Importing CSV Transaction with Categories?

[Omar Sandoval]

Hi everyone,

My bank provides CSV files with categories. Here's a sample dataset;

Date,Amount,Activity,Raw description,Description,Category folder,Category

2/14/2018,-41.16,Signature purchase,MARUFUKU RAMEN,Marufuku Ramen,Food & Drink,Restaurants
2/12/2018,-41.75,Signature purchase,SQ *PAPITO HAYES,Papito Hayes,Food & Drink,Restaurants
2/11/2018,-13.8,Signature purchase,SQ *RITUAL COFFEE ROAST,Ritual Coffee Roast,Food & Drink,Coffee & Tea
2/9/2018,-35.77,Pin purchase,CHEVRON/CSI-302550/1760,Chevron,Transportation,Gas

Is there a way to include this data when creating a transaction? I noticed a recent commit that seems to address this but I'm not sure how to get it working. 

If I have a list of transactions like so;

 

2018-02-09 * "Chevron" ""
  Assets:US:Simple:Checking  -35.77 USD

2018-02-11 * "Ritual Coffee Roast" "" 

  Assets:US:Simple:Checking  -13.8 USD

 

2018-02-12 * "Papito Hayes" ""
  Assets:US:Simple:Checking  -41.75 USD

 

2018-02-14 * "Marufuku Ramen" ""
  Assets:US:Simple:Checking  -41.16 USD

Can I iterate through this list with the categorizer callable and append each category?

[Omar Sandoval]

Hmm, nevermind. I was going about this incorrectly. Since I already know the categories I could just insert this data as a separate posting on the transaction, correct? 

[Patrick Ruckstuhl]

One way to do this is adding it as metadata. This will allow you to filter and query with it.

><https://bitbucket.org/blais/beancount/pull-requests/24/improve-ingestimporterscsv/diff>

[Martin Blais]

That is correct, this should be "categorized' by inserting a posting automatically, e.g. an Expenses posting. You can code this up in your importer with some custom rules of your own, or, if you're using the example csv importer that comes with Beancount, you can provide it with a categorizer callable where you do this. Basically, you have to code up something, Beancount doesn't have any feature to do automatic categorization.

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