On Fri, Feb 24, 2012 at 10:34:23PM -0700, Zack Williams wrote:
> > Typos in account names, metadata tags (ER #'s, categories, etc),
> > missing links to receipts, or myriads of other kinds of parseable but
> > slightly broken transactions have cropped up and always cost me money
> > in lost reimbursements.
> >
> > This is a key item I need to fix immediately, and is closely related
> > to using a UI for data entry instead of a text editor.
>
> I'm thinking this might depend greatly on how you're dealing with the
> input data. This might not work for you but my CSV conversion method
> goes as follows, from a new file:
>
> 1. I create a basic rules file for hledger, tell it which is the date
> column, amount column, etc.
> 2. I feed the CSV data into hledger, creating an ledger file.  hledger
> uses an "unknown" account for each of the unidentifiable records.
> 3. I run the generated ledger file into ledger (John's C version, 3.x
> compiled from git),  doing the following command:

Actually, the CSV conversion is flawless. It's typing that messes
things up. All of my txns get "default" values for mandatory tags and
they are easy to search for. Replacing them I can often use M-/ too,
but it doesn't seem to stop the occasional typo getting through.

>
> ledger3 -f file.ledger -w reg unknown | cut -d " " -f 2-4 | sort | uniq
>
> This gives me a list of the first 3 words in the description for each
> unknown transaction.  Usually I can determine an account
> classification from this info.

CSV2Ledger does fancy regexp based matching, no need for cycles here.

>
> 4. I modify my hledger rules file and go back to step 2, repeating
> until I have no more unknown transactions, and everything looks right.
>
> > I need to be able to ensure that data is entered (or altered)
> > consistently and correctly. A UI can really help by limiting the kinds
> > of edits and allowed values, or potentially constraints can be placed
> > in ledger (John's assert statements).
>
> IIRC, but Beancount had a similar feature where it would throw errors
> if you didn't predefine accounts before performing operations on them.
>
> A single purpose "check ledger file for only valid accounts" utility
> would be kind of handy...
>
> - Zack
>

That's what I was thinking. John mentioned a new --strict mode, but I
haven't had a chance to look at it.


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