Match with variables

From time to time, you may find yourself writing similar import-matching rules with similar transaction templates. To avoid repeating yourself, you can also write multiple match conditions with their corresponding variables to be used by the template in the same import statement. For example, you can simply do the following two import statements:

imports:
  - name: PG&E Gas
    match:
      extractor:
        equals: "plaid"
      desc:
        prefix: "PGANDE WEB ONLINE "
    actions:
      - txn:
          payee: "{{ payee }}"
          narration: "Paid American Express Blue Cash Everyday"
          postings:
            - account: "Expenses:Util:Gas:PGE"
              amount:
                number: "{{ -amount }}"
                currency: "{{ currency | default('USD', true) }}"

  - name: Comcast
    match:
      extractor:
        equals: "plaid"
      desc: "Comcast"
    actions:
      - txn:
          payee: "{{ payee }}"
          narration: "Comcast"
          postings:
            - account: "Expenses:Util:Internet:Comcast"
              amount:
                number: "{{ -amount }}"
                currency: "{{ currency | default('USD', true) }}"

With match and variables, you can write:

imports:
  - name: Household expenses
    common_cond:
      extractor:
        equals: "plaid"
    match:
      - cond:
          desc:
            prefix: "PGANDE WEB ONLINE "
        vars:
          account: "Expenses:Util:Gas:PGE"
          narration: "Paid American Express Blue Cash Everyday"
      - cond:
          desc: "Comcast"
        vars:
          account: "Expenses:Housing:Util:Internet:Comcast"
          narration: "Comcast"
    actions:
      - txn:
          payee: "{{ payee }}"
          narration: "{{ narration }}"
          postings:
            - account: "{{ account } "
              amount:
                number: "{{ -amount }}"
                currency: "{{ currency | default('USD', true) }}"

The common_cond is the condition to meet for all the matches. Instead of a map, you define the match with the cond field and the corresponding variables with the vars field. Please note that the vars can also be the Jinja2 template and will rendered before feeding into the transaction template. If there are any original variables from the transaction with the same name defined in the vars field, the variables from the vars field always override.