Import

We can import transactions in CSV format, and product ledger transactions. Transactions are classified using best-likely match based on payee descriptions. Matches do not need to be exact matches, it's based on probability determined by learning from existing transactions. The more existing transactions in your ledger file, the better the matches will be.

Example

Example transactions from your credit card csv download.

Transaction Date,Description,Amount
01/12/22,Dominoes Pizza     HOUSTON TX,12.34
01/23/22,Dominoes Pizza     PEARLAND TX,14.34
01/02/22,Half Price Books   AUSTIN TX,5.24

Let's run our import, making sure to specify the correct date-format to match the CSV file.

Run ledger -f ledger.dat --date-format "01/02/06" import MasterCard transactions.csv

2022/01/12 Dominoes Pizza     HOUSTON TX
    Expenses:Food:TakeOut                                                  12.34
    Liabilities:MasterCard                                                -12.34

2022/01/23 Dominoes Pizza     PEARLAND TX
    Expenses:Food:TakeOut                                                  14.34
    Liabilities:MasterCard                                                -14.34

2022/01/02 Half Price Books   AUSTIN TX
    Expenses:Books                                                          5.24
    Liabilities:MasterCard                                                 -5.24

These are not written to our ledger file, just displayed. Once we are satisfied with the transactions we can write them to our ledger file by running ledger -f ledger.dat --date-format "01/02/06" import MasterCard transactions.csv >> ledger.dat