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balves | 4 years ago

https://github.com/redstreet/beancount_reds_importers/tree/m...

https://github.com/jbms/beancount-import

https://beancount.github.io/docs/importing_external_data.htm...

Support for OFX is generally great, CSV is also great. There are some proof of concept things floating around too for PDF.

discuss

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haberman|4 years ago

Do you find that all of your financial institutions offer reliable OFX/CSV feeds?

I'm asking because I've generally come to the conclusion that PDF is the only universal data format that every institution will offer.

balves|4 years ago

All of my high-volume (in terms of number of transactions) accounts are easily importable. There are a few that don't have great import functionality, but I only have 1-2 transactions on them a month so haven't felt the toil pain to better automate them. 1-2 hours a month of balancing is not worth optimizing down to 0.5-1 hour to me.

tacostakohashi|4 years ago

OFX is the closest to being universal, although often it is well hidden.

CSV feeds are often surprisingly useless for programmatic / feed use, they're often littered with stupid textual headers and footers and lack important columns - they're designed to be opened in excel and looked at by a human, not parsed and ingested.

OJFord|4 years ago

Not GP, but in my experience they offer CSV with the most helpful columns for programmatic use omitted; present only in the PDF.

Of course I've submitted requests pointing it out/requesting it, but to be honest I can only assume it's deliberate.