On Monday, February 1, 2016 at 6:03:36 PM UTC-6, Craig Earls wrote:
>
> 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. 


I'll have to check out ledger mode in emacs. I didn't get to that part in 
the ledger docs yet. I'm already an emacs user, so at least I don't have to 
add that to the learning curve!

Thanks,
John
 

>
>
> On Monday, February 1, 2016, John Hendy <[email protected] <javascript:>> 
> 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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