Total Newbie - ingest

[Dan Cohen]

Hello,

I'm new to beancount;  I'd like to get started.  I've reviewed a lot of the documentation, and am ready to start ingesting transactions into my beancount file.  I'm lost on the ingest tools.  I see the logic in the methodology, but I need something more step by step.  can someone help me with this?

for instance,

I have multiple accounts with a common bank (checking, savings, money market)  I downloaded the CSVs and the headers include.
BANK ID,Account Number,Account Type,Balance,Start Date,End Date,Transaction Type,Transaction Date,Transaction Amount,Transaction ID, Transaction Description

And 2 credit cards account CSV files have headers:
"Status","Date","Description","Debit","Credit"
or
"Status","Date","Description","Debit","Credit","Member Name"

what goes in the config.import file?

CONFIG = [


]

What is the easiest way for me to get started?  Thanks, Dan

[Dan Cohen]

Okay, So I switched to downloading OFX files and using the generic built in ofx importer as illustrated in the examples.  And it is working!  Are there any downsides to using the OFX files instead of CSV?

Thanks, Dan

[jfs...@gmail.com]

Apologies for the late reply, I just saw this.  Anyway, this thread has some answers and an example Martin gave me when I started several months ago.  I too needed some direct examples to understand how to do it.  I haven't tried the OFX yet, but have successfully done three CSV importers now.  Capital One Visa was the nicest, most information.  (I also like Capital One because it doesn't charge a Foreign Transaction Fee)  Fidelity Visa lacked some fields, and the CSV from my bank had "Export History for account ..." above the column header row (top of file) which caused the CSV parser to error.  The file also had double quotes around the header fields, and two columns of the data fields.  This caused the extract not to print anything at all.  I like to enter my transactions as a stack with the latest on top, and Martin graciously added that to the code.

Jonathan

[senorsmile]

It sounds like you refer to a thread, but I don't see the link.  

I too am more than a little lost.  I have written a quick and dirty script to parse my bank's transactions, and format them exactly like I would expect to see them in a beancount file.  I'm not sure how to link this with any of the other examples of ingest though.  I'm pretty sure the script's functions would not be useful in the actual ingest flow. 

[shaun]

On second thought, I went back to the source and am seeing things that make sense now: 

https://bitbucket.org/blais/beancount/src/bd3f97caca3def9577a220c73cf0943310f2fe76/examples/ingest/office/?at=default

Now to write some actually useful importers for all the things!

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[Jonathan Salles]

OOPs! I keep forgetting the auto link paste function never seems to work ;>)  https://groups.google.com/forum/#!topic/beancount/ThnU2SvRHt4