doc: update status docs
This commit is contained in:
parent
5d28120f6d
commit
f168d74010
@ -185,37 +185,43 @@ the transaction and DATE2 infers its year from DATE.
|
|||||||
|
|
||||||
## Status
|
## Status
|
||||||
|
|
||||||
More about the status field: transactions, or individual postings within a transaction,
|
Transactions, or individual postings within a transaction,
|
||||||
can be in one of three states, represented by a single character:
|
can have a status mark, which is a single character before
|
||||||
|
the transaction description or posting account name,
|
||||||
|
separated from it by a space, indicating one of three statuses:
|
||||||
|
|
||||||
- empty (no status character) = uncleared
|
mark | status
|
||||||
- `!` = pending (aka "tentatively cleared")
|
:-----------|:----------
|
||||||
- `*` = cleared
|
| uncleared (no mark)
|
||||||
|
`!` | pending
|
||||||
|
`*` | cleared
|
||||||
|
|
||||||
When reporting, you can filter by status using the `-C/--cleared` and `-U/--uncleared` flags
|
When reporting, you can filter by status with
|
||||||
or the `status:` query.
|
the `-U/--uncleared`, `-P/--pending`, and `-C/--cleared` flags;
|
||||||
|
or the `status:`, `status:!`, and `status:*` [queries](/manual.html#queries);
|
||||||
|
or the U, P, C keys in hledger-ui.
|
||||||
|
|
||||||
|
|
||||||
|
Note from hledger 1.3 onwards, -U/--uncleared matches the uncleared (unmarked) status only.
|
||||||
|
To replicate Ledger and old hledger's behaviour of also matching pending, combine -U and -P.
|
||||||
|
|
||||||
|
Status marks are optional, but can be helpful eg for reconciling with real-world accounts.
|
||||||
|
Some editor modes provide highlighting and shortcuts working with status.
|
||||||
|
Eg in Emacs ledger-mode, you can toggle transaction status with C-c C-e, or posting status with C-c C-c.
|
||||||
|
|
||||||
This feature is optional, but can be helpful for reconciling with real-world accounts.
|
|
||||||
What "uncleared", "pending", and "cleared" actually mean is up to you.
|
What "uncleared", "pending", and "cleared" actually mean is up to you.
|
||||||
|
Here's one suggestion:
|
||||||
|
|
||||||
A suggestion: use cleared (`*`) to mark transactions that are "complete", ie:
|
status | meaning
|
||||||
|
----------|--------
|
||||||
|
uncleared | recorded but not yet reconciled; needs checking
|
||||||
|
pending | tentatively reconciled, during reconciliation (if needed); "I think I have matched this one"
|
||||||
|
cleared | complete, reconciled/checked as far as possible, and considered correct.
|
||||||
|
|
||||||
- they have cleared with the bank, or the cash has been handed over
|
With this scheme, you would use
|
||||||
- you are satisfied they are recorded accurately in the journal
|
`-PC` to see the current balance at your bank,
|
||||||
- the resulting account balance reported by hledger agrees exactly with the external source of truth, if any (eg the bank's online register or statement)
|
`-U` to see things which will probably hit your bank soon (eg uncashed checks),
|
||||||
|
and no flags to see the most up-to-date state of your finances.
|
||||||
Then, with --cleared you'll see the current balance at your bank,
|
|
||||||
with --uncleared you'll see things which will probably hit your bank soon (eg uncashed checks),
|
|
||||||
and with neither flag (the default) you'll see the most up-to-date state of your finances.
|
|
||||||
|
|
||||||
I don't use pending (`!`), but perhaps it is useful in very tricky reconciliations,
|
|
||||||
as a temporary marker for transactions matched so far, allowing you start over more easily.
|
|
||||||
Note, the --uncleared flag matches both uncleared and pending things ("everything not definitely cleared").
|
|
||||||
Currently, to match pending things only, use `status:!`,
|
|
||||||
and to match uncleared things only, `not:status:! not:status:*` (`status:` seems buggy).
|
|
||||||
|
|
||||||
Some [editor modes](#editor-support) highlight entries differently based on their status.
|
|
||||||
In Emacs ledger-mode, you can toggle transaction status with `C-c C-e`, or posting status with `C-c C-c`.
|
|
||||||
|
|
||||||
## Account names
|
## Account names
|
||||||
|
|
||||||
|
|||||||
@ -14,6 +14,7 @@ show transactions/postings/accounts which match (or negatively match)
|
|||||||
|
|
||||||
- any of the description terms AND
|
- any of the description terms AND
|
||||||
- any of the account terms AND
|
- any of the account terms AND
|
||||||
|
- any of the status terms AND
|
||||||
- all the other terms.
|
- all the other terms.
|
||||||
|
|
||||||
The print command:
|
The print command:
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user