Also want to give a shout out to Red for the really helpful posts and great contribution to getting going quickly with importing. I was able to get 3 importers working using this framework (one US bank that has OFX, one overseas bank with OFX), and one investment account.
I had a few questions regarding the code: 1) in the importer class you have "self.account_number_field = "account_id". How is that used? The OFX file has this: <BANKID>123456789<ACCTID>123456<ACCTTYPE>CHECKING. Is this relevant? 2) In your examples folder you have 2 entries for "self.filename_identifier_substring". Is this an "AND" match or is it a "OR" match? Do I hard code entries in my bank importer or is there a way to use the config file to pass those parameters. For example, in your importer for Vanguard you have self.filename_identifier_substring = 'OfxDownload.qfx' so does that mean I have to have the Vanguard files be called '***OfxDownload.qfx'? 3) My OFX for my bank has entries like this "<STMTTRN><TRNTYPE>DEP<DTPOSTED>20200131000000<TRNAMT>4.22<FITID>123<NAME>Credit Interest<MEMO>Deposit, Processed</STMTTRN> " Your config example has entries like "income' : 'INCOME:INTEREST:BANKNAME" Is this idea that this type of transaction automatically gets processed and put into that account? Out of the box it didn't happen has perhaps banking.py in libimport is looking for a different string. My question is how should I configure this or is this simply better to handle with the smart_importer and mostly ignore those configurations? thanks, Jonathan -- 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/e694e015-48ef-4ece-a986-87748725df85n%40googlegroups.com.
