On Thursday, January 26, 2023 at 6:51:23 AM UTC-8 fin wrote: Red S wrote: ... > If it helps: > https://reds-rants.netlify.app/personal-finance/reading-and-manipulating-tables-in-csvs-via-petl/ > https://reds-rants.netlify.app/personal-finance/making-sense-of-multitable-csvs/
thanks! :) those do help explain something i'd seen before and not understood about the importer i was trying to adjust to work for my TDAmeritrade csv files. i was copying the schwab csv investement importer and then modifying it to work, but didn't get it to work. i may try it again now - the description field has to be parsed to determine the transaction type. Correct. and even if i can't get that to work completely if it does most of the transactions i can fix up a few by hand afterwards but it ultimately won't matter since TDAmeritrade is merging with Schwab. With TDAmeritrade in particular, it's still awesome currently because they 1) provide ofx files (unlike Schwab), 2) provide it via a direct download <https://reds-rants.netlify.app/personal-finance/direct-downloads/> interface (scriptable, no browser needed). However, I can't recall how far back their ofx history goes. Many institutions limit their ofx history, and are more generous with csv history. I don't know how far back you need data either. If the dates you need are available, I highly recommend using their ofx because it's far better than csv <https://reds-rants.netlify.app/personal-finance/a-word-about-input-formats-use-ofx-when-you-can/>. The ofx importer is already in beancount-reds-importers. -- You received this message because you are subscribed to the Google Groups "Beancount" group. To unsubscribe from this group and stop receiving emails from it, send an email to beancount+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/beancount/8efd68cd-11ed-4c62-8ba9-22c122ce4125n%40googlegroups.com.
