58 lines
1.7 KiB
Markdown
58 lines
1.7 KiB
Markdown
# How to read CSV files
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Here's a quick example of [converting a CSV file](manual.html#csv-format).
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Say we have downloaded `checking.csv` from a bank for the first time:
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```csv
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"Date","Note","Amount"
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"2012/3/22","DEPOSIT","50.00"
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"2012/3/23","TRANSFER TO SAVINGS","-10.00"
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```
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We tell hledger how to intepret this with a file named `checking.csv.rules`, using the [CSV rules syntax](manual.html#csv-format). Eg:
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```rules
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# skip the first CSV line (headings)
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skip 1
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# use the first three fields in each CSV record as transaction date, description and amount respectively
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fields date, description, amount
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# prepend $ to CSV amounts
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currency $
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# always set the first account to assets:bank:checking
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account1 assets:bank:checking
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# if the CSV record contains ‘SAVINGS’, set the second account to assets:bank:savings
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# (if not set, it will be expenses:unknown or income:unknown)
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if ~ SAVINGS
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account2 assets:bank:savings
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```
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Now hledger can read this CSV file as journal data:
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```shell
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$ hledger -f checking.csv print
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using conversion rules file checking.csv.rules
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2012/03/22 DEPOSIT
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income:unknown $-50.00
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assets:bank:checking $50.00
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2012/03/23 TRANSFER TO SAVINGS
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assets:bank:savings $10.00
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assets:bank:checking $-10.00
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```
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We might save this output as `checking.journal`, and/or merge it (manually) into the main journal file.
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We could also run other commands:
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```shell
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$ hledger -f checking.csv balance
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using conversion rules file checking.csv.rules
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$50.00 assets:bank
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$40.00 checking
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$10.00 savings
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$-50.00 income:unknown
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--------------------
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0
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```
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