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The CSV that I downloaded from Schwab at https://client.schwab.com/app/accounts/history doesn't have a Transactions for account... line, so I get an AssertionError when trying to import it.
Put the CSV in your "transactions" directory that you pass to transactions=glob(...) in your config
Run beancount-import
Expected behavior
No error
Actual behavior
You get this exception:
Traceback (most recent call last):
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/webserver.py", line 514, in _handle_reconciler_loaded
loaded_reconciler = loaded_future.result()
^^^^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/Cellar/[email protected]/3.11.6_1/Frameworks/Python.framework/Versions/3.11/lib/python3.11/concurrent/futures/_base.py", line 449, in result
return self.__get_result()
^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/Cellar/[email protected]/3.11.6_1/Frameworks/Python.framework/Versions/3.11/lib/python3.11/concurrent/futures/_base.py", line 401, in __get_result
raise self._exception
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/thread_helpers.py", line 13, in wrapper
f.set_result(fn(*args, **kwargs))
^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/reconcile.py", line 380, in __init__
self._load_sources()
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/reconcile.py", line 437, in _load_sources
sources = self.sources = [
^
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/reconcile.py", line 438, in <listcomp>
load_source(spec, log_status=self.reconciler.log_status)
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/source/__init__.py", line 334, in load_source
return m.load(source_spec, log_status=log_status) # type: ignore
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/source/schwab_csv.py", line 1194, in load
return SchwabSource(**spec, log_status=log_status)
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/source/schwab_csv.py", line 1214, in __init__
self.raw_entries.extend(_load_transactions(csv_filename))
^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
File "/opt/homebrew/lib/python3.11/site-packages/beancount_import/source/schwab_csv.py", line 1549, in _load_transactions
assert match, title
AssertionError: "Date","Action","Symbol","Description","Quantity","Price","Fees & Comm","Amount"
> /opt/homebrew/lib/python3.11/site-packages/beancount_import/source/schwab_csv.py(1549)_load_transactions()
-> assert match, title
Summary
The CSV that I downloaded from Schwab at https://client.schwab.com/app/accounts/history doesn't have a
Transactions for account...
line, so I get anAssertionError
when trying to import it.To reproduce
transactions=glob(...)
in your configExpected behavior
No error
Actual behavior
You get this exception:
System info
macOS 13.3.1
Python 3.11.6
beancount-import 1.3.5
Notes
Is there is a different place I should be downloading CSVs from? If so, it should be documented in the docstring at https://github.com/jbms/beancount-import/blob/master/beancount_import/source/schwab_csv.py .
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