diff --git a/merchant_map.json b/merchant_map.json index 19668ab..0250d42 100644 --- a/merchant_map.json +++ b/merchant_map.json @@ -5,6 +5,120 @@ "daily_cash_adjustment": "'DAILY CASH ADJUSTMENT' => Apple Card Daily Cash; the ADJUSTMENT is NEGATIVE cashback income (clawback on a return). Sign follows amount; revenue acct 'Apple Card Cashback'." }, "rules": [ + { + "match": "UTRECHT ART 80044718921930 EAST", + "account_name": "Blick's Art Supply", + "category": "Recreation: Painting", + "type": "withdrawal" + }, + { + "match": "PARKHURST@WESTINGHOU 71000 WESTI", + "account_name": "Westinghouse Food Court", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "5GUYS 1061 QSR 20002 US 19 CRANB", + "account_name": "Five Guys", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "FIRESTONE347119 20030 ROUTE 19 C", + "account_name": "Firestone", + "category": "WRX (Aimee)", + "type": "withdrawal" + }, + { + "match": "SQ *PITTS HALAL GUYS I136 COUNTY", + "account_name": "Halal Guys", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "MASABI PRTREADY2RIDE HEINZ 57 CE", + "account_name": "PRT", + "category": "Travel", + "type": "withdrawal" + }, + { + "match": "TST*BUDDYS PLACE 1470 S MAIN ST", + "account_name": "Buddy's Place", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "4UP*TOT HILL FARM GOL 3185 TOT H", + "account_name": "Tot Hill Farm", + "category": "Recreation: Golf", + "type": "withdrawal" + }, + { + "match": "KRISPY KREME #0108 2116 HAWKINS", + "account_name": "Krispy Kreme", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "EXXON 7-ELEVEN 35547 9608 UNIVER", + "account_name": "Exxon", + "category": "Auto: Fuel", + "type": "withdrawal" + }, + { + "match": "PUBLIX #1453 2222 SOUTH BLVD CHA", + "account_name": "Publix", + "category": "Groceries", + "type": "withdrawal" + }, + { + "match": "TST*YAMAZARU 2173 HAWKINS ST A C", + "account_name": "Yamazaru", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "STOP AND GO CONVENIENT1632 SOUTH", + "account_name": "Stop and Go", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "SP LEATHERMAN CA B2C 12106 NORTH", + "account_name": "Leatherman", + "category": "Tools", + "type": "withdrawal" + }, + { + "match": "TST* GRACE O'MALLEY'S 157 N TRAD", + "account_name": "Grace O'Malley", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "SQ *SMIP - CHARLOTTE M5239 Z MAX", + "account_name": "Charlotte Motor Speedway", + "category": "Clothes", + "type": "withdrawal" + }, + { + "match": "LEXINGTON BARBECUE INC100 SMOKEH", + "account_name": "Lexington BBQ", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "TST* WOODEN ROBOT BREW1440 S TRY", + "account_name": "Wooden Robot Brewing", + "category": "Restaurants", + "type": "withdrawal" + }, + { + "match": "MOBILE DEPOSIT xxxxx1536 MOBILE DEPOSIT xxxxx1536", + "account_name": "Emerson", + "category": "Wages", + "type": "deposit" + }, { "match": "SETTEBELLO LLC - S260 S", "account_name": "Settebello Llc", diff --git a/migration/test_overlap_review.html b/migration/test_overlap_review.html new file mode 100644 index 0000000..962a3e3 --- /dev/null +++ b/migration/test_overlap_review.html @@ -0,0 +1,385 @@ + + + + + +Firefly import review + + + +
+

Firefly import review

+
+
+ + +
+ +
+

Needs Clarity UNMATCHED + REVIEW — set the + canonical account, category, budget, then approve

+ + + +
#DateAmountDescriptionAccountCategoryBudgetCommentDecision
+ +
+ +
+

Auto-Proposed matched a rule — approved by + default, deny or edit if wrong

+ + + +
#DateAmountDescriptionAccountCategoryBudgetCommentDecision
+ +
+ +
+

All Transactions complete picture, read-only + (includes skipped duplicates)

+ + + +
#DateAmountTypeDescriptionBucketTarget
+
+ + + + + +