From 2ec14fa1e1157697680fdc1d43414c14e93c9e6f Mon Sep 17 00:00:00 2001 From: Aaron Fiore Date: Sun, 31 Aug 2025 13:19:39 -0700 Subject: [PATCH] container: hledger-flow: paypal-business: add expenses description subaccount - If expense description exists, add description as subaccount * This is consistent with all other legacy finance rules - Typically, legacy institutions provide a column for category type. Since PayPal doesn't provide that data, using the description will provide the needed information for granular (full view) reporting. - Removes old TODO that is no longer applicable * End-user will need to use custom rules, if needed --- .../paypal-business-shared.rules | 45 +++---------------- 1 file changed, 5 insertions(+), 40 deletions(-) diff --git a/container/src/hledger-flow/accounts/paypal-business/paypal-business-shared.rules b/container/src/hledger-flow/accounts/paypal-business/paypal-business-shared.rules index f8b584a..9283db0 100644 --- a/container/src/hledger-flow/accounts/paypal-business/paypal-business-shared.rules +++ b/container/src/hledger-flow/accounts/paypal-business/paypal-business-shared.rules @@ -1,6 +1,6 @@ # docker-finance | modern accounting for the power-user # -# Copyright (C) 2021-2024 Aaron Fiore (Founder, Evergreen Crypto LLC) +# 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 @@ -121,6 +121,10 @@ if %direction ^OUT$ amount -%amount_ %currency_ account2 expenses:paypal-business:%subaccount:%currency_ +if %direction ^OUT$ +& %description_ [0-9a-z] + account2 expenses:paypal-business:%subaccount:%description_:%currency_ + if %status_ Reversed amount -%amount_ %currency_ @@ -135,43 +139,4 @@ if %direction ^OUT$ if %type Account Hold account2 assets:paypal-business:%subaccount:payable:account_hold:%currency_ -# TODO: subaccount categories where applicable - -# Advertising -# Continuing education -# Credit and collection fees -# Bank fees -# Dues and subscriptions -# Employee benefit programs -# Insurance -# Maintenance and repairs -# Legal and professional expenses -# Office expenses and supplies -# Telephone -# Utilities -# Postage and shipping -# Printing -# Rent -# Salaries and other compensation -# Travel -# Utilities -# Business meals -# Business use of your car -# Moving expenses -# Depreciation -# Charitable contributions -# Child and/or dependent care -# Startup expenses -# Mortgage interest -# Software -# Books and magazine subscriptions -# Foreign earned income -# Medical expenses -# Licenses and permits -# Manufacturing or raw materials -# Retirement contributions -# Real estate taxes -# Client gifts -# Employee loans - # vim: sw=2 sts=2 si ai et