On Thursday, April 1, 2021 at 3:09:36 AM UTC-7 Luciano Fiandesio 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. >
This article <https://reds-rants.netlify.app/personal-finance/transaction-builders/> covers the basics required for investment accounts (buys, sells, commissions/fees, cash/money market balance, commodity-leaf accounts). > > How do you handle balance assertions? > I don't. Beanborg main goal is to import transactions and assign expenses > based on some rules. > I've written about why automated balance assertions are critical to ensuring import integrity <https://reds-rants.netlify.app/personal-finance/automating-balance-assertions/> here. There are some exceptions, but CSV files don't generally include balances <https://reds-rants.netlify.app/personal-finance/a-word-about-input-formats-use-ofx-when-you-can/>; OFXs do. > > 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? > This is the unfortunate part of sharing ingest code: it's hard to share CSVs. Schwab uses multitable CSVs as does Vanguard AFAIK. See this article <https://reds-rants.netlify.app/personal-finance/making-sense-of-multitable-csvs/> for more. Unrelated to the above: have you considered releasing your rule-based categorizer as a hook for beancount's import process? This would make it an alternative approach to smart_importer <https://github.com/beancount/smart_importer>. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/620cd173-7817-4c28-8e0a-31b4a58ac7fen%40googlegroups.com.
