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I handle transfers between accounts manually - as in when I see duplicates show up, I remove one of them. A neat thing that ledger-reconciler does is to print t
by marvinpinto 9y ago
I handle transfers between accounts manually - as in when I see duplicates show up, I remove one of them. A neat thing that ledger-reconciler does is to print the balance (as listed on the banking website) for each account. That information combined with Ledger's balance report tells me immediately whether something is off and if investigation is needed.
This in itself has saved me so much time that I can deal with manually editing the occassional duplicate entry (internal account transfers). I also keep all my ledger data in git so it's very easy to see what has changed, etc.
Have you looked at the reckon gem[0] for auto-classification? That is basically what this program uses.
[0]: https://github.com/cantino/reckon https://github.com/cantino/reckon
- cup-of-tea 9y agoI tried reckon amongst other things but couldn't get it to read my CSV files properly. I got frustrated enough that I thought writing my own would be easier. Putting the account balances in the ledger file is certainly a good idea. At least one of my bank CSVs provides the balances with each transaction. It doesn't seem too hard to automatically merge the transfers between accounts, though. But maybe there is a difficult I haven't thought of yet. Where there will definitely need some manual tweaking is on the those transactions where ledger really shines: many to many transactions. Have you built in some functional to flag a transaction as TODO when you know it will need manual tweaking later?