Related: there's a similar importer I have for screenscraped/copy-paste input from Vanguard here <https://github.com/redstreet/beancount_reds_importers/tree/main/beancount_reds_importers/importers/vanguard>. Reason: Vanguard ofx does not include certain unsettled transactions (some stock trades, IIRC). When I'm submitting a bunch of transactions, typically while tax-loss-harvesting, I need Beancount to be up to date.
Not that it helps with your Fidelity importer, but just sharing another instance where the ofx importer is insufficient, csv is not an option, and one has to resort to screenscraping. Speaking about which, for anyone using Fidelity, their ofx support is excellent (for now at least), including direct downloads <https://reds-rants.netlify.app/personal-finance/direct-downloads/>. On Friday, April 7, 2023 at 5:33:07 AM UTC-7 david.av...@gmail.com wrote: > Yes, it did feel a little kludgy when I was creating it, but in the end > the shortcut is just a few steps and the Python script is pretty simple. > And it allowed me to capture the trade history for dozens of positions > across six accounts in just a few minutes so for me was worth the effort. > And it should be easy to repurpose to other sites/sources quite easily > since most of what is unique to Fidelity is just two regular expressions. > > It would have been much easier if Fidelity simply provided my full account > history in CSV format, but unfortunately that wasn't an option. > > On Friday, April 7, 2023 at 8:21:15 AM UTC-4 fin wrote: > >> that sounds rather complicated. i looked into doing both >> scraping and converting pdfs to text files to extract the >> transaction information but in both cases it was easier for >> me to type in the information into the csv format since i >> already had that mostly working (i'd have needed two or >> three versions for the account because it had gone through >> several versions of pdfs and html captures i had done many >> years ago). >> >> >> fin >> >> -- 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/9f644cd2-d4ae-49b8-9a88-97ee444048b3n%40googlegroups.com.
