On Thursday, November 28, 2024 at 10:48:33 PM UTC-8 groa...@gmail.com wrote:
Fava works pretty well with the beancount_reds_importers <https://github.com/redstreet/beancount_reds_importers> framework, for the most part. The reason I like using it is it adds a nice way to quickly step through each transaction, verify it, and make adjustments to any where you didn't like the result generated by smart_importer. Then it imports them into the specific section or file relevant to the main account of the importer. It's fast, displays only a single import candidate at a time so you don't get confused and reduces the frequency in which you have to work with the raw ledger. Importing an OFX file with multiple accounts is the only thing so far that it really doesn't work with. Although it's not a huge deal to split them up by account. Arguably could be preferable for a document filing perspective. Very helpful summary, thanks! My own process is [documented here](https://reds-rants.netlify.app/personal-finance/putting-it-all-together-into-a-workflow/), and is basically the same thing, except it's all scripted (gists are in that article) My editor (neovim) is setup with the Beancount related tools you can find here, especially the one that autocompletes accounts to correct what smart_importer didn't get right. I use [a patch](https://reds-rants.netlify.app/personal-finance/structuring-your-source-tree/) to maintain per-account `.beancount` files, which makes it easy to have context when appending from an import. Glad to know Fava has a similar workflow. I'll add it to that article. By the way, thank you so much for your work on beancount_reds_importers <https://github.com/redstreet/beancount_reds_importers>! I'm new to beancount and python and your importer framework made it possible for me to get up and running quickly! Most welcome, and glad that helped in that way! And thanks for contributing the pdf reader! I'll have a look at the PR soon. -- 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 visit https://groups.google.com/d/msgid/beancount/7aa31f9c-cf01-4d60-be12-7d3a65f283fbn%40googlegroups.com.
