From 242f1ecfefb3c083881f766b473f55202c2d9fdc Mon Sep 17 00:00:00 2001 From: Simon Michael Date: Tue, 11 Aug 2020 09:55:51 -0700 Subject: [PATCH] ;examples: sample.csv tweaks, matching new doc --- examples/sample.csv | 5 +++-- examples/sample.csv.rules | 37 +++++++++++++++++++++++++++---------- 2 files changed, 30 insertions(+), 12 deletions(-) diff --git a/examples/sample.csv b/examples/sample.csv index 222921e3c..9821dcb18 100644 --- a/examples/sample.csv +++ b/examples/sample.csv @@ -1,2 +1,3 @@ -"2012/3/22","TRANSFER TO SAVINGS","-10.00" -"2012/3/23","SOMETHING ELSE","5.50" +"Date","Note","Amount" +"2012/3/22","DEPOSIT","50.00" +"2012/3/23","TRANSFER TO SAVINGS","-10.00" diff --git a/examples/sample.csv.rules b/examples/sample.csv.rules index b307b43b7..9eff52c82 100644 --- a/examples/sample.csv.rules +++ b/examples/sample.csv.rules @@ -1,20 +1,37 @@ # hledger csv conversion rules for sample.csv -# cf http://hledger.org/manual#csv-files -account1 assets:bank:checking +# skip the headings line: +skip 1 +# use the first three CSV fields for hledger's transaction date, description and amount: fields date, description, amount -#skip 1 +# specify the date field's format - not needed here since date is Y/M/D +# date-format %-d/%-m/%Y +# date-format %-m/%-d/%Y +# date-format %Y-%h-%d -#date-format %-d/%-m/%Y -#date-format %-m/%-d/%Y -#date-format %Y-%h-%d +# since the CSV amounts have no currency symbol, add one: +currency $ -#currency $ +# set the base account that this CSV file corresponds to +account1 assets:bank:checking -if ITUNES - account2 expenses:entertainment +# set account2 to this: +# account2 Revenues:Misc + +# change it to Expenses:Misc if the csv "amount" field contains a minus sign: +# if %amount - +# account2 Expenses:Misc + +# override it with more specific rules below... + + +# the other account will default to expenses:unknown or income:unknown; +# we can optionally refine it by matching patterns in the CSV record: if (TO|FROM) SAVINGS - account2 assets:bank:savings + account2 assets:bank:savings + +if WHOLE FOODS + account2 expenses:food