I’m interested in this, as well; I’ve signed up for a SimpleFIN account but haven’t actually used it in anger, yet.
Do you have a sample config showing how your importer’s used? I’d like to copy some of your work. :-) What’s your workflow? A separate script that downloads from SimpleFIN and dumps the JSON into an imports directory? I also wish beangulp weren’t so tied to individual files; it makes writing an importer that works with non-file sources awkward, at best, and I think that’s reflected in the singular account restriction, as well… — Brian Lalor (he/him) [email protected] > On Jan 9, 2025, at 10:28 AM, Paul Walker <[email protected]> wrote: > > 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] > <mailto:[email protected]>. > To view this discussion visit > https://groups.google.com/d/msgid/beancount/cd8f42de-dc67-446b-985b-cdcdc79b25f0n%40googlegroups.com > > <https://groups.google.com/d/msgid/beancount/cd8f42de-dc67-446b-985b-cdcdc79b25f0n%40googlegroups.com?utm_medium=email&utm_source=footer>. -- 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/9C9B03F0-3CD4-4BB0-8600-4E0F0DB24A09%40bravo5.org.
