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<title>CSV file format</title>
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HomeBank User manual
</div>
-
<div class="title">
<h1>CSV file format</h1>
-
- <p>With HomeBank you can import/export some of the internal data's in
- the most common file format that is CSV.</p>
-
- <p>Notice: meanwhile csv should uses comma as separator, HomeBank uses
- semi-colon as separator (this is most common than comma)</p>
-
- <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>
-
- <p>Below is a description with example of the CSV format that HomeBank
- uses.</p><!-- separator -->
-
+ <p>With HomeBank you can import/export some of the internal data's in the most common file format that is CSV.</p>
+ <p>Notice: meanwhile CSV should uses comma as separator, HomeBank uses semi-colon as separator (this is most common than comma)</p>
+ <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>
+ <p>Below is a description with example of the CSV format that HomeBank uses.</p><!-- separator -->
<ul class="toc">
<li><a href="#txn">Transaction</a></li>
-
<li><a href="#bud">Budget</a></li>
-
<li><a href="#cat">Category</a></li>
-
<li><a href="#pay">Payee</a></li>
</ul>
</div>
-
<div class="rounded content">
- <h2><a name="txn" id="txn"></a>Transaction</h2>
-
-
-
+ <h2><a id="txn" name="txn"></a>Transaction</h2>
<table class="widgetinfo">
-
-
<tr>
<th>date</th>
-
- <td>format should be DD-MM-YY</td>
+ <td>format must be DD-MM-YY</td>
</tr>
-
<tr>
- <th>paymode</th>
-
+ <th>payment</th>
<td>from 0=none to 10=FI fee</td>
</tr>
-
<tr>
<th>info</th>
-
<td>a string</td>
</tr>
-
<tr>
<th>payee</th>
-
<td>a payee name</td>
</tr>
-
<tr>
<th>memo</th>
-
<td>a string</td>
</tr>
-
<tr>
<th>amount</th>
-
- <td>a number with a '.' or ',' as decimal separator, ex: -24.12 or
- 36,75</td>
+ <td>a number with a '.' or ',' as decimal separator, ex: -24.12 or 36,75</td>
</tr>
-
<tr>
<th>category</th>
-
<td>a full category name (category, or category:subcategory)</td>
</tr>
-
<tr>
<th>tags</th>
-
<td>tags separated by space<br>
- tag is mandatory since v4.5</td>
+ tag is mandatory since v4.5</td>
</tr>
-
</table>
-
<p>Example:</p>
<pre class="csvexample">
15-02-04;0;;;Some cash;-40,00;Bill:Withdrawal of cash;tag1
15-02-04;1;;;Internet DSL;-45,00;Inline service/Internet;tag2
...
</pre>
- <p class="top"><a href="#top">[top]</a></p>
-
- </div>
-
- <!-- separator -->
-
-
-
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
+ </div><!-- separator -->
<div class="rounded content">
- <h2><a name="bud" id="bud"></a>Budget</h2>
-
+ <h2><a id="bud" name="bud"></a>Budget</h2>
<table class="widgetinfo">
-
- <tr>
+ <tr>
<th>type</th>
-
<td>* = monthly<br>
<em>blank</em> = month value</td>
</tr>
-
<tr>
<th>category</th>
-
<td>the category name</td>
</tr>
-
<tr>
<th>value(s)</th>
-
<td>1 amount : if the type is monthly<br>
12 amounts, separated by ';' : if type month value</td>
</tr>
-
</table>
-
<p>Example:</p>
-<pre class="csvexample">
+
<pre class="csvexample">
*;Fuel;45.00
;Domestic animals;1.00;2.00;3.00;4.00;...
*;Food;17.00
...
</pre>
- <p class="top"><a href="#top">[top]</a></p>
-
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
</div><!-- separator -->
-
<div class="rounded content">
- <h2><a name="cat" id="cat"></a>Category</h2>
-
+ <h2><a id="cat" name="cat"></a>Category</h2>
<table class="widgetinfo">
-
- <tr>
+ <tr>
<th>level</th>
-
- <td>1 = category <br>
+ <td>1 = category<br>
2 = subcategory</td>
</tr>
-
- <tr>
+ <tr>
<th>type</th>
-
- <td>- = expense <br>
+ <td>- = expense<br>
+ = income</td>
</tr>
-
- <tr>
+ <tr>
<th>category name</th>
-
<td>the category name</td>
</tr>
-
- </table>
-
+ </table>
<p>Example:</p>
<pre class="csvexample">
1;-;Food
1;+;Wage
...
</pre>
- <p class="top"><a href="#top">[top]</a></p>
-
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
</div>
-
- <div class="rounded content">
- <h2><a name="pay" id="pay"></a>Payee</h2>
-
+ <div class="rounded content">
+ <h2><a id="pay" name="pay"></a>Payee</h2>
<table class="widgetinfo">
-
- <tr>
+ <tr>
<th>payee name</th>
-
<td>the name of the payee</td>
</tr>
</table>
-
<p>Example:</p>
-<pre class="csvexample">
+
<pre class="csvexample">
payee_name1
payee_name2
...
</pre>
- <p class="top"><a href="#top">[top]</a></p>
-
+ <p class="top"><a href="#top">↑ Back to Top</a></p>
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projects / chaz / homebank / blobdiff