Added Copying Transaction section
Consistency of Minibuffer spelling Improved Add Transaction section Renamed xact to transaction Renamed old menu entry from "Hide Xacts" to "Narrow to Regex" Calc surrounded with @command
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1 changed files with 61 additions and 47 deletions
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@ -162,10 +162,11 @@ format. Then type the first few characters of another payee in the
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search for a Payee that has the same beginning and copy the rest of the
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transaction to you new entry.
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Additionally you can use the ledger xact command, by typing @kbd{C-c
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C-a} then typing a close match to the payee. Ledger-mode will call
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@command{ledger xact} with the data you enter and place the transaction
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in the proper chronological place in the ledger.
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Additionally you can use the ledger @command{xact} command, by either
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typing @kbd{C-c C-a} or using @samp{Add Transaction} menu entry. Then
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typing a close match to the payee. Ledger-mode will call @command{ledger
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xact} with the data you enter and place the transaction in the proper
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chronological place in the ledger.
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@node Reconciliation, Reports, Quick Add, Quick Demo
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@subsection Reconciliation
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@ -180,7 +181,7 @@ Reconciliation}) and can be quite onerous. Ledger-mode attempts to make
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it as painless as possible.
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In the @file{demo.ledger} buffer type @kbd{C-c C-r}. Emacs will prompt
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for an account to reconcile in the mini-buffer. Enter @samp{Checking}.
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for an account to reconcile in the Minibuffer. Enter @samp{Checking}.
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Emacs will then prompt for a target value. The target value is the
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amount you want the cleared transactions in the buffer to total.
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Normally this would be the ending value from your bank statement, or the
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@ -205,11 +206,11 @@ finally cleared. Type @kbd{q} to close out the reconciliation buffer.
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The real power of Ledger is in it reporting capabilities. Reports can
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be run and displayed in a separate Emacs buffer. In the
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@file{demo.ledger} buffer, type @kbd{C-c C-o C-r}. In the mini-buffer
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@file{demo.ledger} buffer, type @kbd{C-c C-o C-r}. In the Minibuffer
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Emacs will prompt for a report name. There are a few built-in reports,
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and you can add any report you need @xref{Adding and Editing Reports}.
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In the mini-buffer type @samp{account}. When prompted for an account
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In the Minibuffer type @samp{account}. When prompted for an account
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type @samp{checking}. In another buffer you will see a Ledger register
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report. You can move around the buffer, with the point on a transaction,
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type @kbd{C-c C-c}. Ledger-mode will take you directly to that
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@ -227,7 +228,7 @@ will be shown.
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A ledger file can get very large. It can be helpful to collapse the
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buffer to display only the transactions you are interested in.
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Ledger-mode copies the @command{occur} mode functionality. Typing
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@kbd{C-c C-f} and entering any regex in the mini-buffer will show only
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@kbd{C-c C-f} and entering any regex in the Minibuffer will show only
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transactions that match the regex. The regex can be on any field, or
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amount.
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@ -236,6 +237,7 @@ amount.
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@menu
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* Adding Transactions::
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* Copying Transactions::
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* Editing Amounts::
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* Marking Transactions::
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* Deleting Transactions::
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@ -243,7 +245,7 @@ amount.
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* Narrowing Transactions::
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@end menu
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@node Adding Transactions, Editing Amounts, The Ledger Buffer, The Ledger Buffer
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@node Adding Transactions, Copying Transactions, The Ledger Buffer, The Ledger Buffer
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@section Adding Transactions
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@findex ledger-post-auto-adjust-amounts
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@findex ledger-post-amount-alignment-column
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@ -274,30 +276,42 @@ which defaults to @samp{52}. @xref{Ledger Post Customization Group}.
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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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and type @kbd{C-c C-p}. The minibuffer will ask you to verify the name
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and type @kbd{C-c C-p}. The Minibuffer will ask you to verify the name
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of the account you want, if it is already correct hit @kbd{RET}, then
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the balance of the account will be displayed in the minibuffer.
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the balance of the account will be displayed in the Minibuffer.
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@node Editing Amounts, Marking Transactions, Adding Transactions, The Ledger Buffer
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@node Copying Transactions, Editing Amounts, Adding Transactions, The Ledger Buffer
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@section Copying Transactions
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@kindex C-c C-k
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@cindex transaction, copying
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An easy way to copy a transaction is to type @kbd{C-c C-k} or menu entry
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@samp{Copy Trans at Point}. You will be prompted the new date for the
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copied transaction, and after having confirmed with @kbd{RET}, new
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transaction will be inserted at @emph{date} position in buffer.
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@node Editing Amounts, Marking Transactions, Copying Transactions, The Ledger Buffer
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@section Editing Amounts
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@kindex C-c C-b
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@kindex y
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@cindex calc
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@cindex Calc
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@cindex GNU Emacs Calculator
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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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into all recent version of Emacs. Ledger-mode makes it easy to
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calculate values for amount by integrating GNU Calc. With the point
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anywhere in the same line as a posting, typing @kbd{C-c C-b} will bring
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up the Calc buffer, and push the current amount for the posting onto the
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top of the Calc stack. Perform any calculations you need to arrive at
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the final value, then type @kbd{y} to yank the value at the top of stack
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back into the ledger buffer. Note: GNU Calc does not directly support
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commas as decimal separators. Ledger-mode will translate values from
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decimal-comma format to decimal-period format for use in Calc, but it
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cannot intercept the value being yanked form the Calc stack, so
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decimal-comma users will have to manually replace the period with
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a comma.
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GNU Emacs Calculator, aka @samp{Calc}, is a very powerful Reverse Polish
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Notation calculator built into all recent version of Emacs. Ledger-mode
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makes it easy to calculate values for amount by integrating
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@command{Calc}. With the point anywhere in the same line as a posting,
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typing @kbd{C-c C-b} will bring up the @file{Calc} buffer, and push the
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current amount for the posting onto the top of the @command{Calc} stack.
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Perform any calculations you need to arrive at the final value, then
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type @kbd{y} to yank the value at the top of stack back into the ledger
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buffer. Note: @command{Calc} does not directly support commas as
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decimal separators. Ledger-mode will translate values from
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decimal-comma format to decimal-period format for use in @command{Calc},
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but it cannot intercept the value being yanked form the @command{Calc}
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stack, so decimal-comma users will have to manually replace the period
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with a comma.
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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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@ -375,7 +389,7 @@ markup within your ledger. For example:
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; Ledger-mode: Start sort
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<<< xacts to sort >>>
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<<< transactions to sort >>>
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; Ledger-mode: End sort
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@ -404,8 +418,8 @@ The regular expression can match on any part of the transaction. If you
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want to find all transactions whose amount ends in @samp{.37}, you can
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do that (I don't know why, but hey, whatever ever floats you aerostat).
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Using @kbd{C-c C-f} or the @samp{Hide Xacts} menu entry, enter a regular
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expression in the minibuffer. Ledger-mode will hide all other
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Using @kbd{C-c C-f} or the @samp{Narrow to Regex} menu entry, enter
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a regular expression in the Minibuffer. Ledger-mode will hide all other
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transactions. For details of the regular expression syntax, see
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@ref{(emacs)Regexps, Syntax of Regular Expressions} or
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@ref{(elisp)Regular Expressions, Regular Expressions}. A few examples
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@ -426,7 +440,7 @@ Show only transactions with payees or accounts or comments containing.
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Show only transactions with any line ending with @samp{harley}.
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@end table
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To show back all transactions simply invoke @samp{Hide Xacts} or
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To show back all transactions simply invoke @samp{Narrow to Regex} or
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@kbd{C-c C-f} again.
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@node The Reconcile Buffer, The Report Buffer, The Ledger Buffer, Top
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@ -470,20 +484,20 @@ parties agree.
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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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about. You can get this from a monthly statement, or from checking your
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online transaction history. It also helps immensely to know the final
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on-line transaction history. It also helps immensely to know the final
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cleared balance you are aiming for.
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Use menu @samp{Reconcile Account} or @kbd{C-c C-r} and enter the account
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you wish to reconcile in the mini-buffer. Ledger-mode is not particular
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you wish to reconcile in the Minibuffer. Ledger-mode is not particular
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about what you enter for the account. You can leave it blank and
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Reconcile Mode will show you @emph{all} uncleared transactions. After
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you enter the account enter the target amount. Ledger expects you to
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enter an amount with a commodity. It assumes initially that you are
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using @samp{$} (USD) as your default commodity. If you are working in
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a different currency you can change the default in variable
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@option{ledger-reconcile-default-commodity} to whatever you need. If
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you work in multiple commodities simply enter the commoditized amount
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(for example @samp{340 VSDX}, for 340 shares of VSDX).
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@file{*Reconcile*} buffer will show you @emph{all} uncleared
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transactions. After you enter the account enter the target amount.
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Ledger expects you to enter an amount with a commodity. It assumes
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initially that you are using @samp{$} (USD) as your default commodity.
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If you are working in a different currency you can change the default in
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variable @option{ledger-reconcile-default-commodity} to whatever you
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need. If you work in multiple commodities simply enter the commoditized
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amount (for example @samp{340 VSDX}, for 340 shares of VSDX).
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Ledger-mode reconcile cannot currently reconcile accounts that have
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multiple commodities, such as brokerage accounts. You may use
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@ -676,7 +690,7 @@ may not get stripped out of the visible report.
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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 on-line transaction histories with the most
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recent transaction at the top. Ledger itself cannot do a sensible
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ledger report in reverse chronological order, if you sort on reverse
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date the calculation will also run in the opposite direction. If you
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@ -724,12 +738,12 @@ for Ledger under the data options. Alternately you can choose
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@ftable @option
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@item ledger-occur-use-face-shown
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If non-nil, use a custom face for xacts shown in @option{ledger-occur}
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mode using @option{ledger-occur-xact-face}.
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If non-nil, use a custom face for transactions shown in
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@option{ledger-occur} mode using @option{ledger-occur-xact-face}.
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@item ledger-clear-whole-transactions
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If non-nil, clear whole transactions, not individual postings.
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@item ledger-highlight-xact-under-point
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If non-nil, highlight xact under point using
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If non-nil, highlight transaction under point using
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@option{ledger-font-highlight-face}.
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@end ftable
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@ -742,13 +756,13 @@ If non-nil, highlight xact under point using
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The default commodity for use in target calculations in ledger
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reconcile. Defaults to @samp{$} (USD).
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@item ledger-recon-buffer-name
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Name to use for reconciliation window.
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Name to use for reconciliation buffer. Defaults to @file{*Reconcile*}.
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@item ledger-narrow-on-reconcile
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If non-nil, limit transactions shown in main buffer to those matching
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the reconcile regex.
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@item ledger-buffer-tracks-reconcile-buffer
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If non-nil, then when the cursor is moved to a new xact in the recon
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window.
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If non-nil, then when the cursor is moved to a new transaction in the
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reconcile window.
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@item ledger-reconcile-force-window-bottom
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If non-nil, make the reconcile window appear along the bottom of the
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register window and resize.
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