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.

Indices and tables