Comment by markgall

Comment by markgall 5 days ago

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I've found that so few of my accounts support ofxget that it's not worth the trouble of dealing with it. I just occasionally download year-to-date statements from all my accounts and then run scripts to convert them to ledger format and append only the things after a given cutoff date (things like the credit card script are pretty interactive so I don't want to overwrite the old data). To know which accounts are in most dire need of a check, I have a script that shows the last transaction on each statement-generating account.

This basically works for me and catching up doesn't really take long. There are some accounts that I update very infrequently, but I've gotten over my OCD about this and it doesn't really matter. My wife doesn't appreciate being hassled for the statement from her work HSA every month -- nor does it really matter how much is in there at any given moment, unless we have a big medical expense -- so we just occasionally sit down and catch everything up, maybe twice a year.

Overall I find the automation means it's vastly less work than when I used gnucash, and the flexibility in expense structures and ease of assigning things mean I have much better budget data than when I used mint.com.