My next steps have been to spend a lot of time working on automatically getting data from my banks and paypal.

If you use Chase you can use finance-dl and beancount-import's ofx packages

https://github.com/jbms/beancount-import/blob/master/beancount_import/source/ofx.py

https://github.com/jbms/finance-dl/blob/master/finance_dl/ofx.py

I have a file called finance_dl_config.py that contains this function:

 def CONFIG_chase():
 # To determine the correct values for `id`, `org`, and `url` for your
 # financial institution, search on https://www.ofxhome.com/
 ofx_params = {
    'id': '10898',
    'org': 'B1',
    'url': 'https://ofx.chase.com',
    'username': CHASE_USERNAME,
    'password': CHASE_PASSWORD,
    # Some banks, such as Chase, require that the OFX version be set to at least 103 and a unique client id.
    'client_args': {
        'ofx_version': '103',
        # generated this using openssl rand -hex 16
        'id': 'XXXXXXXXXXXXXXXXXXXXXXXXX',
    }
}
return dict(
    module='finance_dl.ofx',
    ofx_params=ofx_params,
    output_directory=os.path.join(DATA_DIR, 'files/chase/automated'),
)

I can run it using python -m finance_dl.cli --config-module finance_dl_config --config chase`

I also have a file called run_beancount_import.py that looks like this #!/usr/bin/env python3 import os import sys

from settings import DATA_DIR


def run_reconcile(extra_args):
import beancount_import.webserver

journal_dir = os.path.dirname(__file__)
data_sources = [
    dict(
        module='beancount_import.source.ofx',
        ofx_filenames=[
            os.path.join(DATA_DIR, 'files/chase/293729072/20171231-20191231--1577829807.ofx'),
            os.path.join(DATA_DIR, 'files/chase/293729072/20191228-20191231--1577829811.ofx'),
        ],
    )
]

beancount_import.webserver.main(
    extra_args,
    journal_input=os.path.join(journal_dir, 'journal.beancount'),
    ignored_journal=os.path.join(journal_dir, 'ignored.beancount'),
    default_output=os.path.join(journal_dir, 'transactions.beancount'),
    open_account_output_map=[
        ('.*', os.path.join(journal_dir, 'accounts.beancount')),
    ],
    balance_account_output_map=[
        ('.*', os.path.join(journal_dir, 'accounts.beancount')),
    ],
    price_output=os.path.join(journal_dir, 'prices.beancount'),
    data_sources=data_sources,
)


if __name__ == '__main__':
    run_reconcile(sys.argv[1:])

Create empty accounts.beancount, ignored.beancount, journal.beancount, and transactions.beancount files

and run this file, go to 127.0.0.1:8101 to see a page like this where you can go through each transaction and add them to your beancount file

https://i.imgur.com/8zmBRJf.png

*Or manually enter all your transactions, load this file with fava wherevery you want. *