Import rules (besides writing a bespoke rule for every possible old account I couldn't think of a way of achieving this in the Names so I need to translate between the old and the new in The final balance from the previous year in CSV and importing that into theīetween 20 I changed the scheme I use for account I need to import theĬlosing balances from the previous year to the next, which I do by exporting The new transactions (those that fall before the real-date of the repayment) "warping" makes this awkward, because it means the balance for roughly half When I import my credit card data to HLedger, I want to compare the resultĪgainst a PDF statement to make sure my ledger matches reality. List of transactions, clearing the outstanding balance from the previous On my credit card statements, that repayment is "warped" to the start of the That transaction falls roughly halfway through the next credit card period. I pay it off by direct debit, which comes outĪfter the credit card period, towards the very end of the calendar month. My current account statements cover calendar months. This results in a ledger entry like the following AMERICAN EXPRESS Rule is applied when I import a CSV for my current account, which pays the Here's an example of one of my rules for handling credit card repayments. This regular expression?) and field assignments (set the resulting Rules consist of conditional matchers (does field X in this CSV row match HLedger has a powerful CSV importer which you configure with a set of rules. I've finally landed a patch/feature for HLedger I've been working on-and-off
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