Feature Request: Brokerage account support in connect

[kopptr]

I have connected my brokerage accounts to a Sync Repository on my Beanhub account via Plaid. The institutions successfully sync with message Import complete without changes, but do not actually show any transactions. I have:

• Vanguard (Brokerage, Roth IRA, IRA, and 401K)
• Charles Schwab (Equity Awards, Individual Brokerage)

Supporting brokerage accounts would be a huge improvement to beanhub-connect. If that gets added, then beanhub-import could be significantly improved by importing these transactions correctly and leveraging beancount's ability to track lots and cost bases.

[fangpenlin]

Hi @kopptr,

Thanks for reporting the issue. Have you added rules for importing transactions at .beanhub/imports.yaml? Currently there needs to be rules for importing those transactions from CSV files. We have plan for adding some AI features to make it much easier, but for now it needs to be done manually. Here's the tutorial for how to use import:

https://academy.beanhub.io/automation/overview/

Can you please have a look and let me know if by adding an import rule, is it working as expected?