Hi, I have 4 importers working now (1 core credit card, 2 banks, and 1 investment account) and these are all OFX files with balance assertions which is great.
The main question I have is that I'm now about to try to get 2 years of data imported to make the data useful. What is the best way to efficiently assign the expense accounts to all those transactions? Should I, 1. Push as many rules into each importer. For example, if $-amount equals = $2000 and/or description is "payment to ABC apts" then add label Expense:Rent.. 2. or manually just use the tab-complete in emacs and do this even for the repeat purchases (e.g. 24 times for 2 years for rent)? 3. or create some of keyboard macros to search for the $-amount and next line add the right expense amount for the repeat transactions like rent. 4. or try to label 2-3 months and then use the smart_importer. I was trying this approach but I couldn't get the smart_importer to work and I still don't know why (see this thread <https://groups.google.com/g/beancount/c/rjrbf6Y39ew)>). The last message seemed to indicate that I may need more data which may be the case. 5. or some other approach? I probably have 1500 bank transactions to work through and 3000 credit card transactions so trying figure out how best to get this all done and done quickly. I can see that as I do this regularly 1/month I can get this down to 5-10 minutes with scripts to fetch ofx files, script to call bean-extract, etc. My main question is what should I do now with the historical data to import? thanks, Jonathan -- 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/d647544f-64bc-4cc0-afcf-3e765ee6bae4n%40googlegroups.com.
