Aussie Bean Tools

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

Example

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

Upbank

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.

Upbank API token

See https://api.up.com.au/

You need a personal token to use the upbank API.
I put it into an environment variable for easy usage.

bean.config

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"),
]

Fuzzer

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.

johnmee/aussie-bean-tools