doc: update description/payee/note docs (#598, #608)

This commit is contained in:
Simon Michael 2017-09-05 11:44:02 -07:00
parent 9501b43471
commit 079e76a370
16 changed files with 756 additions and 733 deletions

View File

@ -92,8 +92,8 @@ m4_define({{_inputoptions_}}, {{
`--anon` `--anon`
: anonymize accounts and payees : anonymize accounts and payees
`--pivot TAGNAME` `--pivot FIELDNAME`
: use some other field/tag for account names : use some other field or tag for the account name
`-I --ignore-assertions` `-I --ignore-assertions`
: ignore any failing balance assertions : ignore any failing balance assertions

View File

@ -77,7 +77,10 @@ This can be followed by any of the following, separated by spaces:
parentheses) parentheses)
.IP \[bu] 2 .IP \[bu] 2
(optional) a transaction description (any remaining text until end of (optional) a transaction description (any remaining text until end of
line) line or a semicolon)
.IP \[bu] 2
(optional) a transaction comment (any remaining text following a
semicolon until end of line)
.PP .PP
Then comes zero or more (but usually at least 2) indented lines Then comes zero or more (but usually at least 2) indented lines
representing... representing...
@ -300,6 +303,23 @@ With this scheme, you would use \f[C]\-PC\f[] to see the current balance
at your bank, \f[C]\-U\f[] to see things which will probably hit your at your bank, \f[C]\-U\f[] to see things which will probably hit your
bank soon (like uncashed checks), and no flags to see the most bank soon (like uncashed checks), and no flags to see the most
up\-to\-date state of your finances. up\-to\-date state of your finances.
.SS Description, payee and note
.PP
As mentioned, a transaction\[aq]s description is the rest of the line
following the date and status mark (or, the rest of line until a comment
begins).
Sometimes called the "narration" in traditional bookkeeping, it can be
used for whatever you wish, or left blank.
The description can be queried, unlike comments.
.PP
Including a \f[C]|\f[] (pipe) character in the description will
subdivide it into a payee/payer name (on the left) and additional notes
(on the right).
This is entirely optional, but it can allow more precise
.PD 0
.P
.PD
querying and pivoting.
.SS Account names .SS Account names
.PP .PP
Account names typically have several parts separated by a full colon, Account names typically have several parts separated by a full colon,
@ -797,24 +817,6 @@ For example, the following transaction has three tags (\f[C]A\f[],
.PP .PP
Tags are like Ledger\[aq]s metadata feature, except hledger\[aq]s tag Tags are like Ledger\[aq]s metadata feature, except hledger\[aq]s tag
values are simple strings. values are simple strings.
.SS Implicit tags
.PP
Some predefined "implicit" tags are also provided:
.IP \[bu] 2
\f[C]code\f[] \- the transaction\[aq]s code field
.IP \[bu] 2
\f[C]description\f[] \- the transaction\[aq]s description
.IP \[bu] 2
\f[C]payee\f[] \- the part of description before \f[C]|\f[], or all of
it
.IP \[bu] 2
\f[C]note\f[] \- the part of description after \f[C]|\f[], or all of it
.PP
\f[C]payee\f[] and \f[C]note\f[] support descriptions written in a
special \f[C]PAYEE\ |\ NOTE\f[] format, accessing the parts before and
after the pipe character respectively.
For descriptions not containing a pipe character they are the same as
\f[C]description\f[].
.SS Directives .SS Directives
.SS Account aliases .SS Account aliases
.PP .PP

View File

@ -71,6 +71,7 @@ File: hledger_journal.5.info, Node: FILE FORMAT, Next: EDITOR SUPPORT, Prev:
* Postings:: * Postings::
* Dates:: * Dates::
* Status:: * Status::
* Description payee and note::
* Account names:: * Account names::
* Amounts:: * Amounts::
* Virtual Postings:: * Virtual Postings::
@ -96,7 +97,9 @@ following, separated by spaces:
* (optional) a transaction code (any short number or text, enclosed * (optional) a transaction code (any short number or text, enclosed
in parentheses) in parentheses)
* (optional) a transaction description (any remaining text until end * (optional) a transaction description (any remaining text until end
of line) of line or a semicolon)
* (optional) a transaction comment (any remaining text following a
semicolon until end of line)
Then comes zero or more (but usually at least 2) indented lines Then comes zero or more (but usually at least 2) indented lines
representing... representing...
@ -231,7 +234,7 @@ characters in this way. With this syntax, DATE infers its year from the
transaction and DATE2 infers its year from DATE. transaction and DATE2 infers its year from DATE.
 
File: hledger_journal.5.info, Node: Status, Next: Account names, Prev: Dates, Up: FILE FORMAT File: hledger_journal.5.info, Node: Status, Next: Description payee and note, Prev: Dates, Up: FILE FORMAT
1.4 Status 1.4 Status
========== ==========
@ -281,9 +284,26 @@ your bank, '-U' to see things which will probably hit your bank soon
your finances. your finances.
 
File: hledger_journal.5.info, Node: Account names, Next: Amounts, Prev: Status, Up: FILE FORMAT File: hledger_journal.5.info, Node: Description payee and note, Next: Account names, Prev: Status, Up: FILE FORMAT
1.5 Account names 1.5 Description, payee and note
===============================
As mentioned, a transaction's description is the rest of the line
following the date and status mark (or, the rest of line until a comment
begins). Sometimes called the "narration" in traditional bookkeeping,
it can be used for whatever you wish, or left blank. The description
can be queried, unlike comments.
Including a '|' (pipe) character in the description will subdivide it
into a payee/payer name (on the left) and additional notes (on the
right). This is entirely optional, but it can allow more precise
querying and pivoting.

File: hledger_journal.5.info, Node: Account names, Next: Amounts, Prev: Description payee and note, Up: FILE FORMAT
1.6 Account names
================= =================
Account names typically have several parts separated by a full colon, Account names typically have several parts separated by a full colon,
@ -301,7 +321,7 @@ more spaces* (or newline).
 
File: hledger_journal.5.info, Node: Amounts, Next: Virtual Postings, Prev: Account names, Up: FILE FORMAT File: hledger_journal.5.info, Node: Amounts, Next: Virtual Postings, Prev: Account names, Up: FILE FORMAT
1.6 Amounts 1.7 Amounts
=========== ===========
After the account name, there is usually an amount. Important: between After the account name, there is usually an amount. Important: between
@ -356,7 +376,7 @@ format with a commodity directive.
 
File: hledger_journal.5.info, Node: Virtual Postings, Next: Balance Assertions, Prev: Amounts, Up: FILE FORMAT File: hledger_journal.5.info, Node: Virtual Postings, Next: Balance Assertions, Prev: Amounts, Up: FILE FORMAT
1.7 Virtual Postings 1.8 Virtual Postings
==================== ====================
When you parenthesise the account name in a posting, we call that a When you parenthesise the account name in a posting, we call that a
@ -391,7 +411,7 @@ is more correct and provides better error checking.
 
File: hledger_journal.5.info, Node: Balance Assertions, Next: Balance Assignments, Prev: Virtual Postings, Up: FILE FORMAT File: hledger_journal.5.info, Node: Balance Assertions, Next: Balance Assignments, Prev: Virtual Postings, Up: FILE FORMAT
1.8 Balance Assertions 1.9 Balance Assertions
====================== ======================
hledger supports Ledger-style balance assertions in journal files. hledger supports Ledger-style balance assertions in journal files.
@ -425,7 +445,7 @@ or for reading Ledger files.
 
File: hledger_journal.5.info, Node: Assertions and ordering, Next: Assertions and included files, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and ordering, Next: Assertions and included files, Up: Balance Assertions
1.8.1 Assertions and ordering 1.9.1 Assertions and ordering
----------------------------- -----------------------------
hledger sorts an account's postings and assertions first by date and hledger sorts an account's postings and assertions first by date and
@ -444,7 +464,7 @@ can assert intra-day balances.
 
File: hledger_journal.5.info, Node: Assertions and included files, Next: Assertions and multiple -f options, Prev: Assertions and ordering, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and included files, Next: Assertions and multiple -f options, Prev: Assertions and ordering, Up: Balance Assertions
1.8.2 Assertions and included files 1.9.2 Assertions and included files
----------------------------------- -----------------------------------
With included files, things are a little more complicated. Including With included files, things are a little more complicated. Including
@ -456,7 +476,7 @@ you'll have to put the assertion in the right file.
 
File: hledger_journal.5.info, Node: Assertions and multiple -f options, Next: Assertions and commodities, Prev: Assertions and included files, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and multiple -f options, Next: Assertions and commodities, Prev: Assertions and included files, Up: Balance Assertions
1.8.3 Assertions and multiple -f options 1.9.3 Assertions and multiple -f options
---------------------------------------- ----------------------------------------
Balance assertions don't work well across files specified with multiple Balance assertions don't work well across files specified with multiple
@ -465,7 +485,7 @@ Balance assertions don't work well across files specified with multiple
 
File: hledger_journal.5.info, Node: Assertions and commodities, Next: Assertions and subaccounts, Prev: Assertions and multiple -f options, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and commodities, Next: Assertions and subaccounts, Prev: Assertions and multiple -f options, Up: Balance Assertions
1.8.4 Assertions and commodities 1.9.4 Assertions and commodities
-------------------------------- --------------------------------
The asserted balance must be a simple single-commodity amount, and in The asserted balance must be a simple single-commodity amount, and in
@ -484,7 +504,7 @@ for this kind of total balance assertion if there's demand.)
 
File: hledger_journal.5.info, Node: Assertions and subaccounts, Next: Assertions and virtual postings, Prev: Assertions and commodities, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and subaccounts, Next: Assertions and virtual postings, Prev: Assertions and commodities, Up: Balance Assertions
1.8.5 Assertions and subaccounts 1.9.5 Assertions and subaccounts
-------------------------------- --------------------------------
Balance assertions do not count the balance from subaccounts; they check Balance assertions do not count the balance from subaccounts; they check
@ -507,7 +527,7 @@ $ hledger bal checking --flat
 
File: hledger_journal.5.info, Node: Assertions and virtual postings, Prev: Assertions and subaccounts, Up: Balance Assertions File: hledger_journal.5.info, Node: Assertions and virtual postings, Prev: Assertions and subaccounts, Up: Balance Assertions
1.8.6 Assertions and virtual postings 1.9.6 Assertions and virtual postings
------------------------------------- -------------------------------------
Balance assertions are checked against all postings, both real and Balance assertions are checked against all postings, both real and
@ -517,8 +537,8 @@ query.
 
File: hledger_journal.5.info, Node: Balance Assignments, Next: Prices, Prev: Balance Assertions, Up: FILE FORMAT File: hledger_journal.5.info, Node: Balance Assignments, Next: Prices, Prev: Balance Assertions, Up: FILE FORMAT
1.9 Balance Assignments 1.10 Balance Assignments
======================= ========================
Ledger-style balance assignments are also supported. These are like Ledger-style balance assignments are also supported. These are like
balance assertions, but with no posting amount on the left side of the balance assertions, but with no posting amount on the left side of the
@ -550,7 +570,7 @@ hledger or do the calculations yourself, instead of just reading it.
 
File: hledger_journal.5.info, Node: Prices, Next: Comments, Prev: Balance Assignments, Up: FILE FORMAT File: hledger_journal.5.info, Node: Prices, Next: Comments, Prev: Balance Assignments, Up: FILE FORMAT
1.10 Prices 1.11 Prices
=========== ===========
* Menu: * Menu:
@ -561,7 +581,7 @@ File: hledger_journal.5.info, Node: Prices, Next: Comments, Prev: Balance Ass
 
File: hledger_journal.5.info, Node: Transaction prices, Next: Market prices, Up: Prices File: hledger_journal.5.info, Node: Transaction prices, Next: Market prices, Up: Prices
1.10.1 Transaction prices 1.11.1 Transaction prices
------------------------- -------------------------
Within a transaction, you can note an amount's price in another Within a transaction, you can note an amount's price in another
@ -622,7 +642,7 @@ $ hledger bal -N --flat -B
 
File: hledger_journal.5.info, Node: Market prices, Prev: Transaction prices, Up: Prices File: hledger_journal.5.info, Node: Market prices, Prev: Transaction prices, Up: Prices
1.10.2 Market prices 1.11.2 Market prices
-------------------- --------------------
Market prices are not tied to a particular transaction; they represent Market prices are not tied to a particular transaction; they represent
@ -651,7 +671,7 @@ P 2010/1/1 € $1.40
 
File: hledger_journal.5.info, Node: Comments, Next: Tags, Prev: Prices, Up: FILE FORMAT File: hledger_journal.5.info, Node: Comments, Next: Tags, Prev: Prices, Up: FILE FORMAT
1.11 Comments 1.12 Comments
============= =============
Lines in the journal beginning with a semicolon (';') or hash ('#') or Lines in the journal beginning with a semicolon (';') or hash ('#') or
@ -691,7 +711,7 @@ end comment
 
File: hledger_journal.5.info, Node: Tags, Next: Directives, Prev: Comments, Up: FILE FORMAT File: hledger_journal.5.info, Node: Tags, Next: Directives, Prev: Comments, Up: FILE FORMAT
1.12 Tags 1.13 Tags
========= =========
Tags are a way to add extra labels or labelled data to postings and Tags are a way to add extra labels or labelled data to postings and
@ -730,32 +750,11 @@ example, the following transaction has three tags ('A', 'TAG2',
Tags are like Ledger's metadata feature, except hledger's tag values Tags are like Ledger's metadata feature, except hledger's tag values
are simple strings. are simple strings.
* Menu:
* Implicit tags::

File: hledger_journal.5.info, Node: Implicit tags, Up: Tags
1.12.1 Implicit tags
--------------------
Some predefined "implicit" tags are also provided:
* 'code' - the transaction's code field
* 'description' - the transaction's description
* 'payee' - the part of description before '|', or all of it
* 'note' - the part of description after '|', or all of it
'payee' and 'note' support descriptions written in a special 'PAYEE |
NOTE' format, accessing the parts before and after the pipe character
respectively. For descriptions not containing a pipe character they are
the same as 'description'.
 
File: hledger_journal.5.info, Node: Directives, Prev: Tags, Up: FILE FORMAT File: hledger_journal.5.info, Node: Directives, Prev: Tags, Up: FILE FORMAT
1.13 Directives 1.14 Directives
=============== ===============
* Menu: * Menu:
@ -772,7 +771,7 @@ File: hledger_journal.5.info, Node: Directives, Prev: Tags, Up: FILE FORMAT
 
File: hledger_journal.5.info, Node: Account aliases, Next: account directive, Up: Directives File: hledger_journal.5.info, Node: Account aliases, Next: account directive, Up: Directives
1.13.1 Account aliases 1.14.1 Account aliases
---------------------- ----------------------
You can define aliases which rewrite your account names (after reading You can define aliases which rewrite your account names (after reading
@ -797,7 +796,7 @@ be useful for:
 
File: hledger_journal.5.info, Node: Basic aliases, Next: Regex aliases, Up: Account aliases File: hledger_journal.5.info, Node: Basic aliases, Next: Regex aliases, Up: Account aliases
1.13.1.1 Basic aliases 1.14.1.1 Basic aliases
...................... ......................
To set an account alias, use the 'alias' directive in your journal file. To set an account alias, use the 'alias' directive in your journal file.
@ -820,7 +819,7 @@ alias checking = assets:bank:wells fargo:checking
 
File: hledger_journal.5.info, Node: Regex aliases, Next: Multiple aliases, Prev: Basic aliases, Up: Account aliases File: hledger_journal.5.info, Node: Regex aliases, Next: Multiple aliases, Prev: Basic aliases, Up: Account aliases
1.13.1.2 Regex aliases 1.14.1.2 Regex aliases
...................... ......................
There is also a more powerful variant that uses a regular expression, There is also a more powerful variant that uses a regular expression,
@ -843,7 +842,7 @@ alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
 
File: hledger_journal.5.info, Node: Multiple aliases, Next: end aliases, Prev: Regex aliases, Up: Account aliases File: hledger_journal.5.info, Node: Multiple aliases, Next: end aliases, Prev: Regex aliases, Up: Account aliases
1.13.1.3 Multiple aliases 1.14.1.3 Multiple aliases
......................... .........................
You can define as many aliases as you like using directives or You can define as many aliases as you like using directives or
@ -859,7 +858,7 @@ following order:
 
File: hledger_journal.5.info, Node: end aliases, Prev: Multiple aliases, Up: Account aliases File: hledger_journal.5.info, Node: end aliases, Prev: Multiple aliases, Up: Account aliases
1.13.1.4 end aliases 1.14.1.4 end aliases
.................... ....................
You can clear (forget) all currently defined aliases with the 'end You can clear (forget) all currently defined aliases with the 'end
@ -870,7 +869,7 @@ end aliases
 
File: hledger_journal.5.info, Node: account directive, Next: apply account directive, Prev: Account aliases, Up: Directives File: hledger_journal.5.info, Node: account directive, Next: apply account directive, Prev: Account aliases, Up: Directives
1.13.2 account directive 1.14.2 account directive
------------------------ ------------------------
The 'account' directive predefines account names, as in Ledger and The 'account' directive predefines account names, as in Ledger and
@ -891,7 +890,7 @@ account expenses:food
 
File: hledger_journal.5.info, Node: apply account directive, Next: Multi-line comments, Prev: account directive, Up: Directives File: hledger_journal.5.info, Node: apply account directive, Next: Multi-line comments, Prev: account directive, Up: Directives
1.13.3 apply account directive 1.14.3 apply account directive
------------------------------ ------------------------------
You can specify a parent account which will be prepended to all accounts You can specify a parent account which will be prepended to all accounts
@ -927,7 +926,7 @@ supported.
 
File: hledger_journal.5.info, Node: Multi-line comments, Next: commodity directive, Prev: apply account directive, Up: Directives File: hledger_journal.5.info, Node: Multi-line comments, Next: commodity directive, Prev: apply account directive, Up: Directives
1.13.4 Multi-line comments 1.14.4 Multi-line comments
-------------------------- --------------------------
A line containing just 'comment' starts a multi-line comment, and a line A line containing just 'comment' starts a multi-line comment, and a line
@ -936,7 +935,7 @@ containing just 'end comment' ends it. See comments.
 
File: hledger_journal.5.info, Node: commodity directive, Next: Default commodity, Prev: Multi-line comments, Up: Directives File: hledger_journal.5.info, Node: commodity directive, Next: Default commodity, Prev: Multi-line comments, Up: Directives
1.13.5 commodity directive 1.14.5 commodity directive
-------------------------- --------------------------
The 'commodity' directive predefines commodities (currently this is just The 'commodity' directive predefines commodities (currently this is just
@ -968,7 +967,7 @@ commodity INR
 
File: hledger_journal.5.info, Node: Default commodity, Next: Default year, Prev: commodity directive, Up: Directives File: hledger_journal.5.info, Node: Default commodity, Next: Default year, Prev: commodity directive, Up: Directives
1.13.6 Default commodity 1.14.6 Default commodity
------------------------ ------------------------
The D directive sets a default commodity (and display format), to be The D directive sets a default commodity (and display format), to be
@ -988,7 +987,7 @@ D $1,000.00
 
File: hledger_journal.5.info, Node: Default year, Next: Including other files, Prev: Default commodity, Up: Directives File: hledger_journal.5.info, Node: Default year, Next: Including other files, Prev: Default commodity, Up: Directives
1.13.7 Default year 1.14.7 Default year
------------------- -------------------
You can set a default year to be used for subsequent dates which don't You can set a default year to be used for subsequent dates which don't
@ -1014,7 +1013,7 @@ Y2010 ; change default year to 2010
 
File: hledger_journal.5.info, Node: Including other files, Prev: Default year, Up: Directives File: hledger_journal.5.info, Node: Including other files, Prev: Default year, Up: Directives
1.13.8 Including other files 1.14.8 Including other files
---------------------------- ----------------------------
You can pull in the content of additional journal files by writing an You can pull in the content of additional journal files by writing an
@ -1055,81 +1054,81 @@ Tag Table:
Node: Top78 Node: Top78
Node: FILE FORMAT2380 Node: FILE FORMAT2380
Ref: #file-format2506 Ref: #file-format2506
Node: Transactions2713 Node: Transactions2744
Ref: #transactions2836 Ref: #transactions2867
Node: Postings3401 Node: Postings3551
Ref: #postings3530 Ref: #postings3680
Node: Dates4525 Node: Dates4675
Ref: #dates4642 Ref: #dates4792
Node: Simple dates4707 Node: Simple dates4857
Ref: #simple-dates4835 Ref: #simple-dates4985
Node: Secondary dates5201 Node: Secondary dates5351
Ref: #secondary-dates5357 Ref: #secondary-dates5507
Node: Posting dates6920 Node: Posting dates7070
Ref: #posting-dates7051 Ref: #posting-dates7201
Node: Status8425 Node: Status8575
Ref: #status8549 Ref: #status8712
Node: Account names10263 Node: Description payee and note10426
Ref: #account-names10403 Ref: #description-payee-and-note10613
Node: Amounts10890 Node: Account names11157
Ref: #amounts11028 Ref: #account-names11317
Node: Virtual Postings13129 Node: Amounts11804
Ref: #virtual-postings13290 Ref: #amounts11942
Node: Balance Assertions14510 Node: Virtual Postings14043
Ref: #balance-assertions14687 Ref: #virtual-postings14204
Node: Assertions and ordering15583 Node: Balance Assertions15424
Ref: #assertions-and-ordering15771 Ref: #balance-assertions15601
Node: Assertions and included files16471 Node: Assertions and ordering16497
Ref: #assertions-and-included-files16714 Ref: #assertions-and-ordering16685
Node: Assertions and multiple -f options17047 Node: Assertions and included files17385
Ref: #assertions-and-multiple--f-options17303 Ref: #assertions-and-included-files17628
Node: Assertions and commodities17435 Node: Assertions and multiple -f options17961
Ref: #assertions-and-commodities17672 Ref: #assertions-and-multiple--f-options18217
Node: Assertions and subaccounts18368 Node: Assertions and commodities18349
Ref: #assertions-and-subaccounts18602 Ref: #assertions-and-commodities18586
Node: Assertions and virtual postings19123 Node: Assertions and subaccounts19282
Ref: #assertions-and-virtual-postings19332 Ref: #assertions-and-subaccounts19516
Node: Balance Assignments19474 Node: Assertions and virtual postings20037
Ref: #balance-assignments19643 Ref: #assertions-and-virtual-postings20246
Node: Prices20762 Node: Balance Assignments20388
Ref: #prices20897 Ref: #balance-assignments20559
Node: Transaction prices20948 Node: Prices21678
Ref: #transaction-prices21095 Ref: #prices21813
Node: Market prices23251 Node: Transaction prices21864
Ref: #market-prices23388 Ref: #transaction-prices22011
Node: Comments24348 Node: Market prices24167
Ref: #comments24472 Ref: #market-prices24304
Node: Tags25585 Node: Comments25264
Ref: #tags25705 Ref: #comments25388
Node: Implicit tags27134 Node: Tags26501
Ref: #implicit-tags27242 Ref: #tags26621
Node: Directives27759 Node: Directives28023
Ref: #directives27874 Ref: #directives28138
Node: Account aliases28067 Node: Account aliases28331
Ref: #account-aliases28213 Ref: #account-aliases28477
Node: Basic aliases28817 Node: Basic aliases29081
Ref: #basic-aliases28962 Ref: #basic-aliases29226
Node: Regex aliases29652 Node: Regex aliases29916
Ref: #regex-aliases29822 Ref: #regex-aliases30086
Node: Multiple aliases30537 Node: Multiple aliases30801
Ref: #multiple-aliases30711 Ref: #multiple-aliases30975
Node: end aliases31209 Node: end aliases31473
Ref: #end-aliases31351 Ref: #end-aliases31615
Node: account directive31452 Node: account directive31716
Ref: #account-directive31634 Ref: #account-directive31898
Node: apply account directive31930 Node: apply account directive32194
Ref: #apply-account-directive32128 Ref: #apply-account-directive32392
Node: Multi-line comments32787 Node: Multi-line comments33051
Ref: #multi-line-comments32979 Ref: #multi-line-comments33243
Node: commodity directive33107 Node: commodity directive33371
Ref: #commodity-directive33293 Ref: #commodity-directive33557
Node: Default commodity34165 Node: Default commodity34429
Ref: #default-commodity34340 Ref: #default-commodity34604
Node: Default year34877 Node: Default year35141
Ref: #default-year35044 Ref: #default-year35308
Node: Including other files35467 Node: Including other files35731
Ref: #including-other-files35626 Ref: #including-other-files35890
Node: EDITOR SUPPORT36023 Node: EDITOR SUPPORT36287
Ref: #editor-support36143 Ref: #editor-support36407
 
End Tag Table End Tag Table

View File

@ -75,7 +75,8 @@ This can be followed by any of the following, separated by spaces:
- (optional) a [status](#status) character (empty, `!`, or `*`) - (optional) a [status](#status) character (empty, `!`, or `*`)
- (optional) a transaction code (any short number or text, enclosed in parentheses) - (optional) a transaction code (any short number or text, enclosed in parentheses)
- (optional) a transaction description (any remaining text until end of line) - (optional) a transaction description (any remaining text until end of line or a semicolon)
- (optional) a transaction comment (any remaining text following a semicolon until end of line)
Then comes zero or more (but usually at least 2) indented lines representing... Then comes zero or more (but usually at least 2) indented lines representing...
@ -228,6 +229,18 @@ With this scheme, you would use
`-U` to see things which will probably hit your bank soon (like uncashed checks), `-U` to see things which will probably hit your bank soon (like uncashed checks),
and no flags to see the most up-to-date state of your finances. and no flags to see the most up-to-date state of your finances.
## Description, payee and note
As mentioned, a transaction's description is the rest of the line following the date and status mark
(or, the rest of line until a comment begins).
Sometimes called the "narration" in traditional bookkeeping, it can be used for whatever you wish,
or left blank. The description can be queried, unlike [comments](#comments).
Including a `|` (pipe) character in the description will subdivide it
into a payee/payer name (on the left) and additional notes (on the right).
This is entirely optional, but it can allow more precise
[querying](/hledger.html#queries) and [pivoting](/hledger.html#pivoting).
## Account names ## Account names
Account names typically have several parts separated by a full colon, from Account names typically have several parts separated by a full colon, from
@ -604,19 +617,6 @@ Tags are like Ledger's
[metadata](http://ledger-cli.org/3.0/doc/ledger3.html#Metadata) [metadata](http://ledger-cli.org/3.0/doc/ledger3.html#Metadata)
feature, except hledger's tag values are simple strings. feature, except hledger's tag values are simple strings.
### Implicit tags
Some predefined "implicit" tags are also provided:
- `code` - the transaction's code field
- `description` - the transaction's description
- `payee` - the part of description before `|`, or all of it
- `note` - the part of description after `|`, or all of it
`payee` and `note` support descriptions written in a special `PAYEE | NOTE` format,
accessing the parts before and after the pipe character respectively.
For descriptions not containing a pipe character they are the same as `description`.
## Directives ## Directives
### Account aliases ### Account aliases

View File

@ -68,7 +68,10 @@ FILE FORMAT
parentheses) parentheses)
o (optional) a transaction description (any remaining text until end of o (optional) a transaction description (any remaining text until end of
line) line or a semicolon)
o (optional) a transaction comment (any remaining text following a
semicolon until end of line)
Then comes zero or more (but usually at least 2) indented lines repre- Then comes zero or more (but usually at least 2) indented lines repre-
senting... senting...
@ -218,6 +221,18 @@ FILE FORMAT
uncashed checks), and no flags to see the most up-to-date state of your uncashed checks), and no flags to see the most up-to-date state of your
finances. finances.
Description, payee and note
As mentioned, a transaction's description is the rest of the line fol-
lowing the date and status mark (or, the rest of line until a comment
begins). Sometimes called the "narration" in traditional bookkeeping,
it can be used for whatever you wish, or left blank. The description
can be queried, unlike comments.
Including a | (pipe) character in the description will subdivide it
into a payee/payer name (on the left) and additional notes (on the
right). This is entirely optional, but it can allow more precise
querying and pivoting.
Account names Account names
Account names typically have several parts separated by a full colon, Account names typically have several parts separated by a full colon,
from which hledger derives a hierarchical chart of accounts. They can from which hledger derives a hierarchical chart of accounts. They can
@ -581,22 +596,6 @@ FILE FORMAT
Tags are like Ledger's metadata feature, except hledger's tag values Tags are like Ledger's metadata feature, except hledger's tag values
are simple strings. are simple strings.
Implicit tags
Some predefined "implicit" tags are also provided:
o code - the transaction's code field
o description - the transaction's description
o payee - the part of description before |, or all of it
o note - the part of description after |, or all of it
payee and note support descriptions written in a special PAYEE | NOTE
format, accessing the parts before and after the pipe character respec-
tively. For descriptions not containing a pipe character they are the
same as description.
Directives Directives
Account aliases Account aliases
You can define aliases which rewrite your account names (after reading You can define aliases which rewrite your account names (after reading
@ -809,8 +808,6 @@ EDITOR SUPPORT
ting-started ting-started
Sublime Text https://github.com/ledger/ledger/wiki/Using-Sub- Sublime Text https://github.com/ledger/ledger/wiki/Using-Sub-
lime-Text lime-Text
Textmate https://github.com/ledger/ledger/wiki/Using-Text- Textmate https://github.com/ledger/ledger/wiki/Using-Text-
Mate-2 Mate-2
Text Wrangler https://github.com/ledger/ledger/wiki/Edit- Text Wrangler https://github.com/ledger/ledger/wiki/Edit-

View File

@ -88,8 +88,8 @@ anonymize accounts and payees
.RS .RS
.RE .RE
.TP .TP
.B \f[C]\-\-pivot\ TAGNAME\f[] .B \f[C]\-\-pivot\ FIELDNAME\f[]
use some other field/tag for account names use some other field or tag for the account name
.RS .RS
.RE .RE
.TP .TP

View File

@ -67,9 +67,9 @@ the data.
'--anon' '--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot TAGNAME' '--pivot FIELDNAME'
use some other field/tag for account names use some other field or tag for the account name
'-I --ignore-assertions' '-I --ignore-assertions'
ignore any failing balance assertions ignore any failing balance assertions
@ -358,17 +358,17 @@ Tag Table:
Node: Top73 Node: Top73
Node: OPTIONS831 Node: OPTIONS831
Ref: #options930 Ref: #options930
Node: KEYS3479 Node: KEYS3487
Ref: #keys3576 Ref: #keys3584
Node: SCREENS6372 Node: SCREENS6380
Ref: #screens6459 Ref: #screens6467
Node: Accounts screen6549 Node: Accounts screen6557
Ref: #accounts-screen6679 Ref: #accounts-screen6687
Node: Register screen8909 Node: Register screen8917
Ref: #register-screen9066 Ref: #register-screen9074
Node: Transaction screen11140 Node: Transaction screen11148
Ref: #transaction-screen11300 Ref: #transaction-screen11308
Node: Error screen12170 Node: Error screen12178
Ref: #error-screen12294 Ref: #error-screen12302
 
End Tag Table End Tag Table

View File

@ -65,8 +65,8 @@ OPTIONS
--anon anonymize accounts and payees --anon anonymize accounts and payees
--pivot TAGNAME --pivot FIELDNAME
use some other field/tag for account names use some other field or tag for the account name
-I --ignore-assertions -I --ignore-assertions
ignore any failing balance assertions ignore any failing balance assertions

View File

@ -144,8 +144,8 @@ anonymize accounts and payees
.RS .RS
.RE .RE
.TP .TP
.B \f[C]\-\-pivot\ TAGNAME\f[] .B \f[C]\-\-pivot\ FIELDNAME\f[]
use some other field/tag for account names use some other field or tag for the account name
.RS .RS
.RE .RE
.TP .TP

View File

@ -112,9 +112,9 @@ options as shown above.
'--anon' '--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot TAGNAME' '--pivot FIELDNAME'
use some other field/tag for account names use some other field or tag for the account name
'-I --ignore-assertions' '-I --ignore-assertions'
ignore any failing balance assertions ignore any failing balance assertions

View File

@ -110,8 +110,8 @@ OPTIONS
--anon anonymize accounts and payees --anon anonymize accounts and payees
--pivot TAGNAME --pivot FIELDNAME
use some other field/tag for account names use some other field or tag for the account name
-I --ignore-assertions -I --ignore-assertions
ignore any failing balance assertions ignore any failing balance assertions

View File

@ -199,8 +199,8 @@ anonymize accounts and payees
.RS .RS
.RE .RE
.TP .TP
.B \f[C]\-\-pivot\ TAGNAME\f[] .B \f[C]\-\-pivot\ FIELDNAME\f[]
use some other field/tag for account names use some other field or tag for the account name
.RS .RS
.RE .RE
.TP .TP
@ -750,21 +750,17 @@ Use this when you want a summary with less detail.
.PP .PP
Normally hledger sums amounts, and organizes them in a hierarchy, based Normally hledger sums amounts, and organizes them in a hierarchy, based
on account name. on account name.
The \f[C]\-\-pivot\ TAGNAME\f[] option causes it to sum and organize The \f[C]\-\-pivot\ FIELD\f[] option causes it to sum and organize
hierarchy based on some other field instead. hierarchy based on the value of some other field instead.
.PP FIELD can be: \f[C]code\f[], \f[C]description\f[], \f[C]payee\f[],
TAGNAME is the full, case\-insensitive name of a tag you have defined, \f[C]note\f[], or the full name (case insensitive) of any tag.
or one of the built\-in implicit tags (like \f[C]code\f[] or As with account names, values containing \f[C]colon:separated:parts\f[]
\f[C]payee\f[]). will be displayed hierarchically in reports.
As with account names, when tag values have
\f[C]multiple:colon\-separated:parts\f[] hledger will build hierarchy,
displayed in tree\-mode reports, summarisable with a depth limit, and so
on.
.PP .PP
\f[C]\-\-pivot\f[] is a general option affecting all reports; you can \f[C]\-\-pivot\f[] is a general option affecting all reports; you can
think of hledger transforming the journal before any other processing, think of hledger transforming the journal before any other processing,
replacing every posting\[aq]s account name with the value of the replacing every posting\[aq]s account name with the value of the
specified tag on that posting, inheriting it from the transaction or specified field on that posting, inheriting it from the transaction or
using a blank value if it\[aq]s not present. using a blank value if it\[aq]s not present.
.PP .PP
An example: An example:
@ -1007,7 +1003,7 @@ quoting to hide it from the shell, so eg do:
.RE .RE
.TP .TP
.B \f[B]\f[C]desc:REGEX\f[]\f[] .B \f[B]\f[C]desc:REGEX\f[]\f[]
match transaction descriptions match transaction descriptions.
.RS .RS
.RE .RE
.TP .TP
@ -1031,6 +1027,18 @@ match (or display, depending on command) accounts at or above this depth
.RS .RS
.RE .RE
.TP .TP
.B \f[B]\f[C]note:REGEX\f[]\f[]
match transaction notes (part of description right of \f[C]|\f[], or
whole description when there\[aq]s no \f[C]|\f[])
.RS
.RE
.TP
.B \f[B]\f[C]payee:REGEX\f[]\f[]
match transaction payee/payer names (part of description left of
\f[C]|\f[], or whole description when there\[aq]s no \f[C]|\f[])
.RS
.RE
.TP
.B \f[B]\f[C]real:,\ real:0\f[]\f[] .B \f[B]\f[C]real:,\ real:0\f[]\f[]
match real or virtual postings respectively match real or virtual postings respectively
.RS .RS

View File

@ -167,9 +167,9 @@ different, like git.)
'--anon' '--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot TAGNAME' '--pivot FIELDNAME'
use some other field/tag for account names use some other field or tag for the account name
'-I --ignore-assertions' '-I --ignore-assertions'
ignore any failing balance assertions ignore any failing balance assertions
@ -507,20 +507,17 @@ File: hledger.1.info, Node: Pivoting, Next: Cost, Prev: Depth limiting, Up:
============= =============
Normally hledger sums amounts, and organizes them in a hierarchy, based Normally hledger sums amounts, and organizes them in a hierarchy, based
on account name. The '--pivot TAGNAME' option causes it to sum and on account name. The '--pivot FIELD' option causes it to sum and
organize hierarchy based on some other field instead. organize hierarchy based on the value of some other field instead.
FIELD can be: 'code', 'description', 'payee', 'note', or the full name
TAGNAME is the full, case-insensitive name of a tag you have defined, (case insensitive) of any tag. As with account names, values containing
or one of the built-in implicit tags (like 'code' or 'payee'). As with 'colon:separated:parts' will be displayed hierarchically in reports.
account names, when tag values have 'multiple:colon-separated:parts'
hledger will build hierarchy, displayed in tree-mode reports,
summarisable with a depth limit, and so on.
'--pivot' is a general option affecting all reports; you can think of '--pivot' is a general option affecting all reports; you can think of
hledger transforming the journal before any other processing, replacing hledger transforming the journal before any other processing, replacing
every posting's account name with the value of the specified tag on that every posting's account name with the value of the specified field on
posting, inheriting it from the transaction or using a blank value if that posting, inheriting it from the transaction or using a blank value
it's not present. if it's not present.
An example: An example:
@ -717,7 +714,7 @@ match (or negatively match)
print cur:'\$'' or 'hledger print cur:\\$'. print cur:'\$'' or 'hledger print cur:\\$'.
*'desc:REGEX'* *'desc:REGEX'*
match transaction descriptions match transaction descriptions.
*'date:PERIODEXPR'* *'date:PERIODEXPR'*
match dates within the specified period. PERIODEXPR is a period match dates within the specified period. PERIODEXPR is a period
@ -732,6 +729,14 @@ match (or negatively match)
match (or display, depending on command) accounts at or above this match (or display, depending on command) accounts at or above this
depth depth
*'note:REGEX'*
match transaction notes (part of description right of '|', or whole
description when there's no '|')
*'payee:REGEX'*
match transaction payee/payer names (part of description left of
'|', or whole description when there's no '|')
*'real:, real:0'* *'real:, real:0'*
match real or virtual postings respectively match real or virtual postings respectively
@ -2129,123 +2134,123 @@ Node: OPTIONS3640
Ref: #options3744 Ref: #options3744
Node: General options4025 Node: General options4025
Ref: #general-options4152 Ref: #general-options4152
Node: Command options6498 Node: Command options6506
Ref: #command-options6651 Ref: #command-options6659
Node: Command arguments7049 Node: Command arguments7057
Ref: #command-arguments7209 Ref: #command-arguments7217
Node: Special characters7330 Node: Special characters7338
Ref: #special-characters7488 Ref: #special-characters7496
Node: Input files8656 Node: Input files8664
Ref: #input-files8794 Ref: #input-files8802
Node: Smart dates10757 Node: Smart dates10765
Ref: #smart-dates10900 Ref: #smart-dates10908
Node: Report start & end date11879 Node: Report start & end date11887
Ref: #report-start-end-date12051 Ref: #report-start-end-date12059
Node: Report intervals13117 Node: Report intervals13125
Ref: #report-intervals13282 Ref: #report-intervals13290
Node: Period expressions13683 Node: Period expressions13691
Ref: #period-expressions13843 Ref: #period-expressions13851
Node: Depth limiting16183 Node: Depth limiting16191
Ref: #depth-limiting16329 Ref: #depth-limiting16337
Node: Pivoting16530 Node: Pivoting16538
Ref: #pivoting16650 Ref: #pivoting16658
Node: Cost18421 Node: Cost18334
Ref: #cost18531 Ref: #cost18444
Node: Market value18649 Node: Market value18562
Ref: #market-value18786 Ref: #market-value18699
Node: Regular expressions20086 Node: Regular expressions19999
Ref: #regular-expressions20224 Ref: #regular-expressions20137
Node: QUERIES21585 Node: QUERIES21498
Ref: #queries21689 Ref: #queries21602
Node: COMMANDS25354 Node: COMMANDS25534
Ref: #commands25468 Ref: #commands25648
Node: accounts26147 Node: accounts26327
Ref: #accounts26247 Ref: #accounts26427
Node: activity27229 Node: activity27409
Ref: #activity27341 Ref: #activity27521
Node: add27700 Node: add27880
Ref: #add27801 Ref: #add27981
Node: balance30459 Node: balance30639
Ref: #balance30572 Ref: #balance30752
Node: Flat mode33587 Node: Flat mode33767
Ref: #flat-mode33714 Ref: #flat-mode33894
Node: Depth limited balance reports34134 Node: Depth limited balance reports34314
Ref: #depth-limited-balance-reports34337 Ref: #depth-limited-balance-reports34517
Node: Multicolumn balance reports34757 Node: Multicolumn balance reports34937
Ref: #multicolumn-balance-reports34968 Ref: #multicolumn-balance-reports35148
Node: Custom balance output39616 Node: Custom balance output39796
Ref: #custom-balance-output39800 Ref: #custom-balance-output39980
Node: Colour support41893 Node: Colour support42073
Ref: #colour-support42054 Ref: #colour-support42234
Node: Output destination42227 Node: Output destination42407
Ref: #output-destination42385 Ref: #output-destination42565
Node: CSV output42655 Node: CSV output42835
Ref: #csv-output42774 Ref: #csv-output42954
Node: balancesheet43171 Node: balancesheet43351
Ref: #balancesheet43309 Ref: #balancesheet43489
Node: balancesheetequity45216 Node: balancesheetequity45396
Ref: #balancesheetequity45367 Ref: #balancesheetequity45547
Node: cashflow46156 Node: cashflow46336
Ref: #cashflow46279 Ref: #cashflow46459
Node: help48130 Node: help48310
Ref: #help48242 Ref: #help48422
Node: incomestatement49316 Node: incomestatement49496
Ref: #incomestatement49447 Ref: #incomestatement49627
Node: print51339 Node: print51519
Ref: #print51456 Ref: #print51636
Node: register55212 Node: register55392
Ref: #register55325 Ref: #register55505
Node: Custom register output59821 Node: Custom register output60001
Ref: #custom-register-output59952 Ref: #custom-register-output60132
Node: stats61249 Node: stats61429
Ref: #stats61355 Ref: #stats61535
Node: test62236 Node: test62416
Ref: #test62323 Ref: #test62503
Node: ADD-ON COMMANDS62691 Node: ADD-ON COMMANDS62871
Ref: #add-on-commands62803 Ref: #add-on-commands62983
Node: Official add-ons64090 Node: Official add-ons64270
Ref: #official-add-ons64232 Ref: #official-add-ons64412
Node: api64319 Node: api64499
Ref: #api64410 Ref: #api64590
Node: ui64462 Node: ui64642
Ref: #ui64563 Ref: #ui64743
Node: web64621 Node: web64801
Ref: #web64712 Ref: #web64892
Node: Third party add-ons64758 Node: Third party add-ons64938
Ref: #third-party-add-ons64935 Ref: #third-party-add-ons65115
Node: diff65070 Node: diff65250
Ref: #diff65169 Ref: #diff65349
Node: iadd65268 Node: iadd65448
Ref: #iadd65384 Ref: #iadd65564
Node: interest65467 Node: interest65647
Ref: #interest65590 Ref: #interest65770
Node: irr65685 Node: irr65865
Ref: #irr65785 Ref: #irr65965
Node: Experimental add-ons65863 Node: Experimental add-ons66043
Ref: #experimental-add-ons66017 Ref: #experimental-add-ons66197
Node: autosync66419 Node: autosync66599
Ref: #autosync66533 Ref: #autosync66713
Node: budget66772 Node: budget66952
Ref: #budget66896 Ref: #budget67076
Node: chart66962 Node: chart67142
Ref: #chart67081 Ref: #chart67261
Node: check67152 Node: check67332
Ref: #check67276 Ref: #check67456
Node: check-dates67343 Node: check-dates67523
Ref: #check-dates67485 Ref: #check-dates67665
Node: check-dupes67558 Node: check-dupes67738
Ref: #check-dupes67701 Ref: #check-dupes67881
Node: equity67778 Node: equity67958
Ref: #equity67906 Ref: #equity68086
Node: prices68025 Node: prices68205
Ref: #prices68154 Ref: #prices68334
Node: print-unique68209 Node: print-unique68389
Ref: #print-unique68358 Ref: #print-unique68538
Node: register-match68451 Node: register-match68631
Ref: #register-match68607 Ref: #register-match68787
Node: rewrite68705 Node: rewrite68885
Ref: #rewrite68839 Ref: #rewrite69019
Node: tags68917 Node: tags69097
Ref: #tags69022 Ref: #tags69202
 
End Tag Table End Tag Table

View File

@ -140,8 +140,8 @@ OPTIONS
--anon anonymize accounts and payees --anon anonymize accounts and payees
--pivot TAGNAME --pivot FIELDNAME
use some other field/tag for account names use some other field or tag for the account name
-I --ignore-assertions -I --ignore-assertions
ignore any failing balance assertions ignore any failing balance assertions
@ -460,18 +460,15 @@ OPTIONS
Pivoting Pivoting
Normally hledger sums amounts, and organizes them in a hierarchy, based Normally hledger sums amounts, and organizes them in a hierarchy, based
on account name. The --pivot TAGNAME option causes it to sum and orga- on account name. The --pivot FIELD option causes it to sum and orga-
nize hierarchy based on some other field instead. nize hierarchy based on the value of some other field instead. FIELD
can be: code, description, payee, note, or the full name (case insensi-
TAGNAME is the full, case-insensitive name of a tag you have defined, tive) of any tag. As with account names, values containing colon:sepa-
or one of the built-in implicit tags (like code or payee). As with rated:parts will be displayed hierarchically in reports.
account names, when tag values have multiple:colon-separated:parts
hledger will build hierarchy, displayed in tree-mode reports, summaris-
able with a depth limit, and so on.
--pivot is a general option affecting all reports; you can think of --pivot is a general option affecting all reports; you can think of
hledger transforming the journal before any other processing, replacing hledger transforming the journal before any other processing, replacing
every posting's account name with the value of the specified tag on every posting's account name with the value of the specified field on
that posting, inheriting it from the transaction or using a blank value that posting, inheriting it from the transaction or using a blank value
if it's not present. if it's not present.
@ -660,7 +657,7 @@ QUERIES
hledger print cur:'\$' or hledger print cur:\\$. hledger print cur:'\$' or hledger print cur:\\$.
desc:REGEX desc:REGEX
match transaction descriptions match transaction descriptions.
date:PERIODEXPR date:PERIODEXPR
match dates within the specified period. PERIODEXPR is a period match dates within the specified period. PERIODEXPR is a period
@ -676,6 +673,14 @@ QUERIES
match (or display, depending on command) accounts at or above match (or display, depending on command) accounts at or above
this depth this depth
note:REGEX
match transaction notes (part of description right of |, or
whole description when there's no |)
payee:REGEX
match transaction payee/payer names (part of description left of
|, or whole description when there's no |)
real:, real:0 real:, real:0
match real or virtual postings respectively match real or virtual postings respectively

View File

@ -265,16 +265,15 @@ tree, down to level N. Use this when you want a summary with less detail.
## Pivoting ## Pivoting
Normally hledger sums amounts, and organizes them in a hierarchy, based on account name. Normally hledger sums amounts, and organizes them in a hierarchy, based on account name.
The `--pivot TAGNAME` option causes it to sum and organize hierarchy based on some other field instead. The `--pivot FIELD` option causes it to sum and organize hierarchy based on the value of some other field instead.
FIELD can be:
TAGNAME is the full, case-insensitive name of a [tag](/journal.html#tags) you have defined, `code`, `description`, `payee`, `note`,
or one of the built-in implicit tags (like `code` or `payee`). or the full name (case insensitive) of any [tag](/journal.html#tags).
As with account names, when tag values have `multiple:colon-separated:parts` hledger will build hierarchy, As with account names, values containing `colon:separated:parts` will be displayed hierarchically in reports.
displayed in tree-mode reports, summarisable with a depth limit, and so on.
`--pivot` is a general option affecting all reports; you can think of hledger transforming `--pivot` is a general option affecting all reports; you can think of hledger transforming
the journal before any other processing, replacing every posting's account name with the journal before any other processing, replacing every posting's account name with
the value of the specified tag on that posting, inheriting it from the transaction the value of the specified field on that posting, inheriting it from the transaction
or using a blank value if it's not present. or using a blank value if it's not present.
An example: An example:

View File

@ -54,7 +54,7 @@ quoting to hide it from the shell, so eg do: `hledger print cur:'\$'`
or `hledger print cur:\\$`. or `hledger print cur:\\$`.
**`desc:REGEX`** **`desc:REGEX`**
: match transaction descriptions : match transaction [descriptions](/manual.html#description-payee-and-note).
**`date:PERIODEXPR`** **`date:PERIODEXPR`**
: match dates within the specified period. : match dates within the specified period.
@ -68,6 +68,14 @@ If the `--date2` command line flag is present, this matches [secondary dates](ma
**`depth:N`** **`depth:N`**
: match (or display, depending on command) accounts at or above this depth : match (or display, depending on command) accounts at or above this depth
**`note:REGEX`**
: match transaction [notes](/manual.html#description-payee-and-note)
(part of description right of `|`, or whole description when there's no `|`)
**`payee:REGEX`**
: match transaction [payee/payer names](/manual.html#description-payee-and-note)
(part of description left of `|`, or whole description when there's no `|`)
**`real:, real:0`** **`real:, real:0`**
: match real or virtual postings respectively : match real or virtual postings respectively