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Jim Leslie

About the tool

This Perl utility script will allow you to quick strip the split or utility file and display transaction month and year information. It is intended simply to save time when uploading using that export in any spreadsheet tool to perform analysis.

Why This Was Developed

I used GnuCash for more than 7 years to track my finances and for analysis. The feature I found very useful was the ability to export transactions into a CSV file. It exports all the data for the transactions including the transaction header and splits into a CSV file for me to preform deeper analysis using Microsoft Excel or LibreOffice Calc (I have used both applications).

It is useful that they provided all the details. However, I noticed that I was performing the same three tasks to get that file into a format for me to perform my analysis:
1. Remove the split (S) transaction types, leaving the header (T) transaction types, or vice verse.
2. Add columns to display the month which the transaction occurred.
3. Dispalying the amount value based on the difference between the Amount To and Amount From fields.

Instead of trying to create a macro in either spreadsheet application that would perform those tasks, I personally felt that it would be easier and quickly to add the information by running a script, in this case Perl, and then use the output from that script to start analyzing this tool.

I has worked for me and if you use GnuCash I hope you will find this tool helpful to perform deeper analysis.

Enjoy!!!

Also view:

[Instructions] - Detail instructions on how to use the tool and the options that can be used.
[File Layouts] - Understand the input file (extract from GnuCash Transaction Export) and the output file generated by this tool


Related

Wiki: File Layouts
Wiki: Instructions

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