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

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/.

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.

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

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