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Annotation of pta/pta_import.1, Revision 1.1

1.1     ! schwarze    1: .\" $Id$
        !             2: .\"
        !             3: .\" Copyright (c) 2020 Freda Bundchen
        !             4: .\"
        !             5: .\" Permission to use, copy, modify, and distribute this software for any
        !             6: .\" purpose with or without fee is hereby granted, provided that the above
        !             7: .\" copyright notice and this permission notice appear in all copies.
        !             8: .\"
        !             9: .\" THE SOFTWARE IS PROVIDED "AS IS" AND THE AUTHOR DISCLAIMS ALL WARRANTIES
        !            10: .\" WITH REGARD TO THIS SOFTWARE INCLUDING ALL IMPLIED WARRANTIES OF
        !            11: .\" MERCHANTABILITY AND FITNESS. IN NO EVENT SHALL THE AUTHOR BE LIABLE FOR
        !            12: .\" ANY SPECIAL, DIRECT, INDIRECT, OR CONSEQUENTIAL DAMAGES OR ANY DAMAGES
        !            13: .\" WHATSOEVER RESULTING FROM LOSS OF USE, DATA OR PROFITS, WHETHER IN AN
        !            14: .\" ACTION OF CONTRACT, NEGLIGENCE OR OTHER TORTIOUS ACTION, ARISING OUT OF
        !            15: .\" OR IN CONNECTION WITH THE USE OR PERFORMANCE OF THIS SOFTWARE.
        !            16: .\"
        !            17: .Dd $Mdocdate$
        !            18: .Dt PTA_IMPORT 1
        !            19: .Os
        !            20: .Sh NAME
        !            21: .Nm pta_import
        !            22: .Nd print pta journal entries from bank CSV file input
        !            23: .Sh SYNOPSIS
        !            24: .Nm pta_import
        !            25: .Ar file
        !            26: .Sh DESCRIPTION
        !            27: The
        !            28: .Nm
        !            29: utility converts lines from a CSV file generated by a financial
        !            30: institution into journal entries used by
        !            31: .Xr pta 1 .
        !            32: .Sh FILES
        !            33: .Bl -tag -width import.txt
        !            34: .It Pa ./import.txt
        !            35: file containing account numbers associated with CSV categories
        !            36: .El
        !            37: .Sh EXIT STATUS
        !            38: .Ex -std
        !            39: .Sh EXAMPLES
        !            40: Add journal entries to a journal file using a CSV file generated by
        !            41: a financial institution:
        !            42: .Pp
        !            43: .Dl "$ pta_import MyCreditCard1234.csv >> journal.txt"
        !            44: .Pp
        !            45: Suppose a line in the CSV file looks like
        !            46: .Pp
        !            47: .Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07"
        !            48: .Pp
        !            49: Then
        !            50: .Nm
        !            51: prints
        !            52: .Pp
        !            53: .Dl "20201026 SHOP 9996 1234 17.07 example.com*asldfkj"
        !            54: .Pp
        !            55: In this example, the user's
        !            56: .Pa ./import.txt
        !            57: contains
        !            58: .Pp
        !            59: .Dl "SHOP Shopping 9996"
        !            60: .Pp
        !            61: to reflect that their expense account for shopping is 9996 in
        !            62: .Pa ./accounts.txt
        !            63: and
        !            64: .Pp
        !            65: .Dl "CVSACCOUNT Current Account 1234"
        !            66: .Pp
        !            67: to reflect that the account they are importing is 1234 in
        !            68: .Pa ./accounts.txt .
        !            69: .Pp
        !            70: Now suppose a line in the CSV file looks like
        !            71: .Pp
        !            72: .Dl "10/27/2020,10/27/2020,Payment Thank You - Web,,Payment,1653.42"
        !            73: .Pp
        !            74: Then
        !            75: .Nm
        !            76: prints
        !            77: .Pp
        !            78: .Dl "20201027 DEFAULTCONTRA 1234 5678 1653.2 Payment Thank You - Web"
        !            79: .Pp
        !            80: In this example, the user's
        !            81: .Pa ./import.txt
        !            82: has
        !            83: .Pp
        !            84: .Dl "DEFAULTCONTRA Contra 5678"
        !            85: .Pp
        !            86: to reflect that the default account used to make payments for the
        !            87: account we are importing is 5678.
        !            88: .Sh SEE ALSO
        !            89: .Xr pta-accounts 5 ,
        !            90: .Xr pta-journal 5 ,
        !            91: .Xr pta-glossary 7
        !            92: .Sh BUGS
        !            93: Currently,
        !            94: .Nm
        !            95: has the following limitations:
        !            96: .Bl -dash
        !            97: .It
        !            98: The CVS file's first line must contain a header.
        !            99: .It
        !           100: Only CSV files generated by Chase Bank are supported at this time.
        !           101: .El