beancount-import

Intrigued by beancount mode in vscode. Will try. I do otherwise employ the workflow you mention: automatic downloads and supervised but nearly automatic imports. For importing: https://github.com/jbms/beancount-import For downloading: https://github.com/jbms/finance-dl

Fighting with Mint and categorizing Amazon purchases was what initially pushed me down the path into plain text accounting (PTA). I ended up long down the rabbit hole with auto-downloading Amazon orders (originally with https://github.com/jbms/finance-dl, but then my own custom scraping) and importing and matching them up with credit card transactions using beancount-import (https://github.com/jbms/beancount-import). This ultimately resulted in me spending a lot less on Amazon - to the point that now doing it manually wouldn't be too bad...

I've been using beancount [1] and beancount-import [2] for a while now and I'm liking it quite a bit. Every month I download CSVs of transaction data from my various accounts (checking, savings, credit card, etc.) and run beancount-import to categorize and reconcile transactions (I've written a few custom importers for this) into the ledger. I can then use bean-query (part of beancount) to perform SQL queries over the ledger data (i.e. expenses in the past month grouped by category). I feel like I'm just scratching the surface so far of what's possible with these tools but it has definitely helped me be more organized with my personal finances. [1] https://github.com/beancount/beancount/ [2] https://github.com/jbms/beancount-import

https://github.com/redstreet/beancount_reds_importers/tree/m... https://github.com/jbms/beancount-import https://beancount.github.io/docs/importing_external_data.htm... Support for OFX is generally great, CSV is also great. There are some proof of concept things floating around too for PDF.

Have you seen Beancount-import (https://github.com/jbms/beancount-import)? It provides a web interface just focusing on the import and transaction reconciling/categorization piece, and includes a decision-tree-based classifier that learns as you go.