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Annotation of pta/pta_import.1, Revision 1.2

1.2     ! schwarze    1: .\" $Id: pta_import.1,v 1.1 2020/11/01 22:57:03 schwarze Exp $
1.1       schwarze    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: .\"
1.2     ! schwarze   17: .Dd $Mdocdate: November 1 2020 $
1.1       schwarze   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
1.2     ! schwarze   25: .Op Ar file
1.1       schwarze   26: .Sh DESCRIPTION
                     27: The
                     28: .Nm
1.2     ! schwarze   29: utility converts lines from a CSV
        !            30: .Ar file
        !            31: generated by a financial
1.1       schwarze   32: institution into journal entries used by
                     33: .Xr pta 1 .
1.2     ! schwarze   34: .Pp
        !            35: If the
        !            36: .Ar file
        !            37: argument is omitted, standard input is read instead.
1.1       schwarze   38: .Sh FILES
                     39: .Bl -tag -width import.txt
                     40: .It Pa ./import.txt
                     41: file containing account numbers associated with CSV categories
                     42: .El
                     43: .Sh EXIT STATUS
                     44: .Ex -std
                     45: .Sh EXAMPLES
                     46: Add journal entries to a journal file using a CSV file generated by
                     47: a financial institution:
                     48: .Pp
                     49: .Dl "$ pta_import MyCreditCard1234.csv >> journal.txt"
                     50: .Pp
                     51: Suppose a line in the CSV file looks like
                     52: .Pp
                     53: .Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07"
                     54: .Pp
                     55: Then
                     56: .Nm
                     57: prints
                     58: .Pp
                     59: .Dl "20201026 SHOP 9996 1234 17.07 example.com*asldfkj"
                     60: .Pp
                     61: In this example, the user's
                     62: .Pa ./import.txt
                     63: contains
                     64: .Pp
                     65: .Dl "SHOP Shopping 9996"
                     66: .Pp
                     67: to reflect that their expense account for shopping is 9996 in
                     68: .Pa ./accounts.txt
                     69: and
                     70: .Pp
                     71: .Dl "CVSACCOUNT Current Account 1234"
                     72: .Pp
                     73: to reflect that the account they are importing is 1234 in
                     74: .Pa ./accounts.txt .
                     75: .Pp
                     76: Now suppose a line in the CSV file looks like
                     77: .Pp
                     78: .Dl "10/27/2020,10/27/2020,Payment Thank You - Web,,Payment,1653.42"
                     79: .Pp
                     80: Then
                     81: .Nm
                     82: prints
                     83: .Pp
                     84: .Dl "20201027 DEFAULTCONTRA 1234 5678 1653.2 Payment Thank You - Web"
                     85: .Pp
                     86: In this example, the user's
                     87: .Pa ./import.txt
                     88: has
                     89: .Pp
                     90: .Dl "DEFAULTCONTRA Contra 5678"
                     91: .Pp
                     92: to reflect that the default account used to make payments for the
                     93: account we are importing is 5678.
                     94: .Sh SEE ALSO
                     95: .Xr pta-accounts 5 ,
                     96: .Xr pta-journal 5 ,
                     97: .Xr pta-glossary 7
                     98: .Sh BUGS
                     99: Currently,
                    100: .Nm
                    101: has the following limitations:
                    102: .Bl -dash
                    103: .It
                    104: The CVS file's first line must contain a header.
                    105: .It
                    106: Only CSV files generated by Chase Bank are supported at this time.
                    107: .El