I have a custom elisp mode that sucks in csv from my bank and sticks it in
my ledger. The emacs ledger mode has enough built in autocompletion that
hand rntering a few xavts here and there isnt onerous. Its all about the
editor.

On Monday, February 1, 2016, John Hendy <jw.he...@gmail.com> wrote:

> Greetings,
>
>
> It's a fresh year and I've been seeing ledger come up on the Org-mode
> mailing list for some time and decided to give it a try. I'm coming
> from Moneydance and just wanted to get away from the tedious GUI
> method of adding information, as well as have flexibility to generate
> my own reports/visualizations with python or R, etc. [1]
>
> Consider that I'm about a week into reading through docs here and
> there during evenings. My first step was going to be importing a
> downloaded .csv from my bank to get started. I'm still trying to
> verify I get the terminology, so I'll use this from the manual:
>
> From 5.1 Basic format:
> ```
> This transaction has a date, a payee or description, a target account
> (the first posting), and a source account (the second posting). Each
> posting specifies what action is taken related to that account.
> ```
>
> From 7.2.1.2 The convert command:
> ```
> The fields ledger can recognize contain these case-insensitive strings
> date, posted, code, payee or desc or description, amount, cost,total,
> and note.
> ```
>
> For my purposes, I import my finances primarily to "categorize" (what
> I believe here is called adding an account) and assign a payee so that
> I can track my spending against a budget. So, I'm surprised there's no
> special column keyword I can add for "account". It appears that all I
> can do is pass, say, `--account "assets:checking"` to have ledger know
> it's against assets:checking? Is that correct?
>
> From trying to google "import csv account ledger" or similar
> variations, I've been surprised that the only tools to do something
> like this appear to be interactive one-trans-at-a-time programs like
> icsv2ledger and reckon (granted, they can learn or follow rules). I
> could quickly go through my bank's .csv and add exp:food:dining,
> exp:auto:fuel to my ~100 transactions a month and have those imported
> just like the other column data.
>
> I feel like I must be missing something with respect to getting the
> from/to accounts added to the bank data.
>
> Perhaps to take a step back...
> - are the majority of folks writing their transactions by hand in ledger
> format?
> - is there some better way to import bulk data (e.g. via ledger's
> convert function) and post-edit once it's in ledger format? It seemed
> a .csv in LO calc was pretty convenient vs. scrolling through a long
> text file
> - any other pointers along the above lines would be most welcome.
>
>
> I tried to search the list for more of this sort of question, so
> forgive me if I've missed something. Replying with links pointing me
> in the right direction would be plenty sufficient if this has already
> been discussed!
>
>
> Thanks!
> John
>
>
> [1] http://moneydance.com/
>
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-- 
Craig, Corona De Tucson, AZ
enderw88.wordpress.com

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