Mercury Hledger Rules

mercury.rules

# Hledger rules for Mercury (mercury.com) transactions.
# Requires the official `mercury` CLI tool[1] as well as jq.
#
# Authenticate once with:
#
#  mercury login
#
# Then convert to journal format:
#
#  hledger -f mercury.rules print
#
# or import just the new transactions into your main journal:
#
#  hledger import mercury.rules
#
# [1]: https://github.com/MercuryTechnologies/mercury-cli

source | mercury transactions list --format json | jq -r '[ (.postedAt // .createdAt)[:10], .id, .amount, .status, .kind, .accountId, (.trackingNumber // ""), (.counterpartyName // ""), (.counterpartyId // ""), (.bankDescription // ""), (.note // ""), (.categoryData.name // .mercuryCategory // ""), (.merchant.category // .mercuryCategory // "") ] | @csv'

fields date, id, amount, txnstatus, kind, accountId, trackingNumber, counterpartyName, counterpartyId, bankDescription, note, category, merchantCategory
currency $

account1 assets:bank:mercury:%accountId

description %counterpartyName

if %bankDescription [^ ]
  description %counterpartyName | %bankDescription

comment kind:%kind, mercury_id:%id

if %note .
  comment kind:%kind, mercury_id:%id, note:%note

if %txnstatus (failed|cancelled)
 skip

if %trackingNumber .
  code %trackingNumber

if %txnstatus pending
 status !

if %merchantCategory .
  account2 expenses:%merchantCategory

if %merchantCategory other
  account2 expenses:unknown

if %category Interest Earned
 account2 income:interest

if %kind (internalTransfer|treasuryTransfer)
 account2 assets:bank:mercury:clearing:%counterpartyId