hledger Import

Import records from an hledger journal file into your Surebeans journal.

When to use

Use this when you have an existing hledger journal and want to bring its records into Surebeans. Records are matched by account, so multi-account hledger files are split across the appropriate Surebeans accounts.

How to import

1. Open your Surebeans journal.
2. Go to ☰ → Import → hledger.
3. Select an .journal file. Surebeans follows include directives automatically.

What gets imported

• All transactions from the hledger file (and any included files)
• Account names are mapped directly from hledger paths
• Cleared status is preserved (* = Cleared, ! = Pending)

hledger rules import

If the selected file has a corresponding .csv.rules file, Surebeans can import if/account2 blocks as automation rules. Click Import Rules on the import screen to convert them.

Import Review

After importing, Import Review appears.

Limitations

• Only works with existing journals (no “create new journal” mode)
• Virtual postings (budget allocations) are not imported
• Comments and tags are not preserved