;imp:doc:cli: update a bunch of 2020 examples to 2023
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@ -1981,7 +1981,7 @@ Including the aliases doesn't work either:
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```journal
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```journal
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include a.aliases
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include a.aliases
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2020-01-01 ; not affected by a.aliases
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2023-01-01 ; not affected by a.aliases
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foo 1
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foo 1
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bar
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bar
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```
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```
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@ -1991,7 +1991,7 @@ start of your top-most file, like this:
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alias foo=Foo
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alias foo=Foo
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alias bar=Bar
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alias bar=Bar
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2020-01-01 ; affected by aliases above
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2023-01-01 ; affected by aliases above
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foo 1
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foo 1
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bar
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bar
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@ -2200,7 +2200,7 @@ avoid include cycles and including directories, but this can be done, eg:
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The path may also be prefixed to force a specific file format,
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The path may also be prefixed to force a specific file format,
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overriding the file extension (as described in
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overriding the file extension (as described in
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[hledger.1 -> Input files](#input-files)):
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[hledger.1 -> Input files](#input-files)):
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`include timedot:~/notes/2020*.md`.
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`include timedot:~/notes/2023*.md`.
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[glob patterns]: https://hackage.haskell.org/package/Glob-0.9.2/docs/System-FilePath-Glob.html#v:compile
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[glob patterns]: https://hackage.haskell.org/package/Glob-0.9.2/docs/System-FilePath-Glob.html#v:compile
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@ -2287,8 +2287,8 @@ read this whole section, or at least these tips:
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7. Other period expressions with an interval are automatically expanded to cover a whole number of that interval.
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7. Other period expressions with an interval are automatically expanded to cover a whole number of that interval.
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(This is done to improve reports, but it also affects periodic transactions. Yes, it's a bit inconsistent with the above.)
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(This is done to improve reports, but it also affects periodic transactions. Yes, it's a bit inconsistent with the above.)
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Eg: <br>
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Eg: <br>
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`~ every 10th day of month from 2020/01`, which is equivalent to <br>
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`~ every 10th day of month from 2023/01`, which is equivalent to <br>
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`~ every 10th day of month from 2020/01/01`, will be adjusted to start on 2019/12/10.
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`~ every 10th day of month from 2023/01/01`, will be adjusted to start on 2019/12/10.
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### Periodic rule syntax
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### Periodic rule syntax
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@ -2333,10 +2333,10 @@ This helps hledger know where the period expression ends, so that descriptions
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can not accidentally alter their meaning, as in this example:
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can not accidentally alter their meaning, as in this example:
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```
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```
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; 2 or more spaces needed here, so the period is not understood as "every 2 months in 2020"
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; 2 or more spaces needed here, so the period is not understood as "every 2 months in 2023"
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; ||
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; ||
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; vv
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; vv
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~ every 2 months in 2020, we will review
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~ every 2 months in 2023, we will review
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assets:bank:checking $1500
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assets:bank:checking $1500
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income:acme inc
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income:acme inc
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```
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```
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@ -3295,11 +3295,11 @@ With record matchers, it's important to know that the record matched is not the
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separators will be converted to commas, and enclosing double quotes (but not enclosing whitespace) are removed.
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separators will be converted to commas, and enclosing double quotes (but not enclosing whitespace) are removed.
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So for example, when reading an SSV file, if the original record was:
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So for example, when reading an SSV file, if the original record was:
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```ssv
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```ssv
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2020-01-01; "Acme, Inc."; 1,000
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2023-01-01; "Acme, Inc."; 1,000
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```
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```
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the regex would see, and try to match, this modified record text:
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the regex would see, and try to match, this modified record text:
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```
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```
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2020-01-01,Acme, Inc., 1,000
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2023-01-01,Acme, Inc., 1,000
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```
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```
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When an if block has multiple matchers, they are combined as follows:
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When an if block has multiple matchers, they are combined as follows:
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@ -3356,7 +3356,7 @@ Example:
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if,account2,comment
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if,account2,comment
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atm transaction fee,expenses:business:banking,deductible? check it
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atm transaction fee,expenses:business:banking,deductible? check it
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%description groceries,expenses:groceries,
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%description groceries,expenses:groceries,
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2020/01/12.*Plumbing LLC,expenses:house:upkeep,emergency plumbing call-out
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2023/01/12.*Plumbing LLC,expenses:house:upkeep,emergency plumbing call-out
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```
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```
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## `balance-type`
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## `balance-type`
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@ -3616,7 +3616,7 @@ It's not possible (without preprocessing the CSV) to set an amount to its absolu
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If the currency/commodity symbol is included in the CSV's amount field(s):
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If the currency/commodity symbol is included in the CSV's amount field(s):
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```csv
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```csv
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2020-01-01,foo,$123.00
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2023-01-01,foo,$123.00
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```
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```
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you don't have to do anything special for the commodity symbol, it will be assigned as part of the amount. Eg:
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you don't have to do anything special for the commodity symbol, it will be assigned as part of the amount. Eg:
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@ -3625,7 +3625,7 @@ you don't have to do anything special for the commodity symbol, it will be assig
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fields date,description,amount
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fields date,description,amount
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```
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```
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```journal
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```journal
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2020-01-01 foo
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2023-01-01 foo
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expenses:unknown $123.00
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expenses:unknown $123.00
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income:unknown $-123.00
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income:unknown $-123.00
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```
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```
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@ -3633,7 +3633,7 @@ fields date,description,amount
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If the currency is provided as a separate CSV field:
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If the currency is provided as a separate CSV field:
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```csv
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```csv
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2020-01-01,foo,USD,123.00
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2023-01-01,foo,USD,123.00
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```
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```
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You can assign that to the `currency` pseudo-field, which has the
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You can assign that to the `currency` pseudo-field, which has the
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@ -3644,7 +3644,7 @@ transaction (on the left, with no separating space):
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fields date,description,currency,amount
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fields date,description,currency,amount
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```
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```
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```journal
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```journal
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2020-01-01 foo
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2023-01-01 foo
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expenses:unknown USD123.00
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expenses:unknown USD123.00
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income:unknown USD-123.00
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income:unknown USD-123.00
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```
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```
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@ -3661,7 +3661,7 @@ fields date,description,cur,amt
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amount %amt %cur
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amount %amt %cur
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```
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```
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```journal
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```journal
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2020-01-01 foo
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2023-01-01 foo
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expenses:unknown 123.00 USD
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expenses:unknown 123.00 USD
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income:unknown -123.00 USD
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income:unknown -123.00 USD
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```
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```
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@ -4225,15 +4225,15 @@ biz:research 1
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```timedot
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```timedot
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* Time log
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* Time log
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** 2020-01-01
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** 2023-01-01
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*** adm:time .
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*** adm:time .
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*** adm:finance .
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*** adm:finance .
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```
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```
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```timedot
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```timedot
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* 2020 Work Diary
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* 2023 Work Diary
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** Q1
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** Q1
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*** 2020-02-29
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*** 2023-02-29
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**** DONE
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**** DONE
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0700 yoga
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0700 yoga
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**** UNPLANNED
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**** UNPLANNED
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@ -4608,7 +4608,7 @@ These are most often [account name](#account-names) substrings:
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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:202012- desc:amazon cur:USD amt:">100" status:`
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`date:202312- desc:amazon cur:USD amt:">100" status:`
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- Add a `not:` prefix to negate a term:
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- Add a `not:` prefix to negate a term:
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@ -4737,7 +4737,7 @@ Examples of such queries are:
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Some queries can also be expressed as command-line options:
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Some queries can also be expressed as command-line options:
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`depth:2` is equivalent to `--depth 2`,
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`depth:2` is equivalent to `--depth 2`,
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`date:2020` is equivalent to `-p 2020`, etc.
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`date:2023` is equivalent to `-p 2023`, etc.
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When you mix command options and query arguments,
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When you mix command options and query arguments,
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generally the resulting query is their intersection.
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generally the resulting query is their intersection.
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@ -5885,11 +5885,11 @@ $ mkdir ~/finance
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$ cd ~/finance
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$ cd ~/finance
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$ git init
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$ git init
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Initialized empty Git repository in /Users/simon/finance/.git/
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Initialized empty Git repository in /Users/simon/finance/.git/
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$ touch 2020.journal
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$ touch 2023.journal
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$ echo "export LEDGER_FILE=$HOME/finance/2020.journal" >> ~/.bashrc
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$ echo "export LEDGER_FILE=$HOME/finance/2023.journal" >> ~/.profile
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$ source ~/.bashrc
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$ source ~/.profile
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$ hledger stats
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$ hledger stats
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Main file : /Users/simon/finance/2020.journal
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Main file : /Users/simon/finance/2023.journal
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Included files :
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Included files :
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Transactions span : to (0 days)
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Transactions span : to (0 days)
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Last transaction : none
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Last transaction : none
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@ -5950,7 +5950,7 @@ balances on this date. Here are two ways to do it:
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- The first way: open the journal in any text editor and save an entry like this:
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- The first way: open the journal in any text editor and save an entry like this:
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```journal
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```journal
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2020-01-01 * opening balances
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2023-01-01 * opening balances
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assets:bank:checking $1000 = $1000
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assets:bank:checking $1000 = $1000
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assets:bank:savings $2000 = $2000
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assets:bank:savings $2000 = $2000
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assets:cash $100 = $100
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assets:cash $100 = $100
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@ -5971,7 +5971,7 @@ balances on this date. Here are two ways to do it:
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- The second way: run `hledger add` and follow the prompts to record a similar transaction:
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- The second way: run `hledger add` and follow the prompts to record a similar transaction:
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```shell
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```shell
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$ hledger add
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$ hledger add
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Adding transactions to journal file /Users/simon/finance/2020.journal
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Adding transactions to journal file /Users/simon/finance/2023.journal
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Any command line arguments will be used as defaults.
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Any command line arguments will be used as defaults.
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Use tab key to complete, readline keys to edit, enter to accept defaults.
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Use tab key to complete, readline keys to edit, enter to accept defaults.
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An optional (CODE) may follow transaction dates.
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An optional (CODE) may follow transaction dates.
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@ -5979,7 +5979,7 @@ balances on this date. Here are two ways to do it:
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If you make a mistake, enter < at any prompt to go one step backward.
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If you make a mistake, enter < at any prompt to go one step backward.
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To end a transaction, enter . when prompted.
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To end a transaction, enter . when prompted.
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To quit, enter . at a date prompt or press control-d or control-c.
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To quit, enter . at a date prompt or press control-d or control-c.
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Date [2020-02-07]: 2020-01-01
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Date [2023-02-07]: 2023-01-01
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Description: * opening balances
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Description: * opening balances
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Account 1: assets:bank:checking
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Account 1: assets:bank:checking
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Amount 1: $1000
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Amount 1: $1000
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@ -5992,7 +5992,7 @@ balances on this date. Here are two ways to do it:
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Account 5: equity:opening/closing balances
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Account 5: equity:opening/closing balances
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Amount 5 [$-3050]:
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Amount 5 [$-3050]:
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Account 6 (or . or enter to finish this transaction): .
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Account 6 (or . or enter to finish this transaction): .
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2020-01-01 * opening balances
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2023-01-01 * opening balances
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assets:bank:checking $1000
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assets:bank:checking $1000
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assets:bank:savings $2000
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assets:bank:savings $2000
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assets:cash $100
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assets:cash $100
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@ -6002,12 +6002,12 @@ balances on this date. Here are two ways to do it:
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Save this transaction to the journal ? [y]:
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Save this transaction to the journal ? [y]:
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Saved.
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Saved.
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Starting the next transaction (. or ctrl-D/ctrl-C to quit)
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Starting the next transaction (. or ctrl-D/ctrl-C to quit)
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Date [2020-01-01]: .
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Date [2023-01-01]: .
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```
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```
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If you're using version control, this could be a good time to commit the journal. Eg:
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If you're using version control, this could be a good time to commit the journal. Eg:
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```shell
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```shell
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$ git commit -m 'initial balances' 2020.journal
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$ git commit -m 'initial balances' 2023.journal
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```
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```
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## Recording transactions
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## Recording transactions
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@ -6021,15 +6021,15 @@ Here are some simple transactions, see the hledger_journal(5) manual
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and hledger.org for more ideas:
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and hledger.org for more ideas:
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```journal
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```journal
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2020/1/10 * gift received
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2023/1/10 * gift received
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assets:cash $20
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assets:cash $20
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income:gifts
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income:gifts
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2020.1.12 * farmers market
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2023.1.12 * farmers market
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expenses:food $13
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expenses:food $13
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assets:cash
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assets:cash
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2020-01-15 paycheck
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2023-01-15 paycheck
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income:salary
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income:salary
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assets:bank:checking $1000
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assets:bank:checking $1000
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```
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```
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@ -6055,7 +6055,7 @@ A typical workflow:
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If you can't find the error, add an adjustment transaction.
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If you can't find the error, add an adjustment transaction.
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Eg if you have $105 after the above, and can't explain the missing $2, it could be:
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Eg if you have $105 after the above, and can't explain the missing $2, it could be:
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```journal
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```journal
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2020-01-16 * adjust cash
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2023-01-16 * adjust cash
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assets:cash $-2 = $105
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assets:cash $-2 = $105
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expenses:misc
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expenses:misc
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```
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```
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@ -6079,11 +6079,11 @@ live-updating register while you edit the journal:
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After reconciling, it could be a good time to mark the reconciled
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After reconciling, it could be a good time to mark the reconciled
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transactions' status as "cleared and confirmed", if you want to track
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transactions' status as "cleared and confirmed", if you want to track
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that, by adding the `*` marker.
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that, by adding the `*` marker.
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Eg in the paycheck transaction above, insert `*` between `2020-01-15` and `paycheck`
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Eg in the paycheck transaction above, insert `*` between `2023-01-15` and `paycheck`
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If you're using version control, this can be another good time to commit:
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If you're using version control, this can be another good time to commit:
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```shell
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```shell
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$ git commit -m 'txns' 2020.journal
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$ git commit -m 'txns' 2023.journal
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```
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```
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## Reporting
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## Reporting
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@ -6093,26 +6093,26 @@ Here are some basic reports.
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Show all transactions:
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Show all transactions:
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```shell
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```shell
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$ hledger print
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$ hledger print
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2020-01-01 * opening balances
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2023-01-01 * opening balances
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assets:bank:checking $1000
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assets:bank:checking $1000
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assets:bank:savings $2000
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assets:bank:savings $2000
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assets:cash $100
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assets:cash $100
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liabilities:creditcard $-50
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liabilities:creditcard $-50
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equity:opening/closing balances $-3050
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equity:opening/closing balances $-3050
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2020-01-10 * gift received
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2023-01-10 * gift received
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assets:cash $20
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assets:cash $20
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income:gifts
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income:gifts
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2020-01-12 * farmers market
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2023-01-12 * farmers market
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expenses:food $13
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expenses:food $13
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assets:cash
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assets:cash
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2020-01-15 * paycheck
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2023-01-15 * paycheck
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income:salary
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income:salary
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assets:bank:checking $1000
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assets:bank:checking $1000
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2020-01-16 * adjust cash
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2023-01-16 * adjust cash
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assets:cash $-2 = $105
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assets:cash $-2 = $105
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expenses:misc
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expenses:misc
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@ -6171,9 +6171,9 @@ $ hledger bal assets liabilities -2
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Show the same thing without negative numbers, formatted as a simple balance sheet:
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Show the same thing without negative numbers, formatted as a simple balance sheet:
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```shell
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```shell
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$ hledger bs -2
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$ hledger bs -2
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Balance Sheet 2020-01-16
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Balance Sheet 2023-01-16
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|| 2020-01-16
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|| 2023-01-16
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========================++============
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========================++============
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Assets ||
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Assets ||
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------------------------++------------
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------------------------++------------
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@ -6196,9 +6196,9 @@ The final total is your "net worth" on the end date.
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Show income and expense totals, formatted as an income statement:
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Show income and expense totals, formatted as an income statement:
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```shell
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```shell
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hledger is
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hledger is
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Income Statement 2020-01-01-2020-01-16
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Income Statement 2023-01-01-2023-01-16
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|| 2020-01-01-2020-01-16
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|| 2023-01-01-2023-01-16
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===============++=======================
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===============++=======================
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Revenues ||
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Revenues ||
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---------------++-----------------------
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---------------++-----------------------
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@ -6221,18 +6221,18 @@ The final total is your net income during this period.
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Show transactions affecting your wallet, with running total:
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Show transactions affecting your wallet, with running total:
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```shell
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```shell
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$ hledger register cash
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$ hledger register cash
|
||||||
2020-01-01 opening balances assets:cash $100 $100
|
2023-01-01 opening balances assets:cash $100 $100
|
||||||
2020-01-10 gift received assets:cash $20 $120
|
2023-01-10 gift received assets:cash $20 $120
|
||||||
2020-01-12 farmers market assets:cash $-13 $107
|
2023-01-12 farmers market assets:cash $-13 $107
|
||||||
2020-01-16 adjust cash assets:cash $-2 $105
|
2023-01-16 adjust cash assets:cash $-2 $105
|
||||||
```
|
```
|
||||||
|
|
||||||
Show weekly posting counts as a bar chart:
|
Show weekly posting counts as a bar chart:
|
||||||
```shell
|
```shell
|
||||||
$ hledger activity -W
|
$ hledger activity -W
|
||||||
2019-12-30 *****
|
2019-12-30 *****
|
||||||
2020-01-06 ****
|
2023-01-06 ****
|
||||||
2020-01-13 ****
|
2023-01-13 ****
|
||||||
```
|
```
|
||||||
## Migrating to a new file
|
## Migrating to a new file
|
||||||
|
|
||||||
|
|||||||
Loading…
Reference in New Issue
Block a user