On Monday, 1 October 2012 07:24:29 UTC+1, Russell Adams wrote:
>
>
> Not to beat a dead horse further, but CSV2Ledger (my perl variant) 
> does the same thing. Dynamic renaming based on payee, account 
> matching, even file matching using a YAML format. 
>
> I have a related question to the original poster. At the moment I use 
CSV2Ledger to import csv files, but I suspect I'm doing it in a somewhat 
inefficient way. In particular: 

- I have both US and UK accounts, and at the moment before I import the UK 
ones I create and run an emacs macro on them to convert the dates to US 
format. Probably an improvement would be to learn to write a script to do 
this for me automatically, but better would just be to have the importing 
program do that for me (I guess it looks like the built-in import can do 
this via 
--input-date-format, but I don't know if CSV2Ledger can do it).

- at the moment I run something like:

csvToLedger -o "fd.csv" -a "Assets:First Direct, Liabilities:Other" -d 
"Date" -n "Description" -f "Amount" >>/ledger/accounts.dat

on my csv file from my First Direct account, and then I go to emacs and 
change all the Liabilities:Other to what they should be. On the other hand, 
it would be ideal if the liability could be assigned automatically from the 
payee - I think 80%+ of my transactions have the same payee as previous 
ones and should be mapped to the same liability. 

Now, at some point about a year ago, before there was more documentation 
for ledger 3.0, I had the impression that the builtin import function would 
try to do this automatically - is that right? On the other hand, from the 
manual on the convert command, it isn't even clear to me that it can assign 
the Asset name for all the entries from the same csv file (which I 
definitely need).

So - is there a way to do this, either by the importing program analysing 
the accounts.dat file, or by manually setting up some rules for converting 
from payee to liability?

I'm wondering if CSV2Ledger can do this, based on the above remark:

"Dynamic renaming based on payee, account  matching, even file matching 
using a YAML format."

However I'm not sure how this works in practice - do I just need to read 
the comments in the perl file, learn what YAML is etc?


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