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Project description
BANY
A collection of scripts I've created to aid with budgeting using YNAB
Setup
pipx install bany
Create YNAB transactions from a PDF
cfgs/extract-pdf-sample.yaml
- Define rules to match patterns in the text of a PDF
- Define the transactions to create from these matches
# Regular Expressions defined for date like values
dates:
Force Date:
value: |-
2023-01-01
Check Date:
regex: |-
Check\s+Date\s+(?P<DATE>{MONTHS}\s+\d+,?\s+\d\d\d\d)
# Regular Expressions defined for money like values
amounts:
401K:
group: EARNINGS
inflow: true
regex: |-
401K\s+
(?P<HOURS>{NUMBER})\s+
(?P<MONEY>{AMOUNT})\s+
(?P<TOTAL>{AMOUNT})
Salary:
group: EARNINGS
inflow: true
regex: |-
REGULAR\s+
(?P<RATES>{NUMBER})\s+
(?P<HOURS>{NUMBER})\s+
(?P<MONEY>{AMOUNT})\s+
(?P<TOTAL>{AMOUNT})
TOTAL-EARNINGS:
group: EARNINGS
inflow: true
total: true
regex: |-
Gross\s+Earnings\s+
(?P<HOURS>{NUMBER})\s+
(?P<MONEY>{AMOUNT})\s+
(?P<TOTAL>{AMOUNT})
# Transactions to push to a YNAB budget (these may reference the matches defined above)
transactions:
- budget: 2023
account: 'Checking'
category: 'Internal Master Category: Inflow: Ready to Assign'
payee: Company
color: red
amount: Salary
date: Check Date
- budget: 2023
account: 'Company'
category: 'Investment: Fidelity'
payee: 'Transfer : Fidelity : Syapse'
memo: 2023
color: yellow
amount: 401K
date: Check Date
bany extract pdf
- Run the extact command to parse a PDF and upload transactions to YNAB
bany extract pdf --inp /path/to/pdf --config config.yaml
bany extract pdf --inp /path/to/pdf --config config.yaml --upload
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