On 2021-02-14 15:12, Dustin Farris wrote:
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.
Really glad to be able to help.
I think this would be a big step in the right direction. I think I like
to dabble / experiment in various things, too, but to everything (turn,
turn, turn) there is a season (turn, turn, turn) and maybe the great
wheel is swinging around now to a big consolidation / simplification
phase for you.
Get the biggest monkey off your back, first, then come back and let us
know how it's going and we can continue to refine the workflow
incrementally. Additional refinements may or may not even be needed,
depending...
And still, no one seems to be interested in my receipt -> photo ->
Beancount workflow. I am starting to wonder if I am mad. I really
thought I might have had my first taker there for a moment. :D
Cheers,
TRS-80
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