Beancount for Canada

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Casey Howard

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Apr 6, 2025, 9:35:51 AM4/6/25
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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

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Apr 6, 2025, 9:37:14 AM4/6/25
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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

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Apr 6, 2025, 12:08:21 PM4/6/25
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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.


Damien R.

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Apr 7, 2025, 9:30:03 AM4/7/25
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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.
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