/moneta-ingest

Parse new financial documents into Moneta.

Steps

• Scan source/ for new files and record expected sources and date ranges.

• Detect document type from filename prefix. If unclear, sniff content headers or PDF table titles.

• Map type to parser and run it.

• Validate parser outputs: count, totals, date range, no duplicate IDs.

• Update aggregates and lots.

• Emit reconciliation summary with deltas and any warnings.

Type map:

bofa -> pnpm parse:bofa river -> pnpm parse:river strike -> pnpm parse:strike cashapp -> pnpm parse:all (includes cashapp PDF parsing) robinhood -> pnpm parse:all w2 -> pnpm parse:all charitable -> pnpm parse:all

Examples

Parse everything and rebuild aggregates

pnpm parse:all

Parse only BofA CSVs

pnpm parse:bofa

References

• source/

• normalized/transactions.json

• normalized/cost-basis.json

• normalized/accounts.json

• scripts/parse-all.ts

• scripts/parse-bofa.ts

• scripts/parse-river.ts

• scripts/parse-strike.ts

• scripts/parse-cashapp.ts

• scripts/parse-robinhood.ts

• scripts/parse-w2.ts

• scripts/parse-charitable.ts