beancount-blue

• Github repository: https://github.com/mescanne/beancount-blue/
• Documentation https://mescanne.github.io/beancount-blue/

beancount-blue is a collection of plugins for the Beancount plaintext accounting tool. These plugins provide additional functionality to help automate and streamline your bookkeeping.

Plugins

This collection currently includes the following plugins:

• Amortize: Amortize expenses over a specific period. For example, if you pay for a yearly subscription, you can use this plugin to spread the cost over 12 months.
• Tag: Automatically add tags to transactions based on the accounts they involve. This can help with tracking and reporting on specific categories of income or expenses.
• UK Capital Gains: A flexible capital gains calculator that can be configured to handle different tax regulations.
• Clear Residual Lots: Automatically clear out small, leftover lots in investment accounts that can occur when using the NONE booking method. This helps keep your books clean and accurate.

Importers & ML Prediction

This package also includes a native API importer framework for syncing transactions from real-world banks and APIs (Monzo, Starling, and TrueLayer). It features a built-in Machine Learning Predictor that leverages a scikit-learn Logistic Regression classifier (SGDClassifier) to automatically learn from your existing Beancount ledger and predict the correct counter-accounts and payees for new transactions.

See the Importers Documentation for detailed instructions on configuring the ML predictor, CLI usage, and specific bank implementations.

Installation

To use these plugins, you first need to install this package:

pip install beancount-blue

Then, you can enable the plugins in your Beancount file by adding a line like this:

plugin "beancount_blue.amortize" "{...}"

For more detailed instructions and configuration options, please see the documentation.

Contributing

Contributions are welcome! If you have an idea for a new plugin or an improvement to an existing one, please open an issue or submit a pull request. See the contributing guidelines for more information.