Automating statement file pre-processing

• hledger

  86 2,759 9.8 Haskell

  Robust, fast, intuitive plain text accounting tool with CLI, TUI and web interfaces.

Here's a cleaned up version of the Makefile I use. I keep journals, csv files and their rules in one finance directory. The makefile moves downloaded csv files there and imports them. It could be as simple as:

• full-fledged-hledger

  7 338 6.2 Haskell

  Tutorial on Hledger setup with multi-year files, multi-source imports and a range of auto-generated reports

I mostly followed a system like adept's fully fledged hledger but from scratch, but the concept is the same. I have import folder with bunch of importers from different sources all built with the same structure, 3 folders (in, csv, journal) which in order are the raw format of the source (.xls, .csv, .pdf), a csv pre-process version of the source data, and the final processed journals. In the root of the importer I have a in2csv and a csv2journal script files to handle the processing. You can have this scripts in whatever language you're comfortable working (even bash scripts will get most of the work in simple workflows).

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