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clarify CSV how-to

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Simon Michael 2014-01-12 17:03:33 -08:00
parent c97c7eea06
commit 854f26512a
1 changed files with 15 additions and 12 deletions
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doc/CSV.md
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@ -10,20 +10,23 @@ Say we have downloaded `checking.csv` from a bank for the first time:
We could create `checking.csv.rules` containing: We could create `checking.csv.rules` containing:
account1 assets:bank:checking # skip the first CSV line (headings)
skip 1 skip 1
# use the first three fields in each CSV record as transaction date, description and amount respectively
fields date, description, amount fields date, description, amount
# prepend $ to CSV amounts
currency $ currency $
# always set the first account to assets:bank:checking
account1 assets:bank:checking
# if the CSV record contains ‘SAVINGS’, set the second account to assets:bank:savings
# (if not set, it will be expenses:unknown or income:unknown)
if ~ SAVINGS if ~ SAVINGS
account2 assets:bank:savings account2 assets:bank:savings
This says:
"always use assets:bank:checking as the first account;
ignore the first line;
use the first, second and third CSV fields as the entry date, description and amount respectively;
always prepend $ to the amount value;
if the CSV record contains 'SAVINGS', use assets:bank:savings as the second account".
[CSV files](MANUAL.html#csv-files) in the manual describes the syntax. [CSV files](MANUAL.html#csv-files) in the manual describes the syntax.
Now hledger can read this CSV file: Now hledger can read this CSV file: