I might be missing something, but why not simply import it from your 
institution?

Else, doesn't it seem like a lot of trouble to insert a transaction when 
the date and amount are likely incorrect?

On Monday, January 13, 2025 at 7:02:52 AM UTC-8 Brian Lalor wrote:

> How do folks manage recurring transactions?  I have written a Python 
> script that processes a recurring.beancount file with entries like
>
>     2024-05-30 R "Dividend Paid" "Interest"
>         rrule: "RRULE:FREQ=MONTHLY;BYMONTHDAY=-1"
>         Assets:Bank:Checking                                               
>     0.01 USD
>         Income:Bank:Checking:Interest
>
> I run that script with a target month and output the result to a per-month 
> ledger file that’s included in my main ledger:
>
> python ../../hacks/generate_recurring.py recurring.beancount 2025-01 > 
> 2025-01.beancount
>
> The result is an entry that looks like
>
>     2025-01-31 R "Dividend Paid" "Interest"
>         Assets:Bank:Checking                                               
>     0.01 USD
>         Income:Bank:Checking:Interest
>
> When I get confirmation of the date and amount of a transaction (which may 
> not be exactly on schedule or the same amount every instance), I update the 
> date, amount, and flag. When the transaction clears my bank, I mark it as 
> cleared with the * flag.
>
> This works, but feels kind of clunky.  Although I don’t really love the 
> beangulp importer workflow, it’d be nice to have recurring transactions 
> “imported” as part of that process.  
>
> — 
> Brian Lalor (he/him)
> bla...@bravo5.org
>
>

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