;doc: update manuals
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{December 2021}})m4_dnl
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m4_define({{_monthyear_}}, {{April 2022}})m4_dnl
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{December 2021}})m4_dnl
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m4_define({{_monthyear_}}, {{April 2022}})m4_dnl
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@ -1,5 +1,5 @@
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.TH "HLEDGER-UI" "1" "December 2021" "hledger-ui-1.25.99 " "hledger User Manuals"
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.TH "HLEDGER-UI" "1" "April 2022" "hledger-ui-1.25.99 " "hledger User Manuals"
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@ -548,4 +548,4 @@ SEE ALSO
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hledger-ui-1.25.99 December 2021 HLEDGER-UI(1)
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hledger-ui-1.25.99 April 2022 HLEDGER-UI(1)
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{December 2021}})m4_dnl
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m4_define({{_monthyear_}}, {{April 2022}})m4_dnl
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@ -1,5 +1,5 @@
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.TH "HLEDGER-WEB" "1" "December 2021" "hledger-web-1.25.99 " "hledger User Manuals"
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.TH "HLEDGER-WEB" "1" "April 2022" "hledger-web-1.25.99 " "hledger User Manuals"
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@ -585,4 +585,4 @@ SEE ALSO
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hledger-web-1.25.99 December 2021 HLEDGER-WEB(1)
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hledger-web-1.25.99 April 2022 HLEDGER-WEB(1)
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m4_dnl Date to show in man pages. Updated by "Shake manuals"
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m4_define({{_monthyear_}}, {{December 2021}})m4_dnl
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m4_define({{_monthyear_}}, {{April 2022}})m4_dnl
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.\"t
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.TH "HLEDGER" "1" "December 2021" "hledger-1.25.99 " "hledger User Manuals"
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.TH "HLEDGER" "1" "April 2022" "hledger-1.25.99 " "hledger User Manuals"
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@ -1849,6 +1849,20 @@ two commodities, unbalanced).
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.IP \[bu] 2
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but not, currently, from \[dq]more correct\[dq] multicommodity
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transactions (no \f[C]\[at]\f[R], multiple commodities, balanced).
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.PP
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There is another limitation (bug) currently: when a valuation commodity
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is not specified, prices inferred with \f[C]--infer-market-prices\f[R]
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do not help select a default valuation commodity, as \f[C]P\f[R] prices
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would.
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So conversion might not happen because no valuation commodity was
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detected (\f[C]--debug=2\f[R] will show this).
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To be safe, specify the valuation commmodity, eg:
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.IP \[bu] 2
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\f[C]-X EUR --infer-market-prices\f[R], not
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\f[C]-V --infer-market-prices\f[R]
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.IP \[bu] 2
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\f[C]--value=then,EUR --infer-market-prices\f[R], not
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\f[C]--value=then --infer-market-prices\f[R]
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.SS Valuation commodity
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.PP
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\f[B]When you specify a valuation commodity (\f[CB]-X COMM\f[B] or
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@ -2497,8 +2511,9 @@ Normally hledger sums amounts, and organizes them in a hierarchy, based
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on account name.
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The \f[C]--pivot FIELD\f[R] option causes it to sum and organize
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hierarchy based on the value of some other field instead.
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FIELD can be: \f[C]code\f[R], \f[C]description\f[R], \f[C]payee\f[R],
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\f[C]note\f[R], or the full name (case insensitive) of any tag.
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FIELD can be: \f[C]status\f[R], \f[C]code\f[R], \f[C]description\f[R],
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\f[C]payee\f[R], \f[C]note\f[R], or the full name (case insensitive) of
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any tag.
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As with account names, values containing \f[C]colon:separated:parts\f[R]
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will be displayed hierarchically in reports.
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.PP
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@ -3143,6 +3158,12 @@ the account\[aq]s historical running balance after this transaction.
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Transactions making a net change of zero are not shown by default; add
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the \f[C]-E/--empty\f[R] flag to show them.
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.PP
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For performance reasons, column widths are chosen based on the first
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1000 lines; this means unusually wide values in later lines can cause
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visual discontinuities as column widths are adjusted.
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If you want to ensure perfect alignment, at the cost of more time and
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memory, use the \f[C]--align-all\f[R] flag.
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.PP
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This command also supports the output destination and output format
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options.
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The output formats supported are \f[C]txt\f[R], \f[C]csv\f[R], and
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@ -5523,6 +5544,12 @@ $ hledger register checking
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.PP
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With --date2, it shows and sorts by secondary date instead.
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.PP
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For performance reasons, column widths are chosen based on the first
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1000 lines; this means unusually wide values in later lines can cause
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visual discontinuities as column widths are adjusted.
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If you want to ensure perfect alignment, at the cost of more time and
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memory, use the \f[C]--align-all\f[R] flag.
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.PP
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The \f[C]--historical\f[R]/\f[C]-H\f[R] flag adds the balance from any
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undisplayed prior postings to the running total.
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This is useful when you want to see only recent activity, with a
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@ -6090,19 +6117,30 @@ tags
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.PD 0
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.P
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.PD
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List the unique tag names used in the journal.
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With a TAGREGEX argument, only tag names matching the regular expression
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(case insensitive) are shown.
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With QUERY arguments, only transactions matching the query are
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considered.
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List the tags used in the journal, or their values.
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.PP
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With the --values flag, the tags\[aq] unique values are listed instead.
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This command lists the tag names used in the journal, whether on
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transactions, postings, or account declarations.
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.PP
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With --parsed flag, all tags or values are shown in the order they are
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parsed from the input data, including duplicates.
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With a TAGREGEX argument, only tag names matching this regular
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expression (case insensitive, infix matched) are shown.
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.PP
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With -E/--empty, any blank/empty values will also be shown, otherwise
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they are omitted.
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With QUERY arguments, only transactions and accounts matching this query
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are considered.
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If the query involves transaction fields (date:, desc:, amt:, ...), the
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search is restricted to the matched transactions and their accounts.
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.PP
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With the --values flag, the tags\[aq] unique non-empty values are listed
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instead.
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With -E/--empty, blank/empty values are also shown.
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.PP
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With --parsed, tags or values are shown in the order they were parsed,
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with duplicates included.
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(Except, tags from account declarations are always shown first.)
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.PP
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Tip: remember, accounts also acquire tags from their parents, postings
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also acquire tags from their account and transaction, transactions also
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acquire tags from their postings.
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.SS test
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.PP
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test
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@ -7027,19 +7065,28 @@ break and require updating.
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This order dependence does bring an advantage: precise control over the
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order of postings and assertions within a day, so you can assert
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intra-day balances.
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.SS Assertions and included files
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.SS Assertions and multiple included files
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.PP
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With included files, things are a little more complicated.
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Including preserves the ordering of postings and assertions.
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If you have multiple postings to an account on the same day, split
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across different files, and you also want to assert the account\[aq]s
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balance on the same day, you\[aq]ll have to put the assertion in the
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right file.
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.SS Assertions and multiple -f options
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Multiple files included with the \f[C]include\f[R] directive are
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processed as if concatenated into one file, preserving their order and
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the posting order within each file.
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It means that balance assertions in later files will see balance from
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earlier files.
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.PP
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Balance assertions don\[aq]t work well across files specified with
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multiple -f options.
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Use include or concatenate the files instead.
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And if you have multiple postings to an account on the same day, split
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across multiple files, and you want to assert the account\[aq]s balance
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on that day, you\[aq]ll need to put the assertion in the right file -
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the last one in the sequence, probably.
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.SS Assertions and multiple -f files
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.PP
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Unlike \f[C]include\f[R], when multiple files are specified on the
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command line with multiple \f[C]-f/--file\f[R] options, balance
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assertions will not see balance from earlier files.
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This can be useful when you do not want problems in earlier files to
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disrupt valid assertions in later files.
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.PP
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If you do want assertions to see balance from earlier files, use
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\f[C]include\f[R], or concatenate the files temporarily.
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.SS Assertions and commodities
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.PP
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The asserted balance must be a simple single-commodity amount, and in
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@ -7128,10 +7175,26 @@ or \f[C]==*\f[R], eg:
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.fi
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.SS Assertions and virtual postings
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.PP
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Balance assertions are checked against all postings, both real and
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virtual.
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They are not affected by the \f[C]--real/-R\f[R] flag or \f[C]real:\f[R]
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Balance assertions always consider both real and virtual postings; they
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are not affected by the \f[C]--real/-R\f[R] flag or \f[C]real:\f[R]
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query.
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.SS Assertions and auto postings
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.PP
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Balance assertions \f[I]are\f[R] affected by the \f[C]--auto\f[R] flag,
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which generates auto postings, which can alter account balances.
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Because auto postings are optional in hledger, accounts affected by them
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effectively have two balances.
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But balance assertions can only test one or the other of these.
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So to avoid making fragile assertions, either:
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.IP \[bu] 2
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assert the balance calculated with \f[C]--auto\f[R], and always use
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\f[C]--auto\f[R] with that file
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.IP \[bu] 2
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or assert the balance calculated without \f[C]--auto\f[R], and never use
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\f[C]--auto\f[R] with that file
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.IP \[bu] 2
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or avoid balance assertions on accounts affected by auto postings (or
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avoid auto postings entirely).
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.SS Assertions and precision
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.PP
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Balance assertions compare the exactly calculated amounts, which are not
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@ -7901,7 +7964,7 @@ See Rewriting accounts > Aliases and account types.
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.IP \[bu] 2
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As mentioned above, subaccounts will inherit a type from their parent
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account.
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To be precise, an account\[aq]s type is decided by the first of these
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More precisely, an account\[aq]s type is decided by the first of these
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that exists:
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.RS 2
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.IP "1." 3
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@ -8043,7 +8106,11 @@ alias checking = assets:bank:wells fargo:checking
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.SS Regex aliases
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.PP
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There is also a more powerful variant that uses a regular expression,
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indicated by the forward slashes:
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indicated by wrapping the pattern in forward slashes.
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(This is the only place where hledger requires forward slashes around a
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regular expression.)
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.PP
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Eg:
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.IP
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.nf
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\f[C]
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@ -8051,14 +8118,23 @@ alias /REGEX/ = REPLACEMENT
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\f[R]
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.fi
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.PP
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or \f[C]--alias \[aq]/REGEX/=REPLACEMENT\[aq]\f[R].
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or:
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.IP
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.nf
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\f[C]
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$ hledger --alias \[aq]/REGEX/=REPLACEMENT\[aq] ...
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\f[R]
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.fi
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.PP
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Any part of an account name matched by REGEX will be replaced by
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REPLACEMENT.
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REGEX is case-insensitive as usual.
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.PP
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If you need to match a forward slash, escape it with a backslash, eg
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\f[C]/\[rs]/=:\f[R].
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.PP
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REGEX is a case-insensitive regular expression.
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Anywhere it matches inside an account name, the matched part will be
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replaced by REPLACEMENT.
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If REGEX contains parenthesised match groups, these can be referenced by
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the usual numeric backreferences in REPLACEMENT.
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Eg:
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the usual backslash and number in REPLACEMENT:
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.IP
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.nf
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\f[C]
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@ -8067,8 +8143,8 @@ alias /\[ha](.+):bank:([\[ha]:]+):(.*)/ = \[rs]1:\[rs]2 \[rs]3
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\f[R]
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.fi
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.PP
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Also note that REPLACEMENT continues to the end of line (or on command
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line, to end of option argument), so it can contain trailing whitespace.
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REPLACEMENT continues to the end of line (or on command line, to end of
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option argument), so it can contain trailing whitespace.
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.SS Combining aliases
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.PP
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You can define as many aliases as you like, using journal directives
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@ -8328,11 +8404,23 @@ There is an additional constraint on the period expression: the start
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date must fall on a natural boundary of the interval.
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Eg \f[C]monthly from 2018/1/1\f[R] is valid, but
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\f[C]monthly from 2018/1/15\f[R] is not.
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.SS Periodic rules and relative dates
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.PP
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Partial or relative dates (M/D, D, tomorrow, last week) in the period
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expression can work (useful or not).
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They will be relative to today\[aq]s date, unless a Y default year
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directive is in effect, in which case they will be relative to Y/1/1.
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Partial or relative dates (like \f[C]12/31\f[R], \f[C]25\f[R],
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\f[C]tomorrow\f[R], \f[C]last week\f[R], \f[C]next quarter\f[R]) are
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usually not recommended in periodic rules, since the results will change
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as time passes.
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If used, they will be interpreted relative to, in order of preference:
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.IP "1." 3
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the first day of the default year specified by a recent \f[C]Y\f[R]
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directive
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.IP "2." 3
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or the date specified with \f[C]--today\f[R]
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.IP "3." 3
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or the date on which you are running the report.
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.PP
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They will not be affected at all by report period or forecast period
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dates.
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.SS Two spaces between period expression and description!
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.PP
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If the period expression is followed by a transaction description, these
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1077
hledger/hledger.info
1077
hledger/hledger.info
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1460
hledger/hledger.txt
1460
hledger/hledger.txt
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