Chris Bond wrote:
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> boundary="----=_Part_4969_1824196410.1702208487217"
>
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> Well I was able to use LibreOffice to easily pre-format the CSV file to=20
> make things a little easier for me with the import code, but no luck yet.
>
> Updated file format looks like this:
>
> Date Description Amount Balance=20
> 12/1/23 PAYMENT $951.28 $25,000.62
>
> Updated import code looks like this:
>
> ```
> from beancount_reds_importers.libreader import csvreader
> from beancount_reds_importers.libtransactionbuilder import banking
>
> class Importer(csvreader.Importer, banking.Importer):
> IMPORTER_NAME =3D 'chasemortgage'
>
> def custom_init(self):
> self.max_rounding_error =3D 0.04
> self.filename_pattern_def =3D '*chase.com.csv'
> self.header_identifier =3D 'Date,Description,Amount,Balance'
> self.date_format =3D '%x'
> self.header_map =3D {
> "Description": 'payee',
> "Date": 'date',
> "Amount": 'amount',
> "Balance:": 'balance',
> }
> ```
you have description before date, but in your data
the date comes first.
also, with csv the fields should be separated by
commas, but i see no field separators, and again you
have a comma in a field which will throw things off
unless the data is surrounded by quotation marks and
your importer is looking for matched quotation marks
(not all will allow commas anywhere else no matter
what so that's up to you to fix or test).
i stop here with my comments because if you don't
have the format and field names correct than anything
else is going to likely not work well...
fin
> I'm getting this error in the terminal:
>
> ERROR:root:Importer importers.chasemortgage.Importer.identify() raised an=
>=20
> unexpected error: nothing to repeat at position 0
>
> I have tried with and without the balance function tacked onto the end but=
>=20
> am getting the same error so I think its unrelated to that.
>
> Any ideas on what to try next? Thanks!
>
> On Friday, December 8, 2023 at 9:13:34=E2=80=AFPM UTC-5 fin wrote:
>
>> Chris Bond wrote:
>> > ------=3D_Part_10662_427767134.1701975257612
>> > Content-Type: multipart/alternative;=20
>> > boundary=3D"----=3D_Part_10663_1945899272.1701975257612"
>> >
>> > ------=3D_Part_10663_1945899272.1701975257612
>> > Content-Type: text/plain; charset=3D"UTF-8"
>> >
>> > I have what I think may be a very simple CSV file:
>> >
>> > Column headers are these:
>> > Date,Description,Amount,Unapplied,Balance=20
>> >
>> > Corresponding data fields look like this:
>> > Dec 1, 2023,PAYMENT,$951.28,$951.28,$25,000.62
>>
>> you have a comma in the first field, you don't want to use
>> dates with commas in them if you are using csv format.
>>
>> sorry i don't have the time to look into this further but
>> i noticed this and thought it worth a comment. :)
>>
>> good luck,
>>
>> keep on trying, i learned a lot by doing a lot of=20
>> experiments and writing my own importers.
>>
>>
>> > I have had some success using Red's ofx importer framework, but am=20
>> really=20
>> > struggling to figure out the CSV importer from the examples in the git=
>=20
>> > repo. I started with the Discover example that looks like this:
>> >
>> > from beancount_reds_importers.libreader import csvreader
>> > from beancount_reds_importers.libtransactionbuilder import banking
>> >
>> > class Importer(csvreader.Importer, banking.Importer):
>> > IMPORTER_NAME =3D """ Discover credit card .csv importer."""
>> >
>> > def custom_init(self):
>> > self.max_rounding_error =3D 0.04
>> > self.filename_pattern_def =3D 'Discover.*'
>> > self.header_identifier =3D 'Trans. Date,Post=20
>> > Date,Description,Amount,Category'
>> > self.date_format =3D '%m/%d/%Y'
>> > self.header_map =3D {
>> > "Category": 'payee',
>> > "Description": 'memo',
>> > "Trans. Date": 'date',
>> > "Post Date": 'postDate',
>> > "Amount": 'amount',
>> > }
>> >
>> > def skip_transaction(self, ot):
>> > return False
>> >
>> > def prepare_processed_table(self, rdr):
>> > # Need to invert numbers supplied by Discover
>> > rdr =3D rdr.convert('amount', lambda x: -1 * x)
>> > return rdr
>> >
>> > I'm pretty sure I don't need the def skip_transaction(self, ot) and def=
>=20
>> > prepare_processed_table(self, rdr): bits, but am at a loss to figure ou=
> t=20
>> > what fields I need to modify in the def custom_init(self) for my=20
>> situation.=20
>> > There is not an example CSV file for that importer in the repo so it=20
>> makes=20
>> > it a little more challenging for me to hack on it. I think I don't need=
>=20
>> the=20
>> > "Unapplied" column but am not sure. Even just some hints would be reall=
> y=20
>> > helpful.=20
>> >
>> > Thank you in advance!
>> > Chris
>> >
>>
>> fin
>>
>>
>
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>
> ------=_Part_4969_1824196410.1702208487217
> Content-Type: text/html; charset="UTF-8"
> Content-Transfer-Encoding: quoted-printable
>
><div>Well I was able to use LibreOffice to easily pre-format the CSV file t=
> o make things a little easier for me with the import code, but no luck yet.=
><br /></div><div><br /></div><div>Updated file format looks like this:<br /=
>></div><div><br /></div><div><div><span cellspacing=3D"0" border=3D"0"><spa=
> n><span><span height=3D"17" align=3D"left"></span></span></span></span></di=
> v><div><span cellspacing=3D"0" border=3D"0"><span><span><span height=3D"17"=
> align=3D"left">Date</span>=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=
>=C2=A0=C2=A0=C2=A0=C2=A0 <span align=3D"left">Description</span>=C2=A0=C2=
>=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 <span align=3D"left">Amount</span>=
>=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=
>=A0 <span align=3D"left">Balance</span>
> </span>
> <span>
> <span height=3D"17"
> align=3D"left"></span></span></span></span></div><div=
>><span cellspacing=3D"0" border=3D"0"><span><span><span height=3D"17" align=
>=3D"left"></span></span></span></span></div><div><span cellspacing=3D"0" bo=
> rder=3D"0"><span><span><span height=3D"17" align=3D"left"></span></span></s=
> pan></span></div><div><span cellspacing=3D"0" border=3D"0"><span><span><spa=
> n height=3D"17" align=3D"left">12/1/23=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 =
></span></span></span></span><span cellspacing=3D"0" border=3D"0"><span><spa=
> n><span align=3D"left">PAYMENT=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 =C2=A0 =C2=A0 =
></span></span></span></span><span cellspacing=3D"0" border=3D"0"><span><spa=
> n><span align=3D"left">$951.28</span></span></span></span>=C2=A0=C2=A0=C2=
>=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0=C2=A0 <span cells=
> pacing=3D"0" border=3D"0"><span><span><span align=3D"left">$25,000.62</span=
>></span></span></span></div><div><br /><span cellspacing=3D"0" border=3D"0"=
>><span><span><span align=3D"left"></span></span></span></span></div><div><s=
> pan cellspacing=3D"0" border=3D"0"><span><span><span align=3D"left">Updated=
> import code looks like this:</span></span></span></span></div><div><span c=
> ellspacing=3D"0" border=3D"0"><span><span><span align=3D"left"><br /></span=
>></span></span></span></div><div><span><span>```</span></span></div><div>fr=
> om beancount_reds_importers.libreader import csvreader<br />from beancount_=
> reds_importers.libtransactionbuilder import banking<br /><br />class Import=
> er(csvreader.Importer, banking.Importer):<br />=C2=A0 =C2=A0 IMPORTER_NAME =
>=3D 'chasemortgage'</div><div><br /></div><div>=C2=A0 =C2=A0 def custom_ini=
> t(self):<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 self.max_rounding_error =3D 0.04<=
> br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 self.filename_pattern_def =3D '*chase.com.=
> csv'<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 self.header_identifier =3D 'Date,Desc=
> ription,Amount,Balance'<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 self.date_format =
>=3D '%x'<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 self.header_map =3D {<br />=C2=A0=
> =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 "Description": 'payee',<br />=C2=A0 =C2=
>=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 "Date": =C2=A0 =C2=A0 =C2=A0 =C2=A0=C2=A0=
>=C2=A0=C2=A0=C2=A0 'date',<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 =C2=A0 "=
> Amount": =C2=A0 =C2=A0 =C2=A0 'amount',<br />=C2=A0 =C2=A0 =C2=A0 =C2=A0 =
>=C2=A0 =C2=A0 "Balance:": =C2=A0 =C2=A0=C2=A0 'balance',<br />=C2=A0 =C2=A0=
> =C2=A0 =C2=A0 =C2=A0 =C2=A0 }</div><div><span><span>```</span></span></div=
>><div><br /></div><div>I'm getting this error in the terminal:</div><div><b=
> r /></div><div>ERROR:root:Importer importers.chasemortgage.Importer.identif=
> y() raised an unexpected error: nothing to repeat at position 0</div><div><=
> br /></div><div>I have tried with and without the balance function tacked o=
> nto the end but am getting the same error so I think its unrelated to that.=
><br /></div><div><br /></div><div>Any ideas on what to try next? Thanks!</d=
> iv><div><br /></div></div><div class=3D"gmail_quote"><div dir=3D"auto" clas=
> s=3D"gmail_attr">On Friday, December 8, 2023 at 9:13:34=E2=80=AFPM UTC-5 fi=
> n wrote:<br/></div><blockquote class=3D"gmail_quote" style=3D"margin: 0 0 0=
> 0.8ex; border-left: 1px solid rgb(204, 204, 204); padding-left: 1ex;">Chri=
> s Bond wrote:
><br>> ------=3D_Part_10662_427767134.1701975257612
><br>> Content-Type: multipart/alternative;=20
><br>>
>boundary=3D"----=3D_Part_10663_1945899272.1701975257612"=
> ;
><br>>
><br>> ------=3D_Part_10663_1945899272.1701975257612
><br>> Content-Type: text/plain; charset=3D"UTF-8"
><br>>
><br>> I have what I think may be a very simple CSV file:
><br>>
><br>> Column headers are these:
><br>> Date,Description,Amount,Unapplied,Balance=20
><br>>
><br>> Corresponding data fields look like this:
><br>> Dec 1, 2023,PAYMENT,$951.28,$951.28,$25,000.62
><br>
><br> you have a comma in the first field, you don't want to use
><br>dates with commas in them if you are using csv format.
><br>
><br> sorry i don't have the time to look into this further but
><br>i noticed this and thought it worth a comment. :)
><br>
><br> good luck,
><br>
><br> keep on trying, i learned a lot by doing a lot of=20
><br>experiments and writing my own importers.
><br>
><br>
><br>> I have had some success using Red's ofx importer framework, bu=
> t am really=20
><br>> struggling to figure out the CSV importer from the examples in the=
> git=20
><br>> repo. I started with the Discover example that looks like this:
><br>>
><br>> from beancount_reds_importers.libreader import csvreader
><br>> from beancount_reds_importers.libtransactionbuilder import banking
><br>>
><br>> class Importer(csvreader.Importer, banking.Importer):
><br>> IMPORTER_NAME =3D """ Discover credit card .csv=
> importer."""
><br>>
><br>> def custom_init(self):
><br>> self.max_rounding_error =3D 0.04
><br>> self.filename_pattern_def =3D 'Discover.*'
><br>> self.header_identifier =3D 'Trans. Date,Post=20
><br>> Date,Description,Amount,Category'
><br>> self.date_format =3D '%m/%d/%Y'
><br>> self.header_map =3D {
><br>> "Category": 'payee',
><br>> "Description": 'memo',
><br>> "Trans. Date": 'date',
><br>> "Post Date": 'postDate',
><br>> "Amount": 'amount',
><br>> }
><br>>
><br>> def skip_transaction(self, ot):
><br>> return False
><br>>
><br>> def prepare_processed_table(self, rdr):
><br>> # Need to invert numbers supplied by Discover
><br>> rdr =3D rdr.convert('amount', lambda x: -1 * x)
><br>> return rdr
><br>>
><br>> I'm pretty sure I don't need the def skip_transaction(self=
> , ot) and def=20
><br>> prepare_processed_table(self, rdr): bits, but am at a loss to figu=
> re out=20
><br>> what fields I need to modify in the def custom_init(self) for my s=
> ituation.=20
><br>> There is not an example CSV file for that importer in the repo so =
> it makes=20
><br>> it a little more challenging for me to hack on it. I think I don&#=
> 39;t need the=20
><br>> "Unapplied" column but am not sure. Even just some hints=
> would be really=20
><br>> helpful.=20
><br>>
><br>> Thank you in advance!
><br>> Chris
><br>>
><br>
><br> fin
><br>
><br></blockquote></div>
>
><p></p>
>
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>
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>
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