Tools for using beancount with Up Bank, St George Bank, Fastmail, and autocompleting the routine transactions.
- downloads transactions with the UpBank API
- completes new transactions, by fuzzy-matching them against existing transactions
- imports transactions from a St George Bank CSV file
- sends an email via fastmail.com
Retrieve recent upbank transactions...
$ upbank --token $UPBANK_TOKEN recent > /tmp/upbank.json
Convert transactions from json to beancount format...
$ bean-extract -e master.beancount bean.config /tmp/upbank.json > /tmp/up.beancount
Autocomplete transactions by fuzzy matching against past transactions...
$ fuzzer /tmp/up.beancount
Convert transactions from stgeorge csv to beancount format, and autocomplete...
$ bean-extract -e master.beancount bean.config stgeorge.csv | fuzzer
Usage: upbank [OPTIONS] COMMAND [ARGS]...
Options:
--token TEXT Upbank token
--help Show this message and exit.
Commands:
balance Fetch the current balance of the account.
categories Get a list of transaction categories.
month Download a sequence of transactions.
ping Send a ping to Upbank, to verify your token and their API...
recent Download a sequence of transactions.
You need a personal token to use the upbank API. I put it into an environment variable for easy usage.
Beancount needs a config file something like this for bean-extract
to work.
from aussie_bean_tools import upbank
from aussie_bean_tools import stgeorge
CONFIG = [
upbank.UpbankImporter("Assets:Bank:Upbank"),
stgeorge.StGeorgeImporter("Assets:Bank:StGeorge:Freedom"),
]
Add the cross account posting to routine beancount transactions.
A tool which consumes a beancount file fragment, with only one posting per transaction, and outputs the same beancount file with speculatively completed postings guessed from historical entries.
Usage: fuzzer [OPTIONS] INFILE
Autocomplete postings of transactions.
* Build a dictionary of past transactions and a summary key/description. *
For each transaction fuzzymatch it against the keys in the dictionary * and
copy the postings and tags of the matched transaction from history
Options:
--threshold INTEGER Only use fuzz scores better than this. [default: 86]
--training PATH Beancount file to use as a template for predictions.
[default: master.beancount]
--help Show this message and exit.
May issue a warning. Works fine, but slower without. Install python-Levenshtein
if desired.