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cmayes / ofxstatement-betterment

A Betterment plugin for the ofxstatement tool.
GNU General Public License v3.0
2 stars 0 forks source link

What does the result look like? #1

Closed FatherMcGruder closed 8 years ago

FatherMcGruder commented 8 years ago

Does the plugin create different funds or just a series of accounts?

cmayes commented 8 years ago

It makes a series of accounts. They're bank accounts rather than investment accounts, too; ofxstatement is written to process banking activity, and I haven't bothered learning enough about the OFX format to produce investment-specific OFX files. The consolidated nature of the Betterment activity logs works pretty well for the banking credit/debit format, too; there's no fund-specific data, so there'd be nothing to split out, anyway.

FatherMcGruder commented 8 years ago

Thanks, Chris. Looking forward to trying it out.

Kurt

On April 13, 2016 8:57:26 PM EDT, Chris Mayes notifications@github.com wrote:

It makes a series of accounts. They're bank accounts rather than investment accounts, too; ofxstatement is written to process banking activity, and I haven't bothered learning enough about the OFX format to produce investment-specific OFX files. The consolidated nature of the Betterment activity logs works pretty well for the banking credit/debit format, too; there's no fund-specific data, so there'd be nothing to split out, anyway.

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