container: hledger-flow: paypal/paypal-business: add expenses description subaccount #214

Merged
AaronFiore merged 0 commits from refs/pull/214/head into master 2025-09-04 19:12:49 +00:00
AaronFiore commented 2025-09-02 20:28:24 +00:00 (Migrated from gitea.com)

Description

  • 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  • Removes old TODO that is no longer applicable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

⚠️SHOULD re-import from oldest applicable year
⚠️SHOULD re-report for all applicable years

Agreement

### Description - 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 - Removes old TODO that is no longer applicable * End-user will need to use custom rules, if needed ⚠️SHOULD re-`import` from oldest applicable year ⚠️SHOULD re-`report` for all applicable years ### Agreement - [x] I have read and understood the [Development](https://gitea.com/EvergreenCrypto/docker-finance#development) and [License](https://gitea.com/EvergreenCrypto/docker-finance#license-and-disclaimer) documentation
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Reference: EvergreenCrypto/docker-finance#214