beancount-refried 0.7.0

A collection of plugins and scripts for beancount and fava for monthly budgeting.

refried

A collection of plugins and scripts for beancount and fava for monthly budgeting. Budgeting-related plugins inspired by You Need a Budget.

Installation

Install this plugin from PyPI:

pip install beancount-refried

Alternatively, if you want to be able to edit the plugins locally, you can clone this repository then run the following from within the root of the repository:

pip install -e .

Quick start

Enable the rebudget beancount plugin and the avail_ext fava extension by adding the following lines to your beancount file:

plugin "refried.plugins.rebudget"
2020-01-01 custom "fava-extension" "refried.extensions.avail_ext"

This will add a new report "Budget" to fava. The rebudget plugin is required for it to function properly.

See the document on YNAB-style budgeting for details.

Customization

The fava extensions allow you to specify more user friendly names by using a name: <str> metadata on an account's open directive.

You can also influence the ordering of displayed accounts using an ordering: <number> metadata on an account's open directive if you don't want the default alphabetic ordering. You can also use Decimals or strings of the form "<number>.<number>.<number>..." to easily insert new accounts between two adjacent accounts. For example, "23.64.2" would be ordered between "23.64" and "23.65".

Some of the plugins/extensions may currently make assumptions about currency (USD) and various account names.

Attribution

refried includes content based off of files from https://github.com/redstreet/beancount_reds_plugins, licensed under GPL3.