fava-envelope 0.5

Fava Envelope budgeting for beancout

# fava-envelope

A beancount fava extension to add a envelope budgeting capability to fava and beancount. It is developed as an fava plugin and CLI.

## Installation via pip ` python install fava-envelope `

## TODO

• add example file for screenshots and testing

• Add testing

• add charts

## Running fava-envelope

## Load the Extension Add this to your beancount journal, and start fava as normal ` 2000-01-01 custom "fava-extension" "fava_envelope" "{}" `

You should now see ‘Envelope’ in your fava window

## Setting up budget

### Set the budget start date start date in the format <4 digit year>-<2 digit month> ` 2020-01-01 custom "envelope" "start date" "2020-01" `

## Set up Budget Accounts You will need to specify the Assets and Liabiities you want included in your budget (For example ignoring Investment accounts). you can use regular expression in these statements ` 2020-01-01 custom "envelope" "budget account" "Assets:Checking" 2020-01-01 custom "envelope" "budget account" "Liabilities:Credit-Cards:*" `

### Set up mappings By default fava-envelope will use the Assets/Liabilities/Income/Expenses buckets that are not listed in the budget accounts. this directive allows you to map them to another bucket ` 2020-01-01 custom "envelope" "mapping" "Expenses:Food:*" "Expenses:Food" `

### ALlocate money to a bucket ` 2020-01-31 custom "envelope" "allocate" "Expenses:Food" 100.00 `