thank you beancounters! :)

[fin]

as of today i've finally gotten one of my longest
running accounts imported, balanced, working, it's
beautiful!

only a few transactions missing from the era of
hand written passbooks.

i'm tempted to ask someone if they still have
those records around and to see if i can find those
to fill them in.

what this journey has taught me is that if you
want a good and useful history you may need to
include more notes with the transactions.

this one account history is useful, but it won't
be nearly as useful as it could have been had i put
a little effort into better notes for transactions.

now i can move on to the next longest other history
i have which does have more notes and more details
but it is not complete either - yet it is better than
nothing for my purposes.

it is very satisfying to me to reach the end of a
process and watching the stubs and shims get removed
as things balance out and hook together. since my
background is computers, programming, etc. it does
all fit with that sort of analysis and breaking
projects into parts and then testing the isolated
parts and then filling in the gaps and putting things
back together.

i'm not surprised that it works, but satisfied all
the same. :)


fin

[Martin Blais]

Sounds great! Congrats.

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[Chary Chary]

Thanks for sharing your success!

Question: did you import and classified (assigned the other leg of the transaction) all your transactions manually or did you use any automation?

[fin]

Chary Chary wrote:
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>
> Thanks for sharing your success!
>

> Question: did you import and classified (assigned the other leg of the=20

> transaction) all your transactions manually or did you use any automation?

for the oldest account which i just finished i used
reds-importers as a basis for some transactions but
about 80% was done manually because there were no
electronic transactions available (previous to 2019).
it was not that bad since most of it was copy and
paste with just a little editing. the more difficult
things were when i found a few errors (which caused
me troubles years ago and i didn't hunt them down
completely back then but i knew there was something
off someplace). going through it all again month by
month and verifying the balances did finally point
out the troublesome transactions and they've now been
annotated and marked, but mainly everything balances
and works out (down to the penny).

the brokerage accounts i wrote a custom importer
because of how they had several transactions for each
event and then in some cases it did not. then after
the brokerage merged with another company it changed
their methods and then again it has merged with yet
another company. i'm now doing that account manually
until i decide if i want to write yet another importer,
it's not that many transactions to edit by hand.

the largest remaining account of history i have to
finish is also going to be a custom importer and i've
already gotten the skeleton of that one working i
just need to flesh it out. may take me until next
winter though to finish that one because as spring
comes around i get busy outside in the gardens.

once i have the bulk of the transactions done for
an account i don't have enough volume of transactions
to even bother with going through the hassle of
downloading the transactions and then going through
them. i can usually copy and paste what i need and
edit it faster than what it takes me to remember how
to get the process to run and then i still have to
go through and check them anyways so... i just do
it manually with the current transactions to keep up
to date.

it's really a mess that all the financial institutions
have their own formats and don't make it easy at all
to get your information from them. having to sign up
and pay for access via a third party is even worse.

fin

> On Sunday, March 3, 2024 at 11:34:13=E2=80=AFPM UTC+1 fin wrote:
>
>> as of today i've finally gotten one of my longest
>> running accounts imported, balanced, working, it's
>> beautiful!
>>

>> only a few transactions missing from the era of=20

>> hand written passbooks.
>>
>> i'm tempted to ask someone if they still have
>> those records around and to see if i can find those
>> to fill them in.
>>
>> what this journey has taught me is that if you
>> want a good and useful history you may need to
>> include more notes with the transactions.
>>
>> this one account history is useful, but it won't
>> be nearly as useful as it could have been had i put
>> a little effort into better notes for transactions.
>>
>> now i can move on to the next longest other history
>> i have which does have more notes and more details

>> but it is not complete either - yet it is better than=20

>> nothing for my purposes.
>>
>> it is very satisfying to me to reach the end of a
>> process and watching the stubs and shims get removed
>> as things balance out and hook together. since my
>> background is computers, programming, etc. it does
>> all fit with that sort of analysis and breaking
>> projects into parts and then testing the isolated
>> parts and then filling in the gaps and putting things
>> back together.
>>
>> i'm not surprised that it works, but satisfied all
>> the same. :)
>>
>>
>> fin
>>
>>
>

> --=20
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> mail to beancount+...@googlegroups.com.
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> beancount/86358e45-75fb-40c8-8ff2-2768fad1c3c6n%40googlegroups.com.
>
> ------=_Part_256349_1810007931.1709552281845
> Content-Type: text/html; charset="UTF-8"
> Content-Transfer-Encoding: quoted-printable
>
> Thanks for sharing your success!<div><br /></div><div>Question: did you imp=
> ort and classified (assigned the other leg of the transaction) all your tra=
> nsactions manually or did you use any automation?<br /><br /></div><div cla=
> ss=3D"gmail_quote"><div dir=3D"auto" class=3D"gmail_attr">On Sunday, March =
> 3, 2024 at 11:34:13=E2=80=AFPM UTC+1 fin wrote:<br/></div><blockquote class=
>=3D"gmail_quote" style=3D"margin: 0 0 0 0.8ex; border-left: 1px solid rgb(2=
> 04, 204, 204); padding-left: 1ex;"> as of today i&#39;ve finally gotten on=
> e of my longest
><br>running accounts imported, balanced, working, it&#39;s
><br>beautiful!
><br>
><br> only a few transactions missing from the era of=20
><br>hand written passbooks.
><br>
><br> i&#39;m tempted to ask someone if they still have
><br>those records around and to see if i can find those
><br>to fill them in.
><br>
><br> what this journey has taught me is that if you
><br>want a good and useful history you may need to
><br>include more notes with the transactions.
><br>
><br> this one account history is useful, but it won&#39;t
><br>be nearly as useful as it could have been had i put
><br>a little effort into better notes for transactions.
><br>
><br> now i can move on to the next longest other history
><br>i have which does have more notes and more details
><br>but it is not complete either - yet it is better than=20
><br>nothing for my purposes.
><br>
><br> it is very satisfying to me to reach the end of a
><br>process and watching the stubs and shims get removed
><br>as things balance out and hook together. since my
><br>background is computers, programming, etc. it does
><br>all fit with that sort of analysis and breaking
><br>projects into parts and then testing the isolated
><br>parts and then filling in the gaps and putting things
><br>back together.
><br>
><br> i&#39;m not surprised that it works, but satisfied all
><br>the same. :)
><br>
><br>
><br> fin
><br>
><br></blockquote></div>
>
><p></p>
>
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> quot;Beancount&quot; group.<br />
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>
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>
> ------=_Part_256348_1813530103.1709552281845--
>

[Simon Michael]

That's great, congrats! If you feel like sharing, I wonder how long running.

[fin]

Simon Michael wrote:
> That's great, congrats! If you feel like sharing, I wonder how long running.

since 1967 and still going.


fin

[Simon Michael]

On 2024-03-07 16:25, fin wrote:
> since 1967 and still going.

Very impressive! That seems likely the PTA account longevity record holder!

[fin]

haha! it's continued to be fun and interesting including
the times when i've found that i no longer have some statements
so i have to fix my old program for computing CD interest
payments and use those numbers and various other guesses but i
do note that those eras are guesses. what is annoying though is
that i thought i had them all and by now they are no longer
available at either of the two main financial institutions.

in my spare time now i'm removing some of my ADJUSTMENTS.bc
files because the transactions have finally all caught up to
each other from all stub accounts so i'm removing those and
that is also satisfying.

for grins the other day i reinstalled fava and looked around
to see how it all looked, found yet more errors and fixed them,
etc. it is definitely still a work in progress. with gardening
season coming on i need to start making a priority of certain
accounts that i really do want to finish up sooner rather than
next winter.


fin