===================================================================
RCS file: /cvs/pta/pta_import.1,v
retrieving revision 1.6
retrieving revision 1.9
diff -u -p -r1.6 -r1.9
--- pta/pta_import.1	2020/11/23 18:46:05	1.6
+++ pta/pta_import.1	2020/11/28 15:10:36	1.9
@@ -1,4 +1,4 @@
-.\" $Id: pta_import.1,v 1.6 2020/11/23 18:46:05 freda Exp $
+.\" $Id: pta_import.1,v 1.9 2020/11/28 15:10:36 freda Exp $
 .\"
 .\" Copyright (c) 2020 Freda Bundchen
 .\"
@@ -14,7 +14,7 @@
 .\" ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF
 .\" OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.
 .\"
-.Dd $Mdocdate: November 23 2020 $
+.Dd $Mdocdate: November 28 2020 $
 .Dt PTA_IMPORT 1
 .Os
 .Sh NAME
@@ -44,10 +44,14 @@ is exactly one of
 .It
 .Cm bbva_usa
 .It
+.Cm capital_one_360
+.It
 .Cm capital_one_credit
 .It
 .Cm chase_credit
 .It
+.Cm etrade_ira
+.It
 .Cm optum_hsa
 .It
 .Cm sparkasse_camt
@@ -56,13 +60,11 @@ is exactly one of
 .El
 .Pp
 and corresponds to an existing
-.Pa import_ Ns Ar accountname Ns Pa .txt
-configuration file in the current directory.
+.Pa ./import/ Ns Ar accountname Ns Pa .txt
+configuration file.
 .Ss Configuration file format
-Each file of the form
-.Pa import_ Ns Ar accountname Ns Pa .txt
-in the current directory is a configuration file used to
-import transactions from a financial institution.
+Each configuration file contains rules
+used to import transactions from a financial institution.
 Like all
 .Xr pta 1
 input files, it is an
@@ -72,40 +74,50 @@ as the field delimiter and using the hash character
 .Pq Sq #
 in the first column to mark lines as ignored.
 .Pp
-Each file contains one line beginning with
-.Qq ACCOUNT
-and is followed by whitespace and then an account number.
-.Pp
-Each file contains lines of the form
-.Pp
-.Ar selector account_number booking_identifier
-.Pp
-The
+The rules are as follows:
+.Bl -tag -width Ds
+.It Ic ACCOUNT Ar csv_account_number
+The number in
+.Xr pta-accounts 5
+of the bank or credit card account this CSV file contains entries for.
+This rule is required in every configuration file.
+.It Ic DELIM Ar delimiter
+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
-is a string consisting of regular expressions
-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
+are associated with the contra account
 .Ar account_number
-corresponds to an account number in
-.Pa ./accounts.txt .
-The
-.Ar booking_identifier
-is defined by the user to classify
-the transaction.
+and are assigned the
+.Ar booking_identifier .
+The selector is a string consisting of regular expressions separated
+by delimiters defined in the
+.Ic DELIM
+rule.
+.El
 .Sh FILES
 .Bl -tag -width Ds -compact
-.It Pa ./import_bbva_usa.txt
-.It Pa ./import_capital_one_credit.txt
-.It Pa ./import_chase_credit.txt
-.It Pa ./import_sparkasse_camt.txt
-.It Pa ./import_optum_hsa.txt
-.It Pa ./import_wellsfargo.txt
+.It Pa ./import/bbva_usa.txt
+.It Pa ./import/capital_one_360.txt
+.It Pa ./import/capital_one_credit.txt
+.It Pa ./import/chase_credit.txt
+.It Pa ./import/etrade_ira.txt
+.It Pa ./import/optum_hsa.txt
+.It Pa ./import/sparkasse_camt.txt
+.It Pa ./import/wellsfargo.txt
 .El
 .Pp
 These files contain the header that the financial institution uses, the
@@ -145,7 +157,7 @@ Suppose
 .Dl ,,,Automotive,,, 1111 AUTO
 .Pp
 is a sample entry in the
-.Pa ./import_chase_credit.txt
+.Pa ./import/chase_credit.txt
 file which uses headers of the form
 .Pp
 .Dl Transaction Date,Post Date,Description,Category,Type,Amount
@@ -170,7 +182,7 @@ file contains
 .Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07"
 .Pp
 and
-.Pa ./import_chase_credit.txt
+.Pa ./import/chase_credit.txt
 contains
 .Bd -literal -offset Ds
 ACCOUNT 3234
@@ -225,7 +237,7 @@ Transaction Date,Post Date,Description,Category,Type,A
 .Ed
 .Pp
 and
-.Pa ./import_chase_credit.txt
+.Pa ./import/chase_credit.txt
 is given by
 .Bd -literal
 # Chase credit card header is
@@ -281,22 +293,9 @@ has the following limitations:
 .Bl -dash
 .It
 Pattern recognition in the
-.Pa import_accountname.txt
+.Pa import/accountname.txt
 files is under continued development.
 .It
-Only CSV files for these account types are supported:
-.Bl -bullet -offset indent -compact
-.It
-.Cm BBVA USA bank accounts
-.It
-.Cm Capital One credit cards
-.It
-.Cm Chase credit cards
-.It
-.Cm Optum HSA bank accounts
-.It
-.Cm Sparkasse bank accounts
-.It
-.Cm Wells Fargo bank accounts
-.El
+User-defined configuration files are not currently
+supported.
 .El