[doc] Improve documentation about "choose account to reconcile"".

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thdox 2015-02-26 20:03:08 +01:00
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@ -194,8 +194,10 @@ outside world. This process is called reconciliation (@pxref{Basics of
Reconciliation}) and can be quite onerous. Ledger-mode attempts to make
it as painless as possible.
In the @file{demo.ledger} buffer type @kbd{C-c C-r}. Emacs will prompt
for an account to reconcile in the Minibuffer. Enter @samp{Checking}.
In the @file{demo.ledger} buffer type @kbd{C-c C-r}. If cursor is on an
account, Ledger-mode will propose this account, or in the Minibuffer,
will prompt for an account to reconcile. Hit @kbd{RET} if you are happy
with proposed account, or enter @samp{Checking} as example.
Emacs will then prompt for a target value. The target value is the
amount you want the cleared transactions in the buffer to total.
Normally this would be the ending value from your bank statement, or the
@ -550,17 +552,25 @@ about. You can get this from a monthly statement, or from checking your
on-line transaction history. It also helps immensely to know the final
cleared balance you are aiming for.
Use menu @samp{Reconcile Account} or keyboard shortcut @kbd{C-c C-r} and enter the account
you wish to reconcile in the Minibuffer. Ledger-mode is not particular
about what you enter for the account. You can leave it blank and
@file{*Reconcile*} buffer will show you @emph{all} uncleared
transactions. After you enter the account enter the target amount.
Ledger expects you to enter an amount with a commodity. It assumes
initially that you are using @samp{$} (USD) as your default commodity.
If you are working in a different currency you can change the default in
variable @option{ledger-reconcile-default-commodity} to whatever you
need. If you work in multiple commodities simply enter the commoditized
amount (for example @samp{340 VSDX}, for 340 shares of VSDX).
Use menu @samp{Reconcile Account} or keyboard shortcut @kbd{C-c C-r} to
start reconciliation.
If cursor is on an account, Ledger-mode will propose this account, or in
the Minibuffer, will prompt for an account to reconcile. Hit @kbd{RET}
if you are happy with proposed account, or enter @samp{Checking} as
example. Ledger-mode is not particular about what you enter for the
account. You can leave it blank and @file{*Reconcile*} buffer will show
you @emph{all} uncleared transactions.
After you enter the account enter the target amount. It is helpful to
enter an amount with a commodity. You can also leave it blank, you will
be able to clear transactions but not benefit from balance calculations.
It assumes initially that you are using @samp{$} (USD) as your default
commodity. If you are working in a different currency you can change
the default in variable @option{ledger-reconcile-default-commodity} to
whatever you need. If you work in multiple commodities simply enter the
commoditized amount (for example @samp{340 VSDX}, for 340 shares of
VSDX).
Ledger-mode reconcile cannot currently reconcile accounts that have
multiple commodities, such as brokerage accounts. You may use