;regen manuals

This commit is contained in:
Simon Michael 2020-03-18 16:17:24 -07:00
parent cf7de57836
commit 05ad168792
3 changed files with 227 additions and 208 deletions

View File

@ -524,7 +524,7 @@ EUR 1E3
\f[R]
.fi
.PP
A decimal mark (decimal point) can be written with a period or a comma:
A decimal mark can be written as a period or a comma:
.IP
.nf
\f[C]
@ -1027,6 +1027,16 @@ declare a year for yearless dates
T}@T{
following inline/included entries until end of current file
T}
T{
\f[C]=\f[R]
T}@T{
T}@T{
T}@T{
declare an auto posting rule, adding postings to other transactions
T}@T{
all entries in parent/current/child files (but not sibling files, see
#1212)
T}
.TE
.PP
And some definitions:
@ -1807,31 +1817,28 @@ Goals and actual performance can then be compared in budget reports.
For more details, see: balance: Budget report and Budgeting and
Forecasting.
.PP
.SS Auto postings / transaction modifiers
.SS Auto postings
.PP
Transaction modifier rules, AKA auto posting rules, describe changes to
be applied automatically to certain matched transactions.
Currently just one kind of change is possible - adding extra postings,
which we call \[dq]automated postings\[dq] or just \[dq]auto
postings\[dq].
These rules become active when you use the \f[C]--auto\f[R] flag.
\[dq]Automated postings\[dq] or \[dq]auto postings\[dq] are extra
postings which get added automatically to transactions which match
certain queries, defined by \[dq]auto posting rules\[dq], when you use
the \f[C]--auto\f[R] flag.
.PP
A transaction modifier rule looks much like a normal transaction except
the first line is an equals sign followed by a query that matches
certain postings (mnemonic: \f[C]=\f[R] suggests matching).
And each \[dq]posting\[dq] is actually a posting-generating rule:
An auto posting rule looks a bit like a transaction:
.IP
.nf
\f[C]
= QUERY
ACCOUNT AMOUNT
ACCOUNT [AMOUNT]
...
ACCOUNT [AMOUNT]
\f[R]
.fi
.PP
These posting-generating rules look like normal postings, except the
amount can be:
except the first line is an equals sign (mnemonic: \f[C]=\f[R] suggests
matching), followed by a query (which matches existing postings), and
each \[dq]posting\[dq] line describes a posting to be generated, and the
posting amounts can be:
.IP \[bu] 2
a normal amount with a commodity symbol, eg \f[C]$2\f[R].
This will be used as-is.
@ -1849,7 +1856,7 @@ N, and symbol S).
The matched posting\[aq]s amount will be multiplied by N, and its
commodity symbol will be replaced with S.
.PP
A query term containing spaces must be enclosed in single or double
Any query term containing spaces must be enclosed in single or double
quotes, as on the command line.
Eg, note the quotes around the second query term below:
.IP
@ -1860,10 +1867,6 @@ Eg, note the quotes around the second query term below:
\f[R]
.fi
.PP
These rules have global effect - a rule appearing anywhere in your data
can potentially affect any transaction, including transactions recorded
above it or in another file.
.PP
Some examples:
.IP
.nf
@ -1902,6 +1905,12 @@ $ hledger print --auto
assets:checking $20
\f[R]
.fi
.SS Auto postings and multiple files
.PP
An auto posting rule can affect any transaction in the current file, or
in any parent file or child file.
Note, currently it will not affect sibling files (when multiple
\f[C]-f\f[R]/\f[C]--file\f[R] are used - see #1212).
.SS Auto postings and dates
.PP
A posting date (or secondary date) in the matched posting, or (taking
@ -1909,7 +1918,7 @@ precedence) a posting date in the auto posting rule itself, will also be
used in the generated posting.
.SS Auto postings and transaction balancing / inferred amounts / balance assertions
.PP
Currently, transaction modifiers are applied / auto postings are added:
Currently, auto postings are added:
.IP \[bu] 2
after missing amounts are inferred, and transactions are checked for
balancedness,
@ -1921,7 +1930,7 @@ after auto postings are added.
This changed in hledger 1.12+; see #893 for background.
.SS Auto posting tags
.PP
Postings added by transaction modifiers will have some extra tags:
Automated postings will have some extra tags:
.IP \[bu] 2
\f[C]generated-posting:= QUERY\f[R] - shows this was generated by an
auto posting rule, and the query
@ -1931,8 +1940,8 @@ appear in hledger\[aq]s output.
This can be used to match postings generated \[dq]just now\[dq], rather
than generated in the past and saved to the journal.
.PP
Also, any transaction that has been changed by transaction modifier
rules will have these tags added:
Also, any transaction that has been changed by auto posting rules will
have these tags added:
.IP \[bu] 2
\f[C]modified:\f[R] - this transaction was modified
.IP \[bu] 2

View File

@ -85,7 +85,7 @@ optional fields, separated by spaces:
* Balance Assignments::
* Directives::
* Periodic transactions::
* Auto postings / transaction modifiers::
* Auto postings::

File: hledger_journal.info, Node: Dates, Next: Status, Up: Transactions
@ -470,8 +470,7 @@ $-1
1E-6
EUR 1E3
A decimal mark (decimal point) can be written with a period or a
comma:
A decimal mark can be written as a period or a comma:
1.23
1,23456780000009
@ -912,6 +911,11 @@ account' apply account names inline/included
dates inline/included
entries until end
of current file
'=' declare an auto posting all entries in
rule, adding postings to parent/current/child
other transactions files (but not
sibling files,
see #1212)
And some definitions:
@ -1485,7 +1489,7 @@ If account aliases are present, they are applied after the default
parent account.

File: hledger_journal.info, Node: Periodic transactions, Next: Auto postings / transaction modifiers, Prev: Directives, Up: Transactions
File: hledger_journal.info, Node: Periodic transactions, Next: Auto postings, Prev: Directives, Up: Transactions
1.13 Periodic transactions
==========================
@ -1647,29 +1651,26 @@ compared in budget reports.
Forecasting.

File: hledger_journal.info, Node: Auto postings / transaction modifiers, Prev: Periodic transactions, Up: Transactions
File: hledger_journal.info, Node: Auto postings, Prev: Periodic transactions, Up: Transactions
1.14 Auto postings / transaction modifiers
==========================================
1.14 Auto postings
==================
Transaction modifier rules, AKA auto posting rules, describe changes to
be applied automatically to certain matched transactions. Currently
just one kind of change is possible - adding extra postings, which we
call "automated postings" or just "auto postings". These rules become
active when you use the '--auto' flag.
"Automated postings" or "auto postings" are extra postings which get
added automatically to transactions which match certain queries, defined
by "auto posting rules", when you use the '--auto' flag.
A transaction modifier rule looks much like a normal transaction
except the first line is an equals sign followed by a query that matches
certain postings (mnemonic: '=' suggests matching). And each "posting"
is actually a posting-generating rule:
An auto posting rule looks a bit like a transaction:
= QUERY
ACCOUNT AMOUNT
ACCOUNT [AMOUNT]
...
ACCOUNT [AMOUNT]
These posting-generating rules look like normal postings, except the
amount can be:
except the first line is an equals sign (mnemonic: '=' suggests
matching), followed by a query (which matches existing postings), and
each "posting" line describes a posting to be generated, and the posting
amounts can be:
* a normal amount with a commodity symbol, eg '$2'. This will be
used as-is.
@ -1682,17 +1683,13 @@ amount can be:
and symbol S). The matched posting's amount will be multiplied by
N, and its commodity symbol will be replaced with S.
A query term containing spaces must be enclosed in single or double
Any query term containing spaces must be enclosed in single or double
quotes, as on the command line. Eg, note the quotes around the second
query term below:
= expenses:groceries 'expenses:dining out'
(budget:funds:dining out) *-1
These rules have global effect - a rule appearing anywhere in your
data can potentially affect any transaction, including transactions
recorded above it or in another file.
Some examples:
; every time I buy food, schedule a dollar donation
@ -1726,14 +1723,25 @@ $ hledger print --auto
* Menu:
* Auto postings and multiple files::
* Auto postings and dates::
* Auto postings and transaction balancing / inferred amounts / balance assertions::
* Auto posting tags::

File: hledger_journal.info, Node: Auto postings and dates, Next: Auto postings and transaction balancing / inferred amounts / balance assertions, Up: Auto postings / transaction modifiers
File: hledger_journal.info, Node: Auto postings and multiple files, Next: Auto postings and dates, Up: Auto postings
1.14.1 Auto postings and dates
1.14.1 Auto postings and multiple files
---------------------------------------
An auto posting rule can affect any transaction in the current file, or
in any parent file or child file. Note, currently it will not affect
sibling files (when multiple '-f'/'--file' are used - see #1212).

File: hledger_journal.info, Node: Auto postings and dates, Next: Auto postings and transaction balancing / inferred amounts / balance assertions, Prev: Auto postings and multiple files, Up: Auto postings
1.14.2 Auto postings and dates
------------------------------
A posting date (or secondary date) in the matched posting, or (taking
@ -1741,13 +1749,12 @@ precedence) a posting date in the auto posting rule itself, will also be
used in the generated posting.

File: hledger_journal.info, Node: Auto postings and transaction balancing / inferred amounts / balance assertions, Next: Auto posting tags, Prev: Auto postings and dates, Up: Auto postings / transaction modifiers
File: hledger_journal.info, Node: Auto postings and transaction balancing / inferred amounts / balance assertions, Next: Auto posting tags, Prev: Auto postings and dates, Up: Auto postings
1.14.2 Auto postings and transaction balancing / inferred amounts /
1.14.3 Auto postings and transaction balancing / inferred amounts /
-------------------------------------------------------------------
balance assertions Currently, transaction modifiers are applied / auto
postings are added:
balance assertions Currently, auto postings are added:
* after missing amounts are inferred, and transactions are checked
for balancedness,
@ -1758,12 +1765,12 @@ after auto postings are added. This changed in hledger 1.12+; see #893
for background.

File: hledger_journal.info, Node: Auto posting tags, Prev: Auto postings and transaction balancing / inferred amounts / balance assertions, Up: Auto postings / transaction modifiers
File: hledger_journal.info, Node: Auto posting tags, Prev: Auto postings and transaction balancing / inferred amounts / balance assertions, Up: Auto postings
1.14.3 Auto posting tags
1.14.4 Auto posting tags
------------------------
Postings added by transaction modifiers will have some extra tags:
Automated postings will have some extra tags:
* 'generated-posting:= QUERY' - shows this was generated by an auto
posting rule, and the query
@ -1772,8 +1779,8 @@ Postings added by transaction modifiers will have some extra tags:
"just now", rather than generated in the past and saved to the
journal.
Also, any transaction that has been changed by transaction modifier
rules will have these tags added:
Also, any transaction that has been changed by auto posting rules
will have these tags added:
* 'modified:' - this transaction was modified
* '_modified:' - a hidden tag not appearing in the comment; this
@ -1784,118 +1791,120 @@ Tag Table:
Node: Top76
Node: Transactions1875
Ref: #transactions1967
Node: Dates3156
Ref: #dates3255
Node: Simple dates3320
Ref: #simple-dates3446
Node: Secondary dates3955
Ref: #secondary-dates4109
Node: Posting dates5445
Ref: #posting-dates5574
Node: Status6946
Ref: #status7067
Node: Description8775
Ref: #description8909
Node: Payee and note9229
Ref: #payee-and-note9343
Node: Comments9678
Ref: #comments9804
Node: Tags10998
Ref: #tags11113
Node: Postings12506
Ref: #postings12634
Node: Virtual Postings13660
Ref: #virtual-postings13777
Node: Account names15082
Ref: #account-names15223
Node: Amounts15710
Ref: #amounts15849
Node: Digit group marks16781
Ref: #digit-group-marks16929
Node: Amount display style17867
Ref: #amount-display-style18021
Node: Transaction prices19182
Ref: #transaction-prices19348
Node: Balance Assertions21614
Ref: #balance-assertions21794
Node: Assertions and ordering22827
Ref: #assertions-and-ordering23015
Node: Assertions and included files23715
Ref: #assertions-and-included-files23958
Node: Assertions and multiple -f options24291
Ref: #assertions-and-multiple--f-options24547
Node: Assertions and commodities24679
Ref: #assertions-and-commodities24911
Node: Assertions and prices26068
Ref: #assertions-and-prices26282
Node: Assertions and subaccounts26722
Ref: #assertions-and-subaccounts26951
Node: Assertions and virtual postings27275
Ref: #assertions-and-virtual-postings27517
Node: Assertions and precision27659
Ref: #assertions-and-precision27852
Node: Balance Assignments28119
Ref: #balance-assignments28293
Node: Balance assignments and prices29457
Ref: #balance-assignments-and-prices29629
Node: Directives29853
Ref: #directives30012
Node: Directives and multiple files35331
Ref: #directives-and-multiple-files35514
Node: Comment blocks36178
Ref: #comment-blocks36361
Node: Including other files36537
Ref: #including-other-files36717
Node: Default year37125
Ref: #default-year37294
Node: Declaring commodities37701
Ref: #declaring-commodities37884
Node: Default commodity39557
Ref: #default-commodity39733
Node: Market prices40622
Ref: #market-prices40787
Node: Declaring accounts41628
Ref: #declaring-accounts41804
Node: Account comments42729
Ref: #account-comments42892
Node: Account subdirectives43316
Ref: #account-subdirectives43511
Node: Account types43824
Ref: #account-types44008
Node: Account display order45647
Ref: #account-display-order45817
Node: Rewriting accounts46968
Ref: #rewriting-accounts47153
Node: Basic aliases47910
Ref: #basic-aliases48056
Node: Regex aliases48760
Ref: #regex-aliases48932
Node: Combining aliases49650
Ref: #combining-aliases49843
Node: Aliases and multiple files51119
Ref: #aliases-and-multiple-files51328
Node: end aliases51907
Ref: #end-aliases52064
Node: Default parent account52165
Ref: #default-parent-account52333
Node: Periodic transactions53217
Ref: #periodic-transactions53416
Node: Periodic rule syntax55288
Ref: #periodic-rule-syntax55494
Node: Two spaces between period expression and description!56198
Ref: #two-spaces-between-period-expression-and-description56517
Node: Forecasting with periodic transactions57201
Ref: #forecasting-with-periodic-transactions57506
Node: Budgeting with periodic transactions59532
Ref: #budgeting-with-periodic-transactions59771
Node: Auto postings / transaction modifiers60220
Ref: #auto-postings-transaction-modifiers60432
Node: Auto postings and dates62928
Ref: #auto-postings-and-dates63185
Node: Auto postings and transaction balancing / inferred amounts / balance assertions63360
Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions63735
Node: Auto posting tags64113
Ref: #auto-posting-tags64352
Node: Dates3132
Ref: #dates3231
Node: Simple dates3296
Ref: #simple-dates3422
Node: Secondary dates3931
Ref: #secondary-dates4085
Node: Posting dates5421
Ref: #posting-dates5550
Node: Status6922
Ref: #status7043
Node: Description8751
Ref: #description8885
Node: Payee and note9205
Ref: #payee-and-note9319
Node: Comments9654
Ref: #comments9780
Node: Tags10974
Ref: #tags11089
Node: Postings12482
Ref: #postings12610
Node: Virtual Postings13636
Ref: #virtual-postings13753
Node: Account names15058
Ref: #account-names15199
Node: Amounts15686
Ref: #amounts15825
Node: Digit group marks16739
Ref: #digit-group-marks16887
Node: Amount display style17825
Ref: #amount-display-style17979
Node: Transaction prices19140
Ref: #transaction-prices19306
Node: Balance Assertions21572
Ref: #balance-assertions21752
Node: Assertions and ordering22785
Ref: #assertions-and-ordering22973
Node: Assertions and included files23673
Ref: #assertions-and-included-files23916
Node: Assertions and multiple -f options24249
Ref: #assertions-and-multiple--f-options24505
Node: Assertions and commodities24637
Ref: #assertions-and-commodities24869
Node: Assertions and prices26026
Ref: #assertions-and-prices26240
Node: Assertions and subaccounts26680
Ref: #assertions-and-subaccounts26909
Node: Assertions and virtual postings27233
Ref: #assertions-and-virtual-postings27475
Node: Assertions and precision27617
Ref: #assertions-and-precision27810
Node: Balance Assignments28077
Ref: #balance-assignments28251
Node: Balance assignments and prices29415
Ref: #balance-assignments-and-prices29587
Node: Directives29811
Ref: #directives29970
Node: Directives and multiple files35651
Ref: #directives-and-multiple-files35834
Node: Comment blocks36498
Ref: #comment-blocks36681
Node: Including other files36857
Ref: #including-other-files37037
Node: Default year37445
Ref: #default-year37614
Node: Declaring commodities38021
Ref: #declaring-commodities38204
Node: Default commodity39877
Ref: #default-commodity40053
Node: Market prices40942
Ref: #market-prices41107
Node: Declaring accounts41948
Ref: #declaring-accounts42124
Node: Account comments43049
Ref: #account-comments43212
Node: Account subdirectives43636
Ref: #account-subdirectives43831
Node: Account types44144
Ref: #account-types44328
Node: Account display order45967
Ref: #account-display-order46137
Node: Rewriting accounts47288
Ref: #rewriting-accounts47473
Node: Basic aliases48230
Ref: #basic-aliases48376
Node: Regex aliases49080
Ref: #regex-aliases49252
Node: Combining aliases49970
Ref: #combining-aliases50163
Node: Aliases and multiple files51439
Ref: #aliases-and-multiple-files51648
Node: end aliases52227
Ref: #end-aliases52384
Node: Default parent account52485
Ref: #default-parent-account52653
Node: Periodic transactions53537
Ref: #periodic-transactions53712
Node: Periodic rule syntax55584
Ref: #periodic-rule-syntax55790
Node: Two spaces between period expression and description!56494
Ref: #two-spaces-between-period-expression-and-description56813
Node: Forecasting with periodic transactions57497
Ref: #forecasting-with-periodic-transactions57802
Node: Budgeting with periodic transactions59828
Ref: #budgeting-with-periodic-transactions60067
Node: Auto postings60516
Ref: #auto-postings60656
Node: Auto postings and multiple files62835
Ref: #auto-postings-and-multiple-files63039
Node: Auto postings and dates63248
Ref: #auto-postings-and-dates63522
Node: Auto postings and transaction balancing / inferred amounts / balance assertions63697
Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions64048
Node: Auto posting tags64390
Ref: #auto-posting-tags64605

End Tag Table

View File

@ -370,7 +370,7 @@ FILE FORMAT
1E-6
EUR 1E3
A decimal mark (decimal point) can be written with a period or a comma:
A decimal mark can be written as a period or a comma:
1.23
1,23456780000009
@ -709,6 +709,11 @@ FILE FORMAT
dates line/included en-
tries until end of
current file
= declare an auto posting all entries in par-
rule, adding postings to ent/current/child
other transactions files (but not sib-
ling files, see
#1212)
And some definitions:
@ -718,12 +723,10 @@ FILE FORMAT
number how to interpret numbers when parsing journal entries (the iden-
nota- tity of the decimal separator character). (Currently each com-
tion modity can have its own notation, even in the same file.)
dis- how to display amounts of a commodity in reports (symbol side
play and spacing, digit groups, decimal separator, decimal places)
style
direc- which entries and (when there are multiple files) which files
tive are affected by a directive
scope
@ -1313,51 +1316,44 @@ FILE FORMAT
For more details, see: balance: Budget report and Budgeting and Fore-
casting.
Auto postings / transaction modifiers
Transaction modifier rules, AKA auto posting rules, describe changes to
be applied automatically to certain matched transactions. Currently
just one kind of change is possible - adding extra postings, which we
call "automated postings" or just "auto postings". These rules become
active when you use the --auto flag.
Auto postings
"Automated postings" or "auto postings" are extra postings which get
added automatically to transactions which match certain queries, de-
fined by "auto posting rules", when you use the --auto flag.
A transaction modifier rule looks much like a normal transaction except
the first line is an equals sign followed by a query that matches cer-
tain postings (mnemonic: = suggests matching). And each "posting" is
actually a posting-generating rule:
An auto posting rule looks a bit like a transaction:
= QUERY
ACCOUNT AMOUNT
ACCOUNT [AMOUNT]
...
ACCOUNT [AMOUNT]
These posting-generating rules look like normal postings, except the
amount can be:
except the first line is an equals sign (mnemonic: = suggests match-
ing), followed by a query (which matches existing postings), and each
"posting" line describes a posting to be generated, and the posting
amounts can be:
o a normal amount with a commodity symbol, eg $2. This will be used
o a normal amount with a commodity symbol, eg $2. This will be used
as-is.
o a number, eg 2. The commodity symbol (if any) from the matched post-
ing will be added to this.
o a numeric multiplier, eg *2 (a star followed by a number N). The
o a numeric multiplier, eg *2 (a star followed by a number N). The
matched posting's amount (and total price, if any) will be multiplied
by N.
o a multiplier with a commodity symbol, eg *$2 (a star, number N, and
o a multiplier with a commodity symbol, eg *$2 (a star, number N, and
symbol S). The matched posting's amount will be multiplied by N, and
its commodity symbol will be replaced with S.
A query term containing spaces must be enclosed in single or double
quotes, as on the command line. Eg, note the quotes around the second
Any query term containing spaces must be enclosed in single or double
quotes, as on the command line. Eg, note the quotes around the second
query term below:
= expenses:groceries 'expenses:dining out'
(budget:funds:dining out) *-1
These rules have global effect - a rule appearing anywhere in your data
can potentially affect any transaction, including transactions recorded
above it or in another file.
Some examples:
; every time I buy food, schedule a dollar donation
@ -1389,36 +1385,41 @@ FILE FORMAT
assets:checking:gifts -$20
assets:checking $20
Auto postings and multiple files
An auto posting rule can affect any transaction in the current file, or
in any parent file or child file. Note, currently it will not affect
sibling files (when multiple -f/--file are used - see #1212).
Auto postings and dates
A posting date (or secondary date) in the matched posting, or (taking
precedence) a posting date in the auto posting rule itself, will also
A posting date (or secondary date) in the matched posting, or (taking
precedence) a posting date in the auto posting rule itself, will also
be used in the generated posting.
Auto postings and transaction balancing / inferred amounts / balance asser-
tions
Currently, transaction modifiers are applied / auto postings are added:
Currently, auto postings are added:
o after missing amounts are inferred, and transactions are checked for
o after missing amounts are inferred, and transactions are checked for
balancedness,
o but before balance assertions are checked.
Note this means that journal entries must be balanced both before and
Note this means that journal entries must be balanced both before and
after auto postings are added. This changed in hledger 1.12+; see #893
for background.
Auto posting tags
Postings added by transaction modifiers will have some extra tags:
Automated postings will have some extra tags:
o generated-posting:= QUERY - shows this was generated by an auto post-
ing rule, and the query
o _generated-posting:= QUERY - a hidden tag, which does not appear in
o _generated-posting:= QUERY - a hidden tag, which does not appear in
hledger's output. This can be used to match postings generated "just
now", rather than generated in the past and saved to the journal.
Also, any transaction that has been changed by transaction modifier
rules will have these tags added:
Also, any transaction that has been changed by auto posting rules will
have these tags added:
o modified: - this transaction was modified
@ -1428,7 +1429,7 @@ FILE FORMAT
REPORTING BUGS
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
or hledger mail list)
@ -1442,7 +1443,7 @@ COPYRIGHT
SEE ALSO
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
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)