Beancount Red's Importers <http://github.com/redstreet/beancount_reds_importers/> 0.5.0 has been released.
pip install beancount-reds-importers Includes new tools: - `ofx-summarize`: Quick and dirty way to summarize a .ofx file, and peek inside it - `bean-download`: [Download account statements automatically](https://reds-rants.netlify.app/personal-finance/direct-downloads/) (for supporting institutions), from your configuration of accounts. Multi-threaded. The commands include shell auto-completion (tab-to-complete) via click. `bean-download`, in particular, can complete the account or account groups you want to download, which can be handy. CHANGES: ## New Tools (see README.md) - bean-download - ofx-summarize ## New Importers: - vanguard screenscraped ## Features and Improvements: - Add a single-table xlsx reader (#24) - consider isin to be a substring - support custom entries (commodities, open/close, etc.). see #30 - Add a build_metadata function that can be overridden by custom importers (savingsandloan) - csv_multitable_reader: add head/tail skipping, comments (#27) (savingsandloan) - reworked get_target_acct_custom: now, get_target_acct_custom() will be allowed to either return a target account (for special cases), or return a None, which will allow the default implementation to run - vanguard: catch capital gains distributions using description - rename capgains_lt to capgainsd_lt (distribution) - add settleDate to csv - allow filename_pattern override via config - change filename_identifier_substring to regex pattern - commodity_leaf is now configurable via string replacement - Make sorting of paycheck postings configurable (#21) - If the `sort_postings` option in the importer config is set to `False`, then related postings are left next to each other. The option defaults to `True` to match the existing behavior. (Gary Peck) - add IMPORTER_NAME for debugging - schwab_csv_balances: support more general filenames - schwab csv importer: add more transaction types - add ticker to get_target_acct_custom() ## Bugs fixed - investments: generate balance + price entries even if end_date is missing - fix bug mentioned in #26 (use cash_account for cash transfers) - fix bug causing ofxreader to fail on multiple calls by bean-extract - fix bug that read the same file upon multiple calls from bean-extract - fix target account for buy/sell - fix csvreader identification bug - commodity_leaf: filing string - fix several commodity leaf account bugs - file_date was not returning value - Handle sign flipping for all account types in paycheck importer (#20) (Gary Peck) - Fix missing return value in xlsx_multitable_reader.is_section_title() (#18) (Gary Peck - schwab file name - add and expose handler for price and cost both zero. Closes #15 - Fix handling for readers when available_cash is not present. (Matt Brown) -- 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/212e0c09-726c-468f-994d-c20ff4ae936dn%40googlegroups.com.
