Automatically sync your bank's data with ledger
Project description
ledger-autosync is a program to pull down transactions from your bank and create ledger transactions for them. It is designed to only create transactions that are not already present in your ledger files. This should make it comparable to some of the automated synchronization features available in products like GnuCash, Mint, etc.
Features
Quickstart
Install:
$ python setup.py install
Run ofxclient to set up banking:
$ ofxclient
When you have added your institution, quit ofxclient.
Edit the generated ~/ofxclient.ini file. Change the description field of your accounts to the name used in ledger.
Run:
ledger-autosync
This will download a maximum of 90 days previous activity from your accounts. The output will be in ledger format and printed to stdout. Add this output to your ledger file. When that is done, you can call:
ledger-autosync
again, and it should print nothing to stdout, because you already have those transactions in your ledger.
resync
By default, ledger-autosync will process transactions backwards, and stop when it sees a transaction that is already in ledger. To force it to process all transactions up to the --max days back in time (default: 90), use the --resync option. This can be useful when increasing the --max option. For instance, if you previously synchronized 90 days and now want to get 180 days of transactions, ledger-autosync would stop before going back to 180 days without the --resync option.
Syncing a file
Some banks allow users to download OFX files, but do not support fetching via the OFX protocol. If you have an OFX file, you can convert to ledger:
ledger-autosync /path/to/file.ofx
This will print unknown transactions in the file to stdout in the same way as ordinary sync. If the transaction is already in your ledger, it will be ignored.
How it works
ledger-autosync stores a unique identifier, provided by your institution for each transaction, as metadata in each transaction. When syncing with your bank, it will check if the transaction exists by running the ledger or hledger command. If the transaction exists, it does nothing. If it does not exist, the transaction is printed to stdout.
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