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docker-finance/container/src/hledger-flow/accounts/coinbase-pro/coinbase-pro-shared.rules

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# docker-finance | modern accounting for the power-user
#
# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
#
# This program is free software: you can redistribute it and/or modify
# it under the terms of the GNU General Public License as published by
# the Free Software Foundation, either version 3 of the License, or
# (at your option) any later version.
#
# This program is distributed in the hope that it will be useful,
# but WITHOUT ANY WARRANTY; without even the implied warranty of
# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
# GNU General Public License for more details.
#
# You should have received a copy of the GNU General Public License
# along with this program. If not, see <https://www.gnu.org/licenses/>.
# TODO: leaving out balance assertions because coinbase-pro apparently rounds up fiat...
fields account_id,account_currency,id,amount_,balance_,created_at,type,details_transfer_id,details_transfer_type,details_order_id,details_product_id,details_trade_id,destination,subtotal,fee,total,txid,direction,subaccount
date %created_at
date-format %Y-%m-%d %H:%M:%S
description %created_at +0000
account1 assets:coinbase-pro:%subaccount:%account_currency
amount %amount_ %account_currency
comment type:%type, account_id:%account_id, order_id:%details_order_id, trade_id:%details_trade_id, txid:%id, details_product_id:%details_product_id
if %direction [A-Z]
comment type:%type, account_id:%account_id, order_id:%details_order_id, trade_id:%details_trade_id, txid:%id, details_product_id:%details_product_id, direction:%direction
################################################################################
# #
# TRANSFER #
# #
################################################################################
# Skip trade withdrawals, using withdraw impl
if %type ^transfer$
& %details_transfer_type ^withdraw$
skip
if %type ^transfer$
account2 equity:coinbase-pro:%subaccount:withdrawal:%account_currency
comment type:%type, account_id:%account_id, details_transfer_id:%details_transfer_id, details_transfer_type:%details_transfer_type, txid:%id, direction:%direction
# Use custom withdraw
if %type ^transfer$
& %details_transfer_type ^transfer_out$
amount -%total %account_currency
account2 equity:coinbase-pro:%subaccount:deposit:%account_currency
comment type:%type, account_id:%account_id, details_transfer_type:%details_transfer_type, destination:%destination, txid:%txid, direction:%direction
if %type ^transfer$
& %details_transfer_type ^transfer_out$
& %destination ^[^0-9a-z]*$
comment type:%type, account_id:%account_id, details_transfer_type:%details_transfer_type, txid:%txid, direction:%direction
if %type ^transfer$
& %details_transfer_type ^transfer_out$
& %destination ^[^0-9a-z]*$
& %txid ^[^0-9a-z]*$
comment type:%type, account_id:%account_id, details_transfer_type:%details_transfer_type, direction:%direction
# transfer w/ fees
if %type ^transfer$
& %details_transfer_type ^transfer_out$
& %fee [1-9]
amount -%subtotal %account_currency
account2 equity:coinbase-pro:%subaccount:deposit:%account_currency
amount2 %subtotal %account_currency
account3 assets:coinbase-pro:%subaccount:%account_currency
amount3 -%fee %account_currency
account4 expenses:coinbase-pro:%subaccount:fees:%account_currency
amount4 %fee %account_currency
comment type:%type, account_id:%account_id, details_transfer_type:%details_transfer_type, destination:%destination, txid:%txid, direction:%direction, taxed_as:SPEND
comment3 %created_at +0000,SPEND,coinbase-pro:%subaccount,%account_currency,%fee,USD,,FEE
################################################################################
# #
# TRADE #
# #
################################################################################
if %type ^match$
& %details_product_id [A-Z]
account2 equity:coinbase-pro:%subaccount:withdrawal:%account_currency
comment type:%type, account_id:%account_id, order_id:%details_order_id, trade_id:%details_trade_id, txid:%id, details_product_id:%details_product_id, taxed_as:MATCH
comment2 %details_trade_id,%created_at +0000,BUY,coinbase-pro:%subaccount,%account_currency,%amount_
if %type ^match$
& %details_product_id [A-Z]
& %amount_ [\\-]
account2 equity:coinbase-pro:%subaccount:deposit:%account_currency
comment2 %details_trade_id,%created_at +0000,SELL,coinbase-pro:%subaccount,%account_currency,%amount_
if %type ^fee$
account2 expenses:coinbase-pro:%subaccount:fees:%account_currency
comment type:%type, account_id:%account_id, order_id:%details_order_id, trade_id:%details_trade_id, txid:%id, details_product_id:%details_product_id, taxed_as:MATCH
comment2 %details_trade_id,%created_at +0000,FEE,coinbase-pro:%subaccount,%account_currency,%amount_
if %type ^conversion$
comment type:%type, account_id:%account_id, txid:%id
# vim: sw=2 sts=2 si ai et