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				| @ -974,58 +974,58 @@ Node: Basic2413 | |||||||
| Ref: #basic2513 | Ref: #basic2513 | ||||||
| Node: Bank of Ireland3055 | Node: Bank of Ireland3055 | ||||||
| Ref: #bank-of-ireland3190 | Ref: #bank-of-ireland3190 | ||||||
| Node: Amazon4653 | Node: Amazon4652 | ||||||
| Ref: #amazon4771 | Ref: #amazon4770 | ||||||
| Node: Paypal6704 | Node: Paypal6702 | ||||||
| Ref: #paypal6798 | Ref: #paypal6796 | ||||||
| Node: CSV RULES14681 | Node: CSV RULES14675 | ||||||
| Ref: #csv-rules14790 | Ref: #csv-rules14784 | ||||||
| Node: skip15066 | Node: skip15060 | ||||||
| Ref: #skip15159 | Ref: #skip15153 | ||||||
| Node: fields15534 | Node: fields15528 | ||||||
| Ref: #fields15656 | Ref: #fields15650 | ||||||
| Node: Transaction field names16821 | Node: Transaction field names16815 | ||||||
| Ref: #transaction-field-names16981 | Ref: #transaction-field-names16975 | ||||||
| Node: Posting field names17092 | Node: Posting field names17086 | ||||||
| Ref: #posting-field-names17244 | Ref: #posting-field-names17238 | ||||||
| Node: field assignment18535 | Node: field assignment18529 | ||||||
| Ref: #field-assignment18678 | Ref: #field-assignment18672 | ||||||
| Node: separator19496 | Node: separator19490 | ||||||
| Ref: #separator19625 | Ref: #separator19619 | ||||||
| Node: if20036 | Node: if20030 | ||||||
| Ref: #if20138 | Ref: #if20132 | ||||||
| Node: end21854 | Node: end21848 | ||||||
| Ref: #end21960 | Ref: #end21954 | ||||||
| Node: date-format22184 | Node: date-format22178 | ||||||
| Ref: #date-format22316 | Ref: #date-format22310 | ||||||
| Node: newest-first23065 | Node: newest-first23059 | ||||||
| Ref: #newest-first23203 | Ref: #newest-first23197 | ||||||
| Node: include23886 | Node: include23880 | ||||||
| Ref: #include24015 | Ref: #include24009 | ||||||
| Node: balance-type24459 | Node: balance-type24453 | ||||||
| Ref: #balance-type24579 | Ref: #balance-type24573 | ||||||
| Node: TIPS25279 | Node: TIPS25273 | ||||||
| Ref: #tips25361 | Ref: #tips25355 | ||||||
| Node: Rapid feedback25617 | Node: Rapid feedback25611 | ||||||
| Ref: #rapid-feedback25734 | Ref: #rapid-feedback25728 | ||||||
| Node: Valid CSV26194 | Node: Valid CSV26188 | ||||||
| Ref: #valid-csv26324 | Ref: #valid-csv26318 | ||||||
| Node: File Extension26516 | Node: File Extension26510 | ||||||
| Ref: #file-extension26668 | Ref: #file-extension26662 | ||||||
| Node: Reading multiple CSV files27078 | Node: Reading multiple CSV files27072 | ||||||
| Ref: #reading-multiple-csv-files27263 | Ref: #reading-multiple-csv-files27257 | ||||||
| Node: Valid transactions27504 | Node: Valid transactions27498 | ||||||
| Ref: #valid-transactions27682 | Ref: #valid-transactions27676 | ||||||
| Node: Deduplicating importing28310 | Node: Deduplicating importing28304 | ||||||
| Ref: #deduplicating-importing28489 | Ref: #deduplicating-importing28483 | ||||||
| Node: Setting amounts29522 | Node: Setting amounts29516 | ||||||
| Ref: #setting-amounts29691 | Ref: #setting-amounts29685 | ||||||
| Node: Setting currency/commodity30677 | Node: Setting currency/commodity30671 | ||||||
| Ref: #setting-currencycommodity30869 | Ref: #setting-currencycommodity30863 | ||||||
| Node: Referencing other fields31672 | Node: Referencing other fields31666 | ||||||
| Ref: #referencing-other-fields31872 | Ref: #referencing-other-fields31866 | ||||||
| Node: How CSV rules are evaluated32769 | Node: How CSV rules are evaluated32763 | ||||||
| Ref: #how-csv-rules-are-evaluated32942 | Ref: #how-csv-rules-are-evaluated32936 | ||||||
|  |  | ||||||
| End Tag Table | End Tag Table | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -573,15 +573,15 @@ commodity INR 9,99,99,999.00 | |||||||
| commodity       1 000 000.9455 | commodity       1 000 000.9455 | ||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
| .SS Amount display format | .SS Amount display style | ||||||
| .PP | .PP | ||||||
| For each commodity, hledger chooses a consistent format to use when | For each commodity, hledger chooses a consistent format to use when | ||||||
| displaying amounts. | displaying amounts. | ||||||
| (Except price amounts, which are always displayed as written). | (Except price amounts, which are always displayed as written). | ||||||
| The display format is chosen as follows: | The display style is chosen as follows: | ||||||
| .IP \[bu] 2 | .IP \[bu] 2 | ||||||
| If there is a commodity directive for the commodity, that format is used | If there is a commodity directive (or default commodity directive) for | ||||||
| (see examples above). | the commodity, that format is used (see examples above). | ||||||
| .IP \[bu] 2 | .IP \[bu] 2 | ||||||
| Otherwise the format of the first posting amount in that commodity seen | Otherwise the format of the first posting amount in that commodity seen | ||||||
| in the journal is used. | in the journal is used. | ||||||
| @ -591,13 +591,16 @@ maximum from all posting amounts in that commmodity. | |||||||
| Or if there are no such amounts in the journal, a default format is used | Or if there are no such amounts in the journal, a default format is used | ||||||
| (like \f[C]$1000.00\f[R]). | (like \f[C]$1000.00\f[R]). | ||||||
| .PP | .PP | ||||||
| Price amounts, and amounts in \f[C]D\f[R] directives don\[aq]t affect | Transaction prices don\[aq]t affect the amount display style directly, | ||||||
| the amount display format directly, but occasionally they can do so | but occasionally they can do so indirectly (eg when an posting\[aq]s | ||||||
| indirectly. | amount is inferred using a transaction price). | ||||||
| (Eg when D\[aq]s default commodity is applied to a commodity-less | If you find this causing problems, use a commodity directive to fix the | ||||||
| amount, or when an amountless posting is balanced using a price\[aq]s | display style. | ||||||
| commodity, or when -V is used.) If you find this causing problems, use a | .PP | ||||||
| commodity directive to set the display format. | In summary: amounts will be displayed much as they appear in your | ||||||
|  | journal, with the max observed number of decimal places. | ||||||
|  | If you want to see fewer decimal places in reports, use a commodity | ||||||
|  | directive to override that. | ||||||
| .SS Transaction prices | .SS Transaction prices | ||||||
| .PP | .PP | ||||||
| Within a transaction, you can note an amount\[aq]s price in another | Within a transaction, you can note an amount\[aq]s price in another | ||||||
| @ -753,9 +756,6 @@ Use include or concatenate the files instead. | |||||||
| The asserted balance must be a simple single-commodity amount, and in | The asserted balance must be a simple single-commodity amount, and in | ||||||
| fact the assertion checks only this commodity\[aq]s balance within the | fact the assertion checks only this commodity\[aq]s balance within the | ||||||
| (possibly multi-commodity) account balance. | (possibly multi-commodity) account balance. | ||||||
| .PD 0 |  | ||||||
| .P |  | ||||||
| .PD |  | ||||||
| This is how assertions work in Ledger also. | This is how assertions work in Ledger also. | ||||||
| We could call this a \[dq]partial\[dq] balance assertion. | We could call this a \[dq]partial\[dq] balance assertion. | ||||||
| .PP | .PP | ||||||
| @ -1130,12 +1130,13 @@ The \f[C]commodity\f[R] directive has several functions: | |||||||
| It declares commodities which may be used in the journal. | It declares commodities which may be used in the journal. | ||||||
| This is currently not enforced, but can serve as documentation. | This is currently not enforced, but can serve as documentation. | ||||||
| .IP "2." 3 | .IP "2." 3 | ||||||
| It declares what decimal mark character to expect when parsing input - | It declares what decimal mark character (period or comma) to expect when | ||||||
| useful to disambiguate international number formats in your data. | parsing input - useful to disambiguate international number formats in | ||||||
|  | your data. | ||||||
| (Without this, hledger will parse both \f[C]1,000\f[R] and | (Without this, hledger will parse both \f[C]1,000\f[R] and | ||||||
| \f[C]1.000\f[R] as 1). | \f[C]1.000\f[R] as 1). | ||||||
| .IP "3." 3 | .IP "3." 3 | ||||||
| It declares the amount display format to use in output - decimal and | It declares the amount display style to use in output - decimal and | ||||||
| digit group marks, number of decimal places, symbol placement etc. | digit group marks, number of decimal places, symbol placement etc. | ||||||
| .PP | .PP | ||||||
| You are likely to run into one of the problems solved by commodity | You are likely to run into one of the problems solved by commodity | ||||||
| @ -1180,26 +1181,34 @@ The number must include a decimal mark: either a period or a comma, | |||||||
| followed by 0 or more decimal digits. | followed by 0 or more decimal digits. | ||||||
| .SS Default commodity | .SS Default commodity | ||||||
| .PP | .PP | ||||||
| The \f[C]D\f[R] directive sets a default commodity (and display format), | The \f[C]D\f[R] directive sets a default commodity, to be used for | ||||||
| to be used for amounts without a commodity symbol (ie, plain numbers). | amounts without a commodity symbol (ie, plain numbers). | ||||||
| (Note this differs from Ledger\[aq]s default commodity directive.) The | This commodity will be applied to all subsequent commodity-less amounts, | ||||||
| commodity and display format will be applied to all subsequent | or until the next \f[C]D\f[R] directive. | ||||||
| commodity-less amounts, or until the next \f[C]D\f[R] directive. | (Note, this is different from Ledger\[aq]s \f[C]D\f[R].) | ||||||
|  | .PP | ||||||
|  | For compatibility/historical reasons, \f[C]D\f[R] also acts like a | ||||||
|  | \f[C]commodity\f[R] directive, setting the commodity\[aq]s display style | ||||||
|  | (for output) and decimal mark (for parsing input). | ||||||
|  | As with \f[C]commodity\f[R], the amount must always be written with a | ||||||
|  | decimal mark (period or comma). | ||||||
|  | If both directives are used, \f[C]commodity\f[R]\[aq]s style takes | ||||||
|  | precedence. | ||||||
|  | .PP | ||||||
|  | The syntax is \f[C]D AMOUNT\f[R]. | ||||||
|  | Eg: | ||||||
| .IP | .IP | ||||||
| .nf | .nf | ||||||
| \f[C] | \f[C] | ||||||
| ; commodity-less amounts should be treated as dollars | ; commodity-less amounts should be treated as dollars | ||||||
| ; (and displayed with symbol on the left, thousands separators and two decimal places) | ; (and displayed with the dollar sign on the left, thousands separators and two decimal places) | ||||||
| D $1,000.00 | D $1,000.00 | ||||||
| 
 | 
 | ||||||
| 1/1 | 1/1 | ||||||
|   a     5  ; <- commodity-less amount, becomes $1 |   a     5  ; <- commodity-less amount, parsed as $5 and displayed as $5.00 | ||||||
|   b |   b | ||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
| .PP |  | ||||||
| As with the \f[C]commodity\f[R] directive, the amount must always be |  | ||||||
| written with a decimal point. |  | ||||||
| .SS Market prices | .SS Market prices | ||||||
| .PP | .PP | ||||||
| The \f[C]P\f[R] directive declares a market price, which is an exchange | The \f[C]P\f[R] directive declares a market price, which is an exchange | ||||||
| @ -1331,7 +1340,7 @@ account assets       ; type:Asset | |||||||
| account liabilities  ; type:Liability | account liabilities  ; type:Liability | ||||||
| account equity       ; type:Equity | account equity       ; type:Equity | ||||||
| account revenues     ; type:Revenue | account revenues     ; type:Revenue | ||||||
| account expenses     ; type:Expenses | account expenses     ; type:Expense | ||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
| .SS Account types declared with account type codes | .SS Account types declared with account type codes | ||||||
| @ -1767,8 +1776,8 @@ And each \[dq]posting\[dq] is actually a posting-generating rule: | |||||||
| .nf | .nf | ||||||
| \f[C] | \f[C] | ||||||
| = QUERY | = QUERY | ||||||
|     ACCT  AMT |     ACCOUNT  AMOUNT | ||||||
|     ACCT  [AMT] |     ACCOUNT  [AMOUNT] | ||||||
|     ... |     ... | ||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
|  | |||||||
| @ -479,10 +479,10 @@ comma: | |||||||
| * Menu: | * Menu: | ||||||
| 
 | 
 | ||||||
| * Digit group marks:: | * Digit group marks:: | ||||||
| * Amount display format:: | * Amount display style:: | ||||||
| 
 | 
 | ||||||
|  |  | ||||||
| File: hledger_journal.info,  Node: Digit group marks,  Next: Amount display format,  Up: Amounts | File: hledger_journal.info,  Node: Digit group marks,  Next: Amount display style,  Up: Amounts | ||||||
| 
 | 
 | ||||||
| 1.8.1 Digit group marks | 1.8.1 Digit group marks | ||||||
| ----------------------- | ----------------------- | ||||||
| @ -515,17 +515,17 @@ commodity INR 9,99,99,999.00 | |||||||
| commodity       1 000 000.9455 | commodity       1 000 000.9455 | ||||||
| 
 | 
 | ||||||
|  |  | ||||||
| File: hledger_journal.info,  Node: Amount display format,  Prev: Digit group marks,  Up: Amounts | File: hledger_journal.info,  Node: Amount display style,  Prev: Digit group marks,  Up: Amounts | ||||||
| 
 | 
 | ||||||
| 1.8.2 Amount display format | 1.8.2 Amount display style | ||||||
| --------------------------- | -------------------------- | ||||||
| 
 | 
 | ||||||
| For each commodity, hledger chooses a consistent format to use when | For each commodity, hledger chooses a consistent format to use when | ||||||
| displaying amounts.  (Except price amounts, which are always displayed | displaying amounts.  (Except price amounts, which are always displayed | ||||||
| as written).  The display format is chosen as follows: | as written).  The display style is chosen as follows: | ||||||
| 
 | 
 | ||||||
|    * If there is a commodity directive for the commodity, that format is |    * If there is a commodity directive (or default commodity directive) | ||||||
|      used (see examples above). |      for the commodity, that format is used (see examples above). | ||||||
| 
 | 
 | ||||||
|    * Otherwise the format of the first posting amount in that commodity |    * Otherwise the format of the first posting amount in that commodity | ||||||
|      seen in the journal is used.  But the number of decimal places |      seen in the journal is used.  But the number of decimal places | ||||||
| @ -535,12 +535,15 @@ as written).  The display format is chosen as follows: | |||||||
|    * Or if there are no such amounts in the journal, a default format is |    * Or if there are no such amounts in the journal, a default format is | ||||||
|      used (like '$1000.00'). |      used (like '$1000.00'). | ||||||
| 
 | 
 | ||||||
|    Price amounts, and amounts in 'D' directives don't affect the amount |    Transaction prices don't affect the amount display style directly, | ||||||
| display format directly, but occasionally they can do so indirectly. | but occasionally they can do so indirectly (eg when an posting's amount | ||||||
| (Eg when D's default commodity is applied to a commodity-less amount, or | is inferred using a transaction price).  If you find this causing | ||||||
| when an amountless posting is balanced using a price's commodity, or | problems, use a commodity directive to fix the display style. | ||||||
| when -V is used.)  If you find this causing problems, use a commodity | 
 | ||||||
| directive to set the display format. |    In summary: amounts will be displayed much as they appear in your | ||||||
|  | journal, with the max observed number of decimal places.  If you want to | ||||||
|  | see fewer decimal places in reports, use a commodity directive to | ||||||
|  | override that. | ||||||
| 
 | 
 | ||||||
|  |  | ||||||
| File: hledger_journal.info,  Node: Transaction prices,  Next: Balance Assertions,  Prev: Amounts,  Up: Transactions | File: hledger_journal.info,  Node: Transaction prices,  Next: Balance Assertions,  Prev: Amounts,  Up: Transactions | ||||||
| @ -691,9 +694,8 @@ File: hledger_journal.info,  Node: Assertions and commodities,  Next: Assertions | |||||||
| 
 | 
 | ||||||
| The asserted balance must be a simple single-commodity amount, and in | The asserted balance must be a simple single-commodity amount, and in | ||||||
| fact the assertion checks only this commodity's balance within the | fact the assertion checks only this commodity's balance within the | ||||||
| (possibly multi-commodity) account balance. | (possibly multi-commodity) account balance.  This is how assertions work | ||||||
| This is how assertions work in Ledger also.  We could call this a | in Ledger also.  We could call this a "partial" balance assertion. | ||||||
| "partial" balance assertion. |  | ||||||
| 
 | 
 | ||||||
|    To assert the balance of more than one commodity in an account, you |    To assert the balance of more than one commodity in an account, you | ||||||
| can write multiple postings, each asserting one commodity's balance. | can write multiple postings, each asserting one commodity's balance. | ||||||
| @ -1011,14 +1013,13 @@ The 'commodity' directive has several functions: | |||||||
|   1. It declares commodities which may be used in the journal.  This is |   1. It declares commodities which may be used in the journal.  This is | ||||||
|      currently not enforced, but can serve as documentation. |      currently not enforced, but can serve as documentation. | ||||||
| 
 | 
 | ||||||
|   2. It declares what decimal mark character to expect when parsing |   2. It declares what decimal mark character (period or comma) to expect | ||||||
|      input - useful to disambiguate international number formats in your |      when parsing input - useful to disambiguate international number | ||||||
|      data.  (Without this, hledger will parse both '1,000' and '1.000' |      formats in your data.  (Without this, hledger will parse both | ||||||
|      as 1). |      '1,000' and '1.000' as 1). | ||||||
| 
 | 
 | ||||||
|   3. It declares the amount display format to use in output - decimal |   3. It declares the amount display style to use in output - decimal and | ||||||
|      and digit group marks, number of decimal places, symbol placement |      digit group marks, number of decimal places, symbol placement etc. | ||||||
|      etc. |  | ||||||
| 
 | 
 | ||||||
|    You are likely to run into one of the problems solved by commodity |    You are likely to run into one of the problems solved by commodity | ||||||
| directives, sooner or later, so it's a good idea to just always use them | directives, sooner or later, so it's a good idea to just always use them | ||||||
| @ -1057,23 +1058,27 @@ File: hledger_journal.info,  Node: Default commodity,  Next: Market prices,  Pre | |||||||
| 1.12.5 Default commodity | 1.12.5 Default commodity | ||||||
| ------------------------ | ------------------------ | ||||||
| 
 | 
 | ||||||
| The 'D' directive sets a default commodity (and display format), to be | The 'D' directive sets a default commodity, to be used for amounts | ||||||
| used for amounts without a commodity symbol (ie, plain numbers).  (Note | without a commodity symbol (ie, plain numbers).  This commodity will be | ||||||
| this differs from Ledger's default commodity directive.)  The commodity | applied to all subsequent commodity-less amounts, or until the next 'D' | ||||||
| and display format will be applied to all subsequent commodity-less | directive.  (Note, this is different from Ledger's 'D'.) | ||||||
| amounts, or until the next 'D' directive. | 
 | ||||||
|  |    For compatibility/historical reasons, 'D' also acts like a | ||||||
|  | 'commodity' directive, setting the commodity's display style (for | ||||||
|  | output) and decimal mark (for parsing input).  As with 'commodity', the | ||||||
|  | amount must always be written with a decimal mark (period or comma).  If | ||||||
|  | both directives are used, 'commodity''s style takes precedence. | ||||||
|  | 
 | ||||||
|  |    The syntax is 'D AMOUNT'.  Eg: | ||||||
| 
 | 
 | ||||||
| ; commodity-less amounts should be treated as dollars | ; commodity-less amounts should be treated as dollars | ||||||
| ; (and displayed with symbol on the left, thousands separators and two decimal places) | ; (and displayed with the dollar sign on the left, thousands separators and two decimal places) | ||||||
| D $1,000.00 | D $1,000.00 | ||||||
| 
 | 
 | ||||||
| 1/1 | 1/1 | ||||||
|   a     5  ; <- commodity-less amount, becomes $1 |   a     5  ; <- commodity-less amount, parsed as $5 and displayed as $5.00 | ||||||
|   b |   b | ||||||
| 
 | 
 | ||||||
|    As with the 'commodity' directive, the amount must always be written |  | ||||||
| with a decimal point. |  | ||||||
| 
 |  | ||||||
|  |  | ||||||
| File: hledger_journal.info,  Node: Market prices,  Next: Declaring accounts,  Prev: Default commodity,  Up: Directives | File: hledger_journal.info,  Node: Market prices,  Next: Declaring accounts,  Prev: Default commodity,  Up: Directives | ||||||
| 
 | 
 | ||||||
| @ -1197,7 +1202,7 @@ account assets       ; type:Asset | |||||||
| account liabilities  ; type:Liability | account liabilities  ; type:Liability | ||||||
| account equity       ; type:Equity | account equity       ; type:Equity | ||||||
| account revenues     ; type:Revenue | account revenues     ; type:Revenue | ||||||
| account expenses     ; type:Expenses | account expenses     ; type:Expense | ||||||
| 
 | 
 | ||||||
|    Account types declared with account type codes Or, you can write one |    Account types declared with account type codes Or, you can write one | ||||||
| of those letters separated from the account name by two or more spaces, | of those letters separated from the account name by two or more spaces, | ||||||
| @ -1612,8 +1617,8 @@ certain postings (mnemonic: '=' suggests matching).  And each "posting" | |||||||
| is actually a posting-generating rule: | is actually a posting-generating rule: | ||||||
| 
 | 
 | ||||||
| = QUERY | = QUERY | ||||||
|     ACCT  AMT |     ACCOUNT  AMOUNT | ||||||
|     ACCT  [AMT] |     ACCOUNT  [AMOUNT] | ||||||
|     ... |     ... | ||||||
| 
 | 
 | ||||||
|    These posting-generating rules look like normal postings, except the |    These posting-generating rules look like normal postings, except the | ||||||
| @ -1754,92 +1759,92 @@ Node: Postings12506 | |||||||
| Ref: #postings12634 | Ref: #postings12634 | ||||||
| Node: Virtual Postings13660 | Node: Virtual Postings13660 | ||||||
| Ref: #virtual-postings13777 | Ref: #virtual-postings13777 | ||||||
| Node: Account names15083 | Node: Account names15082 | ||||||
| Ref: #account-names15224 | Ref: #account-names15223 | ||||||
| Node: Amounts15711 | Node: Amounts15710 | ||||||
| Ref: #amounts15850 | Ref: #amounts15849 | ||||||
| Node: Digit group marks16783 | Node: Digit group marks16781 | ||||||
| Ref: #digit-group-marks16932 | Ref: #digit-group-marks16929 | ||||||
| Node: Amount display format17870 | Node: Amount display style17867 | ||||||
| Ref: #amount-display-format18027 | Ref: #amount-display-style18021 | ||||||
| Node: Transaction prices19052 | Node: Transaction prices19182 | ||||||
| Ref: #transaction-prices19218 | Ref: #transaction-prices19348 | ||||||
| Node: Balance Assertions21484 | Node: Balance Assertions21614 | ||||||
| Ref: #balance-assertions21664 | Ref: #balance-assertions21794 | ||||||
| Node: Assertions and ordering22697 | Node: Assertions and ordering22827 | ||||||
| Ref: #assertions-and-ordering22885 | Ref: #assertions-and-ordering23015 | ||||||
| Node: Assertions and included files23585 | Node: Assertions and included files23715 | ||||||
| Ref: #assertions-and-included-files23828 | Ref: #assertions-and-included-files23958 | ||||||
| Node: Assertions and multiple -f options24161 | Node: Assertions and multiple -f options24291 | ||||||
| Ref: #assertions-and-multiple--f-options24417 | Ref: #assertions-and-multiple--f-options24547 | ||||||
| Node: Assertions and commodities24549 | Node: Assertions and commodities24679 | ||||||
| Ref: #assertions-and-commodities24781 | Ref: #assertions-and-commodities24911 | ||||||
| Node: Assertions and prices25937 | Node: Assertions and prices26068 | ||||||
| Ref: #assertions-and-prices26151 | Ref: #assertions-and-prices26282 | ||||||
| Node: Assertions and subaccounts26591 | Node: Assertions and subaccounts26722 | ||||||
| Ref: #assertions-and-subaccounts26820 | Ref: #assertions-and-subaccounts26951 | ||||||
| Node: Assertions and virtual postings27144 | Node: Assertions and virtual postings27275 | ||||||
| Ref: #assertions-and-virtual-postings27386 | Ref: #assertions-and-virtual-postings27517 | ||||||
| Node: Assertions and precision27528 | Node: Assertions and precision27659 | ||||||
| Ref: #assertions-and-precision27721 | Ref: #assertions-and-precision27852 | ||||||
| Node: Balance Assignments27988 | Node: Balance Assignments28119 | ||||||
| Ref: #balance-assignments28162 | Ref: #balance-assignments28293 | ||||||
| Node: Balance assignments and prices29327 | Node: Balance assignments and prices29457 | ||||||
| Ref: #balance-assignments-and-prices29499 | Ref: #balance-assignments-and-prices29629 | ||||||
| Node: Directives29723 | Node: Directives29853 | ||||||
| Ref: #directives29882 | Ref: #directives30012 | ||||||
| Node: Comment blocks35530 | Node: Comment blocks35660 | ||||||
| Ref: #comment-blocks35675 | Ref: #comment-blocks35805 | ||||||
| Node: Including other files35851 | Node: Including other files35981 | ||||||
| Ref: #including-other-files36031 | Ref: #including-other-files36161 | ||||||
| Node: Default year36439 | Node: Default year36569 | ||||||
| Ref: #default-year36608 | Ref: #default-year36738 | ||||||
| Node: Declaring commodities37015 | Node: Declaring commodities37145 | ||||||
| Ref: #declaring-commodities37198 | Ref: #declaring-commodities37328 | ||||||
| Node: Default commodity38859 | Node: Default commodity39001 | ||||||
| Ref: #default-commodity39035 | Ref: #default-commodity39177 | ||||||
| Node: Market prices39669 | Node: Market prices40066 | ||||||
| Ref: #market-prices39834 | Ref: #market-prices40231 | ||||||
| Node: Declaring accounts40675 | Node: Declaring accounts41072 | ||||||
| Ref: #declaring-accounts40851 | Ref: #declaring-accounts41248 | ||||||
| Node: Account comments41776 | Node: Account comments42173 | ||||||
| Ref: #account-comments41939 | Ref: #account-comments42336 | ||||||
| Node: Account subdirectives42363 | Node: Account subdirectives42760 | ||||||
| Ref: #account-subdirectives42558 | Ref: #account-subdirectives42955 | ||||||
| Node: Account types42871 | Node: Account types43268 | ||||||
| Ref: #account-types43055 | Ref: #account-types43452 | ||||||
| Node: Account display order44697 | Node: Account display order45091 | ||||||
| Ref: #account-display-order44867 | Ref: #account-display-order45261 | ||||||
| Node: Rewriting accounts46018 | Node: Rewriting accounts46412 | ||||||
| Ref: #rewriting-accounts46203 | Ref: #rewriting-accounts46597 | ||||||
| Node: Basic aliases46929 | Node: Basic aliases47323 | ||||||
| Ref: #basic-aliases47075 | Ref: #basic-aliases47469 | ||||||
| Node: Regex aliases47779 | Node: Regex aliases48173 | ||||||
| Ref: #regex-aliases47951 | Ref: #regex-aliases48345 | ||||||
| Node: Combining aliases48669 | Node: Combining aliases49063 | ||||||
| Ref: #combining-aliases48847 | Ref: #combining-aliases49241 | ||||||
| Node: end aliases50123 | Node: end aliases50517 | ||||||
| Ref: #end-aliases50271 | Ref: #end-aliases50665 | ||||||
| Node: Default parent account50372 | Node: Default parent account50766 | ||||||
| Ref: #default-parent-account50538 | Ref: #default-parent-account50932 | ||||||
| Node: Periodic transactions51422 | Node: Periodic transactions51816 | ||||||
| Ref: #periodic-transactions51621 | Ref: #periodic-transactions52015 | ||||||
| Node: Periodic rule syntax53493 | Node: Periodic rule syntax53887 | ||||||
| Ref: #periodic-rule-syntax53699 | Ref: #periodic-rule-syntax54093 | ||||||
| Node: Two spaces between period expression and description!54403 | Node: Two spaces between period expression and description!54797 | ||||||
| Ref: #two-spaces-between-period-expression-and-description54722 | Ref: #two-spaces-between-period-expression-and-description55116 | ||||||
| Node: Forecasting with periodic transactions55406 | Node: Forecasting with periodic transactions55800 | ||||||
| Ref: #forecasting-with-periodic-transactions55711 | Ref: #forecasting-with-periodic-transactions56105 | ||||||
| Node: Budgeting with periodic transactions57737 | Node: Budgeting with periodic transactions58131 | ||||||
| Ref: #budgeting-with-periodic-transactions57976 | Ref: #budgeting-with-periodic-transactions58370 | ||||||
| Node: Auto postings / transaction modifiers58425 | Node: Auto postings / transaction modifiers58819 | ||||||
| Ref: #auto-postings-transaction-modifiers58637 | Ref: #auto-postings-transaction-modifiers59031 | ||||||
| Node: Auto postings and dates61122 | Node: Auto postings and dates61527 | ||||||
| Ref: #auto-postings-and-dates61379 | Ref: #auto-postings-and-dates61784 | ||||||
| Node: Auto postings and transaction balancing / inferred amounts / balance assertions61554 | Node: Auto postings and transaction balancing / inferred amounts / balance assertions61959 | ||||||
| Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions61929 | Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions62334 | ||||||
| Node: Auto posting tags62307 | Node: Auto posting tags62712 | ||||||
| Ref: #auto-posting-tags62546 | Ref: #auto-posting-tags62951 | ||||||
|  |  | ||||||
| End Tag Table | End Tag Table | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -403,13 +403,13 @@ FILE FORMAT | |||||||
|               commodity INR 9,99,99,999.00 |               commodity INR 9,99,99,999.00 | ||||||
|               commodity       1 000 000.9455 |               commodity       1 000 000.9455 | ||||||
| 
 | 
 | ||||||
|    Amount display format |    Amount display style | ||||||
|        For each commodity, hledger chooses a consistent  format  to  use  when |        For each commodity, hledger chooses a consistent  format  to  use  when | ||||||
|        displaying  amounts.  (Except price amounts, which are always displayed |        displaying  amounts.  (Except price amounts, which are always displayed | ||||||
|        as written).  The display format is chosen as follows: |        as written).  The display style is chosen as follows: | ||||||
| 
 | 
 | ||||||
|        o If there is a commodity directive for the commodity, that  format  is |        o If there is a commodity directive (or  default  commodity  directive) | ||||||
|          used (see examples above). |          for the commodity, that format is used (see examples above). | ||||||
| 
 | 
 | ||||||
|        o Otherwise  the  format  of the first posting amount in that commodity |        o Otherwise  the  format  of the first posting amount in that commodity | ||||||
|          seen in the journal is used.  But the number of decimal places ("pre- |          seen in the journal is used.  But the number of decimal places ("pre- | ||||||
| @ -419,12 +419,15 @@ FILE FORMAT | |||||||
|        o Or if there are no such amounts in the journal, a default  format  is |        o Or if there are no such amounts in the journal, a default  format  is | ||||||
|          used (like $1000.00). |          used (like $1000.00). | ||||||
| 
 | 
 | ||||||
|        Price amounts, and amounts in D directives don't affect the amount dis- |        Transaction  prices don't affect the amount display style directly, but | ||||||
|        play format directly, but occasionally they can do so indirectly.   (Eg |        occasionally they can do so indirectly (eg when an posting's amount  is | ||||||
|        when  D's  default  commodity is applied to a commodity-less amount, or |        inferred  using  a  transaction price).  If you find this causing prob- | ||||||
|        when an amountless posting is balanced using a  price's  commodity,  or |        lems, use a commodity directive to fix the display style. | ||||||
|        when  -V  is  used.) If you find this causing problems, use a commodity | 
 | ||||||
|        directive to set the display format. |        In summary: amounts will be displayed much as they appear in your jour- | ||||||
|  |        nal,  with  the  max observed number of decimal places.  If you want to | ||||||
|  |        see fewer decimal places in reports, use a commodity directive to over- | ||||||
|  |        ride that. | ||||||
| 
 | 
 | ||||||
|    Transaction prices |    Transaction prices | ||||||
|        Within a transaction, you can note an amount's price in another commod- |        Within a transaction, you can note an amount's price in another commod- | ||||||
| @ -533,9 +536,8 @@ FILE FORMAT | |||||||
|    Assertions and commodities |    Assertions and commodities | ||||||
|        The  asserted  balance must be a simple single-commodity amount, and in |        The  asserted  balance must be a simple single-commodity amount, and in | ||||||
|        fact the assertion checks only  this  commodity's  balance  within  the |        fact the assertion checks only  this  commodity's  balance  within  the | ||||||
|        (possibly multi-commodity) account balance. |        (possibly  multi-commodity)  account  balance.   This is how assertions | ||||||
|        This is how assertions work in Ledger also.  We could call this a "par- |        work in Ledger also.  We could call this a "partial" balance assertion. | ||||||
|        tial" balance assertion. |  | ||||||
| 
 | 
 | ||||||
|        To assert the balance of more than one commodity in an account, you can |        To assert the balance of more than one commodity in an account, you can | ||||||
|        write multiple postings, each asserting one commodity's balance. |        write multiple postings, each asserting one commodity's balance. | ||||||
| @ -719,6 +721,9 @@ FILE FORMAT | |||||||
|        dis-     how to display amounts of a commodity in  reports  (symbol  side |        dis-     how to display amounts of a commodity in  reports  (symbol  side | ||||||
|        play     and spacing, digit groups, decimal separator, decimal places) |        play     and spacing, digit groups, decimal separator, decimal places) | ||||||
|        style |        style | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|  | 
 | ||||||
|        direc-   which  entries  and  (when there are multiple files) which files |        direc-   which  entries  and  (when there are multiple files) which files | ||||||
|        tive     are affected by a directive |        tive     are affected by a directive | ||||||
|        scope |        scope | ||||||
| @ -779,11 +784,12 @@ FILE FORMAT | |||||||
|        1. It  declares  commodities which may be used in the journal.  This is |        1. It  declares  commodities which may be used in the journal.  This is | ||||||
|           currently not enforced, but can serve as documentation. |           currently not enforced, but can serve as documentation. | ||||||
| 
 | 
 | ||||||
|        2. It declares what decimal mark character to expect when parsing input |        2. It declares what decimal mark character (period or comma) to  expect | ||||||
|           - useful to disambiguate international number formats in your  data. |           when  parsing  input  -  useful to disambiguate international number | ||||||
|           (Without this, hledger will parse both 1,000 and 1.000 as 1). |           formats in your data.  (Without this, hledger will parse both  1,000 | ||||||
|  |           and 1.000 as 1). | ||||||
| 
 | 
 | ||||||
|        3. It declares the amount display format to use in output - decimal and |        3. It  declares the amount display style to use in output - decimal and | ||||||
|           digit group marks, number of decimal places, symbol placement etc. |           digit group marks, number of decimal places, symbol placement etc. | ||||||
| 
 | 
 | ||||||
|        You are likely to run into one of the problems solved by commodity  di- |        You are likely to run into one of the problems solved by commodity  di- | ||||||
| @ -818,23 +824,27 @@ FILE FORMAT | |||||||
|        comma, followed by 0 or more decimal digits. |        comma, followed by 0 or more decimal digits. | ||||||
| 
 | 
 | ||||||
|    Default commodity |    Default commodity | ||||||
|        The  D  directive  sets a default commodity (and display format), to be |        The  D directive sets a default commodity, to be used for amounts with- | ||||||
|        used for amounts without a commodity symbol (ie, plain numbers).  (Note |        out a commodity symbol (ie, plain numbers).  This commodity will be ap- | ||||||
|        this  differs from Ledger's default commodity directive.) The commodity |        plied to all subsequent commodity-less amounts, or until the next D di- | ||||||
|        and display format will be applied  to  all  subsequent  commodity-less |        rective.  (Note, this is different from Ledger's D.) | ||||||
|        amounts, or until the next D directive. | 
 | ||||||
|  |        For compatibility/historical reasons, D also acts like a commodity  di- | ||||||
|  |        rective, setting the commodity's display style (for output) and decimal | ||||||
|  |        mark (for parsing input).  As with commodity, the amount must always be | ||||||
|  |        written  with a decimal mark (period or comma).  If both directives are | ||||||
|  |        used, commodity's style takes precedence. | ||||||
|  | 
 | ||||||
|  |        The syntax is D AMOUNT.  Eg: | ||||||
| 
 | 
 | ||||||
|               ; commodity-less amounts should be treated as dollars |               ; commodity-less amounts should be treated as dollars | ||||||
|               ; (and displayed with symbol on the left, thousands separators and two decimal places) |               ; (and displayed with the dollar sign on the left, thousands separators and two decimal places) | ||||||
|               D $1,000.00 |               D $1,000.00 | ||||||
| 
 | 
 | ||||||
|               1/1 |               1/1 | ||||||
|                 a     5  ; <- commodity-less amount, becomes $1 |                 a     5  ; <- commodity-less amount, parsed as $5 and displayed as $5.00 | ||||||
|                 b |                 b | ||||||
| 
 | 
 | ||||||
|        As with the commodity directive, the amount must always be written with |  | ||||||
|        a decimal point. |  | ||||||
| 
 |  | ||||||
|    Market prices |    Market prices | ||||||
|        The P directive declares a market price, which is an exchange rate  be- |        The P directive declares a market price, which is an exchange rate  be- | ||||||
|        tween  two  commodities on a certain date.  (In Ledger, they are called |        tween  two  commodities on a certain date.  (In Ledger, they are called | ||||||
| @ -935,7 +945,7 @@ FILE FORMAT | |||||||
|               account liabilities  ; type:Liability |               account liabilities  ; type:Liability | ||||||
|               account equity       ; type:Equity |               account equity       ; type:Equity | ||||||
|               account revenues     ; type:Revenue |               account revenues     ; type:Revenue | ||||||
|               account expenses     ; type:Expenses |               account expenses     ; type:Expense | ||||||
| 
 | 
 | ||||||
|    Account types declared with account type codes |    Account types declared with account type codes | ||||||
|        Or,  you can write one of those letters separated from the account name |        Or,  you can write one of those letters separated from the account name | ||||||
| @ -1281,8 +1291,8 @@ FILE FORMAT | |||||||
|        actually a posting-generating rule: |        actually a posting-generating rule: | ||||||
| 
 | 
 | ||||||
|               = QUERY |               = QUERY | ||||||
|                   ACCT  AMT |                   ACCOUNT  AMOUNT | ||||||
|                   ACCT  [AMT] |                   ACCOUNT  [AMOUNT] | ||||||
|                   ... |                   ... | ||||||
| 
 | 
 | ||||||
|        These posting-generating rules look like normal  postings,  except  the |        These posting-generating rules look like normal  postings,  except  the | ||||||
|  | |||||||
| @ -26,19 +26,17 @@ limited data entry capability. | |||||||
| It is easier than hledger\[aq]s command-line interface, and sometimes | It is easier than hledger\[aq]s command-line interface, and sometimes | ||||||
| quicker and more convenient than the web interface. | quicker and more convenient than the web interface. | ||||||
| .PP | .PP | ||||||
| Note hledger-ui has some different defaults (experimental): |  | ||||||
| .IP \[bu] 2 |  | ||||||
| it generates rule-based transactions and postings by default (--forecast |  | ||||||
| and --auto are always on). |  | ||||||
| .IP \[bu] 2 |  | ||||||
| it hides transactions dated in the future by default (change this with |  | ||||||
| --future or the F key). |  | ||||||
| .PP |  | ||||||
| Like hledger, it reads data from one or more files in hledger journal, | Like hledger, it reads data from one or more files in hledger journal, | ||||||
| timeclock, timedot, or CSV format specified with \f[C]-f\f[R], or | timeclock, timedot, or CSV format specified with \f[C]-f\f[R], or | ||||||
| \f[C]$LEDGER_FILE\f[R], or \f[C]$HOME/.hledger.journal\f[R] (on windows, | \f[C]$LEDGER_FILE\f[R], or \f[C]$HOME/.hledger.journal\f[R] (on windows, | ||||||
| perhaps \f[C]C:/Users/USER/.hledger.journal\f[R]). | perhaps \f[C]C:/Users/USER/.hledger.journal\f[R]). | ||||||
| For more about this see hledger(1), hledger_journal(5) etc. | For more about this see hledger(1), hledger_journal(5) etc. | ||||||
|  | .PP | ||||||
|  | Unlike hledger, hledger-ui hides all future-dated transactions by | ||||||
|  | default. | ||||||
|  | They can be revealed, along with any rule-generated periodic | ||||||
|  | transactions, by pressing the F key (or starting with --forecast) to | ||||||
|  | enable \[dq]forecast mode\[dq]. | ||||||
| .SH OPTIONS | .SH OPTIONS | ||||||
| .PP | .PP | ||||||
| Note: if invoking hledger-ui as a hledger subcommand, write \f[C]--\f[R] | Note: if invoking hledger-ui as a hledger subcommand, write \f[C]--\f[R] | ||||||
| @ -64,9 +62,6 @@ show accounts as a list (default) | |||||||
| .TP | .TP | ||||||
| \f[B]\f[CB]-T --tree\f[B]\f[R] | \f[B]\f[CB]-T --tree\f[B]\f[R] | ||||||
| show accounts as a tree | show accounts as a tree | ||||||
| .TP |  | ||||||
| \f[B]\f[CB]--future\f[B]\f[R] |  | ||||||
| show transactions dated later than today (normally hidden) |  | ||||||
| .PP | .PP | ||||||
| hledger input options: | hledger input options: | ||||||
| .TP | .TP | ||||||
| @ -155,8 +150,9 @@ most recent applicable market price, if any) | |||||||
| apply automated posting rules to modify transactions. | apply automated posting rules to modify transactions. | ||||||
| .TP | .TP | ||||||
| \f[B]\f[CB]--forecast\f[B]\f[R] | \f[B]\f[CB]--forecast\f[B]\f[R] | ||||||
| apply periodic transaction rules to generate future transactions, to 6 | generate future transactions from periodic transaction rules, for the | ||||||
| months from now or report end date. | next 6 months or till report end date. | ||||||
|  | In hledger-ui, also make ordinary future transactions visible. | ||||||
| .PP | .PP | ||||||
| When a reporting option appears more than once in the command line, the | When a reporting option appears more than once in the command line, the | ||||||
| last one takes precedence. | last one takes precedence. | ||||||
| @ -218,12 +214,11 @@ account depth and transaction status (see below). | |||||||
| \f[C]BACKSPACE\f[R] or \f[C]DELETE\f[R] removes all filters, showing all | \f[C]BACKSPACE\f[R] or \f[C]DELETE\f[R] removes all filters, showing all | ||||||
| transactions. | transactions. | ||||||
| .PP | .PP | ||||||
| As mentioned above, hledger-ui shows auto-generated periodic | As mentioned above, by default hledger-ui hides future transactions - | ||||||
| transactions, and hides future transactions (auto-generated or not) by | both ordinary transactions recorded in the journal, and periodic | ||||||
| default. | transactions generated by rule. | ||||||
| \f[C]F\f[R] toggles showing and hiding these future transactions. | \f[C]F\f[R] toggles forecast mode, in which future/forecasted | ||||||
| This is similar to using a query like \f[C]date:-tomorrow\f[R], but more | transactions are shown. | ||||||
| convenient. |  | ||||||
| (experimental) | (experimental) | ||||||
| .PP | .PP | ||||||
| \f[C]ESCAPE\f[R] removes all filters and jumps back to the top screen. | \f[C]ESCAPE\f[R] removes all filters and jumps back to the top screen. | ||||||
| @ -371,9 +366,6 @@ in flat mode but this account has subaccounts which are not shown due to | |||||||
| a depth limit. | a depth limit. | ||||||
| In other words, the register always shows the transactions contributing | In other words, the register always shows the transactions contributing | ||||||
| to the balance shown on the accounts screen. | to the balance shown on the accounts screen. | ||||||
| .PD 0 |  | ||||||
| .P |  | ||||||
| .PD |  | ||||||
| Tree mode/flat mode can be toggled with \f[C]T\f[R] here also. | Tree mode/flat mode can be toggled with \f[C]T\f[R] here also. | ||||||
| .PP | .PP | ||||||
| \f[C]U\f[R] toggles filtering by unmarked status, showing or hiding | \f[C]U\f[R] toggles filtering by unmarked status, showing or hiding | ||||||
|  | |||||||
| @ -22,19 +22,17 @@ limited data entry capability.  It is easier than hledger's command-line | |||||||
| interface, and sometimes quicker and more convenient than the web | interface, and sometimes quicker and more convenient than the web | ||||||
| interface. | interface. | ||||||
| 
 | 
 | ||||||
|    Note hledger-ui has some different defaults (experimental): |  | ||||||
| 
 |  | ||||||
|    * it generates rule-based transactions and postings by default |  | ||||||
|      (-forecast and -auto are always on). |  | ||||||
|    * it hides transactions dated in the future by default (change this |  | ||||||
|      with -future or the F key). |  | ||||||
| 
 |  | ||||||
|    Like hledger, it reads data from one or more files in hledger |    Like hledger, it reads data from one or more files in hledger | ||||||
| journal, timeclock, timedot, or CSV format specified with '-f', or | journal, timeclock, timedot, or CSV format specified with '-f', or | ||||||
| '$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps | '$LEDGER_FILE', or '$HOME/.hledger.journal' (on windows, perhaps | ||||||
| 'C:/Users/USER/.hledger.journal').  For more about this see hledger(1), | 'C:/Users/USER/.hledger.journal').  For more about this see hledger(1), | ||||||
| hledger_journal(5) etc. | hledger_journal(5) etc. | ||||||
| 
 | 
 | ||||||
|  |    Unlike hledger, hledger-ui hides all future-dated transactions by | ||||||
|  | default.  They can be revealed, along with any rule-generated periodic | ||||||
|  | transactions, by pressing the F key (or starting with -forecast) to | ||||||
|  | enable "forecast mode". | ||||||
|  | 
 | ||||||
| * Menu: | * Menu: | ||||||
| 
 | 
 | ||||||
| * OPTIONS:: | * OPTIONS:: | ||||||
| @ -75,9 +73,6 @@ the data. | |||||||
| '-T --tree' | '-T --tree' | ||||||
| 
 | 
 | ||||||
|      show accounts as a tree |      show accounts as a tree | ||||||
| '--future' |  | ||||||
| 
 |  | ||||||
|      show transactions dated later than today (normally hidden) |  | ||||||
| 
 | 
 | ||||||
|    hledger input options: |    hledger input options: | ||||||
| 
 | 
 | ||||||
| @ -168,8 +163,9 @@ the data. | |||||||
|      apply automated posting rules to modify transactions. |      apply automated posting rules to modify transactions. | ||||||
| '--forecast' | '--forecast' | ||||||
| 
 | 
 | ||||||
|      apply periodic transaction rules to generate future transactions, |      generate future transactions from periodic transaction rules, for | ||||||
|      to 6 months from now or report end date. |      the next 6 months or till report end date.  In hledger-ui, also | ||||||
|  |      make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|    When a reporting option appears more than once in the command line, |    When a reporting option appears more than once in the command line, | ||||||
| the last one takes precedence. | the last one takes precedence. | ||||||
| @ -229,11 +225,10 @@ some common filters like account depth and transaction status (see | |||||||
| below).  'BACKSPACE' or 'DELETE' removes all filters, showing all | below).  'BACKSPACE' or 'DELETE' removes all filters, showing all | ||||||
| transactions. | transactions. | ||||||
| 
 | 
 | ||||||
|    As mentioned above, hledger-ui shows auto-generated periodic |    As mentioned above, by default hledger-ui hides future transactions - | ||||||
| transactions, and hides future transactions (auto-generated or not) by | both ordinary transactions recorded in the journal, and periodic | ||||||
| default.  'F' toggles showing and hiding these future transactions. | transactions generated by rule.  'F' toggles forecast mode, in which | ||||||
| This is similar to using a query like 'date:-tomorrow', but more | future/forecasted transactions are shown.  (experimental) | ||||||
| convenient.  (experimental) |  | ||||||
| 
 | 
 | ||||||
|    'ESCAPE' removes all filters and jumps back to the top screen.  Or, |    'ESCAPE' removes all filters and jumps back to the top screen.  Or, | ||||||
| it cancels a minibuffer edit or help dialog in progress. | it cancels a minibuffer edit or help dialog in progress. | ||||||
| @ -380,8 +375,8 @@ a check register.  Each line represents one transaction and shows: | |||||||
| the register if the accounts screen is in tree mode, or if it's in flat | the register if the accounts screen is in tree mode, or if it's in flat | ||||||
| mode but this account has subaccounts which are not shown due to a depth | mode but this account has subaccounts which are not shown due to a depth | ||||||
| limit.  In other words, the register always shows the transactions | limit.  In other words, the register always shows the transactions | ||||||
| contributing to the balance shown on the accounts screen. | contributing to the balance shown on the accounts screen.  Tree | ||||||
| Tree mode/flat mode can be toggled with 'T' here also. | mode/flat mode can be toggled with 'T' here also. | ||||||
| 
 | 
 | ||||||
|    'U' toggles filtering by unmarked status, showing or hiding unmarked |    'U' toggles filtering by unmarked status, showing or hiding unmarked | ||||||
| transactions.  Similarly, 'P' toggles pending transactions, and 'C' | transactions.  Similarly, 'P' toggles pending transactions, and 'C' | ||||||
| @ -504,26 +499,26 @@ program is restarted. | |||||||
|  |  | ||||||
| Tag Table: | Tag Table: | ||||||
| Node: Top71 | Node: Top71 | ||||||
| Node: OPTIONS1520 | Node: OPTIONS1476 | ||||||
| Ref: #options1617 | Ref: #options1573 | ||||||
| Node: KEYS5053 | Node: KEYS5004 | ||||||
| Ref: #keys5148 | Ref: #keys5099 | ||||||
| Node: SCREENS9455 | Node: SCREENS9375 | ||||||
| Ref: #screens9560 | Ref: #screens9480 | ||||||
| Node: Accounts screen9650 | Node: Accounts screen9570 | ||||||
| Ref: #accounts-screen9778 | Ref: #accounts-screen9698 | ||||||
| Node: Register screen11994 | Node: Register screen11914 | ||||||
| Ref: #register-screen12149 | Ref: #register-screen12069 | ||||||
| Node: Transaction screen14145 | Node: Transaction screen14066 | ||||||
| Ref: #transaction-screen14303 | Ref: #transaction-screen14224 | ||||||
| Node: Error screen15173 | Node: Error screen15094 | ||||||
| Ref: #error-screen15295 | Ref: #error-screen15216 | ||||||
| Node: ENVIRONMENT15539 | Node: ENVIRONMENT15460 | ||||||
| Ref: #environment15653 | Ref: #environment15574 | ||||||
| Node: FILES16460 | Node: FILES16381 | ||||||
| Ref: #files16559 | Ref: #files16480 | ||||||
| Node: BUGS16772 | Node: BUGS16693 | ||||||
| Ref: #bugs16849 | Ref: #bugs16770 | ||||||
|  |  | ||||||
| End Tag Table | End Tag Table | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -22,20 +22,17 @@ DESCRIPTION | |||||||
|        line  interface, and sometimes quicker and more convenient than the web |        line  interface, and sometimes quicker and more convenient than the web | ||||||
|        interface. |        interface. | ||||||
| 
 | 
 | ||||||
|        Note hledger-ui has some different defaults (experimental): |  | ||||||
| 
 |  | ||||||
|        o it generates rule-based transactions and postings by default (--fore- |  | ||||||
|          cast and --auto are always on). |  | ||||||
| 
 |  | ||||||
|        o it  hides  transactions  dated  in the future by default (change this |  | ||||||
|          with --future or the F key). |  | ||||||
| 
 |  | ||||||
|        Like hledger, it reads data from one or more files in hledger  journal, |        Like hledger, it reads data from one or more files in hledger  journal, | ||||||
|        timeclock,  timedot,  or CSV format specified with -f, or $LEDGER_FILE, |        timeclock,  timedot,  or CSV format specified with -f, or $LEDGER_FILE, | ||||||
|        or       $HOME/.hledger.journal       (on       windows,        perhaps |        or       $HOME/.hledger.journal       (on       windows,        perhaps | ||||||
|        C:/Users/USER/.hledger.journal).   For  more about this see hledger(1), |        C:/Users/USER/.hledger.journal).   For  more about this see hledger(1), | ||||||
|        hledger_journal(5) etc. |        hledger_journal(5) etc. | ||||||
| 
 | 
 | ||||||
|  |        Unlike hledger, hledger-ui hides all future-dated transactions  by  de- | ||||||
|  |        fault.   They  can  be revealed, along with any rule-generated periodic | ||||||
|  |        transactions, by pressing the F key (or starting  with  --forecast)  to | ||||||
|  |        enable "forecast mode". | ||||||
|  | 
 | ||||||
| OPTIONS | OPTIONS | ||||||
|        Note:  if  invoking hledger-ui as a hledger subcommand, write -- before |        Note:  if  invoking hledger-ui as a hledger subcommand, write -- before | ||||||
|        options as shown above. |        options as shown above. | ||||||
| @ -62,9 +59,6 @@ OPTIONS | |||||||
|        -T --tree |        -T --tree | ||||||
|               show accounts as a tree |               show accounts as a tree | ||||||
| 
 | 
 | ||||||
|        --future |  | ||||||
|               show transactions dated later than today (normally hidden) |  | ||||||
| 
 |  | ||||||
|        hledger input options: |        hledger input options: | ||||||
| 
 | 
 | ||||||
|        -f FILE --file=FILE |        -f FILE --file=FILE | ||||||
| @ -151,8 +145,9 @@ OPTIONS | |||||||
|        --auto apply automated posting rules to modify transactions. |        --auto apply automated posting rules to modify transactions. | ||||||
| 
 | 
 | ||||||
|        --forecast |        --forecast | ||||||
|               apply  periodic  transaction  rules  to generate future transac- |               generate future transactions from  periodic  transaction  rules, | ||||||
|               tions, to 6 months from now or report end date. |               for  the  next 6 months or till report end date.  In hledger-ui, | ||||||
|  |               also make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|        When a reporting option appears more than once in the command line, the |        When a reporting option appears more than once in the command line, the | ||||||
|        last one takes precedence. |        last one takes precedence. | ||||||
| @ -204,11 +199,10 @@ KEYS | |||||||
|        common  filters  like account depth and transaction status (see below). |        common  filters  like account depth and transaction status (see below). | ||||||
|        BACKSPACE or DELETE removes all filters, showing all transactions. |        BACKSPACE or DELETE removes all filters, showing all transactions. | ||||||
| 
 | 
 | ||||||
|        As mentioned above, hledger-ui shows auto-generated  periodic  transac- |        As mentioned above, by default hledger-ui hides future  transactions  - | ||||||
|        tions,  and  hides  future  transactions (auto-generated or not) by de- |        both ordinary transactions recorded in the journal, and periodic trans- | ||||||
|        fault.  F toggles showing and hiding these future  transactions.   This |        actions generated by rule.  F  toggles  forecast  mode,  in  which  fu- | ||||||
|        is  similar  to using a query like date:-tomorrow, but more convenient. |        ture/forecasted transactions are shown.  (experimental) | ||||||
|        (experimental) |  | ||||||
| 
 | 
 | ||||||
|        ESCAPE  removes  all  filters and jumps back to the top screen.  Or, it |        ESCAPE  removes  all  filters and jumps back to the top screen.  Or, it | ||||||
|        cancels a minibuffer edit or help dialog in progress. |        cancels a minibuffer edit or help dialog in progress. | ||||||
| @ -330,8 +324,8 @@ SCREENS | |||||||
|        the register if the accounts screen is in tree mode, or if it's in flat |        the register if the accounts screen is in tree mode, or if it's in flat | ||||||
|        mode but this account has subaccounts which are  not  shown  due  to  a |        mode but this account has subaccounts which are  not  shown  due  to  a | ||||||
|        depth  limit.   In  other words, the register always shows the transac- |        depth  limit.   In  other words, the register always shows the transac- | ||||||
|        tions contributing to the balance shown on the accounts screen. |        tions contributing to the balance shown on the accounts  screen.   Tree | ||||||
|        Tree mode/flat mode can be toggled with T here also. |        mode/flat mode can be toggled with T here also. | ||||||
| 
 | 
 | ||||||
|        U  toggles  filtering  by  unmarked  status, showing or hiding unmarked |        U  toggles  filtering  by  unmarked  status, showing or hiding unmarked | ||||||
|        transactions.  Similarly, P toggles pending transactions, and C toggles |        transactions.  Similarly, P toggles pending transactions, and C toggles | ||||||
|  | |||||||
| @ -176,8 +176,9 @@ most recent applicable market price, if any) | |||||||
| apply automated posting rules to modify transactions. | apply automated posting rules to modify transactions. | ||||||
| .TP | .TP | ||||||
| \f[B]\f[CB]--forecast\f[B]\f[R] | \f[B]\f[CB]--forecast\f[B]\f[R] | ||||||
| apply periodic transaction rules to generate future transactions, to 6 | generate future transactions from periodic transaction rules, for the | ||||||
| months from now or report end date. | next 6 months or till report end date. | ||||||
|  | In hledger-ui, also make ordinary future transactions visible. | ||||||
| .PP | .PP | ||||||
| When a reporting option appears more than once in the command line, the | When a reporting option appears more than once in the command line, the | ||||||
| last one takes precedence. | last one takes precedence. | ||||||
|  | |||||||
| @ -187,8 +187,9 @@ before options, as shown in the synopsis above. | |||||||
|      apply automated posting rules to modify transactions. |      apply automated posting rules to modify transactions. | ||||||
| '--forecast' | '--forecast' | ||||||
| 
 | 
 | ||||||
|      apply periodic transaction rules to generate future transactions, |      generate future transactions from periodic transaction rules, for | ||||||
|      to 6 months from now or report end date. |      the next 6 months or till report end date.  In hledger-ui, also | ||||||
|  |      make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|    When a reporting option appears more than once in the command line, |    When a reporting option appears more than once in the command line, | ||||||
| the last one takes precedence. | the last one takes precedence. | ||||||
| @ -428,20 +429,20 @@ Tag Table: | |||||||
| Node: Top72 | Node: Top72 | ||||||
| Node: OPTIONS1752 | Node: OPTIONS1752 | ||||||
| Ref: #options1857 | Ref: #options1857 | ||||||
| Node: PERMISSIONS8130 | Node: PERMISSIONS8201 | ||||||
| Ref: #permissions8269 | Ref: #permissions8340 | ||||||
| Node: EDITING UPLOADING DOWNLOADING9481 | Node: EDITING UPLOADING DOWNLOADING9552 | ||||||
| Ref: #editing-uploading-downloading9662 | Ref: #editing-uploading-downloading9733 | ||||||
| Node: RELOADING10496 | Node: RELOADING10567 | ||||||
| Ref: #reloading10630 | Ref: #reloading10701 | ||||||
| Node: JSON API11063 | Node: JSON API11134 | ||||||
| Ref: #json-api11177 | Ref: #json-api11248 | ||||||
| Node: ENVIRONMENT12618 | Node: ENVIRONMENT12689 | ||||||
| Ref: #environment12734 | Ref: #environment12805 | ||||||
| Node: FILES13467 | Node: FILES13538 | ||||||
| Ref: #files13567 | Ref: #files13638 | ||||||
| Node: BUGS13780 | Node: BUGS13851 | ||||||
| Ref: #bugs13858 | Ref: #bugs13929 | ||||||
|  |  | ||||||
| End Tag Table | End Tag Table | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -166,8 +166,9 @@ OPTIONS | |||||||
|        --auto apply automated posting rules to modify transactions. |        --auto apply automated posting rules to modify transactions. | ||||||
| 
 | 
 | ||||||
|        --forecast |        --forecast | ||||||
|               apply periodic transaction rules  to  generate  future  transac- |               generate future transactions from  periodic  transaction  rules, | ||||||
|               tions, to 6 months from now or report end date. |               for  the  next 6 months or till report end date.  In hledger-ui, | ||||||
|  |               also make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|        When a reporting option appears more than once in the command line, the |        When a reporting option appears more than once in the command line, the | ||||||
|        last one takes precedence. |        last one takes precedence. | ||||||
|  | |||||||
| @ -291,14 +291,12 @@ Balance changes in 2008: | |||||||
| 
 | 
 | ||||||
| (Average is rounded to the dollar here since all journal amounts are) | (Average is rounded to the dollar here since all journal amounts are) | ||||||
| 
 | 
 | ||||||
| Limitations: | A limitation of multicolumn balance reports: eliding of boring parent | ||||||
|  | accounts in tree mode, as in the classic balance report, is not yet | ||||||
|  | supported. | ||||||
| 
 | 
 | ||||||
| In multicolumn reports the -V/--value flag uses the market price on the | The --transpose flag can be used to exchange the rows and columns of a | ||||||
| report end date, for all columns (not the price on each column's end | multicolumn report. | ||||||
| date). |  | ||||||
| 
 |  | ||||||
| Eliding of boring parent accounts in tree mode, as in the classic |  | ||||||
| balance report, is not yet supported in multicolumn reports. |  | ||||||
| 
 | 
 | ||||||
| Budget report | Budget report | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -39,7 +39,8 @@ will not appear in the output. Similarly, when a transaction price is | |||||||
| implied but not written, it will not appear in the output. You can use | implied but not written, it will not appear in the output. You can use | ||||||
| the -x/--explicit flag to make all amounts and transaction prices | the -x/--explicit flag to make all amounts and transaction prices | ||||||
| explicit, which can be useful for troubleshooting or for making your | explicit, which can be useful for troubleshooting or for making your | ||||||
| journal more readable and robust against data entry errors. | journal more readable and robust against data entry errors. -x is also | ||||||
|  | implied by using any of -B,-V,-X,--value. | ||||||
| 
 | 
 | ||||||
| Note, -x/--explicit will cause postings with a multi-commodity amount | Note, -x/--explicit will cause postings with a multi-commodity amount | ||||||
| (these can arise when a multi-commodity transaction has an implicit | (these can arise when a multi-commodity transaction has an implicit | ||||||
|  | |||||||
| @ -179,7 +179,7 @@ like this: | |||||||
|     assets:bank:checking                $1000   = $1000 |     assets:bank:checking                $1000   = $1000 | ||||||
|     assets:bank:savings                 $2000   = $2000 |     assets:bank:savings                 $2000   = $2000 | ||||||
|     assets:cash                          $100   = $100 |     assets:cash                          $100   = $100 | ||||||
|     liabilities:creditcard               $-50   = $-$50 |     liabilities:creditcard               $-50   = $-50 | ||||||
|     equity:opening/closing balances |     equity:opening/closing balances | ||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
| @ -628,8 +628,9 @@ most recent applicable market price, if any) | |||||||
| apply automated posting rules to modify transactions. | apply automated posting rules to modify transactions. | ||||||
| .TP | .TP | ||||||
| \f[B]\f[CB]--forecast\f[B]\f[R] | \f[B]\f[CB]--forecast\f[B]\f[R] | ||||||
| apply periodic transaction rules to generate future transactions, to 6 | generate future transactions from periodic transaction rules, for the | ||||||
| months from now or report end date. | next 6 months or till report end date. | ||||||
|  | In hledger-ui, also make ordinary future transactions visible. | ||||||
| .PP | .PP | ||||||
| When a reporting option appears more than once in the command line, the | When a reporting option appears more than once in the command line, the | ||||||
| last one takes precedence. | last one takes precedence. | ||||||
| @ -1694,10 +1695,11 @@ more general \f[C]--value\f[R] option: | |||||||
| .IP | .IP | ||||||
| .nf | .nf | ||||||
| \f[C] | \f[C] | ||||||
|  --value=TYPE[,COMM]  TYPE is cost, end, now or YYYY-MM-DD. |  --value=TYPE[,COMM]  TYPE is cost, then, end, now or YYYY-MM-DD. | ||||||
|                       COMM is an optional commodity symbol. |                       COMM is an optional commodity symbol. | ||||||
|                       Shows amounts converted to: |                       Shows amounts converted to: | ||||||
|                       - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) |                       - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) | ||||||
|  |                       - default valuation commodity (or COMM) using market prices at posting dates | ||||||
|                       - default valuation commodity (or COMM) using market prices at period end(s) |                       - default valuation commodity (or COMM) using market prices at period end(s) | ||||||
|                       - default valuation commodity (or COMM) using current market prices |                       - default valuation commodity (or COMM) using current market prices | ||||||
|                       - default valuation commodity (or COMM) using market prices at some date |                       - default valuation commodity (or COMM) using market prices at some date | ||||||
| @ -1710,6 +1712,11 @@ value\[dq] plus a valuation date: | |||||||
| \f[B]\f[CB]--value=cost\f[B]\f[R] | \f[B]\f[CB]--value=cost\f[B]\f[R] | ||||||
| Convert amounts to cost, using the prices recorded in transactions. | Convert amounts to cost, using the prices recorded in transactions. | ||||||
| .TP | .TP | ||||||
|  | \f[B]\f[CB]--value=then\f[B]\f[R] | ||||||
|  | Convert amounts to their value in a default valuation commodity, using | ||||||
|  | market prices on each posting\[aq]s date. | ||||||
|  | This is currently supported only by the print and register commands. | ||||||
|  | .TP | ||||||
| \f[B]\f[CB]--value=end\f[B]\f[R] | \f[B]\f[CB]--value=end\f[B]\f[R] | ||||||
| Convert amounts to their value in a default valuation commodity, using | Convert amounts to their value in a default valuation commodity, using | ||||||
| market prices on the last day of the report period (or if unspecified, | market prices on the last day of the report period (or if unspecified, | ||||||
| @ -1905,7 +1912,7 @@ Related: #329, #1083. | |||||||
| .PP | .PP | ||||||
| .TS | .TS | ||||||
| tab(@); | tab(@); | ||||||
| lw(14.4n) lw(13.8n) lw(14.6n) lw(15.2n) lw(12.0n). | lw(11.7n) lw(11.2n) lw(11.9n) lw(13.1n) lw(12.4n) lw(9.8n). | ||||||
| T{ | T{ | ||||||
| Report type | Report type | ||||||
| T}@T{ | T}@T{ | ||||||
| @ -1913,6 +1920,8 @@ T}@T{ | |||||||
| T}@T{ | T}@T{ | ||||||
| \f[C]-V\f[R], \f[C]-X\f[R] | \f[C]-V\f[R], \f[C]-X\f[R] | ||||||
| T}@T{ | T}@T{ | ||||||
|  | \f[C]--value=then\f[R] | ||||||
|  | T}@T{ | ||||||
| \f[C]--value=end\f[R] | \f[C]--value=end\f[R] | ||||||
| T}@T{ | T}@T{ | ||||||
| \f[C]--value=DATE\f[R], \f[C]--value=now\f[R] | \f[C]--value=DATE\f[R], \f[C]--value=now\f[R] | ||||||
| @ -1924,6 +1933,7 @@ T}@T{ | |||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| posting amounts | posting amounts | ||||||
| @ -1932,6 +1942,8 @@ cost | |||||||
| T}@T{ | T}@T{ | ||||||
| value at report end or today | value at report end or today | ||||||
| T}@T{ | T}@T{ | ||||||
|  | value at posting date | ||||||
|  | T}@T{ | ||||||
| value at report or journal end | value at report or journal end | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today | value at DATE/today | ||||||
| @ -1946,12 +1958,15 @@ T}@T{ | |||||||
| unchanged | unchanged | ||||||
| T}@T{ | T}@T{ | ||||||
| unchanged | unchanged | ||||||
|  | T}@T{ | ||||||
|  | unchanged | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| \f[B]register\f[R] | \f[B]register\f[R] | ||||||
| @ -1959,6 +1974,7 @@ T}@T{ | |||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| starting balance (with -H) | starting balance (with -H) | ||||||
| @ -1967,6 +1983,8 @@ cost | |||||||
| T}@T{ | T}@T{ | ||||||
| value at day before report or journal start | value at day before report or journal start | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| value at day before report or journal start | value at day before report or journal start | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today | value at DATE/today | ||||||
| @ -1978,6 +1996,8 @@ cost | |||||||
| T}@T{ | T}@T{ | ||||||
| value at report end or today | value at report end or today | ||||||
| T}@T{ | T}@T{ | ||||||
|  | value at posting date | ||||||
|  | T}@T{ | ||||||
| value at report or journal end | value at report or journal end | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today | value at DATE/today | ||||||
| @ -1989,6 +2009,8 @@ summarised cost | |||||||
| T}@T{ | T}@T{ | ||||||
| value at period ends | value at period ends | ||||||
| T}@T{ | T}@T{ | ||||||
|  | sum of postings in interval, valued at interval start | ||||||
|  | T}@T{ | ||||||
| value at period ends | value at period ends | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today | value at DATE/today | ||||||
| @ -2003,12 +2025,15 @@ T}@T{ | |||||||
| sum/average of displayed values | sum/average of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
| sum/average of displayed values | sum/average of displayed values | ||||||
|  | T}@T{ | ||||||
|  | sum/average of displayed values | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| \f[B]balance (bs, bse, cf, is..)\f[R] | \f[B]balance (bs, bse, cf, is..)\f[R] | ||||||
| @ -2016,6 +2041,7 @@ T}@T{ | |||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| T{ | T{ | ||||||
| balances (no report interval) | balances (no report interval) | ||||||
| @ -2024,6 +2050,8 @@ sums of costs | |||||||
| T}@T{ | T}@T{ | ||||||
| value at report end or today of sums of postings | value at report end or today of sums of postings | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| value at report or journal end of sums of postings | value at report or journal end of sums of postings | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today of sums of postings | value at DATE/today of sums of postings | ||||||
| @ -2035,6 +2063,8 @@ sums of costs | |||||||
| T}@T{ | T}@T{ | ||||||
| value at period ends of sums of postings | value at period ends of sums of postings | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| value at period ends of sums of postings | value at period ends of sums of postings | ||||||
| T}@T{ | T}@T{ | ||||||
| value at DATE/today of sums of postings | value at DATE/today of sums of postings | ||||||
| @ -2046,6 +2076,8 @@ sums of costs of postings before report start | |||||||
| T}@T{ | T}@T{ | ||||||
| sums of postings before report start | sums of postings before report start | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| sums of postings before report start | sums of postings before report start | ||||||
| T}@T{ | T}@T{ | ||||||
| sums of postings before report start | sums of postings before report start | ||||||
| @ -2057,6 +2089,8 @@ like balances | |||||||
| T}@T{ | T}@T{ | ||||||
| like balances | like balances | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| like balances | like balances | ||||||
| T}@T{ | T}@T{ | ||||||
| like balances | like balances | ||||||
| @ -2068,6 +2102,8 @@ sum of displayed values | |||||||
| T}@T{ | T}@T{ | ||||||
| sum of displayed values | sum of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| sum of displayed values | sum of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
| sum of displayed values | sum of displayed values | ||||||
| @ -2079,6 +2115,8 @@ sums/averages of displayed values | |||||||
| T}@T{ | T}@T{ | ||||||
| sums/averages of displayed values | sums/averages of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| sums/averages of displayed values | sums/averages of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
| sums/averages of displayed values | sums/averages of displayed values | ||||||
| @ -2090,6 +2128,8 @@ sums of displayed values | |||||||
| T}@T{ | T}@T{ | ||||||
| sums of displayed values | sums of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| sums of displayed values | sums of displayed values | ||||||
| T}@T{ | T}@T{ | ||||||
| sums of displayed values | sums of displayed values | ||||||
| @ -2101,6 +2141,8 @@ sum/average of column totals | |||||||
| T}@T{ | T}@T{ | ||||||
| sum/average of column totals | sum/average of column totals | ||||||
| T}@T{ | T}@T{ | ||||||
|  | not supported | ||||||
|  | T}@T{ | ||||||
| sum/average of column totals | sum/average of column totals | ||||||
| T}@T{ | T}@T{ | ||||||
| sum/average of column totals | sum/average of column totals | ||||||
| @ -2110,6 +2152,7 @@ T}@T{ | |||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
| T}@T{ | T}@T{ | ||||||
|  | T}@T{ | ||||||
| T} | T} | ||||||
| .TE | .TE | ||||||
| .PP | .PP | ||||||
| @ -2668,14 +2711,12 @@ Balance changes in 2008: | |||||||
| \f[R] | \f[R] | ||||||
| .fi | .fi | ||||||
| .PP | .PP | ||||||
| Limitations: | A limitation of multicolumn balance reports: eliding of boring parent | ||||||
|  | accounts in tree mode, as in the classic balance report, is not yet | ||||||
|  | supported. | ||||||
| .PP | .PP | ||||||
| In multicolumn reports the \f[C]-V/--value\f[R] flag uses the market | The \f[C]--transpose\f[R] flag can be used to exchange the rows and | ||||||
| price on the report end date, for all columns (not the price on each | columns of a multicolumn report. | ||||||
| column\[aq]s end date). |  | ||||||
| .PP |  | ||||||
| Eliding of boring parent accounts in tree mode, as in the classic |  | ||||||
| balance report, is not yet supported in multicolumn reports. |  | ||||||
| .SS Budget report | .SS Budget report | ||||||
| .PP | .PP | ||||||
| With \f[C]--budget\f[R], extra columns are displayed showing budget | With \f[C]--budget\f[R], extra columns are displayed showing budget | ||||||
| @ -3521,6 +3562,8 @@ You can use the \f[C]-x\f[R]/\f[C]--explicit\f[R] flag to make all | |||||||
| amounts and transaction prices explicit, which can be useful for | amounts and transaction prices explicit, which can be useful for | ||||||
| troubleshooting or for making your journal more readable and robust | troubleshooting or for making your journal more readable and robust | ||||||
| against data entry errors. | against data entry errors. | ||||||
|  | \f[C]-x\f[R] is also implied by using any of | ||||||
|  | \f[C]-B\f[R],\f[C]-V\f[R],\f[C]-X\f[R],\f[C]--value\f[R]. | ||||||
| .PP | .PP | ||||||
| Note, \f[C]-x\f[R]/\f[C]--explicit\f[R] will cause postings with a | Note, \f[C]-x\f[R]/\f[C]--explicit\f[R] will cause postings with a | ||||||
| multi-commodity amount (these can arise when a multi-commodity | multi-commodity amount (these can arise when a multi-commodity | ||||||
|  | |||||||
| @ -186,7 +186,7 @@ balances on this date.  Here are two ways to do it: | |||||||
|          assets:bank:checking                $1000   = $1000 |          assets:bank:checking                $1000   = $1000 | ||||||
|          assets:bank:savings                 $2000   = $2000 |          assets:bank:savings                 $2000   = $2000 | ||||||
|          assets:cash                          $100   = $100 |          assets:cash                          $100   = $100 | ||||||
|          liabilities:creditcard               $-50   = $-$50 |          liabilities:creditcard               $-50   = $-50 | ||||||
|          equity:opening/closing balances |          equity:opening/closing balances | ||||||
| 
 | 
 | ||||||
|      These are start-of-day balances, ie whatever was in the account at |      These are start-of-day balances, ie whatever was in the account at | ||||||
| @ -621,8 +621,9 @@ by most hledger commands, run 'hledger -h'. | |||||||
|      apply automated posting rules to modify transactions. |      apply automated posting rules to modify transactions. | ||||||
| '--forecast' | '--forecast' | ||||||
| 
 | 
 | ||||||
|      apply periodic transaction rules to generate future transactions, |      generate future transactions from periodic transaction rules, for | ||||||
|      to 6 months from now or report end date. |      the next 6 months or till report end date.  In hledger-ui, also | ||||||
|  |      make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|    When a reporting option appears more than once in the command line, |    When a reporting option appears more than once in the command line, | ||||||
| the last one takes precedence. | the last one takes precedence. | ||||||
| @ -1415,10 +1416,11 @@ _(experimental, added 201905)_ | |||||||
|    '-B', '-V' and '-X' are special cases of the more general '--value' |    '-B', '-V' and '-X' are special cases of the more general '--value' | ||||||
| option: | option: | ||||||
| 
 | 
 | ||||||
|  --value=TYPE[,COMM]  TYPE is cost, end, now or YYYY-MM-DD. |  --value=TYPE[,COMM]  TYPE is cost, then, end, now or YYYY-MM-DD. | ||||||
|                       COMM is an optional commodity symbol. |                       COMM is an optional commodity symbol. | ||||||
|                       Shows amounts converted to: |                       Shows amounts converted to: | ||||||
|                       - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) |                       - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) | ||||||
|  |                       - default valuation commodity (or COMM) using market prices at posting dates | ||||||
|                       - default valuation commodity (or COMM) using market prices at period end(s) |                       - default valuation commodity (or COMM) using market prices at period end(s) | ||||||
|                       - default valuation commodity (or COMM) using current market prices |                       - default valuation commodity (or COMM) using current market prices | ||||||
|                       - default valuation commodity (or COMM) using market prices at some date |                       - default valuation commodity (or COMM) using market prices at some date | ||||||
| @ -1429,6 +1431,11 @@ a valuation date: | |||||||
| '--value=cost' | '--value=cost' | ||||||
| 
 | 
 | ||||||
|      Convert amounts to cost, using the prices recorded in transactions. |      Convert amounts to cost, using the prices recorded in transactions. | ||||||
|  | '--value=then' | ||||||
|  | 
 | ||||||
|  |      Convert amounts to their value in a default valuation commodity, | ||||||
|  |      using market prices on each posting's date.  This is currently | ||||||
|  |      supported only by the print and register commands. | ||||||
| '--value=end' | '--value=end' | ||||||
| 
 | 
 | ||||||
|      Convert amounts to their value in a default valuation commodity, |      Convert amounts to their value in a default valuation commodity, | ||||||
| @ -1582,67 +1589,76 @@ troubleshooting or reporting bugs.  See also the definitions and notes | |||||||
| below.  If you find problems, please report them, ideally with a | below.  If you find problems, please report them, ideally with a | ||||||
| reproducible example.  Related: #329, #1083. | reproducible example.  Related: #329, #1083. | ||||||
| 
 | 
 | ||||||
| Report type     '-B',          '-V', '-X'      '--value=end'    '--value=DATE', | Report       '-B',        '-V', '-X'   '--value=then' '--value=end' '--value=DATE', | ||||||
|                 '--value=cost'                                  '--value=now' | type         '--value=cost'                                         '--value=now' | ||||||
| ----------------------------------------------------------------------------- | ------------------------------------------------------------------------------- | ||||||
| *print* | *print* | ||||||
| posting         cost           value at        value at         value at | posting      cost         value at     value at       value at      value at | ||||||
| amounts                        report end or   report or        DATE/today | amounts                   report end   posting date   report or     DATE/today | ||||||
|                                today           journal end |                           or today                    journal end | ||||||
| balance         unchanged      unchanged       unchanged        unchanged | balance      unchanged    unchanged    unchanged      unchanged     unchanged | ||||||
| assertions / | assertions | ||||||
|  | / | ||||||
| assignments | assignments | ||||||
| *register* | *register* | ||||||
| starting        cost           value at day    value at day     value at | starting     cost         value at     not            value at      value at | ||||||
| balance (with                  before report   before report    DATE/today | balance                   day before   supported      day before    DATE/today | ||||||
| -H)                            or journal      or journal | (with -H)                 report or                   report or | ||||||
|  |                           journal                     journal | ||||||
|                           start                       start |                           start                       start | ||||||
| posting         cost           value at        value at         value at | posting      cost         value at     value at       value at      value at | ||||||
| amounts (no                    report end or   report or        DATE/today | amounts                   report end   posting date   report or     DATE/today | ||||||
| report                         today           journal end | (no report                or today                    journal end | ||||||
| interval) | interval) | ||||||
| summary         summarised     value at        value at         value at | summary      summarised   value at     sum of         value at      value at | ||||||
| posting         cost           period ends     period ends      DATE/today | posting      cost         period       postings in    period ends   DATE/today | ||||||
| amounts (with | amounts                   ends         interval, | ||||||
| report | (with                                  valued at | ||||||
| interval) | report                                 interval | ||||||
| running         sum/average    sum/average     sum/average of   sum/average | interval)                              start | ||||||
| total/average   of displayed   of displayed    displayed        of | running      sum/average  sum/average  sum/average    sum/average   sum/average | ||||||
|                 values         values          values           displayed | total/averageof           of           of displayed   of            of | ||||||
|                                                                 values |              displayed    displayed    values         displayed     displayed | ||||||
| *balance (bs, |  | ||||||
| bse, cf, |  | ||||||
| is..)* |  | ||||||
| balances (no    sums of        value at        value at         value at |  | ||||||
| report          costs          report end or   report or        DATE/today |  | ||||||
| interval)                      today of sums   journal end of   of sums of |  | ||||||
|                                of postings     sums of          postings |  | ||||||
|                                                postings |  | ||||||
| balances        sums of        value at        value at         value at |  | ||||||
| (with report    costs          period ends     period ends of   DATE/today |  | ||||||
| interval)                      of sums of      sums of          of sums of |  | ||||||
|                                postings        postings         postings |  | ||||||
| starting        sums of        sums of         sums of          sums of |  | ||||||
| balances        costs of       postings        postings         postings |  | ||||||
| (with report    postings       before report   before report    before |  | ||||||
| interval and    before         start           start            report |  | ||||||
| -H)             report start                                    start |  | ||||||
| budget          like           like balances   like balances    like |  | ||||||
| amounts with    balances                                        balances |  | ||||||
| -budget |  | ||||||
| grand total     sum of         sum of          sum of           sum of |  | ||||||
| (no report      displayed      displayed       displayed        displayed |  | ||||||
| interval)       values         values          values           values |  | ||||||
| row             sums/averages  sums/averages   sums/averages    sums/averages |  | ||||||
| totals/averages of displayed   of displayed    of displayed     of |  | ||||||
| (with report    values         values          values           displayed |  | ||||||
| interval)                                                       values |  | ||||||
| column totals   sums of        sums of         sums of          sums of |  | ||||||
|                 displayed      displayed       displayed        displayed |  | ||||||
|              values       values                      values        values |              values       values                      values        values | ||||||
| grand           sum/average    sum/average     sum/average of   sum/average | *balance | ||||||
| total/average   of column      of column       column totals    of column | (bs, bse, | ||||||
|                 totals         totals                           totals | cf, is..)* | ||||||
|  | balances     sums of      value at     not            value at      value at | ||||||
|  | (no report   costs        report end   supported      report or     DATE/today | ||||||
|  | interval)                 or today                    journal end   of sums | ||||||
|  |                           of sums of                  of sums of    of | ||||||
|  |                           postings                    postings      postings | ||||||
|  | balances     sums of      value at     not            value at      value at | ||||||
|  | (with        costs        period       supported      period ends   DATE/today | ||||||
|  | report                    ends of                     of sums of    of sums | ||||||
|  | interval)                 sums of                     postings      of | ||||||
|  |                           postings                                  postings | ||||||
|  | starting     sums of      sums of      not            sums of       sums of | ||||||
|  | balances     costs of     postings     supported      postings      postings | ||||||
|  | (with        postings     before                      before        before | ||||||
|  | report       before       report                      report        report | ||||||
|  | interval     report       start                       start         start | ||||||
|  | and -H)      start | ||||||
|  | budget       like         like         not            like          like | ||||||
|  | amounts      balances     balances     supported      balances      balances | ||||||
|  | with | ||||||
|  | -budget | ||||||
|  | grand        sum of       sum of       not            sum of        sum of | ||||||
|  | total (no    displayed    displayed    supported      displayed     displayed | ||||||
|  | report       values       values                      values        values | ||||||
|  | interval) | ||||||
|  | row          sums/averagessums/averagesnot            sums/averages sums/averages | ||||||
|  | totals/averagesof         of           supported      of            of | ||||||
|  | (with        displayed    displayed                   displayed     displayed | ||||||
|  | report       values       values                      values        values | ||||||
|  | interval) | ||||||
|  | column       sums of      sums of      not            sums of       sums of | ||||||
|  | totals       displayed    displayed    supported      displayed     displayed | ||||||
|  |              values       values                      values        values | ||||||
|  | grand        sum/average  sum/average  not            sum/average   sum/average | ||||||
|  | total/averageof column    of column    supported      of column     of | ||||||
|  |              totals       totals                      totals        column | ||||||
|  |                                                                     totals | ||||||
| 
 | 
 | ||||||
|    *Additional notes* |    *Additional notes* | ||||||
| 
 | 
 | ||||||
| @ -2200,14 +2216,12 @@ Balance changes in 2008: | |||||||
| 
 | 
 | ||||||
| (Average is rounded to the dollar here since all journal amounts are) | (Average is rounded to the dollar here since all journal amounts are) | ||||||
| 
 | 
 | ||||||
|    Limitations: |    A limitation of multicolumn balance reports: eliding of boring parent | ||||||
|  | accounts in tree mode, as in the classic balance report, is not yet | ||||||
|  | supported. | ||||||
| 
 | 
 | ||||||
|    In multicolumn reports the '-V/--value' flag uses the market price on |    The '--transpose' flag can be used to exchange the rows and columns | ||||||
| the report end date, for all columns (not the price on each column's end | of a multicolumn report. | ||||||
| date). |  | ||||||
| 
 |  | ||||||
|    Eliding of boring parent accounts in tree mode, as in the classic |  | ||||||
| balance report, is not yet supported in multicolumn reports. |  | ||||||
| 
 | 
 | ||||||
|  |  | ||||||
| File: hledger.info,  Node: Budget report,  Next: ,  Prev: Multicolumn balance report,  Up: balance | File: hledger.info,  Node: Budget report,  Next: ,  Prev: Multicolumn balance report,  Up: balance | ||||||
| @ -2984,7 +2998,8 @@ will not appear in the output.  Similarly, when a transaction price is | |||||||
| implied but not written, it will not appear in the output.  You can use | implied but not written, it will not appear in the output.  You can use | ||||||
| the '-x'/'--explicit' flag to make all amounts and transaction prices | the '-x'/'--explicit' flag to make all amounts and transaction prices | ||||||
| explicit, which can be useful for troubleshooting or for making your | explicit, which can be useful for troubleshooting or for making your | ||||||
| journal more readable and robust against data entry errors. | journal more readable and robust against data entry errors.  '-x' is | ||||||
|  | also implied by using any of '-B','-V','-X','--value'. | ||||||
| 
 | 
 | ||||||
|    Note, '-x'/'--explicit' will cause postings with a multi-commodity |    Note, '-x'/'--explicit' will cause postings with a multi-commodity | ||||||
| amount (these can arise when a multi-commodity transaction has an | amount (these can arise when a multi-commodity transaction has an | ||||||
| @ -3678,177 +3693,177 @@ Node: Starting a journal file4414 | |||||||
| Ref: #starting-a-journal-file4612 | Ref: #starting-a-journal-file4612 | ||||||
| Node: Setting opening balances5800 | Node: Setting opening balances5800 | ||||||
| Ref: #setting-opening-balances5996 | Ref: #setting-opening-balances5996 | ||||||
| Node: Recording transactions9138 | Node: Recording transactions9137 | ||||||
| Ref: #recording-transactions9318 | Ref: #recording-transactions9317 | ||||||
| Node: Reconciling9874 | Node: Reconciling9873 | ||||||
| Ref: #reconciling10017 | Ref: #reconciling10016 | ||||||
| Node: Reporting12274 | Node: Reporting12273 | ||||||
| Ref: #reporting12414 | Ref: #reporting12413 | ||||||
| Node: Migrating to a new file16413 | Node: Migrating to a new file16412 | ||||||
| Ref: #migrating-to-a-new-file16561 | Ref: #migrating-to-a-new-file16560 | ||||||
| Node: OPTIONS16860 | Node: OPTIONS16859 | ||||||
| Ref: #options16967 | Ref: #options16966 | ||||||
| Node: General options17337 | Node: General options17336 | ||||||
| Ref: #general-options17462 | Ref: #general-options17461 | ||||||
| Node: Command options20161 | Node: Command options20231 | ||||||
| Ref: #command-options20312 | Ref: #command-options20382 | ||||||
| Node: Command arguments20710 | Node: Command arguments20780 | ||||||
| Ref: #command-arguments20857 | Ref: #command-arguments20927 | ||||||
| Node: Queries21737 | Node: Queries21807 | ||||||
| Ref: #queries21892 | Ref: #queries21962 | ||||||
| Node: Special characters in arguments and queries25854 | Node: Special characters in arguments and queries25924 | ||||||
| Ref: #special-characters-in-arguments-and-queries26082 | Ref: #special-characters-in-arguments-and-queries26152 | ||||||
| Node: More escaping26533 | Node: More escaping26603 | ||||||
| Ref: #more-escaping26695 | Ref: #more-escaping26765 | ||||||
| Node: Even more escaping26991 | Node: Even more escaping27061 | ||||||
| Ref: #even-more-escaping27185 | Ref: #even-more-escaping27255 | ||||||
| Node: Less escaping27856 | Node: Less escaping27926 | ||||||
| Ref: #less-escaping28018 | Ref: #less-escaping28088 | ||||||
| Node: Unicode characters28263 | Node: Unicode characters28333 | ||||||
| Ref: #unicode-characters28445 | Ref: #unicode-characters28515 | ||||||
| Node: Input files29857 | Node: Input files29927 | ||||||
| Ref: #input-files30000 | Ref: #input-files30070 | ||||||
| Node: Output destination31929 | Node: Output destination31999 | ||||||
| Ref: #output-destination32081 | Ref: #output-destination32151 | ||||||
| Node: Output format32364 | Node: Output format32434 | ||||||
| Ref: #output-format32514 | Ref: #output-format32584 | ||||||
| Node: Regular expressions32899 | Node: Regular expressions32969 | ||||||
| Ref: #regular-expressions33056 | Ref: #regular-expressions33126 | ||||||
| Node: Smart dates34417 | Node: Smart dates34487 | ||||||
| Ref: #smart-dates34568 | Ref: #smart-dates34638 | ||||||
| Node: Report start & end date35929 | Node: Report start & end date35999 | ||||||
| Ref: #report-start-end-date36101 | Ref: #report-start-end-date36171 | ||||||
| Node: Report intervals37539 | Node: Report intervals37609 | ||||||
| Ref: #report-intervals37704 | Ref: #report-intervals37774 | ||||||
| Node: Period expressions38094 | Node: Period expressions38164 | ||||||
| Ref: #period-expressions38254 | Ref: #period-expressions38324 | ||||||
| Node: Depth limiting42380 | Node: Depth limiting42450 | ||||||
| Ref: #depth-limiting42524 | Ref: #depth-limiting42594 | ||||||
| Node: Pivoting42866 | Node: Pivoting42936 | ||||||
| Ref: #pivoting42989 | Ref: #pivoting43059 | ||||||
| Node: Valuation44665 | Node: Valuation44735 | ||||||
| Ref: #valuation44767 | Ref: #valuation44837 | ||||||
| Node: -B Cost44947 | Node: -B Cost45017 | ||||||
| Ref: #b-cost45058 | Ref: #b-cost45128 | ||||||
| Node: -V Market value45256 | Node: -V Market value45326 | ||||||
| Ref: #v-market-value45430 | Ref: #v-market-value45500 | ||||||
| Node: -X Market value in specified commodity46862 | Node: -X Market value in specified commodity46932 | ||||||
| Ref: #x-market-value-in-specified-commodity47101 | Ref: #x-market-value-in-specified-commodity47171 | ||||||
| Node: --value Flexible valuation47277 | Node: --value Flexible valuation47347 | ||||||
| Ref: #value-flexible-valuation47503 | Ref: #value-flexible-valuation47573 | ||||||
| Node: Effect of --value on reports51693 | Node: Effect of --value on reports52078 | ||||||
| Ref: #effect-of---value-on-reports51909 | Ref: #effect-of---value-on-reports52294 | ||||||
| Node: Combining -B -V -X --value56840 | Node: Combining -B -V -X --value57840 | ||||||
| Ref: #combining--b--v--x---value57023 | Ref: #combining--b--v--x---value58023 | ||||||
| Node: COMMANDS57059 | Node: COMMANDS58059 | ||||||
| Ref: #commands57167 | Ref: #commands58167 | ||||||
| Node: accounts58251 | Node: accounts59251 | ||||||
| Ref: #accounts58349 | Ref: #accounts59349 | ||||||
| Node: activity59048 | Node: activity60048 | ||||||
| Ref: #activity59158 | Ref: #activity60158 | ||||||
| Node: add59541 | Node: add60541 | ||||||
| Ref: #add59640 | Ref: #add60640 | ||||||
| Node: balance62379 | Node: balance63379 | ||||||
| Ref: #balance62490 | Ref: #balance63490 | ||||||
| Node: Classic balance report63948 | Node: Classic balance report64948 | ||||||
| Ref: #classic-balance-report64121 | Ref: #classic-balance-report65121 | ||||||
| Node: Customising the classic balance report65490 | Node: Customising the classic balance report66490 | ||||||
| Ref: #customising-the-classic-balance-report65718 | Ref: #customising-the-classic-balance-report66718 | ||||||
| Node: Colour support67794 | Node: Colour support68794 | ||||||
| Ref: #colour-support67961 | Ref: #colour-support68961 | ||||||
| Node: Flat mode68134 | Node: Flat mode69134 | ||||||
| Ref: #flat-mode68282 | Ref: #flat-mode69282 | ||||||
| Node: Depth limited balance reports68695 | Node: Depth limited balance reports69695 | ||||||
| Ref: #depth-limited-balance-reports68880 | Ref: #depth-limited-balance-reports69880 | ||||||
| Node: Percentages69336 | Node: Percentages70336 | ||||||
| Ref: #percentages69502 | Ref: #percentages70502 | ||||||
| Node: Multicolumn balance report70639 | Node: Multicolumn balance report71639 | ||||||
| Ref: #multicolumn-balance-report70819 | Ref: #multicolumn-balance-report71819 | ||||||
| Node: Budget report76133 | Node: Budget report77081 | ||||||
| Ref: #budget-report76276 | Ref: #budget-report77224 | ||||||
| Node: Nested budgets81478 | Node: Nested budgets82426 | ||||||
| Ref: #nested-budgets81590 | Ref: #nested-budgets82538 | ||||||
| Ref: #output-format-185071 | Ref: #output-format-186019 | ||||||
| Node: balancesheet85149 | Node: balancesheet86097 | ||||||
| Ref: #balancesheet85285 | Ref: #balancesheet86233 | ||||||
| Node: balancesheetequity86668 | Node: balancesheetequity87616 | ||||||
| Ref: #balancesheetequity86817 | Ref: #balancesheetequity87765 | ||||||
| Node: cashflow87378 | Node: cashflow88326 | ||||||
| Ref: #cashflow87506 | Ref: #cashflow88454 | ||||||
| Node: check-dates88602 | Node: check-dates89550 | ||||||
| Ref: #check-dates88729 | Ref: #check-dates89677 | ||||||
| Node: check-dupes89008 | Node: check-dupes89956 | ||||||
| Ref: #check-dupes89132 | Ref: #check-dupes90080 | ||||||
| Node: close89425 | Node: close90373 | ||||||
| Ref: #close89539 | Ref: #close90487 | ||||||
| Node: close usage91061 | Node: close usage92009 | ||||||
| Ref: #close-usage91154 | Ref: #close-usage92102 | ||||||
| Node: commodities93967 | Node: commodities94915 | ||||||
| Ref: #commodities94094 | Ref: #commodities95042 | ||||||
| Node: descriptions94176 | Node: descriptions95124 | ||||||
| Ref: #descriptions94304 | Ref: #descriptions95252 | ||||||
| Node: diff94485 | Node: diff95433 | ||||||
| Ref: #diff94591 | Ref: #diff95539 | ||||||
| Node: files95638 | Node: files96586 | ||||||
| Ref: #files95738 | Ref: #files96686 | ||||||
| Node: help95885 | Node: help96833 | ||||||
| Ref: #help95985 | Ref: #help96933 | ||||||
| Node: import97066 | Node: import98014 | ||||||
| Ref: #import97180 | Ref: #import98128 | ||||||
| Node: Importing balance assignments98073 | Node: Importing balance assignments99021 | ||||||
| Ref: #importing-balance-assignments98221 | Ref: #importing-balance-assignments99169 | ||||||
| Node: incomestatement98870 | Node: incomestatement99818 | ||||||
| Ref: #incomestatement99003 | Ref: #incomestatement99951 | ||||||
| Node: notes100407 | Node: notes101355 | ||||||
| Ref: #notes100520 | Ref: #notes101468 | ||||||
| Node: payees100646 | Node: payees101594 | ||||||
| Ref: #payees100752 | Ref: #payees101700 | ||||||
| Node: prices100910 | Node: prices101858 | ||||||
| Ref: #prices101016 | Ref: #prices101964 | ||||||
| Node: print101357 | Node: print102305 | ||||||
| Ref: #print101467 | Ref: #print102415 | ||||||
| Node: print-unique106111 | Node: print-unique107123 | ||||||
| Ref: #print-unique106237 | Ref: #print-unique107249 | ||||||
| Node: register106522 | Node: register107534 | ||||||
| Ref: #register106649 | Ref: #register107661 | ||||||
| Node: Custom register output110821 | Node: Custom register output111833 | ||||||
| Ref: #custom-register-output110950 | Ref: #custom-register-output111962 | ||||||
| Node: register-match112212 | Node: register-match113224 | ||||||
| Ref: #register-match112346 | Ref: #register-match113358 | ||||||
| Node: rewrite112697 | Node: rewrite113709 | ||||||
| Ref: #rewrite112812 | Ref: #rewrite113824 | ||||||
| Node: Re-write rules in a file114667 | Node: Re-write rules in a file115679 | ||||||
| Ref: #re-write-rules-in-a-file114801 | Ref: #re-write-rules-in-a-file115813 | ||||||
| Node: Diff output format116011 | Node: Diff output format117023 | ||||||
| Ref: #diff-output-format116180 | Ref: #diff-output-format117192 | ||||||
| Node: rewrite vs print --auto117272 | Node: rewrite vs print --auto118284 | ||||||
| Ref: #rewrite-vs.-print---auto117451 | Ref: #rewrite-vs.-print---auto118463 | ||||||
| Node: roi118007 | Node: roi119019 | ||||||
| Ref: #roi118105 | Ref: #roi119117 | ||||||
| Node: stats119117 | Node: stats120129 | ||||||
| Ref: #stats119216 | Ref: #stats120228 | ||||||
| Node: tags120004 | Node: tags121016 | ||||||
| Ref: #tags120102 | Ref: #tags121114 | ||||||
| Node: test120396 | Node: test121408 | ||||||
| Ref: #test120504 | Ref: #test121516 | ||||||
| Node: Add-on Commands121251 | Node: Add-on Commands122263 | ||||||
| Ref: #add-on-commands121368 | Ref: #add-on-commands122380 | ||||||
| Node: ui122711 | Node: ui123723 | ||||||
| Ref: #ui122799 | Ref: #ui123811 | ||||||
| Node: web122853 | Node: web123865 | ||||||
| Ref: #web122956 | Ref: #web123968 | ||||||
| Node: iadd123072 | Node: iadd124084 | ||||||
| Ref: #iadd123183 | Ref: #iadd124195 | ||||||
| Node: interest123265 | Node: interest124277 | ||||||
| Ref: #interest123372 | Ref: #interest124384 | ||||||
| Node: ENVIRONMENT123612 | Node: ENVIRONMENT124624 | ||||||
| Ref: #environment123724 | Ref: #environment124736 | ||||||
| Node: FILES124553 | Node: FILES125565 | ||||||
| Ref: #files-1124656 | Ref: #files-1125668 | ||||||
| Node: LIMITATIONS124869 | Node: LIMITATIONS125881 | ||||||
| Ref: #limitations124988 | Ref: #limitations126000 | ||||||
| Node: TROUBLESHOOTING125730 | Node: TROUBLESHOOTING126742 | ||||||
| Ref: #troubleshooting125843 | Ref: #troubleshooting126855 | ||||||
|  |  | ||||||
| End Tag Table | End Tag Table | ||||||
| 
 | 
 | ||||||
|  | |||||||
| @ -144,7 +144,7 @@ COMMON TASKS | |||||||
|                     assets:bank:checking                $1000   = $1000 |                     assets:bank:checking                $1000   = $1000 | ||||||
|                     assets:bank:savings                 $2000   = $2000 |                     assets:bank:savings                 $2000   = $2000 | ||||||
|                     assets:cash                          $100   = $100 |                     assets:cash                          $100   = $100 | ||||||
|                     liabilities:creditcard               $-50   = $-$50 |                     liabilities:creditcard               $-50   = $-50 | ||||||
|                     equity:opening/closing balances |                     equity:opening/closing balances | ||||||
| 
 | 
 | ||||||
|          These  are  start-of-day  balances, ie whatever was in the account at |          These  are  start-of-day  balances, ie whatever was in the account at | ||||||
| @ -525,8 +525,9 @@ OPTIONS | |||||||
|        --auto apply automated posting rules to modify transactions. |        --auto apply automated posting rules to modify transactions. | ||||||
| 
 | 
 | ||||||
|        --forecast |        --forecast | ||||||
|               apply  periodic  transaction  rules  to generate future transac- |               generate  future  transactions  from periodic transaction rules, | ||||||
|               tions, to 6 months from now or report end date. |               for the next 6 months or till report end date.   In  hledger-ui, | ||||||
|  |               also make ordinary future transactions visible. | ||||||
| 
 | 
 | ||||||
|        When a reporting option appears more than once in the command line, the |        When a reporting option appears more than once in the command line, the | ||||||
|        last one takes precedence. |        last one takes precedence. | ||||||
| @ -995,7 +996,6 @@ OPTIONS | |||||||
|                             1, 2009 |                             1, 2009 | ||||||
|        -p "from 2009/1"     the same |        -p "from 2009/1"     the same | ||||||
|        -p "from 2009"       the same |        -p "from 2009"       the same | ||||||
| 
 |  | ||||||
|        -p "to 2009"         everything before  january |        -p "to 2009"         everything before  january | ||||||
|                             1, 2009 |                             1, 2009 | ||||||
| 
 | 
 | ||||||
| @ -1007,6 +1007,7 @@ OPTIONS | |||||||
|        -p "2009/1"     the  month of jan; equiva- |        -p "2009/1"     the  month of jan; equiva- | ||||||
|                        lent   to   "2009/1/1   to |                        lent   to   "2009/1/1   to | ||||||
|                        2009/2/1" |                        2009/2/1" | ||||||
|  | 
 | ||||||
|        -p "2009/1/1"   just  that day; equivalent |        -p "2009/1/1"   just  that day; equivalent | ||||||
|                        to "2009/1/1 to 2009/1/2" |                        to "2009/1/1 to 2009/1/2" | ||||||
| 
 | 
 | ||||||
| @ -1062,7 +1063,6 @@ OPTIONS | |||||||
| 
 | 
 | ||||||
|        -p  "every  2nd  day  of   periods will go from Tue to Tue |        -p  "every  2nd  day  of   periods will go from Tue to Tue | ||||||
|        week" |        week" | ||||||
| 
 |  | ||||||
|        -p "every Tue"             same |        -p "every Tue"             same | ||||||
|        -p "every 15th day"        period  boundaries  will  be  on  15th of each |        -p "every 15th day"        period  boundaries  will  be  on  15th of each | ||||||
|                                   month |                                   month | ||||||
| @ -1202,10 +1202,11 @@ OPTIONS | |||||||
| 
 | 
 | ||||||
|        -B, -V and -X are special cases of the more general --value option: |        -B, -V and -X are special cases of the more general --value option: | ||||||
| 
 | 
 | ||||||
|                --value=TYPE[,COMM]  TYPE is cost, end, now or YYYY-MM-DD. |                --value=TYPE[,COMM]  TYPE is cost, then, end, now or YYYY-MM-DD. | ||||||
|                                     COMM is an optional commodity symbol. |                                     COMM is an optional commodity symbol. | ||||||
|                                     Shows amounts converted to: |                                     Shows amounts converted to: | ||||||
|                                     - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) |                                     - cost commodity using transaction prices (then optionally to COMM using market prices at period end(s)) | ||||||
|  |                                     - default valuation commodity (or COMM) using market prices at posting dates | ||||||
|                                     - default valuation commodity (or COMM) using market prices at period end(s) |                                     - default valuation commodity (or COMM) using market prices at period end(s) | ||||||
|                                     - default valuation commodity (or COMM) using current market prices |                                     - default valuation commodity (or COMM) using current market prices | ||||||
|                                     - default valuation commodity (or COMM) using market prices at some date |                                     - default valuation commodity (or COMM) using market prices at some date | ||||||
| @ -1217,6 +1218,11 @@ OPTIONS | |||||||
|               Convert  amounts  to cost, using the prices recorded in transac- |               Convert  amounts  to cost, using the prices recorded in transac- | ||||||
|               tions. |               tions. | ||||||
| 
 | 
 | ||||||
|  |        --value=then | ||||||
|  |               Convert amounts to their value in a default valuation commodity, | ||||||
|  |               using  market  prices on each posting's date.  This is currently | ||||||
|  |               supported only by the print and register commands. | ||||||
|  | 
 | ||||||
|        --value=end |        --value=end | ||||||
|               Convert amounts to their value in a default valuation commodity, |               Convert amounts to their value in a default valuation commodity, | ||||||
|               using  market prices on the last day of the report period (or if |               using  market prices on the last day of the report period (or if | ||||||
| @ -1364,62 +1370,70 @@ OPTIONS | |||||||
|        low.  If you find problems, please report them, ideally with  a  repro- |        low.  If you find problems, please report them, ideally with  a  repro- | ||||||
|        ducible example.  Related: #329, #1083. |        ducible example.  Related: #329, #1083. | ||||||
| 
 | 
 | ||||||
|        Report type      -B,              -V, -X            --value=end        --value=DATE, |        Report type    -B,            -V, -X         --value=then    --value=end    --value=DATE, | ||||||
|                       --value=cost                                                 --value=now |                       --value=cost                                                 --value=now | ||||||
|        ------------------------------------------------------------------------------------- |        ------------------------------------------------------------------------------------------ | ||||||
|        print |        print | ||||||
|        posting          cost             value at report   value at report    value      at |        posting        cost           value at re-   value      at   value at re-   value      at | ||||||
|        amounts                           end or today      or journal end     DATE/today |        amounts                       port  end or   posting date    port      or   DATE/today | ||||||
|        balance asser-   unchanged        unchanged         unchanged          unchanged |                                      today                          journal end | ||||||
|        tions   /  as- |        balance  as-   unchanged      unchanged      unchanged       unchanged      unchanged | ||||||
|        signments |        sertions   / | ||||||
|  |        assignments | ||||||
| 
 | 
 | ||||||
|        register |        register | ||||||
|        starting  bal-   cost             value   at  day   value  at   day    value      at |        starting       cost           value at day   not supported   value at day   value      at | ||||||
|        ance (with -H)                    before   report   before   report    DATE/today |        balance                       before   re-                   before   re-   DATE/today | ||||||
|                                          or      journal   or      journal |        (with -H)                     port      or                   port      or | ||||||
|  |                                      journal                        journal | ||||||
|                                      start                          start |                                      start                          start | ||||||
|        posting          cost             value at report   value at report    value      at |        posting        cost           value at re-   value      at   value at re-   value      at | ||||||
|        amounts    (no                    end or today      or journal end     DATE/today |        amounts  (no                  port  end or   posting date    port      or   DATE/today | ||||||
|        report  inter- |        report   in-                  today                          journal end | ||||||
|        val) |        terval) | ||||||
|        summary  post-   summarised       value at period   value at period    value      at |        summary        summarised     value at pe-   sum of  post-   value at pe-   value      at | ||||||
|        ing    amounts   cost             ends              ends               DATE/today |        posting        cost           riod ends      ings  in  in-   riod ends      DATE/today | ||||||
|        (with   report |        amounts                                      terval,  val- | ||||||
|        interval) |        (with report                                 ued at inter- | ||||||
|        running    to-   sum/average of   sum/average  of   sum/average  of    sum/average |        interval)                                    val start | ||||||
|        tal/average      displayed val-   displayed  val-   displayed  val-    of  displayed |        running  to-   sum/average    sum/average    sum/average     sum/average    sum/average | ||||||
|                         ues              ues               ues                values |        tal/average    of displayed   of displayed   of  displayed   of displayed   of  displayed | ||||||
|  |                       values         values         values          values         values | ||||||
| 
 | 
 | ||||||
|        balance (bs, |        balance (bs, | ||||||
|        bse, cf, is..) |        bse,     cf, | ||||||
|        balances   (no   sums of costs    value at report   value at report    value      at |        is..) | ||||||
|        report  inter-                    end or today of   or  journal end    DATE/today of |        balances (no   sums      of   value at re-   not supported   value at re-   value      at | ||||||
|        val)                              sums  of  post-   of   sums    of    sums of post- |        report   in-   costs          port  end or                   port      or   DATE/today of | ||||||
|                                          ings              postings           ings |        terval)                       today     of                   journal  end   sums of post- | ||||||
| 
 |                                      sums      of                   of  sums  of   ings | ||||||
|        balances (with   sums of costs    value at period   value at period    value      at |                                      postings                       postings | ||||||
|        report  inter-                    ends of sums of   ends of sums of    DATE/today of |        balances       sums      of   value at pe-   not supported   value at pe-   value      at | ||||||
|        val)                              postings          postings           sums of post- |        (with report   costs          riod ends of                   riod ends of   DATE/today of | ||||||
|                                                                               ings |        interval)                     sums      of                   sums      of   sums of post- | ||||||
|        starting  bal-   sums of  costs   sums  of  post-   sums  of  post-    sums of post- |                                      postings                       postings       ings | ||||||
|        ances    (with   of    postings   ings before re-   ings before re-    ings   before |        starting       sums      of   sums      of   not supported   sums      of   sums of post- | ||||||
|        report  inter-   before  report   port start        port start         report start |        balances       costs     of   postings be-                   postings be-   ings   before | ||||||
|        val and -H)      start |        (with report   postings be-   fore  report                   fore  report   report start | ||||||
|        budget amounts   like balances    like balances     like balances      like balances |        interval and   fore  report   start                          start | ||||||
|        with --budget |        -H)            start | ||||||
|        grand    total   sum  of   dis-   sum   of   dis-   sum   of   dis-    sum  of  dis- |        budget         like    bal-   like    bal-   not supported   like    bal-   like balances | ||||||
|        (no report in-   played values    played values     played values      played values |        amounts with   ances          ances                          ances | ||||||
|  |        --budget | ||||||
|  |        grand  total   sum of  dis-   sum of  dis-   not supported   sum of  dis-   sum  of  dis- | ||||||
|  |        (no   report   played  val-   played  val-                   played  val-   played values | ||||||
|  |        interval)      ues            ues                            ues | ||||||
|  |        row      to-   sums/aver-     sums/aver-     not supported   sums/aver-     sums/averages | ||||||
|  |        tals/aver-     ages of dis-   ages of dis-                   ages of dis-   of  displayed | ||||||
|  |        ages   (with   played  val-   played  val-                   played  val-   values | ||||||
|  |        report   in-   ues            ues                            ues | ||||||
|        terval) |        terval) | ||||||
|        row totals/av-   sums/averages    sums/averages     sums/averages      sums/averages |        column   to-   sums of dis-   sums of dis-   not supported   sums of dis-   sums  of dis- | ||||||
|        erages   (with   of   displayed   of    displayed   of    displayed    of  displayed |        tals           played  val-   played  val-                   played  val-   played values | ||||||
|        report  inter-   values           values            values             values |                       ues            ues                            ues | ||||||
|        val) |        grand    to-   sum/average    sum/average    not supported   sum/average    sum/average | ||||||
|        column totals    sums  of  dis-   sums  of   dis-   sums   of  dis-    sums of  dis- |        tal/average    of    column   of    column                   of    column   of column to- | ||||||
|                         played values    played values     played values      played values |                       totals         totals                         totals         tals | ||||||
|        grand      to-   sum/average of   sum/average  of   sum/average  of    sum/average |  | ||||||
|        tal/average      column totals    column totals     column totals      of column to- |  | ||||||
|                                                                               tals |  | ||||||
| 
 | 
 | ||||||
| 
 | 
 | ||||||
|        Additional notes |        Additional notes | ||||||
| @ -1880,14 +1894,12 @@ COMMANDS | |||||||
| 
 | 
 | ||||||
|               (Average is rounded to the dollar here since all journal amounts are) |               (Average is rounded to the dollar here since all journal amounts are) | ||||||
| 
 | 
 | ||||||
|        Limitations: |        A limitation of multicolumn balance reports: eliding of  boring  parent | ||||||
|  |        accounts  in  tree  mode,  as in the classic balance report, is not yet | ||||||
|  |        supported. | ||||||
| 
 | 
 | ||||||
|        In multicolumn reports the -V/--value flag uses the market price on the |        The --transpose flag can be used to exchange the rows and columns of  a | ||||||
|        report  end  date,  for all columns (not the price on each column's end |        multicolumn report. | ||||||
|        date). |  | ||||||
| 
 |  | ||||||
|        Eliding of boring parent accounts in tree mode, as in the classic  bal- |  | ||||||
|        ance report, is not yet supported in multicolumn reports. |  | ||||||
| 
 | 
 | ||||||
|    Budget report |    Budget report | ||||||
|        With  --budget,  extra  columns  are displayed showing budget goals for |        With  --budget,  extra  columns  are displayed showing budget goals for | ||||||
| @ -2542,7 +2554,8 @@ COMMANDS | |||||||
|        plied  but  not written, it will not appear in the output.  You can use |        plied  but  not written, it will not appear in the output.  You can use | ||||||
|        the -x/--explicit flag to make all amounts and transaction  prices  ex- |        the -x/--explicit flag to make all amounts and transaction  prices  ex- | ||||||
|        plicit,  which  can  be  useful  for troubleshooting or for making your |        plicit,  which  can  be  useful  for troubleshooting or for making your | ||||||
|        journal more readable and robust against data entry errors. |        journal more readable and robust against data entry errors.  -x is also | ||||||
|  |        implied by using any of -B,-V,-X,--value. | ||||||
| 
 | 
 | ||||||
|        Note,  -x/--explicit  will cause postings with a multi-commodity amount |        Note,  -x/--explicit  will cause postings with a multi-commodity amount | ||||||
|        (these can arise when a multi-commodity  transaction  has  an  implicit |        (these can arise when a multi-commodity  transaction  has  an  implicit | ||||||
|  | |||||||
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		Reference in New Issue
	
	Block a user