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Revision 1.1, Sun Nov 1 22:57:03 2020 UTC (3 years, 4 months ago) by schwarze
Branch: MAIN

new manual page from Freda Bundchen

.\" $Id: pta_import.1,v 1.1 2020/11/01 22:57:03 schwarze Exp $
.\"
.\" Copyright (c) 2020 Freda Bundchen
.\"
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.\" purpose with or without fee is hereby granted, provided that the above
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.Dd $Mdocdate: November 1 2020 $
.Dt PTA_IMPORT 1
.Os
.Sh NAME
.Nm pta_import
.Nd print pta journal entries from bank CSV file input
.Sh SYNOPSIS
.Nm pta_import
.Ar file
.Sh DESCRIPTION
The
.Nm
utility converts lines from a CSV file generated by a financial
institution into journal entries used by
.Xr pta 1 .
.Sh FILES
.Bl -tag -width import.txt
.It Pa ./import.txt
file containing account numbers associated with CSV categories
.El
.Sh EXIT STATUS
.Ex -std
.Sh EXAMPLES
Add journal entries to a journal file using a CSV file generated by
a financial institution:
.Pp
.Dl "$ pta_import MyCreditCard1234.csv >> journal.txt"
.Pp
Suppose a line in the CSV file looks like
.Pp
.Dl "10/26/2020,10/26/2020,example.com*asldfkj,Shopping,Sale,-17.07"
.Pp
Then
.Nm
prints
.Pp
.Dl "20201026 SHOP 9996 1234 17.07 example.com*asldfkj"
.Pp
In this example, the user's
.Pa ./import.txt
contains
.Pp
.Dl "SHOP Shopping 9996"
.Pp
to reflect that their expense account for shopping is 9996 in
.Pa ./accounts.txt
and
.Pp
.Dl "CVSACCOUNT Current Account 1234"
.Pp
to reflect that the account they are importing is 1234 in
.Pa ./accounts.txt .
.Pp
Now suppose a line in the CSV file looks like
.Pp
.Dl "10/27/2020,10/27/2020,Payment Thank You - Web,,Payment,1653.42"
.Pp
Then
.Nm
prints
.Pp
.Dl "20201027 DEFAULTCONTRA 1234 5678 1653.2 Payment Thank You - Web"
.Pp
In this example, the user's
.Pa ./import.txt
has
.Pp
.Dl "DEFAULTCONTRA Contra 5678"
.Pp
to reflect that the default account used to make payments for the
account we are importing is 5678.
.Sh SEE ALSO
.Xr pta-accounts 5 ,
.Xr pta-journal 5 ,
.Xr pta-glossary 7
.Sh BUGS
Currently,
.Nm
has the following limitations:
.Bl -dash
.It
The CVS file's first line must contain a header.
.It
Only CSV files generated by Chase Bank are supported at this time.
.El