Import

AI Powered

We built a dedicated OpenAI GPT to convert any financial data (e.g. CSVs, bank statements, chat history, …) to a Transity journal file.

Check it out at chat.openai.com/g/g-aUph953Vj-transity.

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:

• DKB Visa Card
• DKB Giro Account
• HypoVereinsbank
• MBS

Currently supported accounts for balances:

• AWS
• DKB
• Fidor
• Finvesto
• HypoVereinsbank
• MBS
• PayPal
• Deutsche Post Petty Cash

Contributions are very welcome!