;csv: doc: improve setting amounts tips
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@ -3922,25 +3922,48 @@ data. See:
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### Setting amounts
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### Setting amounts
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A posting amount can be set in one of these ways:
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Here's a review of the [amount-setting rules](#amount) discussed above.
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A posting's amount can be set in one of these ways:
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- by assigning (with a fields list or field assignment) to
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1. **If the CSV has a single amount field:**\
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`amountN` (posting N's amount) or `amount` (posting 1's amount)
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by assigning (via a [fields list](#fields) or a [field assignment](#field-assignment))
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to `amountN`, which sets posting N's amount. N is usually 1 or 2 but can go up to 99.
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- by assigning to `amountN-in` and `amountN-out` (or `amount-in` and `amount-out`).
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2. **If the CSV has separate Debit and Credit amount fields:**\
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For each CSV record, whichever of these has a non-zero value will be used, with appropriate sign.
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by assigning to `amountN-in` and `amountN-out`,
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If both contain a non-zero value, this may not work.
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which sets posting N's amount to whichever of these has a non-zero value, guessing the appropriate sign.
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- by assigning to `balanceN` (or `balance`) instead of the above,
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- **If both fields contain a non-zero value:**\
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setting the amount indirectly via a
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you'll need to use some custom conditional rules, as hledger requires one of these fields to be empty or at least zero.
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- **If hledger guesses the wrong sign:**\
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you can prepend a minus sign to flip it.
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Due to the above restriction, this should be done conditionally, eg:
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```rules
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# If amount-out is non-empty, flip its sign:
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if %amount-out .
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amount-out -%amount-out
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```
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3. **Using old numberless syntax:**\
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by assigning to `amount` (or to `amount-in` and `amount-out`), which sets posting 1's and posting 2's amounts.
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It also converts posting 2's amount to cost (see the [amount](#amount) discussion above).
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This is supported for backwards compatibility (and occasional convenience).
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4. **If the CSV has the new balance instead of the posted amount:**\
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by assigning to `balanceN`, which sets posting N's amount indirectly via a
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[balance assignment](hledger.html#balance-assignments).
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[balance assignment](hledger.html#balance-assignments).
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If you do this the default account name may be wrong, so you should set that explicitly.
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(Old syntax: `balance`, equivalent to `balance1`.)
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There is some special handling for an amount's sign:
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- **If hledger guesses the wrong default account name:**\
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When setting the amount via balance assertion, hledger may guess the wrong default account name,
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so you should set the account name explicitly.
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- If an amount value is parenthesised, it will be de-parenthesised and sign-flipped.
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There is some automatic special handling for an amount's sign, for convenience:
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- If an amount value begins with a double minus sign, those cancel out and are removed.
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- If an amount value begins with a plus sign, that will be removed
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- **If an amount value begins with a plus sign,** it will be removed: `+AMT` becomes `AMT`
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- **If an amount value is parenthesised,** it will be de-parenthesised and sign-flipped: `(AMT)` becomes `-AMT`
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- **If an amount value begins with two minus signs,** they cancel out and will be removed: `--AMT` becomes `AMT`
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### Setting currency/commodity
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### Setting currency/commodity
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