branch: elpa/csv2ledger
commit 5d813d7f09d4f72c259299a449990618d14c5c46
Author: Joost Kremers <joostkrem...@fastmail.com>
Commit: Joost Kremers <joostkrem...@fastmail.com>
Add note about c2l-read-account-matchers to the README
---
README.md | 5 +++--
1 file changed, 3 insertions(+), 2 deletions(-)
diff --git a/README.md b/README.md
index 2d129bee8f..9f123c2e04 100644
--- a/README.md
+++ b/README.md
@@ -133,9 +133,10 @@ The matchers are simple substrings, not regular
expressions. I have not found an
Matching an account specifically means matching against the values of the
fields listed in `c2l-target-match-fields` against the regexps in
`c2l-matcher-regexps`. The first regexp that matches wins. By default,
`c2l-target-match-fields` only contains the `payee` and `description` fields,
but you can add other fields to it as well.
-As an example, I set `c2l-target-match-fields` to the value `(description
payee sender type)`. Two things are of note here: first, the order of this list
determines the order in which the fields get checked. The default value is
`(payee description)`, so the `payee` field is checked before `description`. I
prefer for the `description` field to be checked first, because in my case it
tends to contain more information than the `payee` field, so in my setup, I put
`description` first.
+As an example, I set `c2l-target-match-fields` to the value `(description
payee sender type)`. Two things are of note here: first, the order of this list
determines the order in which the fields get checked. The default value is
`(payee description)`, so the `payee` field is checked before `description`. I
prefer for the `description` field to be checked first, because in my case it
tends to contain more information than the `payee` field. Second, I add the
`type` field to the list. As a [...]
+
+Keep in mind that `csv2ledger` reads the account matchers file when you open a
CSV file. Therefore, if you add new entries to it, they won't be available for
conversion. To make them available, do `M-x c2l-read-account-matchers` to make
`csv2ledger` re-read the account matchers.
-Second, I add the `type` field to the list. As already mentioned, `csv2ledger`
does not do anything with this field, but I include it in `c2l-csv-columns` and
I use it here to match the target account. Specifically, I use it to capture
ATM withdrawals and set the target account to `Assets:Cash`.
Note that if you wish, you can completely forego the account matching
mechanism discussed here and write your own function to find a target account.
This is explained in a bit more detail below.
