beangulp-simplefin 0.2.0

Beangulp importer for SimpleFIN

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