Re: The Five-Minute Ledger Update

I wouldn't count on it happening any time soon. Inertia works to our advantage here :). -absolutely, i just wanted to tell that i my opinion there is clear headwind for ofx and it's not the future, for several institutions i checked: capital one dropped ofx ~2018 schwab dropped ofx in 20

Re: The Five-Minute Ledger Update

I wouldn't count on it happening any time soon. Inertia works to our advantage here :). Quicken has struck deals with many institutions, and it's that interface that ofxget typically uses. Regardless, using ofxget is only a small part of the ingest, and is fairly quick and easy to setup, and mo

Re: The Five-Minute Ledger Update

I quickly looked at ofxtools, and runned "ofxget prof INSTITUTION_NICKAME" to see which ones (of important for me) i will be able to download. amex works, chase works, schwab not so i looked at issues, and found this discussion insightful: https://github.com/csingley/ofxtools/issues/93#issuecomm

Re: The Five-Minute Ledger Update

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:/

Re: The Five-Minute Ledger Update

Ofx is still the best, the institutions that have removed their API endpoints said they did so for security reasons. Vanguard and ibkr for example still offer ofx, just have to download it from the web with a browser or use selenium. On Fri, Nov 12, 2021, 05:51 Bman Q wrote: > "Sadly ofxget comp

Re: The Five-Minute Ledger Update

"Sadly ofxget compatible endpoints seem to be dying - every year less of the institutions I use support it." - Could you please explain why are they dying? Is there another new format / api coming that replaces it? "Several of them at least still support ofx export, but from their website, requ

Re: The Five-Minute Ledger Update

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 +

Re: The Five-Minute Ledger Update

Sadly ofxget compatible endpoints seem to be dying - every year less of the institutions I use support it. It's very easy to use though so if one of your banks works with it, definitely worth trying it. Several of them at least still support ofx export, but from their website, requiring selenium t

Re: The Five-Minute Ledger Update

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

Re: The Five-Minute Ledger Update

Given the interest in this topic, here is a new article: *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

Re: The Five-Minute Ledger Update

7;s extensibility was a core attraction for me, >>>>>> and it was clear the software was worth investing in. I started writing >>>>>> automation around it for my needs. Today, a bunch of that automation >>>>>> works >>>>>> surpr

Re: The Five-Minute Ledger Update

it was clear the software was worth investing in. I started writing >>>>> automation around it for my needs. Today, a bunch of that automation >>>>> works >>>>> surprisingly well, though it's taken effort to get here. >>>>> >

Re: The Five-Minute Ledger Update

et here. >>>> >>>> I've started writing up some of my Beancount workflows in the hope that >>>> it saves others tons of time. The first in this series is ledger updates. >>>> I'd previously posted this in a thread somewhere, but am creatin

Re: The Five-Minute Ledger Update

here. >>> >>> I've started writing up some of my Beancount workflows in the hope that >>> it saves others tons of time. The first in this series is ledger updates. >>> I'd previously posted this in a thread somewhere, but am creating a >>&g

Re: The Five-Minute Ledger Update

On 19/04/2021 11:37, redst...@gmail.com wrote: > I show the reasons here > , You forgot to count the grocery store fidelity cards and the library cards, with those you could easily bring the total count to 100.

Re: The Five-Minute Ledger Update

series is ledger updates. >> I'd previously posted this in a thread somewhere, but am creating a >> separate thread here, so I can post updates and such. >> >> Link to article series: *The Five-Minute Ledger Update >> <https://reds-rants.netlify.app/personal-finance

Re: The Five-Minute Ledger Update

get here. >> >> I've started writing up some of my Beancount workflows in the hope that >> it saves others tons of time. The first in this series is ledger updates. >> I'd previously posted this in a thread somewhere, but am creating a >> separate thread he

Re: The Five-Minute Ledger Update

ledger updates. I'd > previously posted this in a thread somewhere, but am creating a separate > thread here, so I can post updates and such. > > Link to article series: *The Five-Minute Ledger Update > <https://reds-rants.netlify.app/personal-finance/the-five-minute-l

The Five-Minute Ledger Update

d previously posted this in a thread somewhere, but am creating a separate thread here, so I can post updates and such. Link to article series: *The Five-Minute Ledger Update <https://reds-rants.netlify.app/personal-finance/the-five-minute-ledger-update/>* Extract follow: * Problem: