beancount-reds-plugins

A collection of plugins for Beancount, software for plain text, double entry bookkeeping. See README.md in individual directories for plugin specific documentation.

Plugin list:

• autoclose_tree: automatically closes all of an account's descendants when an account is closed.
• capital_gains_classifier: rebooks capital gains into separate long and short accounts, and separate gains and losses accounts
• effective_date: enables per-posting dates (each posting in a transaction can have a different date)
• opengroup: Inserts open statements for sets of accounts based on specifiable rules.
• rename_accounts: rename arbitrary accounts on the fly (eg: move Taxes from Expenses to Income when you temporarily want to view all your Expenses except taxes)
• zerosum: find matching pairs of postings that sum up to zero. Useful in de-duplication, and tracking things such as reimbursements, rebates, etc.

Installation

pip3 install beancount-reds-plugins

Or to install the bleeding edge version from git:

pip3 install git+https://github.com/redstreet/beancount_reds_plugins

Usage

Invoke and configure a plugin by including it in your beancount source. For example, invoke the rename_accounts plugin like so:

plugin "beancount_reds_plugins.rename_accounts.rename_accounts" "{
 'Expenses:Taxes' : 'Income:Taxes',
 }"

See README.md in individual directories for how to configure each plugin.

Disabling plugins during the import process

In general, no plugins should run on the source files that are passed to smart_importer. Here's an article that shows how.

In short (this is for zsh, adapt to your shell as needed):

bean-extract my.import -f <(echo 'plugin "beancount.plugins.auto_accounts"'; cat ${INGEST_ROOT}/../source/*) $file