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Copy file name to clipboardexpand all lines: README.md
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# csv2cash
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Repo for importing CSV files to GNUCash with some preprocessing built in.
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Python package for importing CSV files to GNUCash with some preprocessing built in.
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## What does it do?
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### It takes your raw transfer data and compiles it into transactions
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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from Bank Account A to Bank Account B, then you have two transfer records; one from Bank Account A saying XXX money was withdrawn and one from Bank Account B saying XXX money was deposited.
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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 One from Bank Account A saying $XXX money was withdrawn and one from Bank Account B saying $XXX money was deposited.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.
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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
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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
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### Translates your CSV categories into a GNUCash account
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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.
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## Requirements
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- pandas
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- piecash (see note below about versioning)
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- piecash (see [note](#note) below about versioning)
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- Verified for Python 3.6, though should work for other versions
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# Instructions:
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See examples in `./example`(to be done soon) for how to use the module effectively.
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See examples in `./example` for how to use the module effectively.
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## Structure:
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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.
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