Workflow

A typical workflow using the CLI tool with a Beancount ledger:

1. Download the raw CSV file from a financial institution.
2. Run bean-mt CLI tool on the CSV file.
3. Inspect the resulting output.bean file for uncategorized transactions.
4. Edit configurations (i.e. regular expressions and etc) and repeat previous step.
5. Include output.bean in the Beancount ledger.

What to do next?

• For quick start, choose one of the financial institutions. Then modify the label-all-as-default example to match your Beacount ledger accounts.
• For a simple example of using regular expression to label accounts, see the regular expression example for JA Bank.
• For developers, see here.
• Learn about configurations of bean-mt CLI tool.
• Here are some examples of common usage.