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author | John Wiegley <johnw@newartisans.com> | 2005-03-08 06:50:51 +0000 |
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committer | John Wiegley <johnw@newartisans.com> | 2008-04-13 02:41:06 -0400 |
commit | 8187bd159dbae28b6cc5c196718e75a1b03b9985 (patch) | |
tree | a93227bf7b971fb733050fbbeeb84450d269e134 | |
parent | ecee0bc921452ff7fb3b4938e53f288bf6aa7143 (diff) | |
download | fork-ledger-8187bd159dbae28b6cc5c196718e75a1b03b9985.tar.gz fork-ledger-8187bd159dbae28b6cc5c196718e75a1b03b9985.tar.bz2 fork-ledger-8187bd159dbae28b6cc5c196718e75a1b03b9985.zip |
doc updates
-rw-r--r-- | config.cc | 6 | ||||
-rw-r--r-- | ledger.texi | 202 |
2 files changed, 189 insertions, 19 deletions
@@ -402,6 +402,9 @@ Output customization:\n\ --dow show a days-of-the-week report\n\ -S, --sort EXPR sort report according to the value expression EXPR\n\ -w, --wide for the default register report, use 132 columns\n\ + --head COUNT show only the first COUNT entries (negative inverts)\n\ + --tail COUNT show only the last COUNT entries (negative inverts)\n\ + --pager PAGER send all output through the given PAGER program\n\ -A, --average report average transaction amount\n\ -D, --deviation report deviation from the average\n\ -%, --percentage report balance totals as a percentile of the parent\n\ @@ -505,6 +508,9 @@ void option_disp_help(std::ostream& out) --dow show a days-of-the-week report\n\ -S, --sort EXPR sort report according to the value expression EXPR\n\ -w, --wide for the default register report, use 132 columns\n\ + --head COUNT show only the first COUNT entries (negative inverts)\n\ + --tail COUNT show only the last COUNT entries (negative inverts)\n\ + --pager PAGER send all output through the given PAGER program\n\ -A, --average report average transaction amount\n\ -D, --deviation report deviation from the average\n\ -%, --percentage report balance totals as a percentile of the parent\n\ diff --git a/ledger.texi b/ledger.texi index 45f5e1ee..a94678b1 100644 --- a/ledger.texi +++ b/ledger.texi @@ -717,7 +717,7 @@ the following options: @item -C, --cleared Consider only cleared transactions. @item -U, --uncleared -Consider only uncleared transactions. +Consider only uncleared and pending transactions. @item -R, --real Consider only real (non-virtual) transactions. @item -L, --actual @@ -727,8 +727,10 @@ Consider only actual (non-automated) transactions. Cleared transactions are indicated by an asterix placed just before the payee name in a transaction. The meaning of this flag is up to the user, but typically it means that an entry has been seen on a -financial statement. Uncleared transactions are things like uncashed -checks, credit charges that haven't appeared on a statement yet, etc. +financial statement. Pending transactions use an exclamation mark in +the same position, but are mainly used only by reconciling software. +Uncleared transactions are for things like uncashed checks, credit +charges that haven't appeared on a statement yet, etc. Real transactions are all non-virtual transactions, where the account name is not surrounded by parentheses or square brackets. Virtual @@ -1110,6 +1112,23 @@ acolumns, instead of 80. You are more likely then to see full payee and account names, as well as properly formatted totals when long-named commodities are used. +If you want only the first or last N entries to be printed---which can +be very useful for viewing the last 10 entries in your checking +account, while also showing the cumulative balance from all +entries---use the @option{--head} and/or @option{--tail} options. The +two options may be used simultaneously, for example: + +@example +ledger --tail 20 reg checking +@end example + +If the output from your command is very long, Ledger can output the +data to a pager utility, such as @command{more} or @command{less}: + +@example +ledger --pager /usr/bin/less reg checking +@end example + @subsubsection Averages and percentages @c -A, --average report average transaction amount @@ -1375,15 +1394,30 @@ order to plot either the amount or total column, respectively. @subsection print -The @command{print} command prints out ledger entries just as they -appear in the original ledger. They will be properly formatted, and -output in the most economic form possible. The ``print'' command also -takes a list of optional regexps, which will cause only those +The @command{print} command prints out ledger entries in a textual +format that can be parsed by Ledger. They will be properly formatted, +and output in the most economic form possible. The ``print'' command +also takes a list of optional regexps, which will cause only those transactions which match in some way to be printed. The @command{print} command can be a handy way to clean up a ledger file whose formatting has gotten out of hand. +@subsection output + +The @command{output} command is very similar to the @command{print} +command, except that it attempts to replicate the specified ledger +file exactly. The format of the command is: + +@example +ledger -f FILENAME output FILENAME +@end example + +Where @file{FILENAME} is the name of the ledger file to output. The +reason for specifying this command is that only entries contained +within that file will be output, and not an included entries (as can +happen with the @command{print} command). + @subsection xml The @command{xml} command outputs results similar to what @@ -1392,6 +1426,17 @@ This data can then be read in and processed. Use the @option{--totals} option to include the running total with each transaction. +@subsection emacs + +The @command{emacs} command outputs results in a form that can be read +directly by Emacs Lisp. The format of the sexp is: + +@example +((BEG-POS CLEARED DATE CODE PAYEE + (ACCOUNT AMOUNT)...) ; list of transactions + ...) ; list of entries +@end example + @subsection equity The @command{equity} command prints out accounts balances as if they @@ -1405,6 +1450,10 @@ commodities. The @option{-A} flag is useful with this report, to display the running average price, or @option{-D} to show each price's deviation from that average. +There is also a @command{pricesdb} command which outputs the same +information as @command{prices}, but does in a format that can be +parsed by Ledger. + @subsection entry The @command{entry} commands simplifies the creation of new entries. @@ -1685,6 +1734,19 @@ expressions}. @option{--wide} (@option{-w}) causes the default @command{register} report to assume 132 columns instead of 80. +@option{--head} causes only the first N entries to be printed. This +is different from using the command-line utility @command{head}, which +would limit to the first N transactions. @option{--tail} outputs only +the last N entries. Both options may be used simultaneously. If a +negative amount is given, it will invert the meaning of the flag +(instead of the first five entries being printed, for example, it +would print all but the first five). + +@option{--pager} tells Ledger to pass its output to the given pager +program---very useful when the output is especially long. This +behavior can be made the default by setting the @env{LEDGER_PAGER} +environment variable. + @option{--average} (@option{-A}) reports the average transaction value. @@ -1898,6 +1960,15 @@ Inserts the result of formatting a transaction's date with a date format string, exactly like those supported by @code{strftime}. For example: @samp{%[%Y/%m/%d %H:%M:%S]}. +@item S +Insert the pathname of the file from which the entry's data was read. + +@item B +Inserts the beginning character position of that entry within the file. + +@item E +Inserts the ending character position of that entry within the file. + @item D By default, this is the same as @samp{%[%Y/%m%/d]}. The date format used can be changed at any time with the @option{-y} flag, however. @@ -2134,18 +2205,29 @@ An amount in braces can be any kind of amount supported by ledger, with or without a commodity. Use this for decimal values. @item /REGEXP/ +@item W/REGEXP/ A regular expression that matches against an account's full name. If a transaction, this will match against the account affected by the transaction. @item //REGEXP/ +@item p/REGEXP/ A regular expression that matches against an entry's payee name. @item ///REGEXP/ +@item w/REGEXP/ A regular expression that matches against an account's base name. If a transaction, this will match against the account affected by the transaction. +@item c/REGEXP/ +A regular expression that matches against the entry code (the text +that occurs between parentheses before the payee name). + +@item e/REGEXP/ +A regular expression that matches against a transaction's note, or +comment field. + @item (EXPR) A sub-expression is nested in parenthesis. This can be useful passing more complicated arguments to functions, or for overriding the natural @@ -2268,14 +2350,17 @@ by any number of lines, each beginning with whitespace, to denote the entry's account transactions. The format of the first line is: @example -DATE [*] [(CODE)] DESC +DATE [*|!] [(CODE)] DESC @end example If @samp{*} appears after the date, it indicates that entry is ``cleared'', meaning it has been seen a bank statement, or otherwise -verified. If a @samp{CODE} appears in parentheses, it may be used to -indicate a check number, or the type of the transaction. Following -these is the payee, or a description of the transaction. +verified. If @samp{!} appears after the date, it indicates that the +entry is ``pending''; i.e., tentatively cleared from the user's point +of view, but not yet cleared with your financial institution. If a +@samp{CODE} appears in parentheses, it may be used to indicate a check +number, or the type of the transaction. Following these is the payee, +or a description of the transaction. @item = An automated entry. A value expression must appear after the equal @@ -2344,12 +2429,24 @@ defaults to @file{~/.pricedb}. The syntax for this command is: N SYMBOL @end example -@item D SYMBOL -The @command{entry} command will use the given commodity as the -default when none other can be determined. The syntax for this -command is: +@item D AMOUNT +Specifies the default commodity to use, by specifying an amount in the +expected format. The @command{entry} command will use this commodity +as the default when none other can be determined. This command may be +used multiple times, to set the default flags for different +commodities; whichever is seen last is used as the default commodity. +For example, to set US dollars as the default commodity, while also +setting the thousands flag and decimal flag for that commodity, use: +@example +D $1,000.00 +@end example + +@item C AMOUNT1 = AMOUNT2 +Specifies a commodity conversion, where the first amount is given to +be equivalent to the second amount. The first amount should use the +decimal precision desired during reporting: @example -D SYMBOL +C 1.00 Kb = 1024 bytes @end example @item i, o, b, h @@ -3461,13 +3558,80 @@ previous section). @item C-c C-c Toggles the ``cleared'' flag of the transaction under point. +@item C-c C-d +Delete the entry under point. + @item C-c C-r Reconciles an account by displaying the transactions in another -buffer, where simply hitting the spacebar will toggle the cleared flag -of the transaction in the ledger. It also displays the current -cleared balance for the account in the modeline. +buffer, where simply hitting the spacebar will toggle the pending flag +of the transaction in the ledger. Once all the appropriate +transactions have been marked, press C-c C-c in the reconcile buffer +to ``commit'' the reconciliation, which will mark all of the entries +as cleared, and display the new cleared balance in the minibuffer. + +@item C-c C-m +Set the default month for new entries added with C-c C-a. This is +handy if you have a large number of transactions to enter from a +previous month. + +@item C-c C-y +Set the default year for new entries added with C-c C-a. This is +handy if you have a large number of transactions to enter from a +previous year. +@end table + +Once you enter the reconcile buffer, there are several key commands +available: + +@table @strong +@item RET +Visit the ledger file entry corresponding to the reconcile entry. + +@item C-c C-c +Commit the reconcialation. This marks all of the marked transactions +as ``cleared'', saves the ledger file, and then displays the new +cleared balance. + +@item C-l +Refresh the reconcile buffer by re-reading transactions from the +ledger data file. + +@item SPC +Toggle the transaction under point as cleared. + +@item a +Add a new entry to the ledger data file, and refresh the reconcile +buffer to include its transactions (if the entry is added to the same +account as the one being reconciled). + +@item d +Delete the entry related to the transaction under point. Note: This +may result in multiple transactions being deleted. + +@item n +Move to the next line. + +@item p +Move to the previous line. + +@item C-c C-r +@item r +Attempt to auto-reconcile the transactions to the entered balance. If +it can do so, it will mark all those transactions as pending that +would yield the specified balance. + +@item C-x C-s +@item s +Save the ledger data file, and show the current cleared balance for +the account being reconciled. + +@item q +Quit the reconcile buffer. @end table +There is also an @command{emacs} command which can be used to output +reports in a format directly @code{read}-able from Emacs Lisp. + @node Using GnuCash to Keep Your Ledger, Using timeclock to record billable time, Using Emacs to Keep Your Ledger, Keeping a ledger @section Using GnuCash to Keep Your Ledger |