Hi Martin, Thanks for the response. Yes a general rules framework/solution that can be easily configured would be great and save a lot of effort and happy to help think about how it might work.
I like the suggestion of creating opening balances and adding data later. Goal should get something that is accurate now and I can add data to on a monthly basis going forward and then try to get 1-2 years of data to be accurate so it can help me with any tax issues. thanks, Jonathan On Saturday, May 15, 2021 at 11:42:38 PM UTC+12 [email protected] wrote: > * [email protected] <[email protected]> [2021-05-15 03:33]: > > 1. Push as many rules into each importer. > > I wouldn't put the rules into each importer. I'd keep each importer > focussed on producing a basic transaction. I'd then have a second > stage importer which takes those transactions and amends them. This > way you don't need to replicate similar logic in each importer. > > > For example, if $-amount > > equals = $2000 and/or description is "payment to ABC apts" then add label > > Expense:Rent. > > I have an importer that does something like that. There are a number > of similar "rules-based" importers available. I was planning on > sending an email with an overview of each in the hope that we can > collaboratively work/agree on *one* solution, but I won't have time in > the next few weeks. > > I can make my solution available with some examples if that'd be > useful, though. > > > 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? > > You can always create opening balances for a specific point in time > and go back later and add more transactions. > > -- > Martin Michlmayr > https://www.cyrius.com/ > -- 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/7581c37a-b8f4-47d3-b906-ce7d037549ffn%40googlegroups.com.
