version 1.6, 2020/11/23 18:46:05 |
version 1.7, 2020/11/25 15:04:25 |
Line 61 configuration file in the current directory. |
|
Line 61 configuration file in the current directory. |
|
.Ss Configuration file format |
.Ss Configuration file format |
Each file of the form |
Each file of the form |
.Pa import_ Ns Ar accountname Ns Pa .txt |
.Pa import_ Ns Ar accountname Ns Pa .txt |
in the current directory is a configuration file used to |
in the current directory is a configuration file that contains rules |
import transactions from a financial institution. |
used to import transactions from a financial institution. |
Like all |
Like all |
.Xr pta 1 |
.Xr pta 1 |
input files, it is an |
input files, it is an |
Line 72 as the field delimiter and using the hash character |
|
Line 72 as the field delimiter and using the hash character |
|
.Pq Sq # |
.Pq Sq # |
in the first column to mark lines as ignored. |
in the first column to mark lines as ignored. |
.Pp |
.Pp |
Each file contains one line beginning with |
The rules are as follows: |
.Qq ACCOUNT |
.Bl -tag -width Ds |
and is followed by whitespace and then an account number. |
.It Ic ACCOUNT Ar csv_account_number |
.Pp |
The number in |
Each file contains lines of the form |
.Xr pta-accounts 5 |
.Pp |
of the bank or credit card account this CSV file contains entries for. |
.Ar selector account_number booking_identifier |
This rule is required in every configuration file. |
.Pp |
.It Ic DELIM Ar delimiter |
The |
The character used to separate fields. |
|
This rule is required in every configuration file. |
|
Most financial institutions use commas but some use semicolons. |
|
.It Ic HEADER Ar header |
|
Skip the first line of the CSV file if it matches the |
|
.Ar header |
|
line verbatim, or cause parsing to fail if it does not. |
|
.It Ic IGNORE Ar regular_expression |
|
Skip all lines in the CSV file matching the |
|
.Ar regular_expression . |
|
.It Ic QUOTE Ar quote |
|
Expects that every field starts and ends with the |
|
.Ar quote |
|
character. |
|
.It Ar selector account_number booking_identifier |
|
Lines in the CSV file that match the |
.Ar selector |
.Ar selector |
is a string consisting of regular expressions |
are associated with the contra account |
separated by commas. |
|
Its fields correspond to header fields in the financial |
|
institution's CSV file and is used to classify transactions |
|
that match the search pattern. |
|
The first selector that |
|
matches a transaction wins. |
|
.Pp |
|
The |
|
.Ar account_number |
.Ar account_number |
corresponds to an account number in |
and are assigned the |
.Pa ./accounts.txt . |
.Ar booking_identifier . |
The |
The selector is a string consisting of regular expressions separated |
.Ar booking_identifier |
by delimiters defined in the |
is defined by the user to classify |
.Ic DELIM |
the transaction. |
rule. |
|
.El |
.Sh FILES |
.Sh FILES |
.Bl -tag -width Ds -compact |
.Bl -tag -width Ds -compact |
.It Pa ./import_bbva_usa.txt |
.It Pa ./import_bbva_usa.txt |