Beancount for Canada

[Casey Howard]

Hi Beancount,

Is there a curated list of importers for Canadian financial institutions?

The Big Six Canadian Banks:

• Royal Bank of Canada (RBC)
• Toronto-Dominion Bank (TD)
• Bank of Nova Scotia (Scotiabank)
• Bank of Montreal (BMO)
• Canadian Imperial Bank of Commerce (CIBC)
• National Bank of Canada (NBC)

Three top brokerages / challenger financial institutions:

• Questrade
• Interactive Brokers Inc
• Wealthsimple

For trading accounts, I'm interested in importers that help particularly with ACB.

Thank you,

Casey

[Martin Blais]

I wonder if you provide a few sample files, include the beangulp and beancount codebase to the context, and ask a GPT to generate you one how far it would go.

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[Justin Steffen]

Also, Have a look at Reds Importers 

https://github.com/redstreet/beancount_reds_importers. It really helped me bootstrap my ledger with more importers once I switch to OFX files from my institution and copy-n-pasted an existing OFX based importer.

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[Damien R.]

I've opened a pull request for Questrade. As it supports both USD and CAD in the same account, modifications go a bit beyond than just adding an importer. I've tried to support as many scenario as possible, based on what I could find in my reports, you can give that PR a try and see if that works for you.

For WealthSimple, I started a basic CSV importer but I don't have enough data as my account with them is quite recent.