version 1.7, 2020/11/25 15:04:25 |
version 1.8, 2020/11/26 19:39:43 |
Line 56 is exactly one of |
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Line 56 is exactly one of |
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.El |
.El |
.Pp |
.Pp |
and corresponds to an existing |
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 |
.Ss Configuration file format |
Each file of the form |
Each configuration file contains rules |
.Pa import_ Ns Ar accountname Ns Pa .txt |
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in the current directory is a configuration file that contains rules |
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used to import transactions from a financial institution. |
used to import transactions from a financial institution. |
Like all |
Like all |
.Xr pta 1 |
.Xr pta 1 |
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.El |
.El |
.Sh FILES |
.Sh FILES |
.Bl -tag -width Ds -compact |
.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_credit.txt |
.It Pa ./import_chase_credit.txt |
.It Pa ./import/chase_credit.txt |
.It Pa ./import_sparkasse_camt.txt |
.It Pa ./import/sparkasse_camt.txt |
.It Pa ./import_optum_hsa.txt |
.It Pa ./import/optum_hsa.txt |
.It Pa ./import_wellsfargo.txt |
.It Pa ./import/wellsfargo.txt |
.El |
.El |
.Pp |
.Pp |
These files contain the header that the financial institution uses, the |
These files contain the header that the financial institution uses, the |
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.Dl ,,,Automotive,,, 1111 AUTO |
.Dl ,,,Automotive,,, 1111 AUTO |
.Pp |
.Pp |
is a sample entry in the |
is a sample entry in the |
.Pa ./import_chase_credit.txt |
.Pa ./import/chase_credit.txt |
file which uses headers of the form |
file which uses headers of the form |
.Pp |
.Pp |
.Dl Transaction Date,Post Date,Description,Category,Type,Amount |
.Dl Transaction Date,Post Date,Description,Category,Type,Amount |
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.Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07" |
.Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07" |
.Pp |
.Pp |
and |
and |
.Pa ./import_chase_credit.txt |
.Pa ./import/chase_credit.txt |
contains |
contains |
.Bd -literal -offset Ds |
.Bd -literal -offset Ds |
ACCOUNT 3234 |
ACCOUNT 3234 |
Line 233 Transaction Date,Post Date,Description,Category,Type,A |
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Line 231 Transaction Date,Post Date,Description,Category,Type,A |
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.Ed |
.Ed |
.Pp |
.Pp |
and |
and |
.Pa ./import_chase_credit.txt |
.Pa ./import/chase_credit.txt |
is given by |
is given by |
.Bd -literal |
.Bd -literal |
# Chase credit card header is |
# Chase credit card header is |
Line 289 has the following limitations: |
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Line 287 has the following limitations: |
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.Bl -dash |
.Bl -dash |
.It |
.It |
Pattern recognition in the |
Pattern recognition in the |
.Pa import_accountname.txt |
.Pa import/accountname.txt |
files is under continued development. |
files is under continued development. |
.It |
.It |
Only CSV files for these account types are supported: |
Only CSV files for these account types are supported: |