finances-ingest

Parse new source files into the normalized transaction ledger.

Quick Start

• Drop new export files into ~/Documents/finances/source/ subdirectory:

• Bank exports → source/bank/

• Crypto exports → source/crypto/

• Brokerage exports → source/brokerage/

• Or sync from Moneta: uv run python scripts/sync_moneta.py

• Run ingest: cd ~/Documents/finances && uv run python scripts/ingest.py

Supported Sources

Source File pattern Target

BofA source/bank/bofa*.csv

data/transactions/bofa.jsonl

Strike source/crypto/strike*.csv

data/transactions/strike.jsonl

River source/crypto/river*.csv

data/transactions/river.jsonl

Robinhood source/brokerage/robinhood*.csv

data/transactions/robinhood.jsonl

Note: Copilot transactions are ingested via scripts/backfill.py (one-time) or by dropping new exports in the root of ~/Documents/finances/.

Deduplication Rules

• Transaction IDs: sha256(source+date+amount+description)[:16] — deterministic

• Re-ingesting the same file is always safe — duplicates are counted and skipped

• Copilot is the primary source for banking (BofA checking, Apple Card, Apple Cash, Apple Savings). The raw BofA CSV is supplemental detail — don't double-count spend.

Flags

uv run python scripts/ingest.py --dry-run # Count without writing uv run python scripts/ingest.py --source bofa # Single source only

After Ingest

Run /finances-report to see updated analytics with the new data.