Red, thanks for the write up. It's motivating. Currently i have ingesting part fully automated, but have to manually download csv files.
It takes some time, and i am thinking about automating it as well. But hesitating on ROI (time needed to maintain downloading scripts vs manually downloading) cause ingesting, categorizing, etc was most time consuming part. Downloading is relatively quick. (though number of my institutions is growing :) ) Can ofget download csv files as well? Or only ofx? Can you specify date range of transactions for download? How reliable / breakable it is? Is there somewhere a list of institutions ofxget works with? On Monday, April 19, 2021 at 11:04:13 PM UTC-4 redst...@gmail.com wrote: > Given the interest in this topic, here is a new article: *Direct > Downloads > <https://reds-rants.netlify.app/personal-finance/direct-downloads/>* > > *> I'm interested in how you do password management for ofxget.* > > Ah, I nearly forgot about that, thanks for asking :). You will need this > patch > <https://github.com/csingley/ofxtools/commit/8f69ee1b70f2d4d11c7cfbf2f219144c66cdf586> > > (see this thread <https://github.com/csingley/ofxtools/issues/110>) until > it is released. > > On Monday, April 19, 2021 at 7:02:36 PM UTC-7 b...@bben.us wrote: > >> I'm interested in how you do password management for ofxget. >> >> On Mon, Apr 19, 2021, 17:47 redst...@gmail.com <redst...@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 :) >>>>>>> >>>>>> -- 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/0bb17295-2b13-456f-82f7-813fbf50c34fn%40googlegroups.com.
