Ledger Tools

Import tools for using the accounting package Beancount (a variant of Ledger).

• Import CSV files from St George Bank
• Download transactions using the Up Bank API
• Match the descriptions of each transaction to an account
• Generate ledger entries

Usages

Import ledgertools into a poetry env and shell into it...

TODO: In the environment vars I have set JOHN_UPBANK_TOKEN and FIONA_UPBANK_TOKEN to the up:yeah:... api tokens received from upbank; I guess from their website. I need to work out how to generalize that.

UpBank

$ upbank
Usage: upbank [OPTIONS] COMMAND [ARGS]...

Options:
  --help  Show this message and exit.

Commands:
  balance     Fetch the current balance of the account.
  brewfiona   Generate beans from fionas upbank transaction file.
  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...

Resolving unknown transactions

$ accounts
Usage: accounts [OPTIONS] COMMAND [ARGS]...

Options:
  --help  Show this message and exit.

Commands:
  unknowns  Resolve the unknown transactions.

To import St George
To generate the ledger file

TODO

• what does what, right now?
• TUI for entering/choosing/confirming the account for unknown transactions
• fuzzy matcher, based on previous transactions, for predicting unknown transactions
• How to inject, then tweak, more complex (ie income) transactions from history?
• Work out a way to handle the token. Specify an env var? How?