On Thu, Apr 1, 2021 at 6:09 AM Luciano Fiandesio <luci...@fiandesio.com>
wrote:

> Hi, try to answer some of the questions:
>
> > I'm wondering if your import scripts can be used for building investment
> transactions?
> I'm not sure, I don't track my investments using beancount. I wish I could
> give a better answer. Perhaps we could discuss the use case and try to
> figure out how to incorporate investment imports into beanborg.
>
> > How do you handle balance assertions?
> I don't. Beanborg main goal is to import transactions and assign expenses
> based on some rules.
>
> > How do you handle institutions that include multiple tables in a single
> csv?
> I have never encountered such case, do you have a "sanitized" CSV I can
> look at?
>
> > And I'm curious: why not use bean-file (I don't know what it's called in
> beangulp) for archiving?
> Sorry, I don't understand this question...what is a bean-file? Archiving
> in beanborg, is just about moving the imported CVS file into an archive
> folder.
>

"bean-file" is just that: a tool to file away an imported download to a
cleanly renamed directory following the hierarchy of accounts.
This is why the importers have an method to return the associated account.
It's now called "archive" in the updated beangulp, and is just one of the
subcommands.




>
> > would you be willing to share institution specific configs with the
> community?
> 100%, this was actually a goal of the project.
>
> On Thursday, 1 April 2021 at 04:33:34 UTC+2 redst...@gmail.com wrote:
>
>> Nice to see others writing importers. And great, comprehensive
>> documentation too! Thanks for sharing this.
>>
>> I'm wondering if your import scripts can be used for building investment
>> transactions? How do you handle balance assertions? How do you handle
>> institutions that include multiple tables in a single csv? And I'm curious:
>> why not use bean-file (I don't know what it's called in beangulp) for
>> archiving?
>>
>> Finally, would you be willing to share institution specific configs with
>> the community?
>>
>> On Tuesday, March 30, 2021 at 1:46:53 PM UTC-7 Luciano Fiandesio wrote:
>>
>>>
>>> Hello, cheers! I would like to share *Beanborg*, a small project I have
>>> been working on to semi-automatically import CSV transactions into a
>>> Beancount ledger.
>>>
>>> From the *README*:
>>>
>>> Goals and key features
>>>
>>> Beanborg has two main design goals:
>>>
>>>    - automatic matching of transaction data with the correct Expense
>>>    accounts
>>>    - speed, the tool is designed to process several financial CSV file
>>>    in few seconds
>>>
>>> Other features:
>>>
>>>    - a sophisticated and extendible rule-based system
>>>    - avoid duplicates during the import
>>>    - highly configurable
>>>    - smart archiving function: when archiving a CSV file, the file is
>>>    renamed using the start and end date of the CSV file
>>>
>>> I have been using this tool for the last 18 months. Happy to share in
>>> case someone wants to try it out:
>>> https://github.com/luciano-fiandesio/beanborg
>>>
>>> Feedback welcome!
>>>
>>> Luciano
>>>
>>>
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