Glad to hear! If you haven’t seen them already, some of these articles 
<https://reds-rants.netlify.app/personal-finance/the-five-minute-ledger-update/>
 
might save you time too.


On Thursday, September 19, 2024 at 11:42:36 PM UTC-7 [email protected] wrote:

> Thanks, that looks like what I need. In fact, your whole repo seems
> extremely useful.
>
> Cheers,
> Vlad
>
> On Thu, Sep 19, 2024 at 8:29 PM Red S <[email protected]> wrote:
> >
> > You could patch basic csv importer, but I find that frequently used 
> importers outgrow that pretty quickly on many other small requirements like 
> this. Writing your own importer can be a good idea if you find that 
> happening. Red’s importers has this. Here’s an example.
> >
> >
> >
> > On Thursday, September 19, 2024 at 7:20:12 AM UTC-7 [email protected] 
> wrote:
> >>
> >> Hi everyone,
> >>
> >> Short version: How does one handle reverted transactions? They have 
> their own line in my CSV, listing -2 CHF, but the status is REVERTED.
> >>
> >> Longer version, to potentially avoid an XY problem:
> >>
> >> I'm very new to beancount and set about writing an importer for Revolut 
> based on beangulp's csvbase (which IIUC is the newer way to do it). I found 
> an older thread on the list, but it seems that the csv header has changed 
> since then, and it uses the older beancount.ingest. I also like building 
> things on my own, I suppose that's no surprise around here :)
> >>
> >> I got the basics working, but I wonder how to handle reverted 
> transactions. Google is not super helpful, so maybe Revolut is using the 
> wrong word for this, but AFAICT it's tiny transactions that merchants do to 
> figure out the card is legit:
> >>
> >> Type,Product,Started Date,Completed 
> Date,Description,Amount,Fee,Currency,State,Balance
> >> CARD_PAYMENT,Current,2023-09-09 
> 20:35:29,,Google,-2.00,0.00,CHF,REVERTED,
> >>
> >> I have a few ideas, but I wonder if this isn't already a solved problem:
> >>
> >> 1. Use `grep -v` (or awk, if we're being extra careful) to filter out 
> these lines prior to importing. But I'd like to see if I can do this 
> entirely with beancount
> >>
> >> 2. Override `finalize`, check the `State` column, and add a posting of 
> (-value) to reverted transactions. This works, but I don't like that it 
> pollutes the ledger. I also don't like that these reverted lines have an 
> empty `Balance` cell, which means I can't use csvbase's nifty automatic 
> balance handling.
> >>
> >> 3. Is it possible to add a `skip_line` customization point to the 
> csvbase importer? This would allow configuring my importer to skip reverted 
> lines, while keeping the balance handling (because lines will be skipped 
> before attempting to fetch the balance column). If you think that's a 
> sensible approach I'm happy to take a stab at contributing a patch.
> >>
> >> Thanks in advance,
> >> Vlad
> >
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