;doc: update manuals
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@ -6341,20 +6341,51 @@ quotes:
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Regular expressions are also supported:
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Regular expressions are also supported:
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.RS 2
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.RS 2
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.PP
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.PP
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\f[V]\[dq]\[ha]expenses\[rs]b\[dq] \[dq]accounts (payable|receivable)\[dq]\f[R]
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\f[V]\[dq]\[ha]expenses\[rs]b\[dq]\f[R]
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.PD 0
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.P
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.PD
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\f[V]\[dq]accounts (payable|receivable)\[dq]\f[R]
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.RE
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.RE
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.IP \[bu] 2
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.IP \[bu] 2
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Add a query type prefix to match other parts of the data:
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Add a query type prefix to match other parts of the data:
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.RS 2
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.RS 2
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.PP
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.PP
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\f[V]date:202312- desc:amazon cur:USD amt:\[dq]>100\[dq] status:\f[R]
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\f[V]date:202312-\f[R]
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.PD 0
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.P
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.PD
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\f[V]status:\f[R]
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.PD 0
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.P
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.PD
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\f[V]desc:amazon\f[R]
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.PD 0
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.P
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.PD
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\f[V]cur:USD\f[R]
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.PD 0
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.P
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.PD
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\f[V]\[dq]amt:>0\[dq]\f[R]
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.RE
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.RE
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.IP \[bu] 2
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.IP \[bu] 2
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Add a \f[V]not:\f[R] prefix to negate a term:
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Add a \f[V]not:\f[R] prefix to negate:
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.RS 2
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.RS 2
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.PP
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.PP
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\f[V]not:cur:USD\f[R]
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\f[V]not:cur:USD\f[R]
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.RE
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.RE
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.IP \[bu] 2
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Multiple unlike terms are AND-ed, multiple like terms are OR-ed
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.RS 2
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.PP
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\f[V]date:2022 desc:amazon desc:amzn\f[R]
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.PD 0
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.P
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.PD
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(all transactions with \[dq]amazon\[dq] or \[dq]amzn\[dq] in description
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during 2022)
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.RE
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.SS Query types
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.SS Query types
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.PP
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.PP
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Here are the types of query term available.
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Here are the types of query term available.
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@ -6440,6 +6471,14 @@ Match secondary dates within the specified period (independent of the
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Match (or display, depending on command) accounts at or above this
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Match (or display, depending on command) accounts at or above this
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depth.
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depth.
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.PP
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.PP
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\f[B]\f[VB]expr:\[dq]TERM AND NOT (TERM OR TERM)\[dq]\f[B]\f[R] (eg)
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.PD 0
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.P
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.PD
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Match with a boolean combination of queries (which must be enclosed in
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quotes).
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See Combining query terms below.
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.PP
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\f[B]\f[VB]note:REGEX\f[B]\f[R]
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\f[B]\f[VB]note:REGEX\f[B]\f[R]
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.PD 0
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.PD 0
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.P
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.P
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@ -6584,13 +6623,15 @@ Normally, hledger groups and sums amounts within each account.
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The \f[V]--pivot FIELD\f[R] option substitutes some other transaction
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The \f[V]--pivot FIELD\f[R] option substitutes some other transaction
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field for account names, causing amounts to be grouped and summed by
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field for account names, causing amounts to be grouped and summed by
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that field\[aq]s value instead.
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that field\[aq]s value instead.
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FIELD can be any of the transaction fields \f[V]status\f[R],
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FIELD can be any of the transaction fields \f[V]acct\f[R],
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\f[V]code\f[R], \f[V]description\f[R], \f[V]payee\f[R], \f[V]note\f[R],
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\f[V]status\f[R], \f[V]code\f[R], \f[V]desc\f[R], \f[V]payee\f[R],
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or a tag name.
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\f[V]note\f[R], or a tag name.
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When pivoting on a tag and a posting has multiple values of that tag,
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When pivoting on a tag and a posting has multiple values of that tag,
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only the first value is displayed.
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only the first value is displayed.
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Values containing \f[V]colon:separated:parts\f[R] will be displayed
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Values containing \f[V]colon:separated:parts\f[R] will be displayed
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hierarchically, like account names.
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hierarchically, like account names.
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Multiple, colon-delimited fields can be pivoted simultaneously,
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generating a hierarchical account name.
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.PP
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.PP
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Some examples:
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Some examples:
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.IP
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.IP
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@ -6598,7 +6639,7 @@ Some examples:
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\f[C]
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\f[C]
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2016/02/16 Yearly Dues Payment
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2016/02/16 Yearly Dues Payment
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assets:bank account 2 EUR
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assets:bank account 2 EUR
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income:dues -2 EUR ; member: John Doe
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income:dues -2 EUR ; member: John Doe, kind: Lifetime
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\f[R]
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\f[R]
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.fi
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.fi
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.PP
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.PP
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@ -6648,6 +6689,17 @@ $ hledger balance --pivot member acct:.
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-2 EUR
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-2 EUR
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\f[R]
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\f[R]
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.fi
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.fi
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.PP
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Hierarchical reports can be generated with multiple pivots:
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.IP
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.nf
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\f[C]
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$ hledger balance Income:Dues --pivot kind:member
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-2 EUR Lifetime:John Doe
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--------------------
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-2 EUR
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\f[R]
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.fi
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.SH Generating data
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.SH Generating data
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.PP
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.PP
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hledger has several features for generating data, such as:
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hledger has several features for generating data, such as:
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@ -5580,16 +5580,27 @@ arguments to restrict their scope. The syntax is as follows:
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* Regular expressions are also supported:
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* Regular expressions are also supported:
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'"^expenses\b" "accounts (payable|receivable)"'
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'"^expenses\b"'
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'"accounts (payable|receivable)"'
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* Add a query type prefix to match other parts of the data:
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* Add a query type prefix to match other parts of the data:
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'date:202312- desc:amazon cur:USD amt:">100" status:'
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'date:202312-'
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'status:'
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'desc:amazon'
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'cur:USD'
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'"amt:>0"'
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* Add a 'not:' prefix to negate a term:
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* Add a 'not:' prefix to negate:
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'not:cur:USD'
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'not:cur:USD'
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* Multiple unlike terms are AND-ed, multiple like terms are OR-ed
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'date:2022 desc:amazon desc:amzn'
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(all transactions with "amazon" or "amzn" in description during
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2022)
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* Menu:
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* Menu:
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* Query types::
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* Query types::
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@ -5651,6 +5662,10 @@ Match secondary dates within the specified period (independent of the
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Match (or display, depending on command) accounts at or above this
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Match (or display, depending on command) accounts at or above this
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depth.
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depth.
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*'expr:"TERM AND NOT (TERM OR TERM)"'* (eg)
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Match with a boolean combination of queries (which must be enclosed in
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quotes). See Combining query terms below.
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*'note:REGEX'*
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*'note:REGEX'*
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Match transaction notes (the part of the description right of '|', or
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Match transaction notes (the part of the description right of '|', or
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the whole description if there's no '|').
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the whole description if there's no '|').
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@ -5784,17 +5799,19 @@ File: hledger.info, Node: Pivoting, Next: Generating data, Prev: Queries, Up
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Normally, hledger groups and sums amounts within each account. The
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Normally, hledger groups and sums amounts within each account. The
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'--pivot FIELD' option substitutes some other transaction field for
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'--pivot FIELD' option substitutes some other transaction field for
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account names, causing amounts to be grouped and summed by that field's
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account names, causing amounts to be grouped and summed by that field's
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value instead. FIELD can be any of the transaction fields 'status',
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value instead. FIELD can be any of the transaction fields 'acct',
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'code', 'description', 'payee', 'note', or a tag name. When pivoting on
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'status', 'code', 'desc', 'payee', 'note', or a tag name. When pivoting
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a tag and a posting has multiple values of that tag, only the first
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on a tag and a posting has multiple values of that tag, only the first
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value is displayed. Values containing 'colon:separated:parts' will be
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value is displayed. Values containing 'colon:separated:parts' will be
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displayed hierarchically, like account names.
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displayed hierarchically, like account names. Multiple, colon-delimited
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fields can be pivoted simultaneously, generating a hierarchical account
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name.
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Some examples:
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Some examples:
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2016/02/16 Yearly Dues Payment
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2016/02/16 Yearly Dues Payment
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assets:bank account 2 EUR
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assets:bank account 2 EUR
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income:dues -2 EUR ; member: John Doe
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income:dues -2 EUR ; member: John Doe, kind: Lifetime
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Normal balance report showing account names:
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Normal balance report showing account names:
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@ -5827,6 +5844,13 @@ $ hledger balance --pivot member acct:.
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--------------------
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--------------------
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-2 EUR
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-2 EUR
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Hierarchical reports can be generated with multiple pivots:
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$ hledger balance Income:Dues --pivot kind:member
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-2 EUR Lifetime:John Doe
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--------------------
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-2 EUR
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File: hledger.info, Node: Generating data, Next: Forecasting, Prev: Pivoting, Up: Top
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File: hledger.info, Node: Generating data, Next: Forecasting, Prev: Pivoting, Up: Top
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@ -11058,278 +11082,278 @@ Node: Depth197954
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Ref: #depth198056
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Ref: #depth198056
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Node: Queries198352
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Node: Queries198352
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Ref: #queries198454
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Ref: #queries198454
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Node: Query types199363
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Node: Query types199579
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Ref: #query-types199484
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Ref: #query-types199700
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Node: Combining query terms202658
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Node: Combining query terms203036
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Ref: #combining-query-terms202835
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Ref: #combining-query-terms203213
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Node: Queries and command options204103
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Node: Queries and command options204481
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Ref: #queries-and-command-options204302
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Ref: #queries-and-command-options204680
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Node: Queries and valuation204551
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Node: Queries and valuation204929
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Ref: #queries-and-valuation204746
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Ref: #queries-and-valuation205124
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Node: Querying with account aliases204975
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Node: Querying with account aliases205353
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Ref: #querying-with-account-aliases205186
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Ref: #querying-with-account-aliases205564
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Node: Querying with cost or value205316
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Node: Querying with cost or value205694
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Ref: #querying-with-cost-or-value205493
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Ref: #querying-with-cost-or-value205871
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Node: Pivoting205794
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Node: Pivoting206172
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Ref: #pivoting205908
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Ref: #pivoting206286
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Node: Generating data207366
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Node: Generating data208063
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Ref: #generating-data207498
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Ref: #generating-data208195
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Node: Forecasting209081
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Node: Forecasting209778
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Ref: #forecasting209206
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Ref: #forecasting209903
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Node: --forecast209737
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Node: --forecast210434
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Ref: #forecast209868
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Ref: #forecast210565
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Node: Inspecting forecast transactions210914
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Node: Inspecting forecast transactions211611
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Ref: #inspecting-forecast-transactions211116
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Ref: #inspecting-forecast-transactions211813
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Node: Forecast reports212246
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Node: Forecast reports212943
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Ref: #forecast-reports212419
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Ref: #forecast-reports213116
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Node: Forecast tags213355
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Node: Forecast tags214052
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Ref: #forecast-tags213515
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Ref: #forecast-tags214212
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Node: Forecast period in detail213975
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Node: Forecast period in detail214672
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Ref: #forecast-period-in-detail214169
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Ref: #forecast-period-in-detail214866
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Node: Forecast troubleshooting215063
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Node: Forecast troubleshooting215760
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Ref: #forecast-troubleshooting215231
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Ref: #forecast-troubleshooting215928
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Node: Budgeting216134
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Node: Budgeting216831
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Ref: #budgeting216254
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Ref: #budgeting216951
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Node: Cost reporting216691
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Node: Cost reporting217388
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Ref: #cost-reporting216819
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Ref: #cost-reporting217516
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Node: -B Convert to cost217926
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Node: -B Convert to cost218623
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Ref: #b-convert-to-cost218082
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Ref: #b-convert-to-cost218779
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Node: Equity conversion postings219474
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Node: Equity conversion postings220171
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Ref: #equity-conversion-postings219688
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Ref: #equity-conversion-postings220385
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Node: Inferring equity postings from cost220579
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Node: Inferring equity postings from cost221276
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Ref: #inferring-equity-postings-from-cost220828
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Ref: #inferring-equity-postings-from-cost221525
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Node: Inferring cost from equity postings221639
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Node: Inferring cost from equity postings222336
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Ref: #inferring-cost-from-equity-postings221887
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Ref: #inferring-cost-from-equity-postings222584
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Node: When to infer cost/equity223654
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Node: When to infer cost/equity224351
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Ref: #when-to-infer-costequity223872
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Ref: #when-to-infer-costequity224569
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Node: How to record conversions224268
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Node: How to record conversions224965
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Ref: #how-to-record-conversions224460
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Ref: #how-to-record-conversions225157
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Node: Conversion with implicit cost224751
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Node: Conversion with implicit cost225448
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Ref: #conversion-with-implicit-cost224956
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Ref: #conversion-with-implicit-cost225653
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Node: Conversion with explicit cost225833
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Node: Conversion with explicit cost226530
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Ref: #conversion-with-explicit-cost226078
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Ref: #conversion-with-explicit-cost226775
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Node: Conversion with equity postings226495
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Node: Conversion with equity postings227192
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Ref: #conversion-with-equity-postings226764
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Ref: #conversion-with-equity-postings227461
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Node: Conversion with equity postings and explicit cost227583
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Node: Conversion with equity postings and explicit cost228280
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Ref: #conversion-with-equity-postings-and-explicit-cost227850
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Ref: #conversion-with-equity-postings-and-explicit-cost228547
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Node: Cost tips228312
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Node: Cost tips229009
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Ref: #cost-tips228438
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Ref: #cost-tips229135
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Node: Valuation229144
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Node: Valuation229841
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Ref: #valuation229268
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Ref: #valuation229965
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Node: -V Value230042
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Node: -V Value230739
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Ref: #v-value230168
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Ref: #v-value230865
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Node: -X Value in specified commodity230363
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Node: -X Value in specified commodity231060
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Ref: #x-value-in-specified-commodity230558
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Ref: #x-value-in-specified-commodity231255
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Node: Valuation date230707
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Node: Valuation date231404
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Ref: #valuation-date230878
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Ref: #valuation-date231575
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Node: Finding market price231315
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Node: Finding market price232012
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Ref: #finding-market-price231520
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Ref: #finding-market-price232217
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Node: --infer-market-prices market prices from transactions232690
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Node: --infer-market-prices market prices from transactions233387
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Ref: #infer-market-prices-market-prices-from-transactions232966
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Ref: #infer-market-prices-market-prices-from-transactions233663
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Node: Valuation commodity235722
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Node: Valuation commodity236419
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Ref: #valuation-commodity235935
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Ref: #valuation-commodity236632
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Node: Simple valuation examples237148
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Node: Simple valuation examples237845
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Ref: #simple-valuation-examples237346
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Ref: #simple-valuation-examples238043
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Node: --value Flexible valuation238005
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Node: --value Flexible valuation238702
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Ref: #value-flexible-valuation238209
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Ref: #value-flexible-valuation238906
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Node: More valuation examples239853
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Node: More valuation examples240550
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Ref: #more-valuation-examples240062
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Ref: #more-valuation-examples240759
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Node: Interaction of valuation and queries242061
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Node: Interaction of valuation and queries242758
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Ref: #interaction-of-valuation-and-queries242302
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Ref: #interaction-of-valuation-and-queries242999
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Node: Effect of valuation on reports242774
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Node: Effect of valuation on reports243471
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Ref: #effect-of-valuation-on-reports242971
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Ref: #effect-of-valuation-on-reports243668
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Node: PART 4 COMMANDS250668
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Node: PART 4 COMMANDS251365
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Ref: #part-4-commands250811
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Ref: #part-4-commands251508
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Node: Commands overview251190
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Node: Commands overview251887
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Ref: #commands-overview251324
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Ref: #commands-overview252021
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Node: DATA ENTRY251503
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Node: DATA ENTRY252200
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Ref: #data-entry251627
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Ref: #data-entry252324
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Node: DATA CREATION251826
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Node: DATA CREATION252523
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Ref: #data-creation251980
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Ref: #data-creation252677
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Node: DATA MANAGEMENT252098
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Node: DATA MANAGEMENT252795
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Ref: #data-management252263
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Ref: #data-management252960
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Node: REPORTS FINANCIAL252384
|
Node: REPORTS FINANCIAL253081
|
||||||
Ref: #reports-financial252559
|
Ref: #reports-financial253256
|
||||||
Node: REPORTS VERSATILE252864
|
Node: REPORTS VERSATILE253561
|
||||||
Ref: #reports-versatile253037
|
Ref: #reports-versatile253734
|
||||||
Node: REPORTS BASIC253290
|
Node: REPORTS BASIC253987
|
||||||
Ref: #reports-basic253442
|
Ref: #reports-basic254139
|
||||||
Node: HELP253951
|
Node: HELP254648
|
||||||
Ref: #help254073
|
Ref: #help254770
|
||||||
Node: ADD-ONS254183
|
Node: ADD-ONS254880
|
||||||
Ref: #add-ons254289
|
Ref: #add-ons254986
|
||||||
Node: accounts254868
|
Node: accounts255565
|
||||||
Ref: #accounts255001
|
Ref: #accounts255698
|
||||||
Node: activity256888
|
Node: activity257585
|
||||||
Ref: #activity257007
|
Ref: #activity257704
|
||||||
Node: add257381
|
Node: add258078
|
||||||
Ref: #add257491
|
Ref: #add258188
|
||||||
Node: aregister260302
|
Node: aregister260999
|
||||||
Ref: #aregister260423
|
Ref: #aregister261120
|
||||||
Node: aregister and custom posting dates263311
|
Node: aregister and custom posting dates264008
|
||||||
Ref: #aregister-and-custom-posting-dates263477
|
Ref: #aregister-and-custom-posting-dates264174
|
||||||
Node: balance264029
|
Node: balance264726
|
||||||
Ref: #balance264155
|
Ref: #balance264852
|
||||||
Node: balance features265130
|
Node: balance features265827
|
||||||
Ref: #balance-features265270
|
Ref: #balance-features265967
|
||||||
Node: Simple balance report267229
|
Node: Simple balance report267926
|
||||||
Ref: #simple-balance-report267414
|
Ref: #simple-balance-report268111
|
||||||
Node: Balance report line format269039
|
Node: Balance report line format269736
|
||||||
Ref: #balance-report-line-format269241
|
Ref: #balance-report-line-format269938
|
||||||
Node: Filtered balance report271399
|
Node: Filtered balance report272096
|
||||||
Ref: #filtered-balance-report271591
|
Ref: #filtered-balance-report272288
|
||||||
Node: List or tree mode271918
|
Node: List or tree mode272615
|
||||||
Ref: #list-or-tree-mode272086
|
Ref: #list-or-tree-mode272783
|
||||||
Node: Depth limiting273431
|
Node: Depth limiting274128
|
||||||
Ref: #depth-limiting273597
|
Ref: #depth-limiting274294
|
||||||
Node: Dropping top-level accounts274198
|
Node: Dropping top-level accounts274895
|
||||||
Ref: #dropping-top-level-accounts274398
|
Ref: #dropping-top-level-accounts275095
|
||||||
Node: Showing declared accounts274708
|
Node: Showing declared accounts275405
|
||||||
Ref: #showing-declared-accounts274907
|
Ref: #showing-declared-accounts275604
|
||||||
Node: Sorting by amount275438
|
Node: Sorting by amount276135
|
||||||
Ref: #sorting-by-amount275605
|
Ref: #sorting-by-amount276302
|
||||||
Node: Percentages276275
|
Node: Percentages276972
|
||||||
Ref: #percentages276434
|
Ref: #percentages277131
|
||||||
Node: Multi-period balance report276982
|
Node: Multi-period balance report277679
|
||||||
Ref: #multi-period-balance-report277182
|
Ref: #multi-period-balance-report277879
|
||||||
Node: Balance change end balance279457
|
Node: Balance change end balance280154
|
||||||
Ref: #balance-change-end-balance279666
|
Ref: #balance-change-end-balance280363
|
||||||
Node: Balance report types281094
|
Node: Balance report types281791
|
||||||
Ref: #balance-report-types281275
|
Ref: #balance-report-types281972
|
||||||
Node: Calculation type281773
|
Node: Calculation type282470
|
||||||
Ref: #calculation-type281928
|
Ref: #calculation-type282625
|
||||||
Node: Accumulation type282477
|
Node: Accumulation type283174
|
||||||
Ref: #accumulation-type282657
|
Ref: #accumulation-type283354
|
||||||
Node: Valuation type283559
|
Node: Valuation type284256
|
||||||
Ref: #valuation-type283747
|
Ref: #valuation-type284444
|
||||||
Node: Combining balance report types284742
|
Node: Combining balance report types285439
|
||||||
Ref: #combining-balance-report-types284936
|
Ref: #combining-balance-report-types285633
|
||||||
Node: Budget report286774
|
Node: Budget report287471
|
||||||
Ref: #budget-report286926
|
Ref: #budget-report287623
|
||||||
Node: Budget report start date292580
|
Node: Budget report start date293277
|
||||||
Ref: #budget-report-start-date292758
|
Ref: #budget-report-start-date293455
|
||||||
Node: Budgets and subaccounts294090
|
Node: Budgets and subaccounts294787
|
||||||
Ref: #budgets-and-subaccounts294297
|
Ref: #budgets-and-subaccounts294994
|
||||||
Node: Selecting budget goals297737
|
Node: Selecting budget goals298434
|
||||||
Ref: #selecting-budget-goals297936
|
Ref: #selecting-budget-goals298633
|
||||||
Node: Budget vs forecast298971
|
Node: Budget vs forecast299668
|
||||||
Ref: #budget-vs-forecast299130
|
Ref: #budget-vs-forecast299827
|
||||||
Node: Data layout300760
|
Node: Data layout301457
|
||||||
Ref: #data-layout300910
|
Ref: #data-layout301607
|
||||||
Node: Useful balance reports308805
|
Node: Useful balance reports309502
|
||||||
Ref: #useful-balance-reports308955
|
Ref: #useful-balance-reports309652
|
||||||
Node: balancesheet310040
|
Node: balancesheet310737
|
||||||
Ref: #balancesheet310185
|
Ref: #balancesheet310882
|
||||||
Node: balancesheetequity311505
|
Node: balancesheetequity312202
|
||||||
Ref: #balancesheetequity311663
|
Ref: #balancesheetequity312360
|
||||||
Node: cashflow313052
|
Node: cashflow313749
|
||||||
Ref: #cashflow313183
|
Ref: #cashflow313880
|
||||||
Node: check314611
|
Node: check315308
|
||||||
Ref: #check314725
|
Ref: #check315422
|
||||||
Node: Basic checks315527
|
Node: Basic checks316224
|
||||||
Ref: #basic-checks315647
|
Ref: #basic-checks316344
|
||||||
Node: Strict checks316167
|
Node: Strict checks316864
|
||||||
Ref: #strict-checks316310
|
Ref: #strict-checks317007
|
||||||
Node: Other checks316733
|
Node: Other checks317430
|
||||||
Ref: #other-checks316875
|
Ref: #other-checks317572
|
||||||
Node: Custom checks317438
|
Node: Custom checks318135
|
||||||
Ref: #custom-checks317595
|
Ref: #custom-checks318292
|
||||||
Node: More about specific checks318012
|
Node: More about specific checks318709
|
||||||
Ref: #more-about-specific-checks318174
|
Ref: #more-about-specific-checks318871
|
||||||
Node: close318902
|
Node: close319599
|
||||||
Ref: #close319013
|
Ref: #close319710
|
||||||
Node: close and balance assertions322478
|
Node: close and balance assertions323175
|
||||||
Ref: #close-and-balance-assertions322656
|
Ref: #close-and-balance-assertions323353
|
||||||
Node: Example retain earnings323807
|
Node: Example retain earnings324504
|
||||||
Ref: #example-retain-earnings324024
|
Ref: #example-retain-earnings324721
|
||||||
Node: Example migrate balances to a new file324456
|
Node: Example migrate balances to a new file325153
|
||||||
Ref: #example-migrate-balances-to-a-new-file324721
|
Ref: #example-migrate-balances-to-a-new-file325418
|
||||||
Node: Example excluding closing/opening transactions325297
|
Node: Example excluding closing/opening transactions325994
|
||||||
Ref: #example-excluding-closingopening-transactions325546
|
Ref: #example-excluding-closingopening-transactions326243
|
||||||
Node: codes326764
|
Node: codes327461
|
||||||
Ref: #codes326881
|
Ref: #codes327578
|
||||||
Node: commodities327745
|
Node: commodities328442
|
||||||
Ref: #commodities327873
|
Ref: #commodities328570
|
||||||
Node: demo327943
|
Node: demo328640
|
||||||
Ref: #demo328064
|
Ref: #demo328761
|
||||||
Node: descriptions328980
|
Node: descriptions329677
|
||||||
Ref: #descriptions329110
|
Ref: #descriptions329807
|
||||||
Node: diff329401
|
Node: diff330098
|
||||||
Ref: #diff329516
|
Ref: #diff330213
|
||||||
Node: files330558
|
Node: files331255
|
||||||
Ref: #files330667
|
Ref: #files331364
|
||||||
Node: help330808
|
Node: help331505
|
||||||
Ref: #help-1330917
|
Ref: #help-1331614
|
||||||
Node: import332290
|
Node: import332987
|
||||||
Ref: #import332413
|
Ref: #import333110
|
||||||
Node: Deduplication333499
|
Node: Deduplication334196
|
||||||
Ref: #deduplication333624
|
Ref: #deduplication334321
|
||||||
Node: Import testing335518
|
Node: Import testing336215
|
||||||
Ref: #import-testing335683
|
Ref: #import-testing336380
|
||||||
Node: Importing balance assignments336526
|
Node: Importing balance assignments337223
|
||||||
Ref: #importing-balance-assignments336732
|
Ref: #importing-balance-assignments337429
|
||||||
Node: Commodity display styles337381
|
Node: Commodity display styles338078
|
||||||
Ref: #commodity-display-styles337554
|
Ref: #commodity-display-styles338251
|
||||||
Node: incomestatement337683
|
Node: incomestatement338380
|
||||||
Ref: #incomestatement337825
|
Ref: #incomestatement338522
|
||||||
Node: notes339146
|
Node: notes339843
|
||||||
Ref: #notes339268
|
Ref: #notes339965
|
||||||
Node: payees339630
|
Node: payees340327
|
||||||
Ref: #payees339745
|
Ref: #payees340442
|
||||||
Node: prices340264
|
Node: prices340961
|
||||||
Ref: #prices340379
|
Ref: #prices341076
|
||||||
Node: print340677
|
Node: print341374
|
||||||
Ref: #print340792
|
Ref: #print341489
|
||||||
Node: register346130
|
Node: register346827
|
||||||
Ref: #register346252
|
Ref: #register346949
|
||||||
Node: Custom register output351283
|
Node: Custom register output351980
|
||||||
Ref: #custom-register-output351414
|
Ref: #custom-register-output352111
|
||||||
Node: rewrite352751
|
Node: rewrite353448
|
||||||
Ref: #rewrite352869
|
Ref: #rewrite353566
|
||||||
Node: Re-write rules in a file354767
|
Node: Re-write rules in a file355464
|
||||||
Ref: #re-write-rules-in-a-file354930
|
Ref: #re-write-rules-in-a-file355627
|
||||||
Node: Diff output format356079
|
Node: Diff output format356776
|
||||||
Ref: #diff-output-format356262
|
Ref: #diff-output-format356959
|
||||||
Node: rewrite vs print --auto357354
|
Node: rewrite vs print --auto358051
|
||||||
Ref: #rewrite-vs.-print---auto357514
|
Ref: #rewrite-vs.-print---auto358211
|
||||||
Node: roi358070
|
Node: roi358767
|
||||||
Ref: #roi358177
|
Ref: #roi358874
|
||||||
Node: Spaces and special characters in --inv and --pnl359898
|
Node: Spaces and special characters in --inv and --pnl360595
|
||||||
Ref: #spaces-and-special-characters-in---inv-and---pnl360138
|
Ref: #spaces-and-special-characters-in---inv-and---pnl360835
|
||||||
Node: Semantics of --inv and --pnl360626
|
Node: Semantics of --inv and --pnl361323
|
||||||
Ref: #semantics-of---inv-and---pnl360865
|
Ref: #semantics-of---inv-and---pnl361562
|
||||||
Node: IRR and TWR explained362715
|
Node: IRR and TWR explained363412
|
||||||
Ref: #irr-and-twr-explained362875
|
Ref: #irr-and-twr-explained363572
|
||||||
Node: stats365961
|
Node: stats366658
|
||||||
Ref: #stats366069
|
Ref: #stats366766
|
||||||
Node: tags367456
|
Node: tags368153
|
||||||
Ref: #tags-1367563
|
Ref: #tags-1368260
|
||||||
Node: test368572
|
Node: test369269
|
||||||
Ref: #test368665
|
Ref: #test369362
|
||||||
Node: PART 5 COMMON TASKS369407
|
Node: PART 5 COMMON TASKS370104
|
||||||
Ref: #part-5-common-tasks369553
|
Ref: #part-5-common-tasks370250
|
||||||
Node: Getting help369851
|
Node: Getting help370548
|
||||||
Ref: #getting-help369992
|
Ref: #getting-help370689
|
||||||
Node: Constructing command lines370752
|
Node: Constructing command lines371449
|
||||||
Ref: #constructing-command-lines370953
|
Ref: #constructing-command-lines371650
|
||||||
Node: Starting a journal file371610
|
Node: Starting a journal file372307
|
||||||
Ref: #starting-a-journal-file371812
|
Ref: #starting-a-journal-file372509
|
||||||
Node: Setting LEDGER_FILE373014
|
Node: Setting LEDGER_FILE373711
|
||||||
Ref: #setting-ledger_file373206
|
Ref: #setting-ledger_file373903
|
||||||
Node: Setting opening balances374163
|
Node: Setting opening balances374860
|
||||||
Ref: #setting-opening-balances374364
|
Ref: #setting-opening-balances375061
|
||||||
Node: Recording transactions377505
|
Node: Recording transactions378202
|
||||||
Ref: #recording-transactions377694
|
Ref: #recording-transactions378391
|
||||||
Node: Reconciling378250
|
Node: Reconciling378947
|
||||||
Ref: #reconciling378402
|
Ref: #reconciling379099
|
||||||
Node: Reporting380659
|
Node: Reporting381356
|
||||||
Ref: #reporting380808
|
Ref: #reporting381505
|
||||||
Node: Migrating to a new file384793
|
Node: Migrating to a new file385490
|
||||||
Ref: #migrating-to-a-new-file384950
|
Ref: #migrating-to-a-new-file385647
|
||||||
Node: BUGS385249
|
Node: BUGS385946
|
||||||
Ref: #bugs385339
|
Ref: #bugs386036
|
||||||
Node: Troubleshooting386218
|
Node: Troubleshooting386915
|
||||||
Ref: #troubleshooting386318
|
Ref: #troubleshooting387015
|
||||||
|
|
||||||
End Tag Table
|
End Tag Table
|
||||||
|
|
||||||
|
|||||||
@ -4485,16 +4485,26 @@ Queries
|
|||||||
|
|
||||||
o Regular expressions are also supported:
|
o Regular expressions are also supported:
|
||||||
|
|
||||||
"^expenses\b" "accounts (payable|receivable)"
|
"^expenses\b"
|
||||||
|
"accounts (payable|receivable)"
|
||||||
|
|
||||||
o Add a query type prefix to match other parts of the data:
|
o Add a query type prefix to match other parts of the data:
|
||||||
|
|
||||||
date:202312- desc:amazon cur:USD amt:">100" status:
|
date:202312-
|
||||||
|
status:
|
||||||
|
desc:amazon
|
||||||
|
cur:USD
|
||||||
|
"amt:>0"
|
||||||
|
|
||||||
o Add a not: prefix to negate a term:
|
o Add a not: prefix to negate:
|
||||||
|
|
||||||
not:cur:USD
|
not:cur:USD
|
||||||
|
|
||||||
|
o Multiple unlike terms are AND-ed, multiple like terms are OR-ed
|
||||||
|
|
||||||
|
date:2022 desc:amazon desc:amzn
|
||||||
|
(all transactions with "amazon" or "amzn" in description during 2022)
|
||||||
|
|
||||||
Query types
|
Query types
|
||||||
Here are the types of query term available. Remember these can also be
|
Here are the types of query term available. Remember these can also be
|
||||||
prefixed with not: to convert them into a negative match.
|
prefixed with not: to convert them into a negative match.
|
||||||
@ -4541,12 +4551,16 @@ Queries
|
|||||||
Match (or display, depending on command) accounts at or above this
|
Match (or display, depending on command) accounts at or above this
|
||||||
depth.
|
depth.
|
||||||
|
|
||||||
|
expr:"TERM AND NOT (TERM OR TERM)" (eg)
|
||||||
|
Match with a boolean combination of queries (which must be enclosed in
|
||||||
|
quotes). See Combining query terms below.
|
||||||
|
|
||||||
note:REGEX
|
note:REGEX
|
||||||
Match transaction notes (the part of the description right of |, or the
|
Match transaction notes (the part of the description right of |, or the
|
||||||
whole description if there's no |).
|
whole description if there's no |).
|
||||||
|
|
||||||
payee:REGEX
|
payee:REGEX
|
||||||
Match transaction payee/payer names (the part of the description left
|
Match transaction payee/payer names (the part of the description left
|
||||||
of |, or the whole description if there's no |).
|
of |, or the whole description if there's no |).
|
||||||
|
|
||||||
real:, real:0
|
real:, real:0
|
||||||
@ -4556,11 +4570,11 @@ Queries
|
|||||||
Match unmarked, pending, or cleared transactions respectively.
|
Match unmarked, pending, or cleared transactions respectively.
|
||||||
|
|
||||||
type:TYPECODES
|
type:TYPECODES
|
||||||
Match by account type (see Declaring accounts > Account types). TYPE-
|
Match by account type (see Declaring accounts > Account types). TYPE-
|
||||||
CODES is one or more of the single-letter account type codes ALERXCV,
|
CODES is one or more of the single-letter account type codes ALERXCV,
|
||||||
case insensitive. Note type:A and type:E will also match their respec-
|
case insensitive. Note type:A and type:E will also match their respec-
|
||||||
tive subtypes C (Cash) and V (Conversion). Certain kinds of account
|
tive subtypes C (Cash) and V (Conversion). Certain kinds of account
|
||||||
alias can disrupt account types, see Rewriting accounts > Aliases and
|
alias can disrupt account types, see Rewriting accounts > Aliases and
|
||||||
account types.
|
account types.
|
||||||
|
|
||||||
tag:REGEX[=REGEX]
|
tag:REGEX[=REGEX]
|
||||||
@ -4576,11 +4590,11 @@ Queries
|
|||||||
o Transactions also acquire the tags of their postings.
|
o Transactions also acquire the tags of their postings.
|
||||||
|
|
||||||
(inacct:ACCTNAME
|
(inacct:ACCTNAME
|
||||||
A special query term used automatically in hledger-web only: tells
|
A special query term used automatically in hledger-web only: tells
|
||||||
hledger-web to show the transaction register for an account.)
|
hledger-web to show the transaction register for an account.)
|
||||||
|
|
||||||
Combining query terms
|
Combining query terms
|
||||||
When given multiple space-separated query terms, most commands select
|
When given multiple space-separated query terms, most commands select
|
||||||
things which match:
|
things which match:
|
||||||
|
|
||||||
o any of the description terms AND
|
o any of the description terms AND
|
||||||
@ -4601,13 +4615,13 @@ Queries
|
|||||||
|
|
||||||
o match all the other terms.
|
o match all the other terms.
|
||||||
|
|
||||||
We also support more complex boolean queries with the 'expr:' prefix.
|
We also support more complex boolean queries with the 'expr:' prefix.
|
||||||
This allows one to combine queries using one of three operators: AND,
|
This allows one to combine queries using one of three operators: AND,
|
||||||
OR, and NOT, where NOT is different syntax for 'not:'.
|
OR, and NOT, where NOT is different syntax for 'not:'.
|
||||||
|
|
||||||
Examples of such queries are:
|
Examples of such queries are:
|
||||||
|
|
||||||
o Match transactions with 'cool' in the description AND with the 'A'
|
o Match transactions with 'cool' in the description AND with the 'A'
|
||||||
tag
|
tag
|
||||||
|
|
||||||
expr:"desc:cool AND tag:A"
|
expr:"desc:cool AND tag:A"
|
||||||
@ -4617,22 +4631,22 @@ Queries
|
|||||||
|
|
||||||
expr:"NOT expenses:food OR tag:A"
|
expr:"NOT expenses:food OR tag:A"
|
||||||
|
|
||||||
o Match transactions NOT involving the 'expenses:food' account OR with
|
o Match transactions NOT involving the 'expenses:food' account OR with
|
||||||
the 'A' tag AND involving the 'expenses:drink' account. (the AND is
|
the 'A' tag AND involving the 'expenses:drink' account. (the AND is
|
||||||
implicitly added by space-separation, following the rules above)
|
implicitly added by space-separation, following the rules above)
|
||||||
|
|
||||||
expr:"expenses:food OR (tag:A expenses:drink)"
|
expr:"expenses:food OR (tag:A expenses:drink)"
|
||||||
|
|
||||||
Queries and command options
|
Queries and command options
|
||||||
Some queries can also be expressed as command-line options: depth:2 is
|
Some queries can also be expressed as command-line options: depth:2 is
|
||||||
equivalent to --depth 2, date:2023 is equivalent to -p 2023, etc. When
|
equivalent to --depth 2, date:2023 is equivalent to -p 2023, etc. When
|
||||||
you mix command options and query arguments, generally the resulting
|
you mix command options and query arguments, generally the resulting
|
||||||
query is their intersection.
|
query is their intersection.
|
||||||
|
|
||||||
Queries and valuation
|
Queries and valuation
|
||||||
When amounts are converted to other commodities in cost or value re-
|
When amounts are converted to other commodities in cost or value re-
|
||||||
ports, cur: and amt: match the old commodity symbol and the old amount
|
ports, cur: and amt: match the old commodity symbol and the old amount
|
||||||
quantity, not the new ones (except in hledger 1.22.0 where it's re-
|
quantity, not the new ones (except in hledger 1.22.0 where it's re-
|
||||||
versed, see #1625).
|
versed, see #1625).
|
||||||
|
|
||||||
Querying with account aliases
|
Querying with account aliases
|
||||||
@ -4640,27 +4654,28 @@ Queries
|
|||||||
will match either the old or the new account name.
|
will match either the old or the new account name.
|
||||||
|
|
||||||
Querying with cost or value
|
Querying with cost or value
|
||||||
When amounts are converted to other commodities in cost or value re-
|
When amounts are converted to other commodities in cost or value re-
|
||||||
ports, note that cur: matches the new commodity symbol, and not the old
|
ports, note that cur: matches the new commodity symbol, and not the old
|
||||||
one, and amt: matches the new quantity, and not the old one. Note:
|
one, and amt: matches the new quantity, and not the old one. Note:
|
||||||
this changed in hledger 1.22, previously it was the reverse, see the
|
this changed in hledger 1.22, previously it was the reverse, see the
|
||||||
discussion at #1625.
|
discussion at #1625.
|
||||||
|
|
||||||
Pivoting
|
Pivoting
|
||||||
Normally, hledger groups and sums amounts within each account. The
|
Normally, hledger groups and sums amounts within each account. The
|
||||||
--pivot FIELD option substitutes some other transaction field for ac-
|
--pivot FIELD option substitutes some other transaction field for ac-
|
||||||
count names, causing amounts to be grouped and summed by that field's
|
count names, causing amounts to be grouped and summed by that field's
|
||||||
value instead. FIELD can be any of the transaction fields status,
|
value instead. FIELD can be any of the transaction fields acct, sta-
|
||||||
code, description, payee, note, or a tag name. When pivoting on a tag
|
tus, code, desc, payee, note, or a tag name. When pivoting on a tag
|
||||||
and a posting has multiple values of that tag, only the first value is
|
and a posting has multiple values of that tag, only the first value is
|
||||||
displayed. Values containing colon:separated:parts will be displayed
|
displayed. Values containing colon:separated:parts will be displayed
|
||||||
hierarchically, like account names.
|
hierarchically, like account names. Multiple, colon-delimited fields
|
||||||
|
can be pivoted simultaneously, generating a hierarchical account name.
|
||||||
|
|
||||||
Some examples:
|
Some examples:
|
||||||
|
|
||||||
2016/02/16 Yearly Dues Payment
|
2016/02/16 Yearly Dues Payment
|
||||||
assets:bank account 2 EUR
|
assets:bank account 2 EUR
|
||||||
income:dues -2 EUR ; member: John Doe
|
income:dues -2 EUR ; member: John Doe, kind: Lifetime
|
||||||
|
|
||||||
Normal balance report showing account names:
|
Normal balance report showing account names:
|
||||||
|
|
||||||
@ -4693,6 +4708,13 @@ Pivoting
|
|||||||
--------------------
|
--------------------
|
||||||
-2 EUR
|
-2 EUR
|
||||||
|
|
||||||
|
Hierarchical reports can be generated with multiple pivots:
|
||||||
|
|
||||||
|
$ hledger balance Income:Dues --pivot kind:member
|
||||||
|
-2 EUR Lifetime:John Doe
|
||||||
|
--------------------
|
||||||
|
-2 EUR
|
||||||
|
|
||||||
Generating data
|
Generating data
|
||||||
hledger has several features for generating data, such as:
|
hledger has several features for generating data, such as:
|
||||||
|
|
||||||
@ -5604,6 +5626,12 @@ Valuation
|
|||||||
posting cost value at re- value at posting value at re- value at
|
posting cost value at re- value at posting value at re- value at
|
||||||
amounts port or date port or DATE/today
|
amounts port or date port or DATE/today
|
||||||
journal end journal end
|
journal end journal end
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
summary summarised value at pe- sum of postings value at pe- value at
|
summary summarised value at pe- sum of postings value at pe- value at
|
||||||
posting cost riod ends in interval, val- riod ends DATE/today
|
posting cost riod ends in interval, val- riod ends DATE/today
|
||||||
amounts ued at interval
|
amounts ued at interval
|
||||||
@ -5617,10 +5645,6 @@ Valuation
|
|||||||
balance
|
balance
|
||||||
(bs, bse,
|
(bs, bse,
|
||||||
cf, is)
|
cf, is)
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
balance sums of value at re- value at posting value at re- value at
|
balance sums of value at re- value at posting value at re- value at
|
||||||
changes costs port end or date port or DATE/today of
|
changes costs port end or date port or DATE/today of
|
||||||
today of journal end sums of post-
|
today of journal end sums of post-
|
||||||
@ -6534,9 +6558,6 @@ PART 4: COMMANDS
|
|||||||
period end ues from report from report report start
|
period end ues from report from report report start
|
||||||
start to period start to period to period end
|
start to period start to period to period end
|
||||||
end end
|
end end
|
||||||
|
|
||||||
|
|
||||||
|
|
||||||
--his- change from sum of posting- period-end DATE-value of
|
--his- change from sum of posting- period-end DATE-value of
|
||||||
torical journal start to date market val- value of change change from
|
torical journal start to date market val- value of change change from
|
||||||
/-H period end (his- ues from journal from journal journal start
|
/-H period end (his- ues from journal from journal journal start
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user