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