alens-importers
Tool for importing IB Flex report entries into Beancount journal
Converting the functionality of interactive-brokers-flex-rs, ibflex, repo project to Python. Since Beancount provides an ingestion framework, beangulp, the tool should utilize that.
Former ib-flex-importer.
Setup
Install the ibflex package from the git repository directly:
uv pip install git+https://github.com/csingley/ibflex/
Eventually, also install the latest beangulp:
uv pip install git+https://github.com/beancount/beangulp/
Configuration
To configure the IBKR Flex Query report, see the instructions.
The test_ibflex.py file contains a working example of importer configuration.
Run
uv run python import.py extract ./downloads > out/tmp.beancount
# with deduplication
uv run python import.py extract ./downloads -e existing.beancount > out/tmp.beancount
Testing
From terminal, the template is:
uv run pytest
uv run pytest <file_path>::<test_function_name>
uv run pytest <file_path>::<TestClassName>::<test_method_name>
Individual tests:
uv run pytest tests\test_ibflex.py::test_tax_reversal
uv run pytest tests\test_ibflex.py::test_cash_balances
Publish
uv build
uv publish
Docs
Following the examples at beangulp repo.
Related Projects
1 maintainer
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