reckon
beancount-import
reckon | beancount-import | |
---|---|---|
5 | 21 | |
403 | 366 | |
- | - | |
5.7 | 4.1 | |
about 1 month ago | 13 days ago | |
Ruby | Python | |
MIT License | GNU General Public License v3.0 only |
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reckon
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Show HN: Paisa – Open-Source Personal Finance Manager
Reckon works well enough for me.
https://github.com/cantino/reckon
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Reckon 0.9.0 released
Or download the gemfile from the releases page on github https://github.com/cantino/reckon/releases/tag/v0.9.0
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Actual is going open-source
Thanks for the post Sagar, I'm the maintainer of reckon [1], a tool to help categorize transactions, which I used in ledger. There are a lot of interesting tools for doing plain text accounting [2] and I'm always interested in learning about new ones.
Reckon uses TF/IDF with cosine similarity, but I would be interested to see how you use Random Forest. Please post your code somewhere, I'd love to see it and learn something new!
[1] https://github.com/cantino/reckon
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Rules for Ledger Covert
Hi, I'm the current maintainer of reckon, if you're having issues with reckon, I'd be happy to help. You can message me here on reddit, or, if you have a github account, you can post an issue in the project https://github.com/cantino/reckon/issues
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CSV importer survey - what do you use?
https://github.com/cantino/reckon is really handy. I maintain a token file(used to map a transaction to an account) and run the reckon tool against the bank csv files in non-interactive mode to generate a temp ledger file, make necessary adjustments and then merge it with the main ledger file.
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?
plaintextaccounting - The plaintextaccounting.org website, a portal to Ledger, hledger, beancount and co. Also the PTA wiki.
Fava - Fava - web interface for Beancount
actual - A local-first personal finance app
beancount - Beancount: Double-Entry Accounting from Text Files.
beangulp - Importers framework for Beancount
YNAB4-64bit - Conversion tool to get YNAB4 working on 64bit macOS (Catalina and later)
fava-review - A Fava extension to help review transactions over a series of periods.
lakshmi - Investing library and command-line interface inspired by the Bogleheads philosophy
bean-add - A beancount transaction entry assistant (GitHub mirror)
Canvas LMS - The open LMS by Instructure, Inc.
GnuCash - GnuCash Double-Entry Accounting Program.