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Pull in keyboard shortcuts file #1

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cljoly opened this issue Aug 10, 2019 · 6 comments
Open

Pull in keyboard shortcuts file #1

cljoly opened this issue Aug 10, 2019 · 6 comments

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@cljoly
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cljoly commented Aug 10, 2019

@jcrben Do you mind if I merge manishrjain#19 here? It does seem to improve things quite a lot.

@jcrben
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jcrben commented Aug 12, 2019

Go for it altho I think it could be cleaned up

@cljoly
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cljoly commented Aug 12, 2019

Ok, thanks!

@jcrben
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jcrben commented Aug 12, 2019

also fyi, I switched to beancount and never used this tool much

@cljoly
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cljoly commented Aug 13, 2019

Thanks for your feedback! But from what I see from the beancount documentation, there is no automatic categorization of transactions. But import from files seems quite nice. I guess you didn't need automatic categorization that much, right?

@jcrben
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jcrben commented Aug 13, 2019

I wrote an importer from my current transaction location (pocketsmith.com - like a mint that you pay for, I pay $80/year). My pocketsmith.com account has a bunch of rules that do automatic categorization and also a pretty good tool to run thru them manually similar to this tool. Eventually I'll drop pocketsmith.com and write importers for my main bank ally.com if I can't find one - there are a few listed at https://awesome-beancount.com/#importers.

There are some tools out there for automatic categorization such as https://github.com/beancount/smart_importer

I did end up using hledger for a bit and imported with https://github.com/quentinsf/icsv2ledger but it doesn't have the rigorous syntax of beancount and doesn't really support investments and foreign exchange in the rigorous way that beancount does.

@cljoly
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cljoly commented Aug 14, 2019

That looks great, I will have a few things to try ;-)

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