re. ROI: it's really a question of frequency IMO. I automate as much of the accounts that I update frequently. The other ones I just do a bit more manual work.
Be pragmatic; the goal is not to fully automate everything, the goal is to keep your books in order and minimize the total time (manual + programming) On Thu, Nov 11, 2021 at 8:32 PM Bman Q <mplo...@gmail.com> wrote: > 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 > <https://groups.google.com/d/msgid/beancount/0bb17295-2b13-456f-82f7-813fbf50c34fn%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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