Ledgerhub is a retired project.

I have 3 importers that support Vanguard for OFX, CSV and PDF (for filing
only).
I don't maintain these externally by default, but if you want I can share a
copy of them.
(Warning: it's not great code, and it depends a little bit on the structure
of how accounts.)




On Sun, Apr 22, 2018 at 11:02 AM, <llpam...@gmail.com> wrote:

> 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, redst...@gmail.com 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!
>>
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