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;examples: csv: paypal-custom: more notes, mention paypaljson

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Simon Michael 2024-05-03 10:23:36 -10:00
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examples/csv/paypal-custom.csv.rules
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# Paypal is a large continually-changing maze, and there are personal and business accounts (and variations of those, probably).
# I think the following was true of a personal account circa 2018 and is not too far off in 2024:
# Export CSV from Activity -> Statements -> Custom -> Activity download https://www.paypal.com/reports/dlog
# I have a "Customize report fields" link there, but you might not.
# Possibly having signed up for a free developer account helps.
# Suggested transaction type: "Balance affecting"
# The default fields in 2018 were:
# "Date","Time","TimeZone","Name","Type","Status","Currency","Gross","Fee","Net","From Email Address","To Email Address","Transaction ID","Shipping Address","Address Status","Item Title","Item ID","Shipping and Handling Amount","Insurance Amount","Sales Tax","Option 1 Name","Option 1 Value","Option 2 Name","Option 2 Value","Reference Txn ID","Invoice Number","Custom Number","Quantity","Receipt ID","Balance","Address Line 1","Address Line 2/District/Neighborhood","Town/City","State/Province/Region/County/Territory/Prefecture/Republic","Zip/Postal Code","Country","Contact Phone Number","Subject","Note","Country Code","Balance Impact"
# This rules file assumes the following fields, configured in "Customize report fields":
# "Date","Time","TimeZone","Name","Type","Status","Currency","Gross","Fee","Net","From Email Address","To Email Address","Transaction ID","Item Title","Item ID","Reference Txn ID","Receipt ID","Balance","Note"
#
# As an alternative to downloading CSV, you can get a free developer account,
# download JSON from their API, and convert that to CSV, with paypaljson and paypaljson2csv: https://hledger.org/scripts.html#paypaljson
# This has the advantage of being fully automated, and is what I do.
fields date, time, timezone, description_, type, status_, currency, grossamount, feeamount, netamount, fromemail, toemail, code, itemtitle, itemid, referencetxnid, receiptid, balance, note