mm

A tiny command line companion to Money Manager Ex. It serves one purpose for now - automate assignment of non-reconciled transactions given a set of rules.

E.g., create a rule to automatically assign a transaction to Payee: Amazon if the Notes field contains certain regex. Also update the Category and Sub Category for this transaction. A sample config is available in docs/sample.yml.

Usage

At this time only running from source code is available since I'm the only user. Please create an issue if you need binaries.

> cd e:\tmp\mm
> dotnet build
> cd src\mm
> dotnet run -- --help
Description:
  Companion to Money Manager Ex.

Usage:
  mm [command] [options]

Options:
  -d, --database <database>  Path to MMEX db.
  -c, --config <config>      Path to a configuration file with assignment rules. [default: Configuration { DatabasePath = , DatabasePassword = , Assignments = , SourcePath =  }]
  --verbose                  Enable verbose logging.
  --version                  Show version information
  -?, -h, --help             Show help and usage information

Commands:
  assign  Update transactions based on a criteria.
  config  Validate and create missing configurations.

Please note that this program will modify your mmex database. Kindly take a backup before running assign command.

Configuration

Please see docs/sample.yml for a sample annotated configuration file.

License

MIT

Backlog

Bunch of these are not done primarily because I will likely be the only user of this tool. I will be glad to pick these up or accept any contribution if anyone needs these. Open to feedback/suggestions, please create an issue!

• Add a CI and some unit tests
• Do binary releases
• More functionality around stats on the console, or import qif files directly etc.