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Customize default CSV accounts

Simon Michael edited this page Aug 4, 2018 · 1 revision

When converting CSV, hledger uses the account names income:unknown and expenses:unknown as defaults for the second posting's account.

Normally when you see these, you will add CSV rules to set a more specific account name. But they should probably be configurable. Here are some ways to customize them for now.

By CSV rule

Given a.csv:

2018/07/01,dentist,-50
2018/07/02,cafe,-2
2018/07/03,some income,100

and a.csv.rules:

fields date, description, amount
currency $
account1 Assets:Checking

if cafe
  account2 Expenses:Coffee

Add two rules like this, before any other account2 rules (eg above the if cafe rule):

# default income/expense accounts
account2 Income:Misc
if ,-[0-9]+(,|$)
 account2 Expenses:Misc

The first sets the account to Income:Misc, and the second changes it to Expenses:Misc if the amount field is negative. The regular expression matching negative amounts works for the example above, but you may need to adapt it for your data.

By account alias

$ hledger -f a.csv print | hledger -f- print --alias income:unknown=Income:Misc --alias expenses:unknown=Expenses:Misc

Note --alias doesn't affect CSV conversion as of hledger 1.10, so you have to pipe it through another hledger invocation.

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