Re: Branching transaction import logic (i.e. partially automating imports)

Red - do you know if there's a way to have smart-importer mark (by tag or metadata) the transactions that it updates? If not I can probably just mark the ones categorized via rules, i.e. those not processed by smart import! I don't know unfortunately, but doing what you said (adding metadata

Re: Branching transaction import logic (i.e. partially automating imports)

Thank you all for super helpful answers! I hadn't realized that smart importer wouldn't touch already categorized transactions (obvious in retrospect though!). Thinking about it with that in mind, I'm going to give it a try: import -> rules -> smart_importer. >From there I'll pass everything to

Re: Branching transaction import logic (i.e. partially automating imports)

Here's how I do it (from my import script): def process_entry(entry): ... do something... return entry def process_extracted_entries(extracted_entries_list, ledger_entries): """Filter the extracted entries to save on time.""" return [(filename, [process_entry(entry) for entry

Re: Branching transaction import logic (i.e. partially automating imports)

Thinking about your question further: I find that when I import transactions, credit cards are the only ones that deal with expenses and need categorization. I find that smart_importer gets almost all of them right. I do skim through the import as a part of my workflow, but it takes less than

Re: Branching transaction import logic (i.e. partially automating imports)

I'm not familiar with beancount-importer, but this should work out of the box if you use smart_importer, with nothing for you to really do. As it says : smart_importer only works by appending onto incomplete single-legged postings So in the

Branching transaction import logic (i.e. partially automating imports)

*Background* I've been using beancount for a few years now. I just have a couple credits cards and a bank account, nothing especially complex, but I feel secure knowing I have a registry of where all my money has gone. Also the process of getting transactions into beancount is my check on