Chary Chary wrote: > ------=_Part_256348_1813530103.1709552281845 > Content-Type: multipart/alternative; > boundary="----=_Part_256349_1810007931.1709552281845" > > ------=_Part_256349_1810007931.1709552281845 > Content-Type: text/plain; charset="UTF-8" > Content-Transfer-Encoding: quoted-printable > > Thanks for sharing your success! > > Question: did you import and classified (assigned the other leg of the=20 > transaction) all your transactions manually or did you use any automation?
for the oldest account which i just finished i used reds-importers as a basis for some transactions but about 80% was done manually because there were no electronic transactions available (previous to 2019). it was not that bad since most of it was copy and paste with just a little editing. the more difficult things were when i found a few errors (which caused me troubles years ago and i didn't hunt them down completely back then but i knew there was something off someplace). going through it all again month by month and verifying the balances did finally point out the troublesome transactions and they've now been annotated and marked, but mainly everything balances and works out (down to the penny). the brokerage accounts i wrote a custom importer because of how they had several transactions for each event and then in some cases it did not. then after the brokerage merged with another company it changed their methods and then again it has merged with yet another company. i'm now doing that account manually until i decide if i want to write yet another importer, it's not that many transactions to edit by hand. the largest remaining account of history i have to finish is also going to be a custom importer and i've already gotten the skeleton of that one working i just need to flesh it out. may take me until next winter though to finish that one because as spring comes around i get busy outside in the gardens. once i have the bulk of the transactions done for an account i don't have enough volume of transactions to even bother with going through the hassle of downloading the transactions and then going through them. i can usually copy and paste what i need and edit it faster than what it takes me to remember how to get the process to run and then i still have to go through and check them anyways so... i just do it manually with the current transactions to keep up to date. it's really a mess that all the financial institutions have their own formats and don't make it easy at all to get your information from them. having to sign up and pay for access via a third party is even worse. fin > On Sunday, March 3, 2024 at 11:34:13=E2=80=AFPM UTC+1 fin wrote: > >> as of today i've finally gotten one of my longest >> running accounts imported, balanced, working, it's >> beautiful! >> >> only a few transactions missing from the era of=20 >> hand written passbooks. >> >> i'm tempted to ask someone if they still have >> those records around and to see if i can find those >> to fill them in. >> >> what this journey has taught me is that if you >> want a good and useful history you may need to >> include more notes with the transactions. >> >> this one account history is useful, but it won't >> be nearly as useful as it could have been had i put >> a little effort into better notes for transactions. >> >> now i can move on to the next longest other history >> i have which does have more notes and more details >> but it is not complete either - yet it is better than=20 >> nothing for my purposes. >> >> it is very satisfying to me to reach the end of a >> process and watching the stubs and shims get removed >> as things balance out and hook together. since my >> background is computers, programming, etc. it does >> all fit with that sort of analysis and breaking >> projects into parts and then testing the isolated >> parts and then filling in the gaps and putting things >> back together. >> >> i'm not surprised that it works, but satisfied all >> the same. :) >> >> >> fin >> >> > > --=20 > 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 e= > mail to beancount+unsubscr...@googlegroups.com. > To view this discussion on the web visit https://groups.google.com/d/msgid/= > beancount/86358e45-75fb-40c8-8ff2-2768fad1c3c6n%40googlegroups.com. > > ------=_Part_256349_1810007931.1709552281845 > Content-Type: text/html; charset="UTF-8" > Content-Transfer-Encoding: quoted-printable > > Thanks for sharing your success!<div><br /></div><div>Question: did you imp= > ort and classified (assigned the other leg of the transaction) all your tra= > nsactions manually or did you use any automation?<br /><br /></div><div cla= > ss=3D"gmail_quote"><div dir=3D"auto" class=3D"gmail_attr">On Sunday, March = > 3, 2024 at 11:34:13=E2=80=AFPM UTC+1 fin wrote:<br/></div><blockquote class= >=3D"gmail_quote" style=3D"margin: 0 0 0 0.8ex; border-left: 1px solid rgb(2= > 04, 204, 204); padding-left: 1ex;"> as of today i've finally gotten on= > e of my longest ><br>running accounts imported, balanced, working, it's ><br>beautiful! ><br> ><br> only a few transactions missing from the era of=20 ><br>hand written passbooks. ><br> ><br> i'm tempted to ask someone if they still have ><br>those records around and to see if i can find those ><br>to fill them in. ><br> ><br> what this journey has taught me is that if you ><br>want a good and useful history you may need to ><br>include more notes with the transactions. ><br> ><br> this one account history is useful, but it won't ><br>be nearly as useful as it could have been had i put ><br>a little effort into better notes for transactions. ><br> ><br> now i can move on to the next longest other history ><br>i have which does have more notes and more details ><br>but it is not complete either - yet it is better than=20 ><br>nothing for my purposes. ><br> ><br> it is very satisfying to me to reach the end of a ><br>process and watching the stubs and shims get removed ><br>as things balance out and hook together. since my ><br>background is computers, programming, etc. it does ><br>all fit with that sort of analysis and breaking ><br>projects into parts and then testing the isolated ><br>parts and then filling in the gaps and putting things ><br>back together. ><br> ><br> i'm not surprised that it works, but satisfied all ><br>the same. :) ><br> ><br> ><br> fin ><br> ><br></blockquote></div> > ><p></p> > > -- <br /> > You received this message because you are subscribed to the Google Groups &= > quot;Beancount" group.<br /> > To unsubscribe from this group and stop receiving emails from it, send an e= > mail to <a href=3D"mailto:beancount+unsubscr...@googlegroups.com";>beancount= > +unsubscr...@googlegroups.com</a>.<br /> > To view this discussion on the web visit <a href=3D"https://groups.google.c= > om/d/msgid/beancount/86358e45-75fb-40c8-8ff2-2768fad1c3c6n%40googlegroups.c= > om?utm_medium=3Demail&utm_source=3Dfooter">https://groups.google.com/d/msgi= > d/beancount/86358e45-75fb-40c8-8ff2-2768fad1c3c6n%40googlegroups.com</a>.<b= > r /> > > ------=_Part_256349_1810007931.1709552281845-- > > ------=_Part_256348_1813530103.1709552281845-- > -- You received this message because you are subscribed to the Google Groups "Beancount" group. 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