lunchsimple 0.2.0

Sync Wealthsimple with Lunch Money.

Lunchsimple

Lunchsimple syncs your Wealthsimple activity with your Lunch Money budget.

Note: this project uses unofficial Wealthsimple APIs, which may be revoked at any time.

Getting Started

Prerequisites

To install Lunchsimple, you'll need:

• at least Python 3.12
• pipx (recommended)
• a functioning and accessible system keyring
  • should be true for most people, read more about keyring access if you have issues

Installing

You can install Lunchsimple from your terminal using pipx with:

pipx install lunchsimple

Alternatively, without pipx you can try to use plain 'ol pip:

pip install lunchsimple

However, doing so may require you to run as sudo which isn't recommended.

Logging In

You'll need to first log in with your Wealthsimple credentials:

lunchsimple login

Your login information is then stored locally on your system's keyring.

Configuring

You must tell Lunchsimple which Wealthsimple accounts belong to which Lunch Money assets.

It is recommended that you create a test budget to use with Lunchsimple the first time to ensure that you see the transactions that you expect.

First, go to the Accounts page in Lunch Money and create a new account for each Wealthsimple account you want to sync with.

Then, go to the Developers page in Lunch Money and generate an Access Token by clicking Request New Access Token.

Once you have the token, run the following:

lunchsimple configure --access-token "your-access-token"

You can re-run lunchsimple configure anytime to re-configure (or switch budgets if using a test budget).

Syncing

After logging in and configuring, you can finally push Wealthsimple activity into Lunch Money with:

lunchsimple sync

By default, syncing starts from the beginning of the current month.

You can also pass a date to start syncing from:

lunchsimple sync --start-date "2024-12-15"

Roadmap

There's some things that would be nice to have:

• asset balance syncing
• automatic Lunch Money asset creation
• test coverage
• optimized/faster transaction syncing
• better descriptions of trades

Contributing

Know Python? Want to improve Lunchsimple? Submit patches and let's chat.

Credits

This project wouldn't be here without these awesome packages:

• WS-API https://github.com/gboudreau/ws-api-python
• Lunchable https://github.com/juftin/lunchable
• Typer https://github.com/fastapi/typer