You may want to take a look at

https://github.com/jbms/beancount-import

That does a lot of what you describe here, and I'm also very open to
collaborate on making it better or integrating it with other tools.

In particular I've been meaning to look into integrating it with fava.


On Tue, Dec 4, 2018, 18:17 Lluís Pàmies i Juárez <ll...@pamies.cat wrote:

> I have an idea for a new way to import financial data to Beancount.
> Probably someone had had the same idea before in this group, so I would
> like to understand the problems with it.
>
> Right now you basically need to manually write importers for each source
> of financial data. This is tedious and not for the average Joe.
>
> Instead, one could have basic scripts that translate from OFX/CSV
> "postings", basically (date, price, amount, memo, etc). This seems easier,
> and more reusable, it's just a one-to-one map. We could easily have a
> repository of mappings for each financial institution. Then you could have
> an UI (some extension of Fava maybe) that orders by date all these postings
> from all sources. Then you select pairs of postings (or more than two
> postings) and hit a button "Create Transaction". Boom! these postings
> disappear from the list.
>
> Additionally you could have the option to add an adhoc postings to the
> group to make it balance to zero. This process might not work for 100% of
> the postings, but it seems that it would take less time to manually fix
> some entries than writing lots of importers. You could also use columns
> from the input file (e.g.: symbol, fund, subaccount, etc), to personalize
> account hierarchies.
>
> I am thinking to write something like this, and I would like to know where
> this model falls apart. Thanks!!
>
> --
> Lluís Pàmies i Juárez
> http://lluis.pamies.cat
>
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