Importing CSV: Creating complex `*.csv.rules` needs clarity about hledger HOT 6 CLOSED

Thanks for the report @alecStewart1. Can you add sample csv records, eg for the rules that don't work (and the headings).

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Ah, yup. That'll do it.

Thanks Simon!

I have a few CSV other rules to iron out and I'll be good to go! Appreciate the help!

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Here's some samples that I fudged some stuff for security for privacy purposes. Entry/row/record 1 and 3 don't work, entry/row/record 2 and 4 will.

Date,Description,Category,Amount,Account,Account #,Institution,Month,Week,Transaction ID,Account ID,Check Number,Full Description,Date Added,,
6/28/24,"Big Company Name Des:payroll, Ln:Stewart, Fn:Alec, EmId:XXXX",,"$3,041.21",Checking Account,xxxxXXXX,Bank of America,6/1/24,6/24/24,XXXXXXXXXX,XXXXXXXXXX,,"BIG COMPANY NAME DES:PAYROLL, LN:STEWART, FN:ALEC, EMID:XXXX",7/1/24,,
6/3/24,"Movement City 1, City 2, XX",,-$98.04,Really Long Credit Card Name,xxxxXXXX,Bank of America,6/1/24,6/3/24,XXXXXXXXXX,XXXXXXXXXXX,,MOVEMENT CITY 1           CITY 2    XX,7/1/24,,
5/23/24,"Sq *coffee Coffee Co, CITY, XX",,-$5.81,Really Long Credit Card Name,xxxxXXXX,Bank of America,5/1/24,5/20/24,XXXXXXXXXX,XXXXXXXXXX,,SQ *COFFEE COFFEE CO      CITY   XX,7/1/24,,
5/2/24,"Kroger #XXXX, City, XX",,-$80.11,Really Long Credit Card Name,xxxxXXXX,Bank of America,5/1/24,4/29/24,XXXXXXXXXX,XXXXXXXXXX,,KROGER #XXXX             CITY    XX,7/1/24,,

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Your date-format should use %y not %Y (manual -> https://hackage.haskell.org/package/time-1.14/docs/Data-Time-Format.html#v:formatTime).
And, avoid same-line comments in rules files, they are currently not supported.

The currency rule is not needed since these Amount values already include a currency symbol.

Simple catchall, get all transactions that match the regex .[cC]offee*, tag the transaction as an excess expense,
and have account1 be expenses:foodstuff:coffee
This doesn't work.

It's working here..

I would assume this "compounds" with the earlier .[cC]offee* matcher

It doesn't, the last assignment wins (https://hledger.org/dev/hledger.html#how-csv-rules-are-evaluated).

Do these explain what you're seeing ?

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It explains a lot yes.

I have an issue though. None of these work

if %Account ^Checking\sAccount$
   account2 assets:checking
   comment2 bank:my bank 

if %Account ^Some\sstupid\slong\sname\sfor\scredit\scard$
   account2 liabilities:credit
   comment2 bank:my bank

if %Account ^Savings\sAccount$
   account2 liabilities:savings
   comment2 bank:my bank

I'm no regexp wizard, but all of these regexp will work with the actual names of the accounts if I test them out in a Node.js REPL against the actual account names I want to match.

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Ah, \s is not supported (https://hledger.org/dev/hledger.html#matchers). A space worked for me.

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