I also noticed that balance statements have the wrong date with some
(but not all) banks when using the beancount OFX, which matches
exactly what you describe.

* Frederick Noon <[email protected]> [2020-10-21 11:38]:
> Will-do.  I found that my change matched the usage of at least 3 of the 
> institutions I was using, but didn't know how representative my sample was.
> 
> On Wednesday, October 21, 2020 at 7:13:28 AM UTC-7 [email protected] wrote:
> 
> > These importers are intended merely as examples and aren't supported as 
> > general importers.
> > The OFX importer, in particular, is based on a particular use case and is 
> > not a general purpose thing that would work in every case.
> >
> > I suggest you use one of the OFX libraries on github to build yourself an 
> > importer that will support the tags your particular institution yields. 
> > (Unfortunately, there's a lot of variation between institutions, even 
> > within the format.)
> >
> >
> >
> > On Tue, Oct 20, 2020 at 8:50 PM Frederick Noon <[email protected]> wrote:
> >
> >> Advice requested...
> >>
> >> The off-the-shelf v2 *ingest/importers/ofx.py* uses the *DTASOF* value 
> >> of the *LEDGERBAL* section as the file date.  However, I find that this 
> >> date is consistently the date I downloaded the data from my bank, not the 
> >> closing date of the period I asked for.  So if, in April, I download 
> >> transactions for January into one file, then download transactions for 
> >> February into another, I get a name collision when running *bean-file* 
> >> as *ofx.py* says each file has a max_date in April.
> >>
> >> To change this behavior in my installation I've modified *ofx.py* to 
> >> look for the *DTEND* value in the *BANKTRANLIST* section, which gives me 
> >> the end of the period I queried my bank for.  This has worked out very 
> >> well 
> >> for me.
> >>
> >> So: is this a bug in *ofx.py,* or am I misapplying the importers 
> >> feature?  Or is this a behavior that varies widely from bank to bank?  
> >> Should I pack my changes into a pull request for others to use?
> >>
> >> Thanks in advance.
> >>
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> >> .
> >>
> >
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-- 
Martin Michlmayr
https://www.cyrius.com/

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