I'm interested in how you do password management for ofxget. On Mon, Apr 19, 2021, 17:47 redst...@gmail.com <redstre...@gmail.com> wrote:
> Cool, happy to hear this! > > I'll write these articles up soon. Meanwhile, here's a preview of both: > > My testing framework is rather rudimentary, but works well: it's just a > few shell scripts to run my importers across every ofx I've ever > downloaded, and compare the output to reference beancount files. Details, > limitations, and such soon, in a post. > > I use ofxget > <https://ofxtools.readthedocs.io/en/latest/client.html#locating-ofxget> > (from ofxtools <https://ofxtools.readthedocs.io/en/latest/>) to automate > the downloads. I'll post soon on some minimal code I use around it to store > credentials in `pass`, and such. > > Perhaps I'll look into to the possibility of doing a screen GIF of my > entire workflow so people can compare and see their sticking points in > truly getting it down to under 5mins. Privacy is the main issue. > > On Monday, April 19, 2021 at 3:09:22 PM UTC-7 xen...@gmail.com wrote: > >> Keeping up with my own finances was lagging behind until I found this set >> of posts. They helped me to reduce the overall time it will take to process >> everything (though I doubt I'll get it down to 5 minutes like you). >> >> I'm excited to continue reading about your setup as you publish, but I'm >> especially interested in the posts about you testing framework and how >> you're automating downloads. >> >> Thanks for writing this! >> >> On Mon, Apr 19, 2021 at 2:27 PM redst...@gmail.com <redst...@gmail.com> >> wrote: >> >>> Happy it's helpful! Feel free to let me know what else might be helpful >>> to discuss here or as comments in the articles. >>> >>> On Sunday, April 18, 2021 at 10:38:10 AM UTC-7 b...@bben.us wrote: >>> >>>> Thanks for putting this together! >>>> >>>> On Sun, Apr 18, 2021, 10:22 cha...@gmail.com <cha...@gmail.com> wrote: >>>> >>>>> Very well put-together. I will say that for me the thing that made it >>>>> easy to stick with Beancount, and plain text accounting in general, is to >>>>> simplify my financial life. >>>>> >>>>> I have one login for my checking/savings/brokerage/retirement/main >>>>> credit card acounts, another couple CCs, my mortgage, and just don't track >>>>> much other stuff (like airline miles). >>>>> >>>>> This simplicity also probably stops me from getting into things that >>>>> wouldn't be good for my financial life, like day trading :) >>>>> >>>>> On Friday, April 16, 2021 at 5:23:16 AM UTC-4 redst...@gmail.com >>>>> wrote: >>>>> >>>>>> A few years ago, I found Beancount and very quickly understood how >>>>>> well it solved many problems in personal finance software that I'd faced >>>>>> for years prior. Beancount's extensibility was a core attraction for me, >>>>>> and it was clear the software was worth investing in. I started writing >>>>>> automation around it for my needs. Today, a bunch of that automation >>>>>> works >>>>>> surprisingly well, though it's taken effort to get here. >>>>>> >>>>>> I've started writing up some of my Beancount workflows in the hope >>>>>> that it saves others tons of time. The first in this series is ledger >>>>>> updates. I'd previously posted this in a thread somewhere, but am >>>>>> creating >>>>>> a separate thread here, so I can post updates and such. >>>>>> >>>>>> Link to article series: *The Five-Minute Ledger Update >>>>>> <https://reds-rants.netlify.app/personal-finance/the-five-minute-ledger-update/>* >>>>>> >>>>>> Extract follow: >>>>>> * Problem: Updating Your Ledger is a Pain! * >>>>>> >>>>>> *That’s right, updating your ledger with data from your financial >>>>>> institutions is the most laborious and frustrating part of personal >>>>>> finance. It doesn’t need to be so with Beancount, which is the point of >>>>>> this series of articles.* >>>>>> >>>>>> *With a little bit of effort upfront, open source tooling can >>>>>> actually be way better than commercial solutions, and far more flexible >>>>>> and >>>>>> extensible.* >>>>>> >>>>>> *Zero Effort Updates* >>>>>> >>>>>> *The ultimate vision of this set of articles is to have your ledger >>>>>> updated automatically with zero effort from you. How close can we get to >>>>>> that vision? When I started out, each update would take hours of >>>>>> frustrating effort and reconciliation across 60+ accounts at >>>>>> institutions. >>>>>> So much so, I only did updates once in a few months. After understanding >>>>>> why, and developing solutions, I am now at a point where my ledger >>>>>> updates >>>>>> take well less than five minutes.* >>>>>> >>>>>> *Bringing it down to under five minutes was critical to making >>>>>> personal finance productive and fun, because it lets me get away from >>>>>> tinkering, and enables me to focus on the actual finances.* >>>>>> >>>>> -- > 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/41514faa-8e6a-4be9-944d-7d8c2f65999an%40googlegroups.com > <https://groups.google.com/d/msgid/beancount/41514faa-8e6a-4be9-944d-7d8c2f65999an%40googlegroups.com?utm_medium=email&utm_source=footer> > . > -- You received this message because you are subscribed to the Google Groups "Beancount" group. 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