This is hledger-ui/doc/hledger-ui.1.info, produced by makeinfo version
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File: hledger-ui.1.info,  Node: Top,  Up: (dir)

hledger-ui(1) hledger-ui 1.0
****************************

hledger-ui is hledger's curses-style interface, providing an efficient
full-window text UI for viewing accounts and transactions, and some
limited data entry capability. It is easier than hledger's command-line
interface, and sometimes quicker and more convenient than the web
interface.

   Like hledger, it reads data from one or more files in hledger
journal, timeclock, timedot, or CSV format specified with `-f', or
`$LEDGER_FILE', or `$HOME/.hledger.journal' (on windows, perhaps
`C:/Users/USER/.hledger.journal'). For more about this see hledger(1),
hledger_journal(5) etc.

* Menu:

* OPTIONS::
* KEYS::
* SCREENS::


File: hledger-ui.1.info,  Node: OPTIONS,  Next: KEYS,  Prev: Top,  Up: Top

1 OPTIONS
*********

Note: if invoking hledger-ui as a hledger subcommand, write `--' before
options as shown above.

   Any QUERYARGS are interpreted as a hledger search query which filters
the data.

`--flat'
     show full account names, unindented

`--register=ACCTREGEX'
     start in the (first) matched account's register screen

`--theme=default|terminal|greenterm'
     use this custom display theme

`-V --value'
     show amounts as their current market value in their default
     valuation commodity (accounts screen only)

   hledger general options:

`-h'
     show general usage (or after COMMAND, the command's usage)

`--help'
     show the current program's manual as plain text (or after an add-on
     COMMAND, the add-on's manual)

`--man'
     show the current program's manual with man

`--info'
     show the current program's manual with info

`--version'
     show version

`--debug[=N]'
     show debug output (levels 1-9, default: 1)

`-f FILE --file=FILE'
     use a different input file. For stdin, use -

`--rules-file=RULESFILE'
     Conversion rules file to use when reading CSV (default: FILE.rules)

`--alias=OLD=NEW'
     display accounts named OLD as NEW

`-I --ignore-assertions'
     ignore any failing balance assertions in the journal

   hledger reporting options:

`-b --begin=DATE'
     include postings/txns on or after this date

`-e --end=DATE'
     include postings/txns before this date

`-D --daily'
     multiperiod/multicolumn report by day

`-W --weekly'
     multiperiod/multicolumn report by week

`-M --monthly'
     multiperiod/multicolumn report by month

`-Q --quarterly'
     multiperiod/multicolumn report by quarter

`-Y --yearly'
     multiperiod/multicolumn report by year

`-p --period=PERIODEXP'
     set start date, end date, and/or reporting interval all at once
     (overrides the flags above)

`--date2'
     show, and match with -b/-e/-p/date:, secondary dates instead

`-C --cleared'
     include only cleared postings/txns

`--pending'
     include only pending postings/txns

`-U --uncleared'
     include only uncleared (and pending) postings/txns

`-R --real'
     include only non-virtual postings

`--depth=N'
     hide accounts/postings deeper than N

`-E --empty'
     show items with zero amount, normally hidden

`-B --cost'
     show amounts in their cost price's commodity

`--pivot TAG'
     will transform the journal before any other processing by
     replacing the account name of every posting having the tag TAG
     with content VALUE by the account name "TAG:VALUE".  The TAG will
     only match if it is a full-length match. The pivot will only
     happen if the TAG is on a posting, not if it is on the transaction.
     If the tag value is a multi:level:account:name the new account
     name will be "TAG:multi:level:account:name".

`--anon'
     show anonymized accounts and payees


File: hledger-ui.1.info,  Node: KEYS,  Next: SCREENS,  Prev: OPTIONS,  Up: Top

2 KEYS
******

`?' shows a help dialog listing all keys. (Some of these also appear in
the quick help at the bottom of each screen.) Press `?' again (or
`ESCAPE', or `LEFT') to close it. The following keys work on most
screens:

   The cursor keys navigate: `right' (or `enter') goes deeper, `left'
returns to the previous screen, `up'/`down'/`page up'/`page
down'/`home'/`end' move up and down through lists. Vi-style
`h'/`j'/`k'/`l' movement keys are also supported. A tip: movement speed
is limited by your keyboard repeat rate, to move faster you may want to
adjust it. (If you're on a mac, the Karabiner app is one way to do
that.)

   With shift pressed, the cursor keys adjust the report period,
limiting the transactions to be shown (by default, all are shown).
`shift-down/up' steps downward and upward through these standard report
period durations: year, quarter, month, week, day. Then,
`shift-left/right' moves to the previous/next period. `t' sets the
report period to today. (To set a non-standard period, you can use `/'
and a `date:' query).

   `/' lets you set a general filter query limiting the data shown,
using the same query terms as in hledger and hledger-web. While editing
the query, you can use CTRL-a/e/d/k, BS, cursor keys; press `ENTER' to
set it, or `ESCAPE'to cancel. There are also keys for quickly adjusting
some common filters like account depth and cleared/uncleared (see
below). `BACKSPACE' or `DELETE' removes all filters, showing all
transactions.

   `ESCAPE' removes all filters and jumps back to the top screen. Or,
it cancels a minibuffer edit or help dialog in progress.

   `g' reloads from the data file(s) and updates the current screen and
any previous screens. (With large files, this could cause a noticeable
pause.)

   `I' toggles balance assertion checking. Disabling balance assertions
temporarily can be useful for troubleshooting.

   `a' runs command-line hledger's add command, and reloads the updated
file. This allows some basic data entry.

   `E' runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (`emacsclient
-a "" -nw') on the journal file. With some editors (emacs, vi), the
cursor will be positioned at the current transaction when invoked from
the register and transaction screens, and at the error location (if
possible) when invoked from the error screen.

   `q' quits the application.

   Additional screen-specific keys are described below.


File: hledger-ui.1.info,  Node: SCREENS,  Prev: KEYS,  Up: Top

3 SCREENS
*********

* Menu:

* Accounts screen::
* Register screen::
* Transaction screen::
* Error screen::


File: hledger-ui.1.info,  Node: Accounts screen,  Next: Register screen,  Up: SCREENS

3.1 Accounts screen
===================

This is normally the first screen displayed. It lists accounts and their
balances, like hledger's balance command. By default, it shows all
accounts and their latest ending balances (including the balances of
subaccounts). if you specify a query on the command line, it shows just
the matched accounts and the balances from matched transactions.

   Account names are normally indented to show the hierarchy (tree
mode).  To see less detail, set a depth limit by pressing a number key,
`1' to `9'. `0' shows even less detail, collapsing all accounts to a
single total. `-' and `+' (or `=') decrease and increase the depth
limit. To remove the depth limit, set it higher than the maximum
account depth, or press `ESCAPE'.

   `F' toggles flat mode, in which accounts are shown as a flat list,
with their full names. In this mode, account balances exclude
subaccounts, except for accounts at the depth limit (as with hledger's
balance command).

   `H' toggles between showing historical balances or period balances.
Historical balances (the default) are ending balances at the end of the
report period, taking into account all transactions before that date
(filtered by the filter query if any), including transactions before the
start of the report period. In other words, historical balances are what
you would see on a bank statement for that account (unless disturbed by
a filter query). Period balances ignore transactions before the report
start date, so they show the change in balance during the report period.
They are more useful eg when viewing a time log.

   `C' toggles cleared mode, in which uncleared transactions and
postings are not shown. `U' toggles uncleared mode, in which only
uncleared transactions/postings are shown.

   `R' toggles real mode, in which virtual postings are ignored.

   `Z' toggles nonzero mode, in which only accounts with nonzero
balances are shown (hledger-ui shows zero items by default, unlike
command-line hledger).

   Press `right' or `enter' to view an account's transactions register.


File: hledger-ui.1.info,  Node: Register screen,  Next: Transaction screen,  Prev: Accounts screen,  Up: SCREENS

3.2 Register screen
===================

This screen shows the transactions affecting a particular account, like
a check register. Each line represents one transaction and shows:

   * the other account(s) involved, in abbreviated form. (If there are
     both real and virtual postings, it shows only the accounts
     affected by real postings.)

   * the overall change to the current account's balance; positive for
     an inflow to this account, negative for an outflow.

   * the running historical total or period total for the current
     account, after the transaction. This can be toggled with `H'.
     Similar to the accounts screen, the historical total is affected
     by transactions (filtered by the filter query) before the report
     start date, while the period total is not. If the historical total
     is not disturbed by a filter query, it will be the running
     historical balance you would see on a bank register for the
     current account.


   If the accounts screen was in tree mode, the register screen will
include transactions from both the current account and its subaccounts.
If the accounts screen was in flat mode, and a non-depth-clipped account
was selected, the register screen will exclude transactions from
subaccounts. In other words, the register always shows the transactions
responsible for the period balance shown on the accounts screen. As on
the accounts screen, this can be toggled with `F'.

   `C' toggles cleared mode, in which uncleared transactions and
postings are not shown. `U' toggles uncleared mode, in which only
uncleared transactions/postings are shown.

   `R' toggles real mode, in which virtual postings are ignored.

   `Z' toggles nonzero mode, in which only transactions posting a
nonzero change are shown (hledger-ui shows zero items by default, unlike
command-line hledger).

   Press `right' (or `enter') to view the selected transaction in
detail.


File: hledger-ui.1.info,  Node: Transaction screen,  Next: Error screen,  Prev: Register screen,  Up: SCREENS

3.3 Transaction screen
======================

This screen shows a single transaction, as a general journal entry,
similar to hledger's print command and journal format
(hledger_journal(5)).

   The transaction's date(s) and any cleared flag, transaction code,
description, comments, along with all of its account postings are shown.
Simple transactions have two postings, but there can be more (or in
certain cases, fewer).

   `up' and `down' will step through all transactions listed in the
previous account register screen. In the title bar, the numbers in
parentheses show your position within that account register. They will
vary depending on which account register you came from (remember most
transactions appear in multiple account registers). The #N number
preceding them is the transaction's position within the complete
unfiltered journal, which is a more stable id (at least until the next
reload).


File: hledger-ui.1.info,  Node: Error screen,  Prev: Transaction screen,  Up: SCREENS

3.4 Error screen
================

This screen will appear if there is a problem, such as a parse error,
when you press g to reload. Once you have fixed the problem, press g
again to reload and resume normal operation. (Or, you can press escape
to cancel the reload attempt.)



Tag Table:
Node: Top88
Node: OPTIONS823
Ref: #options922
Node: KEYS3786
Ref: #keys3883
Node: SCREENS6284
Ref: #screens6371
Node: Accounts screen6461
Ref: #accounts-screen6591
Node: Register screen8629
Ref: #register-screen8786
Node: Transaction screen10674
Ref: #transaction-screen10834
Node: Error screen11701
Ref: #error-screen11825

End Tag Table
