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Import

With LLMs

LLMs are surprisingly good at converting any financial data (e.g. CSVs, bank statements, chat history, images, photos, …) to a Transity journal file. Just provide them with an example journal file and prompt them to convert it to this format.

From Ledger CLI

Execute the included ledger2transity script:

./ledger2transity.sh examples/hledger.journal > transactions.csv

Convert transactions.csv to YAML with e.g. browserling.com/tools/csv-to-yaml

Attention:

  • Merge adjacent entries as each entry only debits / credits an account. A transaction always involves 2 accounts (from and to). (For expenses basically copy the ledger-account from the second entry into the from field of the first entry)
  • from and to might be reversed for income (depending on how the payee field was used)
  • Account names of Ledger-CLI are interpreted as tags Transity understands accounts as physical accounts
  • The note is duplicated in the tags field. There is no way to get only the tags in Ledger-CLI 😔

Scripts

Transity includes a few scripts located at ./scripts to automate a Chrome browser to download data.

Retrieving Data from Banks

It supports downloading CSV files of all transactions and converting them to journal files and retrieving the current account balance:

node scripts/transactions/hypovereinsbank.js > transactions.yaml

This will prompt you for your credentials and afterwards automate a headless Chrome instance to download and convert the data.

Currently supported accounts for transactions:

Currently supported accounts for balances:

Contributions are very welcome!