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
CVSweb