Thanks for the example (which was sent offline to me). Done here <https://github.com/redstreet/beancount_reds_importers/commit/53f25577e92e60778c2df0577b0ccb8550c6dc45>. Use the same pip command to install.
See the run_test.bash here <https://github.com/redstreet/beancount_reds_importers/tree/fidelity_csv/beancount_reds_importers/fidelity_csv/examples> and fidelity_csv.import in the same directory for an example of how to extract different accounts. The importer is only for brokerage transactions. Your example contained what looked like a checking account, for which it should be trivial to write a banking importer in beancount-reds-importers. Which leads me to ask: have you tried using ofx? See this article: A Word About Input Formats - Use OFX When You Can <https://reds-rants.netlify.app/personal-finance/a-word-about-input-formats-use-ofx-when-you-can/> The fidelity ofx importer in beancount-reds-importers works well. You don't even need to use your browser, you can set it up to direct download <https://reds-rants.netlify.app/personal-finance/direct-downloads/>. On Friday, June 3, 2022 at 8:09:16 PM UTC-7 Red S wrote: > Yes, that's easy. Can you send an example .csv without your private data? > Or paste a sample row, and the header row here. > > On Friday, June 3, 2022 at 7:22:44 PM UTC-7 [email protected] wrote: > >> I had a desire to try to keep things as minimal as possible and work >> towards understanding what's actually going on before adding something like >> beancount_reds (it comes up basically whenever I google an import question) >> but taking a look at your example, it does look like it's going to save me >> a lot of time getting my fidelity data imported >> >> One question -- have you considered adding support for csv files from >> Fidelity that have multiple accounts? Here's the scenario: >> >> - I have many fidelity accounts >> - I can export a csv for each one, which would match your example here >> >> <https://github.com/redstreet/beancount_reds_importers/blob/fidelity_csv/beancount_reds_importers/fidelity_csv/History_for_Account_X99999999.csv> >> >> exactly >> - I can also go to "all accounts" in fidelity and export one csv for >> everything (columns are `Run Date,Account,Action...` instead of `Run >> Date,Action...`) >> - Significant reduction in CSV files that need to be downloaded but >> some code would need to leverage the account column to dynamically update >> the Assets:Fidelity:<account> entry for beancount >> >> Appreciating the guidance. >> On Friday, June 3, 2022 at 10:49:18 AM UTC-7 Red S wrote: >> >>> I haven't used csv.py in a while, but use beancount_reds_importers >>> <https://github.com/redstreet/beancount_reds_importers> (I'm the >>> author). >>> >>> If your fidelity csv file looks like this >>> <https://github.com/redstreet/beancount_reds_importers/blob/fidelity_csv/beancount_reds_importers/fidelity_csv/History_for_Account_X99999999.csv>, >>> >>> then the fidelity_csv >>> <https://github.com/redstreet/beancount_reds_importers/blob/57d25f99921e2ba70b8131ffe4dcccfbc83a6328/beancount_reds_importers/fidelity_csv> >>> >>> importer in beancount_reds_importers >>> <https://github.com/redstreet/beancount_reds_importers> should work for >>> you. It is under development, but should work for the most part (might be >>> missing a few transaction_type_maps). It already has "skip_tail_rows >>> <https://github.com/redstreet/beancount_reds_importers/blob/57d25f99921e2ba70b8131ffe4dcccfbc83a6328/beancount_reds_importers/fidelity_csv/__init__.py#L18>" >>> >>> in its config. >>> >>> Easiest way to install, if you're interested is: >>> pip3 install git+ >>> https://github.com/redstreet/beancount_reds_importers.git@fidelity_csv >>> >>> Hope that helps. >>> On Thursday, June 2, 2022 at 10:08:15 PM UTC-7 [email protected] >>> wrote: >>> >>>> Hey all - CSVs downloaded from Fidelity not only start with some rows >>>> to skip but they end in about 11 garbage rows. >>>> >>>> I think there's probably a clean solution of adding a skip_last_lines >>>> that leverages the existing skip_lines logic (from csv.py) >>>> >>>> Anyone know if something like this has been done anywhere? I'm not >>>> comfortable enough with csv.py to try to implement that from scratch >>>> >>> -- 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/666f206b-6090-4afb-9b15-2b71312c7904n%40googlegroups.com.
