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4aab1078ae
2 changed files with 25 additions and 15 deletions
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@ -194,8 +194,10 @@ outside world. This process is called reconciliation (@pxref{Basics of
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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 Minibuffer. Enter @samp{Checking}.
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In the @file{demo.ledger} buffer type @kbd{C-c C-r}. If cursor is on an
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account, Ledger-mode will propose this account, or in the Minibuffer,
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will prompt for an account to reconcile. Hit @kbd{RET} if you are happy
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with proposed account, or enter @samp{Checking} as example.
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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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@ -550,17 +552,25 @@ about. You can get this from a monthly statement, or from checking your
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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 keyboard shortcut @kbd{C-c C-r} and enter the account
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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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@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{$} (USD) as your default commodity.
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If you are working in a different currency you can change the default in
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variable @option{ledger-reconcile-default-commodity} to whatever you
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need. If you work in multiple commodities simply enter the commoditized
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amount (for example @samp{340 VSDX}, for 340 shares of VSDX).
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Use menu @samp{Reconcile Account} or keyboard shortcut @kbd{C-c C-r} to
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start reconciliation.
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If cursor is on an account, Ledger-mode will propose this account, or in
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the Minibuffer, will prompt for an account to reconcile. Hit @kbd{RET}
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if you are happy with proposed account, or enter @samp{Checking} as
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example. Ledger-mode is not particular about what you enter for the
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account. You can leave it blank and @file{*Reconcile*} buffer will show
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you @emph{all} uncleared transactions.
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After you enter the account enter the target amount. It is helpful to
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enter an amount with a commodity. You can also leave it blank, you will
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be able to clear transactions but not benefit from balance calculations.
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It assumes initially that you are using @samp{$} (USD) as your default
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commodity. If you are working in a different currency you can change
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the default in variable @option{ledger-reconcile-default-commodity} to
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whatever you need. If you work in multiple commodities simply enter the
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commoditized amount (for example @samp{340 VSDX}, for 340 shares of
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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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@ -32,9 +32,9 @@
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;; `ledger-single-line-config' macro to form the regex and list of
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;; elements
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(defconst ledger-indent-string "\\(^[ \t]+\\)")
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(defconst ledger-status-string "\\([*! ]?\\)")
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(defconst ledger-status-string "\\(* \\|! \\)?")
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(defconst ledger-account-string "[\\[(]?\\(.*?\\)[])]?")
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(defconst ledger-separator-string "\\s-\\s-")
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(defconst ledger-separator-string "\\s-\\s-+")
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(defconst ledger-amount-string "\\(-?[0-9]+[\\.,][0-9]*\\)")
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(defconst ledger-comment-string "[ \t]*;[ \t]*\\(.*?\\)")
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(defconst ledger-nil-string "\\([ \t]\\)")
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