Adding concepts (@cindex) to fill Concept Index
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@ -103,6 +103,7 @@ reports and much more...
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@node Quick Installation, Menus, Introduction to Ledger-mode, Introduction to Ledger-mode
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@node Quick Installation, Menus, Introduction to Ledger-mode, Introduction to Ledger-mode
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@section Quick Installation
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@section Quick Installation
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@cindex installation
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The Emacs lisp source for Ledger-mode is included with the source
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The Emacs lisp source for Ledger-mode is included with the source
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distribution of Ledger. It is entirely included in the @file{lisp}
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distribution of Ledger. It is entirely included in the @file{lisp}
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@ -123,6 +124,7 @@ as long as the ledger command line utility is properly installed.
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@node Menus, Quick Demo, Quick Installation, Introduction to Ledger-mode
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@node Menus, Quick Demo, Quick Installation, Introduction to Ledger-mode
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@section Menus
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@section Menus
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@cindex menu
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The vast majority of Ledger-mode functionality is available from the
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The vast majority of Ledger-mode functionality is available from the
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Emacs menu system. The keystrokes are shown in the menu to help you
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Emacs menu system. The keystrokes are shown in the menu to help you
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@ -130,6 +132,7 @@ learn the faster keyboard methods.
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@node Quick Demo, , Menus, Introduction to Ledger-mode
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@node Quick Demo, , Menus, Introduction to Ledger-mode
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@section Quick Demo
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@section Quick Demo
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@cindex demo
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Load the demo file @file{demo.ledger} from the Ledger source
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Load the demo file @file{demo.ledger} from the Ledger source
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@file{test/input} directory. The ledger will be loaded and font
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@file{test/input} directory. The ledger will be loaded and font
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@ -245,6 +248,7 @@ amount.
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@findex ledger-post-auto-adjust-amounts
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@findex ledger-post-auto-adjust-amounts
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@findex ledger-post-amount-alignment-column
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@findex ledger-post-amount-alignment-column
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@kindex TAB
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@kindex TAB
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@cindex transaction, adding
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Beyond the two ways of quickly adding transactions (@pxref{Quick Add})
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Beyond the two ways of quickly adding transactions (@pxref{Quick Add})
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Ledger-mode assists you by providing robust @kbd{TAB} completion for
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Ledger-mode assists you by providing robust @kbd{TAB} completion for
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@ -266,6 +270,7 @@ which defaults to @samp{52}. @xref{Ledger Post Customization Group}.
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@node Quick Balance Display, , Adding Transactions, Adding Transactions
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@node Quick Balance Display, , Adding Transactions, Adding Transactions
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@subsection Quick Balance Display
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@subsection Quick Balance Display
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@kindex C-c C-p
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@kindex C-c C-p
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@cindex balance
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You will often want to quickly check the balance of an account. The
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You will often want to quickly check the balance of an account. The
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easiest way it to position point on the account you are interested in,
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easiest way it to position point on the account you are interested in,
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@ -277,6 +282,8 @@ the balance of the account will be displayed in the minibuffer.
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@section Editing Amounts
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@section Editing Amounts
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@kindex C-c C-b
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@kindex C-c C-b
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@kindex y
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@kindex y
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@cindex calc
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@cindex transaction, editing amounts
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GNU Calc is a very powerful Reverse Polish Notation calculator built
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GNU Calc is a very powerful Reverse Polish Notation calculator built
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into all recent version of Emacs. Ledger-mode makes it easy to
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into all recent version of Emacs. Ledger-mode makes it easy to
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@ -294,6 +301,10 @@ a comma.
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@node Marking Transactions, Deleting Transactions, Editing Amounts, The Ledger Buffer
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@node Marking Transactions, Deleting Transactions, Editing Amounts, The Ledger Buffer
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@section Marking Transactions
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@section Marking Transactions
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@cindex transaction, marking
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@cindex uncleared
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@cindex pending
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@cindex cleared
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Ledger considers transaction or posting to be in one of three states:
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Ledger considers transaction or posting to be in one of three states:
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uncleared, cleared, and pending. For calculation Ledger ignores these
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uncleared, cleared, and pending. For calculation Ledger ignores these
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@ -329,6 +340,7 @@ while in a posting. This places an asterisk prior to the posting.
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@node Deleting Transactions, Sorting Transactions, Marking Transactions, The Ledger Buffer
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@node Deleting Transactions, Sorting Transactions, Marking Transactions, The Ledger Buffer
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@section Deleting Transactions
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@section Deleting Transactions
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@kindex C-c C-d
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@kindex C-c C-d
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@cindex transaction, deleting
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Along with normal buffer editing methods to delete text, Ledger-mode
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Along with normal buffer editing methods to delete text, Ledger-mode
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provides an easy way to delete the transaction under point: @kbd{C-c
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provides an easy way to delete the transaction under point: @kbd{C-c
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@ -338,6 +350,7 @@ transaction operation is in the undo buffer.
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@node Sorting Transactions, Narrowing Transactions, Deleting Transactions, The Ledger Buffer
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@node Sorting Transactions, Narrowing Transactions, Deleting Transactions, The Ledger Buffer
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@section Sorting Transactions
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@section Sorting Transactions
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@kindex C-c C-s
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@kindex C-c C-s
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@cindex transaction, sorting
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As you operating on the Ledger files, they may become disorganized. For
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As you operating on the Ledger files, they may become disorganized. For
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the most part, Ledger doesn't care, but our human brains prefer a bit of
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the most part, Ledger doesn't care, but our human brains prefer a bit of
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@ -376,6 +389,8 @@ at point.
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@node Narrowing Transactions, , Sorting Transactions, The Ledger Buffer
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@node Narrowing Transactions, , Sorting Transactions, The Ledger Buffer
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@section Narrowing Transactions
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@section Narrowing Transactions
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@kindex C-c C-f
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@kindex C-c C-f
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@cindex transaction, narrowing
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@cindex transaction, display filtering
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Often you will want to run Ledger register reports just to look at
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Often you will want to run Ledger register reports just to look at
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a specific set of transactions. If you don't need the running total
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a specific set of transactions. If you don't need the running total
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@ -430,6 +445,7 @@ To show back all transactions simply invoke @samp{Hide Xacts} or
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@node Basics of Reconciliation, Starting a Reconciliation, The Reconcile Buffer, The Reconcile Buffer
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@node Basics of Reconciliation, Starting a Reconciliation, The Reconcile Buffer, The Reconcile Buffer
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@section Basics of Reconciliation
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@section Basics of Reconciliation
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@cindex reconciliation, basics
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Even in this relatively modern era, financial transactions do not happen
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Even in this relatively modern era, financial transactions do not happen
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instantaneously, unless you are paying cash. When you swipe your debit
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instantaneously, unless you are paying cash. When you swipe your debit
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@ -449,6 +465,7 @@ parties agree.
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@section Starting a Reconciliation
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@section Starting a Reconciliation
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@findex ledger-reconcile-default-commodity
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@findex ledger-reconcile-default-commodity
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@kindex C-c C-r
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@kindex C-c C-r
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@cindex reconciliation, starting
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To start reconciling an account you must have a target, both the
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To start reconciling an account you must have a target, both the
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transactions that you know about and the transactions the bank knows
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transactions that you know about and the transactions the bank knows
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@ -476,6 +493,7 @@ not display the complete list of commodities.
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@node Mark Transactions Pending, Edit Transactions During Reconciliation, Starting a Reconciliation, The Reconcile Buffer
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@node Mark Transactions Pending, Edit Transactions During Reconciliation, Starting a Reconciliation, The Reconcile Buffer
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@section Mark Transactions Pending
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@section Mark Transactions Pending
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@kindex SPC
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@kindex SPC
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@cindex reconciliation, transaction marking
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The @file{*Reconcile*} buffer will show all the uncleared transactions
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The @file{*Reconcile*} buffer will show all the uncleared transactions
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that meet the criteria set in the regex. By default uncleared
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that meet the criteria set in the regex. By default uncleared
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@ -489,6 +507,7 @@ difference from your target is zero.
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@section Edit Transactions during Reconciliation
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@section Edit Transactions during Reconciliation
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@kindex RET
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@kindex RET
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@kindex C-c C-c
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@kindex C-c C-c
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@cindex reconciliation, transaction editing
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If you find errors during reconciliation. You can visit the transaction
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If you find errors during reconciliation. You can visit the transaction
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under point in the @file{*Reconcile*} buffer by hitting the @kbd{RET}
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under point in the @file{*Reconcile*} buffer by hitting the @kbd{RET}
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@ -499,6 +518,7 @@ mark the transaction if appropriate.
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@node Finalize Reconciliation, Adding and Deleting Transactions during Reconciliation, Edit Transactions During Reconciliation, The Reconcile Buffer
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@node Finalize Reconciliation, Adding and Deleting Transactions during Reconciliation, Edit Transactions During Reconciliation, The Reconcile Buffer
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@section Finalize Reconciliation
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@section Finalize Reconciliation
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@cindex reconciliation, finalizing
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Once you have marked all transactions as pending and the cleared balance
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Once you have marked all transactions as pending and the cleared balance
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is correct. Finish the reconciliation by typing @kbd{C-c C-c}. This
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is correct. Finish the reconciliation by typing @kbd{C-c C-c}. This
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@ -508,6 +528,7 @@ marks all pending transaction as cleared and saves the ledger buffer.
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@section Adding and Deleting Transactions during Reconciliation
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@section Adding and Deleting Transactions during Reconciliation
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@kindex a
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@kindex a
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@kindex d
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@kindex d
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@cindex reconciliation, transaction adding and deleting
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While reconciling, you may find new transactions that need to be entered
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While reconciling, you may find new transactions that need to be entered
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into your ledger. Simply type @kbd{a} to bring up the quick add for the
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into your ledger. Simply type @kbd{a} to bring up the quick add for the
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@ -519,6 +540,7 @@ Typing @kbd{d} will delete the transaction under point in the
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@node Changing Reconciliation Account, Changing Reconciliation Target, Adding and Deleting Transactions during Reconciliation, The Reconcile Buffer
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@node Changing Reconciliation Account, Changing Reconciliation Target, Adding and Deleting Transactions during Reconciliation, The Reconcile Buffer
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@section Changing Reconciliation Account
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@section Changing Reconciliation Account
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@kindex g
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@kindex g
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@cindex reconciliation, account changing
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You can conveniently switch the account being reconciled by typing
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You can conveniently switch the account being reconciled by typing
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@kbd{g}, and entering a new account to reconcile. This simply restarts
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@kbd{g}, and entering a new account to reconcile. This simply restarts
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@ -528,6 +550,7 @@ the ledger buffer are left in that state when the account is switched.
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@node Changing Reconciliation Target, , Changing Reconciliation Account, The Reconcile Buffer
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@node Changing Reconciliation Target, , Changing Reconciliation Account, The Reconcile Buffer
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@section Changing Reconciliation Target
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@section Changing Reconciliation Target
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@kindex t
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@kindex t
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@cindex reconciliation, target changing
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If for some reason during reconciliation your target amount changes,
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If for some reason during reconciliation your target amount changes,
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type @kbd{t} and enter the new target value.
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type @kbd{t} and enter the new target value.
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@ -544,6 +567,7 @@ type @kbd{t} and enter the new target value.
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@node Running Basic Reports, Adding and Editing Reports, The Report Buffer, The Report Buffer
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@node Running Basic Reports, Adding and Editing Reports, The Report Buffer, The Report Buffer
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@section Running Reports
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@section Running Reports
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@kindex C-c C-o C-r
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@kindex C-c C-o C-r
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@cindex report, running
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The real power behind Ledger is in its amazing reporting capability.
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The real power behind Ledger is in its amazing reporting capability.
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Ledger-mode provides easy facility to run reports directly from Emacs.
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Ledger-mode provides easy facility to run reports directly from Emacs.
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@ -572,6 +596,7 @@ transactions involving that account.
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@kindex S
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@kindex S
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@kindex C-c C-o C-e
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@kindex C-c C-o C-e
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@kindex e
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@kindex e
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@cindex report, adding and editing
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@menu
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@menu
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* Expansion Formats::
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* Expansion Formats::
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@ -600,6 +625,7 @@ report you want removed.
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@node Expansion Formats, Make Report Transactions Active, Adding and Editing Reports, Adding and Editing Reports
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@node Expansion Formats, Make Report Transactions Active, Adding and Editing Reports, Adding and Editing Reports
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@subsection Expansion Formats
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@subsection Expansion Formats
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@cindex report, custom variable
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It is sometimes convenient to leave room to customize a report without
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It is sometimes convenient to leave room to customize a report without
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saving the command line every time. For example running a register
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saving the command line every time. For example running a register
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@ -633,6 +659,7 @@ Note how the double-quotes are escaped with back-slashes.
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@node Make Report Transactions Active, , Expansion Formats, Adding and Editing Reports
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@node Make Report Transactions Active, , Expansion Formats, Adding and Editing Reports
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@subsection Make Report Transactions Active
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@subsection Make Report Transactions Active
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@cindex report, custom command
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In a large register report it is convenient to be able to jump to the
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In a large register report it is convenient to be able to jump to the
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source transaction. Ledger-mode will automatically include source
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source transaction. Ledger-mode will automatically include source
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@ -646,6 +673,7 @@ may not get stripped out of the visible report.
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@node Reversing Report Order, , Adding and Editing Reports, The Report Buffer
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@node Reversing Report Order, , Adding and Editing Reports, The Report Buffer
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@section Reversing Report Order
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@section Reversing Report Order
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@kindex R
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@kindex R
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@cindex report, order reversing
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Often, banks show their online transaction histories with the most
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Often, banks show their online transaction histories with the most
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recent transaction at the top. Ledger itself cannot do a sensible
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recent transaction at the top. Ledger itself cannot do a sensible
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@ -691,6 +719,7 @@ for Ledger under the data options. Alternately you can choose
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@node Ledger Customization Group, Ledger Reconcile Customization Group, Customization Variables, Customization Variables
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@node Ledger Customization Group, Ledger Reconcile Customization Group, Customization Variables, Customization Variables
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@subsection Ledger Customization Group
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@subsection Ledger Customization Group
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@cindex customization, ledger-mode
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@ftable @option
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@ftable @option
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@item ledger-occur-use-face-shown
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@item ledger-occur-use-face-shown
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@ -705,6 +734,7 @@ If non-nil, highlight xact under point using
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@node Ledger Reconcile Customization Group, Ledger Report Customization Group, Ledger Customization Group, Customization Variables
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@node Ledger Reconcile Customization Group, Ledger Report Customization Group, Ledger Customization Group, Customization Variables
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@subsection Ledger Reconcile Customization Group
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@subsection Ledger Reconcile Customization Group
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@cindex customization, reconcile
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@ftable @option
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@ftable @option
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@item ledger-reconcile-default-commodity
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@item ledger-reconcile-default-commodity
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@ -728,6 +758,7 @@ false toggle between uncleared and cleared @samp{*}.
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@node Ledger Report Customization Group, Ledger Faces Customization Group, Ledger Reconcile Customization Group, Customization Variables
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@node Ledger Report Customization Group, Ledger Faces Customization Group, Ledger Reconcile Customization Group, Customization Variables
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@subsection Ledger Report Customization Group
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@subsection Ledger Report Customization Group
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@cindex customization, report
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@ftable @option
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@ftable @option
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@item ledger-reports
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@item ledger-reports
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@ -739,6 +770,7 @@ functions.
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@node Ledger Faces Customization Group, Ledger Post Customization Group, Ledger Report Customization Group, Customization Variables
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@node Ledger Faces Customization Group, Ledger Post Customization Group, Ledger Report Customization Group, Customization Variables
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@subsection Ledger Faces Customization Group
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@subsection Ledger Faces Customization Group
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@cindex customization, faces
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Ledger Faces: Ledger-mode highlighting
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Ledger Faces: Ledger-mode highlighting
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@ -779,6 +811,7 @@ FIXME
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@node Ledger Post Customization Group, Ledger Exec Customization Group, Ledger Faces Customization Group, Customization Variables
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@node Ledger Post Customization Group, Ledger Exec Customization Group, Ledger Faces Customization Group, Customization Variables
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@subsection Ledger Post Customization Group
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@subsection Ledger Post Customization Group
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@cindex customization, post
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Ledger Post:
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Ledger Post:
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@ -797,6 +830,7 @@ Which completion engine to use: @var{iswitchb}, @var{ido}, or built-in.
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@node Ledger Exec Customization Group, Ledger Test Customization Group, Ledger Post Customization Group, Customization Variables
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@node Ledger Exec Customization Group, Ledger Test Customization Group, Ledger Post Customization Group, Customization Variables
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@subsection Ledger Exec Customization Group
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@subsection Ledger Exec Customization Group
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@cindex customization, executable
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Ledger Exec: Interface to the Ledger command-line accounting program.
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Ledger Exec: Interface to the Ledger command-line accounting program.
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@ -809,6 +843,7 @@ Location of the ledger initialization file. nil if you don't have one.
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@node Ledger Test Customization Group, Ledger Texi Customization Group, Ledger Exec Customization Group, Customization Variables
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@node Ledger Test Customization Group, Ledger Texi Customization Group, Ledger Exec Customization Group, Customization Variables
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@subsection Ledger Test Customization Group
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@subsection Ledger Test Customization Group
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@cindex customization, test
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@ftable @option
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@ftable @option
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@item ledger-source-directory
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@item ledger-source-directory
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@ -819,6 +854,7 @@ Directory where the debug binary.
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@node Ledger Texi Customization Group, , Ledger Test Customization Group, Customization Variables
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@node Ledger Texi Customization Group, , Ledger Test Customization Group, Customization Variables
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@subsection Ledger Texi Customization Group
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@subsection Ledger Texi Customization Group
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@cindex customization, texi
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@ftable @option
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@ftable @option
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@item ledger-texi-sample-doc-path
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@item ledger-texi-sample-doc-path
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