Importers for various institutions for Beancount
Project description
beancount_reds_ingestor
Simple ingesting tools and importers for various institutions for Beancount (personal finance software).
The importers are primarily ofx based, and the tools are built on top of ofxparse
.
Look inside the importers/ directory to see a list of institutions supported. More investment, credit card, and banking institutions will be added in the future.
Installation
pip install beancount-reds-importers
Running
- Create your own my.import. An example my.import is provided. At the least, include your account numbers
- Include fund information. Copy the included
fund_info.py
to start with. - You can now run
bean-identify
,bean-extract
, etc. See the included script: Run./import.sh <your_input_ofx>
- If cusip info is missing, the importer will let you know. Add it to your
fund_info.py
The code should be simple enough to understand.
Contributions
Test ofx files and test infra appreciated.
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