508 lines
22 KiB
Plaintext
508 lines
22 KiB
Plaintext
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HLEDGER-UI(1) hledger User Manuals HLEDGER-UI(1)
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NAME
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hledger-ui is a terminal interface (TUI) for the hledger accounting
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tool. This manual is for hledger-ui 1.22.99.
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SYNOPSIS
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hledger-ui [OPTIONS] [QUERYARGS]
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hledger ui -- [OPTIONS] [QUERYARGS]
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DESCRIPTION
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hledger is a reliable, cross-platform set of programs for tracking
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money, time, or any other commodity, using double-entry accounting and
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a simple, editable file format. hledger is inspired by and largely
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compatible with ledger(1).
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hledger-ui is hledger's terminal interface, providing an efficient
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full-window text UI for viewing accounts and transactions, and some
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limited data entry capability. It is easier than hledger's command-
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line interface, and sometimes quicker and more convenient than the web
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interface.
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Like hledger, it reads data from one or more files in hledger journal,
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timeclock, timedot, or CSV format specified with -f, or $LEDGER_FILE,
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or $HOME/.hledger.journal (on windows, perhaps
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C:/Users/USER/.hledger.journal). For more about this see hledger(1),
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hledger_journal(5) etc.
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Unlike hledger, hledger-ui hides all future-dated transactions by
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default. They can be revealed, along with any rule-generated periodic
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transactions, by pressing the F key (or starting with --forecast) to
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enable "forecast mode".
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OPTIONS
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Note: if invoking hledger-ui as a hledger subcommand, write -- before
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options as shown above.
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Any QUERYARGS are interpreted as a hledger search query which filters
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the data.
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--watch
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watch for data and date changes and reload automatically
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--theme=default|terminal|greenterm
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use this custom display theme
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--register=ACCTREGEX
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start in the (first) matched account's register screen
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--change
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show period balances (changes) at startup instead of historical
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balances
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-l --flat
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show accounts as a flat list (default)
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-t --tree
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show accounts as a tree
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hledger input options:
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-f FILE --file=FILE
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use a different input file. For stdin, use - (default:
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$LEDGER_FILE or $HOME/.hledger.journal)
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--rules-file=RULESFILE
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Conversion rules file to use when reading CSV (default:
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FILE.rules)
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--separator=CHAR
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Field separator to expect when reading CSV (default: ',')
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--alias=OLD=NEW
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rename accounts named OLD to NEW
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--anon anonymize accounts and payees
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--pivot FIELDNAME
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use some other field or tag for the account name
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-I --ignore-assertions
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disable balance assertion checks (note: does not disable balance
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assignments)
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-s --strict
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do extra error checking (check that all posted accounts are
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declared)
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hledger reporting options:
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-b --begin=DATE
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include postings/txns on or after this date (will be adjusted to
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preceding subperiod start when using a report interval)
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-e --end=DATE
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include postings/txns before this date (will be adjusted to fol-
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lowing subperiod end when using a report interval)
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-D --daily
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multiperiod/multicolumn report by day
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-W --weekly
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multiperiod/multicolumn report by week
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-M --monthly
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multiperiod/multicolumn report by month
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-Q --quarterly
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multiperiod/multicolumn report by quarter
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-Y --yearly
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multiperiod/multicolumn report by year
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-p --period=PERIODEXP
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set start date, end date, and/or reporting interval all at once
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using period expressions syntax
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--date2
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match the secondary date instead (see command help for other
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effects)
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-U --unmarked
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include only unmarked postings/txns (can combine with -P or -C)
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-P --pending
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include only pending postings/txns
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-C --cleared
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include only cleared postings/txns
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-R --real
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include only non-virtual postings
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-NUM --depth=NUM
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hide/aggregate accounts or postings more than NUM levels deep
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-E --empty
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show items with zero amount, normally hidden (and vice-versa in
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hledger-ui/hledger-web)
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-B --cost
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convert amounts to their cost/selling amount at transaction time
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-V --market
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convert amounts to their market value in default valuation com-
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modities
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-X --exchange=COMM
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convert amounts to their market value in commodity COMM
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--value
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convert amounts to cost or market value, more flexibly than
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-B/-V/-X
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--infer-market-prices
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use transaction prices (recorded with @ or @@) as additional
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market prices, as if they were P directives
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--auto apply automated posting rules to modify transactions.
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--forecast
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generate future transactions from periodic transaction rules,
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for the next 6 months or till report end date. In hledger-ui,
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also make ordinary future transactions visible.
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--color=WHEN (or --colour=WHEN)
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Should color-supporting commands use ANSI color codes in text
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output. 'auto' (default): whenever stdout seems to be a color-
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supporting terminal. 'always' or 'yes': always, useful eg when
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piping output into 'less -R'. 'never' or 'no': never. A
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NO_COLOR environment variable overrides this.
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When a reporting option appears more than once in the command line, the
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last one takes precedence.
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Some reporting options can also be written as query arguments.
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hledger help options:
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-h --help
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show general or COMMAND help
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--man show general or COMMAND user manual with man
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--info show general or COMMAND user manual with info
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--version
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show general or ADDONCMD version
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--debug[=N]
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show debug output (levels 1-9, default: 1)
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A @FILE argument will be expanded to the contents of FILE, which should
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contain one command line option/argument per line. (To prevent this,
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insert a -- argument before.)
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KEYS
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? shows a help dialog listing all keys. (Some of these also appear in
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the quick help at the bottom of each screen.) Press ? again (or ESCAPE,
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or LEFT, or q) to close it. The following keys work on most screens:
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The cursor keys navigate: right (or enter) goes deeper, left returns to
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the previous screen, up/down/page up/page down/home/end move up and
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down through lists. Emacs-style (ctrl-p/ctrl-n/ctrl-f/ctrl-b) movement
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keys are also supported (but not vi-style keys, since hledger-1.19,
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sorry!). A tip: movement speed is limited by your keyboard repeat
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rate, to move faster you may want to adjust it. (If you're on a mac,
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the karabiner app is one way to do that.)
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With shift pressed, the cursor keys adjust the report period, limiting
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the transactions to be shown (by default, all are shown). shift-
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down/up steps downward and upward through these standard report period
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durations: year, quarter, month, week, day. Then, shift-left/right
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moves to the previous/next period. T sets the report period to today.
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With the --watch option, when viewing a "current" period (the current
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day, week, month, quarter, or year), the period will move automatically
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to track the current date. To set a non-standard period, you can use /
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and a date: query.
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/ lets you set a general filter query limiting the data shown, using
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the same query terms as in hledger and hledger-web. While editing the
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query, you can use CTRL-a/e/d/k, BS, cursor keys; press ENTER to set
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it, or ESCAPEto cancel. There are also keys for quickly adjusting some
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common filters like account depth and transaction status (see below).
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BACKSPACE or DELETE removes all filters, showing all transactions.
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As mentioned above, by default hledger-ui hides future transactions -
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both ordinary transactions recorded in the journal, and periodic trans-
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actions generated by rule. F toggles forecast mode, in which
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future/forecasted transactions are shown.
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ESCAPE resets the UI state and jumps back to the top screen, restoring
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the app's initial state at startup. Or, it cancels minibuffer data
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entry or the help dialog.
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CTRL-l redraws the screen and centers the selection if possible (selec-
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tions near the top won't be centered, since we don't scroll above the
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top).
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g reloads from the data file(s) and updates the current screen and any
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previous screens. (With large files, this could cause a noticeable
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pause.)
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I toggles balance assertion checking. Disabling balance assertions
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temporarily can be useful for troubleshooting.
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a runs command-line hledger's add command, and reloads the updated
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file. This allows some basic data entry.
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A is like a, but runs the hledger-iadd tool, which provides a terminal
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interface. This key will be available if hledger-iadd is installed in
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$path.
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E runs $HLEDGER_UI_EDITOR, or $EDITOR, or a default (emacsclient -a ""
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-nw) on the journal file. With some editors (emacs, vi), the cursor
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will be positioned at the current transaction when invoked from the
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register and transaction screens, and at the error location (if possi-
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ble) when invoked from the error screen.
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B toggles cost mode, showing amounts in their transaction price's com-
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modity (like toggling the -B/--cost flag).
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V toggles value mode, showing amounts' current market value in their
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default valuation commodity (like toggling the -V/--market flag).
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Note, "current market value" means the value on the report end date if
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specified, otherwise today. To see the value on another date, you can
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temporarily set that as the report end date. Eg: to see a transaction
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as it was valued on july 30, go to the accounts or register screen,
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press /, and add date:-7/30 to the query.
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At most one of cost or value mode can be active at once.
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There's not yet any visual reminder when cost or value mode is active;
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for now pressing b b v should reliably reset to normal mode.
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q quits the application.
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Additional screen-specific keys are described below.
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SCREENS
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Accounts screen
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This is normally the first screen displayed. It lists accounts and
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their balances, like hledger's balance command. By default, it shows
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all accounts and their latest ending balances (including the balances
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of subaccounts). If you specify a query on the command line, it shows
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just the matched accounts and the balances from matched transactions.
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Account names are shown as a flat list by default; press t to toggle
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tree mode. In list mode, account balances are exclusive of subac-
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counts, except where subaccounts are hidden by a depth limit (see
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below). In tree mode, all account balances are inclusive of subac-
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counts.
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To see less detail, press a number key, 1 to 9, to set a depth limit.
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Or use - to decrease and +/= to increase the depth limit. 0 shows even
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less detail, collapsing all accounts to a single total. To remove the
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depth limit, set it higher than the maximum account depth, or press
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ESCAPE.
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H toggles between showing historical balances or period balances. His-
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torical balances (the default) are ending balances at the end of the
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report period, taking into account all transactions before that date
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(filtered by the filter query if any), including transactions before
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the start of the report period. In other words, historical balances
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are what you would see on a bank statement for that account (unless
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disturbed by a filter query). Period balances ignore transactions
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before the report start date, so they show the change in balance during
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the report period. They are more useful eg when viewing a time log.
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U toggles filtering by unmarked status, including or excluding unmarked
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postings in the balances. Similarly, P toggles pending postings, and C
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toggles cleared postings. (By default, balances include all postings;
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if you activate one or two status filters, only those postings are
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included; and if you activate all three, the filter is removed.)
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R toggles real mode, in which virtual postings are ignored.
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Z toggles nonzero mode, in which only accounts with nonzero balances
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are shown (hledger-ui shows zero items by default, unlike command-line
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hledger).
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Press right or enter to view an account's transactions register.
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Register screen
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This screen shows the transactions affecting a particular account, like
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a check register. Each line represents one transaction and shows:
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o the other account(s) involved, in abbreviated form. (If there are
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both real and virtual postings, it shows only the accounts affected
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by real postings.)
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o the overall change to the current account's balance; positive for an
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inflow to this account, negative for an outflow.
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o the running historical total or period total for the current account,
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after the transaction. This can be toggled with H. Similar to the
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accounts screen, the historical total is affected by transactions
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(filtered by the filter query) before the report start date, while
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the period total is not. If the historical total is not disturbed by
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a filter query, it will be the running historical balance you would
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see on a bank register for the current account.
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Transactions affecting this account's subaccounts will be included in
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the register if the accounts screen is in tree mode, or if it's in list
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mode but this account has subaccounts which are not shown due to a
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depth limit. In other words, the register always shows the transac-
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tions contributing to the balance shown on the accounts screen. Tree
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mode/list mode can be toggled with t here also.
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U toggles filtering by unmarked status, showing or hiding unmarked
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transactions. Similarly, P toggles pending transactions, and C toggles
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cleared transactions. (By default, transactions with all statuses are
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shown; if you activate one or two status filters, only those transac-
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tions are shown; and if you activate all three, the filter is removed.)
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R toggles real mode, in which virtual postings are ignored.
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Z toggles nonzero mode, in which only transactions posting a nonzero
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change are shown (hledger-ui shows zero items by default, unlike com-
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mand-line hledger).
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Press right (or enter) to view the selected transaction in detail.
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Transaction screen
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This screen shows a single transaction, as a general journal entry,
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similar to hledger's print command and journal format (hledger_jour-
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nal(5)).
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The transaction's date(s) and any cleared flag, transaction code,
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description, comments, along with all of its account postings are
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shown. Simple transactions have two postings, but there can be more
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(or in certain cases, fewer).
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up and down will step through all transactions listed in the previous
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account register screen. In the title bar, the numbers in parentheses
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show your position within that account register. They will vary
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depending on which account register you came from (remember most trans-
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actions appear in multiple account registers). The #N number preceding
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them is the transaction's position within the complete unfiltered jour-
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nal, which is a more stable id (at least until the next reload).
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Error screen
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This screen will appear if there is a problem, such as a parse error,
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when you press g to reload. Once you have fixed the problem, press g
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again to reload and resume normal operation. (Or, you can press escape
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to cancel the reload attempt.)
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TIPS
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Watch mode
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One of hledger-ui's best features is the auto-reloading --watch mode.
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With this flag, it will update the display automatically whenever
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changes are saved to the data files.
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This is very useful when reconciling. A good workflow is to have your
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bank's online register open in a browser window, for reference; the
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journal file open in an editor window; and hledger-ui in watch mode in
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a terminal window, eg:
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$ hledger-ui --watch --register checking -C
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As you mark things cleared in the editor, you can see the effect imme-
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diately without having to context switch. This leaves more mental
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bandwidth for your accounting. Of course you can still interact with
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hledger-ui when needed, eg to toggle cleared mode, or to explore the
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history.
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Watch mode limitations
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There are situations in which it won't work, ie the display will not
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update when you save a change (because the underlying inotify library
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does not support it). Here are some that we know of:
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o Certain editors: saving with gedit, and perhaps any Gnome applica-
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tion, won't be detected (#1617). Jetbrains IDEs, such as IDEA, also
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may not work (#911).
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o Certain unusual filesystems might not be supported. (All the usual
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ones on unix, mac and windows are supported.)
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In such cases, the workaround is to switch to the hledger-ui window and
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press g each time you want it to reload. (Actually, see #1617 for
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another workaround, and let us know if it works for you.)
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If you leave hledger-ui --watch running for days, on certain platforms
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(?), perhaps with many transactions in your journal (?), perhaps with
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large numbers of other files present (?), you may see it gradually
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using more and more memory and CPU over time, as seen in top or Activ-
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ity Monitor or Task Manager.
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A workaround is to quit and restart it, or to suspend it (CTRL-z) and
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restart it (fg) if your shell supports that.
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ENVIRONMENT
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COLUMNS The screen width to use. Default: the full terminal width.
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LEDGER_FILE The journal file path when not specified with -f. Default:
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~/.hledger.journal (on windows, perhaps C:/Users/USER/.hledger.jour-
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nal).
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A typical value is ~/DIR/YYYY.journal, where DIR is a version-con-
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trolled finance directory and YYYY is the current year. Or ~/DIR/cur-
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rent.journal, where current.journal is a symbolic link to YYYY.journal.
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On Mac computers, you can set this and other environment variables in a
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more thorough way that also affects applications started from the GUI
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(say, an Emacs dock icon). Eg on MacOS Catalina I have a
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~/.MacOSX/environment.plist file containing
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{
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"LEDGER_FILE" : "~/finance/current.journal"
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}
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To see the effect you may need to killall Dock, or reboot.
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FILES
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Reads data from one or more files in hledger journal, timeclock, time-
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dot, or CSV format specified with -f, or $LEDGER_FILE, or
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$HOME/.hledger.journal (on windows, perhaps
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C:/Users/USER/.hledger.journal).
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BUGS
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The need to precede options with -- when invoked from hledger is awk-
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ward.
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-f- doesn't work (hledger-ui can't read from stdin).
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-V affects only the accounts screen.
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When you press g, the current and all previous screens are regenerated,
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which may cause a noticeable pause with large files. Also there is no
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visual indication that this is in progress.
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--watch is not yet fully robust. It works well for normal usage, but
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many file changes in a short time (eg saving the file thousands of
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times with an editor macro) can cause problems at least on OSX. Symp-
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toms include: unresponsive UI, periodic resetting of the cursor posi-
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tion, momentary display of parse errors, high CPU usage eventually sub-
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siding, and possibly a small but persistent build-up of CPU usage until
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the program is restarted.
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Also, if you are viewing files mounted from another machine, --watch
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requires that both machine clocks are roughly in step.
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REPORTING BUGS
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Report bugs at http://bugs.hledger.org (or on the #hledger IRC channel
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or hledger mail list)
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AUTHORS
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Simon Michael <simon@joyful.com> and contributors
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COPYRIGHT
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Copyright (C) 2007-2020 Simon Michael.
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Released under GNU GPL v3 or later.
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SEE ALSO
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hledger(1), hledger-ui(1), hledger-web(1), ledger(1)
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hledger-ui-1.22.99 August 2021 HLEDGER-UI(1)
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