CSVledger Documentation¶
CSVLedger allows you to take financial transactions downloaded from a bank as a CSV file and convert the transactions into a ledger journal. This journal file can then be processed by Ledger.
Turn this:
Process Dates,Check Number,Description,Credit Amount,Debit Amount
8/5/2019,,Point of Sale Debit DATE 08-03 CHICK-FIL-A,,13.28
8/5/2019,,Point of Sale Debit DATE 08-03 WAL-MART,,69.98
8/5/2019,,Point of Sale Debit DATE 08-03 LIDL,,107.91
Into:
2019/08/05 * CHICK-FIL-A
Expenses:Food:Dining $13.28
Assets:Checking
2019/08/05 * WAL-MART
Expenses:Food:Grocery $69.98
Assets:Checking
2019/08/05 * LIDL
Expenses:Food:Grocery $107.91
Assets:Checking
Features¶
Features include:
- Profiles for different accounts (checking, credit, savings).
- Filtering of excess data from transaction descriptions.
- Automatic categorizing of account categories based on payee descriptions.