;site: manuals: fix many links that went to a prerelease manual
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@ -224,19 +224,19 @@ but when all CSV records have the same date it will assume they are oldest first
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## CSV ordering
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## CSV ordering
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The generated [journal entries](/journal.html#transactions) will be sorted by date.
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The generated [journal entries](journal.html#transactions) will be sorted by date.
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The order of same-day entries will be preserved
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The order of same-day entries will be preserved
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(except in the special case where you might need [`newest-first`](#newest-first), see above).
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(except in the special case where you might need [`newest-first`](#newest-first), see above).
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## CSV accounts
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## CSV accounts
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Each journal entry will have two [postings](/journal.html#postings), to `account1` and `account2` respectively.
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Each journal entry will have two [postings](journal.html#postings), to `account1` and `account2` respectively.
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It's not yet possible to generate entries with more than two postings.
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It's not yet possible to generate entries with more than two postings.
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It's conventional and recommended to use `account1` for the account whose CSV we are reading.
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It's conventional and recommended to use `account1` for the account whose CSV we are reading.
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## CSV amounts
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## CSV amounts
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A transaction [amount](/journal.html#amounts) must be set, in one of these ways:
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A transaction [amount](journal.html#amounts) must be set, in one of these ways:
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- with an `amount` field assignment, which sets the first posting's amount
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- with an `amount` field assignment, which sets the first posting's amount
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@ -245,7 +245,7 @@ A transaction [amount](/journal.html#amounts) must be set, in one of these ways:
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fields (both of them). Whichever one has a value will be used, with
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fields (both of them). Whichever one has a value will be used, with
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appropriate sign. If both contain a value, it might not work so well.
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appropriate sign. If both contain a value, it might not work so well.
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- or implicitly by means of a [balance assignment](/journal.html#balance-assignments) (see below).
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- or implicitly by means of a [balance assignment](journal.html#balance-assignments) (see below).
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There is some special handling for sign in amounts:
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There is some special handling for sign in amounts:
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@ -266,8 +266,8 @@ amount %amount %currency
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If the CSV includes a running balance, you can assign that to one of the pseudo fields
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If the CSV includes a running balance, you can assign that to one of the pseudo fields
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`balance` (or `balance1`) or `balance2`.
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`balance` (or `balance1`) or `balance2`.
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This will generate a [balance assertion](/journal.html#balance-assertions)
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This will generate a [balance assertion](journal.html#balance-assertions)
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(or if the amount is left empty, a [balance assignment](/journal.html#balance-assignments)),
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(or if the amount is left empty, a [balance assignment](journal.html#balance-assignments)),
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on the first or second posting,
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on the first or second posting,
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whenever the running balance field is non-empty.
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whenever the running balance field is non-empty.
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(TODO: [#1000](https://github.com/simonmichael/hledger/issues/1000))
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(TODO: [#1000](https://github.com/simonmichael/hledger/issues/1000))
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@ -203,7 +203,7 @@ mark | status
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When reporting, you can filter by status with
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When reporting, you can filter by status with
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the `-U/--unmarked`, `-P/--pending`, and `-C/--cleared` flags;
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the `-U/--unmarked`, `-P/--pending`, and `-C/--cleared` flags;
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or the `status:`, `status:!`, and `status:*` [queries](/manual.html#queries);
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or the `status:`, `status:!`, and `status:*` [queries](hledger.html#queries);
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or the U, P, C keys in hledger-ui.
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or the U, P, C keys in hledger-ui.
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Note, in Ledger and in older versions of hledger, the "unmarked" state is called
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Note, in Ledger and in older versions of hledger, the "unmarked" state is called
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@ -240,7 +240,7 @@ or left blank. Transaction descriptions can be queried, unlike [comments](#comme
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You can optionally include a `|` (pipe) character in descriptions to subdivide the description
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You can optionally include a `|` (pipe) character in descriptions to subdivide the description
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into separate fields for payee/payer name on the left (up to the first `|`) and an additional note
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into separate fields for payee/payer name on the left (up to the first `|`) and an additional note
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field on the right (after the first `|`). This may be worthwhile if you need to do more precise
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field on the right (after the first `|`). This may be worthwhile if you need to do more precise
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[querying](/hledger.html#queries) and [pivoting](/hledger.html#pivoting) by payee or by note.
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[querying](hledger.html#queries) and [pivoting](hledger.html#pivoting) by payee or by note.
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## Account names
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## Account names
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@ -384,7 +384,7 @@ in the right file.
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### Assertions and multiple -f options
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### Assertions and multiple -f options
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Balance assertions don't work well across files specified
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Balance assertions don't work well across files specified
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with multiple -f options. Use include or [concatenate the files](/hledger.html#input-files)
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with multiple -f options. Use include or [concatenate the files](hledger.html#input-files)
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instead.
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instead.
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### Assertions and commodities
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### Assertions and commodities
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@ -445,9 +445,9 @@ and should normally be written without one:
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(a) $1 @ €1 = $1
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(a) $1 @ €1 = $1
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```
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```
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We do allow prices to be written there, however, and [print](/manual.html#print) shows them,
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We do allow prices to be written there, however, and [print](hledger.html#print) shows them,
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even though they don't affect whether the assertion passes or fails.
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even though they don't affect whether the assertion passes or fails.
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This is for backward compatibility (hledger's [close](/manual.html#close) command used to generate balance assertions with prices),
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This is for backward compatibility (hledger's [close](hledger.html#close) command used to generate balance assertions with prices),
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and because [balance *assignments*](#balance-assignments) do use them (see below).
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and because [balance *assignments*](#balance-assignments) do use them (see below).
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### Assertions and subaccounts
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### Assertions and subaccounts
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@ -633,7 +633,7 @@ You can also comment larger regions of a file using [`comment` and `end comment`
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## Tags
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## Tags
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Tags are a way to add extra labels or labelled data to postings and transactions,
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Tags are a way to add extra labels or labelled data to postings and transactions,
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which you can then [search](/hledger.html#queries) or [pivot](/hledger.html#pivoting) on.
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which you can then [search](hledger.html#queries) or [pivot](hledger.html#pivoting) on.
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A simple tag is a word (which may contain hyphens) followed by a full colon,
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A simple tag is a word (which may contain hyphens) followed by a full colon,
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written inside a transaction or posting [comment](#comments) line:
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written inside a transaction or posting [comment](#comments) line:
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@ -877,7 +877,7 @@ P 2009/1/1 € $1.35
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P 2010/1/1 € $1.40
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P 2010/1/1 € $1.40
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```
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```
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The [`-V/--value`](manual.html#market-value) flag can be used to convert reported amounts
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The [`-V/--value`](hledger.html#market-value) flag can be used to convert reported amounts
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to another commodity using these prices.
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to another commodity using these prices.
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### Declaring accounts
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### Declaring accounts
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@ -894,7 +894,7 @@ Though not required, they can provide several benefits:
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- They help with account name completion
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- They help with account name completion
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in the add command, hledger-iadd, hledger-web, ledger-mode etc.
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in the add command, hledger-iadd, hledger-web, ledger-mode etc.
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The simplest form is just the word `account` followed by a hledger-style [account name](manual.html#account-names), eg:
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The simplest form is just the word `account` followed by a hledger-style [account name](journal.html#account-names), eg:
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```journal
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```journal
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account assets:bank:checking
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account assets:bank:checking
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```
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```
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@ -933,9 +933,9 @@ account ACCTNAME [ACCTTYPE] [;COMMENT]
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hledger recognises five types (or classes) of account: Asset, Liability, Equity, Revenue, Expense.
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hledger recognises five types (or classes) of account: Asset, Liability, Equity, Revenue, Expense.
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This is used by a few accounting-aware reports such as [balancesheet][], [incomestatement][] and [cashflow][].
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This is used by a few accounting-aware reports such as [balancesheet][], [incomestatement][] and [cashflow][].
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[balancesheet]: manual.html#balancesheet
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[balancesheet]: hledger.html#balancesheet
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[cashflow]: manual.html#cashflow
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[cashflow]: hledger.html#cashflow
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[incomestatement]: manual.html#incomestatement
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[incomestatement]: hledger.html#incomestatement
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##### Auto-detected account types
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##### Auto-detected account types
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@ -1164,7 +1164,7 @@ without having to write them out explicitly in the journal (with `--forecast`).
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Secondly, they also can be used to define budget goals (with `--budget`).
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Secondly, they also can be used to define budget goals (with `--budget`).
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A periodic transaction rule looks like a normal journal entry,
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A periodic transaction rule looks like a normal journal entry,
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with the date replaced by a tilde (`~`) followed by a [period expression](manual.html#period-expressions)
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with the date replaced by a tilde (`~`) followed by a [period expression](hledger.html#period-expressions)
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(mnemonic: `~` looks like a recurring sine wave.):
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(mnemonic: `~` looks like a recurring sine wave.):
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```journal
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```journal
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~ monthly
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~ monthly
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@ -1200,7 +1200,7 @@ can not accidentally alter their meaning, as in this example:
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With the `--forecast` flag, each periodic transaction rule generates
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With the `--forecast` flag, each periodic transaction rule generates
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future transactions recurring at the specified interval.
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future transactions recurring at the specified interval.
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These are not saved in the journal, but appear in all reports.
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These are not saved in the journal, but appear in all reports.
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They will look like normal transactions, but with an extra [tag](manual.html#tags-1):
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They will look like normal transactions, but with an extra [tag](journal.html#tags):
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- `generated-transaction:~ PERIODICEXPR` - shows that this was generated by a periodic transaction rule, and the period
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- `generated-transaction:~ PERIODICEXPR` - shows that this was generated by a periodic transaction rule, and the period
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@ -1245,12 +1245,12 @@ With the `--budget` flag, currently supported by the balance command,
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each periodic transaction rule declares recurring budget goals for the specified accounts.
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each periodic transaction rule declares recurring budget goals for the specified accounts.
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Eg the first example above declares a goal of spending $2000 on rent
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Eg the first example above declares a goal of spending $2000 on rent
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(and also, a goal of depositing $2000 into checking) every month.
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(and also, a goal of depositing $2000 into checking) every month.
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Goals and actual performance can then be compared in [budget reports](/manual.html#budget-report).
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Goals and actual performance can then be compared in [budget reports](hledger.html#budget-report).
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For more details, see:
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For more details, see:
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[balance: Budget report](manual.html#budget-report)
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[balance: Budget report](hledger.html#budget-report)
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and
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and
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[Cookbook: Budgeting and Forecasting](https://github.com/simonmichael/hledger/wiki/Budgeting-and-forecasting).
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[Budgeting and Forecasting](budgeting-and-forecasting.html).
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<a name="automated-postings"></a>
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<a name="automated-postings"></a>
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@ -1263,7 +1263,7 @@ Currently just one kind of change is possible - adding extra postings, which we
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These rules become active when you use the `--auto` flag.
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These rules become active when you use the `--auto` flag.
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A transaction modifier rule looks much like a normal transaction
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A transaction modifier rule looks much like a normal transaction
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except the first line is an equals sign followed by a [query](manual.html#queries) that matches certain postings
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except the first line is an equals sign followed by a [query](hledger.html#queries) that matches certain postings
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(mnemonic: `=` suggests matching).
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(mnemonic: `=` suggests matching).
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And each "posting" is actually a posting-generating rule:
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And each "posting" is actually a posting-generating rule:
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@ -28,7 +28,7 @@ In the docs below we'll assume it's time.
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A timedot file contains a series of day entries.
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A timedot file contains a series of day entries.
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A day entry begins with a date, and is followed by category/quantity pairs, one per line.
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A day entry begins with a date, and is followed by category/quantity pairs, one per line.
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Dates are hledger-style [simple dates](/journal.html#simple-dates) (see hledger_journal(5)).
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Dates are hledger-style [simple dates](journal.html#simple-dates) (see hledger_journal(5)).
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Categories are hledger-style account names, optionally indented.
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Categories are hledger-style account names, optionally indented.
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As in a hledger journal, there must be at least two spaces between the category (account name) and the quantity.
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As in a hledger journal, there must be at least two spaces between the category (account name) and the quantity.
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@ -100,7 +100,7 @@ Balance changes in 2016/02/01-2016/02/03:
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```
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```
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I prefer to use period for separating account components.
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I prefer to use period for separating account components.
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We can make this work with an [account alias](/journal.html#rewriting-accounts):
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We can make this work with an [account alias](journal.html#rewriting-accounts):
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```timedot
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```timedot
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2016/2/4
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2016/2/4
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@ -123,7 +123,7 @@ the period will move automatically to track the current date.
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To set a non-standard period, you can use `/` and a `date:` query.
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To set a non-standard period, you can use `/` and a `date:` query.
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`/` lets you set a general filter query limiting the data shown,
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`/` lets you set a general filter query limiting the data shown,
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using the same [query terms](/hledger.html#queries) as in hledger and hledger-web.
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using the same [query terms](hledger.html#queries) as in hledger and hledger-web.
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While editing the query, you can use [CTRL-a/e/d/k, BS, cursor keys](http://hackage.haskell.org/package/brick-0.7/docs/Brick-Widgets-Edit.html#t:Editor);
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While editing the query, you can use [CTRL-a/e/d/k, BS, cursor keys](http://hackage.haskell.org/package/brick-0.7/docs/Brick-Widgets-Edit.html#t:Editor);
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press `ENTER` to set it, or `ESCAPE`to cancel.
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press `ENTER` to set it, or `ESCAPE`to cancel.
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There are also keys for quickly adjusting some common filters like account depth and transaction status (see below).
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There are also keys for quickly adjusting some common filters like account depth and transaction status (see below).
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@ -189,7 +189,7 @@ balances are what you would see on a bank statement for that account (unless dis
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a filter query). Period balances ignore transactions before the report start date, so they
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a filter query). Period balances ignore transactions before the report start date, so they
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show the change in balance during the report period. They are more useful eg when viewing a time log.
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show the change in balance during the report period. They are more useful eg when viewing a time log.
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`U` toggles filtering by [unmarked status](/journal.html#status),
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`U` toggles filtering by [unmarked status](journal.html#status),
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including or excluding unmarked postings in the balances.
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including or excluding unmarked postings in the balances.
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Similarly, `P` toggles pending postings,
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Similarly, `P` toggles pending postings,
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and `C` toggles cleared postings.
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and `C` toggles cleared postings.
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@ -197,7 +197,7 @@ and `C` toggles cleared postings.
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if you activate one or two status filters, only those postings are included;
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if you activate one or two status filters, only those postings are included;
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and if you activate all three, the filter is removed.)
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and if you activate all three, the filter is removed.)
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`R` toggles real mode, in which [virtual postings](/journal.html#virtual-postings) are ignored.
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`R` toggles real mode, in which [virtual postings](journal.html#virtual-postings) are ignored.
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`Z` toggles nonzero mode, in which only accounts with nonzero balances
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`Z` toggles nonzero mode, in which only accounts with nonzero balances
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are shown (hledger-ui shows zero items by default, unlike command-line
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are shown (hledger-ui shows zero items by default, unlike command-line
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@ -230,13 +230,13 @@ or if it's in flat mode but this account has subaccounts which are not shown due
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In other words, the register always shows the transactions contributing to the balance shown on the accounts screen.
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In other words, the register always shows the transactions contributing to the balance shown on the accounts screen.
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Tree mode/flat mode can be toggled with `T` here also.
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Tree mode/flat mode can be toggled with `T` here also.
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`U` toggles filtering by [unmarked status](/journal.html#status), showing or hiding unmarked transactions.
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`U` toggles filtering by [unmarked status](journal.html#status), showing or hiding unmarked transactions.
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Similarly, `P` toggles pending transactions, and `C` toggles cleared transactions.
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Similarly, `P` toggles pending transactions, and `C` toggles cleared transactions.
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(By default, transactions with all statuses are shown;
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(By default, transactions with all statuses are shown;
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if you activate one or two status filters, only those transactions are shown;
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if you activate one or two status filters, only those transactions are shown;
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and if you activate all three, the filter is removed.)
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and if you activate all three, the filter is removed.)
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`R` toggles real mode, in which [virtual postings](/journal.html#virtual-postings) are ignored.
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`R` toggles real mode, in which [virtual postings](journal.html#virtual-postings) are ignored.
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`Z` toggles nonzero mode, in which only transactions posting a nonzero
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`Z` toggles nonzero mode, in which only transactions posting a nonzero
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change are shown (hledger-ui shows zero items by default,
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change are shown (hledger-ui shows zero items by default,
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@ -47,7 +47,7 @@ shows differences in an account's transactions between one journal file and anot
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### iadd
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### iadd
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[hledger-iadd](http://hackage.haskell.org/package/hledger-iadd)
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[hledger-iadd](http://hackage.haskell.org/package/hledger-iadd)
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is a curses-style, more interactive replacement for the [add command](/hledger.html#add).
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is a curses-style, more interactive replacement for the [add command](hledger.html#add).
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### interest
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### interest
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@ -61,8 +61,7 @@ but it's superseded now by the built-in [roi](#roi) command.
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## Experimental add-ons
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## Experimental add-ons
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These are available in source form in the hledger repo's bin/ directory;
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These are available in source form in the hledger repo's bin/ directory.
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installing them is [pretty easy](/download.html#d).
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They may be less mature and documented than built-in commands.
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They may be less mature and documented than built-in commands.
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Reading and tweaking these is a good way to start making your own!
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Reading and tweaking these is a good way to start making your own!
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@ -187,9 +187,9 @@ You can also specify multiple `-f` options, to read multiple files as one big jo
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There are some limitations with this:
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There are some limitations with this:
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- directives in one file will not affect the other files
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- directives in one file will not affect the other files
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- [balance assertions](/journal.html#balance-assertions) will not see any account balances from previous files
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- [balance assertions](journal.html#balance-assertions) will not see any account balances from previous files
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If you need those, either use the [include directive](/journal.html#including-other-files),
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If you need those, either use the [include directive](journal.html#including-other-files),
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or concatenate the files, eg: `cat a.journal b.journal | hledger -f- CMD`.
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or concatenate the files, eg: `cat a.journal b.journal | hledger -f- CMD`.
|
||||||
|
|
||||||
## Smart dates
|
## Smart dates
|
||||||
@ -407,7 +407,7 @@ Normally hledger sums amounts, and organizes them in a hierarchy, based on accou
|
|||||||
The `--pivot FIELD` option causes it to sum and organize hierarchy based on the value of some other field instead.
|
The `--pivot FIELD` option causes it to sum and organize hierarchy based on the value of some other field instead.
|
||||||
FIELD can be:
|
FIELD can be:
|
||||||
`code`, `description`, `payee`, `note`,
|
`code`, `description`, `payee`, `note`,
|
||||||
or the full name (case insensitive) of any [tag](/journal.html#tags).
|
or the full name (case insensitive) of any [tag](journal.html#tags).
|
||||||
As with account names, values containing `colon:separated:parts` will be displayed hierarchically in reports.
|
As with account names, values containing `colon:separated:parts` will be displayed hierarchically in reports.
|
||||||
|
|
||||||
`--pivot` is a general option affecting all reports; you can think of hledger transforming
|
`--pivot` is a general option affecting all reports; you can think of hledger transforming
|
||||||
@ -458,7 +458,7 @@ $ hledger balance --pivot member acct:.
|
|||||||
### -B: Cost
|
### -B: Cost
|
||||||
|
|
||||||
The `-B/--cost` flag converts amounts to their cost (or selling price) at transaction time,
|
The `-B/--cost` flag converts amounts to their cost (or selling price) at transaction time,
|
||||||
if they have a [transaction price](/journal.html#transaction-prices) specified.
|
if they have a [transaction price](journal.html#transaction-prices) specified.
|
||||||
This flag is equivalent to `--value=cost`, described below.
|
This flag is equivalent to `--value=cost`, described below.
|
||||||
|
|
||||||
### -V: Market value
|
### -V: Market value
|
||||||
@ -474,7 +474,7 @@ If most of your P declarations lead to a single home currency, this will usually
|
|||||||
(To specify the commodity, see -X below.)
|
(To specify the commodity, see -X below.)
|
||||||
|
|
||||||
Note that in hledger, market prices are always declared explicitly with P directives;
|
Note that in hledger, market prices are always declared explicitly with P directives;
|
||||||
we do not infer them from [transaction prices](/manual.html#transaction-prices) as Ledger does.
|
we do not infer them from [transaction prices](journal.html#transaction-prices) as Ledger does.
|
||||||
|
|
||||||
Here's a quick example of -V:
|
Here's a quick example of -V:
|
||||||
|
|
||||||
|
|||||||
@ -17,7 +17,7 @@ instead most commands show transactions/postings/accounts which match (or negati
|
|||||||
- any of the status terms AND
|
- any of the status terms AND
|
||||||
- all the other terms.
|
- all the other terms.
|
||||||
|
|
||||||
The [print](/manual.html#print) command instead shows transactions which:
|
The [print](hledger.html#print) command instead shows transactions which:
|
||||||
|
|
||||||
- match any of the description terms AND
|
- match any of the description terms AND
|
||||||
- have any postings matching any of the positive account terms AND
|
- have any postings matching any of the positive account terms AND
|
||||||
@ -57,9 +57,9 @@ or `hledger print cur:\\$`.
|
|||||||
|
|
||||||
**`date:PERIODEXPR`**
|
**`date:PERIODEXPR`**
|
||||||
: match dates within the specified period.
|
: match dates within the specified period.
|
||||||
PERIODEXPR is a [period expression](#period-expressions) (with no report interval).
|
PERIODEXPR is a [period expression](hledger.html#period-expressions) (with no report interval).
|
||||||
Examples: `date:2016`, `date:thismonth`, `date:2000/2/1-2/15`, `date:lastweek-`.
|
Examples: `date:2016`, `date:thismonth`, `date:2000/2/1-2/15`, `date:lastweek-`.
|
||||||
If the `--date2` command line flag is present, this matches [secondary dates](manual.html#secondary-dates) instead.
|
If the `--date2` command line flag is present, this matches [secondary dates](journal.html#secondary-dates) instead.
|
||||||
|
|
||||||
**`date2:PERIODEXPR`**
|
**`date2:PERIODEXPR`**
|
||||||
: match secondary dates within the specified period.
|
: match secondary dates within the specified period.
|
||||||
@ -68,11 +68,11 @@ If the `--date2` command line flag is present, this matches [secondary dates](ma
|
|||||||
: match (or display, depending on command) accounts at or above this depth
|
: match (or display, depending on command) accounts at or above this depth
|
||||||
|
|
||||||
**`note:REGEX`**
|
**`note:REGEX`**
|
||||||
: match transaction [notes](/manual.html#payee-and-note)
|
: match transaction [notes](journal.html#payee-and-note)
|
||||||
(part of description right of `|`, or whole description when there's no `|`)
|
(part of description right of `|`, or whole description when there's no `|`)
|
||||||
|
|
||||||
**`payee:REGEX`**
|
**`payee:REGEX`**
|
||||||
: match transaction [payee/payer names](/manual.html#payee-and-note)
|
: match transaction [payee/payer names](journal.html#payee-and-note)
|
||||||
(part of description left of `|`, or whole description when there's no `|`)
|
(part of description left of `|`, or whole description when there's no `|`)
|
||||||
|
|
||||||
**`real:, real:0`**
|
**`real:, real:0`**
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user