Tool for changing flags from imported transactions?

[Brian Lalor]

When entering transactions into Beancount I use the “!” flag to mark it as pending, and change the flag to “*” when it’s cleared my bank. This works well with Fava for visually comparing registers periodically. I’d like to make better use of ofxget and other downloaders to automatically reconcile my accounts. Right now I’m downloading transactions and then using "bean-extract -e my.beancount import_config.py imports” to process them, and am manually adding transactions I missed and changing the flag on existing transactions that have cleared.  Is there an existing tool that would streamline this process, by modifying the flag on existing transactions?

Thanks,

Brian

— 

Brian Lalor (he/him)

bla...@bravo5.org

[Red S]

Not that I know of. Perhaps others might. Beancount doesn't touch your sources (which you probably knew), and I don't know of an external tool.

The closest I can think of is the dedupe functions in bean-extract. These should already recognize the transactions you manually entered, and comment out the duplicates found during the subsequent import, leaving you with just the the entries you didn't manually enter.

One idea is to simply use this workflow. Another is to extend the dedupe to feed into autobean to modify the flags on your sources.

[Brian Lalor]

Thanks. That’s what I was thinking, too. I already use autobean a fair bit so plumbing something up is in the realm of possibility. 

-- 
Brian Lalor (he/him)
bla...@bravo5.org

On Jan 4, 2024, at 7:29 PM, Red S <redst...@gmail.com> wrote:

Not that I know of. Perhaps others might. Beancount doesn't touch your sources (which you probably knew), and I don't know of an external tool.

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