Beangulp SimpleFIN Importer
A beangulp importer for SimpleFIN data.
Installation
uv add beangulp-simplefin
Or with pip:
pip install beangulp-simplefin
Usage
1. Download SimpleFIN data
Use the SimpleFIN CLI to download your account data:
uv add simplefin
simplefin fetch --output ~/simplefin-data/
This creates one JSON file per account in the output directory.
2. Configure your importer
Create an import.py configuration:
from beangulp_simplefin import SimpleFINImporter
import beangulp
importers = [
SimpleFINImporter(account_mapping={
"ACT-xxx-xxx": "Assets:Checking:Chase",
"ACT-yyy-yyy": "Assets:Checking:Schwab",
"ACT-zzz-zzz": "Liabilities:CreditCard:Amex",
})
]
if __name__ == "__main__":
beangulp.Ingest(importers)()
3. Extract transactions
python import.py extract ~/simplefin-data/ >> ledger.beancount
4. Archive the files (optional)
python import.py archive ~/simplefin-data/ -o documents/
Importer Options
SimpleFINImporter(
account_mapping, # Dict mapping SimpleFIN account IDs to Beancount accounts
currency='USD', # Default currency
expense_account='Expenses:Uncategorized', # For outflows
income_account='Income:Uncategorized', # For inflows
)
Output Format
Each transaction becomes a Beancount entry:
2024-01-15 * "GROCERY STORE #123"
simplefin_id: "TRN-abc123"
Assets:Checking:Chase -45.67 USD
simplefin_id: "TRN-abc123"
Expenses:Uncategorized
2024-01-16 balance Assets:Checking:Chase 1234.56 USD
Workflow Example
# Daily/weekly sync
simplefin fetch --output ~/simplefin-data/
python import.py extract ~/simplefin-data/ >> ledger.beancount
bean-check ledger.beancount
Related Tools
- simplefin - SimpleFIN Python client
- sfin2beancount - Pipe-based SimpleFIN to Beancount converter
- sfin2ledger - SimpleFIN to Ledger converter
License
MIT
1 maintainer
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