Martin, Currently, where is the "ledgerhub.importers.generic.ofx_invest" importer, or anything that substitutes it for Vanguard?
Thanks, Lluis On Friday, May 22, 2015 at 4:57:35 PM UTC-7, [email protected] wrote: > > Hi Martin or anyone who has experience with this: I'm trying to figure out > how others are getting the data from their brokerage/investment > institutions into Beancount. I'll use Vanguard as an example. Specifically: > > 1. The import process: Do you use .csv or ofx? With ofx, Vanguard only > allows the past 18 months of transactions. So I have screenscraped .csv > data, which doesn't have the 18-month limit. I see an incompletely > ledgerhub importer. I'm trying to not reinvent the wheel here. Also, to get > into the gorier details, are there things to watch out for when importing? > I have my own importer cobbled together when I used ledger, but that falls > far short of what I'm hoping beancount will help me accomplish. > > 2. I've used Specific ID of shares. So I'm mainly interested in automatic > lot matching. Is this supported already? The documentation says to watch > out for "upcoming changes." Even if it is not supported, what's the best > practice on getting my data in, in such a way that a) when support arrives, > everything will work, and b) so I don't leave out any data from the source, > and get everything into Beancount so I don't have to redo this? > > Thanks in advance! > -- 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/65f33a6c-2589-4d3e-8237-8b0e73d560d2%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
