Bman, What Martin says below is key: trying to automate a 100% of your ingest isn't worth it. This was going to be the point of an article called "Being Smart About Which Accounts to Update When" that I haven't yet published on The Five-Minute Ledger Update <https://reds-rants.netlify.app/personal-finance/the-five-minute-ledger-update/> .
To answer your other question: the ofx standard is not going away anywhere. What Ben has seen erode a bit is the downloading mechanism (scriptable API for getting the ofx vs. downloading them manually by logging in to the website). I personally have seen one institution remove it and one add it over the past couple years. YMMV. *> Can ofget download csv files as well? Or only ofx? * I've never seen csv, only ofx *> Can you specify date range of transactions for download?* Yes, but YMMV on the range institution accepts. See ofxget scripts. *> How reliable / breakable it is? Is there somewhere a list of institutions ofxget works wi* Very reliable for me. I've seen it break once over the last 3-4 years when the institution decided to make an API change. ofxget pushed a fix quickly. Yes, on the list, use this command: ofxget list On Thursday, November 11, 2021 at 7:17:58 PM UTC-8 bl...@furius.ca wrote: > 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 <mpl...@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+...@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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