;doc: regen help/manuals
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@ -974,58 +974,58 @@ Node: Basic2413
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Ref: #basic2513
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Ref: #basic2513
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Node: Bank of Ireland3055
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Node: Bank of Ireland3055
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Ref: #bank-of-ireland3190
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Ref: #bank-of-ireland3190
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Node: Amazon4653
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Node: Amazon4652
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Ref: #amazon4771
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Ref: #amazon4770
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Node: Paypal6704
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Node: Paypal6702
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Ref: #paypal6798
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Ref: #paypal6796
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Node: CSV RULES14681
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Node: CSV RULES14675
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Ref: #csv-rules14790
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Ref: #csv-rules14784
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Node: skip15066
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Node: skip15060
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Ref: #skip15159
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Ref: #skip15153
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Node: fields15534
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Node: fields15528
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Ref: #fields15656
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Ref: #fields15650
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Node: Transaction field names16821
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Node: Transaction field names16815
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Ref: #transaction-field-names16981
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Ref: #transaction-field-names16975
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Node: Posting field names17092
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Node: Posting field names17086
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Ref: #posting-field-names17244
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Ref: #posting-field-names17238
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Node: field assignment18535
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Node: field assignment18529
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Ref: #field-assignment18678
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Ref: #field-assignment18672
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Node: separator19496
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Node: separator19490
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Ref: #separator19625
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Ref: #separator19619
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Node: if20036
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Node: if20030
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Ref: #if20138
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Ref: #if20132
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Node: end21854
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Node: end21848
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Ref: #end21960
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Ref: #end21954
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Node: date-format22184
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Node: date-format22178
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Ref: #date-format22316
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Ref: #date-format22310
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Node: newest-first23065
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Node: newest-first23059
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Ref: #newest-first23203
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Ref: #newest-first23197
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Node: include23886
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Node: include23880
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Ref: #include24015
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Ref: #include24009
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Node: balance-type24459
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Node: balance-type24453
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Ref: #balance-type24579
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Ref: #balance-type24573
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Node: TIPS25279
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Node: TIPS25273
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Ref: #tips25361
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Ref: #tips25355
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Node: Rapid feedback25617
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Node: Rapid feedback25611
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Ref: #rapid-feedback25734
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Ref: #rapid-feedback25728
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Node: Valid CSV26194
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Node: Valid CSV26188
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Ref: #valid-csv26324
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Ref: #valid-csv26318
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Node: File Extension26516
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Node: File Extension26510
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Ref: #file-extension26668
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Ref: #file-extension26662
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Node: Reading multiple CSV files27078
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Node: Reading multiple CSV files27072
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Ref: #reading-multiple-csv-files27263
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Ref: #reading-multiple-csv-files27257
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Node: Valid transactions27504
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Node: Valid transactions27498
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Ref: #valid-transactions27682
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Ref: #valid-transactions27676
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Node: Deduplicating importing28310
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Node: Deduplicating importing28304
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Ref: #deduplicating-importing28489
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Ref: #deduplicating-importing28483
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Node: Setting amounts29522
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Node: Setting amounts29516
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Ref: #setting-amounts29691
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Ref: #setting-amounts29685
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Node: Setting currency/commodity30677
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Node: Setting currency/commodity30671
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Ref: #setting-currencycommodity30869
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Ref: #setting-currencycommodity30863
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Node: Referencing other fields31672
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Node: Referencing other fields31666
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Ref: #referencing-other-fields31872
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Ref: #referencing-other-fields31866
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Node: How CSV rules are evaluated32769
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Node: How CSV rules are evaluated32763
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Ref: #how-csv-rules-are-evaluated32942
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Ref: #how-csv-rules-are-evaluated32936
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End Tag Table
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End Tag Table
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@ -573,15 +573,15 @@ commodity INR 9,99,99,999.00
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commodity 1 000 000.9455
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commodity 1 000 000.9455
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\f[R]
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\f[R]
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.fi
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.fi
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.SS Amount display format
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.SS Amount display style
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.PP
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.PP
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For each commodity, hledger chooses a consistent format to use when
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For each commodity, hledger chooses a consistent format to use when
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displaying amounts.
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displaying amounts.
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(Except price amounts, which are always displayed as written).
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(Except price amounts, which are always displayed as written).
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The display format is chosen as follows:
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The display style is chosen as follows:
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.IP \[bu] 2
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.IP \[bu] 2
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If there is a commodity directive for the commodity, that format is used
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If there is a commodity directive (or default commodity directive) for
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(see examples above).
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the commodity, that format is used (see examples above).
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.IP \[bu] 2
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.IP \[bu] 2
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Otherwise the format of the first posting amount in that commodity seen
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Otherwise the format of the first posting amount in that commodity seen
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in the journal is used.
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in the journal is used.
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@ -591,13 +591,16 @@ maximum from all posting amounts in that commmodity.
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Or if there are no such amounts in the journal, a default format is used
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Or if there are no such amounts in the journal, a default format is used
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(like \f[C]$1000.00\f[R]).
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(like \f[C]$1000.00\f[R]).
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.PP
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.PP
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Price amounts, and amounts in \f[C]D\f[R] directives don\[aq]t affect
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Transaction prices don\[aq]t affect the amount display style directly,
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the amount display format directly, but occasionally they can do so
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but occasionally they can do so indirectly (eg when an posting\[aq]s
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indirectly.
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amount is inferred using a transaction price).
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(Eg when D\[aq]s default commodity is applied to a commodity-less
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If you find this causing problems, use a commodity directive to fix the
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amount, or when an amountless posting is balanced using a price\[aq]s
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display style.
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commodity, or when -V is used.) If you find this causing problems, use a
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.PP
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commodity directive to set the display format.
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In summary: amounts will be displayed much as they appear in your
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journal, with the max observed number of decimal places.
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If you want to see fewer decimal places in reports, use a commodity
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directive to override that.
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.SS Transaction prices
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.SS Transaction prices
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.PP
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.PP
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Within a transaction, you can note an amount\[aq]s price in another
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Within a transaction, you can note an amount\[aq]s price in another
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@ -753,9 +756,6 @@ Use include or concatenate the files instead.
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The asserted balance must be a simple single-commodity amount, and in
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The asserted balance must be a simple single-commodity amount, and in
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fact the assertion checks only this commodity\[aq]s balance within the
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fact the assertion checks only this commodity\[aq]s balance within the
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(possibly multi-commodity) account balance.
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(possibly multi-commodity) account balance.
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.PD 0
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.P
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.PD
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This is how assertions work in Ledger also.
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This is how assertions work in Ledger also.
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We could call this a \[dq]partial\[dq] balance assertion.
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We could call this a \[dq]partial\[dq] balance assertion.
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.PP
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.PP
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@ -1130,12 +1130,13 @@ The \f[C]commodity\f[R] directive has several functions:
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It declares commodities which may be used in the journal.
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It declares commodities which may be used in the journal.
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This is currently not enforced, but can serve as documentation.
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This is currently not enforced, but can serve as documentation.
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.IP "2." 3
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.IP "2." 3
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It declares what decimal mark character to expect when parsing input -
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It declares what decimal mark character (period or comma) to expect when
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useful to disambiguate international number formats in your data.
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parsing input - useful to disambiguate international number formats in
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your data.
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(Without this, hledger will parse both \f[C]1,000\f[R] and
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(Without this, hledger will parse both \f[C]1,000\f[R] and
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\f[C]1.000\f[R] as 1).
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\f[C]1.000\f[R] as 1).
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.IP "3." 3
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.IP "3." 3
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It declares the amount display format to use in output - decimal and
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It declares the amount display style to use in output - decimal and
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digit group marks, number of decimal places, symbol placement etc.
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digit group marks, number of decimal places, symbol placement etc.
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.PP
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.PP
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You are likely to run into one of the problems solved by commodity
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You are likely to run into one of the problems solved by commodity
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@ -1180,26 +1181,34 @@ The number must include a decimal mark: either a period or a comma,
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followed by 0 or more decimal digits.
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followed by 0 or more decimal digits.
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.SS Default commodity
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.SS Default commodity
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.PP
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.PP
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The \f[C]D\f[R] directive sets a default commodity (and display format),
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The \f[C]D\f[R] directive sets a default commodity, to be used for
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to be used for amounts without a commodity symbol (ie, plain numbers).
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amounts without a commodity symbol (ie, plain numbers).
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(Note this differs from Ledger\[aq]s default commodity directive.) The
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This commodity will be applied to all subsequent commodity-less amounts,
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commodity and display format will be applied to all subsequent
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or until the next \f[C]D\f[R] directive.
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commodity-less amounts, or until the next \f[C]D\f[R] directive.
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(Note, this is different from Ledger\[aq]s \f[C]D\f[R].)
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.PP
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For compatibility/historical reasons, \f[C]D\f[R] also acts like a
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\f[C]commodity\f[R] directive, setting the commodity\[aq]s display style
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(for output) and decimal mark (for parsing input).
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As with \f[C]commodity\f[R], the amount must always be written with a
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decimal mark (period or comma).
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If both directives are used, \f[C]commodity\f[R]\[aq]s style takes
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precedence.
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.PP
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The syntax is \f[C]D AMOUNT\f[R].
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Eg:
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.IP
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.IP
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.nf
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.nf
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\f[C]
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\f[C]
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; commodity-less amounts should be treated as dollars
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; commodity-less amounts should be treated as dollars
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; (and displayed with symbol on the left, thousands separators and two decimal places)
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; (and displayed with the dollar sign on the left, thousands separators and two decimal places)
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D $1,000.00
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D $1,000.00
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1/1
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1/1
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a 5 ; <- commodity-less amount, becomes $1
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a 5 ; <- commodity-less amount, parsed as $5 and displayed as $5.00
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b
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b
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\f[R]
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\f[R]
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.fi
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.fi
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.PP
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As with the \f[C]commodity\f[R] directive, the amount must always be
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written with a decimal point.
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.SS Market prices
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.SS Market prices
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.PP
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.PP
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The \f[C]P\f[R] directive declares a market price, which is an exchange
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The \f[C]P\f[R] directive declares a market price, which is an exchange
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@ -1331,7 +1340,7 @@ account assets ; type:Asset
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account liabilities ; type:Liability
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account liabilities ; type:Liability
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account equity ; type:Equity
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account equity ; type:Equity
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account revenues ; type:Revenue
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account revenues ; type:Revenue
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account expenses ; type:Expenses
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account expenses ; type:Expense
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\f[R]
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\f[R]
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.fi
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.fi
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.SS Account types declared with account type codes
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.SS Account types declared with account type codes
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@ -1767,8 +1776,8 @@ And each \[dq]posting\[dq] is actually a posting-generating rule:
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.nf
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.nf
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\f[C]
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\f[C]
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= QUERY
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= QUERY
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ACCT AMT
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ACCOUNT AMOUNT
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ACCT [AMT]
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ACCOUNT [AMOUNT]
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...
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...
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\f[R]
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\f[R]
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.fi
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.fi
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@ -479,10 +479,10 @@ comma:
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* Menu:
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* Menu:
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* Digit group marks::
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* Digit group marks::
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* Amount display format::
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* Amount display style::
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File: hledger_journal.info, Node: Digit group marks, Next: Amount display format, Up: Amounts
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File: hledger_journal.info, Node: Digit group marks, Next: Amount display style, Up: Amounts
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1.8.1 Digit group marks
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1.8.1 Digit group marks
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-----------------------
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-----------------------
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@ -515,17 +515,17 @@ commodity INR 9,99,99,999.00
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commodity 1 000 000.9455
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commodity 1 000 000.9455
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File: hledger_journal.info, Node: Amount display format, Prev: Digit group marks, Up: Amounts
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File: hledger_journal.info, Node: Amount display style, Prev: Digit group marks, Up: Amounts
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1.8.2 Amount display format
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1.8.2 Amount display style
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---------------------------
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--------------------------
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For each commodity, hledger chooses a consistent format to use when
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For each commodity, hledger chooses a consistent format to use when
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displaying amounts. (Except price amounts, which are always displayed
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displaying amounts. (Except price amounts, which are always displayed
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as written). The display format is chosen as follows:
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as written). The display style is chosen as follows:
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|
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* If there is a commodity directive for the commodity, that format is
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* If there is a commodity directive (or default commodity directive)
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used (see examples above).
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for the commodity, that format is used (see examples above).
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* Otherwise the format of the first posting amount in that commodity
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* Otherwise the format of the first posting amount in that commodity
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seen in the journal is used. But the number of decimal places
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seen in the journal is used. But the number of decimal places
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@ -535,12 +535,15 @@ as written). The display format is chosen as follows:
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* Or if there are no such amounts in the journal, a default format is
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* Or if there are no such amounts in the journal, a default format is
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used (like '$1000.00').
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used (like '$1000.00').
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Price amounts, and amounts in 'D' directives don't affect the amount
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Transaction prices don't affect the amount display style directly,
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display format directly, but occasionally they can do so indirectly.
|
but occasionally they can do so indirectly (eg when an posting's amount
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(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
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when an amountless posting is balanced using a price's commodity, or
|
problems, use a commodity directive to fix the display style.
|
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when -V is used.) If you find this causing problems, use a commodity
|
|
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directive to set the display format.
|
In summary: amounts will be displayed much as they appear in your
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journal, with the max observed number of decimal places. If you want to
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see fewer decimal places in reports, use a commodity directive to
|
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|
override that.
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File: hledger_journal.info, Node: Transaction prices, Next: Balance Assertions, Prev: Amounts, Up: Transactions
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File: hledger_journal.info, Node: Transaction prices, Next: Balance Assertions, Prev: Amounts, Up: Transactions
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@ -691,9 +694,8 @@ File: hledger_journal.info, Node: Assertions and commodities, Next: Assertions
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The asserted balance must be a simple single-commodity amount, and in
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The asserted balance must be a simple single-commodity amount, and in
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fact the assertion checks only this commodity's balance within the
|
fact the assertion checks only this commodity's balance within the
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(possibly multi-commodity) account balance.
|
(possibly multi-commodity) account balance. This is how assertions work
|
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This is how assertions work in Ledger also. We could call this a
|
in Ledger also. We could call this a "partial" balance assertion.
|
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"partial" balance assertion.
|
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|
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To assert the balance of more than one commodity in an account, you
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To assert the balance of more than one commodity in an account, you
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can write multiple postings, each asserting one commodity's balance.
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can write multiple postings, each asserting one commodity's balance.
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@ -1011,14 +1013,13 @@ The 'commodity' directive has several functions:
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1. It declares commodities which may be used in the journal. This is
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1. It declares commodities which may be used in the journal. This is
|
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currently not enforced, but can serve as documentation.
|
currently not enforced, but can serve as documentation.
|
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|
|
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2. It declares what decimal mark character to expect when parsing
|
2. It declares what decimal mark character (period or comma) to expect
|
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input - useful to disambiguate international number formats in your
|
when parsing input - useful to disambiguate international number
|
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data. (Without this, hledger will parse both '1,000' and '1.000'
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formats in your data. (Without this, hledger will parse both
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as 1).
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'1,000' and '1.000' as 1).
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|
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3. It declares the amount display format to use in output - decimal
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3. It declares the amount display style to use in output - decimal and
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and digit group marks, number of decimal places, symbol placement
|
digit group marks, number of decimal places, symbol placement etc.
|
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etc.
|
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|
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You are likely to run into one of the problems solved by commodity
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You are likely to run into one of the problems solved by commodity
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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
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@ -1057,23 +1058,27 @@ File: hledger_journal.info, Node: Default commodity, Next: Market prices, Pre
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1.12.5 Default commodity
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1.12.5 Default commodity
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------------------------
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------------------------
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The 'D' directive sets a default commodity (and display format), to be
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The 'D' directive sets a default commodity, to be used for amounts
|
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used for amounts without a commodity symbol (ie, plain numbers). (Note
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without a commodity symbol (ie, plain numbers). This commodity will be
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this differs from Ledger's default commodity directive.) The commodity
|
applied to all subsequent commodity-less amounts, or until the next 'D'
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and display format will be applied to all subsequent commodity-less
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directive. (Note, this is different from Ledger's 'D'.)
|
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amounts, or until the next 'D' directive.
|
|
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For compatibility/historical reasons, 'D' also acts like a
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'commodity' directive, setting the commodity's display style (for
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output) and decimal mark (for parsing input). As with 'commodity', the
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amount must always be written with a decimal mark (period or comma). If
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both directives are used, 'commodity''s style takes precedence.
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|
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The syntax is 'D AMOUNT'. Eg:
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|
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; commodity-less amounts should be treated as dollars
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; commodity-less amounts should be treated as dollars
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; (and displayed with symbol on the left, thousands separators and two decimal places)
|
; (and displayed with the dollar sign on the left, thousands separators and two decimal places)
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D $1,000.00
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D $1,000.00
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|
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1/1
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1/1
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a 5 ; <- commodity-less amount, becomes $1
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a 5 ; <- commodity-less amount, parsed as $5 and displayed as $5.00
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b
|
b
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|
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As with the 'commodity' directive, the amount must always be written
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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
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user