Homepage: https://gitlab.petton.fr/mpdel/libmpdel
Author: Damien Cassou
Updated:
Fetch OFX files from bank and push them to Ledger
This file contains code to simplify importing new transactions into your Ledger file. Transactions are fetched using a fetcher (only Bank from the woob project is supported for now) and the OFX file format. Then, the OFX buffers are converted into Ledger format through ledger-autosync. To use ledger-import, you first have to install and configure boobank, from the woob project: - https://woob.tech/ - https://woob.tech/applications/bank When you manage to visualize your bank accounts with boobank, you should configure each in `ledger-import-accounts'. Use `customize-variable' to do that if you want to. You can check that your configuration works with `M-x ledger-import-fetch-boobank': after a few tens of seconds, you will get a buffer with OFX data. If boobank imports transactions that are too old, you can configure `ledger-import-boobank-import-from-date'. To convert an OFX file into Ledger format, ledger-import uses ledger-autosync that you have to install as well: - https://github.com/egh/ledger-autosync This doesn't require additional configuration. To test that ledger-autosync works fine, go back to the buffer containing OFX data (or create a new one), and type `M-x ledger-import-convert-ofx-to-ledger'. After a few seconds, you should get your transactions in Ledger format. If you instead get a message saying that the OFX data did not provide any FID, then you can provide a random one in `ledger-import-accounts'. To fetch transactions from all configured accounts and convert them to Ledger format, type `M-x ledger-import-all-accounts'. When this is finished, you can open the result with `M-x ledger-import-pop-to-buffer'. If you keep manually modifying the Ledger transactions after they have been converted, you might prefer to let ledger-import do that for you. ledger-import gives you 2 ways to rewrite OFX data: either through the `ledger-import-fetched-hook' or through `ledger-import-ofx-rewrite-rules'.