site: remove site/, which has moved to its own hledger_site repo
[ci skip]
This commit is contained in:
Simon Michael
parent
37c320125f
commit
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site/.gitignore
vendored
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site/.gitignore
vendored
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_cache
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_site
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files/downloads
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files/static
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hledger-api.md
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hledger-ui.md
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hledger-web.md
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hledger.md
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csv.md
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journal.md
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timeclock.md
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timedot.md
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manual.md
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cookbook.md
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[0-9].*
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.snapshot
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../CONTRIBUTING.md
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10
site/README
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site/README
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This is the README for the site/ directory.
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(Confusingly, README.md from the parent directory is also symlinked
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here, to get it rendered as part of the website, and it might take
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precedence when viewing this dir on github.)
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Source files for the hledger.org website.
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To generate the website, run ./Shake website.
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This will add the web manuals' markdown to this directory,
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render all markdown as html, and copy static files, to site/_site/.
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@ -1 +0,0 @@
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../README.md
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@ -1,59 +0,0 @@
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# hledger Contributors
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hledger is brought to you by:
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- Simon Michael - lead developer, project manager, general dogsbody
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- Sergey Astanin - utf8 support
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- Nick Ingolia - parser improvements
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- Roman Cheplyaka - "chart" command, "add" command improvements
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- Michael Snoyman - some additions to the Yesod web interface
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- Marko Kocić - hlint cleanup
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- Samuel May - exact assertions
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Developers who have not yet signed the contributor agreement:
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- Tim Docker - parser improvements
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- Oliver Braun - GHC 6.12 compatibility
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- Gwern Branwen - cleanups
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Also:
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- John Wiegley - created the original ledger program
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<br>
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* * * * *
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<br>
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# hledger Contributor Agreement
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This is the official contributor agreement (v1) and contributor list for
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the hledger project. If you have contributed non-trivial code changes to
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hledger, please sign this, to help ensure:
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1. that there is a clear legal status and audit trail for the project
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2. that you get proper credit for your work
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3. that we are able to remain license-compatible with related software
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by updating to newer versions of our license when appropriate (eg
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GPLv2 -\> GPLv3)
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To "sign", read the conditions below and then send a darcs patch to
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\`this file\`\_ adding your name to the Contributor List above. By so
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doing you promise that all of your commits to hledger:
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- are free of patent violations or copyright violations, to the best
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of your knowledge
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- are released under the hledger project's
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[license](https://github.com/simonmichael/hledger/blob/master/LICENSE); or are released
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under another compatible license (in which case this must be clearly
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noted); or are public domain
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- may be relicensed under official future versions of their license at
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the discretion of the project leader
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We don't currently gather paper signatures, but this is a good start.
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Feel free to update your entry as your contributions grow!
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@ -1,271 +0,0 @@
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table {
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margin-bottom:1em;
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}
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td {
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border-bottom:thin solid #ddd;
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}
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code {
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background-color:inherit;
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color: inherit;
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}
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pre {
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font-size:small;
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margin-left:2em;
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}
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pre.shell, pre.journal, pre.csv, pre.rules, pre.timeclock, pre.timedot {
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/* clear:both; */
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background-color:inherit;
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border:none;
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/* margin-left:1em; */
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/* margin-right:2em; */
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border-radius:6px;
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/* display:inline-block; */
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display:table;
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/* background-color:#e0e0e0; */
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font-size:small;
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/* white-space:nowrap; */
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}
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pre > code {
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white-space:pre;
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}
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pre.shell::first-line {
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font-weight:bold;
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}
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.clear {
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clear:both;
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}
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/*
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h4, h5, h6 {
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clear:both;
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}
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*/
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.display-table {
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display:table;
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}
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pre.journal {
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background-color:#efe;
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border:thin solid #cec;
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/* border:none; */
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}
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pre.csv {
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background-color:#cce;
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border:thin solid #aad;
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/* border:none; */
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}
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pre.rules {
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background-color:#eef;
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border:thin solid #cce;
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/* border:none; */
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}
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pre.timeclock {
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background-color:#ffe;
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border:thin solid #eec;
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/* border:none; */
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}
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pre.timedot {
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background-color:#ffe;
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border:thin solid #eec;
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/* border:none; */
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}
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pre.shell {
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background-color:white;
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border:none;
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border-left:2px solid black;
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border-top:2px solid black;
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border-top-right-radius:0;
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border-bottom-left-radius:0;
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/* padding-top:0; */
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/* padding-bottom:0; */
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}
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.shell.continued {
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background-color:white;
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border-top:none;
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border-top-left-radius:0;
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}
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.shell.continued::first-line, .nobold::first-line {
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font-weight:normal;
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}
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.bold {
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font-weight:bold;
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}
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.right {
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float:right;
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}
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.navbar { font-size:x-large; }
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.navbar-brand { font-weight:bold; font-size:xx-large; }
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.navbar-nav { margin-left:1em; }
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/* table of contents */
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/* based on https://github.com/blaenk/blaenk.github.io/blob/source/provider/scss/_article.scss */
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#toc {
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max-width:40%;
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margin-top: 1em;
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}
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/* move it to the right */
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#toc { /* right */
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float: right;
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margin:0 0 2em 2em;
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padding: 0;
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}
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#toc (@media screen and (max-width: 600px)) {
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float: none;
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padding: 0;
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margin-left: 0;
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margin-top: 10px;
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}
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#toc:after {
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clear: both;
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}
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/* margins and fonts */
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#toc p {
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font-weight: bold;
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margin-top: 0;
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}
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#toc > ol {
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margin-left: 0;
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margin-top: 5px;
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/* font-size: 14px; */
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}
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#toc ol {
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padding-left:0;
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/* margin-left:1em; */
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}
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#toc > ol (@media screen and (max-width: 600px)) {
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font-size: 13px;
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}
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#toc li {
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margin-top: 0;
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display: block;
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}
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#toc li (@media screen and (max-width: 600px)) {
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line-height: 1.69;
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}
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/* shrink subitems */
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#toc > ol > li > ol ol {
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font-size:95%;
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}
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/* indent subitems */
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#toc > ol > li > ol li {
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padding-left:1em;
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}
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/* embolden and top-pad top-level items */
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#toc > ol > li {
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padding-top:1em;
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font-weight:bold;
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}
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#toc > ol > li > ol {
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font-weight:normal;
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}
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/* hide top item(s) */
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/* #toc > ol > li > a { display:none; } */
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/* #toc > ol > li > ol > li { padding-left:0; } */
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/* number top items */
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/* #toc > ol { counter-reset: item; } */
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/* #toc > ol > li:before { */
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/* content: counters(item, ".") ". "; */
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/* counter-increment: item; */
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/* } */
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/* #toc > ol > li > ol > li { */
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/* padding-left:2em; */
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/* } */
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/* */
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/* documentation version selector */
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#versions {
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}
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h2 {
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margin-top:1.5em;
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}
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footer {
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padding: 1em;
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color: gray;
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text-align: center;
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/* font-size: 70%; */
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}
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/* div.container { max-width: 75em; } */
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/* /\* ul > li > ul > li { *\/ */
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/* /\* list-style-type:none; *\/ */
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/* /\* } *\/ */
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/* div#nav { padding-top: 2em; } */
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/* /\* div#nav ul { margin-top: 0; margin-left: 1em; margin-bottom: 0; } *\/ */
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/* /\* div#nav ul li { list-style: none; padding-bottom: 0.1em; } *\/ */
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/* div#nav ul li.current { */
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/* /\* list-style: square; *\/ */
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/* font-weight:bold; */
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/* } */
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/* div#nav ul li.current { */
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/* /\* list-style: square; *\/ */
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/* font-weight:bold; */
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/* } */
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/* ul.nav ul { */
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/* padding-left:30px; */
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/* } */
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/* /\* ul.nav ul li { *\/ */
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/* /\* list-style:none; *\/ */
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/* /\* } *\/ */
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/* ul.nav li a { */
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/* padding:4px 10px; */
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/* } */
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/* code { */
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/* color: #226600; */
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/* font-weight:bold; */
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/* } */
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/* pre { */
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/* background: #F8F8F8; /\* The same as the GitHub background color since I'm using their syntax.css *\/ */
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/* padding: 0 2em 0 2em; */
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/* } */
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/* .description { */
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/* font-size: 1.2em; */
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/* margin-bottom: 30px; */
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/* margin-top: 30px; */
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/* font-style: italic; */
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/* } */
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/* .download { */
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/* float: right; */
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/* } */
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/* .downloadoption { */
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/* background: #eee; */
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/* padding: 10px 0 10px 0; /\* Keep image and text away from top and bottom *\/ */
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/* margin-bottom: 10px; /\* Ensure there is some whitespace between options *\/ */
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/* } */
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/* .downloadoptionimage { */
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/* float: left; */
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/* width: 90px; */
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/* margin-left: 10px; /\* Offset from left border a little *\/ */
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/* } */
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/* .downloadoptiontext { */
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/* padding-left: 110px; /\* Offset from image *\/ */
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/* padding-right: 10px; /\* Offset from right border of the download option *\/ */
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/* } */
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/* .screenshotframe { */
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/* text-align: center; /\* The screenshot and it's border should be in the center of the page *\/ */
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/* } */
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/* .screenshot { */
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/* border: 10px solid #F8F8F8; /\* Soft grey border *\/ */
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/* } */
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/* .alert { */
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/* width:50%; */
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/* margin:1em; */
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/* padding:1em; */
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/* font-size:smaller; */
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/* border:thin solid hsl(0,100%,50%); */
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/* background-color:hsl(0,100%,95%); */
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/* font-style:italic;" */
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/* } */
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@ -1,139 +0,0 @@
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/* Generated with pandoc --highlight-style=X */
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/* pygments */
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/*
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table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode, table.sourceCode pre
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{ margin: 0; padding: 0; border: 0; vertical-align: baseline; border: none; }
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td.lineNumbers { border-right: 1px solid #AAAAAA; text-align: right; color: #AAAAAA; padding-right: 5px; padding-left: 5px; }
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td.sourceCode { padding-left: 5px; }
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pre.sourceCode span.kw { color: #007020; font-weight: bold; }
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pre.sourceCode span.dt { color: #902000; }
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pre.sourceCode span.dv { color: #40a070; }
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pre.sourceCode span.bn { color: #40a070; }
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pre.sourceCode span.fl { color: #40a070; }
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pre.sourceCode span.ch { color: #4070a0; }
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pre.sourceCode span.st { color: #4070a0; }
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pre.sourceCode span.co { color: #60a0b0; font-style: italic; }
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pre.sourceCode span.ot { color: #007020; }
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pre.sourceCode span.al { color: red; font-weight: bold; }
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pre.sourceCode span.fu { color: #06287e; }
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pre.sourceCode span.re { }
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pre.sourceCode span.er { color: red; font-weight: bold; }
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*/
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/* kate */
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/*
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table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
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|
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margin: 0; padding: 0; vertical-align: baseline; border: none; }
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table.sourceCode { width: 100%; line-height: 100%; }
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td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; background-color: #dddddd; }
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td.sourceCode { padding-left: 5px; }
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code > span.kw { font-weight: bold; }
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code > span.dt { color: #800000; }
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code > span.dv { color: #0000ff; }
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code > span.bn { color: #0000ff; }
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code > span.fl { color: #800080; }
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|
||||||
code > span.ch { color: #ff00ff; }
|
|
||||||
code > span.st { color: #dd0000; }
|
|
||||||
code > span.co { color: #808080; font-style: italic; }
|
|
||||||
code > span.al { color: #00ff00; font-weight: bold; }
|
|
||||||
code > span.fu { color: #000080; }
|
|
||||||
code > span.er { color: #ff0000; font-weight: bold; }
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* monochrome */
|
|
||||||
/*
|
|
||||||
table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
|
|
||||||
margin: 0; padding: 0; vertical-align: baseline; border: none; }
|
|
||||||
table.sourceCode { width: 100%; line-height: 100%; }
|
|
||||||
td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; }
|
|
||||||
td.sourceCode { padding-left: 5px; }
|
|
||||||
code > span.kw { font-weight: bold; }
|
|
||||||
code > span.dt { text-decoration: underline; }
|
|
||||||
code > span.co { font-style: italic; }
|
|
||||||
code > span.al { font-weight: bold; }
|
|
||||||
code > span.er { font-weight: bold; }
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* espresso */
|
|
||||||
/*
|
|
||||||
table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
|
|
||||||
margin: 0; padding: 0; vertical-align: baseline; border: none; }
|
|
||||||
table.sourceCode { width: 100%; line-height: 100%; background-color: #2a211c; color: #bdae9d; }
|
|
||||||
td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; background-color: #2a211c; color: #bdae9d; border-right: 1px solid #bdae9d; }
|
|
||||||
td.sourceCode { padding-left: 5px; }
|
|
||||||
pre, code { color: #bdae9d; background-color: #2a211c; }
|
|
||||||
code > span.kw { color: #43a8ed; font-weight: bold; }
|
|
||||||
code > span.dt { text-decoration: underline; }
|
|
||||||
code > span.dv { color: #44aa43; }
|
|
||||||
code > span.bn { color: #44aa43; }
|
|
||||||
code > span.fl { color: #44aa43; }
|
|
||||||
code > span.ch { color: #049b0a; }
|
|
||||||
code > span.st { color: #049b0a; }
|
|
||||||
code > span.co { color: #0066ff; font-style: italic; }
|
|
||||||
code > span.al { color: #ffff00; }
|
|
||||||
code > span.fu { color: #ff9358; font-weight: bold; }
|
|
||||||
code > span.er { font-weight: bold; }
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* zenburn */
|
|
||||||
/*
|
|
||||||
table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
|
|
||||||
margin: 0; padding: 0; vertical-align: baseline; border: none; }
|
|
||||||
table.sourceCode { width: 100%; line-height: 100%; background-color: #303030; color: #cccccc; }
|
|
||||||
td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; }
|
|
||||||
td.sourceCode { padding-left: 5px; }
|
|
||||||
pre, code { color: #cccccc; background-color: #303030; }
|
|
||||||
code > span.kw { color: #f0dfaf; }
|
|
||||||
code > span.dt { color: #dfdfbf; }
|
|
||||||
code > span.dv { color: #dcdccc; }
|
|
||||||
code > span.bn { color: #dca3a3; }
|
|
||||||
code > span.fl { color: #c0bed1; }
|
|
||||||
code > span.ch { color: #dca3a3; }
|
|
||||||
code > span.st { color: #cc9393; }
|
|
||||||
code > span.co { color: #7f9f7f; }
|
|
||||||
code > span.ot { color: #efef8f; }
|
|
||||||
code > span.al { color: #ffcfaf; }
|
|
||||||
code > span.fu { color: #efef8f; }
|
|
||||||
code > span.er { color: #c3bf9f; }
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* haddock */
|
|
||||||
/*
|
|
||||||
table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
|
|
||||||
margin: 0; padding: 0; vertical-align: baseline; border: none; }
|
|
||||||
table.sourceCode { width: 100%; line-height: 100%; }
|
|
||||||
td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; color: #aaaaaa; border-right: 1px solid #aaaaaa; }
|
|
||||||
td.sourceCode { padding-left: 5px; }
|
|
||||||
code > span.kw { color: #0000ff; }
|
|
||||||
code > span.ch { color: #008080; }
|
|
||||||
code > span.st { color: #008080; }
|
|
||||||
code > span.co { color: #008000; }
|
|
||||||
code > span.ot { color: #ff4000; }
|
|
||||||
code > span.al { color: #ff0000; }
|
|
||||||
code > span.er { font-weight: bold; }
|
|
||||||
*/
|
|
||||||
|
|
||||||
/* tango */
|
|
||||||
|
|
||||||
table.sourceCode, tr.sourceCode, td.lineNumbers, td.sourceCode {
|
|
||||||
margin: 0; padding: 0; vertical-align: baseline; border: none; }
|
|
||||||
table.sourceCode { width: 100%; line-height: 100%; background-color: #f8f8f8; }
|
|
||||||
td.lineNumbers { text-align: right; padding-right: 4px; padding-left: 4px; color: #aaaaaa; border-right: 1px solid #aaaaaa; }
|
|
||||||
td.sourceCode { padding-left: 5px; }
|
|
||||||
pre, code { background-color: #f8f8f8; }
|
|
||||||
code > span.kw { color: #204a87; font-weight: bold; }
|
|
||||||
code > span.dt { color: #204a87; }
|
|
||||||
code > span.dv { color: #0000cf; }
|
|
||||||
code > span.bn { color: #0000cf; }
|
|
||||||
code > span.fl { color: #0000cf; }
|
|
||||||
code > span.ch { color: #4e9a06; }
|
|
||||||
code > span.st { color: #4e9a06; }
|
|
||||||
code > span.co { color: #8f5902; font-style: italic; }
|
|
||||||
code > span.ot { color: #8f5902; }
|
|
||||||
code > span.al { color: #ef2929; }
|
|
||||||
code > span.fu { color: #000000; }
|
|
||||||
code > span.er { font-weight: bold; }
|
|
||||||
*/
|
|
||||||
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@ -1,183 +0,0 @@
|
|||||||
# csv format
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
CSV - how hledger reads CSV data, and the CSV rules file format
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger can read
|
|
||||||
[CSV](http://en.wikipedia.org/wiki/Comma-separated_values) files,
|
|
||||||
converting each CSV record into a journal entry (transaction), if you
|
|
||||||
provide some conversion hints in a "rules file". This file should be
|
|
||||||
named like the CSV file with an additional `.rules` suffix (eg:
|
|
||||||
`mybank.csv.rules`); or, you can specify the file with
|
|
||||||
`--rules-file PATH`. hledger will create it if necessary, with some
|
|
||||||
default rules which you'll need to adjust. At minimum, the rules file
|
|
||||||
must specify the `date` and `amount` fields. For an example, see [How to
|
|
||||||
read CSV files](how-to-read-csv-files.html).
|
|
||||||
|
|
||||||
To learn about *exporting* CSV, see [CSV
|
|
||||||
output](hledger.html#csv-output).
|
|
||||||
|
|
||||||
## CSV RULES
|
|
||||||
|
|
||||||
The following six kinds of rule can appear in the rules file, in any
|
|
||||||
order. Blank lines and lines beginning with `#` or `;` are ignored.
|
|
||||||
|
|
||||||
### skip
|
|
||||||
|
|
||||||
`skip`*`N`*
|
|
||||||
|
|
||||||
Skip this number of CSV records at the beginning. You'll need this
|
|
||||||
whenever your CSV data contains header lines. Eg: <!-- XXX -->
|
|
||||||
<!-- hledger tries to skip initial CSV header lines automatically. -->
|
|
||||||
<!-- If it guesses wrong, use this directive to skip exactly N lines. -->
|
|
||||||
<!-- This can also be used in a conditional block to ignore certain CSV records. -->
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# ignore the first CSV line
|
|
||||||
skip 1
|
|
||||||
```
|
|
||||||
|
|
||||||
### date-format
|
|
||||||
|
|
||||||
`date-format`*`DATEFMT`*
|
|
||||||
|
|
||||||
When your CSV date fields are not formatted like `YYYY/MM/DD` (or
|
|
||||||
`YYYY-MM-DD` or `YYYY.MM.DD`), you'll need to specify the format.
|
|
||||||
DATEFMT is a [strptime-like date parsing
|
|
||||||
pattern](http://hackage.haskell.org/packages/archive/time/latest/doc/html/Data-Time-Format.html#v:formatTime),
|
|
||||||
which must parse the date field values completely. Examples:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "6/11/2013":
|
|
||||||
date-format %-d/%-m/%Y
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "11/06/2013":
|
|
||||||
date-format %m/%d/%Y
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "2013-Nov-06":
|
|
||||||
date-format %Y-%h-%d
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "11/6/2013 11:32 PM":
|
|
||||||
date-format %-m/%-d/%Y %l:%M %p
|
|
||||||
```
|
|
||||||
|
|
||||||
### field list
|
|
||||||
|
|
||||||
`fields`*`FIELDNAME1`*, *`FIELDNAME2`*...
|
|
||||||
|
|
||||||
This (a) names the CSV fields, in order (names may not contain
|
|
||||||
whitespace; uninteresting names may be left blank), and (b) assigns them
|
|
||||||
to journal entry fields if you use any of these standard field names:
|
|
||||||
`date`, `date2`, `status`, `code`, `description`, `comment`, `account1`,
|
|
||||||
`account2`, `amount`, `amount-in`, `amount-out`, `currency`. Eg:
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# use the 1st, 2nd and 4th CSV fields as the entry's date, description and amount,
|
|
||||||
# and give the 7th and 8th fields meaningful names for later reference:
|
|
||||||
#
|
|
||||||
# CSV field:
|
|
||||||
# 1 2 3 4 5 6 7 8
|
|
||||||
# entry field:
|
|
||||||
fields date, description, , amount, , , somefield, anotherfield
|
|
||||||
```
|
|
||||||
|
|
||||||
### field assignment
|
|
||||||
|
|
||||||
*`ENTRYFIELDNAME`* *`FIELDVALUE`*
|
|
||||||
|
|
||||||
This sets a journal entry field (one of the standard names above) to the
|
|
||||||
given text value, which can include CSV field values interpolated by
|
|
||||||
name (`%CSVFIELDNAME`) or 1-based position (`%N`).
|
|
||||||
<!-- Whitespace before or after the value is ignored. --> Eg:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# set the amount to the 4th CSV field with "USD " prepended
|
|
||||||
amount USD %4
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# combine three fields to make a comment (containing two tags)
|
|
||||||
comment note: %somefield - %anotherfield, date: %1
|
|
||||||
```
|
|
||||||
|
|
||||||
Field assignments can be used instead of or in addition to a field list.
|
|
||||||
|
|
||||||
### conditional block
|
|
||||||
|
|
||||||
`if` *`PATTERN`*\
|
|
||||||
*`FIELDASSIGNMENTS`*...
|
|
||||||
|
|
||||||
`if`\
|
|
||||||
*`PATTERN`*\
|
|
||||||
*`PATTERN`*...\
|
|
||||||
*`FIELDASSIGNMENTS`*...
|
|
||||||
|
|
||||||
This applies one or more field assignments, only to those CSV records
|
|
||||||
matched by one of the PATTERNs. The patterns are case-insensitive
|
|
||||||
regular expressions which match anywhere within the whole CSV record
|
|
||||||
(it's not yet possible to match within a specific field). When there are
|
|
||||||
multiple patterns they can be written on separate lines, unindented. The
|
|
||||||
field assignments are on separate lines indented by at least one space.
|
|
||||||
Examples:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# if the CSV record contains "groceries", set account2 to "expenses:groceries"
|
|
||||||
if groceries
|
|
||||||
account2 expenses:groceries
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# if the CSV record contains any of these patterns, set account2 and comment as shown
|
|
||||||
if
|
|
||||||
monthly service fee
|
|
||||||
atm transaction fee
|
|
||||||
banking thru software
|
|
||||||
account2 expenses:business:banking
|
|
||||||
comment XXX deductible ? check it
|
|
||||||
```
|
|
||||||
|
|
||||||
### include
|
|
||||||
|
|
||||||
`include`*`RULESFILE`*
|
|
||||||
|
|
||||||
Include another rules file at this point. `RULESFILE` is either an
|
|
||||||
absolute file path or a path relative to the current file's directory.
|
|
||||||
Eg:
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# rules reused with several CSV files
|
|
||||||
include common.rules
|
|
||||||
```
|
|
||||||
|
|
||||||
## TIPS
|
|
||||||
|
|
||||||
Each generated journal entry will have two postings, to `account1` and
|
|
||||||
`account2` respectively. Currently it's not possible to generate entries
|
|
||||||
with more than two postings.
|
|
||||||
|
|
||||||
If the CSV has debit/credit amounts in separate fields, assign to the
|
|
||||||
`amount-in` and `amount-out` pseudo fields instead of `amount`.
|
|
||||||
|
|
||||||
If the CSV has the currency in a separate field, assign that to the
|
|
||||||
`currency` pseudo field which will be automatically prepended to the
|
|
||||||
amount. (Or you can do the same thing with a field assignment.)
|
|
||||||
|
|
||||||
If an amount value is parenthesised, it will be de-parenthesised and
|
|
||||||
sign-flipped automatically.
|
|
||||||
|
|
||||||
The generated journal entries will be sorted by date. The original order
|
|
||||||
of same-day entries will be preserved, usually.
|
|
||||||
<!-- (by reversing the CSV entries if they seem to be in reverse date order). -->
|
|
||||||
@ -1,105 +0,0 @@
|
|||||||
# hledger-api
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
hledger-api - web API server for the hledger accounting tool
|
|
||||||
|
|
||||||
## SYNOPSIS
|
|
||||||
|
|
||||||
`hledger-api [OPTIONS]`\
|
|
||||||
`hledger-api --swagger`\
|
|
||||||
`hledger api -- [OPTIONS]`
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger is a cross-platform program for tracking money, time, or any
|
|
||||||
other commodity, using double-entry accounting and a simple, editable
|
|
||||||
file format. hledger is inspired by and largely compatible with
|
|
||||||
ledger(1).
|
|
||||||
|
|
||||||
hledger-api is a simple web API server, intended to support client-side
|
|
||||||
web apps operating on hledger data. It comes with a series of simple
|
|
||||||
client-side app examples, which drive its evolution.
|
|
||||||
|
|
||||||
Like hledger, it reads data from one or more files in hledger journal,
|
|
||||||
timeclock, timedot, or CSV format specified with `-f`, or
|
|
||||||
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
|
|
||||||
hledger\_journal(5) etc.
|
|
||||||
|
|
||||||
The server listens on port 8001, or another specified with `-p PORT`.
|
|
||||||
Note there is no built-in access control, so you will need to hide
|
|
||||||
hledger-api behind an authenticating proxy if you want to restrict
|
|
||||||
access.
|
|
||||||
|
|
||||||
If invoked as `hledger-api --swagger`, instead of starting a server the
|
|
||||||
API docs will be printed in Swagger 2.0 format.
|
|
||||||
|
|
||||||
## OPTIONS
|
|
||||||
|
|
||||||
Note: if invoking hledger-api as a hledger subcommand, write `--` before
|
|
||||||
options as shown above.
|
|
||||||
|
|
||||||
`-d --static-dir=DIR`
|
|
||||||
: serve files from a different directory (default: `.`)
|
|
||||||
|
|
||||||
`-p --port=PORT`
|
|
||||||
: use a different TCP port (default: 8001)
|
|
||||||
|
|
||||||
`--swagger`
|
|
||||||
: print API docs in Swagger 2.0 format, and exit
|
|
||||||
|
|
||||||
hledger general options:
|
|
||||||
|
|
||||||
`-h`
|
|
||||||
: show general usage (or after COMMAND, the command's usage)
|
|
||||||
|
|
||||||
`--help`
|
|
||||||
: show the current program's manual as plain text (or after an add-on
|
|
||||||
COMMAND, the add-on's manual)
|
|
||||||
|
|
||||||
`--man`
|
|
||||||
: show the current program's manual with man
|
|
||||||
|
|
||||||
`--info`
|
|
||||||
: show the current program's manual with info
|
|
||||||
|
|
||||||
`--version`
|
|
||||||
: show version
|
|
||||||
|
|
||||||
`--debug[=N]`
|
|
||||||
: show debug output (levels 1-9, default: 1)
|
|
||||||
|
|
||||||
`-f FILE --file=FILE`
|
|
||||||
: use a different input file. For stdin, use -
|
|
||||||
|
|
||||||
`--rules-file=RULESFILE`
|
|
||||||
: Conversion rules file to use when reading CSV (default: FILE.rules)
|
|
||||||
|
|
||||||
`--alias=OLD=NEW`
|
|
||||||
: display accounts named OLD as NEW
|
|
||||||
|
|
||||||
`-I --ignore-assertions`
|
|
||||||
: ignore any failing balance assertions in the journal
|
|
||||||
|
|
||||||
## ENVIRONMENT
|
|
||||||
|
|
||||||
**LEDGER\_FILE** The journal file path when not specified with `-f`.
|
|
||||||
Default: `~/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## FILES
|
|
||||||
|
|
||||||
Reads data from one or more files in hledger journal, timeclock,
|
|
||||||
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
|
|
||||||
`$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## BUGS
|
|
||||||
|
|
||||||
The need to precede options with `--` when invoked from hledger is
|
|
||||||
awkward.
|
|
||||||
@ -1,352 +0,0 @@
|
|||||||
# hledger-ui
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
hledger-ui - curses-style interface for the hledger accounting tool
|
|
||||||
|
|
||||||
## SYNOPSIS
|
|
||||||
|
|
||||||
`hledger-ui [OPTIONS] [QUERYARGS]`\
|
|
||||||
`hledger ui -- [OPTIONS] [QUERYARGS]`
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger is a cross-platform program for tracking money, time, or any
|
|
||||||
other commodity, using double-entry accounting and a simple, editable
|
|
||||||
file format. hledger is inspired by and largely compatible with
|
|
||||||
ledger(1).
|
|
||||||
|
|
||||||
hledger-ui is hledger's curses-style interface, providing an efficient
|
|
||||||
full-window text UI for viewing accounts and transactions, and some
|
|
||||||
limited data entry capability. It is easier than hledger's command-line
|
|
||||||
interface, and sometimes quicker and more convenient than the web
|
|
||||||
interface.
|
|
||||||
|
|
||||||
Like hledger, it reads data from one or more files in hledger journal,
|
|
||||||
timeclock, timedot, or CSV format specified with `-f`, or
|
|
||||||
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
|
|
||||||
hledger\_journal(5) etc.
|
|
||||||
|
|
||||||
## OPTIONS
|
|
||||||
|
|
||||||
Note: if invoking hledger-ui as a hledger subcommand, write `--` before
|
|
||||||
options as shown above.
|
|
||||||
|
|
||||||
Any QUERYARGS are interpreted as a hledger search query which filters
|
|
||||||
the data.
|
|
||||||
|
|
||||||
`--flat`
|
|
||||||
: show full account names, unindented
|
|
||||||
|
|
||||||
`--register=ACCTREGEX`
|
|
||||||
: start in the (first) matched account's register screen
|
|
||||||
|
|
||||||
`--theme=default|terminal|greenterm`
|
|
||||||
: use this custom display theme
|
|
||||||
|
|
||||||
`-V --value`
|
|
||||||
: show amounts as their current market value in their default
|
|
||||||
valuation commodity (accounts screen only)
|
|
||||||
|
|
||||||
hledger general options:
|
|
||||||
|
|
||||||
`-h`
|
|
||||||
: show general usage (or after COMMAND, the command's usage)
|
|
||||||
|
|
||||||
`--help`
|
|
||||||
: show the current program's manual as plain text (or after an add-on
|
|
||||||
COMMAND, the add-on's manual)
|
|
||||||
|
|
||||||
`--man`
|
|
||||||
: show the current program's manual with man
|
|
||||||
|
|
||||||
`--info`
|
|
||||||
: show the current program's manual with info
|
|
||||||
|
|
||||||
`--version`
|
|
||||||
: show version
|
|
||||||
|
|
||||||
`--debug[=N]`
|
|
||||||
: show debug output (levels 1-9, default: 1)
|
|
||||||
|
|
||||||
`-f FILE --file=FILE`
|
|
||||||
: use a different input file. For stdin, use -
|
|
||||||
|
|
||||||
`--rules-file=RULESFILE`
|
|
||||||
: Conversion rules file to use when reading CSV (default: FILE.rules)
|
|
||||||
|
|
||||||
`--alias=OLD=NEW`
|
|
||||||
: display accounts named OLD as NEW
|
|
||||||
|
|
||||||
`-I --ignore-assertions`
|
|
||||||
: ignore any failing balance assertions in the journal
|
|
||||||
|
|
||||||
hledger reporting options:
|
|
||||||
|
|
||||||
`-b --begin=DATE`
|
|
||||||
: include postings/txns on or after this date
|
|
||||||
|
|
||||||
`-e --end=DATE`
|
|
||||||
: include postings/txns before this date
|
|
||||||
|
|
||||||
`-D --daily`
|
|
||||||
: multiperiod/multicolumn report by day
|
|
||||||
|
|
||||||
`-W --weekly`
|
|
||||||
: multiperiod/multicolumn report by week
|
|
||||||
|
|
||||||
`-M --monthly`
|
|
||||||
: multiperiod/multicolumn report by month
|
|
||||||
|
|
||||||
`-Q --quarterly`
|
|
||||||
: multiperiod/multicolumn report by quarter
|
|
||||||
|
|
||||||
`-Y --yearly`
|
|
||||||
: multiperiod/multicolumn report by year
|
|
||||||
|
|
||||||
`-p --period=PERIODEXP`
|
|
||||||
: set start date, end date, and/or reporting interval all at once
|
|
||||||
(overrides the flags above)
|
|
||||||
|
|
||||||
`--date2`
|
|
||||||
: show, and match with -b/-e/-p/date:, secondary dates instead
|
|
||||||
|
|
||||||
`-C --cleared`
|
|
||||||
: include only cleared postings/txns
|
|
||||||
|
|
||||||
`--pending`
|
|
||||||
: include only pending postings/txns
|
|
||||||
|
|
||||||
`-U --uncleared`
|
|
||||||
: include only uncleared (and pending) postings/txns
|
|
||||||
|
|
||||||
`-R --real`
|
|
||||||
: include only non-virtual postings
|
|
||||||
|
|
||||||
`--depth=N`
|
|
||||||
: hide accounts/postings deeper than N
|
|
||||||
|
|
||||||
`-E --empty`
|
|
||||||
: show items with zero amount, normally hidden
|
|
||||||
|
|
||||||
`-B --cost`
|
|
||||||
: convert amounts to their cost at transaction time (using the
|
|
||||||
[transaction price](journal.html#transaction-prices), if any)
|
|
||||||
|
|
||||||
`--pivot TAG`
|
|
||||||
: will transform the journal before any other processing by replacing
|
|
||||||
the account name of every posting having the tag TAG with content
|
|
||||||
VALUE by the account name "TAG:VALUE". The TAG will only match if it
|
|
||||||
is a full-length match. The pivot will only happen if the TAG is on
|
|
||||||
a posting, not if it is on the transaction. If the tag value is a
|
|
||||||
multi:level:account:name the new account name will
|
|
||||||
be "TAG:multi:level:account:name".
|
|
||||||
|
|
||||||
`--anon`
|
|
||||||
: show anonymized accounts and payees
|
|
||||||
|
|
||||||
## KEYS
|
|
||||||
|
|
||||||
`?` 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
|
|
||||||
`ESCAPE`, or `LEFT`) to close it. The following keys work on most
|
|
||||||
screens:
|
|
||||||
|
|
||||||
The cursor keys navigate: `right` (or `enter`) goes deeper, `left`
|
|
||||||
returns to the previous screen,
|
|
||||||
`up`/`down`/`page up`/`page down`/`home`/`end` move up and down through
|
|
||||||
lists. Vi-style `h`/`j`/`k`/`l` movement keys are also supported. A tip:
|
|
||||||
movement 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 do that.)
|
|
||||||
|
|
||||||
With shift pressed, the cursor keys adjust the report period, limiting
|
|
||||||
the transactions to be shown (by default, all are shown).
|
|
||||||
`shift-down/up` steps downward and upward through these standard report
|
|
||||||
period durations: year, quarter, month, week, day. Then,
|
|
||||||
`shift-left/right` moves to the previous/next period. `t` sets the
|
|
||||||
report period to today. (To set a non-standard period, you can use `/`
|
|
||||||
and a `date:` query).
|
|
||||||
|
|
||||||
`/` lets you set a general filter query limiting the data shown, using
|
|
||||||
the same [query terms](/hledger.html#queries) as in hledger and
|
|
||||||
hledger-web. While editing the query, you can use [CTRL-a/e/d/k, BS,
|
|
||||||
cursor
|
|
||||||
keys](http://hackage.haskell.org/package/brick-0.7/docs/Brick-Widgets-Edit.html#t:Editor);
|
|
||||||
press `ENTER` to set it, or `ESCAPE`to cancel. There are also keys for
|
|
||||||
quickly adjusting some common filters like account depth and
|
|
||||||
cleared/uncleared (see below). `BACKSPACE` or `DELETE` removes all
|
|
||||||
filters, showing all transactions.
|
|
||||||
|
|
||||||
`ESCAPE` removes all filters and jumps back to the top screen. Or, it
|
|
||||||
cancels a minibuffer edit or help dialog in progress.
|
|
||||||
|
|
||||||
`g` reloads from the data file(s) and updates the current screen and any
|
|
||||||
previous screens. (With large files, this could cause a noticeable
|
|
||||||
pause.)
|
|
||||||
|
|
||||||
`I` toggles balance assertion checking. Disabling balance assertions
|
|
||||||
temporarily can be useful for troubleshooting.
|
|
||||||
|
|
||||||
`a` runs command-line hledger's add command, and reloads the updated
|
|
||||||
file. This allows some basic data entry.
|
|
||||||
|
|
||||||
`E` runs \$HLEDGER\_UI\_EDITOR, or \$EDITOR, or a default
|
|
||||||
(`emacsclient -a "" -nw`) on the journal file. With some editors (emacs,
|
|
||||||
vi), the cursor will be positioned at the current transaction when
|
|
||||||
invoked from the register and transaction screens, and at the error
|
|
||||||
location (if possible) when invoked from the error screen.
|
|
||||||
|
|
||||||
`q` quits the application.
|
|
||||||
|
|
||||||
Additional screen-specific keys are described below.
|
|
||||||
|
|
||||||
## SCREENS
|
|
||||||
|
|
||||||
### Accounts screen
|
|
||||||
|
|
||||||
This is normally the first screen displayed. It lists accounts and their
|
|
||||||
balances, like hledger's balance command. By default, it shows all
|
|
||||||
accounts and their latest ending balances (including the balances of
|
|
||||||
subaccounts). if you specify a query on the command line, it shows just
|
|
||||||
the matched accounts and the balances from matched transactions.
|
|
||||||
|
|
||||||
Account names are normally indented to show the hierarchy (tree mode).
|
|
||||||
To see less detail, set a depth limit by pressing a number key, `1` to
|
|
||||||
`9`. `0` shows even less detail, collapsing all accounts to a single
|
|
||||||
total. `-` and `+` (or `=`) decrease and increase the depth limit. To
|
|
||||||
remove the depth limit, set it higher than the maximum account depth, or
|
|
||||||
press `ESCAPE`.
|
|
||||||
|
|
||||||
`F` toggles flat mode, in which accounts are shown as a flat list, with
|
|
||||||
their full names. In this mode, account balances exclude subaccounts,
|
|
||||||
except for accounts at the depth limit (as with hledger's balance
|
|
||||||
command).
|
|
||||||
|
|
||||||
`H` toggles between showing historical balances or period balances.
|
|
||||||
Historical balances (the default) are ending balances at the end of the
|
|
||||||
report period, taking into account all transactions before that date
|
|
||||||
(filtered by the filter query if any), including transactions before the
|
|
||||||
start of the report period. In other words, historical balances are what
|
|
||||||
you would see on a bank statement for that account (unless disturbed by
|
|
||||||
a filter query). Period balances ignore transactions before the report
|
|
||||||
start date, so they show the change in balance during the report period.
|
|
||||||
They are more useful eg when viewing a time log.
|
|
||||||
|
|
||||||
`C` toggles cleared mode, in which [uncleared transactions and
|
|
||||||
postings](/journal.html#transactions) are not shown. `U` toggles
|
|
||||||
uncleared mode, in which only uncleared transactions/postings are shown.
|
|
||||||
|
|
||||||
`R` toggles real mode, in which [virtual
|
|
||||||
postings](/journal.html#virtual-postings) are ignored.
|
|
||||||
|
|
||||||
`Z` toggles nonzero mode, in which only accounts with nonzero balances
|
|
||||||
are shown (hledger-ui shows zero items by default, unlike command-line
|
|
||||||
hledger).
|
|
||||||
|
|
||||||
Press `right` or `enter` to view an account's transactions register.
|
|
||||||
|
|
||||||
### Register screen
|
|
||||||
|
|
||||||
This screen shows the transactions affecting a particular account, like
|
|
||||||
a check register. Each line represents one transaction and shows:
|
|
||||||
|
|
||||||
- the other account(s) involved, in abbreviated form. (If there are
|
|
||||||
both real and virtual postings, it shows only the accounts affected
|
|
||||||
by real postings.)
|
|
||||||
|
|
||||||
- the overall change to the current account's balance; positive for an
|
|
||||||
inflow to this account, negative for an outflow.
|
|
||||||
|
|
||||||
- the running historical total or period total for the current
|
|
||||||
account, after the transaction. This can be toggled with `H`.
|
|
||||||
Similar to the accounts screen, the historical total is affected by
|
|
||||||
transactions (filtered by the filter query) before the report start
|
|
||||||
date, while the period total is not. If the historical total is not
|
|
||||||
disturbed by a filter query, it will be the running historical
|
|
||||||
balance you would see on a bank register for the current account.
|
|
||||||
|
|
||||||
If the accounts screen was in tree mode, the register screen will
|
|
||||||
include transactions from both the current account and its subaccounts.
|
|
||||||
If the accounts screen was in flat mode, and a non-depth-clipped account
|
|
||||||
was selected, the register screen will exclude transactions from
|
|
||||||
subaccounts. In other words, the register always shows the transactions
|
|
||||||
responsible for the period balance shown on the accounts screen. As on
|
|
||||||
the accounts screen, this can be toggled with `F`.
|
|
||||||
|
|
||||||
`C` toggles cleared mode, in which [uncleared transactions and
|
|
||||||
postings](/journal.html#transactions) are not shown. `U` toggles
|
|
||||||
uncleared mode, in which only uncleared transactions/postings are shown.
|
|
||||||
|
|
||||||
`R` toggles real mode, in which [virtual
|
|
||||||
postings](/journal.html#virtual-postings) are ignored.
|
|
||||||
|
|
||||||
`Z` toggles nonzero mode, in which only transactions posting a nonzero
|
|
||||||
change are shown (hledger-ui shows zero items by default, unlike
|
|
||||||
command-line hledger).
|
|
||||||
|
|
||||||
Press `right` (or `enter`) to view the selected transaction in detail.
|
|
||||||
|
|
||||||
### Transaction screen
|
|
||||||
|
|
||||||
This screen shows a single transaction, as a general journal entry,
|
|
||||||
similar to hledger's print command and journal format
|
|
||||||
(hledger\_journal(5)).
|
|
||||||
|
|
||||||
The transaction's date(s) and any cleared flag, transaction code,
|
|
||||||
description, comments, along with all of its account postings are shown.
|
|
||||||
Simple transactions have two postings, but there can be more (or in
|
|
||||||
certain cases, fewer).
|
|
||||||
|
|
||||||
`up` and `down` will step through all transactions listed in the
|
|
||||||
previous account register screen. In the title bar, the numbers in
|
|
||||||
parentheses show your position within that account register. They will
|
|
||||||
vary depending on which account register you came from (remember most
|
|
||||||
transactions appear in multiple account registers). The \#N number
|
|
||||||
preceding them is the transaction's position within the complete
|
|
||||||
unfiltered journal, which is a more stable id (at least until the next
|
|
||||||
reload).
|
|
||||||
|
|
||||||
### Error screen
|
|
||||||
|
|
||||||
This screen will appear if there is a problem, such as a parse error,
|
|
||||||
when you press g to reload. Once you have fixed the problem, press g
|
|
||||||
again to reload and resume normal operation. (Or, you can press escape
|
|
||||||
to cancel the reload attempt.)
|
|
||||||
|
|
||||||
## ENVIRONMENT
|
|
||||||
|
|
||||||
**COLUMNS** The screen width to use. Default: the full terminal width.
|
|
||||||
|
|
||||||
**LEDGER\_FILE** The journal file path when not specified with `-f`.
|
|
||||||
Default: `~/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## FILES
|
|
||||||
|
|
||||||
Reads data from one or more files in hledger journal, timeclock,
|
|
||||||
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
|
|
||||||
`$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## BUGS
|
|
||||||
|
|
||||||
The need to precede options with `--` when invoked from hledger is
|
|
||||||
awkward.
|
|
||||||
|
|
||||||
`-f-` doesn't work (hledger-ui can't read from stdin).
|
|
||||||
|
|
||||||
`-V` affects only the accounts screen.
|
|
||||||
|
|
||||||
When you press `g`, the current and all previous screens are
|
|
||||||
regenerated, which may cause a noticeable pause. Also there is no visual
|
|
||||||
indication that this is in progress.
|
|
||||||
|
|
||||||
The register screen's switching between historic balance and running
|
|
||||||
total based on query arguments may be confusing, and there is no column
|
|
||||||
heading to indicate which is being displayed.
|
|
||||||
@ -1,232 +0,0 @@
|
|||||||
# hledger-web
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
hledger-web - web interface for the hledger accounting tool
|
|
||||||
|
|
||||||
## SYNOPSIS
|
|
||||||
|
|
||||||
`hledger-web [OPTIONS]`\
|
|
||||||
`hledger web -- [OPTIONS]`
|
|
||||||
|
|
||||||
<style>
|
|
||||||
.highslide img {max-width:250px; float:right; margin:0 0 1em 1em;}
|
|
||||||
.highslide-caption {color:white; background-color:black;}
|
|
||||||
</style>
|
|
||||||
<a href="images/hledger-web/normal/register.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/register.png" title="Account register view with accounts sidebar" /></a>
|
|
||||||
<a href="images/hledger-web/normal/journal.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/journal.png" title="Journal view" /></a>
|
|
||||||
|
|
||||||
<a href="images/hledger-web/normal/help.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/help.png" title="Help dialog" /></a>
|
|
||||||
<a href="images/hledger-web/normal/add.png" class="highslide" onclick="return hs.expand(this)"><img src="images/hledger-web/normal/add.png" title="Add form" /></a>
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger is a cross-platform program for tracking money, time, or any
|
|
||||||
other commodity, using double-entry accounting and a simple, editable
|
|
||||||
file format. hledger is inspired by and largely compatible with
|
|
||||||
ledger(1).
|
|
||||||
|
|
||||||
hledger-web is hledger's web interface. It starts a simple web
|
|
||||||
application for browsing and adding transactions, and optionally opens
|
|
||||||
it in a web browser window if possible. It provides a more user-friendly
|
|
||||||
UI than the hledger CLI or hledger-ui interface, showing more at once
|
|
||||||
(accounts, the current account register, balance charts) and allowing
|
|
||||||
history-aware data entry, interactive searching, and bookmarking.
|
|
||||||
|
|
||||||
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
|
|
||||||
should put it behind a suitable web proxy. As a small protection against
|
|
||||||
data loss when running an unprotected instance, it writes a numbered
|
|
||||||
backup of the main journal file (only ?) on every edit.
|
|
||||||
|
|
||||||
Like hledger, it reads data from one or more files in hledger journal,
|
|
||||||
timeclock, timedot, or CSV format specified with `-f`, or
|
|
||||||
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
|
|
||||||
hledger\_journal(5) etc.
|
|
||||||
|
|
||||||
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 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
|
|
||||||
no browser windows viewing it).
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger web
|
|
||||||
Starting web app on port 5000 with base url http://localhost:5000
|
|
||||||
Starting web browser if possible
|
|
||||||
Web app will auto-exit after a few minutes with no browsers (or press ctrl-c)
|
|
||||||
```
|
|
||||||
|
|
||||||
With `--server`, it starts the web app in non-transient mode and logs
|
|
||||||
requests to the console. Typically when running hledger web as part of a
|
|
||||||
website you'll want to use `--base-url` to set the
|
|
||||||
protocol/hostname/port/path to be used in hyperlinks. The `--file-url`
|
|
||||||
option allows static files to be served from a different url, eg for
|
|
||||||
better caching or cookie-less serving.
|
|
||||||
|
|
||||||
You can use `--port` to listen on a different TCP port, eg if you are
|
|
||||||
running multiple hledger-web instances. This need not be the same as the
|
|
||||||
PORT in the base url.
|
|
||||||
|
|
||||||
Note there is no built-in access control, so you will need to hide
|
|
||||||
hledger-web behind an authenticating proxy (such as apache or nginx) if
|
|
||||||
you want to restrict who can see and add entries to your journal.
|
|
||||||
|
|
||||||
Command-line options and arguments may be used to set an initial filter
|
|
||||||
on the data. This is not shown in the web UI, but it will be applied in
|
|
||||||
addition to any search query entered there.
|
|
||||||
|
|
||||||
With journal and timeclock files (but not CSV files, currently) the web
|
|
||||||
app detects changes made by other means and will show the new data on
|
|
||||||
the next request. If a change makes the file unparseable, hledger-web
|
|
||||||
will show an error until the file has been fixed.
|
|
||||||
|
|
||||||
## OPTIONS
|
|
||||||
|
|
||||||
Note: if invoking hledger-web as a hledger subcommand, write `--` before
|
|
||||||
options as shown above.
|
|
||||||
|
|
||||||
`--server`
|
|
||||||
: disable browser-opening and auto-exit-on-idle, and log all requests
|
|
||||||
to stdout
|
|
||||||
|
|
||||||
`--port=PORT`
|
|
||||||
: set the TCP port to listen on (default: 5000)
|
|
||||||
|
|
||||||
`--base-url=URL`
|
|
||||||
: set the base url (default: http://localhost:PORT). You would change
|
|
||||||
this when sharing over the network, or integrating within a
|
|
||||||
larger website.
|
|
||||||
|
|
||||||
`--file-url=URL`
|
|
||||||
: set the static files url (default: BASEURL/static). hledger-web
|
|
||||||
normally serves static files itself, but if you wanted to serve them
|
|
||||||
from another server for efficiency, you would set the url with this.
|
|
||||||
|
|
||||||
hledger general options:
|
|
||||||
|
|
||||||
`-h`
|
|
||||||
: show general usage (or after COMMAND, the command's usage)
|
|
||||||
|
|
||||||
`--help`
|
|
||||||
: show the current program's manual as plain text (or after an add-on
|
|
||||||
COMMAND, the add-on's manual)
|
|
||||||
|
|
||||||
`--man`
|
|
||||||
: show the current program's manual with man
|
|
||||||
|
|
||||||
`--info`
|
|
||||||
: show the current program's manual with info
|
|
||||||
|
|
||||||
`--version`
|
|
||||||
: show version
|
|
||||||
|
|
||||||
`--debug[=N]`
|
|
||||||
: show debug output (levels 1-9, default: 1)
|
|
||||||
|
|
||||||
`-f FILE --file=FILE`
|
|
||||||
: use a different input file. For stdin, use -
|
|
||||||
|
|
||||||
`--rules-file=RULESFILE`
|
|
||||||
: Conversion rules file to use when reading CSV (default: FILE.rules)
|
|
||||||
|
|
||||||
`--alias=OLD=NEW`
|
|
||||||
: display accounts named OLD as NEW
|
|
||||||
|
|
||||||
`-I --ignore-assertions`
|
|
||||||
: ignore any failing balance assertions in the journal
|
|
||||||
|
|
||||||
hledger reporting options:
|
|
||||||
|
|
||||||
`-b --begin=DATE`
|
|
||||||
: include postings/txns on or after this date
|
|
||||||
|
|
||||||
`-e --end=DATE`
|
|
||||||
: include postings/txns before this date
|
|
||||||
|
|
||||||
`-D --daily`
|
|
||||||
: multiperiod/multicolumn report by day
|
|
||||||
|
|
||||||
`-W --weekly`
|
|
||||||
: multiperiod/multicolumn report by week
|
|
||||||
|
|
||||||
`-M --monthly`
|
|
||||||
: multiperiod/multicolumn report by month
|
|
||||||
|
|
||||||
`-Q --quarterly`
|
|
||||||
: multiperiod/multicolumn report by quarter
|
|
||||||
|
|
||||||
`-Y --yearly`
|
|
||||||
: multiperiod/multicolumn report by year
|
|
||||||
|
|
||||||
`-p --period=PERIODEXP`
|
|
||||||
: set start date, end date, and/or reporting interval all at once
|
|
||||||
(overrides the flags above)
|
|
||||||
|
|
||||||
`--date2`
|
|
||||||
: show, and match with -b/-e/-p/date:, secondary dates instead
|
|
||||||
|
|
||||||
`-C --cleared`
|
|
||||||
: include only cleared postings/txns
|
|
||||||
|
|
||||||
`--pending`
|
|
||||||
: include only pending postings/txns
|
|
||||||
|
|
||||||
`-U --uncleared`
|
|
||||||
: include only uncleared (and pending) postings/txns
|
|
||||||
|
|
||||||
`-R --real`
|
|
||||||
: include only non-virtual postings
|
|
||||||
|
|
||||||
`--depth=N`
|
|
||||||
: hide accounts/postings deeper than N
|
|
||||||
|
|
||||||
`-E --empty`
|
|
||||||
: show items with zero amount, normally hidden
|
|
||||||
|
|
||||||
`-B --cost`
|
|
||||||
: convert amounts to their cost at transaction time (using the
|
|
||||||
[transaction price](journal.html#transaction-prices), if any)
|
|
||||||
|
|
||||||
`--pivot TAG`
|
|
||||||
: will transform the journal before any other processing by replacing
|
|
||||||
the account name of every posting having the tag TAG with content
|
|
||||||
VALUE by the account name "TAG:VALUE". The TAG will only match if it
|
|
||||||
is a full-length match. The pivot will only happen if the TAG is on
|
|
||||||
a posting, not if it is on the transaction. If the tag value is a
|
|
||||||
multi:level:account:name the new account name will
|
|
||||||
be "TAG:multi:level:account:name".
|
|
||||||
|
|
||||||
`--anon`
|
|
||||||
: show anonymized accounts and payees
|
|
||||||
|
|
||||||
## ENVIRONMENT
|
|
||||||
|
|
||||||
**LEDGER\_FILE** The journal file path when not specified with `-f`.
|
|
||||||
Default: `~/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## FILES
|
|
||||||
|
|
||||||
Reads data from one or more files in hledger journal, timeclock,
|
|
||||||
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
|
|
||||||
`$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## BUGS
|
|
||||||
|
|
||||||
The need to precede options with `--` when invoked from hledger is
|
|
||||||
awkward.
|
|
||||||
|
|
||||||
`-f-` doesn't work (hledger-web can't read from stdin).
|
|
||||||
|
|
||||||
Query arguments and some hledger options are ignored.
|
|
||||||
|
|
||||||
Does not work in text-mode browsers.
|
|
||||||
|
|
||||||
Does not work well on small screens.
|
|
||||||
File diff suppressed because it is too large
Load Diff
Binary file not shown.
|
Before Width: | Height: | Size: 56 KiB |
File diff suppressed because it is too large
Load Diff
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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@ -1,793 +0,0 @@
|
|||||||
# journal format
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
Journal - hledger's default file format, representing a General Journal
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger's usual data source is a plain text file containing journal
|
|
||||||
entries in hledger journal format. This file represents a standard
|
|
||||||
accounting [general
|
|
||||||
journal](http://en.wikipedia.org/wiki/General_journal). I use file names
|
|
||||||
ending in `.journal`, but that's not required. The journal file contains
|
|
||||||
a number of transaction entries, each describing a transfer of money (or
|
|
||||||
any commodity) between two or more named accounts, in a simple format
|
|
||||||
readable by both hledger and humans.
|
|
||||||
|
|
||||||
hledger's journal format is a compatible subset,
|
|
||||||
[mostly](faq.html#file-format-differences), of [ledger's journal
|
|
||||||
format](http://ledger-cli.org/3.0/doc/ledger3.html#Journal-Format), so
|
|
||||||
hledger can work with [compatible](faq.html#file-format-differences)
|
|
||||||
ledger journal files as well. It's safe, and encouraged, to run both
|
|
||||||
hledger and ledger on the same journal file, eg to validate the results
|
|
||||||
you're getting.
|
|
||||||
|
|
||||||
You can use hledger without learning any more about this file; just use
|
|
||||||
the [add](#add) or [web](#web) commands to create and update it. Many
|
|
||||||
users, though, also edit the journal file directly with a text editor,
|
|
||||||
perhaps assisted by the helper modes for emacs or vim.
|
|
||||||
|
|
||||||
Here's an example:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
; A sample journal file. This is a comment.
|
|
||||||
|
|
||||||
2008/01/01 income ; <- transaction's first line starts in column 0, contains date and description
|
|
||||||
assets:bank:checking $1 ; <- posting lines start with whitespace, each contains an account name
|
|
||||||
income:salary $-1 ; followed by at least two spaces and an amount
|
|
||||||
|
|
||||||
2008/06/01 gift
|
|
||||||
assets:bank:checking $1 ; <- at least two postings in a transaction
|
|
||||||
income:gifts $-1 ; <- their amounts must balance to 0
|
|
||||||
|
|
||||||
2008/06/02 save
|
|
||||||
assets:bank:saving $1
|
|
||||||
assets:bank:checking ; <- one amount may be omitted; here $-1 is inferred
|
|
||||||
|
|
||||||
2008/06/03 eat & shop ; <- description can be anything
|
|
||||||
expenses:food $1
|
|
||||||
expenses:supplies $1 ; <- this transaction debits two expense accounts
|
|
||||||
assets:cash ; <- $-2 inferred
|
|
||||||
|
|
||||||
2008/12/31 * pay off ; <- an optional * or ! after the date means "cleared" (or anything you want)
|
|
||||||
liabilities:debts $1
|
|
||||||
assets:bank:checking
|
|
||||||
```
|
|
||||||
|
|
||||||
## FILE FORMAT
|
|
||||||
|
|
||||||
<!-- Now let's explore the available journal file syntax in detail. -->
|
|
||||||
### Transactions
|
|
||||||
|
|
||||||
Transactions are represented by journal entries. Each begins with a
|
|
||||||
[simple date](#simple-dates) in column 0, followed by three optional
|
|
||||||
fields with spaces between them:
|
|
||||||
|
|
||||||
- a status flag, which can be empty or `!` or `*` (meaning
|
|
||||||
"uncleared", "pending" and "cleared", or whatever you want)
|
|
||||||
- a transaction code (eg a check number),
|
|
||||||
- and/or a description
|
|
||||||
|
|
||||||
then some number of postings, of some amount to some account. Each
|
|
||||||
posting is on its own line, consisting of:
|
|
||||||
|
|
||||||
- indentation of one or more spaces (or tabs)
|
|
||||||
- optionally, a `!` or `*` status flag followed by a space
|
|
||||||
- an account name, optionally containing single spaces
|
|
||||||
- optionally, two or more spaces or tabs followed by an amount
|
|
||||||
|
|
||||||
Usually there are two or more postings, though one or none is also
|
|
||||||
possible. The posting amounts within a transaction must always balance,
|
|
||||||
ie add up to 0. Optionally one amount can be left blank, in which case
|
|
||||||
it will be inferred.
|
|
||||||
|
|
||||||
### Dates
|
|
||||||
|
|
||||||
#### Simple dates
|
|
||||||
|
|
||||||
Within a journal file, transaction dates use Y/M/D (or Y-M-D or Y.M.D)
|
|
||||||
Leading zeros are optional. The year may be omitted, in which case it
|
|
||||||
will be inferred from the context - the current transaction, the default
|
|
||||||
year set with a [default year directive](#default-year), or the current
|
|
||||||
date when the command is run. Some examples: `2010/01/31`, `1/31`,
|
|
||||||
`2010-01-31`, `2010.1.31`.
|
|
||||||
|
|
||||||
#### Secondary dates
|
|
||||||
|
|
||||||
Real-life transactions sometimes involve more than one date - eg the
|
|
||||||
date you write a cheque, and the date it clears in your bank. When you
|
|
||||||
want to model this, eg for more accurate balances, you can specify
|
|
||||||
individual [posting dates](#posting-dates), which I recommend. Or, you
|
|
||||||
can use the secondary dates (aka auxiliary/effective dates) feature,
|
|
||||||
supported for compatibility with Ledger.
|
|
||||||
|
|
||||||
A secondary date can be written after the primary date, separated by an
|
|
||||||
equals sign. The primary date, on the left, is used by default; the
|
|
||||||
secondary date, on the right, is used when the `--date2` flag is
|
|
||||||
specified (`--aux-date` or `--effective` also work).
|
|
||||||
|
|
||||||
The meaning of secondary dates is up to you, but it's best to follow a
|
|
||||||
consistent rule. Eg write the bank's clearing date as primary, and when
|
|
||||||
needed, the date the transaction was initiated as secondary.
|
|
||||||
|
|
||||||
Here's an example. Note that a secondary date will use the year of the
|
|
||||||
primary date if unspecified.
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2010/2/23=2/19 movie ticket
|
|
||||||
expenses:cinema $10
|
|
||||||
assets:checking
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger register checking
|
|
||||||
2010/02/23 movie ticket assets:checking $-10 $-10
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger register checking --date2
|
|
||||||
2010/02/19 movie ticket assets:checking $-10 $-10
|
|
||||||
```
|
|
||||||
|
|
||||||
Secondary dates require some effort; you must use them consistently in
|
|
||||||
your journal entries and remember whether to use or not use the
|
|
||||||
`--date2` flag for your reports. They are included in hledger for Ledger
|
|
||||||
compatibility, but posting dates are a more powerful and less confusing
|
|
||||||
alternative.
|
|
||||||
|
|
||||||
#### Posting dates
|
|
||||||
|
|
||||||
You can give individual postings a different date from their parent
|
|
||||||
transaction, by adding a [posting comment](#comments) containing a
|
|
||||||
[tag](#tags) (see below) like `date:DATE`. This is probably the best way
|
|
||||||
to control posting dates precisely. Eg in this example the expense
|
|
||||||
should appear in May reports, and the deduction from checking should be
|
|
||||||
reported on 6/1 for easy bank reconciliation:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2015/5/30
|
|
||||||
expenses:food $10 ; food purchased on saturday 5/30
|
|
||||||
assets:checking ; bank cleared it on monday, date:6/1
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.j register food
|
|
||||||
2015/05/30 expenses:food $10 $10
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.j register checking
|
|
||||||
2015/06/01 assets:checking $-10 $-10
|
|
||||||
```
|
|
||||||
|
|
||||||
DATE should be a [simple date](#simple-dates); if the year is not
|
|
||||||
specified it will use the year of the transaction's date. You can set
|
|
||||||
the secondary date similarly, with `date2:DATE2`. The `date:` or
|
|
||||||
`date2:` tags must have a valid simple date value if they are present,
|
|
||||||
eg a `date:` tag with no value is not allowed.
|
|
||||||
|
|
||||||
Ledger's earlier, more compact bracketed date syntax is also supported:
|
|
||||||
`[DATE]`, `[DATE=DATE2]` or `[=DATE2]`. hledger will attempt to parse
|
|
||||||
any square-bracketed sequence of the `0123456789/-.=` characters in this
|
|
||||||
way. With this syntax, DATE infers its year from the transaction and
|
|
||||||
DATE2 infers its year from DATE.
|
|
||||||
|
|
||||||
### Account names
|
|
||||||
|
|
||||||
Account names typically have several parts separated by a full colon,
|
|
||||||
from which hledger derives a hierarchical chart of accounts. They can be
|
|
||||||
anything you like, but in finance there are traditionally five top-level
|
|
||||||
accounts: `assets`, `liabilities`, `income`, `expenses`, and `equity`.
|
|
||||||
|
|
||||||
Account names may contain single spaces, eg:
|
|
||||||
`assets:accounts receivable`. Because of this, they must always be
|
|
||||||
followed by **two or more spaces** (or newline).
|
|
||||||
|
|
||||||
Account names can be [aliased](#account-aliases).
|
|
||||||
|
|
||||||
### Amounts
|
|
||||||
|
|
||||||
After the account name, there is usually an amount. Important: between
|
|
||||||
account name and amount, there must be **two or more spaces**.
|
|
||||||
|
|
||||||
Amounts consist of a number and (usually) a currency symbol or commodity
|
|
||||||
name. Some examples:
|
|
||||||
|
|
||||||
`2.00001`\
|
|
||||||
`$1`\
|
|
||||||
`4000 AAPL`\
|
|
||||||
`3 "green apples"`\
|
|
||||||
`-$1,000,000.00`\
|
|
||||||
`INR 9,99,99,999.00`\
|
|
||||||
`EUR -2.000.000,00`
|
|
||||||
|
|
||||||
As you can see, the amount format is somewhat flexible:
|
|
||||||
|
|
||||||
- amounts are a number (the "quantity") and optionally a currency
|
|
||||||
symbol/commodity name (the "commodity").
|
|
||||||
- the commodity is a symbol, word, or double-quoted phrase, on the
|
|
||||||
left or right, with or without a separating space
|
|
||||||
- negative amounts with a commodity on the left can have the minus
|
|
||||||
sign before or after it
|
|
||||||
- digit groups (thousands, or any other grouping) can be separated by
|
|
||||||
commas (in which case period is used for decimal point) or periods
|
|
||||||
(in which case comma is used for decimal point)
|
|
||||||
|
|
||||||
You can use any of these variations when recording data, but when
|
|
||||||
hledger displays amounts, it will choose a consistent format for each
|
|
||||||
commodity. (Except for [price amounts](#prices), which are always
|
|
||||||
formatted as written). The display format is chosen as follows:
|
|
||||||
|
|
||||||
- if there is a [commodity directive](#commodity-directive) specifying
|
|
||||||
the format, that is used
|
|
||||||
- otherwise the format is inferred from the first posting amount in
|
|
||||||
that commodity in the journal, and the precision (number of
|
|
||||||
decimal places) will be the maximum from all posting amounts in that
|
|
||||||
commmodity
|
|
||||||
- or if there are no such amounts in the journal, a default format is
|
|
||||||
used (like `$1000.00`).
|
|
||||||
|
|
||||||
Price amounts and amounts in D directives usually don't affect amount
|
|
||||||
format inference, but in some situations they can do so indirectly. (Eg
|
|
||||||
when D's default commodity is applied to a commodity-less amount, or
|
|
||||||
when an amountless posting is balanced using a price's commodity, or
|
|
||||||
when -V is used.) If you find this causing problems, set the desired
|
|
||||||
format with a commodity directive.
|
|
||||||
|
|
||||||
### Virtual Postings
|
|
||||||
|
|
||||||
When you parenthesise the account name in a posting, we call that a
|
|
||||||
*virtual posting*, which means:
|
|
||||||
|
|
||||||
- it is ignored when checking that the transaction is balanced
|
|
||||||
- it is excluded from reports when the `--real/-R` flag is used, or
|
|
||||||
the `real:1` query.
|
|
||||||
|
|
||||||
You could use this, eg, to set an account's opening balance without
|
|
||||||
needing to use the `equity:opening balances` account:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
1/1 special unbalanced posting to set initial balance
|
|
||||||
(assets:checking) $1000
|
|
||||||
```
|
|
||||||
|
|
||||||
When the account name is bracketed, we call it a *balanced virtual
|
|
||||||
posting*. This is like an ordinary virtual posting except the balanced
|
|
||||||
virtual postings in a transaction must balance to 0, like the real
|
|
||||||
postings (but separately from them). Balanced virtual postings are also
|
|
||||||
excluded by `--real/-R` or `real:1`.
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
1/1 buy food with cash, and update some budget-tracking subaccounts elsewhere
|
|
||||||
expenses:food $10
|
|
||||||
assets:cash $-10
|
|
||||||
[assets:checking:available] $10
|
|
||||||
[assets:checking:budget:food] $-10
|
|
||||||
```
|
|
||||||
|
|
||||||
Virtual postings have some legitimate uses, but those are few. You can
|
|
||||||
usually find an equivalent journal entry using real postings, which is
|
|
||||||
more correct and provides better error checking.
|
|
||||||
|
|
||||||
### Balance Assertions
|
|
||||||
|
|
||||||
hledger supports ledger-style [balance
|
|
||||||
assertions](http://ledger-cli.org/3.0/doc/ledger3.html#Balance-assertions)
|
|
||||||
in journal files. These look like `=EXPECTEDBALANCE` following a
|
|
||||||
posting's amount. Eg in this example we assert the expected dollar
|
|
||||||
balance in accounts a and b after each posting:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2013/1/1
|
|
||||||
a $1 =$1
|
|
||||||
b =$-1
|
|
||||||
|
|
||||||
2013/1/2
|
|
||||||
a $1 =$2
|
|
||||||
b $-1 =$-2
|
|
||||||
```
|
|
||||||
|
|
||||||
After reading a journal file, hledger will check all balance assertions
|
|
||||||
and report an error if any of them fail. Balance assertions can protect
|
|
||||||
you from, eg, inadvertently disrupting reconciled balances while
|
|
||||||
cleaning up old entries. You can disable them temporarily with the
|
|
||||||
`--ignore-assertions` flag, which can be useful for troubleshooting or
|
|
||||||
for reading Ledger files.
|
|
||||||
|
|
||||||
#### Assertions and ordering
|
|
||||||
|
|
||||||
hledger sorts an account's postings and assertions first by date and
|
|
||||||
then (for postings on the same day) by parse order. Note this is
|
|
||||||
different from Ledger, which sorts assertions only by parse order.
|
|
||||||
(Also, Ledger assertions do not see the accumulated effect of repeated
|
|
||||||
postings to the same account within a transaction.)
|
|
||||||
|
|
||||||
So, hledger balance assertions keep working if you reorder
|
|
||||||
differently-dated transactions within the journal. But if you reorder
|
|
||||||
same-dated transactions or postings, assertions might break and require
|
|
||||||
updating. This order dependence does bring an advantage: precise control
|
|
||||||
over the order of postings and assertions within a day, so you can
|
|
||||||
assert intra-day balances.
|
|
||||||
|
|
||||||
With [included files](#including-other-files), things are a little more
|
|
||||||
complicated. Including preserves the ordering of postings and
|
|
||||||
assertions. If you have multiple postings to an account on the same day,
|
|
||||||
split across different files, and you also want to assert the account's
|
|
||||||
balance on the same day, you'll have to put the assertion in the right
|
|
||||||
file.
|
|
||||||
|
|
||||||
#### Assertions and commodities
|
|
||||||
|
|
||||||
The asserted balance must be a simple single-commodity amount, and in
|
|
||||||
fact the assertion checks only this commodity's balance within the
|
|
||||||
(possibly multi-commodity) account balance. We could call this a partial
|
|
||||||
balance assertion. This is compatible with Ledger, and makes it possible
|
|
||||||
to make assertions about accounts containing multiple commodities.
|
|
||||||
|
|
||||||
To assert each commodity's balance in such a multi-commodity account,
|
|
||||||
you can add multiple postings (with amount 0 if necessary). But note
|
|
||||||
that no matter how many assertions you add, you can't be sure the
|
|
||||||
account does not contain some unexpected commodity. (We'll add support
|
|
||||||
for this kind of total balance assertion if there's demand.)
|
|
||||||
|
|
||||||
#### Assertions and subaccounts
|
|
||||||
|
|
||||||
Balance assertions do not count the balance from subaccounts; they check
|
|
||||||
the posted account's exclusive balance. For example:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
1/1
|
|
||||||
checking:fund 1 = 1 ; post to this subaccount, its balance is now 1
|
|
||||||
checking 1 = 1 ; post to the parent account, its exclusive balance is now 1
|
|
||||||
equity
|
|
||||||
```
|
|
||||||
|
|
||||||
The balance report's flat mode shows these exclusive balances more
|
|
||||||
clearly:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger bal checking --flat
|
|
||||||
1 checking
|
|
||||||
1 checking:fund
|
|
||||||
--------------------
|
|
||||||
2
|
|
||||||
```
|
|
||||||
|
|
||||||
#### Assertions and virtual postings
|
|
||||||
|
|
||||||
Balance assertions are checked against all postings, both real and
|
|
||||||
[virtual](#virtual-postings). They are not affected by the `--real/-R`
|
|
||||||
flag or `real:` query.
|
|
||||||
|
|
||||||
### Prices
|
|
||||||
|
|
||||||
#### Transaction prices
|
|
||||||
|
|
||||||
When recording a transaction, you can also record an amount's price in
|
|
||||||
another commodity. This documents the exchange rate, cost (of a
|
|
||||||
purchase), or selling price (of a sale) that was in effect within this
|
|
||||||
particular transaction (or more precisely, within the particular
|
|
||||||
posting). These transaction prices are fixed, and do not change.
|
|
||||||
|
|
||||||
Such priced amounts can be displayed in their transaction price's
|
|
||||||
commodity, by using the `--cost/-B` flag (B for "cost Basis"), supported
|
|
||||||
by most hledger commands.
|
|
||||||
|
|
||||||
There are three ways to specify a transaction price:
|
|
||||||
|
|
||||||
1. Write the unit price (aka exchange rate), as `@ UNITPRICE` after the
|
|
||||||
amount:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2009/1/1
|
|
||||||
assets:foreign currency €100 @ $1.35 ; one hundred euros at $1.35 each
|
|
||||||
assets:cash
|
|
||||||
```
|
|
||||||
|
|
||||||
2. Or write the total price, as `@@ TOTALPRICE` after the amount:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2009/1/1
|
|
||||||
assets:foreign currency €100 @@ $135 ; one hundred euros at $135 for the lot
|
|
||||||
assets:cash
|
|
||||||
```
|
|
||||||
|
|
||||||
3. Or let hledger infer the price so as to balance the transaction. To
|
|
||||||
permit this, you must fully specify all posting amounts, and their
|
|
||||||
sum must have a non-zero amount in exactly two commodities:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2009/1/1
|
|
||||||
assets:foreign currency €100 ; one hundred euros
|
|
||||||
assets:cash $-135 ; exchanged for $135
|
|
||||||
```
|
|
||||||
|
|
||||||
With any of the above examples we get:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger print -B
|
|
||||||
2009/01/01
|
|
||||||
assets:foreign currency $135.00
|
|
||||||
assets:cash $-135.00
|
|
||||||
```
|
|
||||||
|
|
||||||
Example use for transaction prices: recording the effective conversion
|
|
||||||
rate of purchases made in a foreign currency.
|
|
||||||
|
|
||||||
#### Market prices
|
|
||||||
|
|
||||||
Market prices are not tied to a particular transaction; they represent
|
|
||||||
historical exchange rates between two commodities, usually from some
|
|
||||||
public market which publishes such rates.
|
|
||||||
|
|
||||||
When market prices are known, the `-V/--value` option will use them to
|
|
||||||
convert reported amounts to their market value as of the report end
|
|
||||||
date. This option is currently available only with the
|
|
||||||
[balance](#balance) command.
|
|
||||||
|
|
||||||
You record market prices (Ledger calls them historical prices) with a P
|
|
||||||
directive, in the journal or perhaps in a separate
|
|
||||||
[included](#including-other-files) file. Market price directives have
|
|
||||||
the format:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
P DATE COMMODITYSYMBOL UNITPRICE
|
|
||||||
```
|
|
||||||
|
|
||||||
<!-- (A time and numeric time zone are allowed but ignored, like ledger.) -->
|
|
||||||
For example, the following directives say that the euro's exchange rate
|
|
||||||
was 1.35 US dollars during 2009, and \$1.40 from 2010 onward (and
|
|
||||||
unknown before 2009).
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
P 2009/1/1 € $1.35
|
|
||||||
P 2010/1/1 € $1.40
|
|
||||||
```
|
|
||||||
|
|
||||||
Example use for market prices: tracking the value of stocks.
|
|
||||||
|
|
||||||
<!--
|
|
||||||
This is different from Ledger, where transaction prices fluctuate by
|
|
||||||
default. Ledger has a different syntax for specifying
|
|
||||||
[fixed prices](http://ledger-cli.org/3.0/doc/ledger3.html#Fixing-Lot-Prices):
|
|
||||||
`{=PRICE}`. hledger parses that syntax, and (currently) ignores it.
|
|
||||||
-->
|
|
||||||
<!-- hledger treats this as an alternate spelling of `@ PRICE`, for greater compatibility with Ledger files. -->
|
|
||||||
### Comments
|
|
||||||
|
|
||||||
Lines in the journal beginning with a semicolon (`;`) or hash (`#`) or
|
|
||||||
asterisk (`*`) are comments, and will be ignored. (Asterisk comments
|
|
||||||
make it easy to treat your journal like an org-mode outline in emacs.)
|
|
||||||
|
|
||||||
Also, anything between [`comment` and `end comment`
|
|
||||||
directives](#multi-line-comments) is a (multi-line) comment. If there is
|
|
||||||
no `end comment`, the comment extends to the end of the file.
|
|
||||||
|
|
||||||
You can attach comments to a transaction by writing them after the
|
|
||||||
description and/or indented on the following lines (before the
|
|
||||||
postings). Similarly, you can attach comments to an individual posting
|
|
||||||
by writing them after the amount and/or indented on the following lines.
|
|
||||||
|
|
||||||
Some examples:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
# a journal comment
|
|
||||||
|
|
||||||
; also a journal comment
|
|
||||||
|
|
||||||
comment
|
|
||||||
This is a multiline comment,
|
|
||||||
which continues until a line
|
|
||||||
where the "end comment" string
|
|
||||||
appears on its own.
|
|
||||||
end comment
|
|
||||||
|
|
||||||
2012/5/14 something ; a transaction comment
|
|
||||||
; the transaction comment, continued
|
|
||||||
posting1 1 ; a comment for posting 1
|
|
||||||
posting2
|
|
||||||
; a comment for posting 2
|
|
||||||
; another comment line for posting 2
|
|
||||||
; a journal comment (because not indented)
|
|
||||||
```
|
|
||||||
|
|
||||||
### Tags
|
|
||||||
|
|
||||||
A *tag* is a word followed by a full colon inside a transaction or
|
|
||||||
posting [comment](#comments). You can write multiple tags, comma
|
|
||||||
separated. Eg: `; a comment containing sometag:, anothertag:`. You can
|
|
||||||
search for tags with the [`tag:` query](manual#queries).
|
|
||||||
|
|
||||||
A tag can also have a value, which is any text between the colon and the
|
|
||||||
next comma or newline, excluding leading/trailing whitespace. (So
|
|
||||||
hledger tag values can not contain commas or newlines).
|
|
||||||
|
|
||||||
Tags in a transaction comment affect the transaction and all of its
|
|
||||||
postings, while tags in a posting comment affect only that posting. For
|
|
||||||
example, the following transaction has three tags (A, TAG2, third-tag)
|
|
||||||
and the posting has four (A, TAG2, third-tag, posting-tag):
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
1/1 a transaction ; A:, TAG2:
|
|
||||||
; third-tag: a third transaction tag, this time with a value
|
|
||||||
(a) $1 ; posting-tag:
|
|
||||||
```
|
|
||||||
|
|
||||||
Tags are like Ledger's
|
|
||||||
[metadata](http://ledger-cli.org/3.0/doc/ledger3.html#Metadata) feature,
|
|
||||||
except hledger's tag values are simple strings.
|
|
||||||
|
|
||||||
### Directives
|
|
||||||
|
|
||||||
#### Account aliases
|
|
||||||
|
|
||||||
You can define aliases which rewrite your account names (after reading
|
|
||||||
the journal, before generating reports). hledger's account aliases can
|
|
||||||
be useful for:
|
|
||||||
|
|
||||||
- expanding shorthand account names to their full form, allowing
|
|
||||||
easier data entry and a less verbose journal
|
|
||||||
- adapting old journals to your current chart of accounts
|
|
||||||
- experimenting with new account organisations, like a new hierarchy
|
|
||||||
or combining two accounts into one
|
|
||||||
- customising reports
|
|
||||||
|
|
||||||
See also [How to use account aliases](how-to-use-account-aliases.html).
|
|
||||||
|
|
||||||
##### Basic aliases
|
|
||||||
|
|
||||||
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
|
|
||||||
[included files](#including-other-files). The spaces around the = are
|
|
||||||
optional:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
alias OLD = NEW
|
|
||||||
```
|
|
||||||
|
|
||||||
Or, you can use the `--alias 'OLD=NEW'` option on the command line. This
|
|
||||||
affects all entries. It's useful for trying out aliases interactively.
|
|
||||||
|
|
||||||
OLD and NEW are full account names. hledger will replace any occurrence
|
|
||||||
of the old account name with the new one. Subaccounts are also affected.
|
|
||||||
Eg:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
alias checking = assets:bank:wells fargo:checking
|
|
||||||
# rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
|
|
||||||
```
|
|
||||||
|
|
||||||
##### Regex aliases
|
|
||||||
|
|
||||||
There is also a more powerful variant that uses a regular expression,
|
|
||||||
indicated by the forward slashes. (This was the default behaviour in
|
|
||||||
hledger 0.24-0.25):
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
alias /REGEX/ = REPLACEMENT
|
|
||||||
```
|
|
||||||
|
|
||||||
or `--alias '/REGEX/=REPLACEMENT'`.
|
|
||||||
|
|
||||||
<!-- (Can also be written `'/REGEX/REPLACEMENT/'`). -->
|
|
||||||
REGEX is a case-insensitive regular expression. Anywhere it matches
|
|
||||||
inside an account name, the matched part will be replaced by
|
|
||||||
REPLACEMENT. If REGEX contains parenthesised match groups, these can be
|
|
||||||
referenced by the usual numeric backreferences in REPLACEMENT. Note,
|
|
||||||
currently regular expression aliases may cause noticeable slow-downs.
|
|
||||||
(And if you use Ledger on your hledger file, they will be ignored.) Eg:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
|
|
||||||
# rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
|
|
||||||
```
|
|
||||||
|
|
||||||
##### Multiple aliases
|
|
||||||
|
|
||||||
You can define as many aliases as you like using directives or
|
|
||||||
command-line options. Aliases are recursive - each alias sees the result
|
|
||||||
of applying previous ones. (This is different from Ledger, where aliases
|
|
||||||
are non-recursive by default). Aliases are applied in the following
|
|
||||||
order:
|
|
||||||
|
|
||||||
1. alias directives, most recently seen first (recent directives take
|
|
||||||
precedence over earlier ones; directives not yet seen are ignored)
|
|
||||||
2. alias options, in the order they appear on the command line
|
|
||||||
|
|
||||||
##### end aliases
|
|
||||||
|
|
||||||
You can clear (forget) all currently defined aliases with the
|
|
||||||
`end aliases` directive:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
end aliases
|
|
||||||
```
|
|
||||||
|
|
||||||
#### account directive
|
|
||||||
|
|
||||||
The `account` directive predefines account names, as in Ledger and
|
|
||||||
Beancount. This may be useful for your own documentation; hledger
|
|
||||||
doesn't make use of it yet.
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
; account ACCT
|
|
||||||
; OPTIONAL COMMENTS/TAGS...
|
|
||||||
|
|
||||||
account assets:bank:checking
|
|
||||||
a comment
|
|
||||||
acct-no:12345
|
|
||||||
|
|
||||||
account expenses:food
|
|
||||||
|
|
||||||
; etc.
|
|
||||||
```
|
|
||||||
|
|
||||||
#### apply account directive
|
|
||||||
|
|
||||||
You can specify a parent account which will be prepended to all accounts
|
|
||||||
within a section of the journal. Use the `apply account` and
|
|
||||||
`end apply account` directives like so:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
apply account home
|
|
||||||
|
|
||||||
2010/1/1
|
|
||||||
food $10
|
|
||||||
cash
|
|
||||||
|
|
||||||
end apply account
|
|
||||||
```
|
|
||||||
|
|
||||||
which is equivalent to:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
2010/01/01
|
|
||||||
home:food $10
|
|
||||||
home:cash $-10
|
|
||||||
```
|
|
||||||
|
|
||||||
If `end apply account` is omitted, the effect lasts to the end of the
|
|
||||||
file. Included files are also affected, eg:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
apply account business
|
|
||||||
include biz.journal
|
|
||||||
end apply account
|
|
||||||
apply account personal
|
|
||||||
include personal.journal
|
|
||||||
```
|
|
||||||
|
|
||||||
Prior to hledger 1.0, legacy `account` and `end` spellings were also
|
|
||||||
supported.
|
|
||||||
|
|
||||||
#### Multi-line comments
|
|
||||||
|
|
||||||
A line containing just `comment` starts a multi-line comment, and a line
|
|
||||||
containing just `end comment` ends it. See [comments](#comments).
|
|
||||||
|
|
||||||
#### commodity directive
|
|
||||||
|
|
||||||
The `commodity` directive predefines commodities (currently this is just
|
|
||||||
informational), and also it may define the display format for amounts in
|
|
||||||
this commodity (overriding the automatically inferred format).
|
|
||||||
|
|
||||||
It may be written on a single line, like this:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
; commodity EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display AAAA amounts with the symbol on the right, space-separated,
|
|
||||||
; using period as decimal point, with four decimal places, and
|
|
||||||
; separating thousands with comma.
|
|
||||||
commodity 1,000.0000 AAAA
|
|
||||||
```
|
|
||||||
|
|
||||||
or on multiple lines, using the "format" subdirective. In this case the
|
|
||||||
commodity symbol appears twice and should be the same in both places:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
; commodity SYMBOL
|
|
||||||
; format EXAMPLEAMOUNT
|
|
||||||
|
|
||||||
; display indian rupees with currency name on the left,
|
|
||||||
; thousands, lakhs and crores comma-separated,
|
|
||||||
; period as decimal point, and two decimal places.
|
|
||||||
commodity INR
|
|
||||||
format INR 9,99,99,999.00
|
|
||||||
```
|
|
||||||
|
|
||||||
#### Default commodity
|
|
||||||
|
|
||||||
The D directive sets a default commodity (and display format), to be
|
|
||||||
used for amounts without a commodity symbol (ie, plain numbers). (Note
|
|
||||||
this differs from Ledger's default commodity directive.) The commodity
|
|
||||||
and display format will be applied to all subsequent commodity-less
|
|
||||||
amounts, or until the next D directive.
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
# commodity-less amounts should be treated as dollars
|
|
||||||
# (and displayed with symbol on the left, thousands separators and two decimal places)
|
|
||||||
D $1,000.00
|
|
||||||
|
|
||||||
1/1
|
|
||||||
a 5 # <- commodity-less amount, becomes $1
|
|
||||||
b
|
|
||||||
```
|
|
||||||
|
|
||||||
#### Default year
|
|
||||||
|
|
||||||
You can set a default year to be used for subsequent dates which don't
|
|
||||||
specify a year. This is a line beginning with `Y` followed by the year.
|
|
||||||
Eg:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
Y2009 ; set default year to 2009
|
|
||||||
|
|
||||||
12/15 ; equivalent to 2009/12/15
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
|
|
||||||
Y2010 ; change default year to 2010
|
|
||||||
|
|
||||||
2009/1/30 ; specifies the year, not affected
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
|
|
||||||
1/31 ; equivalent to 2010/1/31
|
|
||||||
expenses 1
|
|
||||||
assets
|
|
||||||
```
|
|
||||||
|
|
||||||
#### Including other files
|
|
||||||
|
|
||||||
You can pull in the content of additional journal files by writing an
|
|
||||||
include directive, like this:
|
|
||||||
|
|
||||||
``` {.journal}
|
|
||||||
include path/to/file.journal
|
|
||||||
```
|
|
||||||
|
|
||||||
If the path does not begin with a slash, it is relative to the current
|
|
||||||
file. Glob patterns (`*`) are not currently supported.
|
|
||||||
|
|
||||||
The `include` directive can only be used in journal files. It can
|
|
||||||
include journal, timeclock or timedot files, but not CSV files.
|
|
||||||
|
|
||||||
## EDITOR SUPPORT
|
|
||||||
|
|
||||||
Add-on modes exist for various text editors, to make working with
|
|
||||||
journal files easier. They add colour, navigation aids and helpful
|
|
||||||
commands. For hledger users who edit the journal file directly (the
|
|
||||||
majority), using one of these modes is quite recommended.
|
|
||||||
|
|
||||||
These were written with Ledger in mind, but also work with hledger
|
|
||||||
files:
|
|
||||||
|
|
||||||
----------------- -----------------------------------------------------
|
|
||||||
Emacs <http://www.ledger-cli.org/3.0/doc/ledger-mode.html>
|
|
||||||
|
|
||||||
Vim <https://github.com/ledger/ledger/wiki/Getting-starte
|
|
||||||
d>
|
|
||||||
|
|
||||||
Sublime Text <https://github.com/ledger/ledger/wiki/Using-Sublime-
|
|
||||||
Text>
|
|
||||||
|
|
||||||
Textmate <https://github.com/ledger/ledger/wiki/Using-TextMate
|
|
||||||
-2>
|
|
||||||
|
|
||||||
Text Wrangler <https://github.com/ledger/ledger/wiki/Editing-Ledger
|
|
||||||
-files-with-TextWrangler>
|
|
||||||
----------------- -----------------------------------------------------
|
|
||||||
|
|
||||||
<!-- Some related LedgerTips:
|
|
||||||
https://twitter.com/LedgerTips/status/504061626233159681
|
|
||||||
https://twitter.com/LedgerTips/status/502820400276193280
|
|
||||||
https://twitter.com/LedgerTips/status/502503912084361216
|
|
||||||
https://twitter.com/LedgerTips/status/501767602067472384
|
|
||||||
-->
|
|
||||||
|
|
||||||
File diff suppressed because it is too large
Load Diff
@ -1,76 +0,0 @@
|
|||||||
# timeclock format
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
Timeclock - the time logging format of timeclock.el, as read by hledger
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger can read timeclock files. [As with
|
|
||||||
Ledger](http://ledger-cli.org/3.0/doc/ledger3.html#Time-Keeping), these
|
|
||||||
are (a subset of)
|
|
||||||
[timeclock.el](http://www.emacswiki.org/emacs/TimeClock)'s format,
|
|
||||||
containing clock-in and clock-out entries as in the example below. The
|
|
||||||
date is a [simple date](#simple-dates). The time format is
|
|
||||||
HH:MM\[:SS\]\[+-ZZZZ\]. Seconds and timezone are optional. The timezone,
|
|
||||||
if present, must be four digits and is ignored (currently the time is
|
|
||||||
always interpreted as a local time).
|
|
||||||
|
|
||||||
``` {.timeclock}
|
|
||||||
i 2015/03/30 09:00:00 some:account name optional description after two spaces
|
|
||||||
o 2015/03/30 09:20:00
|
|
||||||
i 2015/03/31 22:21:45 another account
|
|
||||||
o 2015/04/01 02:00:34
|
|
||||||
```
|
|
||||||
|
|
||||||
hledger treats each clock-in/clock-out pair as a transaction posting
|
|
||||||
some number of hours to an account. Or if the session spans more than
|
|
||||||
one day, it is split into several transactions, one for each day. For
|
|
||||||
the above time log, `hledger print` generates these journal entries:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.timeclock print
|
|
||||||
2015/03/30 * optional description after two spaces
|
|
||||||
(some:account name) 0.33h
|
|
||||||
|
|
||||||
2015/03/31 * 22:21-23:59
|
|
||||||
(another account) 1.64h
|
|
||||||
|
|
||||||
2015/04/01 * 00:00-02:00
|
|
||||||
(another account) 2.01h
|
|
||||||
```
|
|
||||||
|
|
||||||
Here is a
|
|
||||||
[sample.timeclock](https://raw.github.com/simonmichael/hledger/master/data/sample.timeclock)
|
|
||||||
to download and some queries to try:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f sample.timeclock balance # current time balances
|
|
||||||
$ hledger -f sample.timeclock register -p 2009/3 # sessions in march 2009
|
|
||||||
$ hledger -f sample.timeclock register -p weekly --depth 1 --empty # time summary by week
|
|
||||||
```
|
|
||||||
|
|
||||||
To generate time logs, ie to clock in and clock out, you could:
|
|
||||||
|
|
||||||
- use emacs and the built-in timeclock.el, or the extended
|
|
||||||
[timeclock-x.el](http://www.emacswiki.org/emacs/timeclock-x.el) and
|
|
||||||
perhaps the extras in
|
|
||||||
[ledgerutils.el](http://hub.darcs.net/simon/ledgertools/ledgerutils.el)
|
|
||||||
|
|
||||||
- at the command line, use these bash aliases:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
alias ti="echo i `date '+%Y-%m-%d %H:%M:%S'` \$* >>$TIMELOG"
|
|
||||||
alias to="echo o `date '+%Y-%m-%d %H:%M:%S'` >>$TIMELOG"
|
|
||||||
```
|
|
||||||
|
|
||||||
- or use the old `ti` and `to` scripts in the [ledger 2.x
|
|
||||||
repository](https://github.com/ledger/ledger/tree/maint/scripts).
|
|
||||||
These rely on a "timeclock" executable which I think is just the
|
|
||||||
ledger 2 executable renamed.
|
|
||||||
|
|
||||||
|
|
||||||
@ -1,121 +0,0 @@
|
|||||||
# timedot format
|
|
||||||
|
|
||||||
This doc is for version **1.0**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
Timedot - hledger's human-friendly time logging format
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
Timedot is a plain text format for logging dated, categorised quantities
|
|
||||||
(eg time), supported by hledger. It is convenient for approximate and
|
|
||||||
retroactive time logging, eg when the real-time clock-in/out required
|
|
||||||
with a timeclock file is too precise or too interruptive. It can be
|
|
||||||
formatted like a bar chart, making clear at a glance where time was
|
|
||||||
spent.
|
|
||||||
|
|
||||||
Though called "timedot", the format does not specify the commodity being
|
|
||||||
logged, so could represent other dated, quantifiable things. Eg you
|
|
||||||
could record a single-entry journal of financial transactions, perhaps
|
|
||||||
slightly more conveniently than with hledger\_journal(5) format.
|
|
||||||
|
|
||||||
## FILE FORMAT
|
|
||||||
|
|
||||||
A timedot file contains a series of day entries. A day entry begins with
|
|
||||||
a date, and is followed by category/quantity pairs, one per line. Dates
|
|
||||||
are hledger-style [simple dates](#simple-dates) (see
|
|
||||||
hledger\_journal(5)). Categories are hledger-style account names,
|
|
||||||
optionally indented. There must be at least two spaces between the
|
|
||||||
category and the quantity. Quantities can be written in two ways:
|
|
||||||
|
|
||||||
1. a series of dots (period characters). Each dot represents "a
|
|
||||||
quarter" - eg, a quarter hour. Spaces can be used to group dots into
|
|
||||||
hours, for easier counting.
|
|
||||||
|
|
||||||
2. a number (integer or decimal), representing "units" - eg, hours. A
|
|
||||||
good alternative when dots are cumbersome. (A number also can record
|
|
||||||
negative quantities.)
|
|
||||||
|
|
||||||
Blank lines and lines beginning with \#, ; or \* are ignored. An
|
|
||||||
example:
|
|
||||||
|
|
||||||
``` {.timedot}
|
|
||||||
# on this day, 6h was spent on client work, 1.5h on haskell FOSS work, etc.
|
|
||||||
2016/2/1
|
|
||||||
inc:client1 .... .... .... .... .... ....
|
|
||||||
fos:haskell .... ..
|
|
||||||
biz:research .
|
|
||||||
|
|
||||||
2016/2/2
|
|
||||||
inc:client1 .... ....
|
|
||||||
biz:research .
|
|
||||||
```
|
|
||||||
|
|
||||||
Or with numbers:
|
|
||||||
|
|
||||||
``` {.timedot}
|
|
||||||
2016/2/3
|
|
||||||
inc:client1 4
|
|
||||||
fos:hledger 3
|
|
||||||
biz:research 1
|
|
||||||
```
|
|
||||||
|
|
||||||
Reporting:
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.timedot print date:2016/2/2
|
|
||||||
2016/02/02 *
|
|
||||||
(inc:client1) 2.00
|
|
||||||
|
|
||||||
2016/02/02 *
|
|
||||||
(biz:research) 0.25
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.timedot bal --daily --tree
|
|
||||||
Balance changes in 2016/02/01-2016/02/03:
|
|
||||||
|
|
||||||
|| 2016/02/01d 2016/02/02d 2016/02/03d
|
|
||||||
============++========================================
|
|
||||||
biz || 0.25 0.25 1.00
|
|
||||||
research || 0.25 0.25 1.00
|
|
||||||
fos || 1.50 0 3.00
|
|
||||||
haskell || 1.50 0 0
|
|
||||||
hledger || 0 0 3.00
|
|
||||||
inc || 6.00 2.00 4.00
|
|
||||||
client1 || 6.00 2.00 4.00
|
|
||||||
------------++----------------------------------------
|
|
||||||
|| 7.75 2.25 8.00
|
|
||||||
```
|
|
||||||
|
|
||||||
I prefer to use period for separating account components. We can make
|
|
||||||
this work with an [account alias](#account-aliases):
|
|
||||||
|
|
||||||
``` {.timedot}
|
|
||||||
2016/2/4
|
|
||||||
fos.hledger.timedot 4
|
|
||||||
fos.ledger ..
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.shell}
|
|
||||||
$ hledger -f t.timedot --alias /\\./=: bal date:2016/2/4
|
|
||||||
4.50 fos
|
|
||||||
4.00 hledger:timedot
|
|
||||||
0.50 ledger
|
|
||||||
--------------------
|
|
||||||
4.50
|
|
||||||
```
|
|
||||||
|
|
||||||
Here is a
|
|
||||||
[sample.timedot](https://raw.github.com/simonmichael/hledger/master/data/sample.timedot).
|
|
||||||
<!-- to download and some queries to try: -->
|
|
||||||
|
|
||||||
<!-- ```shell -->
|
|
||||||
<!-- $ hledger -f sample.timedot balance # current time balances -->
|
|
||||||
<!-- $ hledger -f sample.timedot register -p 2009/3 # sessions in march 2009 -->
|
|
||||||
<!-- $ hledger -f sample.timedot register -p weekly --depth 1 --empty # time summary by week -->
|
|
||||||
<!-- ``` -->
|
|
||||||
|
|
||||||
@ -1,183 +0,0 @@
|
|||||||
# csv format
|
|
||||||
|
|
||||||
This doc is for version **1.1**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
CSV - how hledger reads CSV data, and the CSV rules file format
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger can read
|
|
||||||
[CSV](http://en.wikipedia.org/wiki/Comma-separated_values) files,
|
|
||||||
converting each CSV record into a journal entry (transaction), if you
|
|
||||||
provide some conversion hints in a "rules file". This file should be
|
|
||||||
named like the CSV file with an additional `.rules` suffix (eg:
|
|
||||||
`mybank.csv.rules`); or, you can specify the file with
|
|
||||||
`--rules-file PATH`. hledger will create it if necessary, with some
|
|
||||||
default rules which you'll need to adjust. At minimum, the rules file
|
|
||||||
must specify the `date` and `amount` fields. For an example, see [How to
|
|
||||||
read CSV files](how-to-read-csv-files.html).
|
|
||||||
|
|
||||||
To learn about *exporting* CSV, see [CSV
|
|
||||||
output](hledger.html#csv-output).
|
|
||||||
|
|
||||||
## CSV RULES
|
|
||||||
|
|
||||||
The following six kinds of rule can appear in the rules file, in any
|
|
||||||
order. Blank lines and lines beginning with `#` or `;` are ignored.
|
|
||||||
|
|
||||||
### skip
|
|
||||||
|
|
||||||
`skip`*`N`*
|
|
||||||
|
|
||||||
Skip this number of CSV records at the beginning. You'll need this
|
|
||||||
whenever your CSV data contains header lines. Eg: <!-- XXX -->
|
|
||||||
<!-- hledger tries to skip initial CSV header lines automatically. -->
|
|
||||||
<!-- If it guesses wrong, use this directive to skip exactly N lines. -->
|
|
||||||
<!-- This can also be used in a conditional block to ignore certain CSV records. -->
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# ignore the first CSV line
|
|
||||||
skip 1
|
|
||||||
```
|
|
||||||
|
|
||||||
### date-format
|
|
||||||
|
|
||||||
`date-format`*`DATEFMT`*
|
|
||||||
|
|
||||||
When your CSV date fields are not formatted like `YYYY/MM/DD` (or
|
|
||||||
`YYYY-MM-DD` or `YYYY.MM.DD`), you'll need to specify the format.
|
|
||||||
DATEFMT is a [strptime-like date parsing
|
|
||||||
pattern](http://hackage.haskell.org/packages/archive/time/latest/doc/html/Data-Time-Format.html#v:formatTime),
|
|
||||||
which must parse the date field values completely. Examples:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "6/11/2013":
|
|
||||||
date-format %-d/%-m/%Y
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "11/06/2013":
|
|
||||||
date-format %m/%d/%Y
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "2013-Nov-06":
|
|
||||||
date-format %Y-%h-%d
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# for dates like "11/6/2013 11:32 PM":
|
|
||||||
date-format %-m/%-d/%Y %l:%M %p
|
|
||||||
```
|
|
||||||
|
|
||||||
### field list
|
|
||||||
|
|
||||||
`fields`*`FIELDNAME1`*, *`FIELDNAME2`*...
|
|
||||||
|
|
||||||
This (a) names the CSV fields, in order (names may not contain
|
|
||||||
whitespace; uninteresting names may be left blank), and (b) assigns them
|
|
||||||
to journal entry fields if you use any of these standard field names:
|
|
||||||
`date`, `date2`, `status`, `code`, `description`, `comment`, `account1`,
|
|
||||||
`account2`, `amount`, `amount-in`, `amount-out`, `currency`. Eg:
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# use the 1st, 2nd and 4th CSV fields as the entry's date, description and amount,
|
|
||||||
# and give the 7th and 8th fields meaningful names for later reference:
|
|
||||||
#
|
|
||||||
# CSV field:
|
|
||||||
# 1 2 3 4 5 6 7 8
|
|
||||||
# entry field:
|
|
||||||
fields date, description, , amount, , , somefield, anotherfield
|
|
||||||
```
|
|
||||||
|
|
||||||
### field assignment
|
|
||||||
|
|
||||||
*`ENTRYFIELDNAME`* *`FIELDVALUE`*
|
|
||||||
|
|
||||||
This sets a journal entry field (one of the standard names above) to the
|
|
||||||
given text value, which can include CSV field values interpolated by
|
|
||||||
name (`%CSVFIELDNAME`) or 1-based position (`%N`).
|
|
||||||
<!-- Whitespace before or after the value is ignored. --> Eg:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# set the amount to the 4th CSV field with "USD " prepended
|
|
||||||
amount USD %4
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# combine three fields to make a comment (containing two tags)
|
|
||||||
comment note: %somefield - %anotherfield, date: %1
|
|
||||||
```
|
|
||||||
|
|
||||||
Field assignments can be used instead of or in addition to a field list.
|
|
||||||
|
|
||||||
### conditional block
|
|
||||||
|
|
||||||
`if` *`PATTERN`*\
|
|
||||||
*`FIELDASSIGNMENTS`*...
|
|
||||||
|
|
||||||
`if`\
|
|
||||||
*`PATTERN`*\
|
|
||||||
*`PATTERN`*...\
|
|
||||||
*`FIELDASSIGNMENTS`*...
|
|
||||||
|
|
||||||
This applies one or more field assignments, only to those CSV records
|
|
||||||
matched by one of the PATTERNs. The patterns are case-insensitive
|
|
||||||
regular expressions which match anywhere within the whole CSV record
|
|
||||||
(it's not yet possible to match within a specific field). When there are
|
|
||||||
multiple patterns they can be written on separate lines, unindented. The
|
|
||||||
field assignments are on separate lines indented by at least one space.
|
|
||||||
Examples:
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# if the CSV record contains "groceries", set account2 to "expenses:groceries"
|
|
||||||
if groceries
|
|
||||||
account2 expenses:groceries
|
|
||||||
```
|
|
||||||
|
|
||||||
``` {.rules .display-table}
|
|
||||||
# if the CSV record contains any of these patterns, set account2 and comment as shown
|
|
||||||
if
|
|
||||||
monthly service fee
|
|
||||||
atm transaction fee
|
|
||||||
banking thru software
|
|
||||||
account2 expenses:business:banking
|
|
||||||
comment XXX deductible ? check it
|
|
||||||
```
|
|
||||||
|
|
||||||
### include
|
|
||||||
|
|
||||||
`include`*`RULESFILE`*
|
|
||||||
|
|
||||||
Include another rules file at this point. `RULESFILE` is either an
|
|
||||||
absolute file path or a path relative to the current file's directory.
|
|
||||||
Eg:
|
|
||||||
|
|
||||||
``` {.rules}
|
|
||||||
# rules reused with several CSV files
|
|
||||||
include common.rules
|
|
||||||
```
|
|
||||||
|
|
||||||
## TIPS
|
|
||||||
|
|
||||||
Each generated journal entry will have two postings, to `account1` and
|
|
||||||
`account2` respectively. Currently it's not possible to generate entries
|
|
||||||
with more than two postings.
|
|
||||||
|
|
||||||
If the CSV has debit/credit amounts in separate fields, assign to the
|
|
||||||
`amount-in` and `amount-out` pseudo fields instead of `amount`.
|
|
||||||
|
|
||||||
If the CSV has the currency in a separate field, assign that to the
|
|
||||||
`currency` pseudo field which will be automatically prepended to the
|
|
||||||
amount. (Or you can do the same thing with a field assignment.)
|
|
||||||
|
|
||||||
If an amount value is parenthesised, it will be de-parenthesised and
|
|
||||||
sign-flipped automatically.
|
|
||||||
|
|
||||||
The generated journal entries will be sorted by date. The original order
|
|
||||||
of same-day entries will be preserved, usually.
|
|
||||||
<!-- (by reversing the CSV entries if they seem to be in reverse date order). -->
|
|
||||||
@ -1,107 +0,0 @@
|
|||||||
# hledger-api
|
|
||||||
|
|
||||||
This doc is for version **1.1**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
hledger-api - web API server for the hledger accounting tool
|
|
||||||
|
|
||||||
## SYNOPSIS
|
|
||||||
|
|
||||||
`hledger-api [OPTIONS]`\
|
|
||||||
`hledger-api --swagger`\
|
|
||||||
`hledger api -- [OPTIONS]`
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger is a cross-platform program for tracking money, time, or any
|
|
||||||
other commodity, using double-entry accounting and a simple, editable
|
|
||||||
file format. hledger is inspired by and largely compatible with
|
|
||||||
ledger(1).
|
|
||||||
|
|
||||||
hledger-api is a simple web API server, intended to support client-side
|
|
||||||
web apps operating on hledger data. It comes with a series of simple
|
|
||||||
client-side app examples, which drive its evolution.
|
|
||||||
|
|
||||||
Like hledger, it reads data from one or more files in hledger journal,
|
|
||||||
timeclock, timedot, or CSV format specified with `-f`, or
|
|
||||||
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
|
|
||||||
hledger\_journal(5) etc.
|
|
||||||
|
|
||||||
The server listens on IP address 127.0.0.1, accessible only to local
|
|
||||||
requests, by default. You can change this with `--host`, eg
|
|
||||||
`--host 0.0.0.0` to listen on all addresses. Note there is no other
|
|
||||||
access control, so you will need to hide hledger-api behind an
|
|
||||||
authenticating proxy if you want to restrict access. You can change the
|
|
||||||
TCP port (default: 8001) with `-p PORT`.
|
|
||||||
|
|
||||||
If invoked as `hledger-api --swagger`, instead of starting a server the
|
|
||||||
API docs will be printed in Swagger 2.0 format.
|
|
||||||
|
|
||||||
## OPTIONS
|
|
||||||
|
|
||||||
Note: if invoking hledger-api as a hledger subcommand, write `--` before
|
|
||||||
options as shown above.
|
|
||||||
|
|
||||||
`-d --static-dir=DIR`
|
|
||||||
: serve files from a different directory (default: `.`)
|
|
||||||
|
|
||||||
`-p --port=PORT`
|
|
||||||
: use a different TCP port (default: 8001)
|
|
||||||
|
|
||||||
`--swagger`
|
|
||||||
: print API docs in Swagger 2.0 format, and exit
|
|
||||||
|
|
||||||
hledger general options:
|
|
||||||
|
|
||||||
`-h`
|
|
||||||
: show general usage (or after COMMAND, the command's usage)
|
|
||||||
|
|
||||||
`--help`
|
|
||||||
: show the current program's manual as plain text (or after an add-on
|
|
||||||
COMMAND, the add-on's manual)
|
|
||||||
|
|
||||||
`--man`
|
|
||||||
: show the current program's manual with man
|
|
||||||
|
|
||||||
`--info`
|
|
||||||
: show the current program's manual with info
|
|
||||||
|
|
||||||
`--version`
|
|
||||||
: show version
|
|
||||||
|
|
||||||
`--debug[=N]`
|
|
||||||
: show debug output (levels 1-9, default: 1)
|
|
||||||
|
|
||||||
`-f FILE --file=FILE`
|
|
||||||
: use a different input file. For stdin, use -
|
|
||||||
|
|
||||||
`--rules-file=RULESFILE`
|
|
||||||
: Conversion rules file to use when reading CSV (default: FILE.rules)
|
|
||||||
|
|
||||||
`--alias=OLD=NEW`
|
|
||||||
: display accounts named OLD as NEW
|
|
||||||
|
|
||||||
`-I --ignore-assertions`
|
|
||||||
: ignore any failing balance assertions in the journal
|
|
||||||
|
|
||||||
## ENVIRONMENT
|
|
||||||
|
|
||||||
**LEDGER\_FILE** The journal file path when not specified with `-f`.
|
|
||||||
Default: `~/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## FILES
|
|
||||||
|
|
||||||
Reads data from one or more files in hledger journal, timeclock,
|
|
||||||
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
|
|
||||||
`$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## BUGS
|
|
||||||
|
|
||||||
The need to precede options with `--` when invoked from hledger is
|
|
||||||
awkward.
|
|
||||||
@ -1,365 +0,0 @@
|
|||||||
# hledger-ui
|
|
||||||
|
|
||||||
This doc is for version **1.1**. <span class="docversions"></span>
|
|
||||||
|
|
||||||
\$toc\$
|
|
||||||
|
|
||||||
## NAME
|
|
||||||
|
|
||||||
hledger-ui - curses-style interface for the hledger accounting tool
|
|
||||||
|
|
||||||
## SYNOPSIS
|
|
||||||
|
|
||||||
`hledger-ui [OPTIONS] [QUERYARGS]`\
|
|
||||||
`hledger ui -- [OPTIONS] [QUERYARGS]`
|
|
||||||
|
|
||||||
## DESCRIPTION
|
|
||||||
|
|
||||||
hledger is a cross-platform program for tracking money, time, or any
|
|
||||||
other commodity, using double-entry accounting and a simple, editable
|
|
||||||
file format. hledger is inspired by and largely compatible with
|
|
||||||
ledger(1).
|
|
||||||
|
|
||||||
hledger-ui is hledger's curses-style interface, providing an efficient
|
|
||||||
full-window text UI for viewing accounts and transactions, and some
|
|
||||||
limited data entry capability. It is easier than hledger's command-line
|
|
||||||
interface, and sometimes quicker and more convenient than the web
|
|
||||||
interface.
|
|
||||||
|
|
||||||
Like hledger, it reads data from one or more files in hledger journal,
|
|
||||||
timeclock, timedot, or CSV format specified with `-f`, or
|
|
||||||
`$LEDGER_FILE`, or `$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`). For more about this see hledger(1),
|
|
||||||
hledger\_journal(5) etc.
|
|
||||||
|
|
||||||
## OPTIONS
|
|
||||||
|
|
||||||
Note: if invoking hledger-ui as a hledger subcommand, write `--` before
|
|
||||||
options as shown above.
|
|
||||||
|
|
||||||
Any QUERYARGS are interpreted as a hledger search query which filters
|
|
||||||
the data.
|
|
||||||
|
|
||||||
`--watch`
|
|
||||||
: watch for data and date changes and reload automatically
|
|
||||||
|
|
||||||
`--theme=default|terminal|greenterm`
|
|
||||||
: use this custom display theme
|
|
||||||
|
|
||||||
`--register=ACCTREGEX`
|
|
||||||
: start in the (first) matched account's register screen
|
|
||||||
|
|
||||||
`--change`
|
|
||||||
: show period balances (changes) at startup instead of historical
|
|
||||||
balances
|
|
||||||
|
|
||||||
`--flat`
|
|
||||||
: show full account names, unindented
|
|
||||||
|
|
||||||
`-V --value`
|
|
||||||
: show amounts as their current market value in their default
|
|
||||||
valuation commodity (accounts screen only)
|
|
||||||
|
|
||||||
hledger general options:
|
|
||||||
|
|
||||||
`-h`
|
|
||||||
: show general usage (or after COMMAND, the command's usage)
|
|
||||||
|
|
||||||
`--help`
|
|
||||||
: show the current program's manual as plain text (or after an add-on
|
|
||||||
COMMAND, the add-on's manual)
|
|
||||||
|
|
||||||
`--man`
|
|
||||||
: show the current program's manual with man
|
|
||||||
|
|
||||||
`--info`
|
|
||||||
: show the current program's manual with info
|
|
||||||
|
|
||||||
`--version`
|
|
||||||
: show version
|
|
||||||
|
|
||||||
`--debug[=N]`
|
|
||||||
: show debug output (levels 1-9, default: 1)
|
|
||||||
|
|
||||||
`-f FILE --file=FILE`
|
|
||||||
: use a different input file. For stdin, use -
|
|
||||||
|
|
||||||
`--rules-file=RULESFILE`
|
|
||||||
: Conversion rules file to use when reading CSV (default: FILE.rules)
|
|
||||||
|
|
||||||
`--alias=OLD=NEW`
|
|
||||||
: display accounts named OLD as NEW
|
|
||||||
|
|
||||||
`-I --ignore-assertions`
|
|
||||||
: ignore any failing balance assertions in the journal
|
|
||||||
|
|
||||||
hledger reporting options:
|
|
||||||
|
|
||||||
`-b --begin=DATE`
|
|
||||||
: include postings/txns on or after this date
|
|
||||||
|
|
||||||
`-e --end=DATE`
|
|
||||||
: include postings/txns before this date
|
|
||||||
|
|
||||||
`-D --daily`
|
|
||||||
: multiperiod/multicolumn report by day
|
|
||||||
|
|
||||||
`-W --weekly`
|
|
||||||
: multiperiod/multicolumn report by week
|
|
||||||
|
|
||||||
`-M --monthly`
|
|
||||||
: multiperiod/multicolumn report by month
|
|
||||||
|
|
||||||
`-Q --quarterly`
|
|
||||||
: multiperiod/multicolumn report by quarter
|
|
||||||
|
|
||||||
`-Y --yearly`
|
|
||||||
: multiperiod/multicolumn report by year
|
|
||||||
|
|
||||||
`-p --period=PERIODEXP`
|
|
||||||
: set start date, end date, and/or reporting interval all at once
|
|
||||||
(overrides the flags above)
|
|
||||||
|
|
||||||
`--date2`
|
|
||||||
: show, and match with -b/-e/-p/date:, secondary dates instead
|
|
||||||
|
|
||||||
`-C --cleared`
|
|
||||||
: include only cleared postings/txns
|
|
||||||
|
|
||||||
`--pending`
|
|
||||||
: include only pending postings/txns
|
|
||||||
|
|
||||||
`-U --uncleared`
|
|
||||||
: include only uncleared (and pending) postings/txns
|
|
||||||
|
|
||||||
`-R --real`
|
|
||||||
: include only non-virtual postings
|
|
||||||
|
|
||||||
`--depth=N`
|
|
||||||
: hide accounts/postings deeper than N
|
|
||||||
|
|
||||||
`-E --empty`
|
|
||||||
: show items with zero amount, normally hidden
|
|
||||||
|
|
||||||
`-B --cost`
|
|
||||||
: convert amounts to their cost at transaction time (using the
|
|
||||||
[transaction price](journal.html#transaction-prices), if any)
|
|
||||||
|
|
||||||
`--pivot TAG`
|
|
||||||
: will transform the journal before any other processing by replacing
|
|
||||||
the account name of every posting having the tag TAG with content
|
|
||||||
VALUE by the account name "TAG:VALUE". The TAG will only match if it
|
|
||||||
is a full-length match. The pivot will only happen if the TAG is on
|
|
||||||
a posting, not if it is on the transaction. If the tag value is a
|
|
||||||
multi:level:account:name the new account name will
|
|
||||||
be "TAG:multi:level:account:name".
|
|
||||||
|
|
||||||
`--anon`
|
|
||||||
: show anonymized accounts and payees
|
|
||||||
|
|
||||||
## KEYS
|
|
||||||
|
|
||||||
`?` 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
|
|
||||||
`ESCAPE`, or `LEFT`) to close it. The following keys work on most
|
|
||||||
screens:
|
|
||||||
|
|
||||||
The cursor keys navigate: `right` (or `enter`) goes deeper, `left`
|
|
||||||
returns to the previous screen,
|
|
||||||
`up`/`down`/`page up`/`page down`/`home`/`end` move up and down through
|
|
||||||
lists. Vi-style `h`/`j`/`k`/`l` movement keys are also supported. A tip:
|
|
||||||
movement 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 do that.)
|
|
||||||
|
|
||||||
With shift pressed, the cursor keys adjust the report period, limiting
|
|
||||||
the transactions to be shown (by default, all are shown).
|
|
||||||
`shift-down/up` steps downward and upward through these standard report
|
|
||||||
period durations: year, quarter, month, week, day. Then,
|
|
||||||
`shift-left/right` moves to the previous/next period. `t` sets the
|
|
||||||
report period to today. With the `--watch` option, when viewing a
|
|
||||||
"current" period (the current day, week, month, quarter, or year), the
|
|
||||||
period will move automatically to track the current date. To set a
|
|
||||||
non-standard period, you can use `/` and a `date:` query.
|
|
||||||
|
|
||||||
`/` lets you set a general filter query limiting the data shown, using
|
|
||||||
the same [query terms](/hledger.html#queries) as in hledger and
|
|
||||||
hledger-web. While editing the query, you can use [CTRL-a/e/d/k, BS,
|
|
||||||
cursor
|
|
||||||
keys](http://hackage.haskell.org/package/brick-0.7/docs/Brick-Widgets-Edit.html#t:Editor);
|
|
||||||
press `ENTER` to set it, or `ESCAPE`to cancel. There are also keys for
|
|
||||||
quickly adjusting some common filters like account depth and
|
|
||||||
cleared/uncleared (see below). `BACKSPACE` or `DELETE` removes all
|
|
||||||
filters, showing all transactions.
|
|
||||||
|
|
||||||
`ESCAPE` removes all filters and jumps back to the top screen. Or, it
|
|
||||||
cancels a minibuffer edit or help dialog in progress.
|
|
||||||
|
|
||||||
`g` reloads from the data file(s) and updates the current screen and any
|
|
||||||
previous screens. (With large files, this could cause a noticeable
|
|
||||||
pause.)
|
|
||||||
|
|
||||||
`I` toggles balance assertion checking. Disabling balance assertions
|
|
||||||
temporarily can be useful for troubleshooting.
|
|
||||||
|
|
||||||
`a` runs command-line hledger's add command, and reloads the updated
|
|
||||||
file. This allows some basic data entry.
|
|
||||||
|
|
||||||
`E` runs \$HLEDGER\_UI\_EDITOR, or \$EDITOR, or a default
|
|
||||||
(`emacsclient -a "" -nw`) on the journal file. With some editors (emacs,
|
|
||||||
vi), the cursor will be positioned at the current transaction when
|
|
||||||
invoked from the register and transaction screens, and at the error
|
|
||||||
location (if possible) when invoked from the error screen.
|
|
||||||
|
|
||||||
`q` quits the application.
|
|
||||||
|
|
||||||
Additional screen-specific keys are described below.
|
|
||||||
|
|
||||||
## SCREENS
|
|
||||||
|
|
||||||
### Accounts screen
|
|
||||||
|
|
||||||
This is normally the first screen displayed. It lists accounts and their
|
|
||||||
balances, like hledger's balance command. By default, it shows all
|
|
||||||
accounts and their latest ending balances (including the balances of
|
|
||||||
subaccounts). if you specify a query on the command line, it shows just
|
|
||||||
the matched accounts and the balances from matched transactions.
|
|
||||||
|
|
||||||
Account names are normally indented to show the hierarchy (tree mode).
|
|
||||||
To see less detail, set a depth limit by pressing a number key, `1` to
|
|
||||||
`9`. `0` shows even less detail, collapsing all accounts to a single
|
|
||||||
total. `-` and `+` (or `=`) decrease and increase the depth limit. To
|
|
||||||
remove the depth limit, set it higher than the maximum account depth, or
|
|
||||||
press `ESCAPE`.
|
|
||||||
|
|
||||||
`F` toggles flat mode, in which accounts are shown as a flat list, with
|
|
||||||
their full names. In this mode, account balances exclude subaccounts,
|
|
||||||
except for accounts at the depth limit (as with hledger's balance
|
|
||||||
command).
|
|
||||||
|
|
||||||
`H` toggles between showing historical balances or period balances.
|
|
||||||
Historical balances (the default) are ending balances at the end of the
|
|
||||||
report period, taking into account all transactions before that date
|
|
||||||
(filtered by the filter query if any), including transactions before the
|
|
||||||
start of the report period. In other words, historical balances are what
|
|
||||||
you would see on a bank statement for that account (unless disturbed by
|
|
||||||
a filter query). Period balances ignore transactions before the report
|
|
||||||
start date, so they show the change in balance during the report period.
|
|
||||||
They are more useful eg when viewing a time log.
|
|
||||||
|
|
||||||
`C` toggles cleared mode, in which [uncleared transactions and
|
|
||||||
postings](/journal.html#transactions) are not shown. `U` toggles
|
|
||||||
uncleared mode, in which only uncleared transactions/postings are shown.
|
|
||||||
|
|
||||||
`R` toggles real mode, in which [virtual
|
|
||||||
postings](/journal.html#virtual-postings) are ignored.
|
|
||||||
|
|
||||||
`Z` toggles nonzero mode, in which only accounts with nonzero balances
|
|
||||||
are shown (hledger-ui shows zero items by default, unlike command-line
|
|
||||||
hledger).
|
|
||||||
|
|
||||||
Press `right` or `enter` to view an account's transactions register.
|
|
||||||
|
|
||||||
### Register screen
|
|
||||||
|
|
||||||
This screen shows the transactions affecting a particular account, like
|
|
||||||
a check register. Each line represents one transaction and shows:
|
|
||||||
|
|
||||||
- the other account(s) involved, in abbreviated form. (If there are
|
|
||||||
both real and virtual postings, it shows only the accounts affected
|
|
||||||
by real postings.)
|
|
||||||
|
|
||||||
- the overall change to the current account's balance; positive for an
|
|
||||||
inflow to this account, negative for an outflow.
|
|
||||||
|
|
||||||
- the running historical total or period total for the current
|
|
||||||
account, after the transaction. This can be toggled with `H`.
|
|
||||||
Similar to the accounts screen, the historical total is affected by
|
|
||||||
transactions (filtered by the filter query) before the report start
|
|
||||||
date, while the period total is not. If the historical total is not
|
|
||||||
disturbed by a filter query, it will be the running historical
|
|
||||||
balance you would see on a bank register for the current account.
|
|
||||||
|
|
||||||
If the accounts screen was in tree mode, the register screen will
|
|
||||||
include transactions from both the current account and its subaccounts.
|
|
||||||
If the accounts screen was in flat mode, and a non-depth-clipped account
|
|
||||||
was selected, the register screen will exclude transactions from
|
|
||||||
subaccounts. In other words, the register always shows the transactions
|
|
||||||
responsible for the period balance shown on the accounts screen. As on
|
|
||||||
the accounts screen, this can be toggled with `F`.
|
|
||||||
|
|
||||||
`C` toggles cleared mode, in which [uncleared transactions and
|
|
||||||
postings](/journal.html#transactions) are not shown. `U` toggles
|
|
||||||
uncleared mode, in which only uncleared transactions/postings are shown.
|
|
||||||
|
|
||||||
`R` toggles real mode, in which [virtual
|
|
||||||
postings](/journal.html#virtual-postings) are ignored.
|
|
||||||
|
|
||||||
`Z` toggles nonzero mode, in which only transactions posting a nonzero
|
|
||||||
change are shown (hledger-ui shows zero items by default, unlike
|
|
||||||
command-line hledger).
|
|
||||||
|
|
||||||
Press `right` (or `enter`) to view the selected transaction in detail.
|
|
||||||
|
|
||||||
### Transaction screen
|
|
||||||
|
|
||||||
This screen shows a single transaction, as a general journal entry,
|
|
||||||
similar to hledger's print command and journal format
|
|
||||||
(hledger\_journal(5)).
|
|
||||||
|
|
||||||
The transaction's date(s) and any cleared flag, transaction code,
|
|
||||||
description, comments, along with all of its account postings are shown.
|
|
||||||
Simple transactions have two postings, but there can be more (or in
|
|
||||||
certain cases, fewer).
|
|
||||||
|
|
||||||
`up` and `down` will step through all transactions listed in the
|
|
||||||
previous account register screen. In the title bar, the numbers in
|
|
||||||
parentheses show your position within that account register. They will
|
|
||||||
vary depending on which account register you came from (remember most
|
|
||||||
transactions appear in multiple account registers). The \#N number
|
|
||||||
preceding them is the transaction's position within the complete
|
|
||||||
unfiltered journal, which is a more stable id (at least until the next
|
|
||||||
reload).
|
|
||||||
|
|
||||||
### Error screen
|
|
||||||
|
|
||||||
This screen will appear if there is a problem, such as a parse error,
|
|
||||||
when you press g to reload. Once you have fixed the problem, press g
|
|
||||||
again to reload and resume normal operation. (Or, you can press escape
|
|
||||||
to cancel the reload attempt.)
|
|
||||||
|
|
||||||
## ENVIRONMENT
|
|
||||||
|
|
||||||
**COLUMNS** The screen width to use. Default: the full terminal width.
|
|
||||||
|
|
||||||
**LEDGER\_FILE** The journal file path when not specified with `-f`.
|
|
||||||
Default: `~/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## FILES
|
|
||||||
|
|
||||||
Reads data from one or more files in hledger journal, timeclock,
|
|
||||||
timedot, or CSV format specified with `-f`, or `$LEDGER_FILE`, or
|
|
||||||
`$HOME/.hledger.journal` (on windows, perhaps
|
|
||||||
`C:/Users/USER/.hledger.journal`).
|
|
||||||
|
|
||||||
## BUGS
|
|
||||||
|
|
||||||
The need to precede options with `--` when invoked from hledger is
|
|
||||||
awkward.
|
|
||||||
|
|
||||||
`-f-` doesn't work (hledger-ui can't read from stdin).
|
|
||||||
|
|
||||||
`-V` affects only the accounts screen.
|
|
||||||
|
|
||||||
When you press `g`, the current and all previous screens are
|
|
||||||
regenerated, which may cause a noticeable pause with large files. Also
|
|
||||||
there is no visual indication that this is in progress.
|
|
||||||
|
|
||||||
`--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 times
|
|
||||||
with an editor macro) can cause problems at least on OSX. Symptoms
|
|
||||||
include: unresponsive UI, periodic resetting of the cursor position,
|
|
||||||
momentary display of parse errors, high CPU usage eventually subsiding,
|
|
||||||
and possibly a small but persistent build-up of CPU usage until the
|
|
||||||
program is restarted.
|
|
||||||
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Reference in New Issue
Block a user