;doc: update manuals

This commit is contained in:
Simon Michael 2022-11-06 09:39:22 -10:00
parent b0966adc93
commit 1de60dd0c2
6 changed files with 360 additions and 325 deletions

View File

@ -337,19 +337,37 @@ Additional screen-specific keys are described below.
.SH SCREENS .SH SCREENS
.SS Menu screen .SS Menu screen
.PP .PP
The top-most screen, currently with just one menu item and not shown by The top-most screen.
default. hledger-ui does not show this screen at startup, but you can press LEFT
.SS Accounts screen to navigate to it.
From here you can navigate to three accounts screens:
.SS All accounts screen
.PP
This screen shows all accounts (unless filtered by a query), and their
current balances.
It is like the \f[C]hledger balance\f[R] command.
.SS Balance sheet accounts screen
.PP
This is the screen normally shown at startup.
It shows asset, liability 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 \f[C]hledger balancesheetequity\f[R] command.
.SS Income statement accounts screen
.PP
This screen shows revenue and expense accounts.
It always shows balance changes in some period (not end balances).
It is like the \f[C]hledger incomestatement\f[R] command.
.PP
All of these accounts screens work in much the same way:
.PP
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).
.PP .PP
This is normally the first screen displayed.
It lists accounts and their balances, like hledger\[aq]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 parent accounts).
If you specify a query on the command line, it shows just the matched If you specify a query on the command line, it shows just the matched
accounts and the balances from matched transactions. accounts, and the balances from matched transactions.
.PP .PP
Account names are shown as a flat list by default; press \f[C]t\f[R] to Account names are shown as a flat list by default; press \f[C]t\f[R] to
toggle tree mode. toggle tree mode.
@ -367,7 +385,7 @@ To remove the depth limit, set it higher than the maximum account depth,
or press \f[C]ESCAPE\f[R]. or press \f[C]ESCAPE\f[R].
.PP .PP
\f[C]H\f[R] toggles between showing historical balances or period \f[C]H\f[R] toggles between showing historical balances or period
balances. balances (on the \[dq]All accounts\[dq] screen).
Historical balances (the default) are ending balances at the end of the Historical balances (the default) are ending balances at the end of the
report period, taking into account all transactions before that date report period, taking into account all transactions before that date
(filtered by the filter query if any), including transactions before the (filtered by the filter query if any), including transactions before the
@ -392,8 +410,8 @@ all three, the filter is removed.)
balances are shown (hledger-ui shows zero items by default, unlike balances are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
.PP .PP
Press \f[C]RIGHT\f[R] to view an account\[aq]s transactions register. Press \f[C]RIGHT\f[R] to view an account\[aq]s register screen, Or,
Or, \f[C]LEFT\f[R] to see the menu screen. \f[C]LEFT\f[R] to see the menu screen.
.SS Register screen .SS Register screen
.PP .PP
This screen shows the transactions affecting a particular account, like This screen shows the transactions affecting a particular account, like
@ -460,25 +478,6 @@ They will vary depending on which account register you came from
The #N number preceding them is the transaction\[aq]s position within The #N number preceding them is the transaction\[aq]s position within
the complete unfiltered journal, which is a more stable id (at least the complete unfiltered journal, which is a more stable id (at least
until the next reload). until the next reload).
.SS Balance sheet accounts screen
.PP
This is like the accounts screen except:
.IP \[bu] 2
it shows only asset, liability and equity accounts (see account types)
.IP \[bu] 2
it always shows historical end balances on some date (not balance
changes).
.PP
It corresponds to the \f[C]hledger balancesheet\f[R] command.
.SS Income statement accounts screen
.PP
Like the accounts screen except:
.IP \[bu] 2
it shows only revenue and expense accounts
.IP \[bu] 2
it always shows balance changes in some period (not end balances).
.PP
It corresponds to the \f[C]hledger incomestatement\f[R] command.
.SS Error screen .SS Error screen
.PP .PP
This screen will appear if there is a problem, such as a parse error, This screen will appear if there is a problem, such as a parse error,
@ -510,34 +509,31 @@ immediately without having to context switch.
This leaves more mental bandwidth for your accounting. This leaves more mental bandwidth for your accounting.
Of course you can still interact with hledger-ui when needed, eg to Of course you can still interact with hledger-ui when needed, eg to
toggle cleared mode, or to explore the history. toggle cleared mode, or to explore the history.
.SS Watch mode limitations
.PP .PP
There are situations in which it won\[aq]t work, ie the display will not Here are some current limitations to be aware of:
update when you save a change (because the underlying \f[C]inotify\f[R]
library does not support it).
Here are some that we know of:
.IP \[bu] 2
Certain editors: saving with \f[C]gedit\f[R], and perhaps any Gnome
application, won\[aq]t be detected (#1617).
Jetbrains IDEs, such as IDEA, also may not work (#911).
.IP \[bu] 2
Certain unusual filesystems might not be supported.
(All the usual ones on unix, mac and windows are supported.)
.PP .PP
In such cases, the workaround is to switch to the hledger-ui window and Changes might not be detected with certain editors, possibly including
press \f[C]g\f[R] each time you want it to reload. Jetbrains IDEs, \f[C]gedit\f[R], other Gnome applications; or on certain
(Actually, see #1617 for another workaround, and let us know if it works unusual filesystems.
for you.) (#1617, #911).
To work around, reload manually by pressing \f[C]g\f[R] in the
hledger-ui window.
(Or see #1617 for another workaround, and let us know if it works for
you.)
.PP .PP
If you leave \f[C]hledger-ui --watch\f[R] running for days, on certain CPU and memory usage can sometimes gradually increase, if
platforms (?), perhaps with many transactions in your journal (?), \f[C]hledger-ui --watch\f[R] is left running for days.
perhaps with large numbers of other files present (?), you may see it (Possibly correlated with certain platforms, many transactions, and/or
gradually using more and more memory and CPU over time, as seen in large numbers of other files present).
\f[C]top\f[R] or Activity Monitor or Task Manager. To work around, \f[C]q\f[R]uit and restart it, or (where supported)
suspend (\f[C]CTRL-z\f[R]) and restart it (\f[C]fg\f[R]).
.SS Debug output
.PP .PP
A workaround is to \f[C]q\f[R]uit and restart it, or to suspend it You can add \f[C]--debug[=N]\f[R] to the command line to log debug
(\f[C]CTRL-z\f[R]) and restart it (\f[C]fg\f[R]) if your shell supports output.
that. This will be logged to the file \f[C]hledger-ui.log\f[R] in the current
directory.
N ranges from 1 (least output, the default) to 9 (maximum output).
.SH ENVIRONMENT .SH ENVIRONMENT
.PP .PP
\f[B]COLUMNS\f[R] The screen width to use. \f[B]COLUMNS\f[R] The screen width to use.

View File

@ -355,35 +355,61 @@ File: hledger-ui.info, Node: SCREENS, Next: TIPS, Prev: KEYS, Up: Top
* Menu: * Menu:
* Menu screen:: * Menu screen::
* Accounts screen:: * All accounts screen::
* Register screen::
* Transaction screen::
* Balance sheet accounts screen:: * Balance sheet accounts screen::
* Income statement accounts screen:: * Income statement accounts screen::
* Register screen::
* Transaction screen::
* Error screen:: * Error screen::
 
File: hledger-ui.info, Node: Menu screen, Next: Accounts screen, Up: SCREENS File: hledger-ui.info, Node: Menu screen, Next: All accounts screen, Up: SCREENS
4.1 Menu screen 4.1 Menu screen
=============== ===============
The top-most screen, currently with just one menu item and not shown by The top-most screen. hledger-ui does not show this screen at startup,
default. but you can press LEFT to navigate to it. From here you can navigate to
three accounts screens:
 
File: hledger-ui.info, Node: Accounts screen, Next: Register screen, Prev: Menu screen, Up: SCREENS File: hledger-ui.info, Node: All accounts screen, Next: Balance sheet accounts screen, Prev: Menu screen, Up: SCREENS
4.2 Accounts screen 4.2 All accounts screen
=================== =======================
This is normally the first screen displayed. It lists accounts and This screen shows all accounts (unless filtered by a query), and their
their balances, like hledger's balance command. By default, it shows current balances. It is like the 'hledger balance' command.
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 parent File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income statement accounts screen, Prev: All accounts screen, Up: SCREENS
accounts). If you specify a query on the command line, it shows just
the matched accounts and the balances from matched transactions. 4.3 Balance sheet accounts screen
=================================
This is the screen normally shown at startup. It shows asset, liability
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.

File: hledger-ui.info, Node: Income statement accounts screen, Next: Register screen, Prev: Balance sheet accounts screen, Up: SCREENS
4.4 Income statement accounts screen
====================================
This screen shows revenue and expense accounts. It always shows balance
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 Account names are shown as a flat list by default; press 't' to
toggle tree mode. In list mode, account balances are exclusive of toggle tree mode. In list mode, account balances are exclusive of
@ -397,15 +423,16 @@ limit. Or use '-' to decrease and '+'/'=' to increase the depth limit.
To remove the depth limit, set it higher than the maximum account depth, To remove the depth limit, set it higher than the maximum account depth,
or press 'ESCAPE'. or press 'ESCAPE'.
'H' toggles between showing historical balances or period balances. 'H' toggles between showing historical balances or period balances
Historical balances (the default) are ending balances at the end of the (on the "All accounts" screen). Historical balances (the default) are
report period, taking into account all transactions before that date ending balances at the end of the report period, taking into account all
(filtered by the filter query if any), including transactions before the transactions before that date (filtered by the filter query if any),
start of the report period. In other words, historical balances are including transactions before the start of the report period. In other
what you would see on a bank statement for that account (unless words, historical balances are what you would see on a bank statement
disturbed by a filter query). Period balances ignore transactions for that account (unless disturbed by a filter query). Period balances
before the report start date, so they show the change in balance during ignore transactions before the report start date, so they show the
the report period. They are more useful eg when viewing a time log. 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 'U' toggles filtering by unmarked status, including or excluding
unmarked postings in the balances. Similarly, 'P' toggles pending unmarked postings in the balances. Similarly, 'P' toggles pending
@ -420,13 +447,13 @@ is removed.)
balances are shown (hledger-ui shows zero items by default, unlike balances are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
Press 'RIGHT' to view an account's transactions register. Or, 'LEFT' Press 'RIGHT' to view an account's register screen, Or, 'LEFT' to see
to see the menu screen. the menu screen.
 
File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Income statement accounts screen, Up: SCREENS
4.3 Register screen 4.5 Register screen
=================== ===================
This screen shows the transactions affecting a particular account, like This screen shows the transactions affecting a particular account, like
@ -470,9 +497,9 @@ command-line hledger).
Press 'RIGHT' to view the selected transaction in detail. Press 'RIGHT' to view the selected transaction in detail.
 
File: hledger-ui.info, Node: Transaction screen, Next: Balance sheet accounts screen, Prev: Register screen, Up: SCREENS File: hledger-ui.info, Node: Transaction screen, Next: Error screen, Prev: Register screen, Up: SCREENS
4.4 Transaction screen 4.6 Transaction screen
====================== ======================
This screen shows a single transaction, as a general journal entry, This screen shows a single transaction, as a general journal entry,
@ -494,35 +521,7 @@ unfiltered journal, which is a more stable id (at least until the next
reload). reload).
 
File: hledger-ui.info, Node: Balance sheet accounts screen, Next: Income statement accounts screen, Prev: Transaction screen, Up: SCREENS File: hledger-ui.info, Node: Error screen, Prev: Transaction screen, Up: SCREENS
4.5 Balance sheet accounts screen
=================================
This is like the accounts screen except:
* it shows only asset, liability and equity accounts (see account
types)
* it always shows historical end balances on some date (not balance
changes).
It corresponds to the 'hledger balancesheet' command.

File: hledger-ui.info, Node: Income statement accounts screen, Next: Error screen, Prev: Balance sheet accounts screen, Up: SCREENS
4.6 Income statement accounts screen
====================================
Like the accounts screen except:
* it shows only revenue and expense accounts
* it always shows balance changes in some period (not end balances).
It corresponds to the 'hledger incomestatement' command.

File: hledger-ui.info, Node: Error screen, Prev: Income statement accounts screen, Up: SCREENS
4.7 Error screen 4.7 Error screen
================ ================
@ -541,10 +540,10 @@ File: hledger-ui.info, Node: TIPS, Next: ENVIRONMENT, Prev: SCREENS, Up: Top
* Menu: * Menu:
* Watch mode:: * Watch mode::
* Watch mode limitations:: * Debug output::
 
File: hledger-ui.info, Node: Watch mode, Next: Watch mode limitations, Up: TIPS File: hledger-ui.info, Node: Watch mode, Next: Debug output, Up: TIPS
5.1 Watch mode 5.1 Watch mode
============== ==============
@ -566,35 +565,29 @@ bandwidth for your accounting. Of course you can still interact with
hledger-ui when needed, eg to toggle cleared mode, or to explore the hledger-ui when needed, eg to toggle cleared mode, or to explore the
history. history.
 Here are some current limitations to be aware of:
File: hledger-ui.info, Node: Watch mode limitations, Prev: Watch mode, Up: TIPS
5.2 Watch mode limitations 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
There are situations in which it won't work, ie the display will not manually by pressing 'g' in the hledger-ui window. (Or see #1617 for
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
another workaround, and let us know if it works for you.) another workaround, and let us know if it works for you.)
If you leave 'hledger-ui --watch' running for days, on certain CPU and memory usage can sometimes gradually increase, if 'hledger-ui
platforms (?), perhaps with many transactions in your journal (?), --watch' is left running for days. (Possibly correlated with certain
perhaps with large numbers of other files present (?), you may see it platforms, many transactions, and/or large numbers of other files
gradually using more and more memory and CPU over time, as seen in 'top' present). To work around, 'q'uit and restart it, or (where supported)
or Activity Monitor or Task Manager. 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. File: hledger-ui.info, Node: Debug output, Prev: Watch mode, Up: TIPS
5.2 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).
 
File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: TIPS, Up: Top
@ -689,32 +682,32 @@ Node: KEYS7014
Ref: #keys7107 Ref: #keys7107
Node: SCREENS11193 Node: SCREENS11193
Ref: #screens11291 Ref: #screens11291
Node: Menu screen11468 Node: Menu screen11472
Ref: #menu-screen11584 Ref: #menu-screen11592
Node: Accounts screen11666 Node: All accounts screen11761
Ref: #accounts-screen11814 Ref: #all-accounts-screen11935
Node: Register screen14189 Node: Balance sheet accounts screen12068
Ref: #register-screen14344 Ref: #balance-sheet-accounts-screen12283
Node: Transaction screen16328 Node: Income statement accounts screen12554
Ref: #transaction-screen16503 Ref: #income-statement-accounts-screen12771
Node: Balance sheet accounts screen17373 Node: Register screen15216
Ref: #balance-sheet-accounts-screen17587 Ref: #register-screen15388
Node: Income statement accounts screen17855 Node: Transaction screen17372
Ref: #income-statement-accounts-screen18069 Ref: #transaction-screen17530
Node: Error screen18285 Node: Error screen18400
Ref: #error-screen18421 Ref: #error-screen18522
Node: TIPS18665 Node: TIPS18766
Ref: #tips18764 Ref: #tips18865
Node: Watch mode18816 Node: Watch mode18907
Ref: #watch-mode18933 Ref: #watch-mode19014
Node: Watch mode limitations19683 Node: Debug output20470
Ref: #watch-mode-limitations19824 Ref: #debug-output20581
Node: ENVIRONMENT20960 Node: ENVIRONMENT20793
Ref: #environment21071 Ref: #environment20904
Node: FILES22456 Node: FILES22289
Ref: #files22555 Ref: #files22388
Node: BUGS22768 Node: BUGS22601
Ref: #bugs22845 Ref: #bugs22678
 
End Tag Table End Tag Table

View File

@ -309,17 +309,33 @@ KEYS
SCREENS SCREENS
Menu screen Menu screen
The top-most screen, currently with just one menu item and not shown by The top-most screen. hledger-ui does not show this screen at startup,
default. but you can press LEFT to navigate to it. From here you can navigate
to three accounts screens:
Accounts screen All accounts screen
This is normally the first screen displayed. It lists accounts and This screen shows all accounts (unless filtered by a query), and their
their balances, like hledger's balance command. By default, it shows current balances. It is like the hledger balance command.
all accounts and their latest ending balances (including the balances
of subaccounts). Accounts which have been declared with an account Balance sheet accounts screen
directive are also listed, even if not yet used (except for empty par- This is the screen normally shown at startup. It shows asset, liabil-
ent accounts). If you specify a query on the command line, it shows ity and equity accounts, if these can be detected (see account types).
just the matched accounts and the balances from matched transactions. 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 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- 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 depth limit, set it higher than the maximum account depth, or press
ESCAPE. ESCAPE.
H toggles between showing historical balances or period balances. His- H toggles between showing historical balances or period balances (on
torical balances (the default) are ending balances at the end of the the "All accounts" screen). Historical balances (the default) are end-
report period, taking into account all transactions before that date ing balances at the end of the report period, taking into account all
(filtered by the filter query if any), including transactions before transactions before that date (filtered by the filter query if any),
the start of the report period. In other words, historical balances including transactions before the start of the report period. In other
are what you would see on a bank statement for that account (unless words, historical balances are what you would see on a bank statement
disturbed by a filter query). Period balances ignore transactions for that account (unless disturbed by a filter query). Period balances
before the report start date, so they show the change in balance during ignore transactions before the report start date, so they show the
the report period. They are more useful eg when viewing a time log. 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 U toggles filtering by unmarked status, including or excluding unmarked
postings in the balances. Similarly, P toggles pending postings, and C postings in the balances. Similarly, P toggles pending postings, and C
toggles cleared postings. (By default, balances include all postings; toggles cleared postings. (By default, balances include all postings;
if you activate one or two status filters, only those postings are if you activate one or two status filters, only those postings are
included; and if you activate all three, the filter is removed.) included; and if you activate all three, the filter is removed.)
R toggles real mode, in which virtual postings are ignored. R toggles real mode, in which virtual postings are ignored.
z toggles nonzero mode, in which only accounts with nonzero balances z toggles nonzero mode, in which only accounts with nonzero balances
are shown (hledger-ui shows zero items by default, unlike command-line are shown (hledger-ui shows zero items by default, unlike command-line
hledger). hledger).
Press RIGHT to view an account's transactions register. Or, LEFT to Press RIGHT to view an account's register screen, Or, LEFT to see the
see the menu screen. menu screen.
Register screen Register screen
This screen shows the transactions affecting a particular account, like This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows: a check register. Each line represents one transaction and shows:
o the other account(s) involved, in abbreviated form. (If there are o the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts affected both real and virtual postings, it shows only the accounts affected
by real postings.) 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. inflow to this account, negative for an outflow.
o the running historical total or period total for the current account, o the running historical total or period total for the current account,
after the transaction. This can be toggled with H. Similar to the after the transaction. This can be toggled with H. Similar to the
accounts screen, the historical total is affected by transactions accounts screen, the historical total is affected by transactions
(filtered by the filter query) before the report start date, while (filtered by the filter query) before the report start date, while
the period total is not. If the historical total is not disturbed by 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. 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 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 mode but this account has subaccounts which are not shown due to a
depth limit. In other words, the register always shows the transac- depth limit. In other words, the register always shows the transac-
tions contributing to the balance shown on the accounts screen. Tree tions contributing to the balance shown on the accounts screen. Tree
mode/list mode can be toggled with t here also. 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 transactions. Similarly, P toggles pending transactions, and C toggles
cleared transactions. (By default, transactions with all statuses are cleared transactions. (By default, transactions with all statuses are
shown; if you activate one or two status filters, only those transac- 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.) tions are shown; and if you activate all three, the filter is removed.)
R toggles real mode, in which virtual postings are ignored. R toggles real mode, in which virtual postings are ignored.
z toggles nonzero mode, in which only transactions posting a nonzero z toggles nonzero mode, in which only transactions posting a nonzero
change are shown (hledger-ui shows zero items by default, unlike com- change are shown (hledger-ui shows zero items by default, unlike com-
mand-line hledger). mand-line hledger).
Press RIGHT to view the selected transaction in detail. Press RIGHT to view the selected transaction in detail.
Transaction screen Transaction screen
This screen shows a single transaction, as a general journal entry, This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format (hledger_jour- similar to hledger's print command and journal format (hledger_jour-
nal(5)). nal(5)).
The transaction's date(s) and any cleared flag, transaction code, The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are description, comments, along with all of its account postings are
shown. Simple transactions have two postings, but there can be more shown. Simple transactions have two postings, but there can be more
(or in certain cases, fewer). (or in certain cases, fewer).
UP and DOWN will step through all transactions listed in the previous UP and DOWN will step through all transactions listed in the previous
account register screen. In the title bar, the numbers in parentheses account register screen. In the title bar, the numbers in parentheses
show your position within that account register. They will vary show your position within that account register. They will vary
depending on which account register you came from (remember most trans- depending on which account register you came from (remember most trans-
actions appear in multiple account registers). The #N number preceding actions appear in multiple account registers). The #N number preceding
them is the transaction's position within the complete unfiltered jour- them is the transaction's position within the complete unfiltered jour-
nal, which is a more stable id (at least until the next reload). 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 Error screen
This screen will appear if there is a problem, such as a parse error, 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 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 again to reload and resume normal operation. (Or, you can press escape
to cancel the reload attempt.) to cancel the reload attempt.)
TIPS TIPS
Watch mode Watch mode
One of hledger-ui's best features is the auto-reloading -w/--watch One of hledger-ui's best features is the auto-reloading -w/--watch
mode. With this flag, it will update the display automatically when- mode. With this flag, it will update the display automatically when-
ever changes are saved to the data files. ever changes are saved to the data files.
This is very useful when reconciling. A good workflow is to have your 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 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 journal file open in an editor window; and hledger-ui in watch mode in
a terminal window, eg: a terminal window, eg:
$ hledger-ui --watch --register checking -C $ hledger-ui --watch --register checking -C
As you mark things cleared in the editor, you can see the effect imme- As you mark things cleared in the editor, you can see the effect imme-
diately without having to context switch. This leaves more mental diately without having to context switch. This leaves more mental
bandwidth for your accounting. Of course you can still interact with bandwidth for your accounting. Of course you can still interact with
hledger-ui when needed, eg to toggle cleared mode, or to explore the hledger-ui when needed, eg to toggle cleared mode, or to explore the
history. history.
Watch mode limitations Here are some current limitations to be aware of:
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:
o Certain editors: saving with gedit, and perhaps any Gnome applica- Changes might not be detected with certain editors, possibly including
tion, won't be detected (#1617). Jetbrains IDEs, such as IDEA, also Jetbrains IDEs, gedit, other Gnome applications; or on certain unusual
may not work (#911). 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 CPU and memory usage can sometimes gradually increase, if hledger-ui
ones on unix, mac and windows are supported.) --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 Debug output
press g each time you want it to reload. (Actually, see #1617 for You can add --debug[=N] to the command line to log debug output. This
another workaround, and let us know if it works for you.) 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).
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.
ENVIRONMENT ENVIRONMENT
COLUMNS The screen width to use. Default: the full terminal width. 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. On unix computers, the default value is: ~/.hledger.journal.
A more typical value is something like ~/finance/YYYY.journal, where A more typical value is something like ~/finance/YYYY.journal, where
~/finance is a version-controlled finance directory and YYYY is the ~/finance is a version-controlled finance directory and YYYY is the
current year. Or, ~/finance/current.journal, where current.journal is current year. Or, ~/finance/current.journal, where current.journal is
a symbolic link to YYYY.journal. 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): your shell's startup files (eg ~/.profile):
export LEDGER_FILE=~/finance/current.journal` 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, variables, that will also affect applications started from the GUI (eg,
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
entry like: entry like:
@ -514,24 +505,24 @@ ENVIRONMENT
For this to take effect you might need to killall Dock, or reboot. For this to take effect you might need to killall Dock, or reboot.
On Windows computers, the default value is probably C:\Users\YOUR- On Windows computers, the default value is probably C:\Users\YOUR-
NAME\.hledger.journal. You can change this by running a command like 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- this in a powershell window (let us know if you need to be an Adminis-
trator, and if this persists across a reboot): trator, and if this persists across a reboot):
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal" > 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. load/help/path.html.
FILES FILES
Reads data from one or more files in hledger journal, timeclock, time- Reads data from one or more files in hledger journal, timeclock, time-
dot, or CSV format specified with -f, or $LEDGER_FILE, or dot, or CSV format specified with -f, or $LEDGER_FILE, or
$HOME/.hledger.journal (on windows, perhaps $HOME/.hledger.journal (on windows, perhaps
C:/Users/USER/.hledger.journal). C:/Users/USER/.hledger.journal).
BUGS 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. ward.
-f- doesn't work (hledger-ui can't read from stdin). -f- doesn't work (hledger-ui can't read from stdin).
@ -539,13 +530,13 @@ BUGS
-V affects only the accounts screen. -V affects only the accounts screen.
When you press g, the current and all previous screens are regenerated, 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. visual indication that this is in progress.
--watch is not yet fully robust. It works well for normal usage, but --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 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- times with an editor macro) can cause problems at least on OSX. Symp-
toms include: unresponsive UI, periodic resetting of the cursor posi- toms include: unresponsive UI, periodic resetting of the cursor posi-
tion, momentary display of parse errors, high CPU usage eventually sub- tion, momentary display of parse errors, high CPU usage eventually sub-
siding, and possibly a small but persistent build-up of CPU usage until siding, and possibly a small but persistent build-up of CPU usage until
the program is restarted. the program is restarted.
@ -556,7 +547,7 @@ BUGS
REPORTING 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) or hledger mail list)

View File

@ -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 $ curl http://127.0.0.1:5000/add -X PUT -H \[aq]Content-Type: application/json\[aq] --data-binary \[at]txn.json
\f[R] \f[R]
.fi .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 .SH ENVIRONMENT
.PP .PP
\f[B]LEDGER_FILE\f[R] The journal file path when not specified with \f[B]LEDGER_FILE\f[R] The journal file path when not specified with

View File

@ -62,6 +62,7 @@ requests to stdout.
* EDITING UPLOADING DOWNLOADING:: * EDITING UPLOADING DOWNLOADING::
* RELOADING:: * RELOADING::
* JSON API:: * JSON API::
* DEBUG OUTPUT::
* ENVIRONMENT:: * ENVIRONMENT::
* FILES:: * FILES::
* BUGS:: * BUGS::
@ -382,7 +383,7 @@ file has been fixed.
sure that both machine clocks are roughly in step.) 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 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 $ 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'. *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 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, 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 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 The need to precede options with '--' when invoked from hledger is
@ -637,22 +662,26 @@ awkward.
 
Tag Table: Tag Table:
Node: Top223 Node: Top223
Node: OPTIONS2419 Node: OPTIONS2436
Ref: #options2524 Ref: #options2541
Node: PERMISSIONS9923 Node: PERMISSIONS9940
Ref: #permissions10062 Ref: #permissions10079
Node: EDITING UPLOADING DOWNLOADING11274 Node: EDITING UPLOADING DOWNLOADING11291
Ref: #editing-uploading-downloading11455 Ref: #editing-uploading-downloading11472
Node: RELOADING12289 Node: RELOADING12306
Ref: #reloading12423 Ref: #reloading12440
Node: JSON API12856 Node: JSON API12873
Ref: #json-api12970 Ref: #json-api12988
Node: ENVIRONMENT18460 Node: DEBUG OUTPUT18478
Ref: #environment18576 Ref: #debug-output18603
Node: FILES19887 Node: Debug output18630
Ref: #files19987 Ref: #debug-output-118731
Node: BUGS20200 Node: ENVIRONMENT19148
Ref: #bugs20278 Ref: #environment19268
Node: FILES20579
Ref: #files20679
Node: BUGS20892
Ref: #bugs20970
 
End Tag Table End Tag Table

View File

@ -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 $ 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 ENVIRONMENT
LEDGER_FILE The journal file path when not specified with -f. LEDGER_FILE The journal file path when not specified with -f.
On unix computers, the default value is: ~/.hledger.journal. On unix computers, the default value is: ~/.hledger.journal.
A more typical value is something like ~/finance/YYYY.journal, where A more typical value is something like ~/finance/YYYY.journal, where
~/finance is a version-controlled finance directory and YYYY is the ~/finance is a version-controlled finance directory and YYYY is the
current year. Or, ~/finance/current.journal, where current.journal is current year. Or, ~/finance/current.journal, where current.journal is
a symbolic link to YYYY.journal. 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): your shell's startup files (eg ~/.profile):
export LEDGER_FILE=~/finance/current.journal` 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, variables, that will also affect applications started from the GUI (eg,
Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an Emacs started from a dock icon): In ~/.MacOSX/environment.plist, add an
entry like: entry like:
@ -543,24 +553,24 @@ ENVIRONMENT
For this to take effect you might need to killall Dock, or reboot. For this to take effect you might need to killall Dock, or reboot.
On Windows computers, the default value is probably C:\Users\YOUR- On Windows computers, the default value is probably C:\Users\YOUR-
NAME\.hledger.journal. You can change this by running a command like 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- this in a powershell window (let us know if you need to be an Adminis-
trator, and if this persists across a reboot): trator, and if this persists across a reboot):
> setx LEDGER_FILE "C:\Users\MyUserName\finance\2021.journal" > 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. load/help/path.html.
FILES FILES
Reads data from one or more files in hledger journal, timeclock, time- Reads data from one or more files in hledger journal, timeclock, time-
dot, or CSV format specified with -f, or $LEDGER_FILE, or dot, or CSV format specified with -f, or $LEDGER_FILE, or
$HOME/.hledger.journal (on windows, perhaps $HOME/.hledger.journal (on windows, perhaps
C:/Users/USER/.hledger.journal). C:/Users/USER/.hledger.journal).
BUGS 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. ward.
-f- doesn't work (hledger-web can't read from stdin). -f- doesn't work (hledger-web can't read from stdin).
@ -574,7 +584,7 @@ BUGS
REPORTING 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) or hledger mail list)