> the sheer volume of work here is an aspect of your "problem"
> that I feel should be identified in it's own right, and addressed.

☝️I’m glad to hear you say that — I couldn’t tell if I’m just doing it wrong or 
if 25+ really is a lot.

I feel like I should probably consolidate this somehow.  My wife and I have 
separate checking/savings accounts.  I’m tracking our insurance account HRA 
transactions.  5 credit cards.  We have multiple investment accounts each with 
Fidelity, Vanguard, SallieMae, Barclays.  And then miscellaneous “crowd funded” 
investments e.g. lending, private equity, real estate, digital currency — most 
of which do not provide any kind of useful export and have to be entered 
manually.  And we have several foreign accounts.  And in case that comes off 
sounding like we have a lot of money, we don’t, we’ve just dabbled around with 
various instruments/institutions over the years; a couple thousand here, couple 
thousand there, and now I'm in accounting hell.

-- 
Dustin Farris
(646) 671-2007



> On Feb 14, 2021, at 11:10 AM, TRS-80 <[email protected]> wrote:
> 
> On 2021-02-07 10:23, Dustin Farris wrote:
>> * I update my journal every month.  Getting updated transactions from
>> 25+ different accounts every month is very time consuming.
> 
> I just noticed this, while reading back over the last email I sent.
> That is a tremendous number of accounts (I am assuming by "account" here
> you mean bank/brokerage/card or whatever).  I can only imagine how many
> /transactions/ that actually works out to.
> 
> Therefore maybe some automation /is/ in order, in your case.  Or hiring
> a bookkeeper / assistant!  At minimum, I would suggest putting aside a
> significant amount of your own time to be able to handle the workload
> properly.  But I am sure you are aware of that already.
> 
> Anyway, the sheer volume of work here is an aspect of your "problem"
> that I feel should be identified in it's own right, and addressed.
> Although the "right" solution will depend on what suits you and your
> situation.
> 
> In a way, text based accounting may be the only tool which makes such a
> complicated and voluminous workload possible to keep track of
> (especially when considering long term archival, and eschewing lock-in).
> Perhaps that's why you keep coming back, maybe you are (consciously or
> not) realizing the limitations of off-the-shelf tools.  As mentioned in
> my other email already, maybe it's then juat a matter of fashioning some
> tools /around/ Beancount to help you keep up with the volume.
> 
> Cheers,
> TRS-80
> 
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