Update readme. Refactor toldg a little. Provide example files for testing by the user.

example/Makefile

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+PY?=python3
+LEDGER=hledger
+TOLDG=$(PY) ../toldg.py
+GETOFX=$(PY) ../getofx.py
+
+TOLDG_CONFIG=configs/toldg.json
+GETOFX_CONFIG=configs/getofx.json
+LEDGER_FILES=$(wildcard processed/*.ldg)
+OUTPUTDIR=processed
+LEDGER_ALL=result.ldg
+
+all: toldg merge
+
+help:
+	@echo 'Makefile for Ledger automation                                            '
+	@echo '                                                                          '
+	@echo 'Usage:                                                                    '
+	@echo '   make getofx                         download ofx data and write to CSV '
+	@echo '   make toldg                          transform CSV files into LDG files '
+	@echo '   make merge                          merge all ldg files into one       '
+	@echo '   make bs                             show hledger balance               '
+	@echo '   make ui                             open hledger-ui in tree view       '
+	@echo '   make clean                          remove ledger files from output dir'
+	@echo '                                                                          '
+
+getofx:
+	@$(GETOFX) $(GETOFX_CONFIG)
+
+toldg:
+	@$(TOLDG) $(TOLDG_CONFIG)
+
+merge:
+	@cat $(LEDGER_FILES) > $(LEDGER_ALL)
+
+bs:
+	@echo ""
+	@$(LEDGER) bs -V --depth 2 -f $(LEDGER_ALL)
+
+ui:
+	hledger-ui -V --tree --depth 2 -f $(LEDGER_ALL)
+
+clean:
+	@[ ! -d $(OUTPUTDIR) ] || rm -rf $(OUTPUTDIR)/*
+

example/configs/getofx.json

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+{
+    "secret": "s3cr3t",
+    "client": {
+        "url": "https://ofx.bank.com",
+        "userid": "userid",
+        "org": "B1",
+        "clientuid": "clientuid",
+        "fid": "fid",
+        "bankid": "bankid",
+        "version": 220
+    },
+    "accounts": [
+        {
+            "name": "OFX Checking",
+            "accttype": "checking",
+            "acctid": "111111",
+            "csv_file": "inputs/2018_checking.csv",
+            "fields": [ "", "date", "description", "amount", "", "", "" ]
+        },
+        {
+            "name": "OFX Credit",
+            "accttype": "credit",
+            "acctid": "111111",
+            "csv_file": "inputs/2018_credit.csv",
+            "fields": ["date", "", "description", "", "", "amount"]
+        }
+    ]
+}

example/configs/toldg.json

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+{
+    "input_directory": "inputs",
+    "output_directory": "processed",
+    "mappings_directory": "mappings",
+    "csv_configs": [
+        {
+            "account1": "assets:checking",
+            "file_match_regex": ".*_checking\\.csv",
+            "fields": [ "", "date", "description", "amount", "", "", "" ]
+        },
+        {
+            "account1": "liabilities:credit",
+            "file_match_regex": ".*_credit\\.csv",
+            "fields": ["date", "", "description", "", "", "amount"]
+        }
+    ]
+}

example/inputs/2018_checking.csv

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+Details,Posting Date,Description,Amount,Type,Balance,Check or Slip #
+DEBIT,12/24/2018,"KROGER 12/22",-25.87,DEBIT_CARD,0,,
+DEBIT,12/20/2018,"KROGER 12/19",-47.77,DEBIT_CARD,0,,
+DEBIT,12/17/2018,"TARGET",-28.77,DEBIT_CARD,0,,
+DEBIT,12/04/2018,"TARGET",-45.33,DEBIT_CARD,0,,
+CREDIT,11/30/2018,"EMPLOYER USA LLC  QUICKBOOKS",1337.28,ACH_CREDIT,0,,
+DEBIT,11/06/2018,"KROGER 11/05",-12.97,DEBIT_CARD,3788.97,,
+CREDIT,11/02/2018,"EMPLOYER USA LLC  QUICKBOOKS",1337.50,ACH_CREDIT,0,,
+DEBIT,10/30/2018,"Payment to credit card ending in 1337 10/30",-59.90,ACCT_XFER,0,,

example/inputs/2018_credit.csv

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+Transaction Date,Post Date,Description,Category,Type,Amount
+12/03/2018,12/04/2018,UBER ABO13,Travel,Sale,-29.37
+11/20/2018,11/21/2018,UBER OBC3E,Travel,Sale,-30.41
+11/19/2018,11/20/2018,KROGER 1337,Groceries,Sale,-10.74
+11/18/2018,11/19/2018,METRO #83,Groceries,Sale,-12.34
+10/30/2018,10/30/2018,Payment Thank You - Web,,Payment,59.90

example/inputs/2018_manual.ldg

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+
+2018/09/06 Opening Balance
+    assets:checking  $-479.86
+    equity:opening balances
+

example/mappings/checking.csv

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+income:job,EMPLOYER USA LLC  QUICKBOOKS
+assets:transfers:checking-credit,/Payment to credit card ending in 1337/

example/mappings/credit.csv

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+assets:transfers:checking-credit,Payment Thank You - Web
+expenses:household,TARGET,credit=-28.77;date=2018/12/17
+expenses:car,METRO #83,credit=-12.34
+expenses:car,UBER OBC3E,credit=-30.41;date=2018/11/20

example/mappings/groceries.csv

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+expenses:groceries,/KROGER/
+expenses:groceries,TARGET,credit=-45.33;date=2018/12/04

example/result.ldg

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+
+2018/12/24 KROGER 12/22 ; DEBIT, 12/24/2018, KROGER 12/22, -25.87, DEBIT_CARD, 0, , 
+    expenses:groceries  $ 25.87
+    assets:checking     $ -25.87
+
+2018/12/20 KROGER 12/19 ; DEBIT, 12/20/2018, KROGER 12/19, -47.77, DEBIT_CARD, 0, , 
+    expenses:groceries  $ 47.77
+    assets:checking     $ -47.77
+
+2018/12/17 TARGET ; DEBIT, 12/17/2018, TARGET, -28.77, DEBIT_CARD, 0, , 
+    expenses:household  $ 28.77
+    assets:checking     $ -28.77
+
+2018/12/04 TARGET ; DEBIT, 12/04/2018, TARGET, -45.33, DEBIT_CARD, 0, , 
+    expenses:groceries  $ 45.33
+    assets:checking     $ -45.33
+
+2018/11/30 EMPLOYER USA LLC  QUICKBOOKS ; CREDIT, 11/30/2018, EMPLOYER USA LLC  QUICKBOOKS, 1337.28, ACH_CREDIT, 0, , 
+    income:job       $ -1337.28
+    assets:checking  $ 1337.28
+
+2018/11/06 KROGER 11/05 ; DEBIT, 11/06/2018, KROGER 11/05, -12.97, DEBIT_CARD, 3788.97, , 
+    expenses:groceries  $ 12.97
+    assets:checking     $ -12.97
+
+2018/11/02 EMPLOYER USA LLC  QUICKBOOKS ; CREDIT, 11/02/2018, EMPLOYER USA LLC  QUICKBOOKS, 1337.50, ACH_CREDIT, 0, , 
+    income:job       $ -1337.50
+    assets:checking  $ 1337.50
+
+2018/10/30 Payment to credit card ending in 1337 10/30 ; DEBIT, 10/30/2018, Payment to credit card ending in 1337 10/30, -59.90, ACCT_XFER, 0, , 
+    assets:transfers:checking-credit  $ 59.90
+    assets:checking                   $ -59.90
+
+2018/12/03 UBER ABO13 ; 12/03/2018, 12/04/2018, UBER ABO13, Travel, Sale, -29.37
+    expenses            $ 29.37
+    liabilities:credit  $ -29.37
+
+2018/11/20 UBER OBC3E ; 11/20/2018, 11/21/2018, UBER OBC3E, Travel, Sale, -30.41
+    expenses:car        $ 30.41
+    liabilities:credit  $ -30.41
+
+2018/11/19 KROGER 1337 ; 11/19/2018, 11/20/2018, KROGER 1337, Groceries, Sale, -10.74
+    expenses:groceries  $ 10.74
+    liabilities:credit  $ -10.74
+
+2018/11/18 METRO #83 ; 11/18/2018, 11/19/2018, METRO #83, Groceries, Sale, -12.34
+    expenses:car        $ 12.34
+    liabilities:credit  $ -12.34
+
+2018/10/30 Payment Thank You - Web ; 10/30/2018, 10/30/2018, Payment Thank You - Web, , Payment, 59.90
+    assets:transfers:checking-credit  $ -59.90
+    liabilities:credit                $ 59.90
+
+2018/09/06 Opening Balance
+    assets:checking  $-479.86
+    equity:opening balances
+