1. I use smart_importer for banking. See https://reds-rants.netlify.app/personal-finance/automatically-categorizing-postings/ for a more complete answer. beancount_reds_importers also has an example you can run.
2. I use zerosum accounts for transfers. SEe https://reds-rants.netlify.app/personal-finance/deduping-with-zerosum/ https://github.com/redstreet/beancount_reds_plugins/blob/main/beancount_reds_plugins/zerosum/README.md smart_importer or coding it yourself will help if there is *some* way to distinguish withdrawals from transfers (eg: predictable amounts). If not, you'll have to do it manually. On Sunday, January 8, 2023 at 11:25:05 AM UTC-8 fin wrote: > hello, > > thanks to beancount author and others who are helping out > here. :) > > I'm a newbie to beancount and importers, also newbie for > learning this overall method of accounting so I'm not used > to how the negatives and positives end up being what they > are, but eventually I'll get it figured out. :) > > when I've made my importer for a CSV file from my local > Credit Union and it does generate output the transactions > are missing the 2nd leg so they look like: > > ==== > > 2022-12-31 * "SAVINGS" "DIVIDEND PAYMENT " > Assets:CU:SAV 0.14 USD > > 2023-01-05 * "SAVINGS" "SHARE WITHDRAWAL " > Assets:CU:SAV -52.67 USD > > ==== > > how do I get them to generate that 2nd part? > > and as a follow on question how do I get the 2nd leg to match > with any other exisiting account when it is a transfer instead > of a withdrawal? in the last line above that withdrawal is > really a transfer to another account and it would be nice if it > would just generate the credit to that other account. The hard > part is that some withdrawals are really withdrawals and there's > no way to know that unless there's no matching entry in any other > place so that would be like a default account entry like > Assets:CASH. > > does it help to combine the CSV files for each account together > for scanning and importing or shouldn't that matter in the end? > > So far I'm reading through various examples and on-line > references as I can but I'm missing something someplace. > > I am following this list so no direct replies are needed. > > thanks! :) > > > fin > > -- 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/f426b30c-ea07-4fdd-a423-249de0645f12n%40googlegroups.com.
