I love PTA and have been doing it for years, using beancount, fava and emacs.
The main benefit for me is keeping track of everything, including pensions, RSU vests and so on.
I have some scripts that help me connect to banks and translate the transactions into the correct format with some crude rules based categorisation, along with scripts that convert CSV files from investment accounts etc.
It’s a lot of effort at first but I’ve got the system down now to maybe 10-15 minutes work once a week to keep everything updated.
Comments
I love PTA and have been doing it for years, using beancount, fava and emacs.
The main benefit for me is keeping track of everything, including pensions, RSU vests and so on.
I have some scripts that help me connect to banks and translate the transactions into the correct format with some crude rules based categorisation, along with scripts that convert CSV files from investment accounts etc.
It’s a lot of effort at first but I’ve got the system down now to maybe 10-15 minutes work once a week to keep everything updated.