;doc: update manuals
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@ -337,19 +337,37 @@ Additional screen-specific keys are described below.
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.SH SCREENS
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.SS Menu screen
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.PP
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The top-most screen, currently with just one menu item and not shown by
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default.
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.SS Accounts screen
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The top-most screen.
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hledger-ui does not show this screen at startup, but you can press LEFT
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to navigate to it.
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From here you can navigate to three accounts screens:
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.SS All accounts screen
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.PP
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This screen shows all accounts (unless filtered by a query), and their
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current balances.
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It is like the \f[C]hledger balance\f[R] command.
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.SS Balance sheet accounts screen
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.PP
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This is the screen normally shown at startup.
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It shows asset, liability and equity accounts, if these can be detected
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(see account types).
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It always shows historical end balances on some date (not balance
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changes).
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It is like the \f[C]hledger balancesheetequity\f[R] command.
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.SS Income statement accounts screen
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.PP
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This screen shows revenue and expense accounts.
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It always shows balance changes in some period (not end balances).
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It is like the \f[C]hledger incomestatement\f[R] command.
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.PP
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All of these accounts screens work in much the same way:
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.PP
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They show accounts which have been posted to by transactions, as well as
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accounts which have been declared with an account directive (except for
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empty parent accounts).
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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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(including the balances of subaccounts).
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Accounts which have been declared with an account directive are also
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listed, even if not yet used (except for empty parent accounts).
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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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accounts, and the balances from matched transactions.
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.PP
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Account names are shown as a flat list by default; press \f[C]t\f[R] to
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toggle tree mode.
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@ -367,7 +385,7 @@ To remove the depth limit, set it higher than the maximum account depth,
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or press \f[C]ESCAPE\f[R].
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.PP
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\f[C]H\f[R] toggles between showing historical balances or period
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balances.
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balances (on the \[dq]All accounts\[dq] screen).
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Historical balances (the default) are ending balances at the end of the
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report period, taking into account all transactions before that date
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(filtered by the filter query if any), including transactions before the
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@ -392,8 +410,8 @@ all three, the filter is removed.)
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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[R] to view an account\[aq]s transactions register.
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Or, \f[C]LEFT\f[R] to see the menu screen.
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Press \f[C]RIGHT\f[R] to view an account\[aq]s register screen, Or,
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\f[C]LEFT\f[R] to see the menu screen.
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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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@ -460,25 +478,6 @@ They will vary depending on which account register you came from
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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 Balance sheet accounts screen
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.PP
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This is like the accounts screen except:
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.IP \[bu] 2
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it shows only asset, liability and equity accounts (see account types)
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.IP \[bu] 2
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it always shows historical end balances on some date (not balance
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changes).
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.PP
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It corresponds to the \f[C]hledger balancesheet\f[R] command.
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.SS Income statement accounts screen
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.PP
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Like the accounts screen except:
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.IP \[bu] 2
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it shows only revenue and expense accounts
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.IP \[bu] 2
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it always shows balance changes in some period (not end balances).
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.PP
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It corresponds to the \f[C]hledger incomestatement\f[R] command.
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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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@ -510,34 +509,31 @@ immediately without having to context switch.
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This leaves more mental bandwidth for your accounting.
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Of course you can still interact with hledger-ui when needed, eg to
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toggle cleared mode, or to explore the history.
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.SS Watch mode limitations
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.PP
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There are situations in which it won\[aq]t work, ie the display will not
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update when you save a change (because the underlying \f[C]inotify\f[R]
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library does not support it).
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Here are some that we know of:
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.IP \[bu] 2
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Certain editors: saving with \f[C]gedit\f[R], and perhaps any Gnome
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application, won\[aq]t be detected (#1617).
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Jetbrains IDEs, such as IDEA, also may not work (#911).
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.IP \[bu] 2
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Certain unusual filesystems might not be supported.
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(All the usual ones on unix, mac and windows are supported.)
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Here are some current limitations to be aware of:
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.PP
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In such cases, the workaround is to switch to the hledger-ui window and
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press \f[C]g\f[R] each time you want it to reload.
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(Actually, see #1617 for another workaround, and let us know if it works
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for you.)
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Changes might not be detected with certain editors, possibly including
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Jetbrains IDEs, \f[C]gedit\f[R], other Gnome applications; or on certain
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unusual filesystems.
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(#1617, #911).
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To work around, reload manually by pressing \f[C]g\f[R] in the
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hledger-ui window.
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(Or see #1617 for another workaround, and let us know if it works for
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you.)
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.PP
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If you leave \f[C]hledger-ui --watch\f[R] running for days, on certain
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platforms (?), perhaps with many transactions in your journal (?),
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perhaps with large numbers of other files present (?), you may see it
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gradually using more and more memory and CPU over time, as seen in
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\f[C]top\f[R] or Activity Monitor or Task Manager.
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CPU and memory usage can sometimes gradually increase, if
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\f[C]hledger-ui --watch\f[R] is left running for days.
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(Possibly correlated with certain platforms, many transactions, and/or
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large numbers of other files present).
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To work around, \f[C]q\f[R]uit and restart it, or (where supported)
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suspend (\f[C]CTRL-z\f[R]) and restart it (\f[C]fg\f[R]).
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.SS Debug output
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.PP
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A workaround is to \f[C]q\f[R]uit and restart it, or to suspend it
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(\f[C]CTRL-z\f[R]) and restart it (\f[C]fg\f[R]) if your shell supports
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that.
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You can add \f[C]--debug[=N]\f[R] to the command line to log debug
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output.
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This will be logged to the file \f[C]hledger-ui.log\f[R] in the current
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directory.
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N ranges from 1 (least output, the default) to 9 (maximum output).
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.SH ENVIRONMENT
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.PP
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\f[B]COLUMNS\f[R] The screen width to use.
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@ -355,35 +355,61 @@ File: hledger-ui.info, Node: SCREENS, Next: TIPS, Prev: KEYS, Up: Top
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* Menu:
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* Menu screen::
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* Accounts screen::
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* Register screen::
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* Transaction screen::
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* All accounts screen::
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* Balance sheet accounts screen::
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* Income statement accounts screen::
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* Register screen::
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* Transaction screen::
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* Error screen::
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File: hledger-ui.info, Node: Menu screen, Next: Accounts screen, Up: SCREENS
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File: hledger-ui.info, Node: Menu screen, Next: All accounts screen, Up: SCREENS
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4.1 Menu screen
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===============
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The top-most screen, currently with just one menu item and not shown by
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default.
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The top-most screen. hledger-ui does not show this screen at startup,
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but you can press LEFT to navigate to it. From here you can navigate to
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three accounts screens:
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File: hledger-ui.info, Node: Accounts screen, Next: Register screen, Prev: Menu screen, Up: SCREENS
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File: hledger-ui.info, Node: All accounts screen, Next: Balance sheet accounts screen, Prev: Menu screen, Up: SCREENS
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4.2 Accounts screen
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===================
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4.2 All accounts screen
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=======================
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This is normally the first screen displayed. It lists accounts and
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their balances, like hledger's balance command. By default, it shows
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all accounts and their latest ending balances (including the balances of
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subaccounts). Accounts which have been declared with an account
|
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directive are also listed, even if not yet used (except for empty parent
|
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accounts). If you specify a query on the command line, it shows just
|
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the matched accounts and the balances from matched transactions.
|
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This screen shows all accounts (unless filtered by a query), and their
|
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current balances. It is like the 'hledger balance' command.
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File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income statement accounts screen, Prev: All accounts screen, Up: SCREENS
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4.3 Balance sheet accounts screen
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=================================
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This is the screen normally shown at startup. It shows asset, liability
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and equity accounts, if these can be detected (see account types). It
|
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always shows historical end balances on some date (not balance changes).
|
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It is like the 'hledger balancesheetequity' command.
|
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File: hledger-ui.info, Node: Income statement accounts screen, Next: Register screen, Prev: Balance sheet accounts screen, Up: SCREENS
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4.4 Income statement accounts screen
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====================================
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This screen shows revenue and expense accounts. It always shows balance
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changes in some period (not end balances). It is like the 'hledger
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incomestatement' command.
|
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|
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All of these accounts screens work in much the same way:
|
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|
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They show accounts which have been posted to by transactions, as well
|
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as accounts which have been declared with an account directive (except
|
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for empty parent accounts).
|
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|
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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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Account names are shown as a flat list by default; press 't' to
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toggle tree mode. In list mode, account balances are exclusive of
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@ -397,15 +423,16 @@ limit. Or use '-' to decrease and '+'/'=' to increase the 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 'ESCAPE'.
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'H' toggles between showing historical balances or period balances.
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Historical balances (the default) are ending balances at the end of the
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report period, taking into account all transactions before that date
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(filtered by the filter query if any), including transactions before the
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start of the report period. In other words, historical balances are
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what you would see on a bank statement for that account (unless
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disturbed by a filter query). Period balances ignore transactions
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before the report start date, so they show the change in balance during
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the report period. They are more useful eg when viewing a time log.
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'H' toggles between showing historical balances or period balances
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(on the "All accounts" screen). Historical balances (the default) are
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ending balances at the end of the report period, taking into account all
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transactions before that date (filtered by the filter query if any),
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including transactions before the start of the report period. In other
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words, historical balances are what you would see on a bank statement
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for that account (unless disturbed by a filter query). Period balances
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ignore transactions before the report start date, so they show the
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change in balance during the report period. They are more useful eg
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when viewing a time log.
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'U' toggles filtering by unmarked status, including or excluding
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unmarked postings in the balances. Similarly, 'P' toggles pending
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@ -420,13 +447,13 @@ is removed.)
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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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Press 'RIGHT' to view an account's transactions register. Or, 'LEFT'
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to see the menu screen.
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Press 'RIGHT' to view an account's register screen, Or, 'LEFT' to see
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the menu screen.
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File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS
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File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Income statement accounts screen, Up: SCREENS
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4.3 Register screen
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4.5 Register screen
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===================
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This screen shows the transactions affecting a particular account, like
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@ -470,9 +497,9 @@ command-line hledger).
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Press 'RIGHT' to view the selected transaction in detail.
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File: hledger-ui.info, Node: Transaction screen, Next: Balance sheet accounts screen, Prev: Register screen, Up: SCREENS
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File: hledger-ui.info, Node: Transaction screen, Next: Error screen, Prev: Register screen, Up: SCREENS
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4.4 Transaction screen
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4.6 Transaction screen
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======================
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This screen shows a single transaction, as a general journal entry,
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@ -494,35 +521,7 @@ unfiltered journal, which is a more stable id (at least until the next
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reload).
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File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income statement accounts screen, Prev: Transaction screen, Up: SCREENS
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4.5 Balance sheet accounts screen
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=================================
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This is like the accounts screen except:
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* it shows only asset, liability and equity accounts (see account
|
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types)
|
||||
* it always shows historical end balances on some date (not balance
|
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changes).
|
||||
|
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It corresponds to the 'hledger balancesheet' command.
|
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|
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File: hledger-ui.info, Node: Income statement accounts screen, Next: Error screen, Prev: Balance sheet accounts screen, Up: SCREENS
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4.6 Income statement accounts screen
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====================================
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Like the accounts screen except:
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* it shows only revenue and expense accounts
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* it always shows balance changes in some period (not end balances).
|
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|
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It corresponds to the 'hledger incomestatement' command.
|
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|
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File: hledger-ui.info, Node: Error screen, Prev: Income statement accounts screen, Up: SCREENS
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File: hledger-ui.info, Node: Error screen, Prev: Transaction screen, Up: SCREENS
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4.7 Error screen
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================
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@ -541,10 +540,10 @@ File: hledger-ui.info, Node: TIPS, Next: ENVIRONMENT, Prev: SCREENS, Up: Top
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* Menu:
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* Watch mode::
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* Watch mode limitations::
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* Debug output::
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File: hledger-ui.info, Node: Watch mode, Next: Watch mode limitations, Up: TIPS
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File: hledger-ui.info, Node: Watch mode, Next: Debug output, Up: TIPS
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5.1 Watch mode
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==============
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@ -566,35 +565,29 @@ bandwidth for your accounting. Of course you can still interact with
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hledger-ui when needed, eg to toggle cleared mode, or to explore the
|
||||
history.
|
||||
|
||||
|
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File: hledger-ui.info, Node: Watch mode limitations, Prev: Watch mode, Up: TIPS
|
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Here are some current limitations to be aware of:
|
||||
|
||||
5.2 Watch mode limitations
|
||||
==========================
|
||||
|
||||
There are situations in which it won't work, ie the display will not
|
||||
update when you save a change (because the underlying 'inotify' library
|
||||
does not support it). Here are some that we know of:
|
||||
|
||||
* Certain editors: saving with 'gedit', and perhaps any Gnome
|
||||
application, won't be detected (#1617). Jetbrains IDEs, such as
|
||||
IDEA, also may not work (#911).
|
||||
|
||||
* Certain unusual filesystems might not be supported. (All the usual
|
||||
ones on unix, mac and windows are supported.)
|
||||
|
||||
In such cases, the workaround is to switch to the hledger-ui window
|
||||
and press 'g' each time you want it to reload. (Actually, see #1617 for
|
||||
Changes might not be detected with certain editors, possibly
|
||||
including Jetbrains IDEs, 'gedit', other Gnome applications; or on
|
||||
certain unusual filesystems. (#1617, #911). To work around, reload
|
||||
manually by pressing 'g' in the hledger-ui window. (Or see #1617 for
|
||||
another workaround, and let us know if it works for you.)
|
||||
|
||||
If you leave 'hledger-ui --watch' running for days, on certain
|
||||
platforms (?), perhaps with many transactions in your journal (?),
|
||||
perhaps with large numbers of other files present (?), you may see it
|
||||
gradually using more and more memory and CPU over time, as seen in 'top'
|
||||
or Activity Monitor or Task Manager.
|
||||
CPU and memory usage can sometimes gradually increase, if 'hledger-ui
|
||||
--watch' is left running for days. (Possibly correlated with certain
|
||||
platforms, many transactions, and/or large numbers of other files
|
||||
present). To work around, 'q'uit and restart it, or (where supported)
|
||||
suspend ('CTRL-z') and restart it ('fg').
|
||||
|
||||
A workaround is to 'q'uit and restart it, or to suspend it ('CTRL-z')
|
||||
and restart it ('fg') if your shell supports that.
|
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|
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File: hledger-ui.info, Node: Debug output, Prev: Watch mode, Up: TIPS
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|
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5.2 Debug output
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================
|
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|
||||
You can add '--debug[=N]' to the command line to log debug output. This
|
||||
will be logged to the file 'hledger-ui.log' in the current directory. N
|
||||
ranges from 1 (least output, the default) to 9 (maximum output).
|
||||
|
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|
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File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top
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@ -689,32 +682,32 @@ Node: KEYS7014
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Ref: #keys7107
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Node: SCREENS11193
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Ref: #screens11291
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Node: Menu screen11468
|
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Ref: #menu-screen11584
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Node: Accounts screen11666
|
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Ref: #accounts-screen11814
|
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Node: Register screen14189
|
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Ref: #register-screen14344
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Node: Transaction screen16328
|
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Ref: #transaction-screen16503
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Node: Balance sheet accounts screen17373
|
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Ref: #balance-sheet-accounts-screen17587
|
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Node: Income statement accounts screen17855
|
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Ref: #income-statement-accounts-screen18069
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Node: Error screen18285
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Ref: #error-screen18421
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Node: TIPS18665
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Ref: #tips18764
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Node: Watch mode18816
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Ref: #watch-mode18933
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Node: Watch mode limitations19683
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Ref: #watch-mode-limitations19824
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Node: ENVIRONMENT20960
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Ref: #environment21071
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Node: FILES22456
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Ref: #files22555
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Node: BUGS22768
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Ref: #bugs22845
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Node: Menu screen11472
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Ref: #menu-screen11592
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Node: All accounts screen11761
|
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Ref: #all-accounts-screen11935
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Node: Balance sheet accounts screen12068
|
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Ref: #balance-sheet-accounts-screen12283
|
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Node: Income statement accounts screen12554
|
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Ref: #income-statement-accounts-screen12771
|
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Node: Register screen15216
|
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Ref: #register-screen15388
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Node: Transaction screen17372
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Ref: #transaction-screen17530
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Node: Error screen18400
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Ref: #error-screen18522
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Node: TIPS18766
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Ref: #tips18865
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Node: Watch mode18907
|
||||
Ref: #watch-mode19014
|
||||
Node: Debug output20470
|
||||
Ref: #debug-output20581
|
||||
Node: ENVIRONMENT20793
|
||||
Ref: #environment20904
|
||||
Node: FILES22289
|
||||
Ref: #files22388
|
||||
Node: BUGS22601
|
||||
Ref: #bugs22678
|
||||
|
||||
End Tag Table
|
||||
|
||||
|
||||
@ -309,17 +309,33 @@ KEYS
|
||||
|
||||
SCREENS
|
||||
Menu screen
|
||||
The top-most screen, currently with just one menu item and not shown by
|
||||
default.
|
||||
The top-most screen. hledger-ui does not show this screen at startup,
|
||||
but you can press LEFT to navigate to it. From here you can navigate
|
||||
to three accounts 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). Accounts which have been declared with an account
|
||||
directive are also listed, even if not yet used (except for empty par-
|
||||
ent accounts). If you specify a query on the command line, it shows
|
||||
just the matched accounts and the balances from matched transactions.
|
||||
All accounts screen
|
||||
This screen shows all accounts (unless filtered by a query), and their
|
||||
current balances. It is like the hledger balance command.
|
||||
|
||||
Balance sheet accounts screen
|
||||
This is the screen normally shown at startup. It shows asset, liabil-
|
||||
ity and equity accounts, if these can be detected (see account types).
|
||||
It always shows historical end balances on some date (not balance
|
||||
changes). It is like the hledger balancesheetequity command.
|
||||
|
||||
Income statement accounts screen
|
||||
This screen shows revenue and expense accounts. It always shows bal-
|
||||
ance changes in some period (not end balances). It is like the hledger
|
||||
incomestatement command.
|
||||
|
||||
All of these accounts screens work in much the same way:
|
||||
|
||||
They show accounts which have been posted to by transactions, as well
|
||||
as accounts which have been declared with an account directive (except
|
||||
for empty parent accounts).
|
||||
|
||||
If you specify a query on the command line, it shows just the matched
|
||||
accounts, and the balances from matched transactions.
|
||||
|
||||
Account names are shown as a flat list by default; press t to toggle
|
||||
tree mode. In list mode, account balances are exclusive of subac-
|
||||
@ -333,158 +349,133 @@ SCREENS
|
||||
depth limit, set it higher than the maximum account depth, or press
|
||||
ESCAPE.
|
||||
|
||||
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.
|
||||
H toggles between showing historical balances or period balances (on
|
||||
the "All accounts" screen). Historical balances (the default) are end-
|
||||
ing balances at the end of the report period, taking into account all
|
||||
transactions before that date (filtered by the filter query if any),
|
||||
including transactions before the start of the report period. In other
|
||||
words, historical balances are what you would see on a bank statement
|
||||
for that account (unless disturbed by a filter query). Period balances
|
||||
ignore transactions before the report start date, so they show the
|
||||
change in balance during the report period. They are more useful eg
|
||||
when viewing a time log.
|
||||
|
||||
U toggles filtering by unmarked status, including or excluding unmarked
|
||||
postings in the balances. Similarly, P toggles pending postings, and C
|
||||
toggles cleared postings. (By default, balances include all postings;
|
||||
if you activate one or two status filters, only those postings are
|
||||
toggles cleared postings. (By default, balances include all postings;
|
||||
if you activate one or two status filters, only those postings are
|
||||
included; and if you activate all three, the filter is removed.)
|
||||
|
||||
R toggles real mode, in which virtual postings 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
|
||||
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 to view an account's transactions register. Or, LEFT to
|
||||
see the menu screen.
|
||||
Press RIGHT to view an account's register screen, Or, LEFT to see the
|
||||
menu screen.
|
||||
|
||||
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
|
||||
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
|
||||
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
|
||||
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
|
||||
a filter query, it will be the running historical balance you would
|
||||
see on a bank register for the current account.
|
||||
|
||||
Transactions affecting this account's subaccounts will be included in
|
||||
Transactions affecting this account's subaccounts will be included in
|
||||
the register if the accounts screen is in tree mode, or if it's in list
|
||||
mode but this account has subaccounts which are not shown due to a
|
||||
depth limit. In other words, the register always shows the transac-
|
||||
tions contributing to the balance shown on the accounts screen. Tree
|
||||
mode but this account has subaccounts which are not shown due to a
|
||||
depth limit. In other words, the register always shows the transac-
|
||||
tions contributing to the balance shown on the accounts screen. Tree
|
||||
mode/list mode can be toggled with t here also.
|
||||
|
||||
U toggles filtering by unmarked status, showing or hiding unmarked
|
||||
U toggles filtering by unmarked status, showing or hiding unmarked
|
||||
transactions. Similarly, P toggles pending transactions, and C toggles
|
||||
cleared transactions. (By default, transactions with all statuses are
|
||||
shown; if you activate one or two status filters, only those transac-
|
||||
cleared transactions. (By default, transactions with all statuses are
|
||||
shown; if you activate one or two status filters, only those transac-
|
||||
tions are shown; and if you activate all three, the filter is removed.)
|
||||
|
||||
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-
|
||||
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 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-
|
||||
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
|
||||
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
|
||||
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).
|
||||
|
||||
Balance sheet accounts screen
|
||||
This is like the accounts screen except:
|
||||
|
||||
o it shows only asset, liability and equity accounts (see account
|
||||
types)
|
||||
|
||||
o it always shows historical end balances on some date (not balance
|
||||
changes).
|
||||
|
||||
It corresponds to the hledger balancesheet command.
|
||||
|
||||
Income statement accounts screen
|
||||
Like the accounts screen except:
|
||||
|
||||
o it shows only revenue and expense accounts
|
||||
|
||||
o it always shows balance changes in some period (not end balances).
|
||||
|
||||
It corresponds to the hledger incomestatement command.
|
||||
|
||||
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
|
||||
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.)
|
||||
|
||||
TIPS
|
||||
Watch mode
|
||||
One of hledger-ui's best features is the auto-reloading -w/--watch
|
||||
mode. With this flag, it will update the display automatically when-
|
||||
One of hledger-ui's best features is the auto-reloading -w/--watch
|
||||
mode. With this flag, it will update the display automatically when-
|
||||
ever changes are saved to the data files.
|
||||
|
||||
This is very useful when reconciling. A good workflow is to have your
|
||||
bank's online register open in a browser window, for reference; the
|
||||
journal file open in an editor window; and hledger-ui in watch mode in
|
||||
This is very useful when reconciling. A good workflow is to have your
|
||||
bank's online register open in a browser window, for reference; the
|
||||
journal file open in an editor window; and hledger-ui in watch mode in
|
||||
a terminal window, eg:
|
||||
|
||||
$ hledger-ui --watch --register checking -C
|
||||
|
||||
As you mark things cleared in the editor, you can see the effect imme-
|
||||
diately without having to context switch. This leaves more mental
|
||||
bandwidth for your accounting. Of course you can still interact with
|
||||
hledger-ui when needed, eg to toggle cleared mode, or to explore the
|
||||
As you mark things cleared in the editor, you can see the effect imme-
|
||||
diately without having to context switch. This leaves more mental
|
||||
bandwidth for your accounting. Of course you can still interact with
|
||||
hledger-ui when needed, eg to toggle cleared mode, or to explore the
|
||||
history.
|
||||
|
||||
Watch mode limitations
|
||||
There are situations in which it won't work, ie the display will not
|
||||
update when you save a change (because the underlying inotify library
|
||||
does not support it). Here are some that we know of:
|
||||
Here are some current limitations to be aware of:
|
||||
|
||||
o Certain editors: saving with gedit, and perhaps any Gnome applica-
|
||||
tion, won't be detected (#1617). Jetbrains IDEs, such as IDEA, also
|
||||
may not work (#911).
|
||||
Changes might not be detected with certain editors, possibly including
|
||||
Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual
|
||||
filesystems. (#1617, #911). To work around, reload manually by press-
|
||||
ing g in the hledger-ui window. (Or see #1617 for another workaround,
|
||||
and let us know if it works for you.)
|
||||
|
||||
o Certain unusual filesystems might not be supported. (All the usual
|
||||
ones on unix, mac and windows are supported.)
|
||||
CPU and memory usage can sometimes gradually increase, if hledger-ui
|
||||
--watch is left running for days. (Possibly correlated with certain
|
||||
platforms, many transactions, and/or large numbers of other files
|
||||
present). To work around, quit and restart it, or (where supported)
|
||||
suspend (CTRL-z) and restart it (fg).
|
||||
|
||||
In such cases, the workaround is to switch to the hledger-ui window and
|
||||
press g each time you want it to reload. (Actually, see #1617 for
|
||||
another workaround, and let us know if it works for you.)
|
||||
|
||||
If you leave hledger-ui --watch running for days, on certain platforms
|
||||
(?), perhaps with many transactions in your journal (?), perhaps with
|
||||
large numbers of other files present (?), you may see it gradually
|
||||
using more and more memory and CPU over time, as seen in top or Activ-
|
||||
ity Monitor or Task Manager.
|
||||
|
||||
A workaround is to quit and restart it, or to suspend it (CTRL-z) and
|
||||
restart it (fg) if your shell supports that.
|
||||
Debug output
|
||||
You can add --debug[=N] to the command line to log debug output. This
|
||||
will be logged to the file hledger-ui.log in the current directory. N
|
||||
ranges from 1 (least output, the default) to 9 (maximum output).
|
||||
|
||||
ENVIRONMENT
|
||||
COLUMNS The screen width to use. Default: the full terminal width.
|
||||
@ -493,17 +484,17 @@ ENVIRONMENT
|
||||
|
||||
On unix computers, the default value is: ~/.hledger.journal.
|
||||
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
a symbolic link to YYYY.journal.
|
||||
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
your shell's startup files (eg ~/.profile):
|
||||
|
||||
export LEDGER_FILE=~/finance/current.journal`
|
||||
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
variables, that will also affect applications started from the GUI (eg,
|
||||
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
|
||||
entry like:
|
||||
@ -514,24 +505,24 @@ ENVIRONMENT
|
||||
|
||||
For this to take effect you might need to killall Dock, or reboot.
|
||||
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
trator, and if this persists across a reboot):
|
||||
|
||||
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal"
|
||||
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
load/help/path.html.
|
||||
|
||||
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
|
||||
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-
|
||||
The need to precede options with -- when invoked from hledger is awk-
|
||||
ward.
|
||||
|
||||
-f- doesn't work (hledger-ui can't read from stdin).
|
||||
@ -539,13 +530,13 @@ BUGS
|
||||
-V affects only the accounts screen.
|
||||
|
||||
When you press g, the current and all previous screens are regenerated,
|
||||
which may cause a noticeable pause with large files. Also there is no
|
||||
which may cause a noticeable pause with large files. Also there is no
|
||||
visual indication that this is in progress.
|
||||
|
||||
--watch is not yet fully robust. It works well for normal usage, but
|
||||
many file changes in a short time (eg saving the file thousands of
|
||||
times with an editor macro) can cause problems at least on OSX. Symp-
|
||||
toms include: unresponsive UI, periodic resetting of the cursor posi-
|
||||
--watch is not yet fully robust. It works well for normal usage, but
|
||||
many file changes in a short time (eg saving the file thousands of
|
||||
times with an editor macro) can cause problems at least on OSX. Symp-
|
||||
toms include: unresponsive UI, periodic resetting of the cursor posi-
|
||||
tion, momentary display of parse errors, high CPU usage eventually sub-
|
||||
siding, and possibly a small but persistent build-up of CPU usage until
|
||||
the program is restarted.
|
||||
@ -556,7 +547,7 @@ BUGS
|
||||
|
||||
|
||||
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)
|
||||
|
||||
|
||||
|
||||
@ -586,6 +586,22 @@ This should add a new entry to your journal:
|
||||
$ curl http://127.0.0.1:5000/add -X PUT -H \[aq]Content-Type: application/json\[aq] --data-binary \[at]txn.json
|
||||
\f[R]
|
||||
.fi
|
||||
.SH DEBUG OUTPUT
|
||||
.SS Debug output
|
||||
.PP
|
||||
You can add \f[C]--debug[=N]\f[R] to the command line to log debug
|
||||
output.
|
||||
N ranges from 1 (least output, the default) to 9 (maximum output).
|
||||
Typically you would start with 1 and increase until you are seeing
|
||||
enough.
|
||||
Debug output goes to stderr, interleaved with the requests logged on
|
||||
stdout.
|
||||
To capture debug output in a log file instead, you can usually redirect
|
||||
stderr, eg:
|
||||
.PD 0
|
||||
.P
|
||||
.PD
|
||||
\f[C]hledger-web --debug=3 2>hledger-web.log\f[R].
|
||||
.SH ENVIRONMENT
|
||||
.PP
|
||||
\f[B]LEDGER_FILE\f[R] The journal file path when not specified with
|
||||
|
||||
@ -62,6 +62,7 @@ requests to stdout.
|
||||
* EDITING UPLOADING DOWNLOADING::
|
||||
* RELOADING::
|
||||
* JSON API::
|
||||
* DEBUG OUTPUT::
|
||||
* ENVIRONMENT::
|
||||
* FILES::
|
||||
* BUGS::
|
||||
@ -382,7 +383,7 @@ file has been fixed.
|
||||
sure that both machine clocks are roughly in step.)
|
||||
|
||||
|
||||
File: hledger-web.info, Node: JSON API, Next: ENVIRONMENT, Prev: RELOADING, Up: Top
|
||||
File: hledger-web.info, Node: JSON API, Next: DEBUG OUTPUT, Prev: RELOADING, Up: Top
|
||||
|
||||
5 JSON API
|
||||
**********
|
||||
@ -566,9 +567,33 @@ entry to your journal:
|
||||
$ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
|
||||
|
||||
|
||||
File: hledger-web.info, Node: ENVIRONMENT, Next: FILES, Prev: JSON API, Up: Top
|
||||
File: hledger-web.info, Node: DEBUG OUTPUT, Next: ENVIRONMENT, Prev: JSON API, Up: Top
|
||||
|
||||
6 ENVIRONMENT
|
||||
6 DEBUG OUTPUT
|
||||
**************
|
||||
|
||||
* Menu:
|
||||
|
||||
* Debug output::
|
||||
|
||||
|
||||
File: hledger-web.info, Node: Debug output, Up: DEBUG OUTPUT
|
||||
|
||||
6.1 Debug output
|
||||
================
|
||||
|
||||
You can add '--debug[=N]' to the command line to log debug output. N
|
||||
ranges from 1 (least output, the default) to 9 (maximum output).
|
||||
Typically you would start with 1 and increase until you are seeing
|
||||
enough. Debug output goes to stderr, interleaved with the requests
|
||||
logged on stdout. To capture debug output in a log file instead, you
|
||||
can usually redirect stderr, eg:
|
||||
'hledger-web --debug=3 2>hledger-web.log'.
|
||||
|
||||
|
||||
File: hledger-web.info, Node: ENVIRONMENT, Next: FILES, Prev: DEBUG OUTPUT, Up: Top
|
||||
|
||||
7 ENVIRONMENT
|
||||
*************
|
||||
|
||||
*LEDGER_FILE* The journal file path when not specified with '-f'.
|
||||
@ -609,7 +634,7 @@ https://www.java.com/en/download/help/path.html.
|
||||
|
||||
File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
|
||||
|
||||
7 FILES
|
||||
8 FILES
|
||||
*******
|
||||
|
||||
Reads data from one or more files in hledger journal, timeclock,
|
||||
@ -620,7 +645,7 @@ timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
|
||||
|
||||
File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top
|
||||
|
||||
8 BUGS
|
||||
9 BUGS
|
||||
******
|
||||
|
||||
The need to precede options with '--' when invoked from hledger is
|
||||
@ -637,22 +662,26 @@ awkward.
|
||||
|
||||
Tag Table:
|
||||
Node: Top223
|
||||
Node: OPTIONS2419
|
||||
Ref: #options2524
|
||||
Node: PERMISSIONS9923
|
||||
Ref: #permissions10062
|
||||
Node: EDITING UPLOADING DOWNLOADING11274
|
||||
Ref: #editing-uploading-downloading11455
|
||||
Node: RELOADING12289
|
||||
Ref: #reloading12423
|
||||
Node: JSON API12856
|
||||
Ref: #json-api12970
|
||||
Node: ENVIRONMENT18460
|
||||
Ref: #environment18576
|
||||
Node: FILES19887
|
||||
Ref: #files19987
|
||||
Node: BUGS20200
|
||||
Ref: #bugs20278
|
||||
Node: OPTIONS2436
|
||||
Ref: #options2541
|
||||
Node: PERMISSIONS9940
|
||||
Ref: #permissions10079
|
||||
Node: EDITING UPLOADING DOWNLOADING11291
|
||||
Ref: #editing-uploading-downloading11472
|
||||
Node: RELOADING12306
|
||||
Ref: #reloading12440
|
||||
Node: JSON API12873
|
||||
Ref: #json-api12988
|
||||
Node: DEBUG OUTPUT18478
|
||||
Ref: #debug-output18603
|
||||
Node: Debug output18630
|
||||
Ref: #debug-output-118731
|
||||
Node: ENVIRONMENT19148
|
||||
Ref: #environment19268
|
||||
Node: FILES20579
|
||||
Ref: #files20679
|
||||
Node: BUGS20892
|
||||
Ref: #bugs20970
|
||||
|
||||
End Tag Table
|
||||
|
||||
|
||||
@ -517,22 +517,32 @@ JSON API
|
||||
|
||||
$ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
|
||||
|
||||
DEBUG OUTPUT
|
||||
Debug output
|
||||
You can add --debug[=N] to the command line to log debug output. N
|
||||
ranges from 1 (least output, the default) to 9 (maximum output). Typi-
|
||||
cally you would start with 1 and increase until you are seeing enough.
|
||||
Debug output goes to stderr, interleaved with the requests logged on
|
||||
stdout. To capture debug output in a log file instead, you can usually
|
||||
redirect stderr, eg:
|
||||
hledger-web --debug=3 2>hledger-web.log.
|
||||
|
||||
ENVIRONMENT
|
||||
LEDGER_FILE The journal file path when not specified with -f.
|
||||
|
||||
On unix computers, the default value is: ~/.hledger.journal.
|
||||
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
A more typical value is something like ~/finance/YYYY.journal, where
|
||||
~/finance is a version-controlled finance directory and YYYY is the
|
||||
current year. Or, ~/finance/current.journal, where current.journal is
|
||||
a symbolic link to YYYY.journal.
|
||||
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
The usual way to set this permanently is to add a command to one of
|
||||
your shell's startup files (eg ~/.profile):
|
||||
|
||||
export LEDGER_FILE=~/finance/current.journal`
|
||||
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
On some Mac computers, there is a more thorough way to set environment
|
||||
variables, that will also affect applications started from the GUI (eg,
|
||||
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
|
||||
entry like:
|
||||
@ -543,24 +553,24 @@ ENVIRONMENT
|
||||
|
||||
For this to take effect you might need to killall Dock, or reboot.
|
||||
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
On Windows computers, the default value is probably C:\Users\YOUR-
|
||||
NAME\.hledger.journal. You can change this by running a command like
|
||||
this in a powershell window (let us know if you need to be an Adminis-
|
||||
trator, and if this persists across a reboot):
|
||||
|
||||
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal"
|
||||
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
Or, change it in settings: see https://www.java.com/en/down-
|
||||
load/help/path.html.
|
||||
|
||||
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
|
||||
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-
|
||||
The need to precede options with -- when invoked from hledger is awk-
|
||||
ward.
|
||||
|
||||
-f- doesn't work (hledger-web can't read from stdin).
|
||||
@ -574,7 +584,7 @@ BUGS
|
||||
|
||||
|
||||
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)
|
||||
|
||||
|
||||
|
||||
Loading…
Reference in New Issue
Block a user