beancount-import
bean-add
beancount-import | bean-add | |
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21 | 2 | |
366 | 31 | |
- | - | |
4.1 | 6.7 | |
14 days ago | 4 months ago | |
Python | Python | |
GNU General Public License v3.0 only | Apache License 2.0 |
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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.
bean-add
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Video or idiots guide to beanCount wanted
After this manually add new journal entries for all financial transactions that you undertake. You don't even need Beancount up and running to do this. You can use something like bean-add, if you want. If you aren't sure how to model a particular transaction, ask for help here or one of the chat rooms (as u/simonmic suggested).
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One Lot per tx or how to handle cost basis for crypto trading with ledger CLI?
bean-add automates some of the process of creating transactions, but it's barely interactive. It's nowhere near hledger-iadd.
What are some alternatives?
Fava - Fava - web interface for Beancount
beancount - Beancount: Double-Entry Accounting from Text Files.
beangulp - Importers framework for Beancount
alfred-beancount - alfred workflow to modify beancount file with account/payee auto-complete
fava-review - A Fava extension to help review transactions over a series of periods.
GnuCash - GnuCash Double-Entry Accounting Program.
finance-dl - Tools for automatically downloading/scraping personal financial data.
plaid-sync - Command-line interface to the Plaid API that synchronizes your bank/credit card transactions with a local SQLite database. Written in Python 3.
beancount-mobile - Data entry app for Beancount plain-text accounting system
hledger-flow - An hledger/ledger-cli workflow focusing on automated statement import and classification