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Here's a quick example of reading CSV data with hledger.
Say we have downloaded checking.csv from a bank for the first time:
"Date","Note","Amount"
"2012/3/22","DEPOSIT","50.00"
"2012/3/23","TRANSFER TO SAVINGS","-10.00"
We tell hledger how to intepret this with a file named checking.csv.rules, using the CSV rules syntax. Eg:
# skip the first CSV line (headings)
skip 1
# use the first three fields in each CSV record as transaction date, description and amount respectively
fields date, description, amount
# prepend $ to CSV amounts
currency $
# always set the first account to assets:bank:checking
account1 assets:bank:checking
# if the CSV record contains ‘SAVINGS’, set the second account to assets:bank:savings
# (if not set, it will be expenses:unknown or income:unknown)
if SAVINGS
account2 assets:bank:savings
Now hledger can read this CSV file as journal data:
$ hledger -f checking.csv print
using conversion rules file checking.csv.rules
2012/03/22 DEPOSIT
income:unknown $-50.00
assets:bank:checking $50.00
2012/03/23 TRANSFER TO SAVINGS
assets:bank:savings $10.00
assets:bank:checking $-10.00
We might save this output as checking.journal, and/or merge it (manually, or using the import command) into the main journal file.
We could also just run reports on the CSV file directly:
$ hledger -f checking.csv balance
using conversion rules file checking.csv.rules
$50.00 assets:bank
$40.00 checking
$10.00 savings
$-50.00 income:unknown
--------------------
0
Here are more CSV rules examples.
Here's how to Customize default CSV accounts.
There are many alternate CSV conversion tools at plaintextaccounting.org -> data import/conversion (nine CSV->*ledger tools at last count). hledger-import-dsl is a fully programmable hledger-ish option.
This is the hledger Cookbook, part of the hledger website, managed in github. View in context at: hledger.org