I have what I think may be a very simple CSV file:
Column headers are these:
Date,Description,Amount,Unapplied,Balance
Corresponding data fields look like this:
Dec 1, 2023,PAYMENT,$951.28,$951.28,$25,000.62
I have had some success using Red's ofx importer framework, but am really
struggling to figure out the CSV importer from the examples in the git
repo. I started with the Discover example that looks like this:
from beancount_reds_importers.libreader import csvreader
from beancount_reds_importers.libtransactionbuilder import banking
class Importer(csvreader.Importer, banking.Importer):
IMPORTER_NAME = """ Discover credit card .csv importer."""
def custom_init(self):
self.max_rounding_error = 0.04
self.filename_pattern_def = 'Discover.*'
self.header_identifier = 'Trans. Date,Post
Date,Description,Amount,Category'
self.date_format = '%m/%d/%Y'
self.header_map = {
"Category": 'payee',
"Description": 'memo',
"Trans. Date": 'date',
"Post Date": 'postDate',
"Amount": 'amount',
}
def skip_transaction(self, ot):
return False
def prepare_processed_table(self, rdr):
# Need to invert numbers supplied by Discover
rdr = rdr.convert('amount', lambda x: -1 * x)
return rdr
I'm pretty sure I don't need the def skip_transaction(self, ot) and def
prepare_processed_table(self, rdr): bits, but am at a loss to figure out
what fields I need to modify in the def custom_init(self) for my situation.
There is not an example CSV file for that importer in the repo so it makes
it a little more challenging for me to hack on it. I think I don't need the
"Unapplied" column but am not sure. Even just some hints would be really
helpful.
Thank you in advance!
Chris
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