Hi Andy, Take a look at my tool https://github.com/Dimagog/direct2ledger. It does both things you are looking for: downloads transactions and automatically classifies them. The hardest (and least automated) task right now is creating config file with info about your bank accounts. You need to rename sample.direct2ledger.yaml to direct2ledger.yaml and fill in the fields as instructed by comments. But once it’s done it is a breeze to use. Auto classification works so well for me that I rarely even do corrections, so it’s pretty much 100% automated.
I went thru a similar path as you starting on :-): 1. First I was downloading CSVs from all my banks and using into-ledger to do auto-classification. 2. Downloading per-account was a chore, so I’ve configured Mint.com to aggregate all my accounts, downloaded a single CSV from mint and wrote mint2ledger tool to import and classify. 3. Realized that all by banks support OFX export and wrote direct2ledger tool that does everything automatically now. P.S. Both into-ledger and mint2ledger tools are also available on https://github.com/Dimagog. Thank you, Dmitry Kakurin. ________________________________ From: [email protected] on behalf of Andy L <[email protected]> Sent: Friday, October 19, 2018 19:34 To: Ledger Subject: Auto-Categorizing Transactions I'm downloading CSV transaction data and converting to ledger format. Now I'm wondering what is the best way to auto-categorize transactions. I don't want to manually assign payee accounts, tags and comments. I'm thinking of using a rules engine. (see http://www.ruleby.org) The categorization rules would be applied during the CSV-to-Ledger generation. The idea of using a rules engine is inspired by Tiller AutoCat (see https://www.tillerhq.com/autocat/) I'm curious to know how others are auto-categorizing transactions. What tools and techniques do you use?? -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email [email protected]<mailto:[email protected]>. For more options, visit https://groups.google.com/d/optout. -- --- You received this message because you are subscribed to the Google Groups "Ledger" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
