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jbms / beancount-import

Web UI for semi-automatically importing external data into beancount
GNU General Public License v2.0
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Adding an OFX converter boosts up the usability of beancount importer #57

Open gpaulissen opened 4 years ago

gpaulissen commented 4 years ago

Half a year ago I stumbled upon this utility and I was impressed. I wanted to use it for a lot of European financial institutions where I had accounts. But then it got difficult. The pluggable architecture of beancount-import actually leads to a lock-in. If I write a converter I can only use it with beancount-import. So after some thought I switched to another idea: if I just write an OFX converter I can use the beancount-import OFX converter. And then I found ofxstatement which gave me exactly all I needed. I have created the following ofxstatement plugins:

These (or any other ofxstatement) plugins can be invoked using the convert2ofx routine in ofx.py. There is also an example.

jbms commented 4 years ago

This is a very good point. For normal bank/credit card/investment accounts, OFX provides a sufficient standard representation and using a tool like ofxstatement sounds like a great idea.