Apologies for the late reply, I just saw this. Anyway, this thread has some answers and an example Martin gave me when I started several months ago. I too needed some direct examples to understand how to do it. I haven't tried the OFX yet, but have successfully done three CSV importers now. Capital One Visa was the nicest, most information. (I also like Capital One because it doesn't charge a Foreign Transaction Fee) Fidelity Visa lacked some fields, and the CSV from my bank had "Export History for account ..." above the column header row (top of file) which caused the CSV parser to error. The file also had double quotes around the header fields, and two columns of the data fields. This caused the extract not to print anything at all. I like to enter my transactions as a stack with the latest on top, and Martin graciously added that to the code.
Jonathan On Friday, January 27, 2017 at 10:20:50 PM UTC-5, Dan Cohen wrote: > > Hello, > > I'm new to beancount; I'd like to get started. I've reviewed a lot of > the documentation, and am ready to start ingesting transactions into my > beancount file. I'm lost on the ingest tools. I see the logic in the > methodology, but I need something more step by step. can someone help me > with this? > > for instance, > > I have multiple accounts with a common bank (checking, savings, money > market) I downloaded the CSVs and the headers include. > BANK ID,Account Number,Account Type,Balance,Start Date,End > Date,Transaction Type,Transaction Date,Transaction Amount,Transaction ID, > Transaction Description > > And 2 credit cards account CSV files have headers: > "Status","Date","Description","Debit","Credit" > or > "Status","Date","Description","Debit","Credit","Member Name" > > what goes in the config.import file? > > CONFIG = [ > > > ] > > What is the easiest way for me to get started? Thanks, Dan > > -- 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 [email protected]. To post to this group, send email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/4d9a89da-49af-4027-8736-a3954c3c5b02%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
