;doc: regen manuals

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@ -1,6 +1,6 @@
.\"t .\"t
.TH "hledger_csv" "5" "June 2020" "hledger 1.18" "hledger User Manuals" .TH "hledger_csv" "5" "June 2020" "hledger 1.18.99" "hledger User Manuals"

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@ -3,8 +3,8 @@ This is hledger_csv.info, produced by makeinfo version 6.7 from stdin.
 
File: hledger_csv.info, Node: Top, Next: EXAMPLES, Up: (dir) File: hledger_csv.info, Node: Top, Next: EXAMPLES, Up: (dir)
hledger_csv(5) hledger 1.18 hledger_csv(5) hledger 1.18.99
*************************** ******************************
CSV - how hledger reads CSV data, and the CSV rules file format CSV - how hledger reads CSV data, and the CSV rules file format
@ -1036,74 +1036,74 @@ command the user specified.
 
Tag Table: Tag Table:
Node: Top72 Node: Top72
Node: EXAMPLES2174 Node: EXAMPLES2180
Ref: #examples2280 Ref: #examples2286
Node: Basic2488 Node: Basic2494
Ref: #basic2588 Ref: #basic2594
Node: Bank of Ireland3130 Node: Bank of Ireland3136
Ref: #bank-of-ireland3265 Ref: #bank-of-ireland3271
Node: Amazon4727 Node: Amazon4733
Ref: #amazon4845 Ref: #amazon4851
Node: Paypal6564 Node: Paypal6570
Ref: #paypal6658 Ref: #paypal6664
Node: CSV RULES14302 Node: CSV RULES14308
Ref: #csv-rules14411 Ref: #csv-rules14417
Node: skip14687 Node: skip14693
Ref: #skip14780 Ref: #skip14786
Node: fields15155 Node: fields15161
Ref: #fields15277 Ref: #fields15283
Node: Transaction field names16442 Node: Transaction field names16448
Ref: #transaction-field-names16602 Ref: #transaction-field-names16608
Node: Posting field names16713 Node: Posting field names16719
Ref: #posting-field-names16865 Ref: #posting-field-names16871
Node: account16935 Node: account16941
Ref: #account17051 Ref: #account17057
Node: amount17588 Node: amount17594
Ref: #amount17719 Ref: #amount17725
Node: currency18826 Node: currency18832
Ref: #currency18961 Ref: #currency18967
Node: balance19167 Node: balance19173
Ref: #balance19301 Ref: #balance19307
Node: comment19618 Node: comment19624
Ref: #comment19735 Ref: #comment19741
Node: field assignment19898 Node: field assignment19904
Ref: #field-assignment20041 Ref: #field-assignment20047
Node: separator20859 Node: separator20865
Ref: #separator20988 Ref: #separator20994
Node: if21399 Node: if21405
Ref: #if21501 Ref: #if21507
Node: end23657 Node: end23663
Ref: #end23763 Ref: #end23769
Node: date-format23987 Node: date-format23993
Ref: #date-format24119 Ref: #date-format24125
Node: newest-first24868 Node: newest-first24874
Ref: #newest-first25006 Ref: #newest-first25012
Node: include25689 Node: include25695
Ref: #include25818 Ref: #include25824
Node: balance-type26262 Node: balance-type26268
Ref: #balance-type26382 Ref: #balance-type26388
Node: TIPS27082 Node: TIPS27088
Ref: #tips27164 Ref: #tips27170
Node: Rapid feedback27420 Node: Rapid feedback27426
Ref: #rapid-feedback27537 Ref: #rapid-feedback27543
Node: Valid CSV27997 Node: Valid CSV28003
Ref: #valid-csv28127 Ref: #valid-csv28133
Node: File Extension28319 Node: File Extension28325
Ref: #file-extension28471 Ref: #file-extension28477
Node: Reading multiple CSV files28881 Node: Reading multiple CSV files28887
Ref: #reading-multiple-csv-files29066 Ref: #reading-multiple-csv-files29072
Node: Valid transactions29307 Node: Valid transactions29313
Ref: #valid-transactions29485 Ref: #valid-transactions29491
Node: Deduplicating importing30113 Node: Deduplicating importing30119
Ref: #deduplicating-importing30292 Ref: #deduplicating-importing30298
Node: Setting amounts31325 Node: Setting amounts31331
Ref: #setting-amounts31494 Ref: #setting-amounts31500
Node: Setting currency/commodity32481 Node: Setting currency/commodity32487
Ref: #setting-currencycommodity32673 Ref: #setting-currencycommodity32679
Node: Referencing other fields33476 Node: Referencing other fields33482
Ref: #referencing-other-fields33676 Ref: #referencing-other-fields33682
Node: How CSV rules are evaluated34573 Node: How CSV rules are evaluated34579
Ref: #how-csv-rules-are-evaluated34746 Ref: #how-csv-rules-are-evaluated34752
 
End Tag Table End Tag Table

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@ -852,4 +852,4 @@ SEE ALSO
hledger 1.18 June 2020 hledger_csv(5) hledger 1.18.99 June 2020 hledger_csv(5)

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@ -1,6 +1,6 @@
.\"t .\"t
.TH "hledger_journal" "5" "June 2020" "hledger 1.18" "hledger User Manuals" .TH "hledger_journal" "5" "June 2020" "hledger 1.18.99" "hledger User Manuals"
@ -1143,15 +1143,20 @@ files can be included (not CSV files, currently).
If the file path does not begin with a slash, it is relative to the If the file path does not begin with a slash, it is relative to the
current file\[aq]s folder. current file\[aq]s folder.
.PP .PP
It may contain glob patterns to match multiple files, eg: A tilde means home directory, eg: \f[C]include \[ti]/main.journal\f[R].
.PP
The path may contain glob patterns to match multiple files, eg:
\f[C]include *.journal\f[R]. \f[C]include *.journal\f[R].
.PP .PP
Or a tilde, meaning home directory: There is limited support for recursive wildcards: \f[C]**/\f[R] (the
\f[C]include \[ti]/main.journal\f[R]. slash is required) matches 0 or more subdirectories.
It\[aq]s not super convenient since you have to avoid include cycles and
including directories, but this can be done, eg:
\f[C]include */**/*.journal\f[R].
.PP .PP
It may also be prefixed to force a specific file format, overriding the The path may also be prefixed to force a specific file format,
file extension (as described in hledger.1 -> Input files): overriding the file extension (as described in hledger.1 -> Input
\f[C]include timedot:\[ti]/notes/2020*.md\f[R]. files): \f[C]include timedot:\[ti]/notes/2020*.md\f[R].
.SS Default year .SS Default year
.PP .PP
You can set a default year to be used for subsequent dates which You can set a default year to be used for subsequent dates which

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@ -4,8 +4,8 @@ stdin.
 
File: hledger_journal.info, Node: Top, Up: (dir) File: hledger_journal.info, Node: Top, Up: (dir)
hledger_journal(5) hledger 1.18 hledger_journal(5) hledger 1.18.99
******************************* **********************************
Journal - hledger's default file format, representing a General Journal Journal - hledger's default file format, representing a General Journal
@ -1023,14 +1023,19 @@ timedot files can be included (not CSV files, currently).
If the file path does not begin with a slash, it is relative to the If the file path does not begin with a slash, it is relative to the
current file's folder. current file's folder.
It may contain glob patterns to match multiple files, eg: 'include A tilde means home directory, eg: 'include ~/main.journal'.
*.journal'.
Or a tilde, meaning home directory: 'include ~/main.journal'. The path may contain glob patterns to match multiple files, eg:
'include *.journal'.
It may also be prefixed to force a specific file format, overriding There is limited support for recursive wildcards: '**/' (the slash is
the file extension (as described in hledger.1 -> Input files): 'include required) matches 0 or more subdirectories. It's not super convenient
timedot:~/notes/2020*.md'. since you have to avoid include cycles and including directories, but
this can be done, eg: 'include */**/*.journal'.
The path may also be prefixed to force a specific file format,
overriding the file extension (as described in hledger.1 -> Input
files): 'include timedot:~/notes/2020*.md'.
 
File: hledger_journal.info, Node: Default year, Next: Declaring commodities, Prev: Including other files, Up: Directives File: hledger_journal.info, Node: Default year, Next: Declaring commodities, Prev: Including other files, Up: Directives
@ -1823,124 +1828,124 @@ will have these tags added:
 
Tag Table: Tag Table:
Node: Top76 Node: Top76
Node: Transactions1869 Node: Transactions1875
Ref: #transactions1961 Ref: #transactions1967
Node: Dates3245 Node: Dates3251
Ref: #dates3344 Ref: #dates3350
Node: Simple dates3409 Node: Simple dates3415
Ref: #simple-dates3535 Ref: #simple-dates3541
Node: Secondary dates4044 Node: Secondary dates4050
Ref: #secondary-dates4198 Ref: #secondary-dates4204
Node: Posting dates5534 Node: Posting dates5540
Ref: #posting-dates5663 Ref: #posting-dates5669
Node: Status7035 Node: Status7041
Ref: #status7156 Ref: #status7162
Node: Description8864 Node: Description8870
Ref: #description8998 Ref: #description9004
Node: Payee and note9318 Node: Payee and note9324
Ref: #payee-and-note9432 Ref: #payee-and-note9438
Node: Comments9767 Node: Comments9773
Ref: #comments9893 Ref: #comments9899
Node: Tags11087 Node: Tags11093
Ref: #tags11202 Ref: #tags11208
Node: Postings12595 Node: Postings12601
Ref: #postings12723 Ref: #postings12729
Node: Virtual postings13749 Node: Virtual postings13755
Ref: #virtual-postings13866 Ref: #virtual-postings13872
Node: Account names15171 Node: Account names15177
Ref: #account-names15312 Ref: #account-names15318
Node: Amounts15799 Node: Amounts15805
Ref: #amounts15938 Ref: #amounts15944
Node: Digit group marks17046 Node: Digit group marks17052
Ref: #digit-group-marks17194 Ref: #digit-group-marks17200
Node: Amount display style18132 Node: Amount display style18138
Ref: #amount-display-style18286 Ref: #amount-display-style18292
Node: Transaction prices19723 Node: Transaction prices19729
Ref: #transaction-prices19895 Ref: #transaction-prices19901
Node: Lot prices and lot dates22227 Node: Lot prices and lot dates22233
Ref: #lot-prices-and-lot-dates22424 Ref: #lot-prices-and-lot-dates22430
Node: Balance assertions22912 Node: Balance assertions22918
Ref: #balance-assertions23098 Ref: #balance-assertions23104
Node: Assertions and ordering24131 Node: Assertions and ordering24137
Ref: #assertions-and-ordering24319 Ref: #assertions-and-ordering24325
Node: Assertions and included files25019 Node: Assertions and included files25025
Ref: #assertions-and-included-files25262 Ref: #assertions-and-included-files25268
Node: Assertions and multiple -f options25595 Node: Assertions and multiple -f options25601
Ref: #assertions-and-multiple--f-options25851 Ref: #assertions-and-multiple--f-options25857
Node: Assertions and commodities25983 Node: Assertions and commodities25989
Ref: #assertions-and-commodities26215 Ref: #assertions-and-commodities26221
Node: Assertions and prices27372 Node: Assertions and prices27378
Ref: #assertions-and-prices27586 Ref: #assertions-and-prices27592
Node: Assertions and subaccounts28026 Node: Assertions and subaccounts28032
Ref: #assertions-and-subaccounts28255 Ref: #assertions-and-subaccounts28261
Node: Assertions and virtual postings28579 Node: Assertions and virtual postings28585
Ref: #assertions-and-virtual-postings28821 Ref: #assertions-and-virtual-postings28827
Node: Assertions and precision28963 Node: Assertions and precision28969
Ref: #assertions-and-precision29156 Ref: #assertions-and-precision29162
Node: Balance assignments29423 Node: Balance assignments29429
Ref: #balance-assignments29597 Ref: #balance-assignments29603
Node: Balance assignments and prices30761 Node: Balance assignments and prices30767
Ref: #balance-assignments-and-prices30933 Ref: #balance-assignments-and-prices30939
Node: Directives31157 Node: Directives31163
Ref: #directives31316 Ref: #directives31322
Node: Directives and multiple files37007 Node: Directives and multiple files37013
Ref: #directives-and-multiple-files37190 Ref: #directives-and-multiple-files37196
Node: Comment blocks37854 Node: Comment blocks37860
Ref: #comment-blocks38037 Ref: #comment-blocks38043
Node: Including other files38213 Node: Including other files38219
Ref: #including-other-files38393 Ref: #including-other-files38399
Node: Default year39044 Node: Default year39323
Ref: #default-year39213 Ref: #default-year39492
Node: Declaring commodities39620 Node: Declaring commodities39899
Ref: #declaring-commodities39803 Ref: #declaring-commodities40082
Node: Default commodity41609 Node: Default commodity41888
Ref: #default-commodity41795 Ref: #default-commodity42074
Node: Declaring market prices42684 Node: Declaring market prices42963
Ref: #declaring-market-prices42879 Ref: #declaring-market-prices43158
Node: Declaring accounts43736 Node: Declaring accounts44015
Ref: #declaring-accounts43922 Ref: #declaring-accounts44201
Node: Account comments44847 Node: Account comments45126
Ref: #account-comments45010 Ref: #account-comments45289
Node: Account subdirectives45434 Node: Account subdirectives45713
Ref: #account-subdirectives45629 Ref: #account-subdirectives45908
Node: Account types45942 Node: Account types46221
Ref: #account-types46126 Ref: #account-types46405
Node: Account display order47765 Node: Account display order48044
Ref: #account-display-order47935 Ref: #account-display-order48214
Node: Rewriting accounts49086 Node: Rewriting accounts49365
Ref: #rewriting-accounts49271 Ref: #rewriting-accounts49550
Node: Basic aliases50028 Node: Basic aliases50307
Ref: #basic-aliases50174 Ref: #basic-aliases50453
Node: Regex aliases50878 Node: Regex aliases51157
Ref: #regex-aliases51050 Ref: #regex-aliases51329
Node: Combining aliases51768 Node: Combining aliases52047
Ref: #combining-aliases51961 Ref: #combining-aliases52240
Node: Aliases and multiple files53237 Node: Aliases and multiple files53516
Ref: #aliases-and-multiple-files53446 Ref: #aliases-and-multiple-files53725
Node: end aliases54025 Node: end aliases54304
Ref: #end-aliases54182 Ref: #end-aliases54461
Node: Default parent account54283 Node: Default parent account54562
Ref: #default-parent-account54451 Ref: #default-parent-account54730
Node: Periodic transactions55335 Node: Periodic transactions55614
Ref: #periodic-transactions55510 Ref: #periodic-transactions55789
Node: Periodic rule syntax57382 Node: Periodic rule syntax57661
Ref: #periodic-rule-syntax57588 Ref: #periodic-rule-syntax57867
Node: Two spaces between period expression and description!58292 Node: Two spaces between period expression and description!58571
Ref: #two-spaces-between-period-expression-and-description58611 Ref: #two-spaces-between-period-expression-and-description58890
Node: Forecasting with periodic transactions59295 Node: Forecasting with periodic transactions59574
Ref: #forecasting-with-periodic-transactions59600 Ref: #forecasting-with-periodic-transactions59879
Node: Budgeting with periodic transactions61655 Node: Budgeting with periodic transactions61934
Ref: #budgeting-with-periodic-transactions61894 Ref: #budgeting-with-periodic-transactions62173
Node: Auto postings62343 Node: Auto postings62622
Ref: #auto-postings62483 Ref: #auto-postings62762
Node: Auto postings and multiple files64662 Node: Auto postings and multiple files64941
Ref: #auto-postings-and-multiple-files64866 Ref: #auto-postings-and-multiple-files65145
Node: Auto postings and dates65075 Node: Auto postings and dates65354
Ref: #auto-postings-and-dates65349 Ref: #auto-postings-and-dates65628
Node: Auto postings and transaction balancing / inferred amounts / balance assertions65524 Node: Auto postings and transaction balancing / inferred amounts / balance assertions65803
Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions65875 Ref: #auto-postings-and-transaction-balancing-inferred-amounts-balance-assertions66154
Node: Auto posting tags66217 Node: Auto posting tags66496
Ref: #auto-posting-tags66432 Ref: #auto-posting-tags66711
 
End Tag Table End Tag Table

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@ -792,18 +792,23 @@ FILE FORMAT
If the file path does not begin with a slash, it is relative to the If the file path does not begin with a slash, it is relative to the
current file's folder. current file's folder.
It may contain glob patterns to match multiple files, eg: include A tilde means home directory, eg: include ~/main.journal.
The path may contain glob patterns to match multiple files, eg: include
*.journal. *.journal.
Or a tilde, meaning home directory: include ~/main.journal. There is limited support for recursive wildcards: **/ (the slash is re-
quired) matches 0 or more subdirectories. It's not super convenient
since you have to avoid include cycles and including directories, but
this can be done, eg: include */**/*.journal.
It may also be prefixed to force a specific file format, overriding the The path may also be prefixed to force a specific file format, overrid-
file extension (as described in hledger.1 -> Input files): include ing the file extension (as described in hledger.1 -> Input files): in-
timedot:~/notes/2020*.md. clude timedot:~/notes/2020*.md.
Default year Default year
You can set a default year to be used for subsequent dates which don't 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. specify a year. This is a line beginning with Y followed by the year.
Eg: Eg:
Y2009 ; set default year to 2009 Y2009 ; set default year to 2009
@ -825,19 +830,19 @@ FILE FORMAT
Declaring commodities Declaring commodities
The commodity directive has several functions: The commodity directive has several functions:
1. It declares commodities which may be used in the journal. This is 1. It declares commodities which may be used in the journal. This is
currently not enforced, but can serve as documentation. currently not enforced, but can serve as documentation.
2. It declares what decimal mark character (period or comma) to expect 2. It declares what decimal mark character (period or comma) to expect
when parsing input - useful to disambiguate international number when parsing input - useful to disambiguate international number
formats in your data. (Without this, hledger will parse both 1,000 formats in your data. (Without this, hledger will parse both 1,000
and 1.000 as 1). and 1.000 as 1).
3. It declares the amount display style to use in output - decimal and 3. It declares the amount display style to use in output - decimal and
digit group marks, number of decimal places, symbol placement etc. digit group marks, number of decimal places, symbol placement etc.
You are likely to run into one of the problems solved by commodity di- You are likely to run into one of the problems solved by commodity di-
rectives, sooner or later, so it's a good idea to just always use them rectives, sooner or later, so it's a good idea to just always use them
to declare your commodities. to declare your commodities.
A commodity directive is just the word commodity followed by an amount. A commodity directive is just the word commodity followed by an amount.
@ -850,8 +855,8 @@ FILE FORMAT
; separating thousands with comma. ; separating thousands with comma.
commodity 1,000.0000 AAAA commodity 1,000.0000 AAAA
or on multiple lines, using the "format" subdirective. (In this case or on multiple lines, using the "format" subdirective. (In this case
the commodity symbol appears twice and should be the same in both the commodity symbol appears twice and should be the same in both
places.): places.):
; commodity SYMBOL ; commodity SYMBOL
@ -864,22 +869,22 @@ FILE FORMAT
format INR 1,00,00,000.00 format INR 1,00,00,000.00
The quantity of the amount does not matter; only the format is signifi- The quantity of the amount does not matter; only the format is signifi-
cant. The number must include a decimal mark: either a period or a cant. The number must include a decimal mark: either a period or a
comma, followed by 0 or more decimal digits. comma, followed by 0 or more decimal digits.
Note hledger normally uses banker's rounding, so 0.5 displayed with Note hledger normally uses banker's rounding, so 0.5 displayed with
zero decimal digits is "0". (More at Amount display style.) zero decimal digits is "0". (More at Amount display style.)
Default commodity Default commodity
The D directive sets a default commodity, to be used for amounts with- The D directive sets a default commodity, to be used for amounts with-
out a commodity symbol (ie, plain numbers). This commodity will be ap- out a commodity symbol (ie, plain numbers). This commodity will be ap-
plied to all subsequent commodity-less amounts, or until the next D di- plied to all subsequent commodity-less amounts, or until the next D di-
rective. (Note, this is different from Ledger's D.) rective. (Note, this is different from Ledger's D.)
For compatibility/historical reasons, D also acts like a commodity di- For compatibility/historical reasons, D also acts like a commodity di-
rective, setting the commodity's display style (for output) and decimal rective, setting the commodity's display style (for output) and decimal
mark (for parsing input). As with commodity, the amount must always be mark (for parsing input). As with commodity, the amount must always be
written with a decimal mark (period or comma). If both directives are written with a decimal mark (period or comma). If both directives are
used, commodity's style takes precedence. used, commodity's style takes precedence.
The syntax is D AMOUNT. Eg: The syntax is D AMOUNT. Eg:
@ -893,9 +898,9 @@ FILE FORMAT
b b
Declaring market prices Declaring market prices
The P directive declares a market price, which is an exchange rate be- The P directive declares a market price, which is an exchange rate be-
tween two commodities on a certain date. (In Ledger, they are called tween two commodities on a certain date. (In Ledger, they are called
"historical prices".) These are often obtained from a stock exchange, "historical prices".) These are often obtained from a stock exchange,
cryptocurrency exchange, or the foreign exchange market. cryptocurrency exchange, or the foreign exchange market.
Here is the format: Here is the format:
@ -906,16 +911,16 @@ FILE FORMAT
o COMMODITYA is the symbol of the commodity being priced o COMMODITYA is the symbol of the commodity being priced
o COMMODITYBAMOUNT is an amount (symbol and quantity) in a second com- o COMMODITYBAMOUNT is an amount (symbol and quantity) in a second com-
modity, giving the price in commodity B of one unit of commodity A. modity, giving the price in commodity B of one unit of commodity A.
These two market price directives say that one euro was worth 1.35 US These two market price directives say that one euro was worth 1.35 US
dollars during 2009, and $1.40 from 2010 onward: dollars during 2009, and $1.40 from 2010 onward:
P 2009/1/1 EUR $1.35 P 2009/1/1 EUR $1.35
P 2010/1/1 EUR $1.40 P 2010/1/1 EUR $1.40
The -V, -X and --value flags use these market prices to show amount The -V, -X and --value flags use these market prices to show amount
values in another commodity. See Valuation. values in another commodity. See Valuation.
Declaring accounts Declaring accounts
@ -925,20 +930,20 @@ FILE FORMAT
o They can document your intended chart of accounts, providing a refer- o They can document your intended chart of accounts, providing a refer-
ence. ence.
o They can store extra information about accounts (account numbers, o They can store extra information about accounts (account numbers,
notes, etc.) notes, etc.)
o They can help hledger know your accounts' types (asset, liability, o They can help hledger know your accounts' types (asset, liability,
equity, revenue, expense), useful for reports like balancesheet and equity, revenue, expense), useful for reports like balancesheet and
incomestatement. incomestatement.
o They control account display order in reports, allowing non-alpha- o They control account display order in reports, allowing non-alpha-
betic sorting (eg Revenues to appear above Expenses). betic sorting (eg Revenues to appear above Expenses).
o They help with account name completion in the add command, hledger- o They help with account name completion in the add command, hledger-
iadd, hledger-web, ledger-mode etc. iadd, hledger-web, ledger-mode etc.
The simplest form is just the word account followed by a hledger-style The simplest form is just the word account followed by a hledger-style
account name, eg: account name, eg:
account assets:bank:checking account assets:bank:checking
@ -946,7 +951,7 @@ FILE FORMAT
Account comments Account comments
Comments, beginning with a semicolon, can be added: Comments, beginning with a semicolon, can be added:
o on the same line, after two or more spaces (because ; is allowed in o on the same line, after two or more spaces (because ; is allowed in
account names) account names)
o on the next lines, indented o on the next lines, indented
@ -960,7 +965,7 @@ FILE FORMAT
Same-line comments are not supported by Ledger, or hledger <1.13. Same-line comments are not supported by Ledger, or hledger <1.13.
Account subdirectives Account subdirectives
We also allow (and ignore) Ledger-style indented subdirectives, just We also allow (and ignore) Ledger-style indented subdirectives, just
for compatibility.: for compatibility.:
account assets:bank:checking account assets:bank:checking
@ -973,18 +978,18 @@ FILE FORMAT
[LEDGER-STYLE SUBDIRECTIVES, IGNORED] [LEDGER-STYLE SUBDIRECTIVES, IGNORED]
Account types Account types
hledger recognises five types (or classes) of account: Asset, Liabil- hledger recognises five types (or classes) of account: Asset, Liabil-
ity, Equity, Revenue, Expense. This is used by a few accounting-aware ity, Equity, Revenue, Expense. This is used by a few accounting-aware
reports such as balancesheet, incomestatement and cashflow. reports such as balancesheet, incomestatement and cashflow.
Auto-detected account types Auto-detected account types
If you name your top-level accounts with some variation of assets, lia- If you name your top-level accounts with some variation of assets, lia-
bilities/debts, equity, revenues/income, or expenses, their types are bilities/debts, equity, revenues/income, or expenses, their types are
detected automatically. detected automatically.
Account types declared with tags Account types declared with tags
More generally, you can declare an account's type with an account di- More generally, you can declare an account's type with an account di-
rective, by writing a type: tag in a comment, followed by one of the rective, by writing a type: tag in a comment, followed by one of the
words Asset, Liability, Equity, Revenue, Expense, or one of the letters words Asset, Liability, Equity, Revenue, Expense, or one of the letters
ALERX (case insensitive): ALERX (case insensitive):
@ -995,8 +1000,8 @@ FILE FORMAT
account expenses ; type:Expense account expenses ; type:Expense
Account types declared with account type codes Account types declared with account type codes
Or, you can write one of those letters separated from the account name Or, you can write one of those letters separated from the account name
by two or more spaces, but this should probably be considered depre- by two or more spaces, but this should probably be considered depre-
cated as of hledger 1.13: cated as of hledger 1.13:
account assets A account assets A
@ -1006,7 +1011,7 @@ FILE FORMAT
account expenses X account expenses X
Overriding auto-detected types Overriding auto-detected types
If you ever override the types of those auto-detected english account If you ever override the types of those auto-detected english account
names mentioned above, you might need to help the reports a bit. Eg: names mentioned above, you might need to help the reports a bit. Eg:
; make "liabilities" not have the liability type - who knows why ; make "liabilities" not have the liability type - who knows why
@ -1017,8 +1022,8 @@ FILE FORMAT
account - ; type:L account - ; type:L
Account display order Account display order
Account directives also set the order in which accounts are displayed, Account directives also set the order in which accounts are displayed,
eg in reports, the hledger-ui accounts screen, and the hledger-web eg in reports, the hledger-ui accounts screen, and the hledger-web
sidebar. By default accounts are listed in alphabetical order. But if sidebar. By default accounts are listed in alphabetical order. But if
you have these account directives in the journal: you have these account directives in the journal:
@ -1040,20 +1045,20 @@ FILE FORMAT
Undeclared accounts, if any, are displayed last, in alphabetical order. Undeclared accounts, if any, are displayed last, in alphabetical order.
Note that sorting is done at each level of the account tree (within Note that sorting is done at each level of the account tree (within
each group of sibling accounts under the same parent). And currently, each group of sibling accounts under the same parent). And currently,
this directive: this directive:
account other:zoo account other:zoo
would influence the position of zoo among other's subaccounts, but not would influence the position of zoo among other's subaccounts, but not
the position of other among the top-level accounts. This means: the position of other among the top-level accounts. This means:
o you will sometimes declare parent accounts (eg account other above) o you will sometimes declare parent accounts (eg account other above)
that you don't intend to post to, just to customize their display or- that you don't intend to post to, just to customize their display or-
der der
o sibling accounts stay together (you couldn't display x:y in between o sibling accounts stay together (you couldn't display x:y in between
a:b and a:c). a:b and a:c).
Rewriting accounts Rewriting accounts
@ -1071,14 +1076,14 @@ FILE FORMAT
o customising reports o customising reports
Account aliases also rewrite account names in account directives. They Account aliases also rewrite account names in account directives. They
do not affect account names being entered via hledger add or hledger- do not affect account names being entered via hledger add or hledger-
web. web.
See also Rewrite account names. See also Rewrite account names.
Basic aliases Basic aliases
To set an account alias, use the alias directive in your journal file. To set an account alias, use the alias directive in your journal file.
This affects all subsequent journal entries in the current file or its This affects all subsequent journal entries in the current file or its
included files. The spaces around the = are optional: included files. The spaces around the = are optional:
alias OLD = NEW alias OLD = NEW
@ -1086,49 +1091,49 @@ FILE FORMAT
Or, you can use the --alias 'OLD=NEW' option on the command line. This 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. affects all entries. It's useful for trying out aliases interactively.
OLD and NEW are case sensitive full account names. hledger will re- OLD and NEW are case sensitive full account names. hledger will re-
place any occurrence of the old account name with the new one. Subac- place any occurrence of the old account name with the new one. Subac-
counts are also affected. Eg: counts are also affected. Eg:
alias checking = assets:bank:wells fargo:checking 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" ; rewrites "checking" to "assets:bank:wells fargo:checking", or "checking:a" to "assets:bank:wells fargo:checking:a"
Regex aliases 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: indicated by the forward slashes:
alias /REGEX/ = REPLACEMENT alias /REGEX/ = REPLACEMENT
or --alias '/REGEX/=REPLACEMENT'. or --alias '/REGEX/=REPLACEMENT'.
REGEX is a case-insensitive regular expression. Anywhere it matches REGEX is a case-insensitive regular expression. Anywhere it matches
inside an account name, the matched part will be replaced by REPLACE- inside an account name, the matched part will be replaced by REPLACE-
MENT. If REGEX contains parenthesised match groups, these can be ref- MENT. If REGEX contains parenthesised match groups, these can be ref-
erenced by the usual numeric backreferences in REPLACEMENT. Eg: erenced by the usual numeric backreferences in REPLACEMENT. Eg:
alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3 alias /^(.+):bank:([^:]+)(.*)/ = \1:\2 \3
; rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking" ; rewrites "assets:bank:wells fargo:checking" to "assets:wells fargo checking"
Also note that REPLACEMENT continues to the end of line (or on command Also note that REPLACEMENT continues to the end of line (or on command
line, to end of option argument), so it can contain trailing white- line, to end of option argument), so it can contain trailing white-
space. space.
Combining aliases Combining aliases
You can define as many aliases as you like, using journal directives You can define as many aliases as you like, using journal directives
and/or command line options. and/or command line options.
Recursive aliases - where an account name is rewritten by one alias, Recursive aliases - where an account name is rewritten by one alias,
then by another alias, and so on - are allowed. Each alias sees the then by another alias, and so on - are allowed. Each alias sees the
effect of previously applied aliases. effect of previously applied aliases.
In such cases it can be important to understand which aliases will be In such cases it can be important to understand which aliases will be
applied and in which order. For (each account name in) each journal applied and in which order. For (each account name in) each journal
entry, we apply: entry, we apply:
1. alias directives preceding the journal entry, most recently parsed 1. alias directives preceding the journal entry, most recently parsed
first (ie, reading upward from the journal entry, bottom to top) first (ie, reading upward from the journal entry, bottom to top)
2. --alias options, in the order they appeared on the command line 2. --alias options, in the order they appeared on the command line
(left to right). (left to right).
In other words, for (an account name in) a given journal entry: In other words, for (an account name in) a given journal entry:
@ -1139,20 +1144,20 @@ FILE FORMAT
o aliases defined after/below the entry do not affect it. o aliases defined after/below the entry do not affect it.
This gives nearby aliases precedence over distant ones, and helps pro- This gives nearby aliases precedence over distant ones, and helps pro-
vide semantic stability - aliases will keep working the same way inde- vide semantic stability - aliases will keep working the same way inde-
pendent of which files are being read and in which order. pendent of which files are being read and in which order.
In case of trouble, adding --debug=6 to the command line will show In case of trouble, adding --debug=6 to the command line will show
which aliases are being applied when. which aliases are being applied when.
Aliases and multiple files Aliases and multiple files
As explained at Directives and multiple files, alias directives do not As explained at Directives and multiple files, alias directives do not
affect parent or sibling files. Eg in this command, affect parent or sibling files. Eg in this command,
hledger -f a.aliases -f b.journal hledger -f a.aliases -f b.journal
account aliases defined in a.aliases will not affect b.journal. In- account aliases defined in a.aliases will not affect b.journal. In-
cluding the aliases doesn't work either: cluding the aliases doesn't work either:
include a.aliases include a.aliases
@ -1174,14 +1179,14 @@ FILE FORMAT
include c.journal ; also affected include c.journal ; also affected
end aliases end aliases
You can clear (forget) all currently defined aliases with the end You can clear (forget) all currently defined aliases with the end
aliases directive: aliases directive:
end aliases end aliases
Default parent account Default parent account
You can specify a parent account which will be prepended to all ac- You can specify a parent account which will be prepended to all ac-
counts within a section of the journal. Use the apply account and end counts within a section of the journal. Use the apply account and end
apply account directives like so: apply account directives like so:
apply account home apply account home
@ -1198,7 +1203,7 @@ FILE FORMAT
home:food $10 home:food $10
home:cash $-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: file. Included files are also affected, eg:
apply account business apply account business
@ -1207,50 +1212,50 @@ FILE FORMAT
apply account personal apply account personal
include personal.journal 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. ported.
A default parent account also affects account directives. It does not A default parent account also affects account directives. It does not
affect account names being entered via hledger add or hledger-web. If affect account names being entered via hledger add or hledger-web. If
account aliases are present, they are applied after the default parent account aliases are present, they are applied after the default parent
account. account.
Periodic transactions Periodic transactions
Periodic transaction rules describe transactions that recur. They al- Periodic transaction rules describe transactions that recur. They al-
low hledger to generate temporary future transactions to help with low hledger to generate temporary future transactions to help with
forecasting, so you don't have to write out each one in the journal, forecasting, so you don't have to write out each one in the journal,
and it's easy to try out different forecasts. Secondly, they are also and it's easy to try out different forecasts. Secondly, they are also
used to define the budgets shown in budget reports. used to define the budgets shown in budget reports.
Periodic transactions can be a little tricky, so before you use them, Periodic transactions can be a little tricky, so before you use them,
read this whole section - or at least these tips: read this whole section - or at least these tips:
1. Two spaces accidentally added or omitted will cause you trouble - 1. Two spaces accidentally added or omitted will cause you trouble -
read about this below. read about this below.
2. For troubleshooting, show the generated transactions with hledger 2. For troubleshooting, show the generated transactions with hledger
print --forecast tag:generated or hledger register --forecast print --forecast tag:generated or hledger register --forecast
tag:generated. tag:generated.
3. Forecasted transactions will begin only after the last non-fore- 3. Forecasted transactions will begin only after the last non-fore-
casted transaction's date. casted transaction's date.
4. Forecasted transactions will end 6 months from today, by default. 4. Forecasted transactions will end 6 months from today, by default.
See below for the exact start/end rules. See below for the exact start/end rules.
5. period expressions can be tricky. Their documentation needs im- 5. period expressions can be tricky. Their documentation needs im-
provement, but is worth studying. provement, but is worth studying.
6. Some period expressions with a repeating interval must begin on a 6. Some period expressions with a repeating interval must begin on a
natural boundary of that interval. Eg in weekly from DATE, DATE natural boundary of that interval. Eg in weekly from DATE, DATE
must be a monday. ~ weekly from 2019/10/1 (a tuesday) will give an must be a monday. ~ weekly from 2019/10/1 (a tuesday) will give an
error. error.
7. Other period expressions with an interval are automatically expanded 7. Other period expressions with an interval are automatically expanded
to cover a whole number of that interval. (This is done to improve to cover a whole number of that interval. (This is done to improve
reports, but it also affects periodic transactions. Yes, it's a bit reports, but it also affects periodic transactions. Yes, it's a bit
inconsistent with the above.) Eg: ~ every 10th day of month from inconsistent with the above.) Eg: ~ every 10th day of month from
2020/01, which is equivalent to ~ every 10th day of month from 2020/01, which is equivalent to ~ every 10th day of month from
2020/01/01, will be adjusted to start on 2019/12/10. 2020/01/01, will be adjusted to start on 2019/12/10.
Periodic rule syntax Periodic rule syntax
@ -1262,17 +1267,17 @@ FILE FORMAT
expenses:rent $2000 expenses:rent $2000
assets:bank:checking assets:bank:checking
There is an additional constraint on the period expression: the start There is an additional constraint on the period expression: the start
date must fall on a natural boundary of the interval. Eg monthly from date must fall on a natural boundary of the interval. Eg monthly from
2018/1/1 is valid, but monthly from 2018/1/15 is not. 2018/1/1 is valid, but monthly from 2018/1/15 is not.
Partial or relative dates (M/D, D, tomorrow, last week) in the period Partial or relative dates (M/D, D, tomorrow, last week) in the period
expression can work (useful or not). They will be relative to today's expression can work (useful or not). They will be relative to today's
date, unless a Y default year directive is in effect, in which case date, unless a Y default year directive is in effect, in which case
they will be relative to Y/1/1. they will be relative to Y/1/1.
Two spaces between period expression and description! Two spaces between period expression and description!
If the period expression is followed by a transaction description, If the period expression is followed by a transaction description,
these must be separated by two or more spaces. This helps hledger know these must be separated by two or more spaces. This helps hledger know
where the period expression ends, so that descriptions can not acciden- where the period expression ends, so that descriptions can not acciden-
tally alter their meaning, as in this example: tally alter their meaning, as in this example:
@ -1286,68 +1291,68 @@ FILE FORMAT
So, So,
o Do write two spaces between your period expression and your transac- o Do write two spaces between your period expression and your transac-
tion description, if any. tion description, if any.
o Don't accidentally write two spaces in the middle of your period ex- o Don't accidentally write two spaces in the middle of your period ex-
pression. pression.
Forecasting with periodic transactions Forecasting with periodic transactions
The --forecast flag activates any periodic transaction rules in the The --forecast flag activates any periodic transaction rules in the
journal. They will generate temporary recurring transactions, which journal. They will generate temporary recurring transactions, which
are not saved in the journal, but will appear in all reports (eg are not saved in the journal, but will appear in all reports (eg
print). This can be useful for estimating balances into the future, or print). This can be useful for estimating balances into the future, or
experimenting with different scenarios. Or, it can be used as a data experimenting with different scenarios. Or, it can be used as a data
entry aid: describe recurring transactions, and every so often copy the entry aid: describe recurring transactions, and every so often copy the
output of print --forecast into the journal. output of print --forecast into the journal.
These transactions will have an extra tag indicating which periodic These transactions will have an extra tag indicating which periodic
rule generated them: generated-transaction:~ PERIODICEXPR. And a simi- rule generated them: generated-transaction:~ PERIODICEXPR. And a simi-
lar, hidden tag (beginning with an underscore) which, because it's lar, hidden tag (beginning with an underscore) which, because it's
never displayed by print, can be used to match transactions generated never displayed by print, can be used to match transactions generated
"just now": _generated-transaction:~ PERIODICEXPR. "just now": _generated-transaction:~ PERIODICEXPR.
Periodic transactions are generated within some forecast period. By Periodic transactions are generated within some forecast period. By
default, this default, this
o begins on the later of o begins on the later of
o the report start date if specified with -b/-p/date: o the report start date if specified with -b/-p/date:
o the day after the latest normal (non-periodic) transaction in the o the day after the latest normal (non-periodic) transaction in the
journal, or today if there are no normal transactions. journal, or today if there are no normal transactions.
o ends on the report end date if specified with -e/-p/date:, or 6 o ends on the report end date if specified with -e/-p/date:, or 6
months (180 days) from today. months (180 days) from today.
This means that periodic transactions will begin only after the latest This means that periodic transactions will begin only after the latest
recorded transaction. And a recorded transaction dated in the future recorded transaction. And a recorded transaction dated in the future
can prevent generation of periodic transactions. (You can avoid that can prevent generation of periodic transactions. (You can avoid that
by writing the future transaction as a one-time periodic rule instead - by writing the future transaction as a one-time periodic rule instead -
put tilde before the date, eg ~ YYYY-MM-DD ...). put tilde before the date, eg ~ YYYY-MM-DD ...).
Or, you can set your own arbitrary "forecast period", which can overlap Or, you can set your own arbitrary "forecast period", which can overlap
recorded transactions, and need not be in the future, by providing an recorded transactions, and need not be in the future, by providing an
option argument, like --forecast=PERIODEXPR. Note the equals sign is option argument, like --forecast=PERIODEXPR. Note the equals sign is
required, a space won't work. PERIODEXPR is a period expression, which required, a space won't work. PERIODEXPR is a period expression, which
can specify the start date, end date, or both, like in a date: query. can specify the start date, end date, or both, like in a date: query.
(See also hledger.1 -> Report start & end date). Some examples: (See also hledger.1 -> Report start & end date). Some examples:
--forecast=202001-202004, --forecast=jan-, --forecast=2020. --forecast=202001-202004, --forecast=jan-, --forecast=2020.
Budgeting with periodic transactions Budgeting with periodic transactions
With the --budget flag, currently supported by the balance command, With the --budget flag, currently supported by the balance command,
each periodic transaction rule declares recurring budget goals for the each periodic transaction rule declares recurring budget goals for the
specified accounts. Eg the first example above declares a goal of specified accounts. Eg the first example above declares a goal of
spending $2000 on rent (and also, a goal of depositing $2000 into spending $2000 on rent (and also, a goal of depositing $2000 into
checking) every month. Goals and actual performance can then be com- checking) every month. Goals and actual performance can then be com-
pared in budget reports. pared in budget reports.
For more details, see: balance: Budget report and Budgeting and Fore- For more details, see: balance: Budget report and Budgeting and Fore-
casting. casting.
Auto postings Auto postings
"Automated postings" or "auto postings" are extra postings which get "Automated postings" or "auto postings" are extra postings which get
added automatically to transactions which match certain queries, de- added automatically to transactions which match certain queries, de-
fined by "auto posting rules", when you use the --auto flag. fined by "auto posting rules", when you use the --auto flag.
An auto posting rule looks a bit like a transaction: An auto posting rule looks a bit like a transaction:
@ -1357,27 +1362,27 @@ FILE FORMAT
... ...
ACCOUNT [AMOUNT] ACCOUNT [AMOUNT]
except the first line is an equals sign (mnemonic: = suggests match- except the first line is an equals sign (mnemonic: = suggests match-
ing), followed by a query (which matches existing postings), and each ing), followed by a query (which matches existing postings), and each
"posting" line describes a posting to be generated, and the posting "posting" line describes a posting to be generated, and the posting
amounts can be: amounts can be:
o a normal amount with a commodity symbol, eg $2. This will be used o a normal amount with a commodity symbol, eg $2. This will be used
as-is. as-is.
o a number, eg 2. The commodity symbol (if any) from the matched post- o a number, eg 2. The commodity symbol (if any) from the matched post-
ing will be added to this. ing will be added to this.
o a numeric multiplier, eg *2 (a star followed by a number N). The o a numeric multiplier, eg *2 (a star followed by a number N). The
matched posting's amount (and total price, if any) will be multiplied matched posting's amount (and total price, if any) will be multiplied
by N. by N.
o a multiplier with a commodity symbol, eg *$2 (a star, number N, and o a multiplier with a commodity symbol, eg *$2 (a star, number N, and
symbol S). The matched posting's amount will be multiplied by N, and symbol S). The matched posting's amount will be multiplied by N, and
its commodity symbol will be replaced with S. its commodity symbol will be replaced with S.
Any query term containing spaces must be enclosed in single or double Any query term containing spaces must be enclosed in single or double
quotes, as on the command line. Eg, note the quotes around the second quotes, as on the command line. Eg, note the quotes around the second
query term below: query term below:
= expenses:groceries 'expenses:dining out' = expenses:groceries 'expenses:dining out'
@ -1416,24 +1421,24 @@ FILE FORMAT
Auto postings and multiple files Auto postings and multiple files
An auto posting rule can affect any transaction in the current file, or An auto posting rule can affect any transaction in the current file, or
in any parent file or child file. Note, currently it will not affect in any parent file or child file. Note, currently it will not affect
sibling files (when multiple -f/--file are used - see #1212). sibling files (when multiple -f/--file are used - see #1212).
Auto postings and dates Auto postings and dates
A posting date (or secondary date) in the matched posting, or (taking A posting date (or secondary date) in the matched posting, or (taking
precedence) a posting date in the auto posting rule itself, will also precedence) a posting date in the auto posting rule itself, will also
be used in the generated posting. be used in the generated posting.
Auto postings and transaction balancing / inferred amounts / balance asser- Auto postings and transaction balancing / inferred amounts / balance asser-
tions tions
Currently, auto postings are added: Currently, auto postings are added:
o after missing amounts are inferred, and transactions are checked for o after missing amounts are inferred, and transactions are checked for
balancedness, balancedness,
o but before balance assertions are checked. o but before balance assertions are checked.
Note this means that journal entries must be balanced both before and Note this means that journal entries must be balanced both before and
after auto postings are added. This changed in hledger 1.12+; see #893 after auto postings are added. This changed in hledger 1.12+; see #893
for background. for background.
@ -1443,11 +1448,11 @@ FILE FORMAT
o generated-posting:= QUERY - shows this was generated by an auto post- o generated-posting:= QUERY - shows this was generated by an auto post-
ing rule, and the query ing rule, and the query
o _generated-posting:= QUERY - a hidden tag, which does not appear in o _generated-posting:= QUERY - a hidden tag, which does not appear in
hledger's output. This can be used to match postings generated "just hledger's output. This can be used to match postings generated "just
now", rather than generated in the past and saved to the journal. now", rather than generated in the past and saved to the journal.
Also, any transaction that has been changed by auto posting rules will Also, any transaction that has been changed by auto posting rules will
have these tags added: have these tags added:
o modified: - this transaction was modified o modified: - this transaction was modified
@ -1458,7 +1463,7 @@ FILE FORMAT
REPORTING BUGS 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) or hledger mail list)
@ -1472,7 +1477,7 @@ COPYRIGHT
SEE ALSO 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- hledger_csv(5), hledger_journal(5), hledger_timeclock(5), hledger_time-
dot(5), ledger(1) dot(5), ledger(1)
@ -1480,4 +1485,4 @@ SEE ALSO
hledger 1.18 June 2020 hledger_journal(5) hledger 1.18.99 June 2020 hledger_journal(5)

View File

@ -1,5 +1,5 @@
.TH "hledger_timeclock" "5" "June 2020" "hledger 1.18" "hledger User Manuals" .TH "hledger_timeclock" "5" "June 2020" "hledger 1.18.99" "hledger User Manuals"

View File

@ -4,8 +4,8 @@ stdin.
 
File: hledger_timeclock.info, Node: Top, Up: (dir) File: hledger_timeclock.info, Node: Top, Up: (dir)
hledger_timeclock(5) hledger 1.18 hledger_timeclock(5) hledger 1.18.99
********************************* ************************************
Timeclock - the time logging format of timeclock.el, as read by hledger Timeclock - the time logging format of timeclock.el, as read by hledger

View File

@ -78,4 +78,4 @@ SEE ALSO
hledger 1.18 June 2020 hledger_timeclock(5) hledger 1.18.99 June 2020 hledger_timeclock(5)

View File

@ -1,5 +1,5 @@
.TH "hledger_timedot" "5" "June 2020" "hledger 1.18" "hledger User Manuals" .TH "hledger_timedot" "5" "June 2020" "hledger 1.18.99" "hledger User Manuals"

View File

@ -4,8 +4,8 @@ stdin.
 
File: hledger_timedot.info, Node: Top, Up: (dir) File: hledger_timedot.info, Node: Top, Up: (dir)
hledger_timedot(5) hledger 1.18 hledger_timedot(5) hledger 1.18.99
******************************* **********************************
Timedot - hledger's human-friendly time logging format Timedot - hledger's human-friendly time logging format

View File

@ -161,4 +161,4 @@ SEE ALSO
hledger 1.18 June 2020 hledger_timedot(5) hledger 1.18.99 June 2020 hledger_timedot(5)

View File

@ -1,5 +1,5 @@
.TH "hledger-ui" "1" "June 2020" "hledger-ui 1.18" "hledger User Manuals" .TH "hledger-ui" "1" "June 2020" "hledger-ui 1.18.99" "hledger User Manuals"

View File

@ -3,8 +3,8 @@ This is hledger-ui.info, produced by makeinfo version 6.7 from stdin.
 
File: hledger-ui.info, Node: Top, Next: OPTIONS, Up: (dir) File: hledger-ui.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-ui(1) hledger-ui 1.18 hledger-ui(1) hledger-ui 1.18.99
***************************** ********************************
hledger-ui - terminal interface for the hledger accounting tool hledger-ui - terminal interface for the hledger accounting tool
@ -508,26 +508,26 @@ program is restarted.
 
Tag Table: Tag Table:
Node: Top71 Node: Top71
Node: OPTIONS1470 Node: OPTIONS1476
Ref: #options1567 Ref: #options1573
Node: KEYS5182 Node: KEYS5188
Ref: #keys5277 Ref: #keys5283
Node: SCREENS9553 Node: SCREENS9559
Ref: #screens9658 Ref: #screens9664
Node: Accounts screen9748 Node: Accounts screen9754
Ref: #accounts-screen9876 Ref: #accounts-screen9882
Node: Register screen12092 Node: Register screen12098
Ref: #register-screen12247 Ref: #register-screen12253
Node: Transaction screen14244 Node: Transaction screen14250
Ref: #transaction-screen14402 Ref: #transaction-screen14408
Node: Error screen15272 Node: Error screen15278
Ref: #error-screen15394 Ref: #error-screen15400
Node: ENVIRONMENT15638 Node: ENVIRONMENT15644
Ref: #environment15752 Ref: #environment15758
Node: FILES16559 Node: FILES16565
Ref: #files16658 Ref: #files16664
Node: BUGS16871 Node: BUGS16877
Ref: #bugs16948 Ref: #bugs16954
 
End Tag Table End Tag Table

View File

@ -450,4 +450,4 @@ SEE ALSO
hledger-ui 1.18 June 2020 hledger-ui(1) hledger-ui 1.18.99 June 2020 hledger-ui(1)

View File

@ -1,5 +1,5 @@
.TH "hledger-web" "1" "June 2020" "hledger-web 1.18" "hledger User Manuals" .TH "hledger-web" "1" "June 2020" "hledger-web 1.18.99" "hledger User Manuals"

View File

@ -3,8 +3,8 @@ This is hledger-web.info, produced by makeinfo version 6.7 from stdin.
 
File: hledger-web.info, Node: Top, Next: OPTIONS, Up: (dir) File: hledger-web.info, Node: Top, Next: OPTIONS, Up: (dir)
hledger-web(1) hledger-web 1.18 hledger-web(1) hledger-web 1.18.99
******************************* **********************************
hledger-web - web interface for the hledger accounting tool hledger-web - web interface for the hledger accounting tool
@ -573,22 +573,22 @@ awkward.
 
Tag Table: Tag Table:
Node: Top72 Node: Top72
Node: OPTIONS1746 Node: OPTIONS1752
Ref: #options1851 Ref: #options1857
Node: PERMISSIONS8379 Node: PERMISSIONS8385
Ref: #permissions8518 Ref: #permissions8524
Node: EDITING UPLOADING DOWNLOADING9730 Node: EDITING UPLOADING DOWNLOADING9736
Ref: #editing-uploading-downloading9911 Ref: #editing-uploading-downloading9917
Node: RELOADING10745 Node: RELOADING10751
Ref: #reloading10879 Ref: #reloading10885
Node: JSON API11312 Node: JSON API11318
Ref: #json-api11426 Ref: #json-api11432
Node: ENVIRONMENT16907 Node: ENVIRONMENT16913
Ref: #environment17023 Ref: #environment17029
Node: FILES17756 Node: FILES17762
Ref: #files17856 Ref: #files17862
Node: BUGS18069 Node: BUGS18075
Ref: #bugs18147 Ref: #bugs18153
 
End Tag Table End Tag Table

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@ -538,4 +538,4 @@ SEE ALSO
hledger-web 1.18 June 2020 hledger-web(1) hledger-web 1.18.99 June 2020 hledger-web(1)

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@ -1,6 +1,6 @@
.\"t .\"t
.TH "hledger" "1" "June 2020" "hledger 1.18" "hledger User Manuals" .TH "hledger" "1" "June 2020" "hledger 1.18.99" "hledger User Manuals"
@ -1679,18 +1679,12 @@ $ hledger balance --pivot member acct:.
.SS Valuation .SS Valuation
.PP .PP
Instead of reporting amounts in their original commodity, hledger can Instead of reporting amounts in their original commodity, hledger can
convert them to: convert them to cost/sale amount (using the conversion rate recorded in
.IP \[bu] 2 the transaction), or to market value (using some market price on a
cost (or sale amount), using the conversion rate recorded as part of the certain date).
transaction (transaction price). This is controlled by the \f[C]--value=TYPE[,COMMODITY]\f[R] option, but
.IP \[bu] 2 we also provide the simpler \f[C]-B\f[R]/\f[C]-V\f[R]/\f[C]-X\f[R]
value, using the market prices in effect on certain date(s). flags, and usually one of those is all you need.
.PP
We call this \[dq]valuation\[dq], and it is controlled in full by the
\f[C]--value=VALUATIONTYPE[,COMMODITY]\f[R] option.
But we also provide simpler, Ledger-compatible
\f[C]-B\f[R]/\f[C]-V\f[R]/\f[C]-X\f[R] flags, and usually one of these
is all you need:
.SS -B: Cost .SS -B: Cost
.PP .PP
The \f[C]-B/--cost\f[R] flag converts amounts to their cost or sale The \f[C]-B/--cost\f[R] flag converts amounts to their cost or sale
@ -1700,13 +1694,18 @@ amount at transaction time, if they have a transaction price specified.
The \f[C]-V/--market\f[R] flag converts amounts to market value in their The \f[C]-V/--market\f[R] flag converts amounts to market value in their
default \f[I]valuation commodity\f[R], using the market prices in effect default \f[I]valuation commodity\f[R], using the market prices in effect
on the \f[I]valuation date(s)\f[R], if any. on the \f[I]valuation date(s)\f[R], if any.
More on these things in a minute. More on these in a minute.
.SS -X: Value in specified commodity .SS -X: Value in specified commodity
.PP .PP
The \f[C]-X/--exchange\f[R] option is like \f[C]-V\f[R] except the The \f[C]-X/--exchange=COMM\f[R] option is like \f[C]-V\f[R], except you
desired valuation currency is specified explicitly. tell it which currency you want to convert to, and it tries to convert
everything to that.
.SS Valuation date .SS Valuation date
.PP .PP
Since market prices can change from day to day, market value reports
have a valuation date (or more than one), which determines which market
prices will be used.
.PP
For single period reports, if an explicit report end date is specified, For single period reports, if an explicit report end date is specified,
that will be used as the valuation date; otherwise the valuation date is that will be used as the valuation date; otherwise the valuation date is
\[dq]today\[dq]. \[dq]today\[dq].
@ -1751,11 +1750,10 @@ Adding the \f[C]--infer-value\f[R] flag to \f[C]-V\f[R], \f[C]-X\f[R] or
So for example, \f[C]hledger bs -V --infer-value\f[R] will get market So for example, \f[C]hledger bs -V --infer-value\f[R] will get market
prices both from P directives and from transactions. prices both from P directives and from transactions.
.PP .PP
There is a downside to this: value reports can be affected in There is a downside: value reports can sometimes be affected in
confusing/undesired ways by your journal entries. confusing/undesired ways by your journal entries.
If this happens to you, read all of this Valuation section carefully, If this happens to you, read all of this Valuation section carefully,
and try adding \f[C]--debug\f[R] or \f[C]--debug=2\f[R] to troubleshoot and try adding \f[C]--debug\f[R] or \f[C]--debug=2\f[R] to troubleshoot.
the reason.
.PP .PP
\f[C]--infer-value\f[R] can infer market prices from: \f[C]--infer-value\f[R] can infer market prices from:
.IP \[bu] 2 .IP \[bu] 2
@ -1801,17 +1799,15 @@ If there are no P directives at all (any commodity or date) and the
\f[C]--infer-value\f[R] flag is used: the price commodity from the \f[C]--infer-value\f[R] flag is used: the price commodity from the
latest transaction-inferred price for A on or before valuation date. latest transaction-inferred price for A on or before valuation date.
.PP .PP
Amounts for which no valuation commodity can be found are not converted.
.PP
This means: This means:
.IP \[bu] 2 .IP \[bu] 2
If you have any P directives, they alone determine which commodities If you have P directives, they determine which commodities \f[C]-V\f[R]
\f[C]-V\f[R] will convert, and to what. will convert, and to what.
.IP \[bu] 2 .IP \[bu] 2
If you have no P directives, and you add the \f[C]--infer-value\f[R] If you have no P directives, and use the \f[C]--infer-value\f[R] flag,
flag, transaction prices determine what \f[C]-V\f[R] converts. transaction prices determine it.
.IP \[bu] 2 .PP
\f[C]-X\f[R] tries harder to convert everything to just one commodity. Amounts for which no valuation commodity can be found are not converted.
.SS Simple valuation examples .SS Simple valuation examples
.PP .PP
Here are some quick examples of \f[C]-V\f[R]: Here are some quick examples of \f[C]-V\f[R]:

View File

@ -3,8 +3,8 @@ This is hledger.info, produced by makeinfo version 6.7 from stdin.
 
File: hledger.info, Node: Top, Next: COMMON TASKS, Up: (dir) File: hledger.info, Node: Top, Next: COMMON TASKS, Up: (dir)
hledger(1) hledger 1.18 hledger(1) hledger 1.18.99
*********************** **************************
hledger - a command-line accounting tool hledger - a command-line accounting tool
@ -1373,17 +1373,11 @@ File: hledger.info, Node: Valuation, Prev: Pivoting, Up: OPTIONS
============== ==============
Instead of reporting amounts in their original commodity, hledger can Instead of reporting amounts in their original commodity, hledger can
convert them to: convert them to cost/sale amount (using the conversion rate recorded in
the transaction), or to market value (using some market price on a
* cost (or sale amount), using the conversion rate recorded as part certain date). This is controlled by the '--value=TYPE[,COMMODITY]'
of the transaction (transaction price). option, but we also provide the simpler '-B'/'-V'/'-X' flags, and
usually one of those is all you need.
* value, using the market prices in effect on certain date(s).
We call this "valuation", and it is controlled in full by the
'--value=VALUATIONTYPE[,COMMODITY]' option. But we also provide
simpler, Ledger-compatible '-B'/'-V'/'-X' flags, and usually one of
these is all you need:
* Menu: * Menu:
@ -1416,7 +1410,7 @@ File: hledger.info, Node: -V Value, Next: -X Value in specified commodity, Pr
The '-V/--market' flag converts amounts to market value in their default The '-V/--market' flag converts amounts to market value in their default
_valuation commodity_, using the market prices in effect on the _valuation commodity_, using the market prices in effect on the
_valuation date(s)_, if any. More on these things in a minute. _valuation date(s)_, if any. More on these in a minute.
 
File: hledger.info, Node: -X Value in specified commodity, Next: Valuation date, Prev: -V Value, Up: Valuation File: hledger.info, Node: -X Value in specified commodity, Next: Valuation date, Prev: -V Value, Up: Valuation
@ -1424,8 +1418,9 @@ File: hledger.info, Node: -X Value in specified commodity, Next: Valuation dat
2.17.3 -X: Value in specified commodity 2.17.3 -X: Value in specified commodity
--------------------------------------- ---------------------------------------
The '-X/--exchange' option is like '-V' except the desired valuation The '-X/--exchange=COMM' option is like '-V', except you tell it which
currency is specified explicitly. currency you want to convert to, and it tries to convert everything to
that.
 
File: hledger.info, Node: Valuation date, Next: Market prices, Prev: -X Value in specified commodity, Up: Valuation File: hledger.info, Node: Valuation date, Next: Market prices, Prev: -X Value in specified commodity, Up: Valuation
@ -1433,9 +1428,13 @@ File: hledger.info, Node: Valuation date, Next: Market prices, Prev: -X Value
2.17.4 Valuation date 2.17.4 Valuation date
--------------------- ---------------------
For single period reports, if an explicit report end date is specified, Since market prices can change from day to day, market value reports
that will be used as the valuation date; otherwise the valuation date is have a valuation date (or more than one), which determines which market
"today". prices will be used.
For single period reports, if an explicit report end date is
specified, that will be used as the valuation date; otherwise the
valuation date is "today".
For multiperiod reports, each column/period is valued on the last day For multiperiod reports, each column/period is valued on the last day
of the period. of the period.
@ -1486,10 +1485,10 @@ needing P directives at all.
this. So for example, 'hledger bs -V --infer-value' will get market this. So for example, 'hledger bs -V --infer-value' will get market
prices both from P directives and from transactions. prices both from P directives and from transactions.
There is a downside to this: value reports can be affected in There is a downside: value reports can sometimes be affected in
confusing/undesired ways by your journal entries. If this happens to confusing/undesired ways by your journal entries. If this happens to
you, read all of this Valuation section carefully, and try adding you, read all of this Valuation section carefully, and try adding
'--debug' or '--debug=2' to troubleshoot the reason. '--debug' or '--debug=2' to troubleshoot.
'--infer-value' can infer market prices from: '--infer-value' can infer market prices from:
@ -1531,18 +1530,16 @@ follows, in this order of preference:
'--infer-value' flag is used: the price commodity from the latest '--infer-value' flag is used: the price commodity from the latest
transaction-inferred price for A on or before valuation date. transaction-inferred price for A on or before valuation date.
Amounts for which no valuation commodity can be found are not
converted.
This means: This means:
* If you have any P directives, they alone determine which * If you have P directives, they determine which commodities '-V'
commodities '-V' will convert, and to what. will convert, and to what.
* If you have no P directives, and you add the '--infer-value' flag, * If you have no P directives, and use the '--infer-value' flag,
transaction prices determine what '-V' converts. transaction prices determine it.
* '-X' tries harder to convert everything to just one commodity. Amounts for which no valuation commodity can be found are not
converted.
 
File: hledger.info, Node: Simple valuation examples, Next: --value Flexible valuation, Prev: Valuation commodity, Up: Valuation File: hledger.info, Node: Simple valuation examples, Next: --value Flexible valuation, Prev: Valuation commodity, Up: Valuation
@ -3861,197 +3858,197 @@ $ LANG=en_US.UTF-8 hledger -f my.journal print
 
Tag Table: Tag Table:
Node: Top68 Node: Top68
Node: COMMON TASKS2315 Node: COMMON TASKS2321
Ref: #common-tasks2427 Ref: #common-tasks2433
Node: Getting help2834 Node: Getting help2840
Ref: #getting-help2966 Ref: #getting-help2972
Node: Constructing command lines3519 Node: Constructing command lines3525
Ref: #constructing-command-lines3711 Ref: #constructing-command-lines3717
Node: Starting a journal file4408 Node: Starting a journal file4414
Ref: #starting-a-journal-file4606 Ref: #starting-a-journal-file4612
Node: Setting opening balances5794 Node: Setting opening balances5800
Ref: #setting-opening-balances5990 Ref: #setting-opening-balances5996
Node: Recording transactions9131 Node: Recording transactions9137
Ref: #recording-transactions9311 Ref: #recording-transactions9317
Node: Reconciling9867 Node: Reconciling9873
Ref: #reconciling10010 Ref: #reconciling10016
Node: Reporting12267 Node: Reporting12273
Ref: #reporting12407 Ref: #reporting12413
Node: Migrating to a new file16406 Node: Migrating to a new file16412
Ref: #migrating-to-a-new-file16554 Ref: #migrating-to-a-new-file16560
Node: OPTIONS16853 Node: OPTIONS16859
Ref: #options16960 Ref: #options16966
Node: General options17330 Node: General options17336
Ref: #general-options17455 Ref: #general-options17461
Node: Command options20409 Node: Command options20415
Ref: #command-options20560 Ref: #command-options20566
Node: Command arguments20958 Node: Command arguments20964
Ref: #command-arguments21105 Ref: #command-arguments21111
Node: Queries21985 Node: Queries21991
Ref: #queries22140 Ref: #queries22146
Node: Special characters in arguments and queries26102 Node: Special characters in arguments and queries26108
Ref: #special-characters-in-arguments-and-queries26330 Ref: #special-characters-in-arguments-and-queries26336
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Ref: #more-escaping26943 Ref: #more-escaping26949
Node: Even more escaping27239 Node: Even more escaping27245
Ref: #even-more-escaping27433 Ref: #even-more-escaping27439
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Ref: #less-escaping28266 Ref: #less-escaping28272
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Ref: #unicode-characters28693 Ref: #unicode-characters28699
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Ref: #input-files30248 Ref: #input-files30254
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Ref: #output-destination32329 Ref: #output-destination32335
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Ref: #output-format32904 Ref: #output-format32910
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Ref: #regular-expressions34643 Ref: #regular-expressions34649
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Ref: #smart-dates36530 Ref: #smart-dates36536
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Ref: #report-start-end-date38063 Ref: #report-start-end-date38069
Node: Report intervals39560 Node: Report intervals39566
Ref: #report-intervals39725 Ref: #report-intervals39731
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Ref: #period-expressions40275 Ref: #period-expressions40281
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Ref: #depth-limiting44555 Ref: #depth-limiting44561
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Ref: #pivoting45010 Ref: #pivoting45016
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Ref: #valuation46788 Ref: #valuation46794
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Ref: #b-cost47692 Ref: #b-cost47587
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Ref: #v-value47971 Ref: #v-value47866
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Ref: #valuation-date48644 Ref: #valuation-date48577
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Ref: #market-prices49068 Ref: #market-prices49167
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Node: Valuation commodity51385 Node: Valuation commodity51475
Ref: #valuation-commodity51594 Ref: #valuation-commodity51684
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Ref: #simple-valuation-examples53121 Ref: #simple-valuation-examples53112
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Ref: #value-flexible-valuation53988 Ref: #value-flexible-valuation53979
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Ref: #more-valuation-examples56144 Ref: #more-valuation-examples56135
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Ref: #balance69289 Ref: #balance69280
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Ref: #classic-balance-report70920 Ref: #classic-balance-report70911
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Ref: #customising-the-classic-balance-report72517 Ref: #customising-the-classic-balance-report72508
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Ref: #colour-support74760 Ref: #colour-support74751
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Ref: #flat-mode75081 Ref: #flat-mode75072
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