4 <meta content=
"text/html; charset=utf-8" http-equiv=
"CONTENT-TYPE">
5 <meta content=
"noindex" name=
"robots">
6 <title>CSV file format
</title>
7 <link href=
"help.css" rel=
"stylesheet" type=
"text/css">
14 <h1>CSV file format
</h1>
15 <p>With HomeBank you can import/export some of the internal data's in the most common file format that is CSV.
</p>
16 <p>Notice: meanwhile CSV should uses comma as separator, HomeBank uses semi-colon as separator (this is most common than comma)
</p>
17 <p>The format used for the different files is specific to HomeBank, so don't expect to import files your bank should offers you directly, you will need to arrange it a little in a spreadsheet like Gnumeric before.
</p>
18 <p>Below is a description with example of the CSV format that HomeBank uses.
</p><!-- separator -->
20 <li><a href=
"#txn">Transaction
</a></li>
21 <li><a href=
"#bud">Budget
</a></li>
22 <li><a href=
"#cat">Category
</a></li>
23 <li><a href=
"#pay">Payee
</a></li>
26 <div class=
"rounded content">
27 <h2><a id=
"txn" name=
"txn"></a>Transaction
</h2>
28 <p><img src=
"images/d-info.png" width=
"16" height=
"16" /> Starting v5.2
.5 you can change the separator for transaction import
<a href=
"dlg-pref.html#tab5">into preferences
</a>.
</p>
29 <table class=
"widgetinfo">
32 <td>the date format can be:
38 <p>year can be
2 or
4 digits
<br>
39 separators can be / . or -
</td>
44 <img src=
"images/d-warn.png"> <span class=
"warning">You cannot import transaction with payment type=
5 (internal xfer)
</span><br>
45 from
0=none to
10=FI fee (in the same order of the list)
<br>
62 <td>a number with a '.' or ',' as decimal separator, ex: -
24.12 or
36,
75</td>
66 <td>a full category name (category, or category:subcategory)
</td>
70 <td>tags separated by space
<br>
71 tag is mandatory since v4.5
</td>
75 <pre class=
"csvexample">
76 15-
02-
04;
0;;;Some cash;-
40,
00;Bill:Withdrawal of cash;tag1 tag2
77 15-
02-
04;
1;;;Internet DSL;-
45,
00;Inline service/Internet;tag2 my-tag3
80 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
81 </div><!-- separator -->
82 <div class=
"rounded content">
83 <h2><a id=
"bud" name=
"bud"></a>Budget
</h2>
84 <table class=
"widgetinfo">
88 <em>blank
</em> = month value
</td>
92 <td>the category name
</td>
96 <td>1 amount : if the type is monthly
<br>
97 12 amounts, separated by ';' : if type month value
</td>
101 <pre class=
"csvexample">
103 ;Domestic animals;
1.00;
2.00;
3.00;
4.00;...
107 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
108 </div><!-- separator -->
109 <div class=
"rounded content">
110 <h2><a id=
"cat" name=
"cat"></a>Category
</h2>
111 <table class=
"widgetinfo">
123 <th>category name
</th>
124 <td>the category name
</td>
128 <pre class=
"csvexample">
135 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
137 <div class=
"rounded content">
138 <h2><a id=
"pay" name=
"pay"></a>Payee
</h2>
139 <table class=
"widgetinfo">
142 <td>the name of the payee
</td>
145 <th>full category name
</th>
146 <td>optional: since
5.1.3<br>the full name of the category
</td>
150 <pre class=
"csvexample">
151 payee_name1;cat1:subcat1
155 <p class=
"top"><a href=
"#top">↑ Back to Top
</a></p>
156 </div><!-- separator -->