Timely topic! I've been playing around with SimpleFIN a bit as well and trying to get it integrated into my workflow. I have the start of a python library and CLI that I'd like to share. Perhaps the snow day will give me an opportunity to polish it for publishing.
On Thursday, January 9, 2025 at 9:28:16 AM UTC-6 [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]. To view this discussion visit https://groups.google.com/d/msgid/beancount/74ef713b-7b0a-4dcc-8a98-3017994ec86an%40googlegroups.com.
