beancolage
beancount-import
beancolage | beancount-import | |
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3 | 21 | |
8 | 367 | |
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5.4 | 4.1 | |
10 months ago | 22 days ago | |
TypeScript | Python | |
GNU General Public License v3.0 or later | GNU General Public License v3.0 only |
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beancolage
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Show HN: Paisa – Open-Source Personal Finance Manager
Just FYI if you're used to beancount & fava I started prototyping a more integrated experience for it: https://github.com/seltzered/beancolage . Still early days though.
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The End of the Accounting Search
> Maybe this was primarily done based on the users being comfortable with a GUI driven system?
FWIW I started prototyping a plaintext accounting 'app' that combines a popular plaintext accounting system (beancount) with the most used web frontend for it (fava) - it's called beancolage and makes use of eclipse theia (vscode-like experience): https://github.com/seltzered/beancolage
beancount-import
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Show HN: Paisa – Open-Source Personal Finance Manager
Fighting with Mint and categorizing Amazon purchases was what initially pushed me down the path into plain text accounting (PTA).
I ended up long down the rabbit hole with auto-downloading Amazon orders (originally with https://github.com/jbms/finance-dl, but then my own custom scraping) and importing and matching them up with credit card transactions using beancount-import (https://github.com/jbms/beancount-import).
This ultimately resulted in me spending a lot less on Amazon - to the point that now doing it manually wouldn't be too bad...
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Beancount getting started - how to
I personally started with beancount-import to process QFX/OFX files from my bank. It's a nice product, because it automatically joins both sides of a transaction for transfers/payments from one bank to another, and has some auto-categorization features. But it does take some work to understand and get running.
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Dealing with existing entries in beancount-import
Some skimming of the OFX import code indicates that the importer manages the duplicate detection itself. Since it looks like you need to pretty much write a CSV importer yourself, you'd probably have to manage the uniqueness using some identifier from the CSV file.
- Beancount-import, additional metadata?
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Tracking prices of products
These HTML are stored in a common folder, then parsed by beancount-import using the built-in importer for Amazon Invoice HTML files from that project. The author of that project wrote/uses finance-dl to get his Amazon invoices. At one point, his download code wasn't working for me, so I wrote my own. Independently, for reasons I no longer remember.
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Trouble with setting up beancount-import
Now, I'm trying to set up the bean-import (https://github.com/jbms/beancount-import) module but i have run in to some problems.
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How do you handle the same transaction coming from multiple sources?
I handle them with Beancount and beancount-import. beancount-import identifies duplicate transactions and merges them automatically. It handles both the case where two import sources have the same transaction (e.g. your bank account/credit card situation) and the case where there's an existing manually-entered transaction that also exists in an import source.
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How do you use Beancount?
What I use a lot is https://github.com/jbms/beancount-import. Since I know a bit of python I was able tweak the importer for my bank statements. It helps a lot.
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Bank balance and the delay in transactions posting- how to solve
I use beancount-import which does a great job of allowing for multiple sources of data (including manual entries) and matching up postings from multiple sources. It helps a lot for my particular use.
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Interactive tool to match imported transactions against already existing manual entries
It's the wrong underlying toolset (beancount instead of ledger), but otherwise you're describing how beancount-import works.
What are some alternatives?
paisa - Paisa – Personal Finance Manager. https://paisa.fyi demo: https://demo.paisa.fyi
Fava - Fava - web interface for Beancount
bursar - SimpleFIN + Google Sheets expense-tracking tool inspired by Mintable
beancount - Beancount: Double-Entry Accounting from Text Files.
finance-dl - Tools for automatically downloading/scraping personal financial data.
beangulp - Importers framework for Beancount
helm - Helm Chart Repository for Frappe/ERPNext
fava-review - A Fava extension to help review transactions over a series of periods.
gkapp
bean-add - A beancount transaction entry assistant (GitHub mirror)
qb-escape - Fork of QuickBooks -> GnuCash migration scriptions from https://lwn.net/Articles/729087/
GnuCash - GnuCash Double-Entry Accounting Program.