example-CONFIG.yaml

categories:
  "Tartine Bakery": "Expenses:Food:Snacks"
  "Trader Joe's": "Expenses:Food:Groceries"
  "NETFLIX.COM": "Expenses:Entertainment:Movies"
  "Lyft *Ride": "Expenses:Transport:Taxi"
  "Autopay Payment": "Liabilities:AccountsPayable"

importers:
  # fully automated
  amex:
    currency: USD
    importer: OFX
    downloader: OFX
    OFX-id: 424 # https://www.ofxhome.com/index.php/institution/view/424
    op-id: "<1Password UUID>"
    accounts:
      - name: "Liabilities:US:AmEx:Green"
        id: "1234567" # real account ID from bank, used by `bean-identify`
      - name: "Liabilities:US:AmEx:Platinum"
        id: "456789" # needs to be a string!

  # totally manual
  bofa:
    currency: USD
    importer: CSV
    downloader: custom
    instructions:
      Go to the site and fownload in CSV format from the account page
    column_map: # keys from beancount.ingest.importers.csv.Col
      DATE: "Date"
      AMOUNT_DEBIT: "Debit"
      AMOUNT_CREDIT: "Credit"
      PAYEE: "Description"
      BALANCE: "Balance"
    accounts:
      - name: "Assets:US:BofA:Checking"
        id: "1234"
        filename_regexp: "BankOfAmerica\\.csv"
        content_regexp: "123456"

  # import is OFX (less error-prone than CSV), but downloading is manual
  chase:
    currency: USD
    importer: OFX
    downloader: custom
    instructions:
      Go to the site and download in OFX format from the account page
    accounts:
      - name: "Assets:US:Chase:Checking"
        id: "87654321"