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@ -1,6 +1,6 @@
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.\"t
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.\"t
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.TH "HLEDGER" "1" "September 2024" "hledger-1.40.99 " "hledger User Manuals"
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.TH "HLEDGER" "1" "October 2024" "hledger-1.40.99 " "hledger User Manuals"
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@ -723,91 +723,99 @@ then reuse them by writing \f[CR]\[at]FILENAME\f[R] as a command line
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argument.
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argument.
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Eg: \f[CR]hledger bal \[at]foo.args\f[R].
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Eg: \f[CR]hledger bal \[at]foo.args\f[R].
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.PP
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.PP
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(Inside the argument file, each line should contain just one option or
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An argument file\[aq]s format is more restrictive than the command line.
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argument.
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Each line should contain just one option or argument.
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Don\[aq]t use spaces except inside quotes; write \f[CR]=\f[R] or nothing
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Don\[aq]t use spaces except inside quotes; write \f[CR]=\f[R] or nothing
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between a flag and its argument.
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between a flag and its argument.
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If you use quotes, they must enclose the whole line.
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For the special characters mentioned above, use one less level of
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For the special characters mentioned above, use one less level of
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quoting than you would at the command prompt.)
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quoting than you would at the command line.
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.PP
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Argument files are now superseded by..
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.SS Config files
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.SS Config files
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As of hledger 1.40, you can optionally save command line options (or
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With hledger 1.40+, you can save extra command line options and
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arguments) to be used when running hledger commands, in a config file.
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arguments in a more featureful hledger config file.
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Here\[aq]s a small example:
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Here\[aq]s a small example:
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.IP
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.IP
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.EX
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.EX
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\f[I]# General options are listed first, one or more per line.\f[R]
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\f[I]# General options are listed first, and used with hledger commands that support them.\f[R]
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\f[I]# These will be used with all hledger commands that support them.\f[R]
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\-\-pretty
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\-\-pretty
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\f[I]# Options following a \[ga][COMMANDNAME]\[ga] heading are used with that hledger command only.\f[R]
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\f[I]# Options following a \[ga][COMMAND]\[ga] heading are used with that hledger command only.\f[R]
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\f[B][print]\f[R]
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\f[B][print]\f[R]
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\-\-explicit \-\-show\-costs
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\-\-explicit \-\-show\-costs
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.EE
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.EE
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.PP
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.PP
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To use a config file, specify it with the \f[CR]\-\-conf\f[R] option.
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To use a config file, specify it with the \f[CR]\-\-conf\f[R] option.
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Its options will be inserted near the start of your command line (so you
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Its options will be inserted near the start of your command line, so you
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can override them if needed).
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can override them with command line options if needed.
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.PP
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.PP
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Or, you can set up an automatic config file that is used whenever you
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Or, you can set up an automatic config file that is used whenever you
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run hledger.
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run hledger, by creating \f[CR]hledger.conf\f[R] in the current
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This can be \f[CR]hledger.conf\f[R] in the current directory or above,
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directory or above, or \f[CR].hledger.conf\f[R] in your home directory
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or \f[CR].hledger.conf\f[R] in your home directory
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(\f[CR]\[ti]/.hledger.conf\f[R]), or \f[CR]hledger.conf\f[R] in your XDG
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(\f[CR]\[ti]/.hledger.conf\f[R]), or \f[CR]hledger.conf\f[R] in your XDG
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config directory (\f[CR]\[ti]/.config/hledger/hledger.conf\f[R]).
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config directory (\f[CR]\[ti]/.config/hledger/hledger.conf\f[R]).
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.PP
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.PP
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You can ignore config files by adding the \f[CR]\-n/\-\-no\-conf\f[R]
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Here is another example config you could start with:
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flag.
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This is useful when using hledger in scripts, or when troubleshooting.
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(When both \f[CR]\-\-conf\f[R] and \f[CR]\-\-no\-conf\f[R] options are
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used, the right\-most wins.)
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To inspect the processing of config files, use \f[CR]\-\-debug\f[R] or
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\f[CR]\-\-debug=8\f[R].
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.PP
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Here is another example config file you could start with:
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https://github.com/simonmichael/hledger/blob/master/hledger.conf.sample
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https://github.com/simonmichael/hledger/blob/master/hledger.conf.sample
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.PP
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.PP
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Tips:
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You can put not only options, but also arguments in a config file.
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.PP
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If the first word in a config file\[aq]s top (general) section does not
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Automatic config files are convenient, but have a cost: it\[aq]s easy to
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begin with a dash (eg: \f[CR]print\f[R]), it is treated as the command
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change a report\[aq]s behaviour, or break scripts/applications which use
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argument (overriding any argument on the command line).
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hledger, in unintended ways that will surprise you later.
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They change the nature of hledger somewhat, making it less transparent
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and predictable.
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If you decide to use one:
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.IP \[bu] 2
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Be conservative about what you put in it.
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Try to consider the effect on all your reports.
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.IP \[bu] 2
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Whenever a hledger command does not work as expected, try it again with
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\f[CR]\-n\f[R].
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.IP \[bu] 2
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If that helps, you can run it with \f[CR]\-\-debug\f[R] to see how a
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config file affected it.
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.PP
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.PP
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On unix machines, you can add a shebang line at the top of a config
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On unix machines, you can add a shebang line at the top of a config
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file, set executable permission on the file, and use it like a script.
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file, set executable permission on the file, and use it like a script.
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Eg (some operating systems need the \f[CR]\-S\f[R], some don\[aq]t):
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Eg (the \f[CR]\-S\f[R] is needed on some operating systems):
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.IP
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.IP
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.EX
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.EX
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#!/usr/bin/env \-S hledger \-\-conf
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#!/usr/bin/env \-S hledger \-\-conf
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.EE
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.EE
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.PP
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.PP
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You can put not only options, but also arguments in a config file.
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You can ignore config files by adding the
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This is probably more useful in special\-purpose config files, not an
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\f[CR]\-n\f[R]/\f[CR]\-\-no\-conf\f[R] flag to the command line.
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automatic one.
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This is useful when using hledger in scripts, or when troubleshooting.
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When both \f[CR]\-\-conf\f[R] and \f[CR]\-\-no\-conf\f[R] options are
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used, the right\-most wins.
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.PP
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.PP
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There\[aq]s an exception to this: a config file can\[aq]t provide the
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To inspect the processing of config files, use \f[CR]\-\-debug\f[R] or
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command argument, currently (#2231).
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\f[CR]\-\-debug=8\f[R].
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If you need that, you can do it in the shebang line instead.
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Eg:
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.IP
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.EX
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#!/usr/bin/env \-S hledger balance \-\-conf
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.EE
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.PP
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.PP
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The config file feature has been added in hledger 1.40 and is considered
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\f[B]Warning!\f[R]
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.PP
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There aren\[aq]t many hledger features that need a warning, but this is
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one!
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.PP
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Automatic config files, while convenient, also make hledger less
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predictable and dependable.
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It\[aq]s easy to make a config file that changes a report\[aq]s
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behaviour, or breaks your hledger\-using scripts/applications, in ways
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that will surprise you later.
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.PP
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If you don\[aq]t want this,
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.IP "1." 3
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Just don\[aq]t create a hledger.conf file on your machine.
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.IP "2." 3
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Also be alert to downloaded directories which may contain a hledger.conf
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file.
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.IP "3." 3
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Also if you are sharing scripts or examples or support, consider that
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others may have a hledger.conf file.
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.PP
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Conversely, once you decide to use this feature, try to remember:
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.IP "1." 3
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Whenever a hledger command does not work as expected, try it again with
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\f[CR]\-n\f[R] (\f[CR]\-\-no\-conf\f[R]) to see if a config file was to
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blame.
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.IP "2." 3
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Whenever you call hledger from a script, consider whether that call
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should use \f[CR]\-n\f[R] or not.
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.IP "3." 3
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Be conservative about what you put in your config file; try to consider
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the effect on all your reports.
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.IP "4." 3
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To troubleshoot the effect of config files, run with
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\f[CR]\-\-debug\f[R] or \f[CR]\-\-debug 8\f[R].
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.PP
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The config file feature was added in hledger 1.40 and is considered
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\f[I]experimental\f[R].
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\f[I]experimental\f[R].
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.SS Shell completions
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.SS Shell completions
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If you use the bash shell, you can optionally set up context\-sensitive
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If you use the bash shell, you can optionally set up context\-sensitive
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@ -829,8 +837,8 @@ $ hledger print > foo.txt
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.EE
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.EE
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.PP
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.PP
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Some commands (print, register, stats, the balance commands) also
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Some commands (print, register, stats, the balance commands) also
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provide the \f[CR]\-o/\-\-output\-file\f[R] option, which does the same
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provide the \f[CR]\-o\f[R]/\f[CR]\-\-output\-file\f[R] option, which
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thing without needing the shell.
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does the same thing without needing the shell.
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Eg:
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Eg:
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.IP
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.IP
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.EX
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.EX
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@ -844,21 +852,23 @@ Here are those commands and the formats currently supported:
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.PP
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.PP
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.TS
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.TS
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tab(@);
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tab(@);
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lw(13.6n) lw(12.2n) lw(12.2n) lw(12.2n) lw(12.2n) lw(4.1n) lw(3.4n).
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lw(20.6n) lw(5.1n) lw(6.2n) lw(9.3n) lw(6.2n) lw(11.3n) lw(5.1n) lw(6.2n).
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T{
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T{
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\-
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command
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T}@T{
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T}@T{
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txt
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txt
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T}@T{
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T}@T{
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csv/tsv
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T}@T{
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html
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html
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T}@T{
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T}@T{
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csv/tsv
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T}@T{
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fods
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fods
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T}@T{
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T}@T{
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json
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beancount
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T}@T{
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T}@T{
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sql
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sql
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T}@T{
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json
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T}
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T}
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_
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_
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T{
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T{
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@ -871,83 +881,91 @@ T}@T{
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Y
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Y
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T}@T{
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T}@T{
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T}@T{
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T}@T{
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Y
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T}@T{
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T}@T{
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T}@T{
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Y
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T}
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T}
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T{
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T{
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balance
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balance
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T}@T{
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T}@T{
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Y \f[I]1\f[R]
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Y
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T}@T{
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Y \f[I]1\f[R]
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T}@T{
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Y \f[I]1\f[R]
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T}@T{
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Y \f[I]1\f[R]
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T}@T{
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T}@T{
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Y
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Y
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T}@T{
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T}@T{
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Y
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T}@T{
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Y
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
T{
|
|
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|
T{
|
|
|
|
balancesheet
|
|
|
|
balancesheet
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
Y
|
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|
T}@T{
|
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|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
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|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
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|
|
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|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
T{
|
|
|
|
T{
|
|
|
|
balancesheetequity
|
|
|
|
balancesheetequity
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
T{
|
|
|
|
T{
|
|
|
|
cashflow
|
|
|
|
cashflow
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
T{
|
|
|
|
T{
|
|
|
|
incomestatement
|
|
|
|
incomestatement
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y \f[I]1\f[R]
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
T{
|
|
|
|
T{
|
|
|
|
print
|
|
|
|
print
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
@ -958,27 +976,25 @@ register
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}@T{
|
|
|
|
Y
|
|
|
|
Y
|
|
|
|
T}@T{
|
|
|
|
|
|
|
|
T}
|
|
|
|
T}
|
|
|
|
.TE
|
|
|
|
.TE
|
|
|
|
.IP \[bu] 2
|
|
|
|
|
|
|
|
\f[I]1 Also affected by the balance commands\[aq] \f[CI]\-\-layout\f[I]
|
|
|
|
|
|
|
|
option.\f[R]
|
|
|
|
|
|
|
|
.PP
|
|
|
|
.PP
|
|
|
|
The output format is selected by the
|
|
|
|
The output format is selected by the
|
|
|
|
\f[CR]\-O/\-\-output\-format=FMT\f[R] option:
|
|
|
|
\f[CR]\-O\f[R]/\f[CR]\-\-output\-format=FMT\f[R] option:
|
|
|
|
.IP
|
|
|
|
.IP
|
|
|
|
.EX
|
|
|
|
.EX
|
|
|
|
$ hledger print \-O csv # print CSV on stdout
|
|
|
|
$ hledger print \-O csv # print CSV on stdout
|
|
|
|
.EE
|
|
|
|
.EE
|
|
|
|
.PP
|
|
|
|
.PP
|
|
|
|
or by the filename extension of an output file specified with the
|
|
|
|
or by the filename extension of an output file specified with the
|
|
|
|
\f[CR]\-o/\-\-output\-file=FILE.FMT\f[R] option:
|
|
|
|
\f[CR]\-o\f[R]/\f[CR]\-\-output\-file=FILE.FMT\f[R] option:
|
|
|
|
.IP
|
|
|
|
.IP
|
|
|
|
.EX
|
|
|
|
.EX
|
|
|
|
$ hledger balancesheet \-o foo.csv # write CSV to foo.csv
|
|
|
|
$ hledger balancesheet \-o foo.csv # write CSV to foo.csv
|
|
|
|
@ -991,11 +1007,10 @@ override the file extension, if needed:
|
|
|
|
$ hledger balancesheet \-o foo.txt \-O csv # write CSV to foo.txt
|
|
|
|
$ hledger balancesheet \-o foo.txt \-O csv # write CSV to foo.txt
|
|
|
|
.EE
|
|
|
|
.EE
|
|
|
|
.PP
|
|
|
|
.PP
|
|
|
|
Some notes about the various output formats:
|
|
|
|
Here are some notes about the various output formats.
|
|
|
|
.SS CSV output
|
|
|
|
.SS Text output
|
|
|
|
.IP \[bu] 2
|
|
|
|
This is the default: human readable, plain text report output, suitable
|
|
|
|
In CSV output, digit group marks (such as thousands separators) are
|
|
|
|
for a terminal.
|
|
|
|
disabled automatically.
|
|
|
|
|
|
|
|
.SS HTML output
|
|
|
|
.SS HTML output
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
HTML output can be styled by an optional \f[CR]hledger.css\f[R] file in
|
|
|
|
HTML output can be styled by an optional \f[CR]hledger.css\f[R] file in
|
|
|
|
@ -1006,28 +1021,74 @@ If your web browser is showing junk characters, you may need to change
|
|
|
|
its text encoding to UTF\-8.
|
|
|
|
its text encoding to UTF\-8.
|
|
|
|
Eg in Safari, see View \-> Text Encoding and Settings \-> Advanced \->
|
|
|
|
Eg in Safari, see View \-> Text Encoding and Settings \-> Advanced \->
|
|
|
|
Default Encoding.
|
|
|
|
Default Encoding.
|
|
|
|
.SS JSON output
|
|
|
|
.SS CSV / TSV output
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
This is not yet much used; real\-world feedback is welcome.
|
|
|
|
In CSV or TSV output, digit group marks (such as thousands separators)
|
|
|
|
.IP \[bu] 2
|
|
|
|
are disabled automatically.
|
|
|
|
Our JSON is rather large and verbose, since it is a faithful
|
|
|
|
.SS FODS output
|
|
|
|
representation of hledger\[aq]s internal data types.
|
|
|
|
FODS is the OpenDocument spreadsheet format used by LibreOffice and
|
|
|
|
To understand the JSON, read the Haskell type definitions, which are
|
|
|
|
OpenOffice.
|
|
|
|
mostly in
|
|
|
|
It is a good format to use if you are exporting to their spreadsheet
|
|
|
|
https://github.com/simonmichael/hledger/blob/master/hledger\-lib/Hledger/Data/Types.hs.
|
|
|
|
app.
|
|
|
|
hledger\-web\[aq]s OpenAPI specification may also be relevant.
|
|
|
|
.SS Beancount output
|
|
|
|
.IP \[bu] 2
|
|
|
|
This is Beancount\[aq]s journal format.
|
|
|
|
hledger represents quantities as Decimal values storing up to 255
|
|
|
|
You can use this to export your hledger data to Beancount, perhaps to
|
|
|
|
significant digits, eg for repeating decimals.
|
|
|
|
query it with Beancount Query Language or with the Fava web app.
|
|
|
|
Such numbers can arise in practice (from automatically\-calculated
|
|
|
|
hledger will try to adjust your data to suit Beancount.
|
|
|
|
transaction prices), and would break most JSON consumers.
|
|
|
|
If you plan to export often, you may want to follow Beancount\[aq]s
|
|
|
|
So in JSON, we show quantities as simple Numbers with at most 10 decimal
|
|
|
|
conventions in your hledger data, to ease conversion.
|
|
|
|
places.
|
|
|
|
Eg use Beancount\-friendly account names, currency codes instead of
|
|
|
|
We don\[aq]t limit the number of integer digits, but that part is under
|
|
|
|
currency symbols, and avoid virtual postings, redundant cost notation,
|
|
|
|
your control.
|
|
|
|
etc.
|
|
|
|
We hope this approach will not cause problems in practice; if you find
|
|
|
|
.PP
|
|
|
|
otherwise, please let us know.
|
|
|
|
Here are more details, included here for now (see also \[dq]hledger and
|
|
|
|
(Cf #1195)
|
|
|
|
Beancount\[dq] https://hledger.org/beancount.html).
|
|
|
|
|
|
|
|
.SS Beancount account names
|
|
|
|
|
|
|
|
hledger will try adjust your account names, if needed, to Beancount
|
|
|
|
|
|
|
|
account names, by capitalising, replacing unsupported characters with
|
|
|
|
|
|
|
|
\f[CR]\-\f[R], and prepending \f[CR]B\f[R] to parts which don\[aq]t
|
|
|
|
|
|
|
|
begin with a letter or digit.
|
|
|
|
|
|
|
|
(It\[aq]s possible for this to convert distinct hledger account names to
|
|
|
|
|
|
|
|
the same beancount name.
|
|
|
|
|
|
|
|
Eg, hledger\[aq]s automatic equity conversion accounts can have currency
|
|
|
|
|
|
|
|
symbols in their name, so \f[CR]equity:conversion:$\-€\f[R] becomes
|
|
|
|
|
|
|
|
\f[CR]equity:conversion:B\-\-\-\f[R].)
|
|
|
|
|
|
|
|
.PP
|
|
|
|
|
|
|
|
In addition, you must ensure that the top level account names are
|
|
|
|
|
|
|
|
\f[CR]Assets\f[R], \f[CR]Liabilities\f[R], \f[CR]Equity\f[R],
|
|
|
|
|
|
|
|
\f[CR]Income\f[R], and \f[CR]Expenses\f[R], which Beancount requires.
|
|
|
|
|
|
|
|
If yours are named differently, you can use account aliases, usually in
|
|
|
|
|
|
|
|
the form of \f[CR]\-\-alias\f[R] options, possibly stored in a config
|
|
|
|
|
|
|
|
file.
|
|
|
|
|
|
|
|
(An example: hledger2beancount.conf)
|
|
|
|
|
|
|
|
.SS Beancount commodity names
|
|
|
|
|
|
|
|
hledger will adjust your commodity names, if needed, to Beancount
|
|
|
|
|
|
|
|
commodity/currency names, which must be 2\-24 uppercase letters, digits,
|
|
|
|
|
|
|
|
or \f[CR]\[aq]\f[R], \f[CR].\f[R], \f[CR]_\f[R], \f[CR]\-\f[R],
|
|
|
|
|
|
|
|
beginning with a letter and ending with a letter or digit.
|
|
|
|
|
|
|
|
hledger will convert known currency symbols to ISO 4217 currency codes.
|
|
|
|
|
|
|
|
Otherwise, it will capitalise letters, replace unsupported characters
|
|
|
|
|
|
|
|
with a dash (\-), and prepend/append a \[dq]B\[dq] when needed.
|
|
|
|
|
|
|
|
(It\[aq]s possible for this to generate unreadable commodity names, or
|
|
|
|
|
|
|
|
to convert distinct hledger commodity names to the same beancount name.)
|
|
|
|
|
|
|
|
.SS Beancount virtual postings
|
|
|
|
|
|
|
|
Beancount doesn\[aq]t allow unbalanced/virtual postings, so you will
|
|
|
|
|
|
|
|
need to comment those, or use \f[CR]\-\-real\f[R] to exclude
|
|
|
|
|
|
|
|
transactions that use them.
|
|
|
|
|
|
|
|
(If you have transactions which are a mixture of balanced and unbalanced
|
|
|
|
|
|
|
|
postings, you\[aq]ll have to do something more.)
|
|
|
|
|
|
|
|
.SS Beancount costs
|
|
|
|
|
|
|
|
Beancount doesn\[aq]t allow redundant cost notation as hledger does.
|
|
|
|
|
|
|
|
If you have entries like this, you will need to comment out either the
|
|
|
|
|
|
|
|
costs or the equity postings.
|
|
|
|
|
|
|
|
.SS Beancount operating currency
|
|
|
|
|
|
|
|
Declaring an operating currency improves Beancount and Fava reports.
|
|
|
|
|
|
|
|
You can do this manually by adding a line like this to the beancount
|
|
|
|
|
|
|
|
journal:
|
|
|
|
|
|
|
|
.IP
|
|
|
|
|
|
|
|
.EX
|
|
|
|
|
|
|
|
option \[dq]operating_currency\[dq] \[dq]USD\[dq]
|
|
|
|
|
|
|
|
.EE
|
|
|
|
.SS SQL output
|
|
|
|
.SS SQL output
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
This is not yet much used; real\-world feedback is welcome.
|
|
|
|
This is not yet much used; real\-world feedback is welcome.
|
|
|
|
@ -1050,6 +1111,28 @@ If you already have tables created via SQL output of hledger, you would
|
|
|
|
probably want to either clear tables of existing data (via
|
|
|
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probably want to either clear tables of existing data (via
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\f[CR]delete\f[R] or \f[CR]truncate\f[R] SQL statements) or drop tables
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\f[CR]delete\f[R] or \f[CR]truncate\f[R] SQL statements) or drop tables
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completely as otherwise your postings will be duped.
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completely as otherwise your postings will be duped.
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.SS JSON output
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.IP \[bu] 2
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This is not yet much used; real\-world feedback is welcome.
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.IP \[bu] 2
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Our JSON is rather large and verbose, since it is a faithful
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representation of hledger\[aq]s internal data types.
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To understand the JSON, read the Haskell type definitions, which are
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mostly in
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https://github.com/simonmichael/hledger/blob/master/hledger\-lib/Hledger/Data/Types.hs.
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hledger\-web\[aq]s OpenAPI specification may also be relevant.
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.IP \[bu] 2
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hledger represents quantities as Decimal values storing up to 255
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significant digits, eg for repeating decimals.
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Such numbers can arise in practice (from automatically\-calculated
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transaction prices), and would break most JSON consumers.
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So in JSON, we show quantities as simple Numbers with at most 10 decimal
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places.
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We don\[aq]t limit the number of integer digits, but that part is under
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your control.
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We hope this approach will not cause problems in practice; if you find
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otherwise, please let us know.
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(Cf #1195)
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.SS Commodity styles
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.SS Commodity styles
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When displaying amounts, hledger infers a standard display style for
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When displaying amounts, hledger infers a standard display style for
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each commodity/currency, as described below in Commodity display style.
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each commodity/currency, as described below in Commodity display style.
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@ -2156,16 +2239,18 @@ Tags hledger adds to indicate generated data:
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generated\-transaction \-\- appears on generated periodic txns (with \-\-verbose\-tags)
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generated\-transaction \-\- appears on generated periodic txns (with \-\-verbose\-tags)
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generated\-posting \-\- appears on generated auto postings (with \-\-verbose\-tags)
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generated\-posting \-\- appears on generated auto postings (with \-\-verbose\-tags)
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modified \-\- appears on txns which have had auto postings added (with \-\-verbose\-tags)
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modified \-\- appears on txns which have had auto postings added (with \-\-verbose\-tags)
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Not displayed, but queryable:
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Not displayed, but queryable:
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_generated\-transaction \-\- exists on generated periodic txns (always)
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_generated\-transaction \-\- exists on generated periodic txns (always)
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_generated\-posting \-\- exists on generated auto postings (always)
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_generated\-posting \-\- exists on generated auto postings (always)
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_modified \-\- exists on txns which have had auto postings added (always)
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_modified \-\- exists on txns which have had auto postings added (always)
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.EE
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.EE
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.PP
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.PP
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Tags hledger uses internally:
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Other tags hledger uses internally:
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.IP
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.IP
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.EX
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.EX
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_conversion\-matched \-\- exists on postings which have been matched with a nearby \[at]/\[at]\[at] cost annotation
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_cost\-matched \-\- marks postings with a cost which have been matched with a nearby pair of equity conversion postings
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_conversion\-matched \-\- marks equity conversion postings which have been matched with a nearby posting with a cost
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.EE
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.EE
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.SS Tag values
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.SS Tag values
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Tags can have a value, which is any text after the colon up until a
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Tags can have a value, which is any text after the colon up until a
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@ -2510,8 +2595,9 @@ Usually you\[aq]ll find that error later, as an extra account in balance
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reports, or an incorrect balance when reconciling.
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reports, or an incorrect balance when reconciling.
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.PP
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.PP
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In strict mode, enabled with the \f[CR]\-s\f[R]/\f[CR]\-\-strict\f[R]
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In strict mode, enabled with the \f[CR]\-s\f[R]/\f[CR]\-\-strict\f[R]
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flag, hledger will report an error if any transaction uses an account
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flag, or when you run \f[CR]hledger check accounts\f[R], hledger will
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name that has not been declared by an account directive.
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report an error if any transaction uses an account name that has not
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been declared by an account directive.
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Some notes:
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Some notes:
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.IP \[bu] 2
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.IP \[bu] 2
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The declaration is case\-sensitive; transactions must use the correct
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The declaration is case\-sensitive; transactions must use the correct
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@ -2530,6 +2616,9 @@ affect included files of all types.
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It\[aq]s currently not possible to declare \[dq]all possible
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It\[aq]s currently not possible to declare \[dq]all possible
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subaccounts\[dq] with a wildcard; every account posted to must be
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subaccounts\[dq] with a wildcard; every account posted to must be
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declared.
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declared.
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|
.IP \[bu] 2
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|
If you use the \-\-infer\-equity flag, you will also need declarations
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for the account names it generates.
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.SS Account display order
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.SS Account display order
|
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|
Account directives also cause hledger to display accounts in a
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|
Account directives also cause hledger to display accounts in a
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|
particular order, not just alphabetically.
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particular order, not just alphabetically.
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|
@ -7073,6 +7162,10 @@ The equity account names will be \[dq]equity:conversion:A\-B:A\[dq] and
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commodity symbol.
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|
commodity symbol.
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You can customise the \[dq]equity:conversion\[dq] part by declaring an
|
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|
You can customise the \[dq]equity:conversion\[dq] part by declaring an
|
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|
account with the \f[CR]V\f[R]/\f[CR]Conversion\f[R] account type.
|
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|
account with the \f[CR]V\f[R]/\f[CR]Conversion\f[R] account type.
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|
.PP
|
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|
|
Note you will need to add account declarations for these to your
|
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|
|
journal, if you use \f[CR]check accounts\f[R] or
|
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|
|
\f[CR]check \-\-strict\f[R].
|
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|
.SS Combining costs and equity conversion postings
|
|
|
|
.SS Combining costs and equity conversion postings
|
|
|
|
Finally, you can use both the \[at]/\[at]\[at] cost notation and equity
|
|
|
|
Finally, you can use both the \[at]/\[at]\[at] cost notation and equity
|
|
|
|
postings at the same time.
|
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|
|
postings at the same time.
|
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|
|
@ -10439,10 +10532,10 @@ uses all periodic rules; or with an argument
|
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|
|
T}
|
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|
T}
|
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|
.TE
|
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|
.TE
|
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|
|
.SS Balance report layout
|
|
|
|
.SS Balance report layout
|
|
|
|
The \f[CR]\-\-layout\f[R] option affects how balance reports show
|
|
|
|
The \f[CR]\-\-layout\f[R] option affects how \f[CR]balance\f[R] and the
|
|
|
|
multi\-commodity amounts and commodity symbols, which can improve
|
|
|
|
other balance\-like commands show multi\-commodity amounts and commodity
|
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|
|
readability.
|
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|
|
symbols.
|
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|
|
It can also normalise the data for easy consumption by other programs.
|
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|
|
It can improve readability, for humans and/or machines (other software).
|
|
|
|
It has four possible values:
|
|
|
|
It has four possible values:
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
\f[CR]\-\-layout=wide[,WIDTH]\f[R]: commodities are shown on a single
|
|
|
|
\f[CR]\-\-layout=wide[,WIDTH]\f[R]: commodities are shown on a single
|
|
|
|
@ -10454,7 +10547,9 @@ line, optionally elided to WIDTH
|
|
|
|
amounts are bare numbers
|
|
|
|
amounts are bare numbers
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
\f[CR]\-\-layout=tidy\f[R]: data is normalised to easily\-consumed
|
|
|
|
\f[CR]\-\-layout=tidy\f[R]: data is normalised to easily\-consumed
|
|
|
|
\[dq]tidy\[dq] form, with one row per data value
|
|
|
|
\[dq]tidy\[dq] form, with one row per data value.
|
|
|
|
|
|
|
|
(This one is currently supported only by the \f[CR]balance\f[R]
|
|
|
|
|
|
|
|
command.)
|
|
|
|
.PP
|
|
|
|
.PP
|
|
|
|
Here are the \f[CR]\-\-layout\f[R] modes supported by each output format
|
|
|
|
Here are the \f[CR]\-\-layout\f[R] modes supported by each output format
|
|
|
|
Only CSV output supports all of them:
|
|
|
|
Only CSV output supports all of them:
|
|
|
|
@ -10658,10 +10753,9 @@ You can also produce relative links, like
|
|
|
|
\f[CR]\-\-base\-url=\[dq]some/path\[dq]\f[R] or
|
|
|
|
\f[CR]\-\-base\-url=\[dq]some/path\[dq]\f[R] or
|
|
|
|
\f[CR]\-\-base\-url=\[dq]\[dq]\f[R].)
|
|
|
|
\f[CR]\-\-base\-url=\[dq]\[dq]\f[R].)
|
|
|
|
.PP
|
|
|
|
.PP
|
|
|
|
The balance reports\[aq] HTML output currently does not display tree
|
|
|
|
The balance reports\[aq] HTML output currently does not indent tree mode
|
|
|
|
mode reports properly (#1846).
|
|
|
|
reports properly (#1846).
|
|
|
|
For now, if generating HTML you should probabBly use the default
|
|
|
|
So in HTML balance reports, use list mode for now (it is the default).
|
|
|
|
\f[CR]\-\-flat\f[R] mode.
|
|
|
|
|
|
|
|
.SS Some useful balance reports
|
|
|
|
.SS Some useful balance reports
|
|
|
|
Some frequently used \f[CR]balance\f[R] options/reports are:
|
|
|
|
Some frequently used \f[CR]balance\f[R] options/reports are:
|
|
|
|
.IP \[bu] 2
|
|
|
|
.IP \[bu] 2
|
|
|
|
|
Simon Michael