On Fri, Feb 24, 2012 at 10:21:56PM -0700, Zack Williams wrote:
> On Fri, Feb 24, 2012 at 7:59 PM, Russell Adams
> <[email protected]> wrote:
> > Out of the many issues I've had "scaling up" automation has been
> > fairly easy for my specific case. It's worth bringing up because it is
> > unlikely that a large Ledger would be entirely written by
> > hand. Whether you are dealing with stock values, or bank and credit
> > card statements automation ought to be the first priority.
> >
> > Ledger's goal is to provide reporting on the data files, but creating
> > those files is left as an exercise to the user. Perhaps this is
> > another place where a UI could be useful, as an editor that
> > compliments the command line reporting.

I've got code atm that picks txns by paragraph for reorganizing, but
that's a good point that we may just need better bulk manipulation tools.

>
> I tend to agree with you here.   I've got a similar collection of
> scripts of various kinds, ranging from simple automation to a
> semi-complete scanned pdf -> tesseract OCR -> fuzzy matching
> classification engine -> MacRuby file sorting gui, which I haven't
> hooked up to matching ledger transactions yet.
>
> There's definitely a place out there for a "munge ledger files in
> interesting ways" tool - for example, if it could split or sort a
> ledger file by criteria?  Or invert all transactions in a ledger file?
>  While this violates the idea of the ledger files standing on their
> own as input only to ledger calculation programs, there's nothing to
> say that a text editor is the only suitable tool for modifying that
> input.
>
> > I utilize a single credit card as often as practical while traveling,
> > so that I can import that data reliably from my bank. Using this as my
> > primary data feed ensures I catch any unusual transactions (ie: fraud,
> > cancellation fees, etc).
> >
> > I wrote CSV2Ledger to automate the import of CSV data into the Ledger
> > format, and to automate as much account, category, file and metadata
> > matching as I possibly could. This is such a common task that Ledger
> > and Hledger have some new automation options, and there are many
> > competing projects for importing data into Ledger.
>
> Have you tried hledgers CSV conversion?  I tried using both, and while
> CSV2ledger has more features, and found I preferred hledger's single
> configuration file, and the fact that it didn't modify that file when
> used.

Nope. CSV2Ledger does almost everything I need. Its a generic rules
matching and transformation engine, so it's quite versatile.

>
> > I'm heavily dependent on deduplication because my CSV files I download
> > often have overlapping date ranges. I added the ability to tag each
> > txn with an md5sum of the original CSV to CSV2Ledger for this purpose,
> > and use rough text matching (ie: grep) with optional caching to
> > prevent duplication.
>
> A side note  there's a 2 line pull request from me on github that
> switches the CSV2ledger code to use hashlib instead of md5 which is
> deprecated and throws warnings in recent versions of Python.
>
> - Zack
>

CSV2Ledger's on launchpad, and in Perl... Sure you're thinking the
right one?

Thanks.


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