hledger/examples/csv/paypal-2017.csv.rules
2018-01-04 17:10:18 -08:00

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# conversion rules for paypal CSV (pre-2018 format)
# sample:
#Date, Time, Time Zone, Name, Type, Status, Currency, Amount, Receipt ID, Balance,
#"7/20/2009","17:09:22","PDT","Skype","Preapproved Payment Sent","Completed","USD","-10.00","","0.00",
# skip the header line
skip 1
# name the csv fields, and assign some of them as entry fields
fields date, time, timezone, description, type, status_, currency, grossamount, feeamount, netamount, fromemail, toemail, code, counterpartystatus, etc
amount %netamount
#if In Progress
# skip
# date is in US format
date-format %-m/%-d/%Y
# save some other fields as tags
comment type:%5, status:%6
# set the base account for all txns
account1 assets:personal:online:paypal
# conditional blocks
# "Update" txns are duplicates, mark them for manual cleanup
if
Update to
account2 IGNORE
description (DELETE) %4
amount 0
# replace USD currency symbol with $
# matches against the whole record, good enough
if
,USD,
currency $
# set a more specific account2 for txns matching these patterns:
if
INTEREST PAYMENT
account2 revenues:personal:interest
if
AVAAZ FOUNDATION
account2 expenses:personal:gifts:charity
include .common.rules