With that many transactions, (4) would be your easiest and least effort, IMHO. Debugging that should give you a big payoff.
On Saturday, May 15, 2021 at 3:33:42 AM UTC-7 [email protected] wrote: > 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/86df4812-0fdb-4a39-ae61-7211fd0af68bn%40googlegroups.com.
