Red’s Importers <https://github.com/redstreet/beancount_reds_importers> 0.9.0 has been released. Several great contributions by many folks — thank you! pip3 install --upgrade beancount-reds-importers
I haven’t kept up with announcing these here :(. Here’s a jumbo changelog. Changes since 0.6.0 New Features - add genericpdf paycheck importer. [Ammon Sarver] - add bamboohr paycheck importer. [Ammon Sarver] - add pdfreader libreader importer. [Ammon Sarver] - bean-download needs-update to determine accounts needing an update based on the latest balance assertion in the journal. [Red S] New Importers - add CSV importer for Digital Credit Union (#89) [Harlan Lieberman-Berg] - add importer for Alliant Federal Credit Union (#88) [Harlan Lieberman-Berg] - add schwab csv credit line importer. [Red S] - Fidelity CMA (Cash Managment) csv importer (#47) [kantskernel] - add Schwab CSV Positions importer. [Red S] - united overseas bank (uob) importers: card, srs. [Red S] - standard chartered importers (bank, card) [Red S] - united overseas bank csv importer. [Red S] Improvements - minor: add ‘show_configured’ in paycheck transaction builder. [Red S] - minor: add_custom_postings to banking.py. [Red S] - minor: add identification based on filename to schwab importers. [Red S] - minor: overridable add_custom_postings() [Red S] - minor: add tdameritrade to template.cfg. [Red S] - Handle the INVEXPENSE field (#79) [Jacob Farkas] - handle ‘fee’ ofx type in investments. [Red S] - configurable balance assertion dates. [Red S] - smarter balance assertion dates. [Red S] We find the statement’s end date from the OFX file. However, banks and credit cards typically have pending transactions that are not included in downloads. When we download the next statement, new transactions may appear prior to the balance assertion date that we generate for this statement. To attempt to avoid this, we set the balance assertion date to either two days before the statement’s end date or the last transaction’s date, whichever is later. - needs_update: add —all-accounts. [Red S] - Improve Vanguard support. [Matt Brown] Remove noisy Vanguard memos. Show Vanguard transaction type as payee. - Add 401k support to investments. [Matt Brown] Support 401(k) source sub-accounts in account config values. - add get_tags to transactionbuilders (#68) [Sarah E Busch] - schwab_csv_brokerage: more descriptive payee/memo. [Red S] - overridable target account in banking importer. [Red S] - get_available_cash now takes as input settlement_fund_balance. [Red S] different institutions seem to compute this in different ways. overridable method now includes settlement_fund_balance for use if needed in importers - use filing_account to file. [Red S] - overridable main_account in banking. [Red S] - overridable currency and date fields in csvreader. [Red S] - remove double quotes from column headers. [Red S] - SCB/UOB: add ‘convert_currencies’ as an option; fix conversions. [Red S] - check for account number in csv files. [Red S] - perform table extraction in csvreader; scbbank now uses it. [Red S] - scb/uob: enable custom header; xls/xlsx: respect header. [Red S] - relax header finding condition in csv. [Red S] - xls reader (previous one was xlsx reader) [Red S] - enable price conversions in banking transaction builder. See #38. [Red S] - default currency to CURRENCY_NOT_CONFIGURED. [Red S] - csvreader now can search for the header. [Red S] Eliminates the need to skip a set number of head/tail lines. - attempt to get currency from input file instead of config. [Red S] - Improve 401k and Vanguard support [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/28442914-33f2-4774-9848-c90a8b170d95n%40googlegroups.com.
