regen manuals
This commit is contained in:
parent
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@ -758,11 +758,6 @@ Lines in the journal beginning with a semicolon (\f[C];\f[]) or hash
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(Star comments cause org\-mode nodes to be ignored, allowing emacs users
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(Star comments cause org\-mode nodes to be ignored, allowing emacs users
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to fold and navigate their journals with org\-mode or orgstruct\-mode.)
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to fold and navigate their journals with org\-mode or orgstruct\-mode.)
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.PP
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.PP
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Also, anything between \f[C]comment\f[] and \f[C]end\ comment\f[]
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directives is a (multi\-line) comment.
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If there is no \f[C]end\ comment\f[], the comment extends to the end of
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the file.
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.PP
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You can attach comments to a transaction by writing them after the
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You can attach comments to a transaction by writing them after the
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description and/or indented on the following lines (before the
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description and/or indented on the following lines (before the
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postings).
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postings).
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@ -795,6 +790,9 @@ end\ comment
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;\ a\ file\ comment\ (because\ not\ indented)
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;\ a\ file\ comment\ (because\ not\ indented)
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\f[]
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\f[]
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.fi
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.fi
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.PP
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You can also comment larger regions of a file using \f[C]comment\f[] and
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\f[C]end\ comment\f[] directives.
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.SS Tags
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.SS Tags
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.PP
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.PP
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Tags are a way to add extra labels or labelled data to postings and
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Tags are a way to add extra labels or labelled data to postings and
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@ -855,7 +853,173 @@ For example, the following transaction has three tags (\f[C]A\f[],
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Tags are like Ledger's metadata feature, except hledger's tag values are
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Tags are like Ledger's metadata feature, except hledger's tag values are
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simple strings.
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simple strings.
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.SS Directives
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.SS Directives
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.SS Account aliases
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.SS Comment blocks
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.PP
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A line containing just \f[C]comment\f[] starts a commented region of the
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file, and a line containing just \f[C]end\ comment\f[] (or the end of
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the current file) ends it.
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See also comments.
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.SS Including other files
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.PP
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You can pull in the content of additional files by writing an include
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directive, like this:
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.IP
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.nf
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\f[C]
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include\ path/to/file.journal
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\f[]
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.fi
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.PP
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If the path does not begin with a slash, it is relative to the current
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file.
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Glob patterns (\f[C]*\f[]) are not currently supported.
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.PP
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The \f[C]include\f[] directive can only be used in journal files.
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It can include journal, timeclock or timedot files, but not CSV files.
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.SS Default year
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.PP
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You can set a default year to be used for subsequent dates which don't
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specify a year.
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This is a line beginning with \f[C]Y\f[] followed by the year.
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Eg:
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.IP
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.nf
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\f[C]
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Y2009\ \ \ \ \ \ ;\ set\ default\ year\ to\ 2009
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12/15\ \ \ \ \ \ ;\ equivalent\ to\ 2009/12/15
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\ \ expenses\ \ 1
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\ \ assets
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Y2010\ \ \ \ \ \ ;\ change\ default\ year\ to\ 2010
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2009/1/30\ \ ;\ specifies\ the\ year,\ not\ affected
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\ \ expenses\ \ 1
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\ \ assets
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1/31\ \ \ \ \ \ \ ;\ equivalent\ to\ 2010/1/31
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\ \ expenses\ \ 1
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\ \ assets
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\f[]
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.fi
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.SS Declaring commodities
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.PP
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The \f[C]commodity\f[] directive declares commodities which may be used
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in the journal (though currently we do not enforce this).
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It may be written on a single line, like this:
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.IP
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.nf
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\f[C]
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;\ commodity\ EXAMPLEAMOUNT
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;\ display\ AAAA\ amounts\ with\ the\ symbol\ on\ the\ right,\ space\-separated,
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;\ using\ period\ as\ decimal\ point,\ with\ four\ decimal\ places,\ and
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;\ separating\ thousands\ with\ comma.
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commodity\ 1,000.0000\ AAAA
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\f[]
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.fi
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.PP
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or on multiple lines, using the \[lq]format\[rq] subdirective.
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In this case the commodity symbol appears twice and should be the same
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in both places:
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.IP
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.nf
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\f[C]
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;\ commodity\ SYMBOL
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;\ \ \ format\ EXAMPLEAMOUNT
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;\ display\ indian\ rupees\ with\ currency\ name\ on\ the\ left,
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;\ thousands,\ lakhs\ and\ crores\ comma\-separated,
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;\ period\ as\ decimal\ point,\ and\ two\ decimal\ places.
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commodity\ INR
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\ \ format\ INR\ 9,99,99,999.00
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\f[]
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.fi
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.PP
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Commodity directives have a second purpose: they define the standard
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display format for amounts in the commodity.
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Normally the display format is inferred from journal entries, but this
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can be unpredictable; declaring it with a commodity directive overrides
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this and removes ambiguity.
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Towards this end, amounts in commodity directives must always be written
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with a decimal point (a period or comma, followed by 0 or more decimal
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digits).
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.SS Default commodity
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.PP
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The D directive sets a default commodity (and display format), to be
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used for amounts without a commodity symbol (ie, plain numbers).
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(Note this differs from Ledger's default commodity directive.) The
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commodity and display format will be applied to all subsequent
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commodity\-less amounts, or until the next D directive.
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.IP
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.nf
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\f[C]
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#\ commodity\-less\ amounts\ should\ be\ treated\ as\ dollars
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#\ (and\ displayed\ with\ symbol\ on\ the\ left,\ thousands\ separators\ and\ two\ decimal\ places)
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D\ $1,000.00
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1/1
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\ \ a\ \ \ \ \ 5\ \ \ \ ;\ <\-\ commodity\-less\ amount,\ becomes\ $1
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\ \ b
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\f[]
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.fi
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.PP
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As with the \f[C]commodity\f[] directive, the amount must always be
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written with a decimal point.
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.SS Declaring accounts
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.PP
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The \f[C]account\f[] directive predeclares account names.
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The simplest form is \f[C]account\ ACCTNAME\f[], eg:
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.IP
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.nf
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\f[C]
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account\ assets:bank:checking
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\f[]
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.fi
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.PP
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Currently this mainly helps with account name autocompletion in eg
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hledger add, hledger\-iadd, hledger\-web, and ledger\-mode.
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.PD 0
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.P
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.PD
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In future it will also help detect misspelled accounts.
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.PP
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Account names can be followed by a numeric account code:
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.IP
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.nf
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\f[C]
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account\ assets\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 1000
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account\ assets:bank:checking\ \ \ \ 1110
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account\ liabilities\ \ \ \ \ \ \ \ \ \ \ \ \ 2000
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account\ revenues\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 4000
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account\ expenses\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 6000
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\f[]
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.fi
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.PP
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This affects account display order in reports: accounts with codes are
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listed before accounts without codes, in increasing code order.
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(Otherwise, accounts are listed alphabetically.) Account codes should be
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all numeric digits, unique, and separated from the account name by at
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least two spaces (since account names may contain single spaces).
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By convention, often the first digit indicates the type of account, as
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in this numbering scheme and the example above.
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In future, we might use this to recognize account types.
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.PP
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An account directive can also have indented subdirectives following it,
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which are currently ignored.
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Here is the full syntax:
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.IP
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.nf
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\f[C]
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;\ account\ ACCTNAME\ \ [OPTIONALCODE]
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;\ \ \ [OPTIONALSUBDIRECTIVES]
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account\ assets:bank:checking\ \ \ 1110
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\ \ a\ comment
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\ \ some\-tag:12345
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\f[]
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.fi
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.SS Rewriting accounts
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.PP
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.PP
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You can define aliases which rewrite your account names (after reading
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You can define aliases which rewrite your account names (after reading
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the journal, before generating reports).
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the journal, before generating reports).
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@ -871,7 +1035,7 @@ combining two accounts into one
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.IP \[bu] 2
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.IP \[bu] 2
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customising reports
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customising reports
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.PP
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.PP
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See also Cookbook: rewrite account names.
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See also Cookbook: Rewrite account names.
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.SS Basic aliases
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.SS Basic aliases
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.PP
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.PP
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To set an account alias, use the \f[C]alias\f[] directive in your
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To set an account alias, use the \f[C]alias\f[] directive in your
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@ -946,7 +1110,7 @@ alias directives, most recently seen first (recent directives take
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precedence over earlier ones; directives not yet seen are ignored)
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precedence over earlier ones; directives not yet seen are ignored)
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.IP "2." 3
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.IP "2." 3
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alias options, in the order they appear on the command line
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alias options, in the order they appear on the command line
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.SS end aliases
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.SS \f[C]end\ aliases\f[]
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.PP
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.PP
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You can clear (forget) all currently defined aliases with the
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You can clear (forget) all currently defined aliases with the
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\f[C]end\ aliases\f[] directive:
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\f[C]end\ aliases\f[] directive:
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@ -956,60 +1120,7 @@ You can clear (forget) all currently defined aliases with the
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end\ aliases
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end\ aliases
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\f[]
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\f[]
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.fi
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.fi
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.SS account directive
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.SS Default parent account
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.PP
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The \f[C]account\f[] directive predeclares account names.
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The simplest form is \f[C]account\ ACCTNAME\f[], eg:
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.IP
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.nf
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\f[C]
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account\ assets:bank:checking
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\f[]
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.fi
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.PP
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Currently this mainly helps with account name autocompletion in eg
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hledger add, hledger\-iadd, hledger\-web, and ledger\-mode.
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.PD 0
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.P
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.PD
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In future it will also help detect misspelled accounts.
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.PP
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Account names can be followed by a numeric account code:
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.IP
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.nf
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\f[C]
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account\ assets\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 1000
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account\ assets:bank:checking\ \ \ \ 1110
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account\ liabilities\ \ \ \ \ \ \ \ \ \ \ \ \ 2000
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account\ revenues\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 4000
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account\ expenses\ \ \ \ \ \ \ \ \ \ \ \ \ \ \ \ 6000
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\f[]
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.fi
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.PP
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This affects account display order in reports: accounts with codes are
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listed before accounts without codes, in increasing code order.
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(Otherwise, accounts are listed alphabetically.) Account codes should be
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all numeric digits, unique, and separated from the account name by at
|
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least two spaces (since account names may contain single spaces).
|
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By convention, often the first digit indicates the type of account, as
|
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in this numbering scheme and the example above.
|
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In future, we might use this to recognize account types.
|
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.PP
|
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An account directive can also have indented subdirectives following it,
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which are currently ignored.
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Here is the full syntax:
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.IP
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.nf
|
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\f[C]
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;\ account\ ACCTNAME\ \ [OPTIONALCODE]
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;\ \ \ [OPTIONALSUBDIRECTIVES]
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account\ assets:bank:checking\ \ \ 1110
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\ \ a\ comment
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\ \ some\-tag:12345
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\f[]
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.fi
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.SS apply account directive
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.PP
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.PP
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You can specify a parent account which will be prepended to all accounts
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You can specify a parent account which will be prepended to all accounts
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within a section of the journal.
|
within a section of the journal.
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@ -1054,125 +1165,13 @@ include\ personal.journal
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.PP
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.PP
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Prior to hledger 1.0, legacy \f[C]account\f[] and \f[C]end\f[] spellings
|
Prior to hledger 1.0, legacy \f[C]account\f[] and \f[C]end\f[] spellings
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were also supported.
|
were also supported.
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.SS Multi\-line comments
|
.SS Periodic transactions
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.PP
|
.PP
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A line containing just \f[C]comment\f[] starts a multi\-line comment,
|
Periodic transaction rules (enabled by \f[C]\-\-forecast\f[] or
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and a line containing just \f[C]end\ comment\f[] ends it.
|
\f[C]\-\-budget\f[]) describe recurring transactions.
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See comments.
|
They look like a transaction where the first line is a tilde
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.SS commodity directive
|
(\f[C]~\f[]) followed by a period expression (mnemonic: \f[C]~\f[] is
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.PP
|
like a recurring sine wave):
|
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The \f[C]commodity\f[] directive declares commodities which may be used
|
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in the journal (though currently we do not enforce this).
|
|
||||||
It may be written on a single line, like this:
|
|
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.IP
|
|
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.nf
|
|
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\f[C]
|
|
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;\ commodity\ EXAMPLEAMOUNT
|
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|
|
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;\ display\ AAAA\ amounts\ with\ the\ symbol\ on\ the\ right,\ space\-separated,
|
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;\ using\ period\ as\ decimal\ point,\ with\ four\ decimal\ places,\ and
|
|
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;\ separating\ thousands\ with\ comma.
|
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commodity\ 1,000.0000\ AAAA
|
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\f[]
|
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.fi
|
|
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.PP
|
|
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or on multiple lines, using the \[lq]format\[rq] subdirective.
|
|
||||||
In this case the commodity symbol appears twice and should be the same
|
|
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in both places:
|
|
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.IP
|
|
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.nf
|
|
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\f[C]
|
|
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;\ commodity\ SYMBOL
|
|
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;\ \ \ format\ EXAMPLEAMOUNT
|
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|
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;\ display\ indian\ rupees\ with\ currency\ name\ on\ the\ left,
|
|
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;\ thousands,\ lakhs\ and\ crores\ comma\-separated,
|
|
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;\ period\ as\ decimal\ point,\ and\ two\ decimal\ places.
|
|
||||||
commodity\ INR
|
|
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\ \ format\ INR\ 9,99,99,999.00
|
|
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\f[]
|
|
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.fi
|
|
||||||
.PP
|
|
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Commodity directives have a second purpose: they define the standard
|
|
||||||
display format for amounts in the commodity.
|
|
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Normally the display format is inferred from journal entries, but this
|
|
||||||
can be unpredictable; declaring it with a commodity directive overrides
|
|
||||||
this and removes ambiguity.
|
|
||||||
Towards this end, amounts in commodity directives must always be written
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|
||||||
with a decimal point (a period or comma, followed by 0 or more decimal
|
|
||||||
digits).
|
|
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.SS Default commodity
|
|
||||||
.PP
|
|
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The D directive sets a default commodity (and display format), to be
|
|
||||||
used for amounts without a commodity symbol (ie, plain numbers).
|
|
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(Note this differs from Ledger's default commodity directive.) The
|
|
||||||
commodity and display format will be applied to all subsequent
|
|
||||||
commodity\-less amounts, or until the next D directive.
|
|
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.IP
|
|
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.nf
|
|
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\f[C]
|
|
||||||
#\ commodity\-less\ amounts\ should\ be\ treated\ as\ dollars
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|
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#\ (and\ displayed\ with\ symbol\ on\ the\ left,\ thousands\ separators\ and\ two\ decimal\ places)
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D\ $1,000.00
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|
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|
|
||||||
1/1
|
|
||||||
\ \ a\ \ \ \ \ 5\ \ \ \ ;\ <\-\ commodity\-less\ amount,\ becomes\ $1
|
|
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\ \ b
|
|
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\f[]
|
|
||||||
.fi
|
|
||||||
.PP
|
|
||||||
As with the \f[C]commodity\f[] directive, the amount must always be
|
|
||||||
written with a decimal point.
|
|
||||||
.SS Default year
|
|
||||||
.PP
|
|
||||||
You can set a default year to be used for subsequent dates which don't
|
|
||||||
specify a year.
|
|
||||||
This is a line beginning with \f[C]Y\f[] followed by the year.
|
|
||||||
Eg:
|
|
||||||
.IP
|
|
||||||
.nf
|
|
||||||
\f[C]
|
|
||||||
Y2009\ \ \ \ \ \ ;\ set\ default\ year\ to\ 2009
|
|
||||||
|
|
||||||
12/15\ \ \ \ \ \ ;\ equivalent\ to\ 2009/12/15
|
|
||||||
\ \ expenses\ \ 1
|
|
||||||
\ \ assets
|
|
||||||
|
|
||||||
Y2010\ \ \ \ \ \ ;\ change\ default\ year\ to\ 2010
|
|
||||||
|
|
||||||
2009/1/30\ \ ;\ specifies\ the\ year,\ not\ affected
|
|
||||||
\ \ expenses\ \ 1
|
|
||||||
\ \ assets
|
|
||||||
|
|
||||||
1/31\ \ \ \ \ \ \ ;\ equivalent\ to\ 2010/1/31
|
|
||||||
\ \ expenses\ \ 1
|
|
||||||
\ \ assets
|
|
||||||
\f[]
|
|
||||||
.fi
|
|
||||||
.SS Including other files
|
|
||||||
.PP
|
|
||||||
You can pull in the content of additional journal files by writing an
|
|
||||||
include directive, like this:
|
|
||||||
.IP
|
|
||||||
.nf
|
|
||||||
\f[C]
|
|
||||||
include\ path/to/file.journal
|
|
||||||
\f[]
|
|
||||||
.fi
|
|
||||||
.PP
|
|
||||||
If the path does not begin with a slash, it is relative to the current
|
|
||||||
file.
|
|
||||||
Glob patterns (\f[C]*\f[]) are not currently supported.
|
|
||||||
.PP
|
|
||||||
The \f[C]include\f[] directive can only be used in journal files.
|
|
||||||
It can include journal, timeclock or timedot files, but not CSV files.
|
|
||||||
.SH Periodic transactions
|
|
||||||
.PP
|
|
||||||
Periodic transactions are a kind of rule with a dual purpose: they can
|
|
||||||
specify recurring future transactions (with \f[C]\-\-forecast\f[]), or
|
|
||||||
budget goals (with \f[C]\-\-budget\f[]).
|
|
||||||
They look a bit like a transaction, except the first line is a tilde
|
|
||||||
(\f[C]~\f[]) followed by a period expression:
|
|
||||||
.IP
|
.IP
|
||||||
.nf
|
.nf
|
||||||
\f[C]
|
\f[C]
|
||||||
@ -1182,25 +1181,34 @@ They look a bit like a transaction, except the first line is a tilde
|
|||||||
\f[]
|
\f[]
|
||||||
.fi
|
.fi
|
||||||
.PP
|
.PP
|
||||||
|
Periodic transactions have a dual purpose:
|
||||||
|
.IP \[bu] 2
|
||||||
With \f[C]\-\-forecast\f[], each periodic transaction rule generates
|
With \f[C]\-\-forecast\f[], each periodic transaction rule generates
|
||||||
recurring \[lq]forecast\[rq] transactions at the specified interval,
|
future transactions, recurring at the specified interval, which can be
|
||||||
beginning the day after the latest recorded journal transaction (or
|
seen in reports.
|
||||||
today, if there are no transactions) and ending 6 months from today (or
|
Forecast transactions begin the day after the latest recorded journal
|
||||||
at the report end date, if specified).
|
transaction (or today, if there are no transactions) and end 6 months
|
||||||
.PP
|
from today (or at the report end date, if specified).
|
||||||
With \f[C]balance\ \-\-budget\f[], each periodic transaction declares
|
.IP \[bu] 2
|
||||||
recurring budget goals for the specified accounts.
|
With \f[C]\-\-budget\f[] (supported by the balance command), each
|
||||||
|
periodic transaction rule declares recurring budget goals for the
|
||||||
|
specified accounts, which can be seen in budget reports.
|
||||||
Eg the example above declares the goal of receiving $400 from
|
Eg the example above declares the goal of receiving $400 from
|
||||||
\f[C]income:acme\ inc\f[] (and also, depositing $400 into
|
\f[C]income:acme\ inc\f[] (and also, depositing $400 into
|
||||||
\f[C]assets:bank:checking\f[]) every week.
|
\f[C]assets:bank:checking\f[]) every week.
|
||||||
.PP
|
.PP
|
||||||
For more details, see: balance: Budgeting and Budgeting and Forecasting.
|
(Actually, you can generate one\-off transactions too, by writing a
|
||||||
.SH Automated postings
|
period expression with no report interval.)
|
||||||
.PP
|
.PP
|
||||||
Automated postings are postings added automatically by rule to certain
|
For more details, see: balance: Budget report and Cookbook: Budgeting
|
||||||
transactions (with \f[C]\-\-auto\f[]).
|
and Forecasting.
|
||||||
|
.SS Automated postings
|
||||||
|
.PP
|
||||||
|
Automated postings (enabled by \f[C]\-\-auto\f[]) are postings added
|
||||||
|
automatically by rule to certain transactions.
|
||||||
An automated posting rule looks like a transaction where the first line
|
An automated posting rule looks like a transaction where the first line
|
||||||
is an equal sign (\f[C]=\f[]) followed by a query:
|
is an equal sign (\f[C]=\f[]) followed by a query (mnemonic: \f[C]=\f[]
|
||||||
|
tests for matching transactions, and also looks like posting lines):
|
||||||
.IP
|
.IP
|
||||||
.nf
|
.nf
|
||||||
\f[C]
|
\f[C]
|
||||||
@ -1240,10 +1248,8 @@ $\ hledger\ print\ \-\-auto
|
|||||||
\f[]
|
\f[]
|
||||||
.fi
|
.fi
|
||||||
.PP
|
.PP
|
||||||
Automated postings would not be distinguishable from equivalent postings
|
Like postings recorded by hand, automated postings participate in
|
||||||
written by hand.
|
transaction balancing, missing amount inference and balance assertions.
|
||||||
In particular, they would affect [amount inference|#postings] and
|
|
||||||
[balance assertion|#balance\-assertions] checks in the usual way.
|
|
||||||
.SH EDITOR SUPPORT
|
.SH EDITOR SUPPORT
|
||||||
.PP
|
.PP
|
||||||
Add\-on modes exist for various text editors, to make working with
|
Add\-on modes exist for various text editors, to make working with
|
||||||
|
|||||||
@ -57,12 +57,10 @@ assisted by the helper modes for emacs or vim.
|
|||||||
* Menu:
|
* Menu:
|
||||||
|
|
||||||
* FILE FORMAT::
|
* FILE FORMAT::
|
||||||
* Periodic transactions::
|
|
||||||
* Automated postings::
|
|
||||||
* EDITOR SUPPORT::
|
* EDITOR SUPPORT::
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: FILE FORMAT, Next: Periodic transactions, Prev: Top, Up: Top
|
File: hledger_journal.info, Node: FILE FORMAT, Next: EDITOR SUPPORT, Prev: Top, Up: Top
|
||||||
|
|
||||||
1 FILE FORMAT
|
1 FILE FORMAT
|
||||||
*************
|
*************
|
||||||
@ -83,6 +81,8 @@ File: hledger_journal.info, Node: FILE FORMAT, Next: Periodic transactions, P
|
|||||||
* Comments::
|
* Comments::
|
||||||
* Tags::
|
* Tags::
|
||||||
* Directives::
|
* Directives::
|
||||||
|
* Periodic transactions::
|
||||||
|
* Automated postings::
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Transactions, Next: Postings, Up: FILE FORMAT
|
File: hledger_journal.info, Node: Transactions, Next: Postings, Up: FILE FORMAT
|
||||||
@ -713,10 +713,6 @@ star ('*') are comments, and will be ignored. (Star comments cause
|
|||||||
org-mode nodes to be ignored, allowing emacs users to fold and navigate
|
org-mode nodes to be ignored, allowing emacs users to fold and navigate
|
||||||
their journals with org-mode or orgstruct-mode.)
|
their journals with org-mode or orgstruct-mode.)
|
||||||
|
|
||||||
Also, anything between 'comment' and 'end comment' directives is a
|
|
||||||
(multi-line) comment. If there is no 'end comment', the comment extends
|
|
||||||
to the end of the file.
|
|
||||||
|
|
||||||
You can attach comments to a transaction by writing them after the
|
You can attach comments to a transaction by writing them after the
|
||||||
description and/or indented on the following lines (before the
|
description and/or indented on the following lines (before the
|
||||||
postings). Similarly, you can attach comments to an individual posting
|
postings). Similarly, you can attach comments to an individual posting
|
||||||
@ -744,6 +740,9 @@ end comment
|
|||||||
; another comment line for posting 2
|
; another comment line for posting 2
|
||||||
; a file comment (because not indented)
|
; a file comment (because not indented)
|
||||||
|
|
||||||
|
You can also comment larger regions of a file using 'comment' and
|
||||||
|
'end comment' directives.
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Tags, Next: Directives, Prev: Comments, Up: FILE FORMAT
|
File: hledger_journal.info, Node: Tags, Next: Directives, Prev: Comments, Up: FILE FORMAT
|
||||||
|
|
||||||
@ -788,128 +787,142 @@ example, the following transaction has three tags ('A', 'TAG2',
|
|||||||
are simple strings.
|
are simple strings.
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Directives, Prev: Tags, Up: FILE FORMAT
|
File: hledger_journal.info, Node: Directives, Next: Periodic transactions, Prev: Tags, Up: FILE FORMAT
|
||||||
|
|
||||||
1.14 Directives
|
1.14 Directives
|
||||||
===============
|
===============
|
||||||
|
|
||||||
* Menu:
|
* Menu:
|
||||||
|
|
||||||
* Account aliases::
|
* Comment blocks::
|
||||||
* account directive::
|
|
||||||
* apply account directive::
|
|
||||||
* Multi-line comments::
|
|
||||||
* commodity directive::
|
|
||||||
* Default commodity::
|
|
||||||
* Default year::
|
|
||||||
* Including other files::
|
* Including other files::
|
||||||
|
* Default year::
|
||||||
|
* Declaring commodities::
|
||||||
|
* Default commodity::
|
||||||
|
* Declaring accounts::
|
||||||
|
* Rewriting accounts::
|
||||||
|
* Default parent account::
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Account aliases, Next: account directive, Up: Directives
|
File: hledger_journal.info, Node: Comment blocks, Next: Including other files, Up: Directives
|
||||||
|
|
||||||
1.14.1 Account aliases
|
1.14.1 Comment blocks
|
||||||
----------------------
|
---------------------
|
||||||
|
|
||||||
You can define aliases which rewrite your account names (after reading
|
A line containing just 'comment' starts a commented region of the file,
|
||||||
the journal, before generating reports). hledger's account aliases can
|
and a line containing just 'end comment' (or the end of the current
|
||||||
be useful for:
|
file) ends it. See also comments.
|
||||||
|
|
||||||
* expanding shorthand account names to their full form, allowing
|
|
||||||
easier data entry and a less verbose journal
|
|
||||||
* adapting old journals to your current chart of accounts
|
|
||||||
* experimenting with new account organisations, like a new hierarchy
|
|
||||||
or combining two accounts into one
|
|
||||||
* customising reports
|
|
||||||
|
|
||||||
See also Cookbook: rewrite account names.
|
|
||||||
* Menu:
|
|
||||||
|
|
||||||
* Basic aliases::
|
|
||||||
* Regex aliases::
|
|
||||||
* Multiple aliases::
|
|
||||||
* end aliases::
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Basic aliases, Next: Regex aliases, Up: Account aliases
|
File: hledger_journal.info, Node: Including other files, Next: Default year, Prev: Comment blocks, Up: Directives
|
||||||
|
|
||||||
1.14.1.1 Basic aliases
|
1.14.2 Including other files
|
||||||
......................
|
----------------------------
|
||||||
|
|
||||||
To set an account alias, use the 'alias' directive in your journal file.
|
You can pull in the content of additional files by writing an include
|
||||||
This affects all subsequent journal entries in the current file or its
|
directive, like this:
|
||||||
included files. The spaces around the = are optional:
|
|
||||||
|
|
||||||
alias OLD = NEW
|
include path/to/file.journal
|
||||||
|
|
||||||
Or, you can use the '--alias 'OLD=NEW'' option on the command line.
|
If the path does not begin with a slash, it is relative to the
|
||||||
This affects all entries. It's useful for trying out aliases
|
current file. Glob patterns ('*') are not currently supported.
|
||||||
interactively.
|
|
||||||
|
|
||||||
OLD and NEW are full account names. hledger will replace any
|
The 'include' directive can only be used in journal files. It can
|
||||||
occurrence of the old account name with the new one. Subaccounts are
|
include journal, timeclock or timedot files, but not CSV files.
|
||||||
also affected. Eg:
|
|
||||||
|
|
||||||
alias checking = assets:bank:wells fargo:checking
|
|
||||||
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Regex aliases, Next: Multiple aliases, Prev: Basic aliases, Up: Account aliases
|
File: hledger_journal.info, Node: Default year, Next: Declaring commodities, Prev: Including other files, Up: Directives
|
||||||
|
|
||||||
1.14.1.2 Regex aliases
|
1.14.3 Default year
|
||||||
......................
|
-------------------
|
||||||
|
|
||||||
There is also a more powerful variant that uses a regular expression,
|
You can set a default year to be used for subsequent dates which don't
|
||||||
indicated by the forward slashes:
|
specify a year. This is a line beginning with 'Y' followed by the year.
|
||||||
|
Eg:
|
||||||
|
|
||||||
alias /REGEX/ = REPLACEMENT
|
Y2009 ; set default year to 2009
|
||||||
|
|
||||||
or '--alias '/REGEX/=REPLACEMENT''.
|
12/15 ; equivalent to 2009/12/15
|
||||||
|
expenses 1
|
||||||
|
assets
|
||||||
|
|
||||||
REGEX is a case-insensitive regular expression. Anywhere it matches
|
Y2010 ; change default year to 2010
|
||||||
inside an account name, the matched part will be replaced by
|
|
||||||
REPLACEMENT. If REGEX contains parenthesised match groups, these can be
|
|
||||||
referenced by the usual numeric backreferences in REPLACEMENT. Eg:
|
|
||||||
|
|
||||||
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
|
2009/1/30 ; specifies the year, not affected
|
||||||
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
|
expenses 1
|
||||||
|
assets
|
||||||
|
|
||||||
Also note that REPLACEMENT continues to the end of line (or on
|
1/31 ; equivalent to 2010/1/31
|
||||||
command line, to end of option argument), so it can contain trailing
|
expenses 1
|
||||||
whitespace.
|
assets
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Multiple aliases, Next: end aliases, Prev: Regex aliases, Up: Account aliases
|
File: hledger_journal.info, Node: Declaring commodities, Next: Default commodity, Prev: Default year, Up: Directives
|
||||||
|
|
||||||
1.14.1.3 Multiple aliases
|
1.14.4 Declaring commodities
|
||||||
.........................
|
----------------------------
|
||||||
|
|
||||||
You can define as many aliases as you like using directives or
|
The 'commodity' directive declares commodities which may be used in the
|
||||||
command-line options. Aliases are recursive - each alias sees the
|
journal (though currently we do not enforce this). It may be written on
|
||||||
result of applying previous ones. (This is different from Ledger, where
|
a single line, like this:
|
||||||
aliases are non-recursive by default). Aliases are applied in the
|
|
||||||
following order:
|
|
||||||
|
|
||||||
1. alias directives, most recently seen first (recent directives take
|
; commodity EXAMPLEAMOUNT
|
||||||
precedence over earlier ones; directives not yet seen are ignored)
|
|
||||||
2. alias options, in the order they appear on the command line
|
; display AAAA amounts with the symbol on the right, space-separated,
|
||||||
|
; using period as decimal point, with four decimal places, and
|
||||||
|
; separating thousands with comma.
|
||||||
|
commodity 1,000.0000 AAAA
|
||||||
|
|
||||||
|
or on multiple lines, using the "format" subdirective. In this case
|
||||||
|
the commodity symbol appears twice and should be the same in both
|
||||||
|
places:
|
||||||
|
|
||||||
|
; commodity SYMBOL
|
||||||
|
; format EXAMPLEAMOUNT
|
||||||
|
|
||||||
|
; display indian rupees with currency name on the left,
|
||||||
|
; thousands, lakhs and crores comma-separated,
|
||||||
|
; period as decimal point, and two decimal places.
|
||||||
|
commodity INR
|
||||||
|
format INR 9,99,99,999.00
|
||||||
|
|
||||||
|
Commodity directives have a second purpose: they define the standard
|
||||||
|
display format for amounts in the commodity. Normally the display
|
||||||
|
format is inferred from journal entries, but this can be unpredictable;
|
||||||
|
declaring it with a commodity directive overrides this and removes
|
||||||
|
ambiguity. Towards this end, amounts in commodity directives must
|
||||||
|
always be written with a decimal point (a period or comma, followed by 0
|
||||||
|
or more decimal digits).
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: end aliases, Prev: Multiple aliases, Up: Account aliases
|
File: hledger_journal.info, Node: Default commodity, Next: Declaring accounts, Prev: Declaring commodities, Up: Directives
|
||||||
|
|
||||||
1.14.1.4 end aliases
|
1.14.5 Default commodity
|
||||||
....................
|
|
||||||
|
|
||||||
You can clear (forget) all currently defined aliases with the 'end
|
|
||||||
aliases' directive:
|
|
||||||
|
|
||||||
end aliases
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: account directive, Next: apply account directive, Prev: Account aliases, Up: Directives
|
|
||||||
|
|
||||||
1.14.2 account directive
|
|
||||||
------------------------
|
------------------------
|
||||||
|
|
||||||
|
The D directive sets a default commodity (and display format), to be
|
||||||
|
used for amounts without a commodity symbol (ie, plain numbers). (Note
|
||||||
|
this differs from Ledger's default commodity directive.) The commodity
|
||||||
|
and display format will be applied to all subsequent commodity-less
|
||||||
|
amounts, or until the next D directive.
|
||||||
|
|
||||||
|
# commodity-less amounts should be treated as dollars
|
||||||
|
# (and displayed with symbol on the left, thousands separators and two decimal places)
|
||||||
|
D $1,000.00
|
||||||
|
|
||||||
|
1/1
|
||||||
|
a 5 ; <- commodity-less amount, becomes $1
|
||||||
|
b
|
||||||
|
|
||||||
|
As with the 'commodity' directive, the amount must always be written
|
||||||
|
with a decimal point.
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: Declaring accounts, Next: Rewriting accounts, Prev: Default commodity, Up: Directives
|
||||||
|
|
||||||
|
1.14.6 Declaring accounts
|
||||||
|
-------------------------
|
||||||
|
|
||||||
The 'account' directive predeclares account names. The simplest form is
|
The 'account' directive predeclares account names. The simplest form is
|
||||||
'account ACCTNAME', eg:
|
'account ACCTNAME', eg:
|
||||||
|
|
||||||
@ -947,10 +960,110 @@ account assets:bank:checking 1110
|
|||||||
some-tag:12345
|
some-tag:12345
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: apply account directive, Next: Multi-line comments, Prev: account directive, Up: Directives
|
File: hledger_journal.info, Node: Rewriting accounts, Next: Default parent account, Prev: Declaring accounts, Up: Directives
|
||||||
|
|
||||||
1.14.3 apply account directive
|
1.14.7 Rewriting accounts
|
||||||
------------------------------
|
-------------------------
|
||||||
|
|
||||||
|
You can define aliases which rewrite your account names (after reading
|
||||||
|
the journal, before generating reports). hledger's account aliases can
|
||||||
|
be useful for:
|
||||||
|
|
||||||
|
* expanding shorthand account names to their full form, allowing
|
||||||
|
easier data entry and a less verbose journal
|
||||||
|
* adapting old journals to your current chart of accounts
|
||||||
|
* experimenting with new account organisations, like a new hierarchy
|
||||||
|
or combining two accounts into one
|
||||||
|
* customising reports
|
||||||
|
|
||||||
|
See also Cookbook: Rewrite account names.
|
||||||
|
* Menu:
|
||||||
|
|
||||||
|
* Basic aliases::
|
||||||
|
* Regex aliases::
|
||||||
|
* Multiple aliases::
|
||||||
|
* end aliases::
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: Basic aliases, Next: Regex aliases, Up: Rewriting accounts
|
||||||
|
|
||||||
|
1.14.7.1 Basic aliases
|
||||||
|
......................
|
||||||
|
|
||||||
|
To set an account alias, use the 'alias' directive in your journal file.
|
||||||
|
This affects all subsequent journal entries in the current file or its
|
||||||
|
included files. The spaces around the = are optional:
|
||||||
|
|
||||||
|
alias OLD = NEW
|
||||||
|
|
||||||
|
Or, you can use the '--alias 'OLD=NEW'' option on the command line.
|
||||||
|
This affects all entries. It's useful for trying out aliases
|
||||||
|
interactively.
|
||||||
|
|
||||||
|
OLD and NEW are full account names. hledger will replace any
|
||||||
|
occurrence of the old account name with the new one. Subaccounts are
|
||||||
|
also affected. Eg:
|
||||||
|
|
||||||
|
alias checking = assets:bank:wells fargo:checking
|
||||||
|
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: Regex aliases, Next: Multiple aliases, Prev: Basic aliases, Up: Rewriting accounts
|
||||||
|
|
||||||
|
1.14.7.2 Regex aliases
|
||||||
|
......................
|
||||||
|
|
||||||
|
There is also a more powerful variant that uses a regular expression,
|
||||||
|
indicated by the forward slashes:
|
||||||
|
|
||||||
|
alias /REGEX/ = REPLACEMENT
|
||||||
|
|
||||||
|
or '--alias '/REGEX/=REPLACEMENT''.
|
||||||
|
|
||||||
|
REGEX is a case-insensitive regular expression. Anywhere it matches
|
||||||
|
inside an account name, the matched part will be replaced by
|
||||||
|
REPLACEMENT. If REGEX contains parenthesised match groups, these can be
|
||||||
|
referenced by the usual numeric backreferences in REPLACEMENT. Eg:
|
||||||
|
|
||||||
|
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
|
||||||
|
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
|
||||||
|
|
||||||
|
Also note that REPLACEMENT continues to the end of line (or on
|
||||||
|
command line, to end of option argument), so it can contain trailing
|
||||||
|
whitespace.
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: Multiple aliases, Next: end aliases, Prev: Regex aliases, Up: Rewriting accounts
|
||||||
|
|
||||||
|
1.14.7.3 Multiple aliases
|
||||||
|
.........................
|
||||||
|
|
||||||
|
You can define as many aliases as you like using directives or
|
||||||
|
command-line options. Aliases are recursive - each alias sees the
|
||||||
|
result of applying previous ones. (This is different from Ledger, where
|
||||||
|
aliases are non-recursive by default). Aliases are applied in the
|
||||||
|
following order:
|
||||||
|
|
||||||
|
1. alias directives, most recently seen first (recent directives take
|
||||||
|
precedence over earlier ones; directives not yet seen are ignored)
|
||||||
|
2. alias options, in the order they appear on the command line
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: end aliases, Prev: Multiple aliases, Up: Rewriting accounts
|
||||||
|
|
||||||
|
1.14.7.4 'end aliases'
|
||||||
|
......................
|
||||||
|
|
||||||
|
You can clear (forget) all currently defined aliases with the 'end
|
||||||
|
aliases' directive:
|
||||||
|
|
||||||
|
end aliases
|
||||||
|
|
||||||
|
|
||||||
|
File: hledger_journal.info, Node: Default parent account, Prev: Rewriting accounts, Up: Directives
|
||||||
|
|
||||||
|
1.14.8 Default parent account
|
||||||
|
-----------------------------
|
||||||
|
|
||||||
You can specify a parent account which will be prepended to all accounts
|
You can specify a parent account which will be prepended to all accounts
|
||||||
within a section of the journal. Use the 'apply account' and 'end apply
|
within a section of the journal. Use the 'apply account' and 'end apply
|
||||||
@ -983,157 +1096,52 @@ include personal.journal
|
|||||||
supported.
|
supported.
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Multi-line comments, Next: commodity directive, Prev: apply account directive, Up: Directives
|
File: hledger_journal.info, Node: Periodic transactions, Next: Automated postings, Prev: Directives, Up: FILE FORMAT
|
||||||
|
|
||||||
1.14.4 Multi-line comments
|
1.15 Periodic transactions
|
||||||
--------------------------
|
==========================
|
||||||
|
|
||||||
A line containing just 'comment' starts a multi-line comment, and a line
|
Periodic transaction rules (enabled by '--forecast' or '--budget')
|
||||||
containing just 'end comment' ends it. See comments.
|
describe recurring transactions. They look like a transaction where the
|
||||||
|
first line is a tilde ('~') followed by a period expression (mnemonic:
|
||||||
|
'~' is like a recurring sine wave):
|
||||||
File: hledger_journal.info, Node: commodity directive, Next: Default commodity, Prev: Multi-line comments, Up: Directives
|
|
||||||
|
|
||||||
1.14.5 commodity directive
|
|
||||||
--------------------------
|
|
||||||
|
|
||||||
The 'commodity' directive declares commodities which may be used in the
|
|
||||||
journal (though currently we do not enforce this). It may be written on
|
|
||||||
a single line, like this:
|
|
||||||
|
|
||||||
; commodity EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display AAAA amounts with the symbol on the right, space-separated,
|
|
||||||
; using period as decimal point, with four decimal places, and
|
|
||||||
; separating thousands with comma.
|
|
||||||
commodity 1,000.0000 AAAA
|
|
||||||
|
|
||||||
or on multiple lines, using the "format" subdirective. In this case
|
|
||||||
the commodity symbol appears twice and should be the same in both
|
|
||||||
places:
|
|
||||||
|
|
||||||
; commodity SYMBOL
|
|
||||||
; format EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display indian rupees with currency name on the left,
|
|
||||||
; thousands, lakhs and crores comma-separated,
|
|
||||||
; period as decimal point, and two decimal places.
|
|
||||||
commodity INR
|
|
||||||
format INR 9,99,99,999.00
|
|
||||||
|
|
||||||
Commodity directives have a second purpose: they define the standard
|
|
||||||
display format for amounts in the commodity. Normally the display
|
|
||||||
format is inferred from journal entries, but this can be unpredictable;
|
|
||||||
declaring it with a commodity directive overrides this and removes
|
|
||||||
ambiguity. Towards this end, amounts in commodity directives must
|
|
||||||
always be written with a decimal point (a period or comma, followed by 0
|
|
||||||
or more decimal digits).
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Default commodity, Next: Default year, Prev: commodity directive, Up: Directives
|
|
||||||
|
|
||||||
1.14.6 Default commodity
|
|
||||||
------------------------
|
|
||||||
|
|
||||||
The D directive sets a default commodity (and display format), to be
|
|
||||||
used for amounts without a commodity symbol (ie, plain numbers). (Note
|
|
||||||
this differs from Ledger's default commodity directive.) The commodity
|
|
||||||
and display format will be applied to all subsequent commodity-less
|
|
||||||
amounts, or until the next D directive.
|
|
||||||
|
|
||||||
# commodity-less amounts should be treated as dollars
|
|
||||||
# (and displayed with symbol on the left, thousands separators and two decimal places)
|
|
||||||
D $1,000.00
|
|
||||||
|
|
||||||
1/1
|
|
||||||
a 5 ; <- commodity-less amount, becomes $1
|
|
||||||
b
|
|
||||||
|
|
||||||
As with the 'commodity' directive, the amount must always be written
|
|
||||||
with a decimal point.
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Default year, Next: Including other files, Prev: Default commodity, Up: Directives
|
|
||||||
|
|
||||||
1.14.7 Default year
|
|
||||||
-------------------
|
|
||||||
|
|
||||||
You can set a default year to be used for subsequent dates which don't
|
|
||||||
specify a year. This is a line beginning with 'Y' followed by the year.
|
|
||||||
Eg:
|
|
||||||
|
|
||||||
Y2009 ; set default year to 2009
|
|
||||||
|
|
||||||
12/15 ; equivalent to 2009/12/15
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
|
|
||||||
Y2010 ; change default year to 2010
|
|
||||||
|
|
||||||
2009/1/30 ; specifies the year, not affected
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
|
|
||||||
1/31 ; equivalent to 2010/1/31
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Including other files, Prev: Default year, Up: Directives
|
|
||||||
|
|
||||||
1.14.8 Including other files
|
|
||||||
----------------------------
|
|
||||||
|
|
||||||
You can pull in the content of additional journal files by writing an
|
|
||||||
include directive, like this:
|
|
||||||
|
|
||||||
include path/to/file.journal
|
|
||||||
|
|
||||||
If the path does not begin with a slash, it is relative to the
|
|
||||||
current file. Glob patterns ('*') are not currently supported.
|
|
||||||
|
|
||||||
The 'include' directive can only be used in journal files. It can
|
|
||||||
include journal, timeclock or timedot files, but not CSV files.
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Periodic transactions, Next: Automated postings, Prev: FILE FORMAT, Up: Top
|
|
||||||
|
|
||||||
2 Periodic transactions
|
|
||||||
***********************
|
|
||||||
|
|
||||||
Periodic transactions are a kind of rule with a dual purpose: they can
|
|
||||||
specify recurring future transactions (with '--forecast'), or budget
|
|
||||||
goals (with '--budget'). They look a bit like a transaction, except the
|
|
||||||
first line is a tilde ('~') followed by a period expression:
|
|
||||||
|
|
||||||
~ weekly
|
~ weekly
|
||||||
assets:bank:checking $400 ; paycheck
|
assets:bank:checking $400 ; paycheck
|
||||||
income:acme inc
|
income:acme inc
|
||||||
|
|
||||||
With '--forecast', each periodic transaction rule generates recurring
|
Periodic transactions have a dual purpose:
|
||||||
"forecast" transactions at the specified interval, beginning the day
|
|
||||||
after the latest recorded journal transaction (or today, if there are no
|
|
||||||
transactions) and ending 6 months from today (or at the report end date,
|
|
||||||
if specified).
|
|
||||||
|
|
||||||
With 'balance --budget', each periodic transaction declares recurring
|
* With '--forecast', each periodic transaction rule generates future
|
||||||
budget goals for the specified accounts. Eg the example above declares
|
transactions, recurring at the specified interval, which can be
|
||||||
the goal of receiving $400 from 'income:acme inc' (and also, depositing
|
seen in reports. Forecast transactions begin the day after the
|
||||||
$400 into 'assets:bank:checking') every week.
|
latest recorded journal transaction (or today, if there are no
|
||||||
|
transactions) and end 6 months from today (or at the report end
|
||||||
|
date, if specified).
|
||||||
|
|
||||||
For more details, see: balance: Budgeting and Budgeting and
|
* With '--budget' (supported by the balance command), each periodic
|
||||||
Forecasting.
|
transaction rule declares recurring budget goals for the specified
|
||||||
|
accounts, which can be seen in budget reports. Eg the example
|
||||||
|
above declares the goal of receiving $400 from 'income:acme inc'
|
||||||
|
(and also, depositing $400 into 'assets:bank:checking') every week.
|
||||||
|
|
||||||
|
(Actually, you can generate one-off transactions too, by writing a
|
||||||
|
period expression with no report interval.)
|
||||||
|
|
||||||
|
For more details, see: balance: Budget report and Cookbook: Budgeting
|
||||||
|
and Forecasting.
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: Automated postings, Next: EDITOR SUPPORT, Prev: Periodic transactions, Up: Top
|
File: hledger_journal.info, Node: Automated postings, Prev: Periodic transactions, Up: FILE FORMAT
|
||||||
|
|
||||||
3 Automated postings
|
1.16 Automated postings
|
||||||
********************
|
=======================
|
||||||
|
|
||||||
Automated postings are postings added automatically by rule to certain
|
Automated postings (enabled by '--auto') are postings added
|
||||||
transactions (with '--auto'). An automated posting rule looks like a
|
automatically by rule to certain transactions. An automated posting
|
||||||
transaction where the first line is an equal sign ('=') followed by a
|
rule looks like a transaction where the first line is an equal sign
|
||||||
query:
|
('=') followed by a query (mnemonic: '=' tests for matching
|
||||||
|
transactions, and also looks like posting lines):
|
||||||
|
|
||||||
= expenses:gifts
|
= expenses:gifts
|
||||||
budget:gifts *-1
|
budget:gifts *-1
|
||||||
@ -1161,15 +1169,13 @@ $ hledger print --auto
|
|||||||
(budget:gifts) $-20
|
(budget:gifts) $-20
|
||||||
assets
|
assets
|
||||||
|
|
||||||
Automated postings would not be distinguishable from equivalent
|
Like postings recorded by hand, automated postings participate in
|
||||||
postings written by hand. In particular, they would affect [amount
|
transaction balancing, missing amount inference and balance assertions.
|
||||||
inference|#postings] and [balance assertion|#balance-assertions] checks
|
|
||||||
in the usual way.
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: EDITOR SUPPORT, Prev: Automated postings, Up: Top
|
File: hledger_journal.info, Node: EDITOR SUPPORT, Prev: FILE FORMAT, Up: Top
|
||||||
|
|
||||||
4 EDITOR SUPPORT
|
2 EDITOR SUPPORT
|
||||||
****************
|
****************
|
||||||
|
|
||||||
Add-on modes exist for various text editors, to make working with
|
Add-on modes exist for various text editors, to make working with
|
||||||
@ -1196,89 +1202,89 @@ Code
|
|||||||
|
|
||||||
Tag Table:
|
Tag Table:
|
||||||
Node: Top76
|
Node: Top76
|
||||||
Node: FILE FORMAT2425
|
Node: FILE FORMAT2376
|
||||||
Ref: #file-format2556
|
Ref: #file-format2500
|
||||||
Node: Transactions2779
|
Node: Transactions2772
|
||||||
Ref: #transactions2900
|
Ref: #transactions2893
|
||||||
Node: Postings3584
|
Node: Postings3577
|
||||||
Ref: #postings3711
|
Ref: #postings3704
|
||||||
Node: Dates4706
|
Node: Dates4699
|
||||||
Ref: #dates4821
|
Ref: #dates4814
|
||||||
Node: Simple dates4886
|
Node: Simple dates4879
|
||||||
Ref: #simple-dates5012
|
Ref: #simple-dates5005
|
||||||
Node: Secondary dates5378
|
Node: Secondary dates5371
|
||||||
Ref: #secondary-dates5532
|
Ref: #secondary-dates5525
|
||||||
Node: Posting dates7095
|
Node: Posting dates7088
|
||||||
Ref: #posting-dates7224
|
Ref: #posting-dates7217
|
||||||
Node: Status8598
|
Node: Status8591
|
||||||
Ref: #status8718
|
Ref: #status8711
|
||||||
Node: Description10426
|
Node: Description10419
|
||||||
Ref: #description10564
|
Ref: #description10557
|
||||||
Node: Payee and note10883
|
Node: Payee and note10876
|
||||||
Ref: #payee-and-note10997
|
Ref: #payee-and-note10990
|
||||||
Node: Account names11239
|
Node: Account names11232
|
||||||
Ref: #account-names11382
|
Ref: #account-names11375
|
||||||
Node: Amounts11869
|
Node: Amounts11862
|
||||||
Ref: #amounts12005
|
Ref: #amounts11998
|
||||||
Node: Virtual Postings15020
|
Node: Virtual Postings15013
|
||||||
Ref: #virtual-postings15179
|
Ref: #virtual-postings15172
|
||||||
Node: Balance Assertions16399
|
Node: Balance Assertions16392
|
||||||
Ref: #balance-assertions16574
|
Ref: #balance-assertions16567
|
||||||
Node: Assertions and ordering17470
|
Node: Assertions and ordering17463
|
||||||
Ref: #assertions-and-ordering17656
|
Ref: #assertions-and-ordering17649
|
||||||
Node: Assertions and included files18356
|
Node: Assertions and included files18349
|
||||||
Ref: #assertions-and-included-files18597
|
Ref: #assertions-and-included-files18590
|
||||||
Node: Assertions and multiple -f options18930
|
Node: Assertions and multiple -f options18923
|
||||||
Ref: #assertions-and-multiple--f-options19184
|
Ref: #assertions-and-multiple--f-options19177
|
||||||
Node: Assertions and commodities19316
|
Node: Assertions and commodities19309
|
||||||
Ref: #assertions-and-commodities19551
|
Ref: #assertions-and-commodities19544
|
||||||
Node: Assertions and subaccounts20247
|
Node: Assertions and subaccounts20240
|
||||||
Ref: #assertions-and-subaccounts20479
|
Ref: #assertions-and-subaccounts20472
|
||||||
Node: Assertions and virtual postings21000
|
Node: Assertions and virtual postings20993
|
||||||
Ref: #assertions-and-virtual-postings21207
|
Ref: #assertions-and-virtual-postings21200
|
||||||
Node: Balance Assignments21349
|
Node: Balance Assignments21342
|
||||||
Ref: #balance-assignments21518
|
Ref: #balance-assignments21511
|
||||||
Node: Prices22638
|
Node: Prices22631
|
||||||
Ref: #prices22771
|
Ref: #prices22764
|
||||||
Node: Transaction prices22822
|
Node: Transaction prices22815
|
||||||
Ref: #transaction-prices22967
|
Ref: #transaction-prices22960
|
||||||
Node: Market prices25123
|
Node: Market prices25116
|
||||||
Ref: #market-prices25258
|
Ref: #market-prices25251
|
||||||
Node: Comments26218
|
Node: Comments26211
|
||||||
Ref: #comments26340
|
Ref: #comments26333
|
||||||
Node: Tags27582
|
Node: Tags27503
|
||||||
Ref: #tags27700
|
Ref: #tags27621
|
||||||
Node: Directives29102
|
Node: Directives29023
|
||||||
Ref: #directives29215
|
Ref: #directives29166
|
||||||
Node: Account aliases29408
|
Node: Comment blocks29359
|
||||||
Ref: #account-aliases29552
|
Ref: #comment-blocks29504
|
||||||
Node: Basic aliases30156
|
Node: Including other files29680
|
||||||
Ref: #basic-aliases30299
|
Ref: #including-other-files29860
|
||||||
Node: Regex aliases30989
|
Node: Default year30249
|
||||||
Ref: #regex-aliases31157
|
Ref: #default-year30418
|
||||||
Node: Multiple aliases31875
|
Node: Declaring commodities30841
|
||||||
Ref: #multiple-aliases32047
|
Ref: #declaring-commodities31024
|
||||||
Node: end aliases32545
|
Node: Default commodity32251
|
||||||
Ref: #end-aliases32685
|
Ref: #default-commodity32432
|
||||||
Node: account directive32786
|
Node: Declaring accounts33064
|
||||||
Ref: #account-directive32966
|
Ref: #declaring-accounts33244
|
||||||
Node: apply account directive34313
|
Node: Rewriting accounts34591
|
||||||
Ref: #apply-account-directive34509
|
Ref: #rewriting-accounts34776
|
||||||
Node: Multi-line comments35168
|
Node: Basic aliases35380
|
||||||
Ref: #multi-line-comments35358
|
Ref: #basic-aliases35526
|
||||||
Node: commodity directive35486
|
Node: Regex aliases36216
|
||||||
Ref: #commodity-directive35670
|
Ref: #regex-aliases36387
|
||||||
Node: Default commodity36897
|
Node: Multiple aliases37105
|
||||||
Ref: #default-commodity37070
|
Ref: #multiple-aliases37280
|
||||||
Node: Default year37702
|
Node: end aliases37778
|
||||||
Ref: #default-year37867
|
Ref: #end-aliases37925
|
||||||
Node: Including other files38290
|
Node: Default parent account38026
|
||||||
Ref: #including-other-files38447
|
Ref: #default-parent-account38192
|
||||||
Node: Periodic transactions38844
|
Node: Periodic transactions38851
|
||||||
Ref: #periodic-transactions39010
|
Ref: #periodic-transactions39030
|
||||||
Node: Automated postings39999
|
Node: Automated postings40329
|
||||||
Ref: #automated-postings40162
|
Ref: #automated-postings40483
|
||||||
Node: EDITOR SUPPORT41290
|
Node: EDITOR SUPPORT41616
|
||||||
Ref: #editor-support41415
|
Ref: #editor-support41734
|
||||||
|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|||||||
@ -553,10 +553,6 @@ FILE FORMAT
|
|||||||
nodes to be ignored, allowing emacs users to fold and navigate their
|
nodes to be ignored, allowing emacs users to fold and navigate their
|
||||||
journals with org-mode or orgstruct-mode.)
|
journals with org-mode or orgstruct-mode.)
|
||||||
|
|
||||||
Also, anything between comment and end comment directives is a
|
|
||||||
(multi-line) comment. If there is no end comment, the comment extends
|
|
||||||
to the end of the file.
|
|
||||||
|
|
||||||
You can attach comments to a transaction by writing them after the
|
You can attach comments to a transaction by writing them after the
|
||||||
description and/or indented on the following lines (before the post-
|
description and/or indented on the following lines (before the post-
|
||||||
ings). Similarly, you can attach comments to an individual posting by
|
ings). Similarly, you can attach comments to an individual posting by
|
||||||
@ -584,21 +580,24 @@ FILE FORMAT
|
|||||||
; another comment line for posting 2
|
; another comment line for posting 2
|
||||||
; a file comment (because not indented)
|
; a file comment (because not indented)
|
||||||
|
|
||||||
|
You can also comment larger regions of a file using comment and
|
||||||
|
end comment directives.
|
||||||
|
|
||||||
Tags
|
Tags
|
||||||
Tags are a way to add extra labels or labelled data to postings and
|
Tags are a way to add extra labels or labelled data to postings and
|
||||||
transactions, which you can then search or pivot on.
|
transactions, which you can then search or pivot on.
|
||||||
|
|
||||||
A simple tag is a word (which may contain hyphens) followed by a full
|
A simple tag is a word (which may contain hyphens) followed by a full
|
||||||
colon, written inside a transaction or posting comment line:
|
colon, written inside a transaction or posting comment line:
|
||||||
|
|
||||||
2017/1/16 bought groceries ; sometag:
|
2017/1/16 bought groceries ; sometag:
|
||||||
|
|
||||||
Tags can have a value, which is the text after the colon, up to the
|
Tags can have a value, which is the text after the colon, up to the
|
||||||
next comma or end of line, with leading/trailing whitespace removed:
|
next comma or end of line, with leading/trailing whitespace removed:
|
||||||
|
|
||||||
expenses:food $10 ; a-posting-tag: the tag value
|
expenses:food $10 ; a-posting-tag: the tag value
|
||||||
|
|
||||||
Note this means hledger's tag values can not contain commas or new-
|
Note this means hledger's tag values can not contain commas or new-
|
||||||
lines. Ending at commas means you can write multiple short tags on one
|
lines. Ending at commas means you can write multiple short tags on one
|
||||||
line, comma separated:
|
line, comma separated:
|
||||||
|
|
||||||
@ -612,213 +611,35 @@ FILE FORMAT
|
|||||||
|
|
||||||
o "tag2" is another tag, whose value is "some value ..."
|
o "tag2" is another tag, whose value is "some value ..."
|
||||||
|
|
||||||
Tags in a transaction comment affect the transaction and all of its
|
Tags in a transaction comment affect the transaction and all of its
|
||||||
postings, while tags in a posting comment affect only that posting.
|
postings, while tags in a posting comment affect only that posting.
|
||||||
For example, the following transaction has three tags (A, TAG2,
|
For example, the following transaction has three tags (A, TAG2,
|
||||||
third-tag) and the posting has four (those plus posting-tag):
|
third-tag) and the posting has four (those plus posting-tag):
|
||||||
|
|
||||||
1/1 a transaction ; A:, TAG2:
|
1/1 a transaction ; A:, TAG2:
|
||||||
; third-tag: a third transaction tag, <- with a value
|
; third-tag: a third transaction tag, <- with a value
|
||||||
(a) $1 ; posting-tag:
|
(a) $1 ; posting-tag:
|
||||||
|
|
||||||
Tags are like Ledger's metadata feature, except hledger's tag values
|
Tags are like Ledger's metadata feature, except hledger's tag values
|
||||||
are simple strings.
|
are simple strings.
|
||||||
|
|
||||||
Directives
|
Directives
|
||||||
Account aliases
|
Comment blocks
|
||||||
You can define aliases which rewrite your account names (after reading
|
A line containing just comment starts a commented region of the file,
|
||||||
the journal, before generating reports). hledger's account aliases can
|
and a line containing just end comment (or the end of the current file)
|
||||||
be useful for:
|
ends it. See also comments.
|
||||||
|
|
||||||
o expanding shorthand account names to their full form, allowing easier
|
Including other files
|
||||||
data entry and a less verbose journal
|
You can pull in the content of additional files by writing an include
|
||||||
|
directive, like this:
|
||||||
|
|
||||||
o adapting old journals to your current chart of accounts
|
include path/to/file.journal
|
||||||
|
|
||||||
o experimenting with new account organisations, like a new hierarchy or
|
If the path does not begin with a slash, it is relative to the current
|
||||||
combining two accounts into one
|
file. Glob patterns (*) are not currently supported.
|
||||||
|
|
||||||
o customising reports
|
The include directive can only be used in journal files. It can
|
||||||
|
include journal, timeclock or timedot files, but not CSV files.
|
||||||
See also Cookbook: rewrite account names.
|
|
||||||
|
|
||||||
Basic aliases
|
|
||||||
To set an account alias, use the alias directive in your journal file.
|
|
||||||
This affects all subsequent journal entries in the current file or its
|
|
||||||
included files. The spaces around the = are optional:
|
|
||||||
|
|
||||||
alias OLD = NEW
|
|
||||||
|
|
||||||
Or, you can use the --alias 'OLD=NEW' option on the command line. This
|
|
||||||
affects all entries. It's useful for trying out aliases interactively.
|
|
||||||
|
|
||||||
OLD and NEW are full account names. hledger will replace any occur-
|
|
||||||
rence of the old account name with the new one. Subaccounts are also
|
|
||||||
affected. Eg:
|
|
||||||
|
|
||||||
alias checking = assets:bank:wells fargo:checking
|
|
||||||
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
|
|
||||||
|
|
||||||
Regex aliases
|
|
||||||
There is also a more powerful variant that uses a regular expression,
|
|
||||||
indicated by the forward slashes:
|
|
||||||
|
|
||||||
alias /REGEX/ = REPLACEMENT
|
|
||||||
|
|
||||||
or --alias '/REGEX/=REPLACEMENT'.
|
|
||||||
|
|
||||||
REGEX is a case-insensitive regular expression. Anywhere it matches
|
|
||||||
inside an account name, the matched part will be replaced by REPLACE-
|
|
||||||
MENT. If REGEX contains parenthesised match groups, these can be ref-
|
|
||||||
erenced by the usual numeric backreferences in REPLACEMENT. Eg:
|
|
||||||
|
|
||||||
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
|
|
||||||
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
|
|
||||||
|
|
||||||
Also note that REPLACEMENT continues to the end of line (or on command
|
|
||||||
line, to end of option argument), so it can contain trailing white-
|
|
||||||
space.
|
|
||||||
|
|
||||||
Multiple aliases
|
|
||||||
You can define as many aliases as you like using directives or com-
|
|
||||||
mand-line options. Aliases are recursive - each alias sees the result
|
|
||||||
of applying previous ones. (This is different from Ledger, where
|
|
||||||
aliases are non-recursive by default). Aliases are applied in the fol-
|
|
||||||
lowing order:
|
|
||||||
|
|
||||||
1. alias directives, most recently seen first (recent directives take
|
|
||||||
precedence over earlier ones; directives not yet seen are ignored)
|
|
||||||
|
|
||||||
2. alias options, in the order they appear on the command line
|
|
||||||
|
|
||||||
end aliases
|
|
||||||
You can clear (forget) all currently defined aliases with the
|
|
||||||
end aliases directive:
|
|
||||||
|
|
||||||
end aliases
|
|
||||||
|
|
||||||
account directive
|
|
||||||
The account directive predeclares account names. The simplest form is
|
|
||||||
account ACCTNAME, eg:
|
|
||||||
|
|
||||||
account assets:bank:checking
|
|
||||||
|
|
||||||
Currently this mainly helps with account name autocompletion in eg
|
|
||||||
hledger add, hledger-iadd, hledger-web, and ledger-mode.
|
|
||||||
In future it will also help detect misspelled accounts.
|
|
||||||
|
|
||||||
Account names can be followed by a numeric account code:
|
|
||||||
|
|
||||||
account assets 1000
|
|
||||||
account assets:bank:checking 1110
|
|
||||||
account liabilities 2000
|
|
||||||
account revenues 4000
|
|
||||||
account expenses 6000
|
|
||||||
|
|
||||||
This affects account display order in reports: accounts with codes are
|
|
||||||
listed before accounts without codes, in increasing code order. (Oth-
|
|
||||||
erwise, accounts are listed alphabetically.) Account codes should be
|
|
||||||
all numeric digits, unique, and separated from the account name by at
|
|
||||||
least two spaces (since account names may contain single spaces). By
|
|
||||||
convention, often the first digit indicates the type of account, as in
|
|
||||||
this numbering scheme and the example above. In future, we might use
|
|
||||||
this to recognize account types.
|
|
||||||
|
|
||||||
An account directive can also have indented subdirectives following it,
|
|
||||||
which are currently ignored. Here is the full syntax:
|
|
||||||
|
|
||||||
; account ACCTNAME [OPTIONALCODE]
|
|
||||||
; [OPTIONALSUBDIRECTIVES]
|
|
||||||
|
|
||||||
account assets:bank:checking 1110
|
|
||||||
a comment
|
|
||||||
some-tag:12345
|
|
||||||
|
|
||||||
apply account directive
|
|
||||||
You can specify a parent account which will be prepended to all
|
|
||||||
accounts within a section of the journal. Use the apply account and
|
|
||||||
end apply account directives like so:
|
|
||||||
|
|
||||||
apply account home
|
|
||||||
|
|
||||||
2010/1/1
|
|
||||||
food $10
|
|
||||||
cash
|
|
||||||
|
|
||||||
end apply account
|
|
||||||
|
|
||||||
which is equivalent to:
|
|
||||||
|
|
||||||
2010/01/01
|
|
||||||
home:food $10
|
|
||||||
home:cash $-10
|
|
||||||
|
|
||||||
If end apply account is omitted, the effect lasts to the end of the
|
|
||||||
file. Included files are also affected, eg:
|
|
||||||
|
|
||||||
apply account business
|
|
||||||
include biz.journal
|
|
||||||
end apply account
|
|
||||||
apply account personal
|
|
||||||
include personal.journal
|
|
||||||
|
|
||||||
Prior to hledger 1.0, legacy account and end spellings were also sup-
|
|
||||||
ported.
|
|
||||||
|
|
||||||
Multi-line comments
|
|
||||||
A line containing just comment starts a multi-line comment, and a line
|
|
||||||
containing just end comment ends it. See comments.
|
|
||||||
|
|
||||||
commodity directive
|
|
||||||
The commodity directive declares commodities which may be used in the
|
|
||||||
journal (though currently we do not enforce this). It may be written
|
|
||||||
on a single line, like this:
|
|
||||||
|
|
||||||
; commodity EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display AAAA amounts with the symbol on the right, space-separated,
|
|
||||||
; using period as decimal point, with four decimal places, and
|
|
||||||
; separating thousands with comma.
|
|
||||||
commodity 1,000.0000 AAAA
|
|
||||||
|
|
||||||
or on multiple lines, using the "format" subdirective. In this case
|
|
||||||
the commodity symbol appears twice and should be the same in both
|
|
||||||
places:
|
|
||||||
|
|
||||||
; commodity SYMBOL
|
|
||||||
; format EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display indian rupees with currency name on the left,
|
|
||||||
; thousands, lakhs and crores comma-separated,
|
|
||||||
; period as decimal point, and two decimal places.
|
|
||||||
commodity INR
|
|
||||||
format INR 9,99,99,999.00
|
|
||||||
|
|
||||||
Commodity directives have a second purpose: they define the standard
|
|
||||||
display format for amounts in the commodity. Normally the display for-
|
|
||||||
mat is inferred from journal entries, but this can be unpredictable;
|
|
||||||
declaring it with a commodity directive overrides this and removes
|
|
||||||
ambiguity. Towards this end, amounts in commodity directives must
|
|
||||||
always be written with a decimal point (a period or comma, followed by
|
|
||||||
0 or more decimal digits).
|
|
||||||
|
|
||||||
Default commodity
|
|
||||||
The D directive sets a default commodity (and display format), to be
|
|
||||||
used for amounts without a commodity symbol (ie, plain numbers). (Note
|
|
||||||
this differs from Ledger's default commodity directive.) The commodity
|
|
||||||
and display format will be applied to all subsequent commodity-less
|
|
||||||
amounts, or until the next D directive.
|
|
||||||
|
|
||||||
# commodity-less amounts should be treated as dollars
|
|
||||||
# (and displayed with symbol on the left, thousands separators and two decimal places)
|
|
||||||
D $1,000.00
|
|
||||||
|
|
||||||
1/1
|
|
||||||
a 5 ; <- commodity-less amount, becomes $1
|
|
||||||
b
|
|
||||||
|
|
||||||
As with the commodity directive, the amount must always be written with
|
|
||||||
a decimal point.
|
|
||||||
|
|
||||||
Default year
|
Default year
|
||||||
You can set a default year to be used for subsequent dates which don't
|
You can set a default year to be used for subsequent dates which don't
|
||||||
@ -841,47 +662,234 @@ FILE FORMAT
|
|||||||
expenses 1
|
expenses 1
|
||||||
assets
|
assets
|
||||||
|
|
||||||
Including other files
|
Declaring commodities
|
||||||
You can pull in the content of additional journal files by writing an
|
The commodity directive declares commodities which may be used in the
|
||||||
include directive, like this:
|
journal (though currently we do not enforce this). It may be written
|
||||||
|
on a single line, like this:
|
||||||
|
|
||||||
include path/to/file.journal
|
; commodity EXAMPLEAMOUNT
|
||||||
|
|
||||||
If the path does not begin with a slash, it is relative to the current
|
; display AAAA amounts with the symbol on the right, space-separated,
|
||||||
file. Glob patterns (*) are not currently supported.
|
; using period as decimal point, with four decimal places, and
|
||||||
|
; separating thousands with comma.
|
||||||
|
commodity 1,000.0000 AAAA
|
||||||
|
|
||||||
The include directive can only be used in journal files. It can
|
or on multiple lines, using the "format" subdirective. In this case
|
||||||
include journal, timeclock or timedot files, but not CSV files.
|
the commodity symbol appears twice and should be the same in both
|
||||||
|
places:
|
||||||
|
|
||||||
Periodic transactions
|
; commodity SYMBOL
|
||||||
Periodic transactions are a kind of rule with a dual purpose: they can
|
; format EXAMPLEAMOUNT
|
||||||
specify recurring future transactions (with --forecast), or budget
|
|
||||||
goals (with --budget). They look a bit like a transaction, except the
|
; display indian rupees with currency name on the left,
|
||||||
first line is a tilde (~) followed by a period expression:
|
; thousands, lakhs and crores comma-separated,
|
||||||
|
; period as decimal point, and two decimal places.
|
||||||
|
commodity INR
|
||||||
|
format INR 9,99,99,999.00
|
||||||
|
|
||||||
|
Commodity directives have a second purpose: they define the standard
|
||||||
|
display format for amounts in the commodity. Normally the display for-
|
||||||
|
mat is inferred from journal entries, but this can be unpredictable;
|
||||||
|
declaring it with a commodity directive overrides this and removes
|
||||||
|
ambiguity. Towards this end, amounts in commodity directives must
|
||||||
|
always be written with a decimal point (a period or comma, followed by
|
||||||
|
0 or more decimal digits).
|
||||||
|
|
||||||
|
Default commodity
|
||||||
|
The D directive sets a default commodity (and display format), to be
|
||||||
|
used for amounts without a commodity symbol (ie, plain numbers). (Note
|
||||||
|
this differs from Ledger's default commodity directive.) The commodity
|
||||||
|
and display format will be applied to all subsequent commodity-less
|
||||||
|
amounts, or until the next D directive.
|
||||||
|
|
||||||
|
# commodity-less amounts should be treated as dollars
|
||||||
|
# (and displayed with symbol on the left, thousands separators and two decimal places)
|
||||||
|
D $1,000.00
|
||||||
|
|
||||||
|
1/1
|
||||||
|
a 5 ; <- commodity-less amount, becomes $1
|
||||||
|
b
|
||||||
|
|
||||||
|
As with the commodity directive, the amount must always be written with
|
||||||
|
a decimal point.
|
||||||
|
|
||||||
|
Declaring accounts
|
||||||
|
The account directive predeclares account names. The simplest form is
|
||||||
|
account ACCTNAME, eg:
|
||||||
|
|
||||||
|
account assets:bank:checking
|
||||||
|
|
||||||
|
Currently this mainly helps with account name autocompletion in eg
|
||||||
|
hledger add, hledger-iadd, hledger-web, and ledger-mode.
|
||||||
|
In future it will also help detect misspelled accounts.
|
||||||
|
|
||||||
|
Account names can be followed by a numeric account code:
|
||||||
|
|
||||||
|
account assets 1000
|
||||||
|
account assets:bank:checking 1110
|
||||||
|
account liabilities 2000
|
||||||
|
account revenues 4000
|
||||||
|
account expenses 6000
|
||||||
|
|
||||||
|
This affects account display order in reports: accounts with codes are
|
||||||
|
listed before accounts without codes, in increasing code order. (Oth-
|
||||||
|
erwise, accounts are listed alphabetically.) Account codes should be
|
||||||
|
all numeric digits, unique, and separated from the account name by at
|
||||||
|
least two spaces (since account names may contain single spaces). By
|
||||||
|
convention, often the first digit indicates the type of account, as in
|
||||||
|
this numbering scheme and the example above. In future, we might use
|
||||||
|
this to recognize account types.
|
||||||
|
|
||||||
|
An account directive can also have indented subdirectives following it,
|
||||||
|
which are currently ignored. Here is the full syntax:
|
||||||
|
|
||||||
|
; account ACCTNAME [OPTIONALCODE]
|
||||||
|
; [OPTIONALSUBDIRECTIVES]
|
||||||
|
|
||||||
|
account assets:bank:checking 1110
|
||||||
|
a comment
|
||||||
|
some-tag:12345
|
||||||
|
|
||||||
|
Rewriting accounts
|
||||||
|
You can define aliases which rewrite your account names (after reading
|
||||||
|
the journal, before generating reports). hledger's account aliases can
|
||||||
|
be useful for:
|
||||||
|
|
||||||
|
o expanding shorthand account names to their full form, allowing easier
|
||||||
|
data entry and a less verbose journal
|
||||||
|
|
||||||
|
o adapting old journals to your current chart of accounts
|
||||||
|
|
||||||
|
o experimenting with new account organisations, like a new hierarchy or
|
||||||
|
combining two accounts into one
|
||||||
|
|
||||||
|
o customising reports
|
||||||
|
|
||||||
|
See also Cookbook: Rewrite account names.
|
||||||
|
|
||||||
|
Basic aliases
|
||||||
|
To set an account alias, use the alias directive in your journal file.
|
||||||
|
This affects all subsequent journal entries in the current file or its
|
||||||
|
included files. The spaces around the = are optional:
|
||||||
|
|
||||||
|
alias OLD = NEW
|
||||||
|
|
||||||
|
Or, you can use the --alias 'OLD=NEW' option on the command line. This
|
||||||
|
affects all entries. It's useful for trying out aliases interactively.
|
||||||
|
|
||||||
|
OLD and NEW are full account names. hledger will replace any occur-
|
||||||
|
rence of the old account name with the new one. Subaccounts are also
|
||||||
|
affected. Eg:
|
||||||
|
|
||||||
|
alias checking = assets:bank:wells fargo:checking
|
||||||
|
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
|
||||||
|
|
||||||
|
Regex aliases
|
||||||
|
There is also a more powerful variant that uses a regular expression,
|
||||||
|
indicated by the forward slashes:
|
||||||
|
|
||||||
|
alias /REGEX/ = REPLACEMENT
|
||||||
|
|
||||||
|
or --alias '/REGEX/=REPLACEMENT'.
|
||||||
|
|
||||||
|
REGEX is a case-insensitive regular expression. Anywhere it matches
|
||||||
|
inside an account name, the matched part will be replaced by REPLACE-
|
||||||
|
MENT. If REGEX contains parenthesised match groups, these can be ref-
|
||||||
|
erenced by the usual numeric backreferences in REPLACEMENT. Eg:
|
||||||
|
|
||||||
|
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
|
||||||
|
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
|
||||||
|
|
||||||
|
Also note that REPLACEMENT continues to the end of line (or on command
|
||||||
|
line, to end of option argument), so it can contain trailing white-
|
||||||
|
space.
|
||||||
|
|
||||||
|
Multiple aliases
|
||||||
|
You can define as many aliases as you like using directives or com-
|
||||||
|
mand-line options. Aliases are recursive - each alias sees the result
|
||||||
|
of applying previous ones. (This is different from Ledger, where
|
||||||
|
aliases are non-recursive by default). Aliases are applied in the fol-
|
||||||
|
lowing order:
|
||||||
|
|
||||||
|
1. alias directives, most recently seen first (recent directives take
|
||||||
|
precedence over earlier ones; directives not yet seen are ignored)
|
||||||
|
|
||||||
|
2. alias options, in the order they appear on the command line
|
||||||
|
|
||||||
|
end aliases
|
||||||
|
You can clear (forget) all currently defined aliases with the
|
||||||
|
end aliases directive:
|
||||||
|
|
||||||
|
end aliases
|
||||||
|
|
||||||
|
Default parent account
|
||||||
|
You can specify a parent account which will be prepended to all
|
||||||
|
accounts within a section of the journal. Use the apply account and
|
||||||
|
end apply account directives like so:
|
||||||
|
|
||||||
|
apply account home
|
||||||
|
|
||||||
|
2010/1/1
|
||||||
|
food $10
|
||||||
|
cash
|
||||||
|
|
||||||
|
end apply account
|
||||||
|
|
||||||
|
which is equivalent to:
|
||||||
|
|
||||||
|
2010/01/01
|
||||||
|
home:food $10
|
||||||
|
home:cash $-10
|
||||||
|
|
||||||
|
If end apply account is omitted, the effect lasts to the end of the
|
||||||
|
file. Included files are also affected, eg:
|
||||||
|
|
||||||
|
apply account business
|
||||||
|
include biz.journal
|
||||||
|
end apply account
|
||||||
|
apply account personal
|
||||||
|
include personal.journal
|
||||||
|
|
||||||
|
Prior to hledger 1.0, legacy account and end spellings were also sup-
|
||||||
|
ported.
|
||||||
|
|
||||||
|
Periodic transactions
|
||||||
|
Periodic transaction rules (enabled by --forecast or --budget) describe
|
||||||
|
recurring transactions. They look like a transaction where the first
|
||||||
|
line is a tilde (~) followed by a period expression (mnemonic: ~ is
|
||||||
|
like a recurring sine wave):
|
||||||
|
|
||||||
~ weekly
|
~ weekly
|
||||||
assets:bank:checking $400 ; paycheck
|
assets:bank:checking $400 ; paycheck
|
||||||
income:acme inc
|
income:acme inc
|
||||||
|
|
||||||
With --forecast, each periodic transaction rule generates recurring
|
Periodic transactions have a dual purpose:
|
||||||
"forecast" transactions at the specified interval, beginning the day
|
|
||||||
after the latest recorded journal transaction (or today, if there are
|
|
||||||
no transactions) and ending 6 months from today (or at the report end
|
|
||||||
date, if specified).
|
|
||||||
|
|
||||||
With balance --budget, each periodic transaction declares recurring
|
o With --forecast, each periodic transaction rule generates future
|
||||||
budget goals for the specified accounts. Eg the example above declares
|
transactions, recurring at the specified interval, which can be seen
|
||||||
the goal of receiving $400 from income:acme inc (and also, depositing
|
in reports. Forecast transactions begin the day after the latest
|
||||||
$400 into assets:bank:checking) every week.
|
recorded journal transaction (or today, if there are no transactions)
|
||||||
|
and end 6 months from today (or at the report end date, if speci-
|
||||||
|
fied).
|
||||||
|
|
||||||
For more details, see: balance: Budgeting and Budgeting and Forecast-
|
o With --budget (supported by the balance command), each periodic
|
||||||
ing.
|
transaction rule declares recurring budget goals for the specified
|
||||||
|
accounts, which can be seen in budget reports. Eg the example above
|
||||||
|
declares the goal of receiving $400 from income:acme inc (and also,
|
||||||
|
depositing $400 into assets:bank:checking) every week.
|
||||||
|
|
||||||
Automated postings
|
(Actually, you can generate one-off transactions too, by writing a
|
||||||
Automated postings are postings added automatically by rule to certain
|
period expression with no report interval.)
|
||||||
transactions (with --auto). An automated posting rule looks like a
|
|
||||||
transaction where the first line is an equal sign (=) followed by a
|
For more details, see: balance: Budget report and Cookbook: Budgeting
|
||||||
query:
|
and Forecasting.
|
||||||
|
|
||||||
|
Automated postings
|
||||||
|
Automated postings (enabled by --auto) are postings added automatically
|
||||||
|
by rule to certain transactions. An automated posting rule looks like
|
||||||
|
a transaction where the first line is an equal sign (=) followed by a
|
||||||
|
query (mnemonic: = tests for matching transactions, and also looks like
|
||||||
|
posting lines):
|
||||||
|
|
||||||
= expenses:gifts
|
= expenses:gifts
|
||||||
budget:gifts *-1
|
budget:gifts *-1
|
||||||
@ -909,18 +917,16 @@ Automated postings
|
|||||||
(budget:gifts) $-20
|
(budget:gifts) $-20
|
||||||
assets
|
assets
|
||||||
|
|
||||||
Automated postings would not be distinguishable from equivalent post-
|
Like postings recorded by hand, automated postings participate in
|
||||||
ings written by hand. In particular, they would affect [amount infer-
|
transaction balancing, missing amount inference and balance assertions.
|
||||||
ence|#postings] and [balance assertion|#balance-assertions] checks in
|
|
||||||
the usual way.
|
|
||||||
|
|
||||||
EDITOR SUPPORT
|
EDITOR SUPPORT
|
||||||
Add-on modes exist for various text editors, to make working with jour-
|
Add-on modes exist for various text editors, to make working with jour-
|
||||||
nal files easier. They add colour, navigation aids and helpful com-
|
nal files easier. They add colour, navigation aids and helpful com-
|
||||||
mands. For hledger users who edit the journal file directly (the
|
mands. For hledger users who edit the journal file directly (the
|
||||||
majority), using one of these modes is quite recommended.
|
majority), using one of these modes is quite recommended.
|
||||||
|
|
||||||
These were written with Ledger in mind, but also work with hledger
|
These were written with Ledger in mind, but also work with hledger
|
||||||
files:
|
files:
|
||||||
|
|
||||||
|
|
||||||
@ -939,7 +945,7 @@ EDITOR SUPPORT
|
|||||||
|
|
||||||
|
|
||||||
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)
|
||||||
|
|
||||||
|
|
||||||
@ -953,7 +959,7 @@ COPYRIGHT
|
|||||||
|
|
||||||
|
|
||||||
SEE ALSO
|
SEE ALSO
|
||||||
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
||||||
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
||||||
dot(5), ledger(1)
|
dot(5), ledger(1)
|
||||||
|
|
||||||
|
|||||||
@ -1607,7 +1607,8 @@ Or with \f[C]\-S/\-\-sort\-amount\f[], by their balance amount.
|
|||||||
\[lq]Boring\[rq] accounts, which contain a single interesting subaccount
|
\[lq]Boring\[rq] accounts, which contain a single interesting subaccount
|
||||||
and no balance of their own, are elided into the following line for more
|
and no balance of their own, are elided into the following line for more
|
||||||
compact output.
|
compact output.
|
||||||
Use \f[C]\-\-no\-elide\f[] to prevent this.
|
(Eg above, the \[lq]liabilities\[rq] account.) Use
|
||||||
|
\f[C]\-\-no\-elide\f[] to prevent this.
|
||||||
.PP
|
.PP
|
||||||
Account balances are \[lq]inclusive\[rq] \- they include the balances of
|
Account balances are \[lq]inclusive\[rq] \- they include the balances of
|
||||||
any subaccounts.
|
any subaccounts.
|
||||||
|
|||||||
@ -1212,7 +1212,8 @@ sorted by account code if any, then by account name. Or with
|
|||||||
|
|
||||||
"Boring" accounts, which contain a single interesting subaccount and
|
"Boring" accounts, which contain a single interesting subaccount and
|
||||||
no balance of their own, are elided into the following line for more
|
no balance of their own, are elided into the following line for more
|
||||||
compact output. Use '--no-elide' to prevent this.
|
compact output. (Eg above, the "liabilities" account.) Use
|
||||||
|
'--no-elide' to prevent this.
|
||||||
|
|
||||||
Account balances are "inclusive" - they include the balances of any
|
Account balances are "inclusive" - they include the balances of any
|
||||||
subaccounts.
|
subaccounts.
|
||||||
@ -2485,84 +2486,84 @@ Node: balance35737
|
|||||||
Ref: #balance35848
|
Ref: #balance35848
|
||||||
Node: Classic balance report38931
|
Node: Classic balance report38931
|
||||||
Ref: #classic-balance-report39104
|
Ref: #classic-balance-report39104
|
||||||
Node: Customising the classic balance report40433
|
Node: Customising the classic balance report40473
|
||||||
Ref: #customising-the-classic-balance-report40661
|
Ref: #customising-the-classic-balance-report40701
|
||||||
Node: Colour support42735
|
Node: Colour support42775
|
||||||
Ref: #colour-support42902
|
Ref: #colour-support42942
|
||||||
Node: Flat mode43075
|
Node: Flat mode43115
|
||||||
Ref: #flat-mode43223
|
Ref: #flat-mode43263
|
||||||
Node: Depth limited balance reports43636
|
Node: Depth limited balance reports43676
|
||||||
Ref: #depth-limited-balance-reports43836
|
Ref: #depth-limited-balance-reports43876
|
||||||
Node: Multicolumn balance report44292
|
Node: Multicolumn balance report44332
|
||||||
Ref: #multicolumn-balance-report44490
|
Ref: #multicolumn-balance-report44530
|
||||||
Node: Budget report49670
|
Node: Budget report49710
|
||||||
Ref: #budget-report49813
|
Ref: #budget-report49853
|
||||||
Ref: #output-format-152847
|
Ref: #output-format-152887
|
||||||
Node: balancesheet52925
|
Node: balancesheet52965
|
||||||
Ref: #balancesheet53061
|
Ref: #balancesheet53101
|
||||||
Node: balancesheetequity55372
|
Node: balancesheetequity55412
|
||||||
Ref: #balancesheetequity55521
|
Ref: #balancesheetequity55561
|
||||||
Node: cashflow56058
|
Node: cashflow56098
|
||||||
Ref: #cashflow56186
|
Ref: #cashflow56226
|
||||||
Node: check-dates58309
|
Node: check-dates58349
|
||||||
Ref: #check-dates58436
|
Ref: #check-dates58476
|
||||||
Node: check-dupes58553
|
Node: check-dupes58593
|
||||||
Ref: #check-dupes58677
|
Ref: #check-dupes58717
|
||||||
Node: close58814
|
Node: close58854
|
||||||
Ref: #close58921
|
Ref: #close58961
|
||||||
Node: help59251
|
Node: help59291
|
||||||
Ref: #help59351
|
Ref: #help59391
|
||||||
Node: import60425
|
Node: import60465
|
||||||
Ref: #import60539
|
Ref: #import60579
|
||||||
Node: incomestatement61269
|
Node: incomestatement61309
|
||||||
Ref: #incomestatement61403
|
Ref: #incomestatement61443
|
||||||
Node: prices63807
|
Node: prices63847
|
||||||
Ref: #prices63922
|
Ref: #prices63962
|
||||||
Node: print63965
|
Node: print64005
|
||||||
Ref: #print64075
|
Ref: #print64115
|
||||||
Node: print-unique68969
|
Node: print-unique69009
|
||||||
Ref: #print-unique69095
|
Ref: #print-unique69135
|
||||||
Node: register69163
|
Node: register69203
|
||||||
Ref: #register69290
|
Ref: #register69330
|
||||||
Node: Custom register output73791
|
Node: Custom register output73831
|
||||||
Ref: #custom-register-output73920
|
Ref: #custom-register-output73960
|
||||||
Node: register-match75150
|
Node: register-match75190
|
||||||
Ref: #register-match75284
|
Ref: #register-match75324
|
||||||
Node: rewrite75467
|
Node: rewrite75507
|
||||||
Ref: #rewrite75584
|
Ref: #rewrite75624
|
||||||
Node: stats75653
|
Node: stats75693
|
||||||
Ref: #stats75756
|
Ref: #stats75796
|
||||||
Node: tags76626
|
Node: tags76666
|
||||||
Ref: #tags76724
|
Ref: #tags76764
|
||||||
Node: test76960
|
Node: test77000
|
||||||
Ref: #test77044
|
Ref: #test77084
|
||||||
Node: ADD-ON COMMANDS77412
|
Node: ADD-ON COMMANDS77452
|
||||||
Ref: #add-on-commands77522
|
Ref: #add-on-commands77562
|
||||||
Node: Official add-ons78809
|
Node: Official add-ons78849
|
||||||
Ref: #official-add-ons78949
|
Ref: #official-add-ons78989
|
||||||
Node: api79036
|
Node: api79076
|
||||||
Ref: #api79125
|
Ref: #api79165
|
||||||
Node: ui79177
|
Node: ui79217
|
||||||
Ref: #ui79276
|
Ref: #ui79316
|
||||||
Node: web79334
|
Node: web79374
|
||||||
Ref: #web79423
|
Ref: #web79463
|
||||||
Node: Third party add-ons79469
|
Node: Third party add-ons79509
|
||||||
Ref: #third-party-add-ons79644
|
Ref: #third-party-add-ons79684
|
||||||
Node: diff79779
|
Node: diff79819
|
||||||
Ref: #diff79876
|
Ref: #diff79916
|
||||||
Node: iadd79975
|
Node: iadd80015
|
||||||
Ref: #iadd80089
|
Ref: #iadd80129
|
||||||
Node: interest80172
|
Node: interest80212
|
||||||
Ref: #interest80293
|
Ref: #interest80333
|
||||||
Node: irr80388
|
Node: irr80428
|
||||||
Ref: #irr80486
|
Ref: #irr80526
|
||||||
Node: Experimental add-ons80564
|
Node: Experimental add-ons80604
|
||||||
Ref: #experimental-add-ons80716
|
Ref: #experimental-add-ons80756
|
||||||
Node: autosync80996
|
Node: autosync81036
|
||||||
Ref: #autosync81107
|
Ref: #autosync81147
|
||||||
Node: chart81346
|
Node: chart81386
|
||||||
Ref: #chart81465
|
Ref: #chart81505
|
||||||
Node: check81536
|
Node: check81576
|
||||||
Ref: #check81638
|
Ref: #check81678
|
||||||
|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|||||||
@ -1099,15 +1099,16 @@ COMMANDS
|
|||||||
|
|
||||||
"Boring" accounts, which contain a single interesting subaccount and no
|
"Boring" accounts, which contain a single interesting subaccount and no
|
||||||
balance of their own, are elided into the following line for more com-
|
balance of their own, are elided into the following line for more com-
|
||||||
pact output. Use --no-elide to prevent this.
|
pact output. (Eg above, the "liabilities" account.) Use --no-elide to
|
||||||
|
prevent this.
|
||||||
|
|
||||||
Account balances are "inclusive" - they include the balances of any
|
Account balances are "inclusive" - they include the balances of any
|
||||||
subaccounts.
|
subaccounts.
|
||||||
|
|
||||||
Accounts which have zero balance (and no non-zero subaccounts) are
|
Accounts which have zero balance (and no non-zero subaccounts) are
|
||||||
omitted. Use -E/--empty to show them.
|
omitted. Use -E/--empty to show them.
|
||||||
|
|
||||||
A final total is displayed by default; use -N/--no-total to suppress
|
A final total is displayed by default; use -N/--no-total to suppress
|
||||||
it, eg:
|
it, eg:
|
||||||
|
|
||||||
$ hledger balance -p 2008/6 expenses --no-total
|
$ hledger balance -p 2008/6 expenses --no-total
|
||||||
@ -1116,7 +1117,7 @@ COMMANDS
|
|||||||
$1 supplies
|
$1 supplies
|
||||||
|
|
||||||
Customising the classic balance report
|
Customising the classic balance report
|
||||||
You can customise the layout of classic balance reports with --for-
|
You can customise the layout of classic balance reports with --for-
|
||||||
mat FMT:
|
mat FMT:
|
||||||
|
|
||||||
$ hledger balance --format "%20(account) %12(total)"
|
$ hledger balance --format "%20(account) %12(total)"
|
||||||
@ -1134,7 +1135,7 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
The FMT format string (plus a newline) specifies the formatting applied
|
The FMT format string (plus a newline) specifies the formatting applied
|
||||||
to each account/balance pair. It may contain any suitable text, with
|
to each account/balance pair. It may contain any suitable text, with
|
||||||
data fields interpolated like so:
|
data fields interpolated like so:
|
||||||
|
|
||||||
%[MIN][.MAX](FIELDNAME)
|
%[MIN][.MAX](FIELDNAME)
|
||||||
@ -1145,14 +1146,14 @@ COMMANDS
|
|||||||
|
|
||||||
o FIELDNAME must be enclosed in parentheses, and can be one of:
|
o FIELDNAME must be enclosed in parentheses, and can be one of:
|
||||||
|
|
||||||
o depth_spacer - a number of spaces equal to the account's depth, or
|
o depth_spacer - a number of spaces equal to the account's depth, or
|
||||||
if MIN is specified, MIN * depth spaces.
|
if MIN is specified, MIN * depth spaces.
|
||||||
|
|
||||||
o account - the account's name
|
o account - the account's name
|
||||||
|
|
||||||
o total - the account's balance/posted total, right justified
|
o total - the account's balance/posted total, right justified
|
||||||
|
|
||||||
Also, FMT can begin with an optional prefix to control how multi-com-
|
Also, FMT can begin with an optional prefix to control how multi-com-
|
||||||
modity amounts are rendered:
|
modity amounts are rendered:
|
||||||
|
|
||||||
o %_ - render on multiple lines, bottom-aligned (the default)
|
o %_ - render on multiple lines, bottom-aligned (the default)
|
||||||
@ -1161,7 +1162,7 @@ COMMANDS
|
|||||||
|
|
||||||
o %, - render on one line, comma-separated
|
o %, - render on one line, comma-separated
|
||||||
|
|
||||||
There are some quirks. Eg in one-line mode, %(depth_spacer) has no
|
There are some quirks. Eg in one-line mode, %(depth_spacer) has no
|
||||||
effect, instead %(account) has indentation built in.
|
effect, instead %(account) has indentation built in.
|
||||||
Experimentation may be needed to get pleasing results.
|
Experimentation may be needed to get pleasing results.
|
||||||
|
|
||||||
@ -1169,14 +1170,14 @@ COMMANDS
|
|||||||
|
|
||||||
o %(total) - the account's total
|
o %(total) - the account's total
|
||||||
|
|
||||||
o %-20.20(account) - the account's name, left justified, padded to 20
|
o %-20.20(account) - the account's name, left justified, padded to 20
|
||||||
characters and clipped at 20 characters
|
characters and clipped at 20 characters
|
||||||
|
|
||||||
o %,%-50(account) %25(total) - account name padded to 50 characters,
|
o %,%-50(account) %25(total) - account name padded to 50 characters,
|
||||||
total padded to 20 characters, with multiple commodities rendered on
|
total padded to 20 characters, with multiple commodities rendered on
|
||||||
one line
|
one line
|
||||||
|
|
||||||
o %20(total) %2(depth_spacer)%-(account) - the default format for the
|
o %20(total) %2(depth_spacer)%-(account) - the default format for the
|
||||||
single-column balance report
|
single-column balance report
|
||||||
|
|
||||||
Colour support
|
Colour support
|
||||||
@ -1187,9 +1188,9 @@ COMMANDS
|
|||||||
o the output is not being redirected or piped anywhere
|
o the output is not being redirected or piped anywhere
|
||||||
|
|
||||||
Flat mode
|
Flat mode
|
||||||
To see a flat list instead of the default hierarchical display, use
|
To see a flat list instead of the default hierarchical display, use
|
||||||
--flat. In this mode, accounts (unless depth-clipped) show their full
|
--flat. In this mode, accounts (unless depth-clipped) show their full
|
||||||
names and "exclusive" balance, excluding any subaccount balances. In
|
names and "exclusive" balance, excluding any subaccount balances. In
|
||||||
this mode, you can also use --drop N to omit the first few account name
|
this mode, you can also use --drop N to omit the first few account name
|
||||||
components.
|
components.
|
||||||
|
|
||||||
@ -1198,8 +1199,8 @@ COMMANDS
|
|||||||
$1 supplies
|
$1 supplies
|
||||||
|
|
||||||
Depth limited balance reports
|
Depth limited balance reports
|
||||||
With --depth N or depth:N or just -N, balance reports show accounts
|
With --depth N or depth:N or just -N, balance reports show accounts
|
||||||
only to the specified numeric depth. This is very useful to summarise
|
only to the specified numeric depth. This is very useful to summarise
|
||||||
a complex set of accounts and get an overview.
|
a complex set of accounts and get an overview.
|
||||||
|
|
||||||
$ hledger balance -N -1
|
$ hledger balance -N -1
|
||||||
@ -1212,17 +1213,17 @@ COMMANDS
|
|||||||
inclusive balances at the depth limit.
|
inclusive balances at the depth limit.
|
||||||
|
|
||||||
Multicolumn balance report
|
Multicolumn balance report
|
||||||
Multicolumn or tabular balance reports are a very useful hledger fea-
|
Multicolumn or tabular balance reports are a very useful hledger fea-
|
||||||
ture, and usually the preferred style. They share many of the above
|
ture, and usually the preferred style. They share many of the above
|
||||||
features, but they show the report as a table, with columns represent-
|
features, but they show the report as a table, with columns represent-
|
||||||
ing time periods. This mode is activated by providing a reporting
|
ing time periods. This mode is activated by providing a reporting
|
||||||
interval.
|
interval.
|
||||||
|
|
||||||
There are three types of multicolumn balance report, showing different
|
There are three types of multicolumn balance report, showing different
|
||||||
information:
|
information:
|
||||||
|
|
||||||
1. By default: each column shows the sum of postings in that period, ie
|
1. By default: each column shows the sum of postings in that period, ie
|
||||||
the account's change of balance in that period. This is useful eg
|
the account's change of balance in that period. This is useful eg
|
||||||
for a monthly income statement:
|
for a monthly income statement:
|
||||||
|
|
||||||
$ hledger balance --quarterly income expenses -E
|
$ hledger balance --quarterly income expenses -E
|
||||||
@ -1237,8 +1238,8 @@ COMMANDS
|
|||||||
-------------------++---------------------------------
|
-------------------++---------------------------------
|
||||||
|| $-1 $1 0 0
|
|| $-1 $1 0 0
|
||||||
|
|
||||||
2. With --cumulative: each column shows the ending balance for that
|
2. With --cumulative: each column shows the ending balance for that
|
||||||
period, accumulating the changes across periods, starting from 0 at
|
period, accumulating the changes across periods, starting from 0 at
|
||||||
the report start date:
|
the report start date:
|
||||||
|
|
||||||
$ hledger balance --quarterly income expenses -E --cumulative
|
$ hledger balance --quarterly income expenses -E --cumulative
|
||||||
@ -1254,8 +1255,8 @@ COMMANDS
|
|||||||
|| $-1 0 0 0
|
|| $-1 0 0 0
|
||||||
|
|
||||||
3. With --historical/-H: each column shows the actual historical ending
|
3. With --historical/-H: each column shows the actual historical ending
|
||||||
balance for that period, accumulating the changes across periods,
|
balance for that period, accumulating the changes across periods,
|
||||||
starting from the actual balance at the report start date. This is
|
starting from the actual balance at the report start date. This is
|
||||||
useful eg for a multi-period balance sheet, and when you are showing
|
useful eg for a multi-period balance sheet, and when you are showing
|
||||||
only the data after a certain start date:
|
only the data after a certain start date:
|
||||||
|
|
||||||
@ -1271,26 +1272,26 @@ COMMANDS
|
|||||||
----------------------++-------------------------------------
|
----------------------++-------------------------------------
|
||||||
|| 0 0 0
|
|| 0 0 0
|
||||||
|
|
||||||
Multicolumn balance reports display accounts in flat mode by default;
|
Multicolumn balance reports display accounts in flat mode by default;
|
||||||
to see the hierarchy, use --tree.
|
to see the hierarchy, use --tree.
|
||||||
|
|
||||||
With a reporting interval (like --quarterly above), the report
|
With a reporting interval (like --quarterly above), the report
|
||||||
start/end dates will be adjusted if necessary so that they encompass
|
start/end dates will be adjusted if necessary so that they encompass
|
||||||
the displayed report periods. This is so that the first and last peri-
|
the displayed report periods. This is so that the first and last peri-
|
||||||
ods will be "full" and comparable to the others.
|
ods will be "full" and comparable to the others.
|
||||||
|
|
||||||
The -E/--empty flag does two things in multicolumn balance reports:
|
The -E/--empty flag does two things in multicolumn balance reports:
|
||||||
first, the report will show all columns within the specified report
|
first, the report will show all columns within the specified report
|
||||||
period (without -E, leading and trailing columns with all zeroes are
|
period (without -E, leading and trailing columns with all zeroes are
|
||||||
not shown). Second, all accounts which existed at the report start
|
not shown). Second, all accounts which existed at the report start
|
||||||
date will be considered, not just the ones with activity during the
|
date will be considered, not just the ones with activity during the
|
||||||
report period (use -E to include low-activity accounts which would oth-
|
report period (use -E to include low-activity accounts which would oth-
|
||||||
erwise would be omitted).
|
erwise would be omitted).
|
||||||
|
|
||||||
The -T/--row-total flag adds an additional column showing the total for
|
The -T/--row-total flag adds an additional column showing the total for
|
||||||
each row.
|
each row.
|
||||||
|
|
||||||
The -A/--average flag adds a column showing the average value in each
|
The -A/--average flag adds a column showing the average value in each
|
||||||
row.
|
row.
|
||||||
|
|
||||||
Here's an example of all three:
|
Here's an example of all three:
|
||||||
@ -1314,20 +1315,20 @@ COMMANDS
|
|||||||
Limitations:
|
Limitations:
|
||||||
|
|
||||||
In multicolumn reports the -V/--value flag uses the market price on the
|
In multicolumn reports the -V/--value flag uses the market price on the
|
||||||
report end date, for all columns (not the price on each column's end
|
report end date, for all columns (not the price on each column's end
|
||||||
date).
|
date).
|
||||||
|
|
||||||
Eliding of boring parent accounts in tree mode, as in the classic bal-
|
Eliding of boring parent accounts in tree mode, as in the classic bal-
|
||||||
ance report, is not yet supported in multicolumn reports.
|
ance report, is not yet supported in multicolumn reports.
|
||||||
|
|
||||||
Budget report
|
Budget report
|
||||||
With --budget, extra columns are displayed showing budget goals for
|
With --budget, extra columns are displayed showing budget goals for
|
||||||
each account and period, if any. Budget goals are defined by periodic
|
each account and period, if any. Budget goals are defined by periodic
|
||||||
transactions. This is very useful for comparing planned and actual
|
transactions. This is very useful for comparing planned and actual
|
||||||
income, expenses, time usage, etc. -budget is most often combined with
|
income, expenses, time usage, etc. -budget is most often combined with
|
||||||
a report interval.
|
a report interval.
|
||||||
|
|
||||||
For example, you can take average monthly expenses in the common
|
For example, you can take average monthly expenses in the common
|
||||||
expense categories to construct a minimal monthly budget:
|
expense categories to construct a minimal monthly budget:
|
||||||
|
|
||||||
;; Budget
|
;; Budget
|
||||||
@ -1370,7 +1371,7 @@ COMMANDS
|
|||||||
----------------------++-------------------------------------------------
|
----------------------++-------------------------------------------------
|
||||||
|| 0 0
|
|| 0 0
|
||||||
|
|
||||||
By default, only accounts with budget goals during the report period
|
By default, only accounts with budget goals during the report period
|
||||||
are shown. --show-unbudgeted shows unbudgeted accounts as well.
|
are shown. --show-unbudgeted shows unbudgeted accounts as well.
|
||||||
Top-level accounts with no budget goals anywhere below them are grouped
|
Top-level accounts with no budget goals anywhere below them are grouped
|
||||||
under <unbudgeted>.
|
under <unbudgeted>.
|
||||||
@ -1391,22 +1392,22 @@ COMMANDS
|
|||||||
----------------------++-------------------------------------------------
|
----------------------++-------------------------------------------------
|
||||||
|| 0 0
|
|| 0 0
|
||||||
|
|
||||||
Note, the -S/--sort-amount flag is not yet fully supported with --bud-
|
Note, the -S/--sort-amount flag is not yet fully supported with --bud-
|
||||||
get.
|
get.
|
||||||
|
|
||||||
For more examples, see Budgeting and Forecasting.
|
For more examples, see Budgeting and Forecasting.
|
||||||
|
|
||||||
Output format
|
Output format
|
||||||
The balance command supports output destination and output format
|
The balance command supports output destination and output format
|
||||||
selection.
|
selection.
|
||||||
|
|
||||||
balancesheet
|
balancesheet
|
||||||
This command displays a simple balance sheet, showing historical ending
|
This command displays a simple balance sheet, showing historical ending
|
||||||
balances of asset and liability accounts (ignoring any report begin
|
balances of asset and liability accounts (ignoring any report begin
|
||||||
date). It assumes that these accounts are under a top-level asset or
|
date). It assumes that these accounts are under a top-level asset or
|
||||||
liability account (case insensitive, plural forms also allowed). Note
|
liability account (case insensitive, plural forms also allowed). Note
|
||||||
this report shows all account balances with normal positive sign (like
|
this report shows all account balances with normal positive sign (like
|
||||||
conventional financial statements, unlike balance/print/register)
|
conventional financial statements, unlike balance/print/register)
|
||||||
(experimental). (bs)
|
(experimental). (bs)
|
||||||
|
|
||||||
--change
|
--change
|
||||||
@ -1414,7 +1415,7 @@ COMMANDS
|
|||||||
balances
|
balances
|
||||||
|
|
||||||
--cumulative
|
--cumulative
|
||||||
show balance change accumulated across periods (in multicolumn
|
show balance change accumulated across periods (in multicolumn
|
||||||
reports), instead of historical ending balances
|
reports), instead of historical ending balances
|
||||||
|
|
||||||
-H --historical
|
-H --historical
|
||||||
@ -1470,16 +1471,16 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. As with multicolumn balance reports, you can alter the
|
report period. As with multicolumn balance reports, you can alter the
|
||||||
report mode with --change/--cumulative/--historical. Normally bal-
|
report mode with --change/--cumulative/--historical. Normally bal-
|
||||||
ancesheet shows historical ending balances, which is what you need for
|
ancesheet shows historical ending balances, which is what you need for
|
||||||
a balance sheet; note this means it ignores report begin dates.
|
a balance sheet; note this means it ignores report begin dates.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
balancesheetequity
|
balancesheetequity
|
||||||
Just like balancesheet, but also reports Equity (which it assumes is
|
Just like balancesheet, but also reports Equity (which it assumes is
|
||||||
under a top-level equity account).
|
under a top-level equity account).
|
||||||
|
|
||||||
Example:
|
Example:
|
||||||
@ -1509,10 +1510,10 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
cashflow
|
cashflow
|
||||||
This command displays a simple cashflow statement, showing changes in
|
This command displays a simple cashflow statement, showing changes in
|
||||||
"cash" accounts. It assumes that these accounts are under a top-level
|
"cash" accounts. It assumes that these accounts are under a top-level
|
||||||
asset account (case insensitive, plural forms also allowed) and do not
|
asset account (case insensitive, plural forms also allowed) and do not
|
||||||
contain receivable or A/R in their name. Note this report shows all
|
contain receivable or A/R in their name. Note this report shows all
|
||||||
account balances with normal positive sign (like conventional financial
|
account balances with normal positive sign (like conventional financial
|
||||||
statements, unlike balance/print/register) (experimental). (cf)
|
statements, unlike balance/print/register) (experimental). (cf)
|
||||||
|
|
||||||
@ -1520,7 +1521,7 @@ COMMANDS
|
|||||||
show balance change in each period (default)
|
show balance change in each period (default)
|
||||||
|
|
||||||
--cumulative
|
--cumulative
|
||||||
show balance change accumulated across periods (in multicolumn
|
show balance change accumulated across periods (in multicolumn
|
||||||
reports), instead of changes during periods
|
reports), instead of changes during periods
|
||||||
|
|
||||||
-H --historical
|
-H --historical
|
||||||
@ -1571,38 +1572,38 @@ COMMANDS
|
|||||||
$-1
|
$-1
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. Normally cashflow shows changes in assets per period,
|
report period. Normally cashflow shows changes in assets per period,
|
||||||
though as with multicolumn balance reports you can alter the report
|
though as with multicolumn balance reports you can alter the report
|
||||||
mode with --change/--cumulative/--historical.
|
mode with --change/--cumulative/--historical.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
check-dates
|
check-dates
|
||||||
Check that transactions are sorted by increasing date. With a query,
|
Check that transactions are sorted by increasing date. With a query,
|
||||||
only matched transactions' dates are checked.
|
only matched transactions' dates are checked.
|
||||||
|
|
||||||
check-dupes
|
check-dupes
|
||||||
Report account names having the same leaf but different prefixes. An
|
Report account names having the same leaf but different prefixes. An
|
||||||
example: http://stefanorodighiero.net/software/hledger-dupes.html
|
example: http://stefanorodighiero.net/software/hledger-dupes.html
|
||||||
|
|
||||||
close
|
close
|
||||||
Print closing/opening transactions that bring some or all account bal-
|
Print closing/opening transactions that bring some or all account bal-
|
||||||
ances to zero and back. Can be useful for bringing asset/liability
|
ances to zero and back. Can be useful for bringing asset/liability
|
||||||
balances across file boundaries, or for closing out income/expenses for
|
balances across file boundaries, or for closing out income/expenses for
|
||||||
a period. This was formerly called "equity", as in Ledger, and that
|
a period. This was formerly called "equity", as in Ledger, and that
|
||||||
alias is also accepted. See close -help for more.
|
alias is also accepted. See close -help for more.
|
||||||
|
|
||||||
help
|
help
|
||||||
Show any of the hledger manuals.
|
Show any of the hledger manuals.
|
||||||
|
|
||||||
The help command displays any of the main hledger manuals, in one of
|
The help command displays any of the main hledger manuals, in one of
|
||||||
several ways. Run it with no argument to list the manuals, or provide
|
several ways. Run it with no argument to list the manuals, or provide
|
||||||
a full or partial manual name to select one.
|
a full or partial manual name to select one.
|
||||||
|
|
||||||
hledger manuals are available in several formats. hledger help will
|
hledger manuals are available in several formats. hledger help will
|
||||||
use the first of these display methods that it finds: info, man,
|
use the first of these display methods that it finds: info, man,
|
||||||
$PAGER, less, stdout (or when non-interactive, just stdout). You can
|
$PAGER, less, stdout (or when non-interactive, just stdout). You can
|
||||||
force a particular viewer with the --info, --man, --pager, --cat flags.
|
force a particular viewer with the --info, --man, --pager, --cat flags.
|
||||||
|
|
||||||
$ hledger help
|
$ hledger help
|
||||||
@ -1626,7 +1627,7 @@ COMMANDS
|
|||||||
...
|
...
|
||||||
|
|
||||||
import
|
import
|
||||||
Read new transactions added to each FILE since last run, and add them
|
Read new transactions added to each FILE since last run, and add them
|
||||||
to the main journal file.
|
to the main journal file.
|
||||||
|
|
||||||
--dry-run
|
--dry-run
|
||||||
@ -1636,28 +1637,28 @@ COMMANDS
|
|||||||
each one. So eg to add new transactions from all CSV files to the main
|
each one. So eg to add new transactions from all CSV files to the main
|
||||||
journal, it's just: hledger import *.csv
|
journal, it's just: hledger import *.csv
|
||||||
|
|
||||||
New transactions are detected in the same way as print -new: by assum-
|
New transactions are detected in the same way as print -new: by assum-
|
||||||
ing transactions are always added to the input files in increasing date
|
ing transactions are always added to the input files in increasing date
|
||||||
order, and by saving .latest.FILE state files.
|
order, and by saving .latest.FILE state files.
|
||||||
|
|
||||||
The -dry-run output is in journal format, so you can filter it, eg to
|
The -dry-run output is in journal format, so you can filter it, eg to
|
||||||
see only uncategorised transactions:
|
see only uncategorised transactions:
|
||||||
|
|
||||||
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
|
$ hledger import --dry ... | hledger -f- print unknown --ignore-assertions
|
||||||
|
|
||||||
incomestatement
|
incomestatement
|
||||||
This command displays a simple income statement, showing revenues and
|
This command displays a simple income statement, showing revenues and
|
||||||
expenses during a period. It assumes that these accounts are under a
|
expenses during a period. It assumes that these accounts are under a
|
||||||
top-level revenue or income or expense account (case insensitive, plu-
|
top-level revenue or income or expense account (case insensitive, plu-
|
||||||
ral forms also allowed). Note this report shows all account balances
|
ral forms also allowed). Note this report shows all account balances
|
||||||
with normal positive sign (like conventional financial statements,
|
with normal positive sign (like conventional financial statements,
|
||||||
unlike balance/print/register) (experimental). (is)
|
unlike balance/print/register) (experimental). (is)
|
||||||
|
|
||||||
--change
|
--change
|
||||||
show balance change in each period (default)
|
show balance change in each period (default)
|
||||||
|
|
||||||
--cumulative
|
--cumulative
|
||||||
show balance change accumulated across periods (in multicolumn
|
show balance change accumulated across periods (in multicolumn
|
||||||
reports), instead of changes during periods
|
reports), instead of changes during periods
|
||||||
|
|
||||||
-H --historical
|
-H --historical
|
||||||
@ -1691,8 +1692,8 @@ COMMANDS
|
|||||||
--sort-amount
|
--sort-amount
|
||||||
sort by amount instead of account code/name
|
sort by amount instead of account code/name
|
||||||
|
|
||||||
This command displays a simple income statement. It currently assumes
|
This command displays a simple income statement. It currently assumes
|
||||||
that you have top-level accounts named income (or revenue) and expense
|
that you have top-level accounts named income (or revenue) and expense
|
||||||
(plural forms also allowed.)
|
(plural forms also allowed.)
|
||||||
|
|
||||||
$ hledger incomestatement
|
$ hledger incomestatement
|
||||||
@ -1717,11 +1718,11 @@ COMMANDS
|
|||||||
0
|
0
|
||||||
|
|
||||||
With a reporting interval, multiple columns will be shown, one for each
|
With a reporting interval, multiple columns will be shown, one for each
|
||||||
report period. Normally incomestatement shows revenues/expenses per
|
report period. Normally incomestatement shows revenues/expenses per
|
||||||
period, though as with multicolumn balance reports you can alter the
|
period, though as with multicolumn balance reports you can alter the
|
||||||
report mode with --change/--cumulative/--historical.
|
report mode with --change/--cumulative/--historical.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
prices
|
prices
|
||||||
@ -1731,7 +1732,7 @@ COMMANDS
|
|||||||
Show transactions from the journal. Aliases: p, txns.
|
Show transactions from the journal. Aliases: p, txns.
|
||||||
|
|
||||||
-m STR --match=STR
|
-m STR --match=STR
|
||||||
show the transaction whose description is most similar to STR,
|
show the transaction whose description is most similar to STR,
|
||||||
and is most recent
|
and is most recent
|
||||||
|
|
||||||
--new show only newer-dated transactions added in each file since last
|
--new show only newer-dated transactions added in each file since last
|
||||||
@ -1744,7 +1745,7 @@ COMMANDS
|
|||||||
select the output format. Supported formats: txt, csv.
|
select the output format. Supported formats: txt, csv.
|
||||||
|
|
||||||
-o FILE --output-file=FILE
|
-o FILE --output-file=FILE
|
||||||
write output to FILE. A file extension matching one of the
|
write output to FILE. A file extension matching one of the
|
||||||
above formats selects that format.
|
above formats selects that format.
|
||||||
|
|
||||||
$ hledger print
|
$ hledger print
|
||||||
@ -1775,39 +1776,39 @@ COMMANDS
|
|||||||
it does not preserve directives or inter-transaction comments
|
it does not preserve directives or inter-transaction comments
|
||||||
|
|
||||||
Normally, the journal entry's explicit or implicit amount style is pre-
|
Normally, the journal entry's explicit or implicit amount style is pre-
|
||||||
served. Ie when an amount is omitted in the journal, it will be omit-
|
served. Ie when an amount is omitted in the journal, it will be omit-
|
||||||
ted in the output. You can use the -x/--explicit flag to make all
|
ted in the output. You can use the -x/--explicit flag to make all
|
||||||
amounts explicit, which can be useful for troubleshooting or for making
|
amounts explicit, which can be useful for troubleshooting or for making
|
||||||
your journal more readable and robust against data entry errors. Note,
|
your journal more readable and robust against data entry errors. Note,
|
||||||
-x will cause postings with a multi-commodity amount (these can arise
|
-x will cause postings with a multi-commodity amount (these can arise
|
||||||
when a multi-commodity transaction has an implicit amount) will be
|
when a multi-commodity transaction has an implicit amount) will be
|
||||||
split into multiple single-commodity postings, for valid journal out-
|
split into multiple single-commodity postings, for valid journal out-
|
||||||
put.
|
put.
|
||||||
|
|
||||||
With -B/--cost, amounts with transaction prices are converted to cost
|
With -B/--cost, amounts with transaction prices are converted to cost
|
||||||
using that price. This can be used for troubleshooting.
|
using that price. This can be used for troubleshooting.
|
||||||
|
|
||||||
With -m/--match and a STR argument, print will show at most one trans-
|
With -m/--match and a STR argument, print will show at most one trans-
|
||||||
action: the one one whose description is most similar to STR, and is
|
action: the one one whose description is most similar to STR, and is
|
||||||
most recent. STR should contain at least two characters. If there is
|
most recent. STR should contain at least two characters. If there is
|
||||||
no similar-enough match, no transaction will be shown.
|
no similar-enough match, no transaction will be shown.
|
||||||
|
|
||||||
With --new, for each FILE being read, hledger reads (and writes) a spe-
|
With --new, for each FILE being read, hledger reads (and writes) a spe-
|
||||||
cial state file (.latest.FILE in the same directory), containing the
|
cial state file (.latest.FILE in the same directory), containing the
|
||||||
latest transaction date(s) that were seen last time FILE was read.
|
latest transaction date(s) that were seen last time FILE was read.
|
||||||
When this file is found, only transactions with newer dates (and new
|
When this file is found, only transactions with newer dates (and new
|
||||||
transactions on the latest date) are printed. This is useful for
|
transactions on the latest date) are printed. This is useful for
|
||||||
ignoring already-seen entries in import data, such as downloaded CSV
|
ignoring already-seen entries in import data, such as downloaded CSV
|
||||||
files. Eg:
|
files. Eg:
|
||||||
|
|
||||||
$ hledger -f bank1.csv print --new
|
$ hledger -f bank1.csv print --new
|
||||||
# shows transactions added since last print --new on this file
|
# shows transactions added since last print --new on this file
|
||||||
|
|
||||||
This assumes that transactions added to FILE always have same or
|
This assumes that transactions added to FILE always have same or
|
||||||
increasing dates, and that transactions on the same day do not get
|
increasing dates, and that transactions on the same day do not get
|
||||||
reordered. See also the import command.
|
reordered. See also the import command.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion. Here's an example of print's CSV output:
|
tion. Here's an example of print's CSV output:
|
||||||
|
|
||||||
$ hledger print -Ocsv
|
$ hledger print -Ocsv
|
||||||
@ -1824,20 +1825,20 @@ COMMANDS
|
|||||||
"5","2008/12/31","","*","","pay off","","liabilities:debts","1","$","","1","",""
|
"5","2008/12/31","","*","","pay off","","liabilities:debts","1","$","","1","",""
|
||||||
"5","2008/12/31","","*","","pay off","","assets:bank:checking","-1","$","1","","",""
|
"5","2008/12/31","","*","","pay off","","assets:bank:checking","-1","$","1","","",""
|
||||||
|
|
||||||
o There is one CSV record per posting, with the parent transaction's
|
o There is one CSV record per posting, with the parent transaction's
|
||||||
fields repeated.
|
fields repeated.
|
||||||
|
|
||||||
o The "txnidx" (transaction index) field shows which postings belong to
|
o The "txnidx" (transaction index) field shows which postings belong to
|
||||||
the same transaction. (This number might change if transactions are
|
the same transaction. (This number might change if transactions are
|
||||||
reordered within the file, files are parsed/included in a different
|
reordered within the file, files are parsed/included in a different
|
||||||
order, etc.)
|
order, etc.)
|
||||||
|
|
||||||
o The amount is separated into "commodity" (the symbol) and "amount"
|
o The amount is separated into "commodity" (the symbol) and "amount"
|
||||||
(numeric quantity) fields.
|
(numeric quantity) fields.
|
||||||
|
|
||||||
o The numeric amount is repeated in either the "credit" or "debit" col-
|
o The numeric amount is repeated in either the "credit" or "debit" col-
|
||||||
umn, for convenience. (Those names are not accurate in the account-
|
umn, for convenience. (Those names are not accurate in the account-
|
||||||
ing sense; it just puts negative amounts under credit and zero or
|
ing sense; it just puts negative amounts under credit and zero or
|
||||||
greater amounts under debit.)
|
greater amounts under debit.)
|
||||||
|
|
||||||
print-unique
|
print-unique
|
||||||
@ -1850,7 +1851,7 @@ COMMANDS
|
|||||||
show running total from report start date (default)
|
show running total from report start date (default)
|
||||||
|
|
||||||
-H --historical
|
-H --historical
|
||||||
show historical running total/balance (includes postings before
|
show historical running total/balance (includes postings before
|
||||||
report start date)
|
report start date)
|
||||||
|
|
||||||
-A --average
|
-A --average
|
||||||
@ -1861,18 +1862,18 @@ COMMANDS
|
|||||||
show postings' siblings instead
|
show postings' siblings instead
|
||||||
|
|
||||||
-w N --width=N
|
-w N --width=N
|
||||||
set output width (default: terminal width or COLUMNS. -wN,M
|
set output width (default: terminal width or COLUMNS. -wN,M
|
||||||
sets description width as well)
|
sets description width as well)
|
||||||
|
|
||||||
-O FMT --output-format=FMT
|
-O FMT --output-format=FMT
|
||||||
select the output format. Supported formats: txt, csv.
|
select the output format. Supported formats: txt, csv.
|
||||||
|
|
||||||
-o FILE --output-file=FILE
|
-o FILE --output-file=FILE
|
||||||
write output to FILE. A file extension matching one of the
|
write output to FILE. A file extension matching one of the
|
||||||
above formats selects that format.
|
above formats selects that format.
|
||||||
|
|
||||||
The register command displays postings, one per line, and their running
|
The register command displays postings, one per line, and their running
|
||||||
total. This is typically used with a query selecting a particular
|
total. This is typically used with a query selecting a particular
|
||||||
account, to see that account's activity:
|
account, to see that account's activity:
|
||||||
|
|
||||||
$ hledger register checking
|
$ hledger register checking
|
||||||
@ -1881,8 +1882,8 @@ COMMANDS
|
|||||||
2008/06/02 save assets:bank:checking $-1 $1
|
2008/06/02 save assets:bank:checking $-1 $1
|
||||||
2008/12/31 pay off assets:bank:checking $-1 0
|
2008/12/31 pay off assets:bank:checking $-1 0
|
||||||
|
|
||||||
The --historical/-H flag adds the balance from any undisplayed prior
|
The --historical/-H flag adds the balance from any undisplayed prior
|
||||||
postings to the running total. This is useful when you want to see
|
postings to the running total. This is useful when you want to see
|
||||||
only recent activity, with a historically accurate running balance:
|
only recent activity, with a historically accurate running balance:
|
||||||
|
|
||||||
$ hledger register checking -b 2008/6 --historical
|
$ hledger register checking -b 2008/6 --historical
|
||||||
@ -1892,23 +1893,23 @@ COMMANDS
|
|||||||
|
|
||||||
The --depth option limits the amount of sub-account detail displayed.
|
The --depth option limits the amount of sub-account detail displayed.
|
||||||
|
|
||||||
The --average/-A flag shows the running average posting amount instead
|
The --average/-A flag shows the running average posting amount instead
|
||||||
of the running total (so, the final number displayed is the average for
|
of the running total (so, the final number displayed is the average for
|
||||||
the whole report period). This flag implies --empty (see below). It
|
the whole report period). This flag implies --empty (see below). It
|
||||||
is affected by --historical. It works best when showing just one
|
is affected by --historical. It works best when showing just one
|
||||||
account and one commodity.
|
account and one commodity.
|
||||||
|
|
||||||
The --related/-r flag shows the other postings in the transactions of
|
The --related/-r flag shows the other postings in the transactions of
|
||||||
the postings which would normally be shown.
|
the postings which would normally be shown.
|
||||||
|
|
||||||
With a reporting interval, register shows summary postings, one per
|
With a reporting interval, register shows summary postings, one per
|
||||||
interval, aggregating the postings to each account:
|
interval, aggregating the postings to each account:
|
||||||
|
|
||||||
$ hledger register --monthly income
|
$ hledger register --monthly income
|
||||||
2008/01 income:salary $-1 $-1
|
2008/01 income:salary $-1 $-1
|
||||||
2008/06 income:gifts $-1 $-2
|
2008/06 income:gifts $-1 $-2
|
||||||
|
|
||||||
Periods with no activity, and summary postings with a zero amount, are
|
Periods with no activity, and summary postings with a zero amount, are
|
||||||
not shown by default; use the --empty/-E flag to see them:
|
not shown by default; use the --empty/-E flag to see them:
|
||||||
|
|
||||||
$ hledger register --monthly income -E
|
$ hledger register --monthly income -E
|
||||||
@ -1925,7 +1926,7 @@ COMMANDS
|
|||||||
2008/11 0 $-2
|
2008/11 0 $-2
|
||||||
2008/12 0 $-2
|
2008/12 0 $-2
|
||||||
|
|
||||||
Often, you'll want to see just one line per interval. The --depth
|
Often, you'll want to see just one line per interval. The --depth
|
||||||
option helps with this, causing subaccounts to be aggregated:
|
option helps with this, causing subaccounts to be aggregated:
|
||||||
|
|
||||||
$ hledger register --monthly assets --depth 1h
|
$ hledger register --monthly assets --depth 1h
|
||||||
@ -1933,18 +1934,18 @@ COMMANDS
|
|||||||
2008/06 assets $-1 0
|
2008/06 assets $-1 0
|
||||||
2008/12 assets $-1 $-1
|
2008/12 assets $-1 $-1
|
||||||
|
|
||||||
Note when using report intervals, if you specify start/end dates these
|
Note when using report intervals, if you specify start/end dates these
|
||||||
will be adjusted outward if necessary to contain a whole number of
|
will be adjusted outward if necessary to contain a whole number of
|
||||||
intervals. This ensures that the first and last intervals are full
|
intervals. This ensures that the first and last intervals are full
|
||||||
length and comparable to the others in the report.
|
length and comparable to the others in the report.
|
||||||
|
|
||||||
Custom register output
|
Custom register output
|
||||||
register uses the full terminal width by default, except on windows.
|
register uses the full terminal width by default, except on windows.
|
||||||
You can override this by setting the COLUMNS environment variable (not
|
You can override this by setting the COLUMNS environment variable (not
|
||||||
a bash shell variable) or by using the --width/-w option.
|
a bash shell variable) or by using the --width/-w option.
|
||||||
|
|
||||||
The description and account columns normally share the space equally
|
The description and account columns normally share the space equally
|
||||||
(about half of (width - 40) each). You can adjust this by adding a
|
(about half of (width - 40) each). You can adjust this by adding a
|
||||||
description width as part of -width's argument, comma-separated:
|
description width as part of -width's argument, comma-separated:
|
||||||
--width W,D . Here's a diagram:
|
--width W,D . Here's a diagram:
|
||||||
|
|
||||||
@ -1961,12 +1962,12 @@ COMMANDS
|
|||||||
$ hledger reg -w 100,40 # set overall width 100, description width 40
|
$ hledger reg -w 100,40 # set overall width 100, description width 40
|
||||||
$ hledger reg -w $COLUMNS,40 # use terminal width, and set description width
|
$ hledger reg -w $COLUMNS,40 # use terminal width, and set description width
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
register-match
|
register-match
|
||||||
Print the one posting whose transaction description is closest to DESC,
|
Print the one posting whose transaction description is closest to DESC,
|
||||||
in the style of the register command. Helps ledger-autosync detect
|
in the style of the register command. Helps ledger-autosync detect
|
||||||
already-seen transactions when importing.
|
already-seen transactions when importing.
|
||||||
|
|
||||||
rewrite
|
rewrite
|
||||||
@ -1976,7 +1977,7 @@ COMMANDS
|
|||||||
Show some journal statistics.
|
Show some journal statistics.
|
||||||
|
|
||||||
-o FILE --output-file=FILE
|
-o FILE --output-file=FILE
|
||||||
write output to FILE. A file extension matching one of the
|
write output to FILE. A file extension matching one of the
|
||||||
above formats selects that format.
|
above formats selects that format.
|
||||||
|
|
||||||
$ hledger stats
|
$ hledger stats
|
||||||
@ -1991,16 +1992,16 @@ COMMANDS
|
|||||||
Accounts : 8 (depth 3)
|
Accounts : 8 (depth 3)
|
||||||
Commodities : 1 ($)
|
Commodities : 1 ($)
|
||||||
|
|
||||||
The stats command displays summary information for the whole journal,
|
The stats command displays summary information for the whole journal,
|
||||||
or a matched part of it. With a reporting interval, it shows a report
|
or a matched part of it. With a reporting interval, it shows a report
|
||||||
for each report period.
|
for each report period.
|
||||||
|
|
||||||
This command also supports output destination and output format selec-
|
This command also supports output destination and output format selec-
|
||||||
tion.
|
tion.
|
||||||
|
|
||||||
tags
|
tags
|
||||||
List all the tag names used in the journal. With a TAGREGEX argument,
|
List all the tag names used in the journal. With a TAGREGEX argument,
|
||||||
only tag names matching the regular expression (case insensitive) are
|
only tag names matching the regular expression (case insensitive) are
|
||||||
shown. With additional QUERY arguments, only transactions matching the
|
shown. With additional QUERY arguments, only transactions matching the
|
||||||
query are considered.
|
query are considered.
|
||||||
|
|
||||||
@ -2010,34 +2011,34 @@ COMMANDS
|
|||||||
$ hledger test
|
$ hledger test
|
||||||
Cases: 74 Tried: 74 Errors: 0 Failures: 0
|
Cases: 74 Tried: 74 Errors: 0 Failures: 0
|
||||||
|
|
||||||
This command runs hledger's built-in unit tests and displays a quick
|
This command runs hledger's built-in unit tests and displays a quick
|
||||||
report. With a regular expression argument, it selects only tests with
|
report. With a regular expression argument, it selects only tests with
|
||||||
matching names. It's mainly used in development, but it's also nice to
|
matching names. It's mainly used in development, but it's also nice to
|
||||||
be able to check your hledger executable for smoke at any time.
|
be able to check your hledger executable for smoke at any time.
|
||||||
|
|
||||||
ADD-ON COMMANDS
|
ADD-ON COMMANDS
|
||||||
hledger also searches for external add-on commands, and will include
|
hledger also searches for external add-on commands, and will include
|
||||||
these in the commands list. These are programs or scripts in your PATH
|
these in the commands list. These are programs or scripts in your PATH
|
||||||
whose name starts with hledger- and ends with a recognised file exten-
|
whose name starts with hledger- and ends with a recognised file exten-
|
||||||
sion (currently: no extension, bat,com,exe, hs,lhs,pl,py,rb,rkt,sh).
|
sion (currently: no extension, bat,com,exe, hs,lhs,pl,py,rb,rkt,sh).
|
||||||
|
|
||||||
Add-ons can be invoked like any hledger command, but there are a few
|
Add-ons can be invoked like any hledger command, but there are a few
|
||||||
things to be aware of. Eg if the hledger-web add-on is installed,
|
things to be aware of. Eg if the hledger-web add-on is installed,
|
||||||
|
|
||||||
o hledger -h web shows hledger's help, while hledger web -h shows
|
o hledger -h web shows hledger's help, while hledger web -h shows
|
||||||
hledger-web's help.
|
hledger-web's help.
|
||||||
|
|
||||||
o Flags specific to the add-on must have a preceding -- to hide them
|
o Flags specific to the add-on must have a preceding -- to hide them
|
||||||
from hledger. So hledger web --serve --port 9000 will be rejected;
|
from hledger. So hledger web --serve --port 9000 will be rejected;
|
||||||
you must use hledger web -- --serve --port 9000.
|
you must use hledger web -- --serve --port 9000.
|
||||||
|
|
||||||
o You can always run add-ons directly if preferred:
|
o You can always run add-ons directly if preferred:
|
||||||
hledger-web --serve --port 9000.
|
hledger-web --serve --port 9000.
|
||||||
|
|
||||||
Add-ons are a relatively easy way to add local features or experiment
|
Add-ons are a relatively easy way to add local features or experiment
|
||||||
with new ideas. They can be written in any language, but haskell
|
with new ideas. They can be written in any language, but haskell
|
||||||
scripts have a big advantage: they can use the same hledger (and
|
scripts have a big advantage: they can use the same hledger (and
|
||||||
haskell) library functions that built-in commands do, for command-line
|
haskell) library functions that built-in commands do, for command-line
|
||||||
options, journal parsing, reporting, etc.
|
options, journal parsing, reporting, etc.
|
||||||
|
|
||||||
Here are some hledger add-ons available:
|
Here are some hledger add-ons available:
|
||||||
@ -2055,7 +2056,7 @@ ADD-ON COMMANDS
|
|||||||
hledger-web provides a simple web interface.
|
hledger-web provides a simple web interface.
|
||||||
|
|
||||||
Third party add-ons
|
Third party add-ons
|
||||||
These are maintained separately, and usually updated shortly after a
|
These are maintained separately, and usually updated shortly after a
|
||||||
hledger release.
|
hledger release.
|
||||||
|
|
||||||
diff
|
diff
|
||||||
@ -2063,7 +2064,7 @@ ADD-ON COMMANDS
|
|||||||
journal file and another.
|
journal file and another.
|
||||||
|
|
||||||
iadd
|
iadd
|
||||||
hledger-iadd is a curses-style, more interactive replacement for the
|
hledger-iadd is a curses-style, more interactive replacement for the
|
||||||
add command.
|
add command.
|
||||||
|
|
||||||
interest
|
interest
|
||||||
@ -2071,19 +2072,19 @@ ADD-ON COMMANDS
|
|||||||
ing to various schemes.
|
ing to various schemes.
|
||||||
|
|
||||||
irr
|
irr
|
||||||
hledger-irr calculates the internal rate of return of an investment
|
hledger-irr calculates the internal rate of return of an investment
|
||||||
account.
|
account.
|
||||||
|
|
||||||
Experimental add-ons
|
Experimental add-ons
|
||||||
These are available in source form in the hledger repo's bin/ direc-
|
These are available in source form in the hledger repo's bin/ direc-
|
||||||
tory; installing them is pretty easy. They may be less mature and doc-
|
tory; installing them is pretty easy. They may be less mature and doc-
|
||||||
umented than built-in commands. Reading and tweaking these is a good
|
umented than built-in commands. Reading and tweaking these is a good
|
||||||
way to start making your own!
|
way to start making your own!
|
||||||
|
|
||||||
autosync
|
autosync
|
||||||
hledger-autosync is a symbolic link for easily running ledger-autosync,
|
hledger-autosync is a symbolic link for easily running ledger-autosync,
|
||||||
if installed. ledger-autosync does deduplicating conversion of OFX
|
if installed. ledger-autosync does deduplicating conversion of OFX
|
||||||
data and some CSV formats, and can also download the data if your bank
|
data and some CSV formats, and can also download the data if your bank
|
||||||
offers OFX Direct Connect.
|
offers OFX Direct Connect.
|
||||||
|
|
||||||
chart
|
chart
|
||||||
@ -2093,21 +2094,21 @@ ADD-ON COMMANDS
|
|||||||
hledger-check.hs checks more powerful account balance assertions.
|
hledger-check.hs checks more powerful account balance assertions.
|
||||||
|
|
||||||
ENVIRONMENT
|
ENVIRONMENT
|
||||||
COLUMNS The screen width used by the register command. Default: the
|
COLUMNS The screen width used by the register command. Default: the
|
||||||
full terminal width.
|
full terminal width.
|
||||||
|
|
||||||
LEDGER_FILE The journal file path when not specified with -f. Default:
|
LEDGER_FILE The journal file path when not specified with -f. Default:
|
||||||
~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
|
~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
|
||||||
nal).
|
nal).
|
||||||
|
|
||||||
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 addon command options with -- when invoked from
|
The need to precede addon command options with -- when invoked from
|
||||||
hledger is awkward.
|
hledger is awkward.
|
||||||
|
|
||||||
When input data contains non-ascii characters, a suitable system locale
|
When input data contains non-ascii characters, a suitable system locale
|
||||||
@ -2120,33 +2121,33 @@ BUGS
|
|||||||
In a Cygwin/MSYS/Mintty window, the tab key is not supported in hledger
|
In a Cygwin/MSYS/Mintty window, the tab key is not supported in hledger
|
||||||
add.
|
add.
|
||||||
|
|
||||||
Not all of Ledger's journal file syntax is supported. See file format
|
Not all of Ledger's journal file syntax is supported. See file format
|
||||||
differences.
|
differences.
|
||||||
|
|
||||||
On large data files, hledger is slower and uses more memory than
|
On large data files, hledger is slower and uses more memory than
|
||||||
Ledger.
|
Ledger.
|
||||||
|
|
||||||
TROUBLESHOOTING
|
TROUBLESHOOTING
|
||||||
Here are some issues you might encounter when you run hledger (and
|
Here are some issues you might encounter when you run hledger (and
|
||||||
remember you can also seek help from the IRC channel, mail list or bug
|
remember you can also seek help from the IRC channel, mail list or bug
|
||||||
tracker):
|
tracker):
|
||||||
|
|
||||||
Successfully installed, but "No command `hledger' found"
|
Successfully installed, but "No command `hledger' found"
|
||||||
stack and cabal install binaries into a special directory, which should
|
stack and cabal install binaries into a special directory, which should
|
||||||
be added to your PATH environment variable. Eg on unix-like systems,
|
be added to your PATH environment variable. Eg on unix-like systems,
|
||||||
that is ~/.local/bin and ~/.cabal/bin respectively.
|
that is ~/.local/bin and ~/.cabal/bin respectively.
|
||||||
|
|
||||||
I set a custom LEDGER_FILE, but hledger is still using the default file
|
I set a custom LEDGER_FILE, but hledger is still using the default file
|
||||||
LEDGER_FILE should be a real environment variable, not just a shell
|
LEDGER_FILE should be a real environment variable, not just a shell
|
||||||
variable. The command env | grep LEDGER_FILE should show it. You may
|
variable. The command env | grep LEDGER_FILE should show it. You may
|
||||||
need to use export. Here's an explanation.
|
need to use export. Here's an explanation.
|
||||||
|
|
||||||
"Illegal byte sequence" or "Invalid or incomplete multibyte or wide
|
"Illegal byte sequence" or "Invalid or incomplete multibyte or wide
|
||||||
character" errors
|
character" errors
|
||||||
In order to handle non-ascii letters and symbols (like ), hledger needs
|
In order to handle non-ascii letters and symbols (like ), hledger needs
|
||||||
an appropriate locale. This is usually configured system-wide; you can
|
an appropriate locale. This is usually configured system-wide; you can
|
||||||
also configure it temporarily. The locale may need to be one that sup-
|
also configure it temporarily. The locale may need to be one that sup-
|
||||||
ports UTF-8, if you built hledger with GHC < 7.2 (or possibly always,
|
ports UTF-8, if you built hledger with GHC < 7.2 (or possibly always,
|
||||||
I'm not sure yet).
|
I'm not sure yet).
|
||||||
|
|
||||||
Here's an example of setting the locale temporarily, on ubuntu
|
Here's an example of setting the locale temporarily, on ubuntu
|
||||||
@ -2165,7 +2166,7 @@ TROUBLESHOOTING
|
|||||||
$ echo "export LANG=en_US.UTF-8" >>~/.bash_profile
|
$ echo "export LANG=en_US.UTF-8" >>~/.bash_profile
|
||||||
$ bash --login
|
$ bash --login
|
||||||
|
|
||||||
If we preferred to use eg fr_FR.utf8, we might have to install that
|
If we preferred to use eg fr_FR.utf8, we might have to install that
|
||||||
first:
|
first:
|
||||||
|
|
||||||
$ apt-get install language-pack-fr
|
$ apt-get install language-pack-fr
|
||||||
@ -2186,7 +2187,7 @@ TROUBLESHOOTING
|
|||||||
|
|
||||||
|
|
||||||
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)
|
||||||
|
|
||||||
|
|
||||||
@ -2200,7 +2201,7 @@ COPYRIGHT
|
|||||||
|
|
||||||
|
|
||||||
SEE ALSO
|
SEE ALSO
|
||||||
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
||||||
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
||||||
dot(5), ledger(1)
|
dot(5), ledger(1)
|
||||||
|
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user