meedstrom / bank-importer

Import and classify transactions from Nordea and Avanza

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Requirements

  • GNU R
  • The packages listed in common.R

Usage

  1. Download CSVs from Nordea, put them in a subdirectory called nordea.
  2. Execute nordea_import.R.

This produces two files, nordea_imported.ledger and nordea_exceptions.ledger. I have a third ledger file that @includes only the first, and the exceptions are manually pasted in and edited.

Why have exceptions? They are about complex events, involving transactions between multiple accounts or simply multiple transactions for the same thing (which may mean that several records are best merged into one), so it’s easier to just enter them manually to get them into the right form.

About

Import and classify transactions from Nordea and Avanza


Languages

Language:R 100.0%