Postfinance documents in xml/csv

[nugget]

you can download any transaction up to (i dont remember, > 12 month) back in csv on the standard account activity page, see

Beancount getting started

Life Hacking

Beancount getting started

@nugget I posted a parser for postfinance ( https://sboehler.github.io/beans/ ) , works perfect with beancount [postfinance] [19] With the csv you can parse it and use it with beancount. You can edit the “examples.rules” for the matching: … description =~ “Mintos Marketplace” -> Assets:DE:Mintos:Investments description =~ “Wohnungsmiete.*” -> Expenses:Home:Rent … And parse your csv file with beans: ./beans import -i ch.postfinance -c example.rules -a Assets:CH:Postfin…

the export button features .csv format. I dont have my PF Excel importer workaround for beancount at hand, but the one for IB is very similar:

Beancount advancement Thread

Life Hacking

Beancount advancement Thread

here is my current (randomized data…) IB-to-beancount import excel sheet. So far it features stocks and Forex transactions, Dividends and Witholding Tax. It’s by no means a clean solution and requires adjustments to the labeling of your bean accounts, but if you spend 10 minutes on how the strings are gnerated, you will quickly be able to adjust it to your need. the manual, just after @Tino’s guide above: get the default activity statement from IB of the time u like like annual or year to d…