You may want to take a look at my project, Beanborg: https://github.com/luciano-fiandesio/beanborg I have used it for over a year to automatically import several types of external CSV files from different financial institutions. It doesn't take long to setup and once is configured, assuming you have the CVS ready, it's a matter of launching a script. I do my weekly "imports" in less than 5 mins, and between my wife and myself, we have 8 different accounts.
Feel free to reach out if you need more info. L On Sunday, 7 February 2021 at 16:23:54 UTC+1 [email protected] wrote: > I've been using beancount for a little over a year to manage my personal > finances as well as some side self-employment accounting. I have twice > gotten frustrated to the point of trying other products (specifically > Personal Capital, Mint, Quicken, and QuickBooks) but give up and come back > to command-line accounting for reasons probably familiar to everyone in > this group. > > So here are my frustrations and what I'm going to attempt to do for myself > to address them. I'm mainly venting here, but if anyone has any > suggestions I'd really appreciate them. > > > - I update my journal every month. Getting updated transactions from > 25+ different accounts every month is very time consuming. > - Todo: Research programmatic downloads of transactions from all > banks (has this been done already?) > - The beancount file is getting overwhelmingly large after just 1 > year. This is making it hard for me to jump around and find/fix things. > I > often have personal transactions that cross equity accounts into our > rental > business, or my software engineering self employment. > - Todo: split personal.beancount into smaller journals (by month?) > - omni-complete in vim is an awkward keyboard chord and account > completions in vim are sometimes broken depending on what you last typed > - Todo: try VSCode which can now embed neovim and has it's own > beancount extension that should make the editing experience nicer > - except VSCode folding is weird so this might actually make > things worse > - I still don’t understand how reporting works, and part of that is > because I don't use it enough. I feel like I'm relearning Beancount Query > Language every time I do need something. > - Todo: keep a list of commonly-used queries > - reconciling receipts / splitting transactions is time consuming, > although vim macros help here > - Todo: Improve importer recognition of payees and likely expense > accounts > - no way to attach receipt pictures to transactions? > - Todo: Research beancount tooling or other apps to capture receipts > - fava is nice, but could be nicer > - Todo: Research writing a new frontend reporting/visualization > tool and/or contribute to fava > > > > > -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/6c2147d3-391b-49d9-89b0-34f7d93b8cf1n%40googlegroups.com.
