newbie question around getting going on smart_importer

[jrgo...@gmail.com]

Hi,

I've finally gotten (a) account structure I want for now (b) importers working for my 3 core accounts. I now want to get smart_importer working and want to understand the best strategy to bring this into the process.

My understanding from the smart_importer data is that I can covert all my importers to be "smart importers" using the hooks that smart_importer provides as noted in the readme file. I think that is straightforward. I can use this on any importer type bank, cc, etc.

So my core question then, is it best to only manually label 1-2 months of data and then use that labelled data to train the smart_importer and then run the smart_importer version on the rest of my data? For example, I have 1.5 years of OFX data from my bank in one OFX file. I can run the current non-smart importer on the entire file but then I have to manually label the entire thing. There isn't a totally different way to dynamically do this as I edit in emacs or use smart_importer in a different way? If I understand I should split into 1.3 years and 0.2 years for example. Manually label the 0.2 years and then take the remaining 1.3 years and run through the smart_importer version of the importer? Or is there some other way I should go about this?

Also want to say, I really appreciate the beancount tool, so many amazing contributions (e.g. Reds importers), and the new smart_importer tool  and everyone helping answer questions.

thanks,

Jonathan

[Patrick Ruckstuhl]

Hi Jonathan,

Yes the way you describe makes a lot of sense. That way it limits the amount of config you have to manually train.

Regards,

Patrick

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[Russell Yeo]

How do you manually label data to be used by the smart_importer?

[Bman Q]

just put correct "2nd legs" of transaction for smart_importer to learn from

basically

2020-02-14 * "CHECK 213"
  Assets:Personal:Checking                           -2100.00 USD

becomes

2020-02-14 * "CHECK 213 "
  Assets:Personal:Checking                           -2100.00 USD
  Expenses:Personal:CostOfLiving:Rent