Just Another Ledger - project to track personal financial records
Project description
JAL
Just Another Ledger is a project for personal finance tracking.
It was designed to keep records of personal incomes/spendings and investments with up-to-date information about account's balances and portfolio value.
Main features
- multiple accounts with different currencies (base currency is russian rouble but might be changed in future versions)
- 5 types of transactions:
- Generic income/spending operations that may be splitted into several categories
- Transfers of money between different accounts and currencies
- Buy/Sell operation for securities (jal supports stocks, ETFs, options, partial support of bonds and futures)
- Dividend for stocks and Interest payments for bonds
- Corporate actions for stocks (Split, Symbol change, Merger, Spin-Off, Stock dividend)
- basic reports:
- monthly incomes/spendings splitted by category
- profit/loss report for investments accounts
- closed deals report
- stock/ETF quotes updates for US (Yahoo), EU (Euronext), CA (TSX) and RU (MOEX) exchanges traded stocks
- Broker statement import:
- Russian brokers: Uralsib broker (zipped xls), KIT Finance (xlsx), PSB broker (xls), Open broker (xml).
- US brokers: Interactive Brokers Flex statement (xml).
- Tax report preparation for foreign investments according to Russian Tax Code ().
Russian tax estimation for open positions. - experimental Download russian electronic slips from russian tax authority (FNS). This function requires authorization and additional dependencies to use these function - packages
pyzbar
andPillow
.
You may authorize via SMS, FNS personal account or ESIA/Gosuslugi. QR code may be scanned from camera, clipboard image or image file on disk.
Full description is available at Github - English, Русский
Support: jal@gmx.ru or Telegram
Project details
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jal-2021.9.1.tar.gz
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