doc: update builtin manuals
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@ -229,7 +229,7 @@ _
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T{
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\
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T}@T{
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uncleared (no mark)
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unmarked
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T}
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T{
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\f[C]!\f[]
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@ -244,13 +244,15 @@ T}
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.TE
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.PP
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When reporting, you can filter by status with the
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\f[C]\-U/\-\-uncleared\f[], \f[C]\-P/\-\-pending\f[], and
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\f[C]\-U/\-\-unmarked\f[], \f[C]\-P/\-\-pending\f[], and
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\f[C]\-C/\-\-cleared\f[] flags; or the \f[C]status:\f[],
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\f[C]status:!\f[], and \f[C]status:*\f[] queries; or the U, P, C keys in
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hledger\-ui.
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.PP
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Note from hledger 1.3 onwards, \-U/\-\-uncleared matches the uncleared
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(unmarked) status only.
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Note, in Ledger and in older versions of hledger, the "unmarked" state
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is called "uncleared".
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As of hledger 1.3 we have renamed it to unmarked for clarity.
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.PP
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To replicate Ledger and old hledger\[aq]s behaviour of also matching
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pending, combine \-U and \-P.
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.PP
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@ -239,18 +239,21 @@ indicating one of three statuses:
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mark status
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----------------------------
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uncleared (no mark)
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-----------------
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unmarked
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'!' pending
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'*' cleared
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When reporting, you can filter by status with the '-U/--uncleared',
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When reporting, you can filter by status with the '-U/--unmarked',
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'-P/--pending', and '-C/--cleared' flags; or the 'status:', 'status:!',
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and 'status:*' queries; or the U, P, C keys in hledger-ui.
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Note from hledger 1.3 onwards, -U/-uncleared matches the uncleared
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(unmarked) status only. To replicate Ledger and old hledger's behaviour
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of also matching pending, combine -U and -P.
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Note, in Ledger and in older versions of hledger, the "unmarked"
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state is called "uncleared". As of hledger 1.3 we have renamed it to
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unmarked for clarity.
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To replicate Ledger and old hledger's behaviour of also matching
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pending, combine -U and -P.
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Status marks are optional, but can be helpful eg for reconciling with
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real-world accounts. Some editor modes provide highlighting and
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@ -1060,67 +1063,67 @@ Node: Posting dates6832
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Ref: #posting-dates6963
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Node: Status8337
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Ref: #status8461
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Node: Account names10129
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Ref: #account-names10269
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Node: Amounts10756
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Ref: #amounts10894
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Node: Virtual Postings12995
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Ref: #virtual-postings13156
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Node: Balance Assertions14376
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Ref: #balance-assertions14553
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Node: Assertions and ordering15449
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Ref: #assertions-and-ordering15637
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Node: Assertions and included files16337
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Ref: #assertions-and-included-files16580
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Node: Assertions and multiple -f options16913
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Ref: #assertions-and-multiple--f-options17169
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Node: Assertions and commodities17301
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Ref: #assertions-and-commodities17538
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Node: Assertions and subaccounts18234
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Ref: #assertions-and-subaccounts18468
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Node: Assertions and virtual postings18989
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Ref: #assertions-and-virtual-postings19198
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Node: Balance Assignments19340
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Ref: #balance-assignments19509
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Node: Prices20628
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Ref: #prices20763
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Node: Transaction prices20814
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Ref: #transaction-prices20961
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Node: Market prices23117
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Ref: #market-prices23254
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Node: Comments24214
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Ref: #comments24338
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Node: Tags25451
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Ref: #tags25571
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Node: Implicit tags27000
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Ref: #implicit-tags27108
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Node: Directives27625
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Ref: #directives27740
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Node: Account aliases27933
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Ref: #account-aliases28079
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Node: Basic aliases28683
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Ref: #basic-aliases28828
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Node: Regex aliases29518
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Ref: #regex-aliases29688
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Node: Multiple aliases30403
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Ref: #multiple-aliases30577
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Node: end aliases31075
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Ref: #end-aliases31217
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Node: account directive31318
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Ref: #account-directive31500
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Node: apply account directive31796
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Ref: #apply-account-directive31994
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Node: Multi-line comments32653
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Ref: #multi-line-comments32845
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Node: commodity directive32973
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Ref: #commodity-directive33159
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Node: Default commodity34031
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Ref: #default-commodity34206
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Node: Default year34743
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Ref: #default-year34910
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Node: Including other files35333
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Ref: #including-other-files35492
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Node: EDITOR SUPPORT35889
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Ref: #editor-support36009
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Node: Account names10175
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Ref: #account-names10315
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Node: Amounts10802
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Ref: #amounts10940
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Node: Virtual Postings13041
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Ref: #virtual-postings13202
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Node: Balance Assertions14422
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Ref: #balance-assertions14599
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Node: Assertions and ordering15495
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Ref: #assertions-and-ordering15683
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Node: Assertions and included files16383
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Ref: #assertions-and-included-files16626
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Node: Assertions and multiple -f options16959
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Ref: #assertions-and-multiple--f-options17215
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Node: Assertions and commodities17347
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Ref: #assertions-and-commodities17584
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Node: Assertions and subaccounts18280
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Ref: #assertions-and-subaccounts18514
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Node: Assertions and virtual postings19035
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Ref: #assertions-and-virtual-postings19244
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Node: Balance Assignments19386
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Ref: #balance-assignments19555
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Node: Prices20674
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Ref: #prices20809
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Node: Transaction prices20860
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Ref: #transaction-prices21007
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Node: Market prices23163
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Ref: #market-prices23300
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Node: Comments24260
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Ref: #comments24384
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Node: Tags25497
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Ref: #tags25617
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Node: Implicit tags27046
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Ref: #implicit-tags27154
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Node: Directives27671
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Ref: #directives27786
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Node: Account aliases27979
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Ref: #account-aliases28125
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Node: Basic aliases28729
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Ref: #basic-aliases28874
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Node: Regex aliases29564
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Ref: #regex-aliases29734
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Node: Multiple aliases30449
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Ref: #multiple-aliases30623
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Node: end aliases31121
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Ref: #end-aliases31263
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Node: account directive31364
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Ref: #account-directive31546
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Node: apply account directive31842
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Ref: #apply-account-directive32040
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Node: Multi-line comments32699
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Ref: #multi-line-comments32891
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Node: commodity directive33019
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Ref: #commodity-directive33205
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Node: Default commodity34077
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Ref: #default-commodity34252
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Node: Default year34789
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Ref: #default-year34956
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Node: Including other files35379
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Ref: #including-other-files35538
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Node: EDITOR SUPPORT35935
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Ref: #editor-support36055
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End Tag Table
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@ -176,50 +176,52 @@ FILE FORMAT
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mark status
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-----------------------------
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uncleared (no mark)
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------------------
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unmarked
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! pending
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* cleared
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When reporting, you can filter by status with the -U/--uncleared,
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When reporting, you can filter by status with the -U/--unmarked,
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-P/--pending, and -C/--cleared flags; or the status:, status:!, and
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status:* queries; or the U, P, C keys in hledger-ui.
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Note from hledger 1.3 onwards, -U/--uncleared matches the uncleared
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(unmarked) status only. To replicate Ledger and old hledger's behav-
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iour of also matching pending, combine -U and -P.
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Note, in Ledger and in older versions of hledger, the "unmarked" state
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is called "uncleared". As of hledger 1.3 we have renamed it to
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unmarked for clarity.
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Status marks are optional, but can be helpful eg for reconciling with
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To replicate Ledger and old hledger's behaviour of also matching pend-
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ing, combine -U and -P.
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Status marks are optional, but can be helpful eg for reconciling with
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real-world accounts. Some editor modes provide highlighting and short-
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cuts for working with status. Eg in Emacs ledger-mode, you can toggle
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cuts for working with status. Eg in Emacs ledger-mode, you can toggle
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transaction status with C-c C-e, or posting status with C-c C-c.
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What "uncleared", "pending", and "cleared" actually mean is up to you.
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What "uncleared", "pending", and "cleared" actually mean is up to you.
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Here's one suggestion:
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status meaning
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--------------------------------------------------------------------------
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uncleared recorded but not yet reconciled; needs review
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pending tentatively reconciled (if needed, eg during a big recon-
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pending tentatively reconciled (if needed, eg during a big recon-
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ciliation)
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cleared complete, reconciled as far as possible, and considered
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cleared complete, reconciled as far as possible, and considered
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correct
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With this scheme, you would use -PC to see the current balance at your
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bank, -U to see things which will probably hit your bank soon (like
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With this scheme, you would use -PC to see the current balance at your
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bank, -U to see things which will probably hit your bank soon (like
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uncashed checks), and no flags to see the most up-to-date state of your
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finances.
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Account names
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Account names typically have several parts separated by a full colon,
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from which hledger derives a hierarchical chart of accounts. They can
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be anything you like, but in finance there are traditionally five
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top-level accounts: assets, liabilities, income, expenses, and equity.
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Account names typically have several parts separated by a full colon,
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from which hledger derives a hierarchical chart of accounts. They can
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be anything you like, but in finance there are traditionally five
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top-level accounts: assets, liabilities, income, expenses, and equity.
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Account names may contain single spaces, eg: assets:accounts receiv-
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able. Because of this, they must always be followed by two or more
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Account names may contain single spaces, eg: assets:accounts receiv-
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able. Because of this, they must always be followed by two or more
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spaces (or newline).
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Account names can be aliased.
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@ -228,7 +230,7 @@ FILE FORMAT
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After the account name, there is usually an amount. Important: between
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account name and amount, there must be two or more spaces.
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Amounts consist of a number and (usually) a currency symbol or commod-
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Amounts consist of a number and (usually) a currency symbol or commod-
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ity name. Some examples:
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2.00001
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@ -241,53 +243,53 @@ FILE FORMAT
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As you can see, the amount format is somewhat flexible:
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o amounts are a number (the "quantity") and optionally a currency sym-
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o amounts are a number (the "quantity") and optionally a currency sym-
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bol/commodity name (the "commodity").
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o the commodity is a symbol, word, or phrase, on the left or right,
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with or without a separating space. If the commodity contains num-
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bers, spaces or non-word punctuation it must be enclosed in double
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o the commodity is a symbol, word, or phrase, on the left or right,
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with or without a separating space. If the commodity contains num-
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bers, spaces or non-word punctuation it must be enclosed in double
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quotes.
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o negative amounts with a commodity on the left can have the minus sign
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before or after it
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o digit groups (thousands, or any other grouping) can be separated by
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commas (in which case period is used for decimal point) or periods
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o digit groups (thousands, or any other grouping) can be separated by
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commas (in which case period is used for decimal point) or periods
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(in which case comma is used for decimal point)
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You can use any of these variations when recording data, but when
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hledger displays amounts, it will choose a consistent format for each
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commodity. (Except for price amounts, which are always formatted as
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You can use any of these variations when recording data, but when
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hledger displays amounts, it will choose a consistent format for each
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commodity. (Except for price amounts, which are always formatted as
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written). The display format is chosen as follows:
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o if there is a commodity directive specifying the format, that is used
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o otherwise the format is inferred from the first posting amount in
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that commodity in the journal, and the precision (number of decimal
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o otherwise the format is inferred from the first posting amount in
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that commodity in the journal, and the precision (number of decimal
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places) will be the maximum from all posting amounts in that commmod-
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ity
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o or if there are no such amounts in the journal, a default format is
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o or if there are no such amounts in the journal, a default format is
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used (like $1000.00).
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Price amounts and amounts in D directives usually don't affect amount
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format inference, but in some situations they can do so indirectly.
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(Eg when D's default commodity is applied to a commodity-less amount,
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Price amounts and amounts in D directives usually don't affect amount
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format inference, but in some situations they can do so indirectly.
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(Eg when D's default commodity is applied to a commodity-less amount,
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or when an amountless posting is balanced using a price's commodity, or
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when -V is used.) If you find this causing problems, set the desired
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when -V is used.) If you find this causing problems, set the desired
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format with a commodity directive.
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Virtual Postings
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When you parenthesise the account name in a posting, we call that a
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When you parenthesise the account name in a posting, we call that a
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virtual posting, which means:
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o it is ignored when checking that the transaction is balanced
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o it is excluded from reports when the --real/-R flag is used, or the
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o it is excluded from reports when the --real/-R flag is used, or the
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real:1 query.
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You could use this, eg, to set an account's opening balance without
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You could use this, eg, to set an account's opening balance without
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needing to use the equity:opening balances account:
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1/1 special unbalanced posting to set initial balance
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@ -295,8 +297,8 @@ FILE FORMAT
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When the account name is bracketed, we call it a balanced virtual post-
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ing. This is like an ordinary virtual posting except the balanced vir-
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tual postings in a transaction must balance to 0, like the real post-
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ings (but separately from them). Balanced virtual postings are also
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tual postings in a transaction must balance to 0, like the real post-
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ings (but separately from them). Balanced virtual postings are also
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excluded by --real/-R or real:1.
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1/1 buy food with cash, and update some budget-tracking subaccounts elsewhere
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@ -306,13 +308,13 @@ FILE FORMAT
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[assets:checking:budget:food] $-10
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Virtual postings have some legitimate uses, but those are few. You can
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usually find an equivalent journal entry using real postings, which is
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usually find an equivalent journal entry using real postings, which is
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more correct and provides better error checking.
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Balance Assertions
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hledger supports Ledger-style balance assertions in journal files.
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These look like =EXPECTEDBALANCE following a posting's amount. Eg in
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this example we assert the expected dollar balance in accounts a and b
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hledger supports Ledger-style balance assertions in journal files.
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These look like =EXPECTEDBALANCE following a posting's amount. Eg in
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this example we assert the expected dollar balance in accounts a and b
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after each posting:
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2013/1/1
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@ -324,31 +326,31 @@ FILE FORMAT
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b $-1 =$-2
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After reading a journal file, hledger will check all balance assertions
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and report an error if any of them fail. Balance assertions can pro-
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tect you from, eg, inadvertently disrupting reconciled balances while
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cleaning up old entries. You can disable them temporarily with the
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--ignore-assertions flag, which can be useful for troubleshooting or
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and report an error if any of them fail. Balance assertions can pro-
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tect you from, eg, inadvertently disrupting reconciled balances while
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cleaning up old entries. You can disable them temporarily with the
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--ignore-assertions flag, which can be useful for troubleshooting or
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for reading Ledger files.
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Assertions and ordering
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hledger sorts an account's postings and assertions first by date and
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then (for postings on the same day) by parse order. Note this is dif-
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hledger sorts an account's postings and assertions first by date and
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then (for postings on the same day) by parse order. Note this is dif-
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ferent from Ledger, which sorts assertions only by parse order. (Also,
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Ledger assertions do not see the accumulated effect of repeated post-
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Ledger assertions do not see the accumulated effect of repeated post-
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ings to the same account within a transaction.)
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So, hledger balance assertions keep working if you reorder differ-
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ently-dated transactions within the journal. But if you reorder
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So, hledger balance assertions keep working if you reorder differ-
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ently-dated transactions within the journal. But if you reorder
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same-dated transactions or postings, assertions might break and require
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updating. This order dependence does bring an advantage: precise con-
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updating. This order dependence does bring an advantage: precise con-
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trol over the order of postings and assertions within a day, so you can
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assert intra-day balances.
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Assertions and included files
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With included files, things are a little more complicated. Including
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preserves the ordering of postings and assertions. If you have multi-
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ple postings to an account on the same day, split across different
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files, and you also want to assert the account's balance on the same
|
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With included files, things are a little more complicated. Including
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preserves the ordering of postings and assertions. If you have multi-
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ple postings to an account on the same day, split across different
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files, and you also want to assert the account's balance on the same
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day, you'll have to put the assertion in the right file.
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Assertions and multiple -f options
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@ -356,21 +358,21 @@ FILE FORMAT
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-f options. Use include or concatenate the files instead.
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Assertions and commodities
|
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The asserted balance must be a simple single-commodity amount, and in
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fact the assertion checks only this commodity's balance within the
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(possibly multi-commodity) account balance. We could call this a par-
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tial balance assertion. This is compatible with Ledger, and makes it
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The asserted balance must be a simple single-commodity amount, and in
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fact the assertion checks only this commodity's balance within the
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(possibly multi-commodity) account balance. We could call this a par-
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tial balance assertion. This is compatible with Ledger, and makes it
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possible to make assertions about accounts containing multiple commodi-
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ties.
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To assert each commodity's balance in such a multi-commodity account,
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you can add multiple postings (with amount 0 if necessary). But note
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that no matter how many assertions you add, you can't be sure the
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To assert each commodity's balance in such a multi-commodity account,
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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
|
||||
Balance assertions do not count the balance from subaccounts; they
|
||||
check the posted account's exclusive balance. For example:
|
||||
|
||||
1/1
|
||||
@ -378,7 +380,7 @@ FILE FORMAT
|
||||
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
|
||||
The balance report's flat mode shows these exclusive balances more
|
||||
clearly:
|
||||
|
||||
$ hledger bal checking --flat
|
||||
@ -392,10 +394,10 @@ FILE FORMAT
|
||||
tual. They are not affected by the --real/-R flag or real: query.
|
||||
|
||||
Balance Assignments
|
||||
Ledger-style balance assignments are also supported. These are like
|
||||
balance assertions, but with no posting amount on the left side of the
|
||||
equals sign; instead it is calculated automatically so as to satisfy
|
||||
the assertion. This can be a convenience during data entry, eg when
|
||||
Ledger-style balance assignments are also supported. These are like
|
||||
balance assertions, but with no posting amount on the left side of the
|
||||
equals sign; instead it is calculated automatically so as to satisfy
|
||||
the assertion. This can be a convenience during data entry, eg when
|
||||
setting opening balances:
|
||||
|
||||
; starting a new journal, set asset account balances
|
||||
@ -413,8 +415,8 @@ FILE FORMAT
|
||||
expenses:misc
|
||||
|
||||
The calculated amount depends on the account's balance in the commodity
|
||||
at that point (which depends on the previously-dated postings of the
|
||||
commodity to that account since the last balance assertion or assign-
|
||||
at that point (which depends on the previously-dated postings of the
|
||||
commodity to that account since the last balance assertion or assign-
|
||||
ment). Note that using balance assignments makes your journal a little
|
||||
less explicit; to know the exact amount posted, you have to run hledger
|
||||
or do the calculations yourself, instead of just reading it.
|
||||
@ -422,12 +424,12 @@ FILE FORMAT
|
||||
Prices
|
||||
Transaction prices
|
||||
Within a transaction, you can note an amount's price in another commod-
|
||||
ity. This can be used to document the cost (in a purchase) or selling
|
||||
price (in a sale). For example, transaction prices are useful to
|
||||
ity. This can be used to document the cost (in a purchase) or selling
|
||||
price (in a sale). For example, transaction prices are useful to
|
||||
record purchases of a foreign currency.
|
||||
|
||||
Transaction prices are fixed, and do not change over time. (Ledger
|
||||
users: Ledger uses a different syntax for fixed prices, {=UNITPRICE},
|
||||
Transaction prices are fixed, and do not change over time. (Ledger
|
||||
users: Ledger uses a different syntax for fixed prices, {=UNITPRICE},
|
||||
which hledger currently ignores).
|
||||
|
||||
There are several ways to record a transaction price:
|
||||
@ -451,9 +453,9 @@ FILE FORMAT
|
||||
assets:euros 100 ; one hundred euros purchased
|
||||
assets:dollars $-135 ; for $135
|
||||
|
||||
Amounts with transaction prices can be displayed in the transaction
|
||||
Amounts with transaction prices can be displayed in the transaction
|
||||
price's commodity by using the -B/--cost flag (except for #551) ("B" is
|
||||
from "cost Basis"). Eg for the above, here is how -B affects the bal-
|
||||
from "cost Basis"). Eg for the above, here is how -B affects the bal-
|
||||
ance report:
|
||||
|
||||
$ hledger bal -N --flat
|
||||
@ -463,8 +465,8 @@ FILE FORMAT
|
||||
$-135 assets:dollars
|
||||
$135 assets:euros # <- the euros' cost
|
||||
|
||||
Note -B is sensitive to the order of postings when a transaction price
|
||||
is inferred: the inferred price will be in the commodity of the last
|
||||
Note -B is sensitive to the order of postings when a transaction price
|
||||
is inferred: the inferred price will be in the commodity of the last
|
||||
amount. So if example 3's postings are reversed, while the transaction
|
||||
is equivalent, -B shows something different:
|
||||
|
||||
@ -477,41 +479,41 @@ FILE FORMAT
|
||||
100 assets:euros
|
||||
|
||||
Market prices
|
||||
Market prices are not tied to a particular transaction; they represent
|
||||
historical exchange rates between two commodities. (Ledger calls them
|
||||
historical prices.) For example, the prices published by a stock
|
||||
exchange or the foreign exchange market. hledger can use these prices
|
||||
Market prices are not tied to a particular transaction; they represent
|
||||
historical exchange rates between two commodities. (Ledger calls them
|
||||
historical prices.) For example, the prices published by a stock
|
||||
exchange or the foreign exchange market. hledger can use these prices
|
||||
to show the market value of things at a given date, see market value.
|
||||
|
||||
To record market prices, use P directives in the main journal or in an
|
||||
To record market prices, use P directives in the main journal or in an
|
||||
included file. Their format is:
|
||||
|
||||
P DATE COMMODITYBEINGPRICED UNITPRICE
|
||||
|
||||
DATE is a simple date as usual. COMMODITYBEINGPRICED is the symbol of
|
||||
the commodity being priced. UNITPRICE is an ordinary amount (symbol
|
||||
and quantity) in a second commodity, specifying the unit price or con-
|
||||
version rate for the first commodity in terms of the second, on the
|
||||
DATE is a simple date as usual. COMMODITYBEINGPRICED is the symbol of
|
||||
the commodity being priced. UNITPRICE is an ordinary amount (symbol
|
||||
and quantity) in a second commodity, specifying the unit price or con-
|
||||
version rate for the first commodity in terms of the second, on the
|
||||
given date.
|
||||
|
||||
For example, the following directives say that one euro was worth 1.35
|
||||
For example, the following directives say that one euro was worth 1.35
|
||||
US dollars during 2009, and $1.40 from 2010 onward:
|
||||
|
||||
P 2009/1/1 $1.35
|
||||
P 2010/1/1 $1.40
|
||||
|
||||
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.)
|
||||
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 is a
|
||||
(multi-line) comment. If there is no end comment, the comment extends
|
||||
Also, anything between comment and end comment directives 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 post-
|
||||
ings). Similarly, you can attach comments to an individual posting by
|
||||
You can attach comments to a transaction by writing them after the
|
||||
description and/or indented on the following lines (before the post-
|
||||
ings). Similarly, you can attach comments to an individual posting by
|
||||
writing them after the amount and/or indented on the following lines.
|
||||
|
||||
Some examples:
|
||||
@ -536,20 +538,20 @@ FILE FORMAT
|
||||
; a journal comment (because not indented)
|
||||
|
||||
Tags
|
||||
Tags are a way to add extra labels or labelled data to postings and
|
||||
Tags are a way to add extra labels or labelled data to postings and
|
||||
transactions, which you can then search or pivot on.
|
||||
|
||||
A simple tag is a word (which may contain hyphens) followed by a full
|
||||
A simple tag is a word (which may contain hyphens) followed by a full
|
||||
colon, written inside a transaction or posting comment line:
|
||||
|
||||
2017/1/16 bought groceries ; sometag:
|
||||
|
||||
Tags can have a value, which is the text after the colon, up to the
|
||||
Tags can have a value, which is the text after the colon, up to the
|
||||
next comma or end of line, with leading/trailing whitespace removed:
|
||||
|
||||
expenses:food $10 ; a-posting-tag: the tag value
|
||||
|
||||
Note this means hledger's tag values can not contain commas or new-
|
||||
Note this means hledger's tag values can not contain commas or new-
|
||||
lines. Ending at commas means you can write multiple short tags on one
|
||||
line, comma separated:
|
||||
|
||||
@ -563,16 +565,16 @@ FILE FORMAT
|
||||
|
||||
o "tag2" is another tag, whose value is "some value ..."
|
||||
|
||||
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,
|
||||
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 (those plus posting-tag):
|
||||
|
||||
1/1 a transaction ; A:, TAG2:
|
||||
; third-tag: a third transaction tag, <- with a value
|
||||
(a) $1 ; posting-tag:
|
||||
|
||||
Tags are like Ledger's metadata feature, except hledger's tag values
|
||||
Tags are like Ledger's metadata feature, except hledger's tag values
|
||||
are simple strings.
|
||||
|
||||
Implicit tags
|
||||
@ -586,14 +588,14 @@ FILE FORMAT
|
||||
|
||||
o note - the part of description after |, or all of it
|
||||
|
||||
payee and note support descriptions written in a special PAYEE | NOTE
|
||||
payee and note support descriptions written in a special PAYEE | NOTE
|
||||
format, accessing the parts before and after the pipe character respec-
|
||||
tively. For descriptions not containing a pipe character they are the
|
||||
tively. For descriptions not containing a pipe character they are the
|
||||
same as description.
|
||||
|
||||
Directives
|
||||
Account aliases
|
||||
You can define aliases which rewrite your account names (after reading
|
||||
You can define aliases which rewrite your account names (after reading
|
||||
the journal, before generating reports). hledger's account aliases can
|
||||
be useful for:
|
||||
|
||||
@ -610,8 +612,8 @@ FILE FORMAT
|
||||
See also Cookbook: rewrite account names.
|
||||
|
||||
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
|
||||
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. The spaces around the = are optional:
|
||||
|
||||
alias OLD = NEW
|
||||
@ -619,52 +621,52 @@ FILE FORMAT
|
||||
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 occur-
|
||||
rence of the old account name with the new one. Subaccounts are also
|
||||
OLD and NEW are full account names. hledger will replace any occur-
|
||||
rence of the old account name with the new one. Subaccounts are also
|
||||
affected. Eg:
|
||||
|
||||
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,
|
||||
There is also a more powerful variant that uses a regular expression,
|
||||
indicated by the forward slashes:
|
||||
|
||||
alias /REGEX/ = REPLACEMENT
|
||||
|
||||
or --alias '/REGEX/=REPLACEMENT'.
|
||||
|
||||
REGEX is a case-insensitive regular expression. Anywhere it matches
|
||||
inside an account name, the matched part will be replaced by REPLACE-
|
||||
MENT. If REGEX contains parenthesised match groups, these can be ref-
|
||||
REGEX is a case-insensitive regular expression. Anywhere it matches
|
||||
inside an account name, the matched part will be replaced by REPLACE-
|
||||
MENT. If REGEX contains parenthesised match groups, these can be ref-
|
||||
erenced by the usual numeric backreferences in REPLACEMENT. Note, cur-
|
||||
rently regular expression aliases may cause noticeable slow-downs.
|
||||
rently regular expression aliases may cause noticeable slow-downs.
|
||||
(And if you use Ledger on your hledger file, they will be ignored.) Eg:
|
||||
|
||||
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 com-
|
||||
mand-line options. Aliases are recursive - each alias sees the result
|
||||
of applying previous ones. (This is different from Ledger, where
|
||||
You can define as many aliases as you like using directives or com-
|
||||
mand-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 fol-
|
||||
lowing order:
|
||||
|
||||
1. alias directives, most recently seen first (recent directives take
|
||||
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
|
||||
You can clear (forget) all currently defined aliases with the
|
||||
end aliases directive:
|
||||
|
||||
end aliases
|
||||
|
||||
account directive
|
||||
The account directive predefines account names, as in Ledger and Bean-
|
||||
count. This may be useful for your own documentation; hledger doesn't
|
||||
The account directive predefines account names, as in Ledger and Bean-
|
||||
count. This may be useful for your own documentation; hledger doesn't
|
||||
make use of it yet.
|
||||
|
||||
; account ACCT
|
||||
@ -679,8 +681,8 @@ FILE FORMAT
|
||||
; 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
|
||||
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:
|
||||
|
||||
apply account home
|
||||
@ -697,7 +699,7 @@ FILE FORMAT
|
||||
home:food $10
|
||||
home:cash $-10
|
||||
|
||||
If end apply account is omitted, the effect lasts to the end of the
|
||||
If end apply account is omitted, the effect lasts to the end of the
|
||||
file. Included files are also affected, eg:
|
||||
|
||||
apply account business
|
||||
@ -706,16 +708,16 @@ FILE FORMAT
|
||||
apply account personal
|
||||
include personal.journal
|
||||
|
||||
Prior to hledger 1.0, legacy account and end spellings were also sup-
|
||||
Prior to hledger 1.0, legacy account and end spellings were also sup-
|
||||
ported.
|
||||
|
||||
Multi-line comments
|
||||
A line containing just comment starts a multi-line comment, and a line
|
||||
A line containing just comment starts a multi-line comment, and a line
|
||||
containing just end comment ends it. See comments.
|
||||
|
||||
commodity directive
|
||||
The commodity directive predefines commodities (currently this is just
|
||||
informational), and also it may define the display format for amounts
|
||||
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:
|
||||
@ -727,8 +729,8 @@ FILE FORMAT
|
||||
; 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
|
||||
or on multiple lines, using the "format" subdirective. In this case
|
||||
the commodity symbol appears twice and should be the same in both
|
||||
places:
|
||||
|
||||
; commodity SYMBOL
|
||||
@ -741,10 +743,10 @@ FILE FORMAT
|
||||
format INR 9,99,99,999.00
|
||||
|
||||
Default commodity
|
||||
The D directive sets a default commodity (and display format), to be
|
||||
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
|
||||
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.
|
||||
|
||||
# commodity-less amounts should be treated as dollars
|
||||
@ -756,8 +758,8 @@ FILE FORMAT
|
||||
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.
|
||||
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:
|
||||
|
||||
Y2009 ; set default year to 2009
|
||||
@ -777,24 +779,24 @@ FILE FORMAT
|
||||
assets
|
||||
|
||||
Including other files
|
||||
You can pull in the content of additional journal files by writing an
|
||||
You can pull in the content of additional journal files by writing an
|
||||
include directive, like this:
|
||||
|
||||
include path/to/file.journal
|
||||
|
||||
If the path does not begin with a slash, it is relative to the current
|
||||
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
|
||||
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 jour-
|
||||
nal files easier. They add colour, navigation aids and helpful com-
|
||||
mands. For hledger users who edit the journal file directly (the
|
||||
nal files easier. They add colour, navigation aids and helpful com-
|
||||
mands. 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
|
||||
These were written with Ledger in mind, but also work with hledger
|
||||
files:
|
||||
|
||||
|
||||
@ -805,14 +807,13 @@ EDITOR SUPPORT
|
||||
lime-Text
|
||||
Textmate https://github.com/ledger/ledger/wiki/Using-Text-
|
||||
Mate-2
|
||||
|
||||
Text Wrangler https://github.com/ledger/ledger/wiki/Edit-
|
||||
ing-Ledger-files-with-TextWrangler
|
||||
|
||||
|
||||
|
||||
REPORTING BUGS
|
||||
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
||||
Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
|
||||
or hledger mail list)
|
||||
|
||||
|
||||
@ -826,7 +827,7 @@ COPYRIGHT
|
||||
|
||||
|
||||
SEE ALSO
|
||||
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
||||
hledger(1), hledger-ui(1), hledger-web(1), hledger-api(1),
|
||||
hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
|
||||
dot(5), ledger(1)
|
||||
|
||||
|
||||
@ -156,7 +156,7 @@ include only pending postings/txns
|
||||
.RS
|
||||
.RE
|
||||
.TP
|
||||
.B \f[C]\-U\ \-\-uncleared\f[]
|
||||
.B \f[C]\-U\ \-\-unmarked\f[]
|
||||
include only unmarked postings/txns
|
||||
.RS
|
||||
.RE
|
||||
|
||||
@ -110,7 +110,7 @@ the data.
|
||||
'-P --pending'
|
||||
|
||||
include only pending postings/txns
|
||||
'-U --uncleared'
|
||||
'-U --unmarked'
|
||||
|
||||
include only unmarked postings/txns
|
||||
'-R --real'
|
||||
@ -359,17 +359,17 @@ Tag Table:
|
||||
Node: Top73
|
||||
Node: OPTIONS831
|
||||
Ref: #options930
|
||||
Node: KEYS3644
|
||||
Ref: #keys3741
|
||||
Node: SCREENS6330
|
||||
Ref: #screens6417
|
||||
Node: Accounts screen6507
|
||||
Ref: #accounts-screen6637
|
||||
Node: Register screen8767
|
||||
Ref: #register-screen8924
|
||||
Node: Transaction screen10867
|
||||
Ref: #transaction-screen11027
|
||||
Node: Error screen11897
|
||||
Ref: #error-screen12021
|
||||
Node: KEYS3643
|
||||
Ref: #keys3740
|
||||
Node: SCREENS6329
|
||||
Ref: #screens6416
|
||||
Node: Accounts screen6506
|
||||
Ref: #accounts-screen6636
|
||||
Node: Register screen8766
|
||||
Ref: #register-screen8923
|
||||
Node: Transaction screen10866
|
||||
Ref: #transaction-screen11026
|
||||
Node: Error screen11896
|
||||
Ref: #error-screen12020
|
||||
|
||||
End Tag Table
|
||||
|
||||
@ -107,7 +107,7 @@ OPTIONS
|
||||
-P --pending
|
||||
include only pending postings/txns
|
||||
|
||||
-U --uncleared
|
||||
-U --unmarked
|
||||
include only unmarked postings/txns
|
||||
|
||||
-R --real
|
||||
|
||||
@ -212,7 +212,7 @@ include only pending postings/txns
|
||||
.RS
|
||||
.RE
|
||||
.TP
|
||||
.B \f[C]\-U\ \-\-uncleared\f[]
|
||||
.B \f[C]\-U\ \-\-unmarked\f[]
|
||||
include only unmarked postings/txns
|
||||
.RS
|
||||
.RE
|
||||
|
||||
@ -155,7 +155,7 @@ options as shown above.
|
||||
'-P --pending'
|
||||
|
||||
include only pending postings/txns
|
||||
'-U --uncleared'
|
||||
'-U --unmarked'
|
||||
|
||||
include only unmarked postings/txns
|
||||
'-R --real'
|
||||
|
||||
@ -152,7 +152,7 @@ OPTIONS
|
||||
-P --pending
|
||||
include only pending postings/txns
|
||||
|
||||
-U --uncleared
|
||||
-U --unmarked
|
||||
include only unmarked postings/txns
|
||||
|
||||
-R --real
|
||||
|
||||
@ -283,7 +283,7 @@ include only pending postings/txns
|
||||
.RS
|
||||
.RE
|
||||
.TP
|
||||
.B \f[C]\-U\ \-\-uncleared\f[]
|
||||
.B \f[C]\-U\ \-\-unmarked\f[]
|
||||
include only unmarked postings/txns
|
||||
.RS
|
||||
.RE
|
||||
|
||||
@ -220,7 +220,7 @@ different, like git.)
|
||||
'-P --pending'
|
||||
|
||||
include only pending postings/txns
|
||||
'-U --uncleared'
|
||||
'-U --unmarked'
|
||||
|
||||
include only unmarked postings/txns
|
||||
'-R --real'
|
||||
@ -2120,123 +2120,123 @@ Node: OPTIONS3640
|
||||
Ref: #options3744
|
||||
Node: General options4025
|
||||
Ref: #general-options4152
|
||||
Node: Command options6663
|
||||
Ref: #command-options6816
|
||||
Node: Command arguments7214
|
||||
Ref: #command-arguments7374
|
||||
Node: Special characters7495
|
||||
Ref: #special-characters7653
|
||||
Node: Input files8821
|
||||
Ref: #input-files8959
|
||||
Node: Smart dates10922
|
||||
Ref: #smart-dates11065
|
||||
Node: Report start & end date12044
|
||||
Ref: #report-start-end-date12216
|
||||
Node: Report intervals13282
|
||||
Ref: #report-intervals13447
|
||||
Node: Period expressions13848
|
||||
Ref: #period-expressions14008
|
||||
Node: Depth limiting16348
|
||||
Ref: #depth-limiting16494
|
||||
Node: Pivoting16695
|
||||
Ref: #pivoting16815
|
||||
Node: Cost18586
|
||||
Ref: #cost18696
|
||||
Node: Market value18814
|
||||
Ref: #market-value18951
|
||||
Node: Regular expressions20251
|
||||
Ref: #regular-expressions20389
|
||||
Node: QUERIES21750
|
||||
Ref: #queries21854
|
||||
Node: COMMANDS25533
|
||||
Ref: #commands25647
|
||||
Node: accounts26320
|
||||
Ref: #accounts26420
|
||||
Node: activity27402
|
||||
Ref: #activity27514
|
||||
Node: add27873
|
||||
Ref: #add27974
|
||||
Node: balance30632
|
||||
Ref: #balance30745
|
||||
Node: Flat mode33760
|
||||
Ref: #flat-mode33887
|
||||
Node: Depth limited balance reports34307
|
||||
Ref: #depth-limited-balance-reports34510
|
||||
Node: Multicolumn balance reports34930
|
||||
Ref: #multicolumn-balance-reports35141
|
||||
Node: Custom balance output39789
|
||||
Ref: #custom-balance-output39973
|
||||
Node: Colour support42066
|
||||
Ref: #colour-support42227
|
||||
Node: Output destination42400
|
||||
Ref: #output-destination42558
|
||||
Node: CSV output42828
|
||||
Ref: #csv-output42947
|
||||
Node: balancesheet43344
|
||||
Ref: #balancesheet43472
|
||||
Node: cashflow45379
|
||||
Ref: #cashflow45496
|
||||
Node: help47364
|
||||
Ref: #help47476
|
||||
Node: incomestatement48314
|
||||
Ref: #incomestatement48444
|
||||
Node: info50336
|
||||
Ref: #info50443
|
||||
Node: man50807
|
||||
Ref: #man50904
|
||||
Node: print51309
|
||||
Ref: #print51414
|
||||
Node: register55170
|
||||
Ref: #register55283
|
||||
Node: Custom register output59779
|
||||
Ref: #custom-register-output59910
|
||||
Node: stats61207
|
||||
Ref: #stats61313
|
||||
Node: test62194
|
||||
Ref: #test62281
|
||||
Node: ADD-ON COMMANDS62649
|
||||
Ref: #add-on-commands62761
|
||||
Node: Official add-ons64048
|
||||
Ref: #official-add-ons64190
|
||||
Node: api64277
|
||||
Ref: #api64368
|
||||
Node: ui64420
|
||||
Ref: #ui64521
|
||||
Node: web64579
|
||||
Ref: #web64670
|
||||
Node: Third party add-ons64716
|
||||
Ref: #third-party-add-ons64893
|
||||
Node: diff65028
|
||||
Ref: #diff65127
|
||||
Node: iadd65226
|
||||
Ref: #iadd65342
|
||||
Node: interest65425
|
||||
Ref: #interest65548
|
||||
Node: irr65643
|
||||
Ref: #irr65743
|
||||
Node: Experimental add-ons65821
|
||||
Ref: #experimental-add-ons65975
|
||||
Node: autosync66368
|
||||
Ref: #autosync66482
|
||||
Node: budget66721
|
||||
Ref: #budget66845
|
||||
Node: chart66911
|
||||
Ref: #chart67030
|
||||
Node: check67101
|
||||
Ref: #check67225
|
||||
Node: check-dates67292
|
||||
Ref: #check-dates67434
|
||||
Node: check-dupes67507
|
||||
Ref: #check-dupes67650
|
||||
Node: equity67727
|
||||
Ref: #equity67855
|
||||
Node: prices67974
|
||||
Ref: #prices68103
|
||||
Node: print-unique68158
|
||||
Ref: #print-unique68307
|
||||
Node: register-match68400
|
||||
Ref: #register-match68556
|
||||
Node: rewrite68654
|
||||
Ref: #rewrite68775
|
||||
Node: Command options6662
|
||||
Ref: #command-options6815
|
||||
Node: Command arguments7213
|
||||
Ref: #command-arguments7373
|
||||
Node: Special characters7494
|
||||
Ref: #special-characters7652
|
||||
Node: Input files8820
|
||||
Ref: #input-files8958
|
||||
Node: Smart dates10921
|
||||
Ref: #smart-dates11064
|
||||
Node: Report start & end date12043
|
||||
Ref: #report-start-end-date12215
|
||||
Node: Report intervals13281
|
||||
Ref: #report-intervals13446
|
||||
Node: Period expressions13847
|
||||
Ref: #period-expressions14007
|
||||
Node: Depth limiting16347
|
||||
Ref: #depth-limiting16493
|
||||
Node: Pivoting16694
|
||||
Ref: #pivoting16814
|
||||
Node: Cost18585
|
||||
Ref: #cost18695
|
||||
Node: Market value18813
|
||||
Ref: #market-value18950
|
||||
Node: Regular expressions20250
|
||||
Ref: #regular-expressions20388
|
||||
Node: QUERIES21749
|
||||
Ref: #queries21853
|
||||
Node: COMMANDS25532
|
||||
Ref: #commands25646
|
||||
Node: accounts26319
|
||||
Ref: #accounts26419
|
||||
Node: activity27401
|
||||
Ref: #activity27513
|
||||
Node: add27872
|
||||
Ref: #add27973
|
||||
Node: balance30631
|
||||
Ref: #balance30744
|
||||
Node: Flat mode33759
|
||||
Ref: #flat-mode33886
|
||||
Node: Depth limited balance reports34306
|
||||
Ref: #depth-limited-balance-reports34509
|
||||
Node: Multicolumn balance reports34929
|
||||
Ref: #multicolumn-balance-reports35140
|
||||
Node: Custom balance output39788
|
||||
Ref: #custom-balance-output39972
|
||||
Node: Colour support42065
|
||||
Ref: #colour-support42226
|
||||
Node: Output destination42399
|
||||
Ref: #output-destination42557
|
||||
Node: CSV output42827
|
||||
Ref: #csv-output42946
|
||||
Node: balancesheet43343
|
||||
Ref: #balancesheet43471
|
||||
Node: cashflow45378
|
||||
Ref: #cashflow45495
|
||||
Node: help47363
|
||||
Ref: #help47475
|
||||
Node: incomestatement48313
|
||||
Ref: #incomestatement48443
|
||||
Node: info50335
|
||||
Ref: #info50442
|
||||
Node: man50806
|
||||
Ref: #man50903
|
||||
Node: print51308
|
||||
Ref: #print51413
|
||||
Node: register55169
|
||||
Ref: #register55282
|
||||
Node: Custom register output59778
|
||||
Ref: #custom-register-output59909
|
||||
Node: stats61206
|
||||
Ref: #stats61312
|
||||
Node: test62193
|
||||
Ref: #test62280
|
||||
Node: ADD-ON COMMANDS62648
|
||||
Ref: #add-on-commands62760
|
||||
Node: Official add-ons64047
|
||||
Ref: #official-add-ons64189
|
||||
Node: api64276
|
||||
Ref: #api64367
|
||||
Node: ui64419
|
||||
Ref: #ui64520
|
||||
Node: web64578
|
||||
Ref: #web64669
|
||||
Node: Third party add-ons64715
|
||||
Ref: #third-party-add-ons64892
|
||||
Node: diff65027
|
||||
Ref: #diff65126
|
||||
Node: iadd65225
|
||||
Ref: #iadd65341
|
||||
Node: interest65424
|
||||
Ref: #interest65547
|
||||
Node: irr65642
|
||||
Ref: #irr65742
|
||||
Node: Experimental add-ons65820
|
||||
Ref: #experimental-add-ons65974
|
||||
Node: autosync66367
|
||||
Ref: #autosync66481
|
||||
Node: budget66720
|
||||
Ref: #budget66844
|
||||
Node: chart66910
|
||||
Ref: #chart67029
|
||||
Node: check67100
|
||||
Ref: #check67224
|
||||
Node: check-dates67291
|
||||
Ref: #check-dates67433
|
||||
Node: check-dupes67506
|
||||
Ref: #check-dupes67649
|
||||
Node: equity67726
|
||||
Ref: #equity67854
|
||||
Node: prices67973
|
||||
Ref: #prices68102
|
||||
Node: print-unique68157
|
||||
Ref: #print-unique68306
|
||||
Node: register-match68399
|
||||
Ref: #register-match68555
|
||||
Node: rewrite68653
|
||||
Ref: #rewrite68774
|
||||
|
||||
End Tag Table
|
||||
|
||||
@ -188,7 +188,7 @@ OPTIONS
|
||||
-P --pending
|
||||
include only pending postings/txns
|
||||
|
||||
-U --uncleared
|
||||
-U --unmarked
|
||||
include only unmarked postings/txns
|
||||
|
||||
-R --real
|
||||
|
||||
Loading…
Reference in New Issue
Block a user