A CLI tool that converts financial data to Beancount files
Project description
Beancount Multitool
Beancount Multitool is a command-line-interface (CLI) tool that converts financial data from financial institutions to Beancount files.
The following institutions are supported:
What these scripts can do:
- Read raw CSV files downloaded from each institution's website.
- Label debit and credit transactions to respective account types.
- Debit:
Expenses:JP:Unknown:NameOfInstitution
- Credit:
Income:JP:Unknown:NameOfInstitution
- Debit:
What these scripts can not (yet) do:
- Label transactions with different sub-accounts, e.g.,
Expenses:JP:Food:Grocery
orExpenses:JP:Food:Restaurant
.
Installation:
pip install beancount-multitool
Usage:
bean-mt --help
Usage: bean-mt [OPTIONS] NAME CONFIG DATA
Read financial data and output a Beancount file.
NAME is the name of the financial institution. See Note below for a list of
supported names.
CONFIG is a .toml file with run-time configurations, e.g. config.toml.
DATA is the raw financial data downloaded from NAME, e.g. input.csv.
Options:
--output PATH Resulting Beancount file
--version Show the version and exit.
--help Show this message and exit.
Note: supported names of financial institutions: ['ja_bank', 'rakuten_bank',
'rakuten_card', 'shinsei_bank']
Example:
bean-mt rakuten_bank config.toml 2024-01.csv --output 2024-01.bean
Workflow:
- Download the raw CSV files from a financial institutions.
- Run
bean-mt
. - Include the
output.bean
file in my ledger. - Manually edit that Beancount file to my needs.
config.toml:
There is a default config.toml per financial institutions. Examples are in the test data folder.
Requirements
- Python 3.9 or higher.
More
License
MIT License
Project details
Release history Release notifications | RSS feed
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
Source Distribution
Built Distribution
Close
Hashes for beancount_multitool-0.2.0.tar.gz
Algorithm | Hash digest | |
---|---|---|
SHA256 | a95a13b3cd0f9b8d09cd92c0a5456fef6a8a52821d45872994fb5ddd37407983 |
|
MD5 | 9d5a840d986e027acce4b36566c6c582 |
|
BLAKE2b-256 | 46b42bfcddc62661bbbbc6926abbaa145ef4144802bd106163b97f6e842d7458 |
Close
Hashes for beancount_multitool-0.2.0-py3-none-any.whl
Algorithm | Hash digest | |
---|---|---|
SHA256 | 3c853105952a69e9d4b37861aee6c9438c93c79d9d46460505a34806db92fb23 |
|
MD5 | 5d37102b87faec1587a8dfddddb22c5d |
|
BLAKE2b-256 | f314d11f5791abb61d9ac97f87a3e58380aa0dd2bf70892468a4b3bf48c6d2e7 |