Auto-Categorizing Transactions

2018-10-19 Thread Andy L
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 categorizatio

Re: Auto-Download CSV

2018-10-19 Thread Andy L
Thanks for posting the sample code. I'm also using the 'google_drive' gem to import CSV data - for me this was much easier than using Google's native tooling. On Friday, October 19, 2018 at 7:02:36 PM UTC-7, Peter Keen wrote: > > It's closely tied to my workflow and to ledger-web, so I don't kn

Re: Auto-Download CSV

2018-10-19 Thread Pete Keen
It's closely tied to my workflow and to ledger-web, so I don't know how useful it'll be for other people, but sure: https://gist.github.com/peterkeen/56099681190c22d57c92ae3fc6a2250c The idea is that it will dump out new transactions, and it knows which ones are new by looking for tiller transact

Re: Auto-Download CSV

2018-10-19 Thread Colin Dean
This sounds really great. Would you mind sharing your Docs API code? On Tuesday, October 16, 2018 at 6:58:13 AM UTC-4, Peter Keen wrote: > > I use Tiller. It’s a paid service that dumps transactions from all of my > accounts (without account numbers) into Google Docs, and then I use the > Docs A