an add\-on
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COMMAND, the add\-on\[aq]s manual)
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.RS
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.RE
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.TP
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.B \f[C]\-\-man\f[]
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show the current program\[aq]s manual with man
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.RS
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.RE
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.TP
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.B \f[C]\-\-info\f[]
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show the current program\[aq]s manual with info
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.RS
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.RE
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.TP
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.B \f[C]\-\-version\f[]
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show version
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.RS
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.RE
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.TP
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.B \f[C]\-\-debug[=N]\f[]
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show debug output (levels 1\-9, default: 1)
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.RS
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.RE
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.TP
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.B \f[C]\-f\ FILE\ \-\-file=FILE\f[]
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use a different input file.
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For stdin, use \-
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.RS
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.RE
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.TP
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.B \f[C]\-\-rules\-file=RULESFILE\f[]
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Conversion rules file to use when reading CSV (default: FILE.rules)
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.RS
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.RE
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.TP
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.B \f[C]\-\-alias=OLD=NEW\f[]
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display accounts named OLD as NEW
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.RS
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.RE
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.TP
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.B \f[C]\-I\ \-\-ignore\-assertions\f[]
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ignore any failing balance assertions in the journal
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.RS
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.RE
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.PP
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hledger reporting options:
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.TP
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.B \f[C]\-b\ \-\-begin=DATE\f[]
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include postings/txns on or after this date
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.RS
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.RE
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.TP
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.B \f[C]\-e\ \-\-end=DATE\f[]
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include postings/txns before this date
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.RS
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.RE
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.TP
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.B \f[C]\-D\ \-\-daily\f[]
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multiperiod/multicolumn report by day
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.RS
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.RE
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.TP
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.B \f[C]\-W\ \-\-weekly\f[]
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multiperiod/multicolumn report by week
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.RS
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.RE
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.TP
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.B \f[C]\-M\ \-\-monthly\f[]
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multiperiod/multicolumn report by month
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.RS
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.RE
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.TP
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.B \f[C]\-Q\ \-\-quarterly\f[]
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multiperiod/multicolumn report by quarter
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.RS
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.RE
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.TP
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.B \f[C]\-Y\ \-\-yearly\f[]
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multiperiod/multicolumn report by year
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.RS
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.RE
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.TP
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.B \f[C]\-p\ \-\-period=PERIODEXP\f[]
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set start date, end date, and/or reporting interval all at once
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(overrides the flags above)
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.RS
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.RE
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.TP
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.B \f[C]\-\-date2\f[]
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show, and match with \-b/\-e/\-p/date:, secondary dates instead
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.RS
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.RE
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.TP
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.B \f[C]\-C\ \-\-cleared\f[]
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include only cleared postings/txns
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.RS
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.RE
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.TP
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.B \f[C]\-\-pending\f[]
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include only pending postings/txns
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.RS
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.RE
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.TP
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.B \f[C]\-U\ \-\-uncleared\f[]
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include only uncleared (and pending) postings/txns
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.RS
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.RE
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.TP
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.B \f[C]\-R\ \-\-real\f[]
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include only non\-virtual postings
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.RS
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.RE
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.TP
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.B \f[C]\-\-depth=N\f[]
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hide accounts/postings deeper than N
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.RS
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.RE
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.TP
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.B \f[C]\-E\ \-\-empty\f[]
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show items with zero amount, normally hidden
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.RS
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.RE
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.TP
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.B \f[C]\-B\ \-\-cost\f[]
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show amounts in their cost price\[aq]s commodity
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.RS
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.RE
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.TP
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.B \f[C]\-\-pivot\ TAG\f[]
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will transform the journal before any other processing by replacing the
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account name of every posting having the tag TAG with content VALUE by
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the account name "TAG:VALUE".
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.RS
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.RE
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The TAG will only match if it is a full\-length match.
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The pivot will only happen if the TAG is on a posting, not if it is on
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the transaction.
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If the tag value is a multi:level:account:name the new account name will
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be "TAG:multi:level:account:name".
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.RS
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.RE
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.SH KEYS
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.PP
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\f[C]?\f[] shows a help dialog listing all keys.
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(Some but not all of these also appear in the quick help at the bottom
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of each screen.) Press \f[C]?\f[] again (or \f[C]ESCAPE\f[], or
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\f[C]LEFT\f[]) to close it.
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.PP
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The cursor keys navigate: \f[C]right\f[] (or \f[C]enter\f[]) goes
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deeper, \f[C]left\f[] returns to the previous screen,
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\f[C]up\f[]/\f[C]down\f[]/\f[C]page\ up\f[]/\f[C]page\ down\f[]/\f[C]home\f[]/\f[C]end\f[]
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move up and down through lists.
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Vi\-style \f[C]h\f[]/\f[C]j\f[]/\f[C]k\f[]/\f[C]l\f[] movement keys are
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also supported.
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A tip: movement speed is limited by your keyboard repeat rate, to move
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faster you may want to adjust that.
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(On a mac, the Karabiner app is one way to do that).
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.PP
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\f[C]/\f[] lets you set or change the filter query, which limits the
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data shown on most screens (in addition to the quick filters described
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below).
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While editing the query you can use typical command\-line edit keys
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(CTRL\-a/e/d/k, cursor keys etc.), and \f[C]ENTER\f[]to set the new
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filter or \f[C]ESCAPE\f[]to cancel.
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.PP
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\f[C]BACKSPACE\f[] or \f[C]DELETE\f[] clears any filters in effect.
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.PP
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\f[C]ESCAPE\f[] removes any filters currently in effect, and jumps to
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the top screen.
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Or, it cancels a minibuffer edit or help dialog if one is active.
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.PP
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\f[C]g\f[] reloads from the data file(s) and updates the current screen
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and any previous screens.
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(With large files, there can be a noticeable pause.)
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.PP
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\f[C]I\f[] toggles balance assertion checking.
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Disabling balance assertions temporarily can be useful for
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troubleshooting.
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.PP
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\f[C]a\f[] runs command\-line hledger\[aq]s add command, and reloads the
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updated file.
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This allows some basic data entry.
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.PP
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\f[C]E\f[] runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default
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(\f[C]emacsclient\ \-a\ ""\ \-nw\f[]) on the journal file.
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With some editors (emacs, vi), the cursor will be positioned at the
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current transaction when invoked from the register and transaction
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screens, and at the error location (if possible) when invoked from the
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error screen.
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.PP
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\f[C]q\f[] quits the application.
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.PP
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Additional screen\-specific keys are described below.
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.SH SCREENS
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.SS Accounts screen
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.PP
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This is normally the first screen displayed.
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It lists accounts and their balances, like hledger\[aq]s balance
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command.
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By default, it shows all accounts and their latest ending balances.
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if you specify a query on the command line, it shows just the matched
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accounts and the balances from matched transactions.
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.PP
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Account names are normally indented to show the hierarchy (tree mode).
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To see less detail, set a depth limit by pressing a number key,
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\f[C]1\f[] to \f[C]9\f[].
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\f[C]0\f[] shows even less detail, collapsing all accounts to a single
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total.
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\f[C]\-\f[] and \f[C]+\f[] (or \f[C]=\f[]) decrease and increase the
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depth limit.
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To remove the depth limit, set it higher than the maximum account depth,
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or press \f[C]ESCAPE\f[].
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.PP
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\f[C]F\f[] toggles flat mode on and off.
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In flat mode, accounts are listed without indentation (and account
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registers will exclude subaccounts, see below).
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.PP
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\f[C]C\f[] toggles cleared mode, in which uncleared transactions and
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postings are not shown.
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\f[C]U\f[] toggles uncleared mode, in which only uncleared
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transactions/postings are shown.
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.PP
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\f[C]R\f[] toggles real mode, in which virtual postings are ignored.
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.PP
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\f[C]Z\f[] toggles nonzero mode, in which only accounts with nonzero
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balances are shown (hledger\-ui shows zero items by default, unlike
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command\-line hledger).
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.PP
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Press \f[C]right\f[] or \f[C]enter\f[] to view an account\[aq]s
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transactions register.
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.SS Register screen
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.PP
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This screen shows the transactions affecting a particular account, like
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a check register.
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Each line represents one transaction and shows:
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.IP \[bu] 2
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the other account(s) involved, in abbreviated form.
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(If there are both real and virtual postings, it shows only the accounts
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affected by real postings.)
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.IP \[bu] 2
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the overall change to the current account\[aq]s balance; positive for an
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inflow to this account, negative for an outflow.
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.IP \[bu] 2
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the current account\[aq]s historic balance (if no query other than a
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date limit is in effect) or the running total starting from zero
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(otherwise), after the transaction.
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.PD 0
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.P
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.PD
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Eg, these will show historic balances:
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.RS 2
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.IP
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.nf
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\f[C]
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$\ hledger\-ui
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$\ hledger\-ui\ \-\-begin\ \[aq]this\ month\[aq]
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$\ hledger\-ui\ \-\-register\ checking\ date:2015/10
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\f[]
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.fi
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.PP
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while these will show a running total, since the queries are not just
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date limits:
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.IP
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.nf
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\f[C]
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$\ hledger\-ui\ checking
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$\ hledger\-ui\ \-\-begin\ \[aq]this\ month\[aq]\ desc:market
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$\ hledger\-ui\ \-\-register\ checking\ \-\-cleared
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\f[]
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.fi
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.RE
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.PP
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Normally the register screen shows transactions in the current account
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and any of its subaccounts (inclusive mode).
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If it was entered from accounts screen in flat mode, it shows
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transactions affecting this account specifically, without considering
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subaccounts (exclusive mode).
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As on the accounts screen you can toggle this with the \f[C]F\f[] key.
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.PP
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\f[C]C\f[] toggles cleared mode, in which uncleared transactions and
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postings are not shown.
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\f[C]U\f[] toggles uncleared mode, in which only uncleared
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transactions/postings are shown.
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.PP
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\f[C]R\f[] toggles real mode, in which virtual postings are ignored.
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.PP
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\f[C]Z\f[] toggles nonzero mode, in which only transactions posting a
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nonzero change are shown (hledger\-ui shows zero items by default,
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unlike command\-line hledger).
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.PP
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Press \f[C]right\f[] (or \f[C]enter\f[]) to view the selected
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transaction in detail.
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.SS Transaction screen
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.PP
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This screen shows a single transaction, as a general journal entry,
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similar to hledger\[aq]s print command and journal format
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(hledger_journal(5)).
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.PP
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The transaction\[aq]s date(s) and any cleared flag, transaction code,
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description, comments, along with all of its account postings are shown.
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Simple transactions have two postings, but there can be more (or in
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certain cases, fewer).
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.PP
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\f[C]up\f[] and \f[C]down\f[] will step through all transactions listed
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in the previous account register screen.
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In the title bar, the numbers in parentheses show your position within
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that account register.
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They will vary depending on which account register you came from
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(remember most transactions appear in multiple account registers).
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The #N number preceding them is the transaction\[aq]s position within
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the complete unfiltered journal, which is a more stable id (at least
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until the next reload).
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.SS Error screen
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.PP
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This screen will appear if there is a problem, such as a parse error,
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when you press g to reload.
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Once you have fixed the problem, press g again to reload and resume
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normal operation.
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(Or, you can press escape to cancel the reload attempt.)
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.SH ENVIRONMENT
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.PP
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\f[B]COLUMNS\f[] The screen width to use.
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Default: the full terminal width.
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.PP
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\f[B]LEDGER_FILE\f[] The journal file path when not specified with
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\f[C]\-f\f[].
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Default: \f[C]~/.hledger.journal\f[] (on windows, perhaps
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\f[C]C:/Users/USER/.hledger.journal\f[]).
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.SH FILES
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.PP
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Reads data from one or more files in hledger journal, timeclock,
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timedot, or CSV format specified with \f[C]\-f\f[], or
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\f[C]$LEDGER_FILE\f[], or \f[C]$HOME/.hledger.journal\f[] (on windows,
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perhaps \f[C]C:/Users/USER/.hledger.journal\f[]).
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.SH BUGS
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.PP
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The need to precede options with \f[C]\-\-\f[] when invoked from hledger
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is awkward.
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.PP
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\f[C]\-f\-\f[] doesn\[aq]t work (hledger\-ui can\[aq]t read from stdin).
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.PP
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\f[C]\-V\f[] affects only the accounts screen.
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.PP
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When you press \f[C]g\f[], the current and all previous screens are
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regenerated, which may cause a noticeable pause.
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Also there is no visual indication that this is in progress.
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.PP
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The register screen\[aq]s switching between historic balance and running
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total based on query arguments may be confusing, and there is no column
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heading to indicate which is being displayed.
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.SH "REPORTING BUGS"
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Report bugs at http://bugs.hledger.org
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(or on the #hledger IRC channel or hledger mail list)
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.SH AUTHORS
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Simon Michael <simon@joyful.com> and contributors
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.SH COPYRIGHT
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Copyright (C) 2007-2016 Simon Michael.
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.br
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Released under GNU GPL v3 or later.
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.SH SEE ALSO
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hledger(1), hledger\-ui(1), hledger\-web(1), hledger\-api(1),
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hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_timedot(5),
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ledger(1)
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http://hledger.org
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