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;doc: csv: improve Setting amounts

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Simon Michael 2023-01-20 09:24:31 -10:00
parent ac7b59bcfa
commit 3f558596ec
1 changed files with 12 additions and 12 deletions
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hledger/hledger.m4.md
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@ -3494,11 +3494,11 @@ various amount-setting situations:
1. **If the amount is in a single CSV field:**\
a. **If its sign indicates direction of flow:**\
Assign it to `amountN`, to set the Nth posting's amount. N is usually 1 or 2 but can go up to 99.
(Or you can use numberless `amount` if you want the extra effects of that form.)
Assign it to `amountN`, to set the Nth posting's amount.
N is usually 1 or 2 but can go up to 99.
b. **If its sign is always the same, and another field indicates direction:**\
Use one or more conditional rules to set the appropriate sign. Eg:
b. **If another field indicates direction of flow:**\
Use one or more conditional rules to set the appropriate amount sign. Eg:
```rules
# assume a withdrawal unless Type contains "deposit":
amount1 -%Amount
@ -3509,11 +3509,11 @@ various amount-setting situations:
2. **If the amount is in one of two CSV fields (eg Debit and Credit):**\
a. **If both fields are unsigned:**\
Assign to `amountN-in` and `amountN-out`.
This sets posting N's amount to whichever of these has a non-zero value,
and negates the "-out" value.
Assign the fields to `amountN-in` and `amountN-out`.
This sets posting N's amount to whichever of these has a non-zero value.
If it's the -out value, the amount will be negated.
b. **If either field is signed (can contain a minus sign):**\
b. **If either field is signed:**\
Use a [conditional rule](#if-block) to flip the sign when needed.
Eg below, the -out value already has a minus sign so we undo hledger's automatic
negating by [negating once more](#amount-signs)
@ -3541,10 +3541,10 @@ various amount-setting situations:
3. **If you want posting 2's amount converted to cost:**\
Use the unnumbered `amount` (or `amount-in` and `amount-out`) syntax.
4. **If the CSV has the balance instead of the transaction amount:**\
Assign to `balanceN`, which sets posting N's amount indirectly via a
[balance assignment](#balance-assignments).
(Old syntax: `balance`, equivalent to `balance1`.)
4. **If the CSV has only balance amounts, not transaction amounts:**\
Assign to `balanceN`, to set a [balance assignment](#balance-assignments) on the Nth posting,
causing the posting's amount to be calculated automatically.
`balance` with no number is equivalent to `balance1`.
In this situation hledger is more likely to guess the wrong default account name,
so you may need to set that explicitly.