Hey, I really want to use your tool, Dmitry, but I can't get it to download from my bank. ledger-autosync works, so it's not on the bank's side (unfortunately ledger-autosync ignores my tediously-entered payee fields for each account and doesn't classify anything, so it's not a solution for me -- not sure if yours does, but I can't get far enough to test it out).
My bank has no bankID listed on ofxhome, only an FID, and your code wants both: http://www.ofxhome.com/index.php/institution/view/483 I've tried leaving it blank in the yaml, but direct2ledger complains that it's missing. I've tried various other numbers from my working ofxclient.ini file, but all result in "bad request". What do you do if there's no bank ID? This bank doesn't offer csv downloads, which is pretty terrible, so I'm stuck trying to make ofx work. My other option is rolling up my sleeves and trying to figure out how to make ledger-autosync use the payee fields. I'm not the most advanced programmer so that would be a long slog for me, so I'm trying to just get *something* to work without having to edit code. On Saturday, October 20, 2018 at 11:14:23 PM UTC+2, Dmitry Kakurin wrote: > > 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] <javascript:> on behalf of Andy L < > [email protected] <javascript:>> > *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] <javascript:>. > 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]. To view this discussion on the web visit https://groups.google.com/d/msgid/ledger-cli/587b199d-4149-42ff-b6dd-9f5b37d41fc6%40googlegroups.com. For more options, visit https://groups.google.com/d/optout.
