Skip to content

Commit 978401d

Browse files
authored
Merge pull request #9 from u2berggeist/versioning_v0.2.4
Versioning v0.2.4
2 parents 7aa5a96 + 9b0f497 commit 978401d

File tree

3 files changed

+11
-8
lines changed

3 files changed

+11
-8
lines changed

CHANGELOG.md

+4-1
Original file line numberDiff line numberDiff line change
@@ -2,9 +2,12 @@
22

33
## Unreleased
44

5+
## 0.2.4 - 2018-07-02
6+
57
### Added
68
- translations.json now has a "IGNORE" category options
79
- README has better documentation on using translations.json
10+
- Compiled Examples files into example folder
811

912
## 0.2.3 - 2018-07-01
1013

@@ -37,4 +40,4 @@
3740
### Added
3841
- Current will take CSV from Mint, pre-process the data, then add it to the GNUCash book
3942
- All inputs are given in the single script itself
40-
- Translations for the preprocessing are in `translations.json`
43+
- Translations for the preprocessing are in `translations.json`

README.md

+5-5
Original file line numberDiff line numberDiff line change
@@ -1,11 +1,11 @@
11
# csv2cash
2-
Repo for importing CSV files to GNUCash with some preprocessing built in.
2+
Python package for importing CSV files to GNUCash with some preprocessing built in.
33

44
## What does it do?
55
### It takes your raw transfer data and compiles it into transactions
6-
A transfer is simply half of a transaction in double-entry bookkeeping (which GNUCash uses). So if you move money from Bank Account A to Bank Account B, then you have two transfer records; one from Bank Account A saying XXX money was withdrawn and one from Bank Account B saying XXX money was deposited.
6+
A transfer is simply half of a transaction in [double-entry bookkeeping](https://en.wikipedia.org/wiki/Double-entry_bookkeeping_system) ([which GNUCash uses](https://www.gnucash.org/features.phtml#main-feat)). So if you move money from Bank Account A to Bank Account B, then you have two transfer records, one for each Account. One from Bank Account A saying $XXX money was withdrawn and one from Bank Account B saying $XXX money was deposited. In GNUCash, though, these two transfers are viewed as a single transaction: $XXX was moved from Bank Account A --> Bank Account B.
77

8-
In Mint for example, if you export a CSV of all your transfer data, it will keep each transfer separate from the other, even though they are directly related and should be viewed as a single transaction. This script finds the separate transfers, figures out which ones correspond to each other, and puts their data together
8+
In Mint for example, if you export a CSV of all your transfer data, it will keep each transfer separate from the other, even though they are directly related and should be viewed as a single transaction. This package finds the separate transfers, figures out which ones correspond to each other, and puts their data together
99

1010
### Translates your CSV categories into a GNUCash account
1111
Say your CSV has a category system attached to each transfer and you want that organization to be transferred into Mint without having to go one-by-one through every transfer and label them. This will do that by setting up the `translation.json` dictionary, which will take a transfer that is under a given category, and place it in the corresponding GNUCash account.
@@ -14,12 +14,12 @@ Use the `get_uncat_transfers` function to view any transactions that haven't bee
1414

1515
## Requirements
1616
- pandas
17-
- piecash (see note below about versioning)
17+
- piecash (see [note](#note) below about versioning)
1818
- Verified for Python 3.6, though should work for other versions
1919

2020
# Instructions:
2121

22-
See examples in `./example` (to be done soon) for how to use the module effectively.
22+
See examples in `./example` for how to use the module effectively.
2323

2424
## Structure:
2525
The module takes data from a .csv file, translates information (such as category and account names) by referencing the `translations.json` dictionary, combines internal transfers (ie. moving money from savings account to checking account), and puts the translated data into the GNUCash Book of your choosing.

setup.py

+2-2
Original file line numberDiff line numberDiff line change
@@ -5,11 +5,11 @@
55

66
setuptools.setup(
77
name="csv2cash",
8-
version="0.1.0",
8+
version="0.2.4",
99
author="u2berggeist",
1010
description="Module to process CSV and import into GNUCash",
1111
long_description=long_description,
1212
long_description_content_type="text/markdown",
1313
url="https://github.com/u2berggeist/csv2cash",
1414
packages=setuptools.find_packages()
15-
)
15+
)

0 commit comments

Comments
 (0)