===================================================================
RCS file: /cvs/pta/pta_import.1,v
retrieving revision 1.12
retrieving revision 1.13
diff -u -p -r1.12 -r1.13
--- pta/pta_import.1	2020/12/03 14:17:39	1.12
+++ pta/pta_import.1	2020/12/03 14:46:44	1.13
@@ -1,4 +1,4 @@
-.\" $Id: pta_import.1,v 1.12 2020/12/03 14:17:39 freda Exp $
+.\" $Id: pta_import.1,v 1.13 2020/12/03 14:46:44 freda Exp $
 .\"
 .\" Copyright (c) 2020 Freda Bundchen
 .\"
@@ -169,159 +169,18 @@ Example CSV files:
 .Ex -std
 .Sh EXAMPLES
 Add journal entries to a journal file using a CSV file generated by
-a financial institution:
+a financial institution, and a configuration file
+.Pa ./import/my_bank.txt :
 .Pp
-.Dl "$ pta_import -I chase_credit chasedownload.csv >> journal.txt"
-.Ss Account numbers in the configuration file
-The line
+.Dl "$ pta_import -I my_bank downloaded.csv >> journal.txt"
 .Pp
-.Dl ACCOUNT 3235
-.Pp
-in the configuration file corresponds to a line such as
-.Pp
-.Dl 3235 L Capital One credit card
-.Pp
-in
-.Pa ./accounts.txt .
-.Pp
-The description
-.Qq Capital One credit card
-may vary, but in this example, the account numbers
-.Qq 3235
-match, and the account type is
-.Qq L
-to indicate that it is a liability account.
-.Ss Patterns in the configuration file
-Suppose
-.Pp
-.Dl ,,,Automotive,,, 1111 AUTO
-.Pp
-is a sample entry in the
-.Pa ./import/chase_credit.txt
-file which uses headers of the form
-.Pp
-.Dl Transaction Date,Post Date,Description,Category,Type,Amount
-.Pp
-Then this
-.Ar selector
-ignores the transaction date, post date, description, type, and amount.
-It matches the
-.Qq Automotive
-category and maps transactions to account
-.Qq 1111
-defined in
-.Pa ./accounts.txt
-with the
-.Qq Auto
-booking identifier.
-.Ss A sample credit card purchase
-If
-.Pa chasedownload.csv
-file contains
-.Pp
-.Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07"
-.Pp
-and
-.Pa ./import/chase_credit.txt
-contains
-.Bd -literal -offset Ds
-ACCOUNT 3234
-,,,Shopping,,, 9996 SHOP
-.Ed
-.Pp
-and
-.Pa ./accounts.txt
-contains
-.Bd -literal -offset Ds
-3234 L Chase credit card
-9996 X shopping
-.Ed
-.Pp
-then the
-.Qq Shopping
-category defined by Chase is mapped to the user's
-.Qq SHOP
-booking identifier, the user's account for shopping
-expenses is defined as
-.Qq 9996
-in their
-.Pa ./accounts.txt ,
-the user's account for the credit card is 3234 in their
-.Pa ./accounts.txt ,
-and
-.Nm
-prints
-.Pp
-.Dl "20201026 SHOP 9996 3234 17.07 example.com*asldfkj"
-.Ss A complete example
-Suppose
-.Pa ./accounts.txt
-is given by
-.Bd -literal
-1700 A My Bank
-3234 L My Chase Credit Card
-5102 X Physician expenses
-5103 X Dental expenses
-5203 X Shopping
-.Ed
-.Pp
-and
-.Pa chasedownload.csv
-is given by
-.Bd -literal
-Transaction Date,Post Date,Description,Category,Type,Amount,Memo
-11/06/2020,11/09/2020,Dr. Joseph Schmoe,Health & Wellness,Sale,-100.00,
-11/06/2020,11/09/2020,Dr. Sally Sue,Health & Wellness,Sale,-183.00,
-11/08/2020,11/08/2020,example.com,Shopping,Sale,-53.83,
-11/04/2020,11/04/2020,Payment Thank You - Web,,Payment,75.43,
-.Ed
-.Pp
-and
-.Pa ./import/chase_credit.txt
-is given by
-.Bd -literal
-# Chase credit card header is
-# Transaction Date,Post Date,Description,Category,Type,Amount
-# The format of this file is
-# selector account_number booking_identifier
-# selector is a comma-separated list of regular expressions which
-# matches corresponding fields in the CSV file
-ACCOUNT 3234
-,,,Automotive,,, 1111 AUTO
-,,,Bills & Utilities,,, 2222 BILLS
-,,,Fees & Adjustments,,, 3333 FEES
-,,,Food & Drink,,, 4444 FOOD
-,,,Gas,,, 5555 GAS
-,,,Gifts & Donations,,, 6666 GIFTS
-,,,Groceries,,, 7777 GROCERIES
-,,Dr. Sally Sue,,,, 5103 DENTAL
-,,,Health & Wellness,,, 5102 PHYSICIAN
-,,,Home,,, 9999 HOME
-,,,Personal,,, 9998 PERSONAL
-,,,Professional Services,,, 9997 PRO
-,,,Shopping,,, 5203 SHOP
-,,,,Payment,, 1700 PAY
-.Ed
-.Pp
-Then
-.Pp
-.Dl pta_import -I chase_credit chasedownload.csv
-.Pp
-outputs
-.Bd -literal
-20201109 PHYSICIAN 5102 3234 100.00 Dr. Joseph Schmoe
-20201109 DENTAL 5103 3234 183.00 Dr. Sally Sue
-20201108 SHOP 5203 3234 53.83 example.com
-20201104 PAY 3234 1700 75.43 Payment Thank You - Web
-.Ed
-.Pp
-Note that the selector for Dr\&. Sally Sue
-in the example configuration file comes before the
-Health & Wellness selector.
-Since the first match wins, transactions for Dr\&. Sally Sue
-can be classified with the DENTAL booking identifier,
-even though the bank's CSV file classifies
-these transactions as Health & Wellness.
+The result of applying a configuration file
+of the form
+.Pa ./import/accountname.txt
+to the corresponding CSV file
+.Pa ./csv/accountname.csv
+may be seen in
+.Pa ./regress/import/expected/accountname.out .
 .Sh SEE ALSO
 .Xr pta-accounts 5 ,
 .Xr pta-journal 5 ,