pta/pta_import.1 - diff

Return to pta_import.1 CVS log

Up to [cvsweb.bsd.lv] / pta

Diff for /pta/pta_import.1 between version 1.7 and 1.9

version 1.7, 2020/11/25 15:04:25

version 1.9, 2020/11/28 15:10:36

Line 44 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

Line 56 is exactly one of

Line 60 is exactly one of

.El

.Pp

and corresponds to an existing

.Pa import_ Ns Ar accountname Ns Pa .txt

.Pa ./import/ Ns Ar accountname Ns Pa .txt

configuration file in the current directory.

configuration file.

.Ss Configuration file format

Each file of the form

Each configuration file contains rules

.Pa import_ Ns Ar accountname Ns Pa .txt

in the current directory is a configuration file that contains rules

used to import transactions from a financial institution.

Like all

.Xr pta 1

Line 108 rule.

Line 110 rule.

.El

.Sh FILES

.Bl -tag -width Ds -compact

.It Pa ./import_bbva_usa.txt

.It Pa ./import/bbva_usa.txt

.It Pa ./import_capital_one_credit.txt

.It Pa ./import/capital_one_360.txt

.It Pa ./import_chase_credit.txt

.It Pa ./import/capital_one_credit.txt

.It Pa ./import_sparkasse_camt.txt

.It Pa ./import/chase_credit.txt

.It Pa ./import_optum_hsa.txt

.It Pa ./import/etrade_ira.txt

.It Pa ./import_wellsfargo.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

Line 153 Suppose

Line 157 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

Line 178 file contains

Line 182 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

Line 233 Transaction Date,Post Date,Description,Category,Type,A

Line 237 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

Line 289 has the following limitations:

Line 293 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:

User-defined configuration files are not currently

.Bl -bullet -offset indent -compact

supported.

.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

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