simonmichael/hledger
1
1
Fork 0
mirror of https://github.com/simonmichael/hledger.git synced 2024-09-20 10:47:29 +03:00
Code Issues Projects Releases Wiki Activity
3a37390ef1
hledger/hledger-ui/doc/hledger-ui.1.txt

352 lines
14 KiB
Plaintext
Raw Blame History

hledger-ui(1) hledger User Manuals hledger-ui(1)
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).
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 com-
mand-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.
--flat show full account names, unindented
--register=ACCTREGEX
start in the (first) matched account's register screen
--theme=default|terminal|greenterm
use this custom display theme
-V --value
show amounts as their current market value in their default val-
uation commodity (accounts screen only)
hledger general options:
-h show general usage (or after COMMAND, the command's usage)
--help show the current program's manual as plain text (or after an
add-on COMMAND, the add-on's manual)
--man show the current program's manual with man
--info show the current program's manual with info
--version
show version
--debug[=N]
show debug output (levels 1-9, default: 1)
-f FILE --file=FILE
use a different input file. For stdin, use -
--rules-file=RULESFILE
Conversion rules file to use when reading CSV (default:
FILE.rules)
--alias=OLD=NEW
display accounts named OLD as NEW
-I --ignore-assertions
ignore any failing balance assertions in the journal
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
(overrides the flags above)
--date2
show, and match with -b/-e/-p/date:, secondary dates instead
-C --cleared
include only cleared postings/txns
--pending
include only pending postings/txns
-U --uncleared
include only uncleared (and pending) postings/txns
-R --real
include only non-virtual postings
--depth=N
hide accounts/postings deeper than N
-E --empty
show items with zero amount, normally hidden
-B --cost
show amounts in their cost price's commodity
--pivot TAG
will transform the journal before any other processing by
replacing the account name of every posting having the tag TAG
with content VALUE by the account name "TAG:VALUE".
The TAG will only match if it is a full-length match. The pivot will
only happen if the TAG is on a posting, not if it is on the transac-
tion. If the tag value is a multi:level:account:name the new account
name will be "TAG:multi:level:account:name".
--anon show anonymized accounts and payees
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 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. (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 as in hledger and hledger-web. While editing the
query, you can use CTRL-a/e/d/k, BS, cursor keys; press ENTER to set
it, or ESCAPEto cancel. There are also keys for quickly adjusting some
common filters like account depth and cleared/uncleared (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.
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.
E runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (emac-
sclient -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 com-
mand).
H toggles between showing historical balances or period balances. His-
torical 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.
C toggles cleared mode, in which uncleared transactions and postings
are not shown. U toggles uncleared mode, in which only uncleared
transactions/postings are shown.
R toggles real mode, in which 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:
o 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.)
o the overall change to the current account's balance; positive for an
inflow to this account, negative for an outflow.
o 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 trans-
actions responsible for the period balance shown on the accounts
screen. As on the accounts screen, this can be toggled with F.
C toggles cleared mode, in which uncleared transactions and postings
are not shown. U toggles uncleared mode, in which only uncleared
transactions/postings are shown.
R toggles real mode, in which 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 com-
mand-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_jour-
nal(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 trans-
actions appear in multiple account registers). The #N number preceding
them is the transaction's position within the complete unfiltered jour-
nal, 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.jour-
nal).
FILES
Reads data from one or more files in hledger journal, timeclock, time-
dot, 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 awk-
ward.
-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. Also there is no visual indication
that this is in progress.
The register screen's switching between historic balance and running
total based on query arguments may be confusing, and there is no column
heading to indicate which is being displayed.
REPORTING BUGS
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
or hledger mail list)
AUTHORS
Simon Michael <simon@joyful.com> and contributors
COPYRIGHT
Copyright (C) 2007-2016 Simon Michael.
Released under GNU GPL v3 or later.
SEE ALSO
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
dot(5), ledger(1)
http://hledger.org
hledger-ui 1.0 October 2016 hledger-ui(1)
Reference in New Issue View Git Blame Copy Permalink