diff --git a/hledger/Hledger/Cli/Commands/Import.md b/hledger/Hledger/Cli/Commands/Import.md index e54480b659a..9bd0f190ab1 100644 --- a/hledger/Hledger/Cli/Commands/Import.md +++ b/hledger/Hledger/Cli/Commands/Import.md @@ -44,22 +44,10 @@ This is a simple mechanism that works well for most real-world CSV, where: 3. the order of same-date items is stable across imports 4. the newest items have the newest dates -If the downloaded file name does change, you could use the rules file -(with a `source` glob rule) as the import source instead. -Also if there is occasional instability in item dates/order, it is usually harmless. -(You can reduce the chance of disruption by downloading and importing more often.) +(Occasional minor instabilities in item dates/order are usually harmless. +You can reduce the chance of disruption by downloading and importing more often.) -If overlap detection does go wrong, it's not too hard to recover from: - -- You'll notice it when you try to reconcile your hledger balances with your bank. -- `hledger print FILE.csv` will show all recently downloaded transactions. - Compare these with your journal and copy/paste if needed. -- You can manually update or remove the `.latest.FILE`, or use `--catchup`. -- You can use `--dry-run` to preview what will be imported. -- Download and import more often, eg twice a week, at least while you are learning. - It's easier to review and troubleshoot when there are fewer transactions. - -Here's how it works in detail: +Here's how overlap detection works in detail: For each `FILE` being imported with `hledger import FILE ...`, @@ -74,6 +62,16 @@ For each `FILE` being imported with `hledger import FILE ...`, 3. After a successful import of all FILE arguments, without error and without `--dry-run`, hledger saves the new latest dates in each FILE's `.latest.FILE` for next time. +If overlap detection does go wrong, it's not too hard to recover from: + +- You'll notice it when you try to reconcile your hledger balances with your bank. +- `hledger print FILE.csv` will show all recently downloaded transactions. + Compare these with your journal and copy/paste if needed. +- You can manually update or remove the `.latest.FILE`, or use `--catchup`. +- You can use `--dry-run` to preview what will be imported. +- Download and import more often, eg twice a week, at least while you are learning. + It's easier to review and troubleshoot when there are fewer transactions. +