Hey all, I'm curious what importer tricks anyone has for statements with multiple accounts. Aggregators like SimpleFIN <https://beta-bridge.simplefin.org/> (recently discovered, a great stand-in for banks dropping ofx~ ofxtools/ofxget <https://ofxtools.readthedocs.io/en/latest/> support) pull many unrelated accounts into one export file. The beangulp-required account function makes this seem antipattern ("which account?"). This also applies to some PDFs (like Fidelity which groups all retirement/non-retirement into a pair of PDFs), but I imagine many of those at least share a common base/parent account.
My current solution is to input a dict of all expected accounts <https://github.com/pwalkr/beancount-utils/blob/54c118f4a4d6a706691fa3442db523b5253e3287/beancount_utils/importers/simplefin.py#L37>, but again is awkward for the self.account <https://github.com/pwalkr/beancount-utils/blob/54c118f4a4d6a706691fa3442db523b5253e3287/beancount_utils/importers/simplefin.py#L28> function (I don't actually use "archive" workflow) and is making me update my out_of_place deduplicator <https://github.com/pwalkr/beancount-utils/blob/54c118f4a4d6a706691fa3442db523b5253e3287/beancount_utils/deduplicate.py#L6> which catches manually-created expenses on the wrong credit/debit card. It just doesn't isolate context and messes with the overall extract. The alternative I've considered is to avoid multiple-account statements. SimpleFIN can get individual accounts <https://www.simplefin.org/protocol.html#get-accounts>, I believe that's in the ofx spec too. So then I'd just get account-specific extracts and initialize an importer for each. But then I remembered the likely more common but more difficult to split multi-account PDFs and thought to share and see if the community had other ideas. Paul -- 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 visit https://groups.google.com/d/msgid/beancount/cd8f42de-dc67-446b-985b-cdcdc79b25f0n%40googlegroups.com.
