update generated manuals
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@ -35,13 +35,34 @@ The server listens on IP address 127.0.0.1, accessible only to local
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requests, by default.
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requests, by default.
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You can change this with \f[C]\-\-host\f[], eg
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You can change this with \f[C]\-\-host\f[], eg
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\f[C]\-\-host\ 0.0.0.0\f[] to listen on all addresses.
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\f[C]\-\-host\ 0.0.0.0\f[] to listen on all addresses.
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Note there is no other access control, so you will need to hide
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Note there is no other access control, and hledger\-api allows file
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hledger\-api behind an authenticating proxy if you want to restrict
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browsing, so on shared machines you will certainly need to put it behind
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access.
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an authenticating proxy to restrict access.
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You can change the TCP port (default: 8001) with \f[C]\-p\ PORT\f[].
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.PP
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.PP
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If invoked as \f[C]hledger\-api\ \-\-swagger\f[], instead of starting a
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You can change the TCP port it listens on (default: 8001) with
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server the API docs will be printed in Swagger 2.0 format.
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\f[C]\-p\ PORT\f[].
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.PP
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API methods look like:
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.IP
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.nf
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\f[C]
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/api/v1/accountnames
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/api/v1/transactions
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/api/v1/prices
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/api/v1/commodities
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/api/v1/accounts
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/api/v1/accounts/ACCTNAME
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\f[]
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.fi
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.PP
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See \f[C]/api/swagger.json\f[] for a full list in Swagger 2.0 format.
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(Or you can run \f[C]hledger\-api\ \-\-swagger\f[] to print this in the
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console.)
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.PP
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hledger\-api also serves files, from the current directory by default,
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and the \f[C]/\f[] path will also show a directory listing.
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This is convenient for serving client\-side web code, in addition to the
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server\-side api.
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.SH OPTIONS
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.SH OPTIONS
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.PP
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.PP
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Note: if invoking hledger\-api as a hledger subcommand, write
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Note: if invoking hledger\-api as a hledger subcommand, write
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@ -19,12 +19,28 @@ hledger_journal(5) etc.
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The server listens on IP address 127.0.0.1, accessible only to local
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The server listens on IP address 127.0.0.1, accessible only to local
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requests, by default. You can change this with '--host', eg '--host
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requests, by default. You can change this with '--host', eg '--host
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0.0.0.0' to listen on all addresses. Note there is no other access
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0.0.0.0' to listen on all addresses. Note there is no other access
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control, so you will need to hide hledger-api behind an authenticating
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control, and hledger-api allows file browsing, so on shared machines you
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proxy if you want to restrict access. You can change the TCP port
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will certainly need to put it behind an authenticating proxy to restrict
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(default: 8001) with '-p PORT'.
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access.
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|
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If invoked as 'hledger-api --swagger', instead of starting a server
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You can change the TCP port it listens on (default: 8001) with '-p
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the API docs will be printed in Swagger 2.0 format.
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PORT'.
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API methods look like:
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/api/v1/accountnames
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/api/v1/transactions
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/api/v1/prices
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/api/v1/commodities
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/api/v1/accounts
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/api/v1/accounts/ACCTNAME
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See '/api/swagger.json' for a full list in Swagger 2.0 format. (Or
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you can run 'hledger-api --swagger' to print this in the console.)
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hledger-api also serves files, from the current directory by default,
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and the '/' path will also show a directory listing. This is convenient
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for serving client-side web code, in addition to the server-side api.
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* Menu:
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* Menu:
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* OPTIONS::
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* OPTIONS::
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@ -64,7 +80,7 @@ options as shown above.
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Tag Table:
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Tag Table:
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Node: Top72
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Node: Top72
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Node: OPTIONS1222
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Node: OPTIONS1664
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Ref: #options1307
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Ref: #options1749
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End Tag Table
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End Tag Table
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@ -29,15 +29,30 @@ DESCRIPTION
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The server listens on IP address 127.0.0.1, accessible only to local
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The server listens on IP address 127.0.0.1, accessible only to local
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requests, by default. You can change this with --host, eg
|
requests, by default. You can change this with --host, eg
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--host 0.0.0.0 to listen on all addresses. Note there is no other
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--host 0.0.0.0 to listen on all addresses. Note there is no other
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access control, so you will need to hide hledger-api behind an authen-
|
access control, and hledger-api allows file browsing, so on shared
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ticating proxy if you want to restrict access. You can change the TCP
|
machines you will certainly need to put it behind an authenticating
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port (default: 8001) with -p PORT.
|
proxy to restrict access.
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|
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If invoked as hledger-api --swagger, instead of starting a server the
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You can change the TCP port it listens on (default: 8001) with -p PORT.
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API docs will be printed in Swagger 2.0 format.
|
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|
API methods look like:
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|
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/api/v1/accountnames
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/api/v1/transactions
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/api/v1/prices
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/api/v1/commodities
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/api/v1/accounts
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/api/v1/accounts/ACCTNAME
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See /api/swagger.json for a full list in Swagger 2.0 format. (Or you
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can run hledger-api --swagger to print this in the console.)
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|
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hledger-api also serves files, from the current directory by default,
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and the / path will also show a directory listing. This is convenient
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for serving client-side web code, in addition to the server-side api.
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OPTIONS
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OPTIONS
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Note: if invoking hledger-api as a hledger subcommand, write -- before
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Note: if invoking hledger-api as a hledger subcommand, write -- before
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options as shown above.
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options as shown above.
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-f --file=FILE
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-f --file=FILE
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@ -64,23 +79,23 @@ OPTIONS
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ENVIRONMENT
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ENVIRONMENT
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LEDGER_FILE The journal file path when not specified with -f. Default:
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LEDGER_FILE The journal file path when not specified with -f. Default:
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~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
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~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
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nal).
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nal).
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FILES
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FILES
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Reads data from one or more files in hledger journal, timeclock, time-
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Reads data from one or more files in hledger journal, timeclock, time-
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dot, or CSV format specified with -f, or $LEDGER_FILE, or
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dot, or CSV format specified with -f, or $LEDGER_FILE, or
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$HOME/.hledger.journal (on windows, perhaps
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$HOME/.hledger.journal (on windows, perhaps
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C:/Users/USER/.hledger.journal).
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C:/Users/USER/.hledger.journal).
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BUGS
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BUGS
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The need to precede options with -- when invoked from hledger is awk-
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The need to precede options with -- when invoked from hledger is awk-
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ward.
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ward.
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REPORTING BUGS
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REPORTING BUGS
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Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
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Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
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or hledger mail list)
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or hledger mail list)
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@ -94,7 +109,7 @@ COPYRIGHT
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SEE ALSO
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SEE ALSO
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hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
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hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
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hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
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hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
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dot(5), ledger(1)
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dot(5), ledger(1)
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@ -1144,8 +1144,11 @@ 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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It can include journal, timeclock or timedot files, but not CSV files.
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.SH Periodic transactions
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.SH Periodic transactions
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.PP
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.PP
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A periodic transaction starts with a tilde `~' in place of a date
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Periodic transactions are a kind of rule with a dual purpose: they can
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followed by a period expression:
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specify recurring future transactions (with \f[C]\-\-forecast\f[]), or
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budget goals (with \f[C]\-\-budget\f[]).
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They look a bit like a transaction, except the first line is a tilde
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(\f[C]~\f[]) followed by a period expression:
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.IP
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.IP
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.nf
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.nf
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\f[C]
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\f[C]
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@ -1155,23 +1158,25 @@ followed by a period expression:
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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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.PP
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Periodic transactions are used for forecasting and budgeting only, they
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have no effect unless the \f[C]\-\-forecast\f[] or \f[C]\-\-budget\f[]
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flag is used.
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With \f[C]\-\-forecast\f[], each periodic transaction rule generates
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With \f[C]\-\-forecast\f[], each periodic transaction rule generates
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recurring forecast transactions at the specified interval, beginning the
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recurring \[lq]forecast\[rq] transactions at the specified interval,
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day after the last recorded journal transaction and ending 6 months from
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beginning the day after the latest recorded journal transaction (or
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today, or at the specified report end date.
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today, if there are no transactions) and ending 6 months from today (or
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With \f[C]balance\ \-\-budget\f[], each periodic transaction declares
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at the report end date, if specified).
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recurring budget goals for one or more accounts.
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.PD 0
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.P
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.PD
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For more details, see: balance > Budgeting, Budgeting and Forecasting.
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.SH Automated posting rules
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.PP
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.PP
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Automated posting rule starts with an equal sign `=' in place of a date,
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With \f[C]balance\ \-\-budget\f[], each periodic transaction declares
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followed by a query:
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recurring budget goals for the specified accounts.
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Eg the example above declares the goal of receiving $400 from
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\f[C]income:acme\ inc\f[] (and also, depositing $400 into
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\f[C]assets:bank:checking\f[]) every week.
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.PP
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For more details, see: balance: Budgeting and Budgeting and Forecasting.
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.SH Automated postings
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.PP
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Automated postings are postings added automatically by rule to certain
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transactions (with \f[C]\-\-auto\f[]).
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An automated posting rule looks like a transaction where the first line
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is an equal sign (\f[C]=\f[]) followed by a query:
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.IP
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.IP
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.nf
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.nf
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\f[C]
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\f[C]
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@ -1181,36 +1186,33 @@ followed by a query:
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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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.PP
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When \f[C]\-\-auto\f[] option is specified on the command line,
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The posting amounts can be of the form \f[C]*N\f[], which means \[lq]the
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automated posting rule will add its postings to all transactions that
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amount of the matched transaction's first posting, multiplied by N\[rq].
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match the query.
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They can also be ordinary fixed amounts.
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Fixed amounts with no commodity symbol will be given the same commodity
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as the matched transaction's first posting.
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.PP
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.PP
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If amount in the automated posting rule includes commodity name, new
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This example adds a corresponding (unbalanced) budget posting to every
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posting will be made in the given commodity, otherwise commodity of the
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transaction involving the \f[C]expenses:gifts\f[] account:
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matched transaction will be used.
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.PP
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When amount in the automated posting rule begins with the '*', amount
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will be treated as a multiplier that is applied to the amount of the
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first posting in the matched transaction.
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.PP
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In example above, every transaction in \f[C]expenses:gifts\f[] account
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will have two additional postings added to it: amount of the original
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gift will be debited from \f[C]budget:gifts\f[] and credited into
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\f[C]assets:budget\f[]:
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.IP
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.IP
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.nf
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.nf
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\f[C]
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\f[C]
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;\ Original\ transaction
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=\ expenses:gifts
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\ \ \ \ (budget:gifts)\ \ *\-1
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2017\-12\-14
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2017\-12\-14
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\ \ expenses:gifts\ \ $20
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\ \ expenses:gifts\ \ $20
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\ \ assets
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\ \ assets
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\f[]
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;\ With\ automated\ postings\ applied
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.fi
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.IP
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.nf
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\f[C]
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$\ hledger\ print\ \-\-auto
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2017/12/14
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2017/12/14
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\ \ \ \ expenses:gifts\ \ \ \ \ \ \ \ \ \ \ \ \ $20
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\ \ \ \ expenses:gifts\ \ \ \ \ \ \ \ \ \ \ \ \ $20
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\ \ \ \ assets
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\ \ \ \ assets
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\ \ \ \ budget:gifts\ \ \ \ \ \ \ \ \ \ \ \ \ \ $\-20
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\ \ \ \ (budget:gifts)\ \ \ \ \ \ \ \ \ \ \ \ $\-20
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\ \ \ \ assets:budget\ \ \ \ \ \ \ \ \ \ \ \ \ \ $20
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\f[]
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\f[]
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.fi
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.fi
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.SH EDITOR SUPPORT
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.SH EDITOR SUPPORT
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@ -58,7 +58,7 @@ assisted by the helper modes for emacs or vim.
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* FILE FORMAT::
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* FILE FORMAT::
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* Periodic transactions::
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* Periodic transactions::
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* Automated posting rules::
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* Automated postings::
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* EDITOR SUPPORT::
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* EDITOR SUPPORT::
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@ -1080,71 +1080,73 @@ current file. Glob patterns ('*') are not currently supported.
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include journal, timeclock or timedot files, but not CSV files.
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include journal, timeclock or timedot files, but not CSV files.
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|
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File: hledger_journal.info, Node: Periodic transactions, Next: Automated posting rules, Prev: FILE FORMAT, Up: Top
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File: hledger_journal.info, Node: Periodic transactions, Next: Automated postings, Prev: FILE FORMAT, Up: Top
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2 Periodic transactions
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2 Periodic transactions
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***********************
|
***********************
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|
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A periodic transaction starts with a tilde '~' in place of a date
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Periodic transactions are a kind of rule with a dual purpose: they can
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followed by a period expression:
|
specify recurring future transactions (with '--forecast'), or budget
|
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|
goals (with '--budget'). They look a bit like a transaction, except the
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first line is a tilde ('~') followed by a period expression:
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|
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~ weekly
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~ weekly
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assets:bank:checking $400 ; paycheck
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assets:bank:checking $400 ; paycheck
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income:acme inc
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income:acme inc
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|
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Periodic transactions are used for forecasting and budgeting only,
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With '--forecast', each periodic transaction rule generates recurring
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they have no effect unless the '--forecast' or '--budget' flag is used.
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"forecast" transactions at the specified interval, beginning the day
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With '--forecast', each periodic transaction rule generates recurring
|
after the latest recorded journal transaction (or today, if there are no
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forecast transactions at the specified interval, beginning the day after
|
transactions) and ending 6 months from today (or at the report end date,
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the last recorded journal transaction and ending 6 months from today, or
|
if specified).
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at the specified report end date. With 'balance --budget', each
|
|
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periodic transaction declares recurring budget goals for one or more
|
With 'balance --budget', each periodic transaction declares recurring
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accounts.
|
budget goals for the specified accounts. Eg the example above declares
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For more details, see: balance > Budgeting, Budgeting and Forecasting.
|
the goal of receiving $400 from 'income:acme inc' (and also, depositing
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$400 into 'assets:bank:checking') every week.
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|
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For more details, see: balance: Budgeting and Budgeting and
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Forecasting.
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File: hledger_journal.info, Node: Automated posting rules, Next: EDITOR SUPPORT, Prev: Periodic transactions, Up: Top
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File: hledger_journal.info, Node: Automated postings, Next: EDITOR SUPPORT, Prev: Periodic transactions, Up: Top
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3 Automated posting rules
|
3 Automated postings
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*************************
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********************
|
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|
|
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Automated posting rule starts with an equal sign '=' in place of a date,
|
Automated postings are postings added automatically by rule to certain
|
||||||
followed by a query:
|
transactions (with '--auto'). An automated posting rule looks like a
|
||||||
|
transaction where the first line is an equal sign ('=') followed by a
|
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|
query:
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|
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= expenses:gifts
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= expenses:gifts
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budget:gifts *-1
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budget:gifts *-1
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assets:budget *1
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assets:budget *1
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|
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When '--auto' option is specified on the command line, automated
|
The posting amounts can be of the form '*N', which means "the amount
|
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posting rule will add its postings to all transactions that match the
|
of the matched transaction's first posting, multiplied by N". They can
|
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query.
|
also be ordinary fixed amounts. Fixed amounts with no commodity symbol
|
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|
will be given the same commodity as the matched transaction's first
|
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|
posting.
|
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|
|
||||||
If amount in the automated posting rule includes commodity name, new
|
This example adds a corresponding (unbalanced) budget posting to
|
||||||
posting will be made in the given commodity, otherwise commodity of the
|
every transaction involving the 'expenses:gifts' account:
|
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matched transaction will be used.
|
|
||||||
|
|
||||||
When amount in the automated posting rule begins with the '*', amount
|
= expenses:gifts
|
||||||
will be treated as a multiplier that is applied to the amount of the
|
(budget:gifts) *-1
|
||||||
first posting in the matched transaction.
|
|
||||||
|
|
||||||
In example above, every transaction in 'expenses:gifts' account will
|
|
||||||
have two additional postings added to it: amount of the original gift
|
|
||||||
will be debited from 'budget:gifts' and credited into 'assets:budget':
|
|
||||||
|
|
||||||
; Original transaction
|
|
||||||
2017-12-14
|
2017-12-14
|
||||||
expenses:gifts $20
|
expenses:gifts $20
|
||||||
assets
|
assets
|
||||||
|
|
||||||
; With automated postings applied
|
$ hledger print --auto
|
||||||
2017/12/14
|
2017/12/14
|
||||||
expenses:gifts $20
|
expenses:gifts $20
|
||||||
assets
|
assets
|
||||||
budget:gifts $-20
|
(budget:gifts) $-20
|
||||||
assets:budget $20
|
|
||||||
|
|
||||||
|
|
||||||
File: hledger_journal.info, Node: EDITOR SUPPORT, Prev: Automated posting rules, Up: Top
|
File: hledger_journal.info, Node: EDITOR SUPPORT, Prev: Automated postings, Up: Top
|
||||||
|
|
||||||
4 EDITOR SUPPORT
|
4 EDITOR SUPPORT
|
||||||
****************
|
****************
|
||||||
@ -1173,89 +1175,89 @@ Code
|
|||||||
|
|
||||||
Tag Table:
|
Tag Table:
|
||||||
Node: Top76
|
Node: Top76
|
||||||
Node: FILE FORMAT2430
|
Node: FILE FORMAT2425
|
||||||
Ref: #file-format2561
|
Ref: #file-format2556
|
||||||
Node: Transactions2784
|
Node: Transactions2779
|
||||||
Ref: #transactions2905
|
Ref: #transactions2900
|
||||||
Node: Postings3589
|
Node: Postings3584
|
||||||
Ref: #postings3716
|
Ref: #postings3711
|
||||||
Node: Dates4711
|
Node: Dates4706
|
||||||
Ref: #dates4826
|
Ref: #dates4821
|
||||||
Node: Simple dates4891
|
Node: Simple dates4886
|
||||||
Ref: #simple-dates5017
|
Ref: #simple-dates5012
|
||||||
Node: Secondary dates5383
|
Node: Secondary dates5378
|
||||||
Ref: #secondary-dates5537
|
Ref: #secondary-dates5532
|
||||||
Node: Posting dates7100
|
Node: Posting dates7095
|
||||||
Ref: #posting-dates7229
|
Ref: #posting-dates7224
|
||||||
Node: Status8603
|
Node: Status8598
|
||||||
Ref: #status8723
|
Ref: #status8718
|
||||||
Node: Description10431
|
Node: Description10426
|
||||||
Ref: #description10569
|
Ref: #description10564
|
||||||
Node: Payee and note10888
|
Node: Payee and note10883
|
||||||
Ref: #payee-and-note11002
|
Ref: #payee-and-note10997
|
||||||
Node: Account names11244
|
Node: Account names11239
|
||||||
Ref: #account-names11387
|
Ref: #account-names11382
|
||||||
Node: Amounts11874
|
Node: Amounts11869
|
||||||
Ref: #amounts12010
|
Ref: #amounts12005
|
||||||
Node: Virtual Postings14690
|
Node: Virtual Postings14685
|
||||||
Ref: #virtual-postings14849
|
Ref: #virtual-postings14844
|
||||||
Node: Balance Assertions16069
|
Node: Balance Assertions16064
|
||||||
Ref: #balance-assertions16244
|
Ref: #balance-assertions16239
|
||||||
Node: Assertions and ordering17140
|
Node: Assertions and ordering17135
|
||||||
Ref: #assertions-and-ordering17326
|
Ref: #assertions-and-ordering17321
|
||||||
Node: Assertions and included files18026
|
Node: Assertions and included files18021
|
||||||
Ref: #assertions-and-included-files18267
|
Ref: #assertions-and-included-files18262
|
||||||
Node: Assertions and multiple -f options18600
|
Node: Assertions and multiple -f options18595
|
||||||
Ref: #assertions-and-multiple--f-options18854
|
Ref: #assertions-and-multiple--f-options18849
|
||||||
Node: Assertions and commodities18986
|
Node: Assertions and commodities18981
|
||||||
Ref: #assertions-and-commodities19221
|
Ref: #assertions-and-commodities19216
|
||||||
Node: Assertions and subaccounts19917
|
Node: Assertions and subaccounts19912
|
||||||
Ref: #assertions-and-subaccounts20149
|
Ref: #assertions-and-subaccounts20144
|
||||||
Node: Assertions and virtual postings20670
|
Node: Assertions and virtual postings20665
|
||||||
Ref: #assertions-and-virtual-postings20877
|
Ref: #assertions-and-virtual-postings20872
|
||||||
Node: Balance Assignments21019
|
Node: Balance Assignments21014
|
||||||
Ref: #balance-assignments21188
|
Ref: #balance-assignments21183
|
||||||
Node: Prices22308
|
Node: Prices22303
|
||||||
Ref: #prices22441
|
Ref: #prices22436
|
||||||
Node: Transaction prices22492
|
Node: Transaction prices22487
|
||||||
Ref: #transaction-prices22637
|
Ref: #transaction-prices22632
|
||||||
Node: Market prices24793
|
Node: Market prices24788
|
||||||
Ref: #market-prices24928
|
Ref: #market-prices24923
|
||||||
Node: Comments25888
|
Node: Comments25883
|
||||||
Ref: #comments26010
|
Ref: #comments26005
|
||||||
Node: Tags27252
|
Node: Tags27247
|
||||||
Ref: #tags27370
|
Ref: #tags27365
|
||||||
Node: Directives28772
|
Node: Directives28767
|
||||||
Ref: #directives28885
|
Ref: #directives28880
|
||||||
Node: Account aliases29078
|
Node: Account aliases29073
|
||||||
Ref: #account-aliases29222
|
Ref: #account-aliases29217
|
||||||
Node: Basic aliases29826
|
Node: Basic aliases29821
|
||||||
Ref: #basic-aliases29969
|
Ref: #basic-aliases29964
|
||||||
Node: Regex aliases30659
|
Node: Regex aliases30654
|
||||||
Ref: #regex-aliases30827
|
Ref: #regex-aliases30822
|
||||||
Node: Multiple aliases31545
|
Node: Multiple aliases31540
|
||||||
Ref: #multiple-aliases31717
|
Ref: #multiple-aliases31712
|
||||||
Node: end aliases32215
|
Node: end aliases32210
|
||||||
Ref: #end-aliases32355
|
Ref: #end-aliases32350
|
||||||
Node: account directive32456
|
Node: account directive32451
|
||||||
Ref: #account-directive32636
|
Ref: #account-directive32631
|
||||||
Node: apply account directive33983
|
Node: apply account directive33978
|
||||||
Ref: #apply-account-directive34179
|
Ref: #apply-account-directive34174
|
||||||
Node: Multi-line comments34838
|
Node: Multi-line comments34833
|
||||||
Ref: #multi-line-comments35028
|
Ref: #multi-line-comments35023
|
||||||
Node: commodity directive35156
|
Node: commodity directive35151
|
||||||
Ref: #commodity-directive35340
|
Ref: #commodity-directive35335
|
||||||
Node: Default commodity36212
|
Node: Default commodity36207
|
||||||
Ref: #default-commodity36385
|
Ref: #default-commodity36380
|
||||||
Node: Default year36922
|
Node: Default year36917
|
||||||
Ref: #default-year37087
|
Ref: #default-year37082
|
||||||
Node: Including other files37510
|
Node: Including other files37505
|
||||||
Ref: #including-other-files37667
|
Ref: #including-other-files37662
|
||||||
Node: Periodic transactions38064
|
Node: Periodic transactions38059
|
||||||
Ref: #periodic-transactions38235
|
Ref: #periodic-transactions38225
|
||||||
Node: Automated posting rules38978
|
Node: Automated postings39214
|
||||||
Ref: #automated-posting-rules39156
|
Ref: #automated-postings39377
|
||||||
Node: EDITOR SUPPORT40265
|
Node: EDITOR SUPPORT40279
|
||||||
Ref: #editor-support40395
|
Ref: #editor-support40404
|
||||||
|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|||||||
@ -837,64 +837,68 @@ FILE FORMAT
|
|||||||
include journal, timeclock or timedot files, but not CSV files.
|
include journal, timeclock or timedot files, but not CSV files.
|
||||||
|
|
||||||
Periodic transactions
|
Periodic transactions
|
||||||
A periodic transaction starts with a tilde `~' in place of a date fol-
|
Periodic transactions are a kind of rule with a dual purpose: they can
|
||||||
lowed by a period expression:
|
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
|
||||||
|
|
||||||
Periodic transactions are used for forecasting and budgeting only, they
|
With --forecast, each periodic transaction rule generates recurring
|
||||||
have no effect unless the --forecast or --budget flag is used. With
|
"forecast" transactions at the specified interval, beginning the day
|
||||||
--forecast, each periodic transaction rule generates recurring forecast
|
after the latest recorded journal transaction (or today, if there are
|
||||||
transactions at the specified interval, beginning the day after the
|
no transactions) and ending 6 months from today (or at the report end
|
||||||
last recorded journal transaction and ending 6 months from today, or at
|
date, if specified).
|
||||||
the specified report end date. With balance --budget, each periodic
|
|
||||||
transaction declares recurring budget goals for one or more accounts.
|
|
||||||
For more details, see: balance > Budgeting, Budgeting and Forecasting.
|
|
||||||
|
|
||||||
Automated posting rules
|
With balance --budget, each periodic transaction declares recurring
|
||||||
Automated posting rule starts with an equal sign `=' in place of a
|
budget goals for the specified accounts. Eg the example above declares
|
||||||
date, followed by a query:
|
the goal of receiving $400 from income:acme inc (and also, depositing
|
||||||
|
$400 into assets:bank:checking) every week.
|
||||||
|
|
||||||
|
For more details, see: balance: Budgeting and Budgeting and Forecast-
|
||||||
|
ing.
|
||||||
|
|
||||||
|
Automated postings
|
||||||
|
Automated postings are postings added automatically by rule to certain
|
||||||
|
transactions (with --auto). An automated posting rule looks like a
|
||||||
|
transaction where the first line is an equal sign (=) followed by a
|
||||||
|
query:
|
||||||
|
|
||||||
= expenses:gifts
|
= expenses:gifts
|
||||||
budget:gifts *-1
|
budget:gifts *-1
|
||||||
assets:budget *1
|
assets:budget *1
|
||||||
|
|
||||||
When --auto option is specified on the command line, automated posting
|
The posting amounts can be of the form *N, which means "the amount of
|
||||||
rule will add its postings to all transactions that match the query.
|
the matched transaction's first posting, multiplied by N". They can
|
||||||
|
also be ordinary fixed amounts. Fixed amounts with no commodity symbol
|
||||||
|
will be given the same commodity as the matched transaction's first
|
||||||
|
posting.
|
||||||
|
|
||||||
If amount in the automated posting rule includes commodity name, new
|
This example adds a corresponding (unbalanced) budget posting to every
|
||||||
posting will be made in the given commodity, otherwise commodity of the
|
transaction involving the expenses:gifts account:
|
||||||
matched transaction will be used.
|
|
||||||
|
|
||||||
When amount in the automated posting rule begins with the '*', amount
|
= expenses:gifts
|
||||||
will be treated as a multiplier that is applied to the amount of the
|
(budget:gifts) *-1
|
||||||
first posting in the matched transaction.
|
|
||||||
|
|
||||||
In example above, every transaction in expenses:gifts account will have
|
|
||||||
two additional postings added to it: amount of the original gift will
|
|
||||||
be debited from budget:gifts and credited into assets:budget:
|
|
||||||
|
|
||||||
; Original transaction
|
|
||||||
2017-12-14
|
2017-12-14
|
||||||
expenses:gifts $20
|
expenses:gifts $20
|
||||||
assets
|
assets
|
||||||
|
|
||||||
; With automated postings applied
|
$ hledger print --auto
|
||||||
2017/12/14
|
2017/12/14
|
||||||
expenses:gifts $20
|
expenses:gifts $20
|
||||||
assets
|
assets
|
||||||
budget:gifts $-20
|
(budget:gifts) $-20
|
||||||
assets:budget $20
|
|
||||||
|
|
||||||
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:
|
||||||
|
|
||||||
|
|
||||||
@ -913,7 +917,7 @@ 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)
|
||||||
|
|
||||||
|
|
||||||
@ -927,7 +931,7 @@ 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)
|
||||||
|
|
||||||
|
|||||||
@ -1497,6 +1497,11 @@ is displayed.
|
|||||||
.RS
|
.RS
|
||||||
.RE
|
.RE
|
||||||
.TP
|
.TP
|
||||||
|
.B \f[C]\-\-invert\f[]
|
||||||
|
display all amounts with reversed sign
|
||||||
|
.RS
|
||||||
|
.RE
|
||||||
|
.TP
|
||||||
.B \f[C]\-\-budget\f[]
|
.B \f[C]\-\-budget\f[]
|
||||||
show performance compared to budget goals defined by periodic
|
show performance compared to budget goals defined by periodic
|
||||||
transactions
|
transactions
|
||||||
|
|||||||
@ -1126,6 +1126,9 @@ Show accounts and their balances. Aliases: b, bal.
|
|||||||
sort by amount instead of account code/name (in flat mode). With
|
sort by amount instead of account code/name (in flat mode). With
|
||||||
multiple columns, sorts by the row total, or by row average if that
|
multiple columns, sorts by the row total, or by row average if that
|
||||||
is displayed.
|
is displayed.
|
||||||
|
'--invert'
|
||||||
|
|
||||||
|
display all amounts with reversed sign
|
||||||
'--budget'
|
'--budget'
|
||||||
|
|
||||||
show performance compared to budget goals defined by periodic
|
show performance compared to budget goals defined by periodic
|
||||||
@ -2446,85 +2449,85 @@ Node: add32323
|
|||||||
Ref: #add32422
|
Ref: #add32422
|
||||||
Node: balance35083
|
Node: balance35083
|
||||||
Ref: #balance35194
|
Ref: #balance35194
|
||||||
Node: Flat mode38642
|
Node: Flat mode38698
|
||||||
Ref: #flat-mode38767
|
Ref: #flat-mode38823
|
||||||
Node: Depth limited balance reports39187
|
Node: Depth limited balance reports39243
|
||||||
Ref: #depth-limited-balance-reports39388
|
Ref: #depth-limited-balance-reports39444
|
||||||
Node: Multicolumn balance reports39808
|
Node: Multicolumn balance reports39864
|
||||||
Ref: #multicolumn-balance-reports40003
|
Ref: #multicolumn-balance-reports40059
|
||||||
Node: Budgets44692
|
Node: Budgets44748
|
||||||
Ref: #budgets44839
|
Ref: #budgets44895
|
||||||
Node: Custom balance output48670
|
Node: Custom balance output48726
|
||||||
Ref: #custom-balance-output48832
|
Ref: #custom-balance-output48888
|
||||||
Node: Colour support50998
|
Node: Colour support51054
|
||||||
Ref: #colour-support51130
|
Ref: #colour-support51186
|
||||||
Node: balancesheet51303
|
Node: balancesheet51359
|
||||||
Ref: #balancesheet51439
|
Ref: #balancesheet51495
|
||||||
Node: balancesheetequity53750
|
Node: balancesheetequity53806
|
||||||
Ref: #balancesheetequity53899
|
Ref: #balancesheetequity53955
|
||||||
Node: cashflow54436
|
Node: cashflow54492
|
||||||
Ref: #cashflow54564
|
Ref: #cashflow54620
|
||||||
Node: check-dates56687
|
Node: check-dates56743
|
||||||
Ref: #check-dates56814
|
Ref: #check-dates56870
|
||||||
Node: check-dupes56931
|
Node: check-dupes56987
|
||||||
Ref: #check-dupes57055
|
Ref: #check-dupes57111
|
||||||
Node: close57192
|
Node: close57248
|
||||||
Ref: #close57299
|
Ref: #close57355
|
||||||
Node: help57629
|
Node: help57685
|
||||||
Ref: #help57729
|
Ref: #help57785
|
||||||
Node: import58803
|
Node: import58859
|
||||||
Ref: #import58917
|
Ref: #import58973
|
||||||
Node: incomestatement59647
|
Node: incomestatement59703
|
||||||
Ref: #incomestatement59781
|
Ref: #incomestatement59837
|
||||||
Node: prices62185
|
Node: prices62241
|
||||||
Ref: #prices62300
|
Ref: #prices62356
|
||||||
Node: print62343
|
Node: print62399
|
||||||
Ref: #print62453
|
Ref: #print62509
|
||||||
Node: print-unique67347
|
Node: print-unique67403
|
||||||
Ref: #print-unique67473
|
Ref: #print-unique67529
|
||||||
Node: register67541
|
Node: register67597
|
||||||
Ref: #register67668
|
Ref: #register67724
|
||||||
Node: Custom register output72169
|
Node: Custom register output72225
|
||||||
Ref: #custom-register-output72298
|
Ref: #custom-register-output72354
|
||||||
Node: register-match73528
|
Node: register-match73584
|
||||||
Ref: #register-match73662
|
Ref: #register-match73718
|
||||||
Node: rewrite73845
|
Node: rewrite73901
|
||||||
Ref: #rewrite73962
|
Ref: #rewrite74018
|
||||||
Node: stats74031
|
Node: stats74087
|
||||||
Ref: #stats74134
|
Ref: #stats74190
|
||||||
Node: tags75004
|
Node: tags75060
|
||||||
Ref: #tags75102
|
Ref: #tags75158
|
||||||
Node: test75338
|
Node: test75394
|
||||||
Ref: #test75422
|
Ref: #test75478
|
||||||
Node: ADD-ON COMMANDS75790
|
Node: ADD-ON COMMANDS75846
|
||||||
Ref: #add-on-commands75900
|
Ref: #add-on-commands75956
|
||||||
Node: Official add-ons77187
|
Node: Official add-ons77243
|
||||||
Ref: #official-add-ons77327
|
Ref: #official-add-ons77383
|
||||||
Node: api77414
|
Node: api77470
|
||||||
Ref: #api77503
|
Ref: #api77559
|
||||||
Node: ui77555
|
Node: ui77611
|
||||||
Ref: #ui77654
|
Ref: #ui77710
|
||||||
Node: web77712
|
Node: web77768
|
||||||
Ref: #web77801
|
Ref: #web77857
|
||||||
Node: Third party add-ons77847
|
Node: Third party add-ons77903
|
||||||
Ref: #third-party-add-ons78022
|
Ref: #third-party-add-ons78078
|
||||||
Node: diff78157
|
Node: diff78213
|
||||||
Ref: #diff78254
|
Ref: #diff78310
|
||||||
Node: iadd78353
|
Node: iadd78409
|
||||||
Ref: #iadd78467
|
Ref: #iadd78523
|
||||||
Node: interest78550
|
Node: interest78606
|
||||||
Ref: #interest78671
|
Ref: #interest78727
|
||||||
Node: irr78766
|
Node: irr78822
|
||||||
Ref: #irr78864
|
Ref: #irr78920
|
||||||
Node: Experimental add-ons78942
|
Node: Experimental add-ons78998
|
||||||
Ref: #experimental-add-ons79094
|
Ref: #experimental-add-ons79150
|
||||||
Node: autosync79385
|
Node: autosync79441
|
||||||
Ref: #autosync79497
|
Ref: #autosync79553
|
||||||
Node: budget79736
|
Node: budget79792
|
||||||
Ref: #budget79858
|
Ref: #budget79914
|
||||||
Node: chart79924
|
Node: chart79980
|
||||||
Ref: #chart80041
|
Ref: #chart80097
|
||||||
Node: check80112
|
Node: check80168
|
||||||
Ref: #check80214
|
Ref: #check80270
|
||||||
|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|||||||
@ -1018,6 +1018,9 @@ COMMANDS
|
|||||||
With multiple columns, sorts by the row total, or by row average
|
With multiple columns, sorts by the row total, or by row average
|
||||||
if that is displayed.
|
if that is displayed.
|
||||||
|
|
||||||
|
--invert
|
||||||
|
display all amounts with reversed sign
|
||||||
|
|
||||||
--budget
|
--budget
|
||||||
show performance compared to budget goals defined by periodic
|
show performance compared to budget goals defined by periodic
|
||||||
transactions
|
transactions
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user