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hledger-ui/hledger-ui.info
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@ -1,8 +1,7 @@
This is hledger-ui/hledger-ui.info, produced by makeinfo version 4.8 This is hledger-ui.info, produced by makeinfo version 6.7 from stdin.
from stdin.
 
File: hledger-ui.info, Node: Top, Up: (dir) File: hledger-ui.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-ui(1) hledger-ui(1)
************* *************
@ -10,8 +9,8 @@ hledger-ui(1)
hledger-ui is a terminal interface (TUI) for the hledger accounting hledger-ui is a terminal interface (TUI) for the hledger accounting
tool. This manual is for hledger-ui 1.21.99. tool. This manual is for hledger-ui 1.21.99.
`hledger-ui [OPTIONS] [QUERYARGS]' 'hledger-ui [OPTIONS] [QUERYARGS]'
`hledger ui -- [OPTIONS] [QUERYARGS]' 'hledger ui -- [OPTIONS] [QUERYARGS]'
hledger is a reliable, cross-platform set of programs for tracking hledger is a reliable, cross-platform set of programs for tracking
money, time, or any other commodity, using double-entry accounting and a money, time, or any other commodity, using double-entry accounting and a
@ -25,9 +24,9 @@ interface, and sometimes quicker and more convenient than the web
interface. interface.
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 Unlike hledger, hledger-ui hides all future-dated transactions by
@ -50,139 +49,142 @@ File: hledger-ui.info, Node: OPTIONS, Next: KEYS, Prev: Top, Up: Top
1 OPTIONS 1 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.
Any QUERYARGS are interpreted as a hledger search query which filters Any QUERYARGS are interpreted as a hledger search query which filters
the data. the data.
`--watch' '--watch'
watch for data and date changes and reload automatically watch for data and date changes and reload automatically
'--theme=default|terminal|greenterm'
`--theme=default|terminal|greenterm'
use this custom display theme use this custom display theme
'--register=ACCTREGEX'
`--register=ACCTREGEX'
start in the (first) matched account's register screen start in the (first) matched account's register screen
'--change'
`--change'
show period balances (changes) at startup instead of historical show period balances (changes) at startup instead of historical
balances balances
'-l --flat'
`-l --flat'
show accounts as a flat list (default) show accounts as a flat list (default)
'-t --tree'
`-t --tree'
show accounts as a tree show accounts as a tree
hledger input options: hledger input options:
`-f FILE --file=FILE' '-f FILE --file=FILE'
use a different input file. For stdin, use - (default: use a different input file. For stdin, use - (default:
`$LEDGER_FILE' or `$HOME/.hledger.journal') '$LEDGER_FILE' or '$HOME/.hledger.journal')
'--rules-file=RULESFILE'
`--rules-file=RULESFILE'
Conversion rules file to use when reading CSV (default: FILE.rules) Conversion rules file to use when reading CSV (default: FILE.rules)
'--separator=CHAR'
`--separator=CHAR'
Field separator to expect when reading CSV (default: ',') Field separator to expect when reading CSV (default: ',')
'--alias=OLD=NEW'
`--alias=OLD=NEW'
rename accounts named OLD to NEW rename accounts named OLD to NEW
'--anon'
`--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot FIELDNAME'
`--pivot FIELDNAME'
use some other field or tag for the account name use some other field or tag for the account name
'-I --ignore-assertions'
`-I --ignore-assertions'
disable balance assertion checks (note: does not disable balance disable balance assertion checks (note: does not disable balance
assignments) assignments)
'-s --strict'
`-s --strict'
do extra error checking (check that all posted accounts are do extra error checking (check that all posted accounts are
declared) declared)
hledger reporting options: hledger reporting options:
`-b --begin=DATE' '-b --begin=DATE'
include postings/txns on or after this date (will be adjusted to include postings/txns on or after this date (will be adjusted to
preceding subperiod start when using a report interval) preceding subperiod start when using a report interval)
'-e --end=DATE'
`-e --end=DATE'
include postings/txns before this date (will be adjusted to include postings/txns before this date (will be adjusted to
following subperiod end when using a report interval) following subperiod end when using a report interval)
'-D --daily'
`-D --daily'
multiperiod/multicolumn report by day multiperiod/multicolumn report by day
'-W --weekly'
`-W --weekly'
multiperiod/multicolumn report by week multiperiod/multicolumn report by week
'-M --monthly'
`-M --monthly'
multiperiod/multicolumn report by month multiperiod/multicolumn report by month
'-Q --quarterly'
`-Q --quarterly'
multiperiod/multicolumn report by quarter multiperiod/multicolumn report by quarter
'-Y --yearly'
`-Y --yearly'
multiperiod/multicolumn report by year multiperiod/multicolumn report by year
'-p --period=PERIODEXP'
`-p --period=PERIODEXP'
set start date, end date, and/or reporting interval all at once set start date, end date, and/or reporting interval all at once
using period expressions syntax using period expressions syntax
'--date2'
`--date2'
match the secondary date instead (see command help for other match the secondary date instead (see command help for other
effects) effects)
'-U --unmarked'
`-U --unmarked'
include only unmarked postings/txns (can combine with -P or -C) include only unmarked postings/txns (can combine with -P or -C)
'-P --pending'
`-P --pending'
include only pending postings/txns include only pending postings/txns
'-C --cleared'
`-C --cleared'
include only cleared postings/txns include only cleared postings/txns
'-R --real'
`-R --real'
include only non-virtual postings include only non-virtual postings
'-NUM --depth=NUM'
`-NUM --depth=NUM'
hide/aggregate accounts or postings more than NUM levels deep hide/aggregate accounts or postings more than NUM levels deep
'-E --empty'
`-E --empty'
show items with zero amount, normally hidden (and vice-versa in show items with zero amount, normally hidden (and vice-versa in
hledger-ui/hledger-web) hledger-ui/hledger-web)
'-B --cost'
`-B --cost'
convert amounts to their cost/selling amount at transaction time convert amounts to their cost/selling amount at transaction time
'-V --market'
`-V --market'
convert amounts to their market value in default valuation convert amounts to their market value in default valuation
commodities commodities
'-X --exchange=COMM'
`-X --exchange=COMM'
convert amounts to their market value in commodity COMM convert amounts to their market value in commodity COMM
'--value'
`--value'
convert amounts to cost or market value, more flexibly than convert amounts to cost or market value, more flexibly than
-B/-V/-X -B/-V/-X
'--infer-market-prices'
`--infer-market-prices'
use transaction prices (recorded with @ or @@) as additional market use transaction prices (recorded with @ or @@) as additional market
prices, as if they were P directives prices, as if they were P directives
'--auto'
`--auto'
apply automated posting rules to modify transactions. apply automated posting rules to modify transactions.
'--forecast'
`--forecast'
generate future transactions from periodic transaction rules, for generate future transactions from periodic transaction rules, for
the next 6 months or till report end date. In hledger-ui, also the next 6 months or till report end date. In hledger-ui, also
make ordinary future transactions visible. make ordinary future transactions visible.
'--color=WHEN (or --colour=WHEN)'
`--color=WHEN (or --colour=WHEN)'
Should color-supporting commands use ANSI color codes in text Should color-supporting commands use ANSI color codes in text
output. 'auto' (default): whenever stdout seems to be a output. 'auto' (default): whenever stdout seems to be a
color-supporting terminal. 'always' or 'yes': always, useful eg color-supporting terminal. 'always' or 'yes': always, useful eg
@ -196,24 +198,25 @@ the last one takes precedence.
hledger help options: hledger help options:
`-h --help' '-h --help'
show general or COMMAND help show general or COMMAND help
'--man'
`--man'
show general or COMMAND user manual with man show general or COMMAND user manual with man
'--info'
`--info'
show general or COMMAND user manual with info show general or COMMAND user manual with info
'--version'
`--version'
show general or ADDONCMD version show general or ADDONCMD version
'--debug[=N]'
`--debug[=N]'
show debug output (levels 1-9, default: 1) show debug output (levels 1-9, default: 1)
A @FILE argument will be expanded to the contents of FILE, which A @FILE argument will be expanded to the contents of FILE, which
should contain one command line option/argument per line. (To prevent should contain one command line option/argument per line. (To prevent
this, insert a `--' argument before.) this, insert a '--' argument before.)
 
File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top
@ -221,15 +224,15 @@ File: hledger-ui.info, Node: KEYS, Next: SCREENS, Prev: OPTIONS, Up: Top
2 KEYS 2 KEYS
****** ******
`?' shows a help dialog listing all keys. (Some of these also appear in '?' shows a help dialog listing all keys. (Some of these also appear in
the quick help at the bottom of each screen.) Press `?' again (or the quick help at the bottom of each screen.) Press '?' again (or
`ESCAPE', or `LEFT', or `q') to close it. The following keys work on 'ESCAPE', or 'LEFT', or 'q') to close it. The following keys work on
most screens: most screens:
The cursor keys navigate: `right' (or `enter') goes deeper, `left' The cursor keys navigate: 'right' (or 'enter') goes deeper, 'left'
returns to the previous screen, `up'/`down'/`page up'/`page returns to the previous screen, 'up'/'down'/'page up'/'page
down'/`home'/`end' move up and down through lists. Emacs-style down'/'home'/'end' move up and down through lists. Emacs-style
(`ctrl-p'/`ctrl-n'/`ctrl-f'/`ctrl-b') movement keys are also supported ('ctrl-p'/'ctrl-n'/'ctrl-f'/'ctrl-b') movement keys are also supported
(but not vi-style keys, since hledger-1.19, sorry!). A tip: movement (but not vi-style keys, since hledger-1.19, sorry!). A tip: movement
speed is limited by your keyboard repeat rate, to move faster you may speed is limited by your keyboard repeat rate, to move faster you may
want to adjust it. (If you're on a mac, the karabiner app is one way to want to adjust it. (If you're on a mac, the karabiner app is one way to
@ -237,78 +240,78 @@ do that.)
With shift pressed, the cursor keys adjust the report period, With shift pressed, the cursor keys adjust the report period,
limiting the transactions to be shown (by default, all are shown). limiting the transactions to be shown (by default, all are shown).
`shift-down/up' steps downward and upward through these standard report 'shift-down/up' steps downward and upward through these standard report
period durations: year, quarter, month, week, day. Then, period durations: year, quarter, month, week, day. Then,
`shift-left/right' moves to the previous/next period. `T' sets the 'shift-left/right' moves to the previous/next period. 'T' sets the
report period to today. With the `--watch' option, when viewing a report period to today. With the '--watch' option, when viewing a
"current" period (the current day, week, month, quarter, or year), the "current" period (the current day, week, month, quarter, or year), the
period will move automatically to track the current date. To set a period will move automatically to track the current date. To set a
non-standard period, you can use `/' and a `date:' query. non-standard period, you can use '/' and a 'date:' query.
`/' lets you set a general filter query limiting the data shown, '/' lets you set a general filter query limiting the data shown,
using the same query terms as in hledger and hledger-web. While editing using the same query terms as in hledger and hledger-web. While editing
the query, you can use CTRL-a/e/d/k, BS, cursor keys; press `ENTER' to the query, you can use CTRL-a/e/d/k, BS, cursor keys; press 'ENTER' to
set it, or `ESCAPE'to cancel. There are also keys for quickly adjusting set it, or 'ESCAPE'to cancel. There are also keys for quickly adjusting
some common filters like account depth and transaction status (see 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, by default hledger-ui hides future transactions - As mentioned above, by default hledger-ui hides future transactions -
both ordinary transactions recorded in the journal, and periodic both ordinary transactions recorded in the journal, and periodic
transactions generated by rule. `F' toggles forecast mode, in which transactions generated by rule. 'F' toggles forecast mode, in which
future/forecasted transactions are shown. future/forecasted transactions are shown.
`ESCAPE' resets the UI state and jumps back to the top screen, 'ESCAPE' resets the UI state and jumps back to the top screen,
restoring the app's initial state at startup. Or, it cancels minibuffer restoring the app's initial state at startup. Or, it cancels minibuffer
data entry or the help dialog. data entry or the help dialog.
`CTRL-l' redraws the screen and centers the selection if possible 'CTRL-l' redraws the screen and centers the selection if possible
(selections near the top won't be centered, since we don't scroll above (selections near the top won't be centered, since we don't scroll above
the top). the top).
`g' reloads from the data file(s) and updates the current screen and 'g' reloads from the data file(s) and updates the current screen and
any previous screens. (With large files, this could cause a noticeable any previous screens. (With large files, this could cause a noticeable
pause.) pause.)
`I' toggles balance assertion checking. Disabling balance assertions 'I' toggles balance assertion checking. Disabling balance assertions
temporarily can be useful for troubleshooting. temporarily can be useful for troubleshooting.
`a' runs command-line hledger's add command, and reloads the updated 'a' runs command-line hledger's add command, and reloads the updated
file. This allows some basic data entry. file. This allows some basic data entry.
`A' is like `a', but runs the hledger-iadd tool, which provides a 'A' is like 'a', but runs the hledger-iadd tool, which provides a
terminal interface. This key will be available if `hledger-iadd' is terminal interface. This key will be available if 'hledger-iadd' is
installed in $path. installed in $path.
`E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (`emacsclient 'E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default ('emacsclient
-a "" -nw') on the journal file. With some editors (emacs, vi), the -a "" -nw') on the journal file. With some editors (emacs, vi), the
cursor will be positioned at the current transaction when invoked from cursor will be positioned at the current transaction when invoked from
the register and transaction screens, and at the error location (if the register and transaction screens, and at the error location (if
possible) when invoked from the error screen. possible) when invoked from the error screen.
`B' toggles cost mode, showing amounts in their transaction price's 'B' toggles cost mode, showing amounts in their transaction price's
commodity (like toggling the `-B/--cost' flag). commodity (like toggling the '-B/--cost' flag).
`V' toggles value mode, showing amounts' current market value in 'V' toggles value mode, showing amounts' current market value in
their default valuation commodity (like toggling the `-V/--market' their default valuation commodity (like toggling the '-V/--market'
flag). Note, "current market value" means the value on the report end flag). Note, "current market value" means the value on the report end
date if specified, otherwise today. To see the value on another date, date if specified, otherwise today. To see the value on another date,
you can temporarily set that as the report end date. Eg: to see a you can temporarily set that as the report end date. Eg: to see a
transaction as it was valued on july 30, go to the accounts or register transaction as it was valued on july 30, go to the accounts or register
screen, press `/', and add `date:-7/30' to the query. screen, press '/', and add 'date:-7/30' to the query.
At most one of cost or value mode can be active at once. At most one of cost or value mode can be active at once.
There's not yet any visual reminder when cost or value mode is There's not yet any visual reminder when cost or value mode is
active; for now pressing `b' `b' `v' should reliably reset to normal active; for now pressing 'b' 'b' 'v' should reliably reset to normal
mode. mode.
With `--watch' active, if you save an edit to the journal file while With '--watch' active, if you save an edit to the journal file while
viewing the transaction screen in cost or value mode, the `B'/`V' keys viewing the transaction screen in cost or value mode, the 'B'/'V' keys
will stop working. To work around, press `g' to force a manual reload, will stop working. To work around, press 'g' to force a manual reload,
or exit the transaction screen. or exit the transaction screen.
`q' quits the application. 'q' quits the application.
Additional screen-specific keys are described below. Additional screen-specific keys are described below.
@ -331,47 +334,48 @@ File: hledger-ui.info, Node: Accounts screen, Next: Register screen, Up: SCRE
3.1 Accounts screen 3.1 Accounts screen
=================== ===================
This is normally the first screen displayed. It lists accounts and their This is normally the first screen displayed. It lists accounts and
balances, like hledger's balance command. By default, it shows all their balances, like hledger's balance command. By default, it shows
accounts and their latest ending balances (including the balances of all accounts and their latest ending balances (including the balances of
subaccounts). If you specify a query on the command line, it shows just subaccounts). If you specify a query on the command line, it shows just
the matched accounts and the balances from matched transactions. the matched accounts and the balances from matched transactions.
Account names are shown as a flat list by default; press `t' to Account names are shown as a flat list by default; press 't' to
toggle tree mode. In list mode, account balances are exclusive of toggle tree mode. In list mode, account balances are exclusive of
subaccounts, except where subaccounts are hidden by a depth limit (see subaccounts, except where subaccounts are hidden by a depth limit (see
below). In tree mode, all account balances are inclusive of subaccounts. below). In tree mode, all account balances are inclusive of
subaccounts.
To see less detail, press a number key, `1' to `9', to set a depth To see less detail, press a number key, '1' to '9', to set a depth
limit. Or use `-' to decrease and `+'/`=' to increase the depth limit. limit. Or use '-' to decrease and '+'/'=' to increase the depth limit.
`0' shows even less detail, collapsing all accounts to a single total. '0' shows even less detail, collapsing all accounts to a single total.
To remove the depth limit, set it higher than the maximum account To remove the depth limit, set it higher than the maximum account depth,
depth, or press `ESCAPE'. or press 'ESCAPE'.
`H' toggles between showing historical balances or period balances. 'H' toggles between showing historical balances or period balances.
Historical balances (the default) are ending balances at the end of the Historical balances (the default) are ending balances at the end of the
report period, taking into account all transactions before that date report period, taking into account all transactions before that date
(filtered by the filter query if any), including transactions before the (filtered by the filter query if any), including transactions before the
start of the report period. In other words, historical balances are what start of the report period. In other words, historical balances are
you would see on a bank statement for that account (unless disturbed by what you would see on a bank statement for that account (unless
a filter query). Period balances ignore transactions before the report disturbed by a filter query). Period balances ignore transactions
start date, so they show the change in balance during the report period. before the report start date, so they show the change in balance during
They are more useful eg when viewing a time log. the report period. They are more useful eg when viewing a time log.
`U' toggles filtering by unmarked status, including or excluding 'U' toggles filtering by unmarked status, including or excluding
unmarked postings in the balances. Similarly, `P' toggles pending unmarked postings in the balances. Similarly, 'P' toggles pending
postings, and `C' toggles cleared postings. (By default, balances postings, and 'C' toggles cleared postings. (By default, balances
include all postings; if you activate one or two status filters, only include all postings; if you activate one or two status filters, only
those postings are included; and if you activate all three, the filter those postings are included; and if you activate all three, the filter
is removed.) is removed.)
`R' toggles real mode, in which virtual postings are ignored. 'R' toggles real mode, in which virtual postings are ignored.
`Z' toggles nonzero mode, in which only accounts with nonzero 'Z' toggles nonzero mode, in which only accounts with nonzero
balances are shown (hledger-ui shows zero items by default, unlike balances are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
Press `right' or `enter' to view an account's transactions register. Press 'right' or 'enter' to view an account's transactions register.
 
File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS File: hledger-ui.info, Node: Register screen, Next: Transaction screen, Prev: Accounts screen, Up: SCREENS
@ -383,43 +387,41 @@ This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows: a check register. Each line represents one transaction and shows:
* the other account(s) involved, in abbreviated form. (If there are * the other account(s) involved, in abbreviated form. (If there are
both real and virtual postings, it shows only the accounts both real and virtual postings, it shows only the accounts affected
affected by real postings.) by real postings.)
* the overall change to the current account's balance; positive for * the overall change to the current account's balance; positive for
an inflow to this account, negative for an outflow. an inflow to this account, negative for an outflow.
* the running historical total or period total for the current * the running historical total or period total for the current
account, after the transaction. This can be toggled with `H'. account, after the transaction. This can be toggled with 'H'.
Similar to the accounts screen, the historical total is affected Similar to the accounts screen, the historical total is affected by
by transactions (filtered by the filter query) before the report transactions (filtered by the filter query) before the report start
start date, while the period total is not. If the historical total date, while the period total is not. If the historical total is
is not disturbed by a filter query, it will be the running not disturbed by a filter query, it will be the running historical
historical balance you would see on a bank register for the balance you would see on a bank register for the current account.
current account.
Transactions affecting this account's subaccounts will be included in Transactions affecting this account's subaccounts will be included in
the register if the accounts screen is in tree mode, or if it's in list the register if the accounts screen is in tree mode, or if it's in list
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. Tree mode/list contributing to the balance shown on the accounts screen. Tree
mode can be toggled with `t' here also. mode/list 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'
toggles cleared transactions. (By default, transactions with all toggles cleared transactions. (By default, transactions with all
statuses are shown; if you activate one or two status filters, only statuses are shown; if you activate one or two status filters, only
those transactions are shown; and if you activate all three, the filter those transactions are shown; and if you activate all three, the filter
is removed.) is removed.)
`R' toggles real mode, in which virtual postings are ignored. 'R' toggles real mode, in which virtual postings are ignored.
`Z' toggles nonzero mode, in which only transactions posting a 'Z' toggles nonzero mode, in which only transactions posting a
nonzero change are shown (hledger-ui shows zero items by default, unlike nonzero change are shown (hledger-ui shows zero items by default, unlike
command-line hledger). command-line hledger).
Press `right' (or `enter') to view the selected transaction in Press 'right' (or 'enter') to view the selected transaction in
detail. detail.
 
@ -437,7 +439,7 @@ description, comments, along with all of its account postings are shown.
Simple transactions have two postings, but there can be more (or in Simple transactions have two postings, but there can be more (or in
certain cases, fewer). certain cases, fewer).
`up' and `down' will step through all transactions listed in the 'up' and 'down' will step through all transactions listed in the
previous account register screen. In the title bar, the numbers in previous account register screen. In the title bar, the numbers in
parentheses show your position within that account register. They will parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most vary depending on which account register you came from (remember most
@ -465,26 +467,25 @@ File: hledger-ui.info, Node: ENVIRONMENT, Next: FILES, Prev: SCREENS, Up: To
*COLUMNS* The screen width to use. Default: the full terminal width. *COLUMNS* The screen width to use. Default: the full terminal width.
*LEDGER_FILE* The journal file path when not specified with `-f'. *LEDGER_FILE* The journal file path when not specified with '-f'.
Default: `~/.hledger.journal' (on windows, perhaps Default: '~/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
A typical value is `~/DIR/YYYY.journal', where DIR is a A typical value is '~/DIR/YYYY.journal', where DIR is a
version-controlled finance directory and YYYY is the current year. Or version-controlled finance directory and YYYY is the current year. Or
`~/DIR/current.journal', where current.journal is a symbolic link to '~/DIR/current.journal', where current.journal is a symbolic link to
YYYY.journal. YYYY.journal.
On Mac computers, you can set this and other environment variables On Mac computers, you can set this and other environment variables in
in a more thorough way that also affects applications started from the a more thorough way that also affects applications started from the GUI
GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a (say, an Emacs dock icon). Eg on MacOS Catalina I have a
`~/.MacOSX/environment.plist' file containing '~/.MacOSX/environment.plist' file containing
{ {
"LEDGER_FILE" : "~/finance/current.journal" "LEDGER_FILE" : "~/finance/current.journal"
} }
To see the effect you may need to `killall Dock', or reboot. To see the effect you may need to 'killall Dock', or reboot.
 
File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
@ -493,9 +494,9 @@ File: hledger-ui.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
******* *******
Reads data from one or more files in hledger journal, timeclock, Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f', or `$LEDGER_FILE', or timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
`$HOME/.hledger.journal' (on windows, perhaps '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
 
File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top
@ -503,18 +504,18 @@ File: hledger-ui.info, Node: BUGS, Prev: FILES, Up: Top
6 BUGS 6 BUGS
****** ******
The need to precede options with `--' when invoked from hledger is The need to precede options with '--' when invoked from hledger is
awkward. awkward.
`-f-' doesn't work (hledger-ui can't read from stdin). '-f-' doesn't work (hledger-ui can't read from stdin).
`-V' affects only the accounts screen. '-V' affects only the accounts screen.
When you press `g', the current and all previous screens are When you press 'g', the current and all previous screens are
regenerated, which may cause a noticeable pause with large files. Also regenerated, which may cause a noticeable pause with large files. Also
there is no visual indication that this is in progress. there is no visual indication that this is in progress.
`--watch' is not yet fully robust. It works well for normal usage, '--watch' is not yet fully robust. It works well for normal usage,
but many file changes in a short time (eg saving the file thousands of but many file changes in a short time (eg saving the file thousands of
times with an editor macro) can cause problems at least on OSX. Symptoms times with an editor macro) can cause problems at least on OSX. Symptoms
include: unresponsive UI, periodic resetting of the cursor position, include: unresponsive UI, periodic resetting of the cursor position,
@ -523,31 +524,30 @@ and possibly a small but persistent build-up of CPU usage until the
program is restarted. program is restarted.
Also, if you are viewing files mounted from another machine, Also, if you are viewing files mounted from another machine,
`--watch' requires that both machine clocks are roughly in step. '--watch' requires that both machine clocks are roughly in step.
 
Tag Table: Tag Table:
Node: Top82 Node: Top71
Node: OPTIONS1478 Node: OPTIONS1488
Ref: #options1575 Ref: #options1585
Node: KEYS5970 Node: KEYS5986
Ref: #keys6065 Ref: #keys6081
Node: SCREENS10361 Node: SCREENS10400
Ref: #screens10466 Ref: #screens10505
Node: Accounts screen10556 Node: Accounts screen10595
Ref: #accounts-screen10684 Ref: #accounts-screen10723
Node: Register screen12888 Node: Register screen12938
Ref: #register-screen13043 Ref: #register-screen13093
Node: Transaction screen15038 Node: Transaction screen15090
Ref: #transaction-screen15196 Ref: #transaction-screen15248
Node: Error screen16063 Node: Error screen16118
Ref: #error-screen16185 Ref: #error-screen16240
Node: ENVIRONMENT16427 Node: ENVIRONMENT16484
Ref: #environment16541 Ref: #environment16598
Node: FILES17346 Node: FILES17405
Ref: #files17445 Ref: #files17504
Node: BUGS17658 Node: BUGS17717
Ref: #bugs17735 Ref: #bugs17794
 
End Tag Table End Tag Table

290
hledger-web/hledger-web.info
View File

@ -1,8 +1,7 @@
This is hledger-web/hledger-web.info, produced by makeinfo version 4.8 This is hledger-web.info, produced by makeinfo version 6.7 from stdin.
from stdin.
 
File: hledger-web.info, Node: Top, Up: (dir) File: hledger-web.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-web(1) hledger-web(1)
************** **************
@ -10,8 +9,8 @@ hledger-web(1)
hledger-web is a web interface (WUI) for the hledger accounting tool. hledger-web is a web interface (WUI) for the hledger accounting tool.
This manual is for hledger-web 1.21.99. This manual is for hledger-web 1.21.99.
`hledger-web [OPTIONS]' 'hledger-web [OPTIONS]'
`hledger web -- [OPTIONS]' 'hledger web -- [OPTIONS]'
hledger is a reliable, cross-platform set of programs for tracking hledger is a reliable, cross-platform set of programs for tracking
money, time, or any other commodity, using double-entry accounting and a money, time, or any other commodity, using double-entry accounting and a
@ -20,21 +19,22 @@ compatible with ledger(1).
hledger-web is hledger's web interface. It starts a simple web hledger-web is hledger's web interface. It starts a simple web
application for browsing and adding transactions, and optionally opens application for browsing and adding transactions, and optionally opens
it in a web browser window if possible. It provides a more user-friendly it in a web browser window if possible. It provides a more
UI than the hledger CLI or hledger-ui interface, showing more at once user-friendly UI than the hledger CLI or hledger-ui interface, showing
(accounts, the current account register, balance charts) and allowing more at once (accounts, the current account register, balance charts)
history-aware data entry, interactive searching, and bookmarking. and allowing history-aware data entry, interactive searching, and
bookmarking.
hledger-web also lets you share a ledger with multiple users, or even hledger-web also lets you share a ledger with multiple users, or even
the public web. There is no access control, so if you need that you the public web. There is no access control, so if you need that you
should put it behind a suitable web proxy. As a small protection against should put it behind a suitable web proxy. As a small protection
data loss when running an unprotected instance, it writes a numbered against data loss when running an unprotected instance, it writes a
backup of the main journal file (only ?) on every edit. numbered backup of the main journal file (only ?) on every edit.
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).
* Menu: * Menu:
@ -57,158 +57,161 @@ Command-line options and arguments may be used to set an initial filter
on the data. These filter options are not shown in the web UI, but it on the data. These filter options are not shown in the web UI, but it
will be applied in addition to any search query entered there. will be applied in addition to any search query entered there.
Note: if invoking hledger-web as a hledger subcommand, write `--' Note: if invoking hledger-web as a hledger subcommand, write '--'
before options, as shown in the synopsis above. before options, as shown in the synopsis above.
`--serve' '--serve'
serve and log requests, don't browse or auto-exit
serve and log requests, don't browse or auto-exit
'--serve-api'
`--serve-api'
like -serve, but serve only the JSON web API, without the like -serve, but serve only the JSON web API, without the
server-side web UI server-side web UI
'--host=IPADDR'
`--host=IPADDR'
listen on this IP address (default: 127.0.0.1) listen on this IP address (default: 127.0.0.1)
'--port=PORT'
`--port=PORT'
listen on this TCP port (default: 5000) listen on this TCP port (default: 5000)
'--socket=SOCKETFILE'
`--socket=SOCKETFILE'
use a unix domain socket file to listen for requests instead of a use a unix domain socket file to listen for requests instead of a
TCP socket. Implies `--serve'. It can only be used if the operating TCP socket. Implies '--serve'. It can only be used if the
system can provide this type of socket. operating system can provide this type of socket.
'--base-url=URL'
`--base-url=URL'
set the base url (default: http://IPADDR:PORT). You would change set the base url (default: http://IPADDR:PORT). You would change
this when sharing over the network, or integrating within a larger this when sharing over the network, or integrating within a larger
website. website.
'--file-url=URL'
`--file-url=URL'
set the static files url (default: BASEURL/static). hledger-web set the static files url (default: BASEURL/static). hledger-web
normally serves static files itself, but if you wanted to serve normally serves static files itself, but if you wanted to serve
them from another server for efficiency, you would set the url them from another server for efficiency, you would set the url with
with this. this.
'--capabilities=CAP[,CAP..]'
`--capabilities=CAP[,CAP..]'
enable the view, add, and/or manage capabilities (default: enable the view, add, and/or manage capabilities (default:
view,add) view,add)
'--capabilities-header=HTTPHEADER'
`--capabilities-header=HTTPHEADER'
read capabilities to enable from a HTTP header, like read capabilities to enable from a HTTP header, like
X-Sandstorm-Permissions (default: disabled) X-Sandstorm-Permissions (default: disabled)
'--test'
`--test'
run hledger-web's tests and exit. hspec test runner args may run hledger-web's tests and exit. hspec test runner args may
follow a -, eg: hledger-web -test - -help follow a -, eg: hledger-web -test - -help
hledger input options: hledger input options:
`-f FILE --file=FILE' '-f FILE --file=FILE'
use a different input file. For stdin, use - (default: use a different input file. For stdin, use - (default:
`$LEDGER_FILE' or `$HOME/.hledger.journal') '$LEDGER_FILE' or '$HOME/.hledger.journal')
'--rules-file=RULESFILE'
`--rules-file=RULESFILE'
Conversion rules file to use when reading CSV (default: FILE.rules) Conversion rules file to use when reading CSV (default: FILE.rules)
'--separator=CHAR'
`--separator=CHAR'
Field separator to expect when reading CSV (default: ',') Field separator to expect when reading CSV (default: ',')
'--alias=OLD=NEW'
`--alias=OLD=NEW'
rename accounts named OLD to NEW rename accounts named OLD to NEW
'--anon'
`--anon'
anonymize accounts and payees anonymize accounts and payees
'--pivot FIELDNAME'
`--pivot FIELDNAME'
use some other field or tag for the account name use some other field or tag for the account name
'-I --ignore-assertions'
`-I --ignore-assertions'
disable balance assertion checks (note: does not disable balance disable balance assertion checks (note: does not disable balance
assignments) assignments)
'-s --strict'
`-s --strict'
do extra error checking (check that all posted accounts are do extra error checking (check that all posted accounts are
declared) declared)
hledger reporting options: hledger reporting options:
`-b --begin=DATE' '-b --begin=DATE'
include postings/txns on or after this date (will be adjusted to include postings/txns on or after this date (will be adjusted to
preceding subperiod start when using a report interval) preceding subperiod start when using a report interval)
'-e --end=DATE'
`-e --end=DATE'
include postings/txns before this date (will be adjusted to include postings/txns before this date (will be adjusted to
following subperiod end when using a report interval) following subperiod end when using a report interval)
'-D --daily'
`-D --daily'
multiperiod/multicolumn report by day multiperiod/multicolumn report by day
'-W --weekly'
`-W --weekly'
multiperiod/multicolumn report by week multiperiod/multicolumn report by week
'-M --monthly'
`-M --monthly'
multiperiod/multicolumn report by month multiperiod/multicolumn report by month
'-Q --quarterly'
`-Q --quarterly'
multiperiod/multicolumn report by quarter multiperiod/multicolumn report by quarter
'-Y --yearly'
`-Y --yearly'
multiperiod/multicolumn report by year multiperiod/multicolumn report by year
'-p --period=PERIODEXP'
`-p --period=PERIODEXP'
set start date, end date, and/or reporting interval all at once set start date, end date, and/or reporting interval all at once
using period expressions syntax using period expressions syntax
'--date2'
`--date2'
match the secondary date instead (see command help for other match the secondary date instead (see command help for other
effects) effects)
'-U --unmarked'
`-U --unmarked'
include only unmarked postings/txns (can combine with -P or -C) include only unmarked postings/txns (can combine with -P or -C)
'-P --pending'
`-P --pending'
include only pending postings/txns include only pending postings/txns
'-C --cleared'
`-C --cleared'
include only cleared postings/txns include only cleared postings/txns
'-R --real'
`-R --real'
include only non-virtual postings include only non-virtual postings
'-NUM --depth=NUM'
`-NUM --depth=NUM'
hide/aggregate accounts or postings more than NUM levels deep hide/aggregate accounts or postings more than NUM levels deep
'-E --empty'
`-E --empty'
show items with zero amount, normally hidden (and vice-versa in show items with zero amount, normally hidden (and vice-versa in
hledger-ui/hledger-web) hledger-ui/hledger-web)
'-B --cost'
`-B --cost'
convert amounts to their cost/selling amount at transaction time convert amounts to their cost/selling amount at transaction time
'-V --market'
`-V --market'
convert amounts to their market value in default valuation convert amounts to their market value in default valuation
commodities commodities
'-X --exchange=COMM'
`-X --exchange=COMM'
convert amounts to their market value in commodity COMM convert amounts to their market value in commodity COMM
'--value'
`--value'
convert amounts to cost or market value, more flexibly than convert amounts to cost or market value, more flexibly than
-B/-V/-X -B/-V/-X
'--infer-market-prices'
`--infer-market-prices'
use transaction prices (recorded with @ or @@) as additional market use transaction prices (recorded with @ or @@) as additional market
prices, as if they were P directives prices, as if they were P directives
'--auto'
`--auto'
apply automated posting rules to modify transactions. apply automated posting rules to modify transactions.
'--forecast'
`--forecast'
generate future transactions from periodic transaction rules, for generate future transactions from periodic transaction rules, for
the next 6 months or till report end date. In hledger-ui, also the next 6 months or till report end date. In hledger-ui, also
make ordinary future transactions visible. make ordinary future transactions visible.
'--color=WHEN (or --colour=WHEN)'
`--color=WHEN (or --colour=WHEN)'
Should color-supporting commands use ANSI color codes in text Should color-supporting commands use ANSI color codes in text
output. 'auto' (default): whenever stdout seems to be a output. 'auto' (default): whenever stdout seems to be a
color-supporting terminal. 'always' or 'yes': always, useful eg color-supporting terminal. 'always' or 'yes': always, useful eg
@ -222,62 +225,62 @@ the last one takes precedence.
hledger help options: hledger help options:
`-h --help' '-h --help'
show general or COMMAND help show general or COMMAND help
'--man'
`--man'
show general or COMMAND user manual with man show general or COMMAND user manual with man
'--info'
`--info'
show general or COMMAND user manual with info show general or COMMAND user manual with info
'--version'
`--version'
show general or ADDONCMD version show general or ADDONCMD version
'--debug[=N]'
`--debug[=N]'
show debug output (levels 1-9, default: 1) show debug output (levels 1-9, default: 1)
A @FILE argument will be expanded to the contents of FILE, which A @FILE argument will be expanded to the contents of FILE, which
should contain one command line option/argument per line. (To prevent should contain one command line option/argument per line. (To prevent
this, insert a `--' argument before.) this, insert a '--' argument before.)
By default, hledger-web starts the web app in "transient mode" and By default, hledger-web starts the web app in "transient mode" and
also opens it in your default web browser if possible. In this mode the also opens it in your default web browser if possible. In this mode the
web app will keep running for as long as you have it open in a browser web app will keep running for as long as you have it open in a browser
window, and will exit after two minutes of inactivity (no requests and window, and will exit after two minutes of inactivity (no requests and
no browser windows viewing it). With `--serve', it just runs the web no browser windows viewing it). With '--serve', it just runs the web
app without exiting, and logs requests to the console. With app without exiting, and logs requests to the console. With
`--serve-api', only the JSON web api (see below) is served, with the '--serve-api', only the JSON web api (see below) is served, with the
usual HTML server-side web UI disabled. usual HTML server-side web UI disabled.
By default the server listens on IP address 127.0.0.1, accessible By default the server listens on IP address 127.0.0.1, accessible
only to local requests. You can use `--host' to change this, eg `--host only to local requests. You can use '--host' to change this, eg '--host
0.0.0.0' to listen on all configured addresses. 0.0.0.0' to listen on all configured addresses.
Similarly, use `--port' to set a TCP port other than 5000, eg if you Similarly, use '--port' to set a TCP port other than 5000, eg if you
are running multiple hledger-web instances. are running multiple hledger-web instances.
Both of these options are ignored when `--socket' is used. In this Both of these options are ignored when '--socket' is used. In this
case, it creates an `AF_UNIX' socket file at the supplied path and uses case, it creates an 'AF_UNIX' socket file at the supplied path and uses
that for communication. This is an alternative way of running multiple that for communication. This is an alternative way of running multiple
hledger-web instances behind a reverse proxy that handles hledger-web instances behind a reverse proxy that handles authentication
authentication for different users. The path can be derived in a for different users. The path can be derived in a predictable way, eg
predictable way, eg by using the username within the path. As an by using the username within the path. As an example, 'nginx' as
example, `nginx' as reverse proxy can use the variable `$remote_user' reverse proxy can use the variable '$remote_user' to derive a path from
to derive a path from the username used in a HTTP basic authentication. the username used in a HTTP basic authentication. The following
The following `proxy_pass' directive allows access to all `hledger-web' 'proxy_pass' directive allows access to all 'hledger-web' instances that
instances that created a socket in `/tmp/hledger/': created a socket in '/tmp/hledger/':
proxy_pass http://unix:/tmp/hledger/${remote_user}.socket; proxy_pass http://unix:/tmp/hledger/${remote_user}.socket;
You can use `--base-url' to change the protocol, hostname, port and You can use '--base-url' to change the protocol, hostname, port and
path that appear in hyperlinks, useful eg for integrating hledger-web path that appear in hyperlinks, useful eg for integrating hledger-web
within a larger website. The default is `http://HOST:PORT/' using the within a larger website. The default is 'http://HOST:PORT/' using the
server's configured host address and TCP port (or `http://HOST' if PORT server's configured host address and TCP port (or 'http://HOST' if PORT
is 80). is 80).
With `--file-url' you can set a different base url for static files, With '--file-url' you can set a different base url for static files,
eg for better caching or cookie-less serving on high performance eg for better caching or cookie-less serving on high performance
websites. websites.
@ -292,29 +295,25 @@ journal and to add new transactions, but not to change existing data.
You can restrict who can reach it by You can restrict who can reach it by
* setting the IP address it listens on (see `--host' above). By * setting the IP address it listens on (see '--host' above). By
default it listens on 127.0.0.1, accessible to all users on the default it listens on 127.0.0.1, accessible to all users on the
local machine. local machine.
* putting it behind an authenticating proxy, using eg apache or nginx * putting it behind an authenticating proxy, using eg apache or nginx
* custom firewall rules * custom firewall rules
You can restrict what the users who reach it can do, by You can restrict what the users who reach it can do, by
* using the `--capabilities=CAP[,CAP..]' flag when you start it, * using the '--capabilities=CAP[,CAP..]' flag when you start it,
enabling one or more of the following capabilities. The default enabling one or more of the following capabilities. The default
value is `view,add': value is 'view,add':
* `view' - allows viewing the journal file and all included * 'view' - allows viewing the journal file and all included
files files
* 'add' - allows adding new transactions to the main journal
* `add' - allows adding new transactions to the main journal
file file
* 'manage' - allows editing, uploading or downloading the main
* `manage' - allows editing, uploading or downloading the main
or included files or included files
* using the `--capabilities-header=HTTPHEADER' flag to specify a HTTP * using the '--capabilities-header=HTTPHEADER' flag to specify a HTTP
header from which it will read capabilities to enable. hledger-web header from which it will read capabilities to enable. hledger-web
on Sandstorm uses the X-Sandstorm-Permissions header to integrate on Sandstorm uses the X-Sandstorm-Permissions header to integrate
with Sandstorm's permissions. This is disabled by default. with Sandstorm's permissions. This is disabled by default.
@ -325,7 +324,7 @@ File: hledger-web.info, Node: EDITING UPLOADING DOWNLOADING, Next: RELOADING,
3 EDITING, UPLOADING, DOWNLOADING 3 EDITING, UPLOADING, DOWNLOADING
********************************* *********************************
If you enable the `manage' capability mentioned above, you'll see a new If you enable the 'manage' capability mentioned above, you'll see a new
"spanner" button to the right of the search form. Clicking this will "spanner" button to the right of the search form. Clicking this will
let you edit, upload, or download the journal file or any files it let you edit, upload, or download the journal file or any files it
includes. includes.
@ -366,15 +365,13 @@ File: hledger-web.info, Node: JSON API, Next: ENVIRONMENT, Prev: RELOADING,
In addition to the web UI, hledger-web also serves a JSON API that can In addition to the web UI, hledger-web also serves a JSON API that can
be used to get data or add new transactions. If you want the JSON API be used to get data or add new transactions. If you want the JSON API
only, you can use the `--serve-api' flag. Eg: only, you can use the '--serve-api' flag. Eg:
$ hledger-web -f examples/sample.journal --serve-api $ hledger-web -f examples/sample.journal --serve-api
... ...
You can get JSON data from these routes: You can get JSON data from these routes:
/version /version
/accountnames /accountnames
/transactions /transactions
@ -387,7 +384,6 @@ $ hledger-web -f examples/sample.journal --serve-api
command). (hledger-web's JSON does not include newlines, here we use command). (hledger-web's JSON does not include newlines, here we use
python to prettify it): python to prettify it):
$ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool $ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
[ [
"assets", "assets",
@ -407,7 +403,6 @@ $ curl -s http://127.0.0.1:5000/accountnames | python -m json.tool
Or all transactions: Or all transactions:
$ curl -s http://127.0.0.1:5000/transactions | python -m json.tool $ curl -s http://127.0.0.1:5000/transactions | python -m json.tool
[ [
{ {
@ -433,21 +428,20 @@ on the various data types, eg Transaction. And for a higher level
understanding, see the journal manual. understanding, see the journal manual.
In some cases there is outer JSON corresponding to a "Report" type. In some cases there is outer JSON corresponding to a "Report" type.
To understand that, go to the Hledger.Web.Handler.MiscR haddock and To understand that, go to the Hledger.Web.Handler.MiscR haddock and look
look at the source for the appropriate handler to see what it returns. at the source for the appropriate handler to see what it returns. Eg
Eg for `/accounttransactions' it's getAccounttransactionsR, returning a for '/accounttransactions' it's getAccounttransactionsR, returning a
"`accountTransactionsReport ...'". Looking up the haddock for that we "'accountTransactionsReport ...'". Looking up the haddock for that we
can see that /accounttransactions returns an AccountTransactionsReport, can see that /accounttransactions returns an AccountTransactionsReport,
which consists of a report title and a list of which consists of a report title and a list of
AccountTransactionsReportItem (etc). AccountTransactionsReportItem (etc).
You can add a new transaction to the journal with a PUT request to You can add a new transaction to the journal with a PUT request to
`/add', if hledger-web was started with the `add' capability (enabled '/add', if hledger-web was started with the 'add' capability (enabled by
by default). The payload must be the full, exact JSON representation of default). The payload must be the full, exact JSON representation of a
a hledger transaction (partial data won't do). You can get sample JSON hledger transaction (partial data won't do). You can get sample JSON
from hledger-web's `/transactions' or `/accounttransactions', or you from hledger-web's '/transactions' or '/accounttransactions', or you can
can export it with hledger-lib, eg like so: export it with hledger-lib, eg like so:
.../hledger$ stack ghci hledger-lib .../hledger$ stack ghci hledger-lib
>>> writeJsonFile "txn.json" (head $ jtxns samplejournal) >>> writeJsonFile "txn.json" (head $ jtxns samplejournal)
@ -456,7 +450,6 @@ can export it with hledger-lib, eg like so:
Here's how it looks as of hledger-1.17 (remember, this JSON Here's how it looks as of hledger-1.17 (remember, this JSON
corresponds to hledger's Transaction and related data types): corresponds to hledger's Transaction and related data types):
{ {
"tcomment": "", "tcomment": "",
"tpostings": [ "tpostings": [
@ -546,7 +539,6 @@ corresponds to hledger's Transaction and related data types):
And here's how to test adding it with curl. This should add a new And here's how to test adding it with curl. This should add a new
entry to your journal: entry to your journal:
$ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json $ curl http://127.0.0.1:5000/add -X PUT -H 'Content-Type: application/json' --data-binary @txn.json
 
@ -555,26 +547,25 @@ File: hledger-web.info, Node: ENVIRONMENT, Next: FILES, Prev: JSON API, Up:
6 ENVIRONMENT 6 ENVIRONMENT
************* *************
*LEDGER_FILE* The journal file path when not specified with `-f'. *LEDGER_FILE* The journal file path when not specified with '-f'.
Default: `~/.hledger.journal' (on windows, perhaps Default: '~/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
A typical value is `~/DIR/YYYY.journal', where DIR is a A typical value is '~/DIR/YYYY.journal', where DIR is a
version-controlled finance directory and YYYY is the current year. Or version-controlled finance directory and YYYY is the current year. Or
`~/DIR/current.journal', where current.journal is a symbolic link to '~/DIR/current.journal', where current.journal is a symbolic link to
YYYY.journal. YYYY.journal.
On Mac computers, you can set this and other environment variables On Mac computers, you can set this and other environment variables in
in a more thorough way that also affects applications started from the a more thorough way that also affects applications started from the GUI
GUI (say, an Emacs dock icon). Eg on MacOS Catalina I have a (say, an Emacs dock icon). Eg on MacOS Catalina I have a
`~/.MacOSX/environment.plist' file containing '~/.MacOSX/environment.plist' file containing
{ {
"LEDGER_FILE" : "~/finance/current.journal" "LEDGER_FILE" : "~/finance/current.journal"
} }
To see the effect you may need to `killall Dock', or reboot. To see the effect you may need to 'killall Dock', or reboot.
 
File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
@ -583,9 +574,9 @@ File: hledger-web.info, Node: FILES, Next: BUGS, Prev: ENVIRONMENT, Up: Top
******* *******
Reads data from one or more files in hledger journal, timeclock, Reads data from one or more files in hledger journal, timeclock,
timedot, or CSV format specified with `-f', or `$LEDGER_FILE', or timedot, or CSV format specified with '-f', or '$LEDGER_FILE', or
`$HOME/.hledger.journal' (on windows, perhaps '$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). 'C:/Users/USER/.hledger.journal').
 
File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top
@ -593,10 +584,10 @@ File: hledger-web.info, Node: BUGS, Prev: FILES, Up: Top
8 BUGS 8 BUGS
****** ******
The need to precede options with `--' when invoked from hledger is The need to precede options with '--' when invoked from hledger is
awkward. awkward.
`-f-' doesn't work (hledger-web can't read from stdin). '-f-' doesn't work (hledger-web can't read from stdin).
Query arguments and some hledger options are ignored. Query arguments and some hledger options are ignored.
@ -604,25 +595,24 @@ awkward.
Does not work well on small screens. Does not work well on small screens.
 
Tag Table: Tag Table:
Node: Top84 Node: Top72
Node: OPTIONS1727 Node: OPTIONS1738
Ref: #options1832 Ref: #options1843
Node: PERMISSIONS9245 Node: PERMISSIONS9276
Ref: #permissions9384 Ref: #permissions9415
Node: EDITING UPLOADING DOWNLOADING10596 Node: EDITING UPLOADING DOWNLOADING10627
Ref: #editing-uploading-downloading10777 Ref: #editing-uploading-downloading10808
Node: RELOADING11608 Node: RELOADING11642
Ref: #reloading11742 Ref: #reloading11776
Node: JSON API12174 Node: JSON API12209
Ref: #json-api12288 Ref: #json-api12323
Node: ENVIRONMENT17777 Node: ENVIRONMENT17813
Ref: #environment17893 Ref: #environment17929
Node: FILES18625 Node: FILES18662
Ref: #files18725 Ref: #files18762
Node: BUGS18938 Node: BUGS18975
Ref: #bugs19016 Ref: #bugs19053
 
End Tag Table End Tag Table

100
hledger/hledger.1
View File

@ -3621,9 +3621,10 @@ commands, including \f[C]check\f[R]:
\f[B]parseable\f[R] - data files are well-formed and can be successfully \f[B]parseable\f[R] - data files are well-formed and can be successfully
parsed parsed
.IP \[bu] 2 .IP \[bu] 2
\f[B]autobalanced\f[R] - all transactions are balanced, inferring \f[B]balancedwithautoconversion\f[R] - all transactions are balanced,
missing amounts where necessary, and possibly converting commodities inferring missing amounts where necessary, and possibly converting
using transaction prices or automatically-inferred transaction prices commodities using transaction prices or automatically-inferred
transaction prices
.IP \[bu] 2 .IP \[bu] 2
\f[B]assertions\f[R] - all balance assertions in the journal are \f[B]assertions\f[R] - all balance assertions in the journal are
passing. passing.
@ -3640,6 +3641,9 @@ Or, they can be run by giving their names as arguments to
declared declared
.IP \[bu] 2 .IP \[bu] 2
\f[B]commodities\f[R] - all commodity symbols used have been declared \f[B]commodities\f[R] - all commodity symbols used have been declared
.IP \[bu] 2
\f[B]balancednoautoconversion\f[R] - transactions are balanced, possibly
using explicit transaction prices but not inferred ones
.SS Other checks .SS Other checks
.PP .PP
These checks can be run only by giving their names as arguments to These checks can be run only by giving their names as arguments to
@ -6743,7 +6747,7 @@ See also Rewrite account names.
To set an account alias, use the \f[C]alias\f[R] directive in your To set an account alias, use the \f[C]alias\f[R] directive in your
journal file. journal file.
This affects all subsequent journal entries in the current file or its This affects all subsequent journal entries in the current file or its
included files. included files (but note: not sibling or parent files).
The spaces around the = are optional: The spaces around the = are optional:
.IP .IP
.nf .nf
@ -7730,21 +7734,26 @@ below), a default account name will be chosen (like
\[dq]expenses:unknown\[dq] or \[dq]income:unknown\[dq]). \[dq]expenses:unknown\[dq] or \[dq]income:unknown\[dq]).
.SS amount .SS amount
.PP .PP
\f[C]amountN\f[R] sets posting N\[aq]s amount. \f[C]amountN\f[R] sets the Nth posting\[aq]s amount.
If the CSV uses separate fields for inflows and outflows, you can use
\f[C]amountN-in\f[R] and \f[C]amountN-out\f[R] instead.
By assigning to \f[C]amount1\f[R], \f[C]amount2\f[R], ... By assigning to \f[C]amount1\f[R], \f[C]amount2\f[R], ...
etc. etc.
you can generate anywhere from 0 to 99 postings. you can generate up to 99 postings.
.PP .PP
There is also an older, unnumbered form of these names, suitable for If the CSV uses separate fields for debits and credits (inflows and
2-posting transactions, which sets both posting 1\[aq]s and (negated) outflows), you can use \f[C]amountN-in\f[R] and \f[C]amountN-out\f[R]
posting 2\[aq]s amount: \f[C]amount\f[R], or \f[C]amount-in\f[R] and instead.
\f[C]amount-out\f[R]. Note hledger assumes both of these fields are unsigned, and will
This is still supported because it keeps pre-hledger-1.17 csv rules automatically negate the \[dq]-out\[dq] value.
files working, and because it can be more succinct, and because it If the fields are signed, see \[dq]Setting amounts\[dq] below.
converts posting 2\[aq]s amount to cost if there\[aq]s a transaction .PP
price, which can be useful. There is also an unnumbered form of these names: \f[C]amount\f[R], or
\f[C]amount-in\f[R] and \f[C]amount-out\f[R].
This is supported to keep pre-hledger-1.17 CSV rules files working (and
for occasional convenience).
It is suitable only for two-posting transactions; it sets both posting
1\[aq]s and posting 2\[aq]s amount.
Posting 2\[aq]s amount will be negated, and also converted to cost if
there\[aq]s a transaction price.
.PP .PP
If you have an existing rules file using the unnumbered form, you might If you have an existing rules file using the unnumbered form, you might
want to use the numbered form in certain conditional blocks, without want to use the numbered form in certain conditional blocks, without
@ -8307,40 +8316,47 @@ Assign (via a fields list or a field assignment) to \f[C]amountN\f[R].
This sets the Nth posting\[aq]s amount. This sets the Nth posting\[aq]s amount.
N is usually 1 or 2 but can go up to 99. N is usually 1 or 2 but can go up to 99.
.IP "2." 3 .IP "2." 3
\f[B]If the CSV has separate Debit and Credit amount fields:\f[R] \f[B]If the CSV has separate amount fields for debit & credit (in &
out):\f[R]
.PD 0
.P
.PD
.RS 4
.IP "a." 3
\f[B]If both fields are unsigned:\f[R]
.PD 0 .PD 0
.P .P
.PD .PD
Assign to \f[C]amountN-in\f[R] and \f[C]amountN-out\f[R]. Assign to \f[C]amountN-in\f[R] and \f[C]amountN-out\f[R].
This sets posting N\[aq]s amount to whichever of these has a non-zero This sets posting N\[aq]s amount to whichever of these has a non-zero
value, guessing an appropriate sign. value, and negates the \[dq]-out\[dq] value.
.RS 4 .IP "b." 3
.IP \[bu] 2 \f[B]If either field is signed (can contain a minus sign):\f[R]
\f[B]If hledger guesses the wrong sign:\f[R]
.PD 0 .PD 0
.P .P
.PD .PD
Prepend a minus sign to flip it. Use a conditional rule to flip the sign (of non-empty values).
Eg: Since hledger always negates amountN-out, if it was already negative, we
.RS 2 must undo that by negating once more (but only if the field is
non-empty):
.IP .IP
.nf .nf
\f[C] \f[C]
fields date, description, amount-in, amount-out fields date, description, amount1-in, amount1-out
amount-out -%amount-out if %amount1-out [1-9]
amount1-out -%amount1-out
\f[R] \f[R]
.fi .fi
.RE .IP "c." 3
.IP \[bu] 2 \f[B]If both fields, or neither field, can contain a non-zero
\f[B]If both fields contain a non-zero value:\f[R] value:\f[R]
.PD 0 .PD 0
.P .P
.PD .PD
The \f[C]amountN-in\f[R]/\f[C]amountN-out\f[R] rules require that each hledger normally expects exactly one of the fields to have a non-zero
CSV record has a non-zero value in exactly one of the two fields, so value.
that hledger knows which to choose. Eg, the \f[C]amountN-in\f[R]/\f[C]amountN-out\f[R] rules would reject
So these would all be rejected: value pairs like these:
.RS 2
.IP .IP
.nf .nf
\f[C] \f[C]
@ -8350,9 +8366,10 @@ So these would all be rejected:
\f[R] \f[R]
.fi .fi
.PP .PP
If your CSV has amount values like this, use conditional rules instead. So, use smarter conditional rules to set the amount from the appropriate
For example, to make hledger to choose the value containing non-zero field.
digits: Eg, these rules would make it use only the value containing non-zero
digits, handling the above:
.IP .IP
.nf .nf
\f[C] \f[C]
@ -8364,18 +8381,15 @@ if %out [1-9]
\f[R] \f[R]
.fi .fi
.RE .RE
.RE
.IP "3." 3 .IP "3." 3
\f[B]Using the old numberless syntax:\f[R] \f[B]If you are stuck with hledger <1.17, or you want posting 2\[aq]s
amount converted to cost:\f[R]
.PD 0 .PD 0
.P .P
.PD .PD
Assign to \f[C]amount\f[R] (or to \f[C]amount-in\f[R] and Assign to \f[C]amount\f[R] (or to \f[C]amount-in\f[R] and
\f[C]amount-out\f[R]). \f[C]amount-out\f[R]).
This sets posting 1\[aq]s and posting 2\[aq]s amounts (and converts (The old numberless syntax, which sets amount1 and amount2.)
posting 2\[aq]s amount to cost).
This is supported for backwards compatibility (and occasional
convenience).
.IP "4." 3 .IP "4." 3
\f[B]If the CSV has the balance instead of the transaction amount:\f[R] \f[B]If the CSV has the balance instead of the transaction amount:\f[R]
.PD 0 .PD 0

3875
hledger/hledger.info
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File diff suppressed because it is too large Load Diff

80
hledger/hledger.txt
View File

@ -2598,9 +2598,9 @@ COMMANDS
o parseable - data files are well-formed and can be successfully parsed o parseable - data files are well-formed and can be successfully parsed
o autobalanced - all transactions are balanced, inferring missing o balancedwithautoconversion - all transactions are balanced, inferring
amounts where necessary, and possibly converting commodities using missing amounts where necessary, and possibly converting commodities
transaction prices or automatically-inferred transaction prices using transaction prices or automatically-inferred transaction prices
o assertions - all balance assertions in the journal are passing. o assertions - all balance assertions in the journal are passing.
(This check can be disabled with -I/--ignore-assertions.) (This check can be disabled with -I/--ignore-assertions.)
@ -2614,6 +2614,9 @@ COMMANDS
o commodities - all commodity symbols used have been declared o commodities - all commodity symbols used have been declared
o balancednoautoconversion - transactions are balanced, possibly using
explicit transaction prices but not inferred ones
Other checks Other checks
These checks can be run only by giving their names as arguments to These checks can be run only by giving their names as arguments to
check. They are more specialised and not desirable for everyone, check. They are more specialised and not desirable for everyone,
@ -4892,7 +4895,8 @@ JOURNAL FORMAT
Basic aliases Basic aliases
To set an account alias, use the alias directive in your journal file. To set an account alias, use the alias directive in your journal file.
This affects all subsequent journal entries in the current file or its This affects all subsequent journal entries in the current file or its
included files. The spaces around the = are optional: included files (but note: not sibling or parent files). The spaces
around the = are optional:
alias OLD = NEW alias OLD = NEW
@ -5659,17 +5663,21 @@ CSV FORMAT
or "income:unknown"). or "income:unknown").
amount amount
amountN sets posting N's amount. If the CSV uses separate fields for amountN sets the Nth posting's amount. By assigning to amount1,
inflows and outflows, you can use amountN-in and amountN-out instead. amount2, ... etc. you can generate up to 99 postings.
By assigning to amount1, amount2, ... etc. you can generate anywhere
from 0 to 99 postings.
There is also an older, unnumbered form of these names, suitable for If the CSV uses separate fields for debits and credits (inflows and
2-posting transactions, which sets both posting 1's and (negated) post- outflows), you can use amountN-in and amountN-out instead. Note
ing 2's amount: amount, or amount-in and amount-out. This is still hledger assumes both of these fields are unsigned, and will automati-
supported because it keeps pre-hledger-1.17 csv rules files working, cally negate the "-out" value. If the fields are signed, see "Setting
and because it can be more succinct, and because it converts posting amounts" below.
2's amount to cost if there's a transaction price, which can be useful.
There is also an unnumbered form of these names: amount, or amount-in
and amount-out. This is supported to keep pre-hledger-1.17 CSV rules
files working (and for occasional convenience). It is suitable only
for two-posting transactions; it sets both posting 1's and posting 2's
amount. Posting 2's amount will be negated, and also converted to cost
if there's a transaction price.
If you have an existing rules file using the unnumbered form, you might If you have an existing rules file using the unnumbered form, you might
want to use the numbered form in certain conditional blocks, without want to use the numbered form in certain conditional blocks, without
@ -6068,28 +6076,35 @@ CSV FORMAT
Assign (via a fields list or a field assignment) to amountN. This sets Assign (via a fields list or a field assignment) to amountN. This sets
the Nth posting's amount. N is usually 1 or 2 but can go up to 99. the Nth posting's amount. N is usually 1 or 2 but can go up to 99.
2. If the CSV has separate Debit and Credit amount fields: 2. If the CSV has separate amount fields for debit & credit (in & out):
Assign to amountN-in and amountN-out. This sets posting N's amount to
whichever of these has a non-zero value, guessing an appropriate sign.
o If hledger guesses the wrong sign: a. If both fields are unsigned:
Prepend a minus sign to flip it. Eg: Assign to amountN-in and amountN-out. This sets posting N's amount
to whichever of these has a non-zero value, and negates the "-out"
value.
fields date, description, amount-in, amount-out b. If either field is signed (can contain a minus sign):
amount-out -%amount-out Use a conditional rule to flip the sign (of non-empty values).
Since hledger always negates amountN-out, if it was already nega-
tive, we must undo that by negating once more (but only if the
field is non-empty):
o If both fields contain a non-zero value: fields date, description, amount1-in, amount1-out
The amountN-in/amountN-out rules require that each CSV record has a if %amount1-out [1-9]
non-zero value in exactly one of the two fields, so that hledger amount1-out -%amount1-out
knows which to choose. So these would all be rejected:
c. If both fields, or neither field, can contain a non-zero value:
hledger normally expects exactly one of the fields to have a non-
zero value. Eg, the amountN-in/amountN-out rules would reject
value pairs like these:
"", "" "", ""
"0", "0" "0", "0"
"1", "none" "1", "none"
If your CSV has amount values like this, use conditional rules So, use smarter conditional rules to set the amount from the appro-
instead. For example, to make hledger to choose the value con- priate field. Eg, these rules would make it use only the value
taining non-zero digits: containing non-zero digits, handling the above:
fields date, description, in, out fields date, description, in, out
if %in [1-9] if %in [1-9]
@ -6097,11 +6112,10 @@ CSV FORMAT
if %out [1-9] if %out [1-9]
amount1 %out amount1 %out
3. Using the old numberless syntax: 3. If you are stuck with hledger <1.17, or you want posting 2's amount
Assign to amount (or to amount-in and amount-out). This sets posting converted to cost:
1's and posting 2's amounts (and converts posting 2's amount to cost). Assign to amount (or to amount-in and amount-out). (The old numberless
This is supported for backwards compatibility (and occasional conve- syntax, which sets amount1 and amount2.)
nience).
4. If the CSV has the balance instead of the transaction amount: 4. If the CSV has the balance instead of the transaction amount:
Assign to balanceN, which sets posting N's amount indirectly via a bal- Assign to balanceN, which sets posting N's amount indirectly via a bal-