pax_global_header 0000666 0000000 0000000 00000000064 14661656733 0014533 g ustar 00root root 0000000 0000000 52 comment=e146d76cc8f5ee8b385ec7ded5d7948c551c785b
ledger-autosync-1.2.0/ 0000775 0000000 0000000 00000000000 14661656733 0014640 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/.flake8 0000664 0000000 0000000 00000000034 14661656733 0016010 0 ustar 00root root 0000000 0000000 [flake8]
max-line-length=100 ledger-autosync-1.2.0/.git-blame-ignore-revs 0000664 0000000 0000000 00000000050 14661656733 0020733 0 ustar 00root root 0000000 0000000 039ee5e17ead3fc2f887351a22d98a1b43b79448 ledger-autosync-1.2.0/.github/ 0000775 0000000 0000000 00000000000 14661656733 0016200 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/.github/workflows/ 0000775 0000000 0000000 00000000000 14661656733 0020235 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/.github/workflows/python-app.yml 0000664 0000000 0000000 00000001600 14661656733 0023054 0 ustar 00root root 0000000 0000000 name: Python package
on:
push:
branches: ["master"]
pull_request:
branches: ["master"]
jobs:
build:
runs-on: ubuntu-latest
strategy:
fail-fast: false
matrix:
python-version: ["3.8", "3.9", "3.10", "3.11"]
steps:
- uses: actions/checkout@v4
- name: Set up Python ${{ matrix.python-version }}
uses: actions/setup-python@v3
with:
python-version: ${{ matrix.python-version }}
- name: Install dependencies
run: |
sudo apt install -y ledger hledger
python -m pip install --upgrade pip
python -m pip install --upgrade poetry
python -m pip install flake8 pytest
poetry install --with=dev
- name: Lint with black
run: |
poetry run black --check .
- name: Test with pytest
run: |
poetry run python -m pytest
ledger-autosync-1.2.0/.gitignore 0000664 0000000 0000000 00000000076 14661656733 0016633 0 ustar 00root root 0000000 0000000 venv/
*.pyc
*.egg
.eggs
build/
dist/
ledger_autosync.egg-info
ledger-autosync-1.2.0/.hgignore 0000664 0000000 0000000 00000000061 14661656733 0016440 0 ustar 00root root 0000000 0000000 venv/
.*pyc
build/
dist/
ledger_autosync.egg-info ledger-autosync-1.2.0/CHANGELOG.md 0000664 0000000 0000000 00000002575 14661656733 0016462 0 ustar 00root root 0000000 0000000 ## Unreleased
- Migrated to python3
- Add --reverse option to print txns in reverse
- Better error handling on OFX server error
- Add --shorten-account, --hardcode-account options
improve user privacy
- Add --payee-format argument
- Move ofxid metadata to correct posting
- Misc bugfixes
## Version 0.3.5
- Disable default usage of python bindings
- Change to using 65 spaces to align txns (per ledger-mode)
- Improve .ledgerrc parsing
- Better error messages
- Add basic plugin system
- Misc bugfixes
## Version 0.3.4
- Packaging fixes
## Version 0.3.3
- Fix problem building on ubuntu trusty
## Version 0.3.2
- Fix problem with certain characters in transaction id
## Version 0.3.0
- Support CSV files (Mint, Paypal and Amazon flavors)
- Uses ticker symbol by for currencies, not CUSIP (You will need to change
previous transactions which used the CUSIP so they work with new transactions)
- Dividends will now be formatted correctly
- Fuzzy payee matching
## Version 0.2.5
- Support advanced investment transactions
- Upgrade to ofxparse 0.15
## Version 0.2.4
- Add `--unknown-account` argument
## Version 0.2.2
- Better support for strange OFX, payee characters
## Version 0.2.1
- Support ledger python API
## Version 0.2.0
- Improved hledger support
## Version 0.1.4
- Balance assertions
- Initial balance
## Version 0.1.3
- Reverse transactions
## Version 0.1.0
- Initial release
ledger-autosync-1.2.0/CONTRIBUTING 0000664 0000000 0000000 00000000622 14661656733 0016472 0 ustar 00root root 0000000 0000000 Pull request for bugs and feature enhancements are welcome at:
https://github.com/egh/ledger-autosync
If you are considering a large change, please open an issue first to
discuss any possible implications or best practices.
If writing a bug fix, please include a regression test that would fail
without the fix. If writing a new feature, testing that it works as
expected is very much appreciated. ledger-autosync-1.2.0/LICENSE 0000664 0000000 0000000 00000104513 14661656733 0015651 0 ustar 00root root 0000000 0000000 GNU GENERAL PUBLIC LICENSE
Version 3, 29 June 2007
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Public License "or any later version" applies to it, you have the
option of following the terms and conditions either of that numbered
version or of any later version published by the Free Software
Foundation. If the Program does not specify a version number of the
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If the Program specifies that a proxy can decide which future
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15. Disclaimer of Warranty.
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APPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT
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OF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,
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IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
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THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY
GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE
USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF
DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD
PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),
EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF
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17. Interpretation of Sections 15 and 16.
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above cannot be given local legal effect according to their terms,
reviewing courts shall apply local law that most closely approximates
an absolute waiver of all civil liability in connection with the
Program, unless a warranty or assumption of liability accompanies a
copy of the Program in return for a fee.
END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest
possible use to the public, the best way to achieve this is to make it
free software which everyone can redistribute and change under these terms.
To do so, attach the following notices to the program. It is safest
to attach them to the start of each source file to most effectively
state the exclusion of warranty; and each file should have at least
the "copyright" line and a pointer to where the full notice is found.
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Also add information on how to contact you by electronic and paper mail.
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Copyright (C)
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For more information on this, and how to apply and follow the GNU GPL, see
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The GNU General Public License does not permit incorporating your program
into proprietary programs. If your program is a subroutine library, you
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.
ledger-autosync-1.2.0/README.rst 0000664 0000000 0000000 00000034500 14661656733 0016331 0 ustar 00root root 0000000 0000000 ledger-autosync
===============
.. image:: https://travis-ci.org/egh/ledger-autosync.svg?branch=master
:target: https://travis-ci.org/egh/ledger-autosync
ledger-autosync is a program to pull down transactions from your bank
and create `ledger `__ transactions for them.
It is designed to only create transactions that are not already
present in your ledger files (that is, it will deduplicate
transactions). This should make it comparable to some of the automated
synchronization features available in products like GnuCash, Mint,
etc. In fact, ledger-autosync performs OFX import and synchronization
better than all the alternatives I have seen.
News
----
v1.0.0
~~~~~~
Versions of ledger-autosync before 1.0.0 printed the ofxid in a
slightly incorrect position. This should not effect usage of the
program, but if you would like to correct the error, see below for
more details.
Features
--------
- supports `ledger `__ 3 and
`hledger `__
- like ledger, ledger-autosync will never modify your files directly
- interactive banking setup via
`ofxclient `__
- multiple banks and accounts
- support for non-US currencies
- support for 401k and investment accounts
- tracks investments by share, not dollar value
- support for complex transaction types, including transfers, buys,
sells, etc.
- import of downloaded OFX files, for banks not supporting automatic
download
- import of downloaded CSV files from Paypal, Simple, Amazon and Mint
- any CSV file can be supported via plugins
Platforms
---------
ledger-autosync is developed on Linux with ledger 3 and python 3; it
has been tested on Windows (although it will run slower) and should
run on OS X. It requires ledger 3 or hledger, but it should run faster
with ledger, because it will not need to start a command to check
every transaction.
Quickstart
----------
Installation
~~~~~~~~~~~~
If you are on Debian or Ubuntu, an (older) version of ledger-autosync
should be available for installation. Try:
::
$ sudo apt-get install ledger-autosync
If you use pip, you can install the latest released version:
::
$ pip install ledger-autosync
You can also install from source, if you have downloaded the source:
::
$ python setup.py install
You may need to install the following libraries (on debian/ubuntu):
::
$ sudo apt-get install libffi-dev libpython-dev libssl-dev libxml2-dev python-pip libxslt-dev
Running
~~~~~~~
Once you have ledger-autosync installed, you can download an OFX file
from your bank and run ledger-autosync against it:
::
$ ledger-autosync download.ofx
This should print a number of transactions to stdout. If you add these
transactions to your default ledger file (whatever is read when you
run ``ledger`` without arguments), you should find that if you run
ledger-autosync again, it should print no transactions. This is
because of the deduplicating feature: only new transactions will be
printed for insertion into your ledger files.
Using the ofx protocol for automatic download
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
ledger-autosync also supports using the OFX protocol to automatically
connect to banks and download data. You can use the ofxclient program
(which should have been installed with ledger-autosync) to set up
banking:
::
$ ofxclient
When you have added your institution, quit ofxclient.
(At least one user has reported being signed up for a pay service by
setting up OFX direct connect. Although this seems unusual, please be
aware of this.)
Edit the generated ``~/ofxclient.ini`` file. Change the
``description`` field of your accounts to the name used in ledger.
Optionally, move the ``~/ofxclient.ini`` file to your ``~/.config``
directory.
Run:
::
ledger-autosync
This will download a maximum of 90 days previous activity from your
accounts. The output will be in ledger format and printed to stdout.
Add this output to your ledger file. When that is done, you can call:
::
ledger-autosync
again, and it should print nothing to stdout, because you already have
those transactions in your ledger.
How it works
------------
ledger-autosync stores a unique identifier as metadata with each
transaction. (For OFX files, this is a unique ID provided by your
institution for each transaction.) When syncing with your bank, it
will check if the transaction exists by running the ledger or hledger
command. If the transaction exists, it does nothing. If it does not
exist, the transaction is printed to stdout.
Payee matching
~~~~~~~~~~~~~~
When generating transactions, ledger-autosync attempts to match
previous payees to determine the appropriate accounts. For instance,
if a previous payee was ``Grocery store``, and one posting was to the
account ``Expenses:Food``, ledger-autosync will use that account again.
If ledger-autosync can’t find a matching payee, it will use
``Expenses:Misc`` or the value of the ``--unknown-account`` argument.
The matching is not very sophisticated: it only does exact matching on
the payee, and it uses transaction with the matching payee. It is also
not currently working with CSV files.
If you prefer to modify the payees to make them shorter than what is
generated by ledger-autosync, you can use the ``AutosyncPayee`` metadata
field to indicate to ledger-autosync that it should use the longer
form for matching. For instance:
::
2011/03/31 Grocery
; AutosyncPayee: Payment to Grocery store #12345 CALIFORNIA
Assets:Bank -$0.01
Expenses:Food $0.01
would indicate to ledger-autosync that any payee with the name
``Payment to Grocery store #12345 CALIFORNIA`` should use the
``Expenses:Food`` account.
ofxid/csvid metadata tag
~~~~~~~~~~~~~~~~~~~~~~~~
ledger-autosync stores a metatag with every posting that it outputs to
support deduplication. This metadata tag is either ``ofxid`` (for OFX
imports) or ``csvid`` for CSV imports.
Pre-1.0.0 versions of ledger-autosync put this metadata tag in a
slightly incorrect place, associating the metadata tag with the
transaction itself, and not simply one posting. This should not effect
the usage of ledger-autosync, but if you would like to correct your
ledger files, there is a small python script ``fix_ofxid.py`` included
with ledger-autosync. It can be run as:
::
python fix_ofxid.py
and will print a corrected file to stdout.
Syncing a CSV file
------------------
If you have a CSV file, you may also be able to import it using a
recent (installed via source) version of ledger-autosync.
ledger-autosync can currently process CSV files as provided by Paypal,
Amazon, or Mint. You can process the CSV file as follows:
::
ledger-autosync /path/to/file.csv -a Assets:Paypal
With Amazon and Paypal CSV files, each row includes a unique
identifier, so ledger-autosync will be able to deduplicate against any
previously imported entries in your ledger files.
With Mint, a unique identifier based on the data in the row is
generated and stored. If future downloads contain identical rows, they
will be deduplicated. This method is probably not as robust as a
method based on unique ids, but Mint does not provide a unique id, and
it should be better than nothing. It is likely to generate false
negatives: transactions that seem new, but are in fact old. It will
not generate false positives: transactions that are not generated
because they seem old.
If you are a developer, you should fine it easy enough to add a new
CSV format to ledger-autosync. See, for example, the ``MintConverter``
class in the ``ledgerautosync/converter.py`` file in this repository.
See below for how to add these as plugins.
Assertions
----------
If you supply the ``--assertions`` flag, ledger-autosync will also
print out valid ledger assertions based on your bank balances at the
time of the sync. These otherwise empty transactions tell ledger that
your balance *should* be something at a given time, and if not, ledger
will fail with an error.
401k and investment accounts
----------------------------
If you have a 401k account, ledger-autosync can help you to track the
state of it. You will need OFX files (or an OFX protocol connection as
set up by ofxclient) provided by your 401k.
In general, your 401k account will consist of buy transactions,
transfers and reinvestments. The type will be printed in the payee
line after a colon (``:``)
The buy transactions are your contributions to the 401k. These will be
printed as follows:
::
2016/01/29 401k: buymf
Assets:Retirement:401k 1.12345 FOOBAR @ $123.123456
; ofxid: 1234
Income:Salary -$138.32
This means that you bought (contributed) $138.32 worth of FOOBAR (your
investment fund) at the price of $123.123456. The money to buy the
investment came from your income. In ledger-autosync, the
``Assets:Retirement:401k`` account is the one specified using the
``--account`` command line, or configured in your ``ofxclient.ini``.
The ``Income:Salary`` is specified by the ``--unknown-account``
option.
If the transaction is a “transfer” transaction, this usually means
either a fee or a change in your investment option:
::
2014/06/30 401k: transfer: out
Assets:Retirement:401k -1.61374 FOOBAR @ $123.123456
; ofxid: 1234
Transfer $198.69
You will need to examine your statements to determine if this was a
fee or a real transfer back into your 401k.
Another type of transaction is a “reinvest” transaction:
::
2014/06/30 401k: reinvest
Assets:Retirement:401k 0.060702 FOOBAR @ $123.123456
; ofxid: 1234
Income:Interest -$7.47
This probably indicates a reinvestment of dividends. ledger-autosync
will print ``Income:Interest`` as the other account.
resync
------
By default, ledger-autosync will process transactions backwards, and
stop when it sees a transaction that is already in ledger. To force it
to process all transactions up to the ``--max`` days back in time
(default: 90), use the ``--resync`` option. This can be useful when
increasing the ``--max`` option. For instance, if you previously
synchronized 90 days and now want to get 180 days of transactions,
ledger-autosync would stop before going back to 180 days without the
``--resync`` option.
payee format
------------
By default, ledger-autosync attempts to generate a decent payee line
(the information that follows the date in a ledger transaction).
Unfortunately, because of differences in preference and in the format
of OFX files, it is not always possible to generate the user’s
preferred payee format. ledger-autosync supports a ``payee-format``
option that can be used to generate your preferred payee line. This
option is of the format ``Text {memo}``, where ``memo`` is a
substitution based on the value of the transaction. Available
substitutions are ``memo``, ``payee``, ``txntype``, ``account`` and
``tferaction``. For example:
::
$ ledger-autosync --payee-format "Memo: {memo}"
2011/03/31 Memo: DIVIDEND EARNED FOR PERIOD OF 03/01/2011 THROUGH 03/31/2011 ANNUAL PERCENTAGE YIELD EARNED IS 0.05%
This option is also available for CSV conversion. For CSV files, you
can substitution any of the values of the rows in the CSV file by
name. For instance, for Paypal files:
::
$ ledger-autosync --payee-format "{Name} ({To Email Address})" -a Paypal paypal.csv
2016/06/04 Jane Doe (someone@example.net)
python bindings
---------------
If the ledger python bindings are available, ledger-autosync can use
them if you pass in the ``--python`` argument. Note, however, they can
be buggy, which is why they are disabled by default
Plugin support
--------------
ledger-autosync has support for plugins. By placing python files a
directory named ``~/.config/ledger-autosync/plugins/`` it should be
possible to automatically load python files from there. You may place
``CsvCconverter`` subclasses here, which will be selected based on the
columns in the CSV file being parsed and the FIELDSET of the CSV
converters. You may also place a single ``OfxConverter`` in the plugin
directory, which will be used in place of the stock ``OfxConverter``.
Below is an example CSV converter, starting with the input CSV file:
::
"Date","Name","Amount","Balance"
"11/30/2016","Dividend","$1.06","$1,000“
The following converter in the file ``~/.config/ledger-autosync/plugins/my.py``:
::
from ledgerautosync.converter import CsvConverter, Posting, Transaction, Amount
import datetime
import re
class SomeConverter(CsvConverter):
FIELDSET = set(["Date", "Name", "Amount", "Balance"])
def __init__(self, *args, **kwargs):
super(SomeConverter, self).__init__(*args, **kwargs)
def convert(self, row):
md = re.match(r"^(\(?)\$([0-9,\.]+)", row['Amount'])
amount = md.group(2).replace(",", "")
if md.group(1) == "(":
reverse = True
else:
reverse = False
if reverse:
account = 'expenses'
else:
account = 'income'
return Transaction(
date=datetime.datetime.strptime(row['Date'], "%m/%d/%Y"),
payee=row['Name'],
postings=[Posting(self.name, Amount(amount, '$', reverse=reverse)),
Posting(account, Amount(amount, '$', reverse=not(reverse)))])
Running ``ledger-autosync file.csv -a assets:bank`` will generate:
::
2016/11/30 Dividend
assets:bank $1.06
income -$1.06
To ignore a row you can return `None`_ from your `convert`_ method.
ledger-autosync will produce no output for that row.
For more examples, see
https://gitlab.com/egh/ledger-autosync/blob/master/ledgerautosync/converter.py#L421
or the `example plugins directory `_.
If you develop a converter that you think will be generally
useful, please consider submitting a pull request.
Testing
-------
ledger-autosync uses pytest for tests. To test, run pytest in the project directory. This will test the ledger, hledger and ledger-python interfaces. If hledger or the ledger-python interface is not found, these tests will be skipped.
ledger-autosync-1.2.0/examples/ 0000775 0000000 0000000 00000000000 14661656733 0016456 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/examples/plugins/ 0000775 0000000 0000000 00000000000 14661656733 0020137 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/examples/plugins/aib.py 0000664 0000000 0000000 00000003372 14661656733 0021251 0 ustar 00root root 0000000 0000000 # ledger-autosync plugin for CSV files from AIB, an Irish bank.
import datetime
from decimal import Decimal
import re
from ledgerautosync.converter import (
Amount,
Converter,
CsvConverter,
Posting,
Transaction,
)
class AIBConverter(CsvConverter):
FIELDSET = set(
[
"Posted Account",
"Posted Transactions Date",
"Description",
"Debit Amount",
"Credit Amount",
"Balance",
"Transaction Type",
]
)
def __init__(self, *args, **kwargs):
super(AIBConverter, self).__init__(*args, **kwargs)
def convert(self, row):
meta = {"csvid": self.get_csv_id(row)}
debit = Decimal(row["Debit Amount"]) if row["Debit Amount"] else None
credit = Decimal(row["Credit Amount"]) if row["Credit Amount"] else None
if debit and debit > 0:
posting_from = Posting(
self.name, Amount(debit, "€", reverse=True), metadata=meta
)
posting_to = posting_from.clone_inverted("Expenses:Misc")
elif credit and credit > 0:
posting_from = Posting("Assets:Other", Amount(credit, "€", reverse=True))
posting_to = posting_from.clone_inverted(self.name, metadata=meta)
else:
return ""
payee = re.sub(
r"[A-Za-z]+('[A-Za-z]+)?",
lambda word: word.group(0).capitalize(),
row["Description"],
)
return Transaction(
date=datetime.datetime.strptime(
row["Posted Transactions Date"], "%d/%m/%y"
),
cleared=True,
date_format="%Y-%m-%d",
payee=payee,
postings=[posting_to, posting_from],
)
ledger-autosync-1.2.0/examples/plugins/firstdirect.py 0000664 0000000 0000000 00000001455 14661656733 0023040 0 ustar 00root root 0000000 0000000 # ledger-autosync plugin for CSV files from First Direct, a UK bank.
# The currency is fixed to GBP for that reason.
import datetime
import re
from ledgerautosync.converter import Amount, CsvConverter, Posting, Transaction
class SomeConverter(CsvConverter):
FIELDSET = set(["Date", "Description", "Amount"])
def __init__(self, *args, **kwargs):
super(SomeConverter, self).__init__(*args, **kwargs)
def convert(self, row):
amount = row["Amount"]
return Transaction(
date=datetime.datetime.strptime(row["Date"], "%d/%m/%Y"),
payee=row["Description"].strip(),
postings=[
Posting(self.name, Amount(amount, "GBP")),
Posting(self.unknownaccount, Amount(amount, "GBP", reverse=True)),
],
)
ledger-autosync-1.2.0/examples/plugins/n26.py 0000664 0000000 0000000 00000005052 14661656733 0021120 0 ustar 00root root 0000000 0000000 # ledger-autosync plugin for CSV files from N26, a Berlin-based online bank.
import datetime
from decimal import Decimal
import re
from ledgerautosync.converter import (
Amount,
Converter,
CsvConverter,
Posting,
Transaction,
)
class N26Converter(CsvConverter):
FIELDSET = set(
[
"Date",
"Payee",
"Account number",
"Transaction type",
"Payment reference",
"Amount (EUR)",
"Amount (Foreign Currency)",
"Type Foreign Currency",
"Exchange Rate",
]
)
def __init__(self, *args, **kwargs):
super(N26Converter, self).__init__(*args, **kwargs)
def mk_currency(self, currency):
if currency == "USD":
currency = "$"
elif currency == "GBP":
currency = "£"
elif currency == "EUR":
currency = "€"
return currency
def convert(self, row):
amt = Decimal(row["Amount (EUR)"])
curr_foreign = self.mk_currency(row["Type Foreign Currency"] or "EUR")
amt_foreign = (
Decimal(row["Amount (Foreign Currency)"])
if row["Amount (Foreign Currency)"]
else amt
)
if amt < 0:
reverse = False
acct_from = self.name
curr_from = self.mk_currency("EUR")
amt_from = Amount(amt, curr_from, reverse=reverse)
acct_to = "Expenses:Misc"
curr_to = curr_foreign
amt_to = Amount(amt_foreign, curr_to, reverse=not reverse)
else:
reverse = True
acct_from = "Assets:Other"
curr_from = curr_foreign
amt_from = Amount(amt_foreign, curr_from, reverse=reverse)
acct_to = self.name
curr_to = self.mk_currency("EUR")
amt_to = Amount(amt, curr_to, reverse=not reverse)
payee = re.sub(
r"[A-Za-z]+('[A-Za-z]+)?",
lambda word: word.group(0).capitalize(),
row["Payee"],
)
meta = {"csvid": self.get_csv_id(row)}
posting_from = Posting(
acct_from, amt_from, metadata=meta if acct_from == self.name else {}
)
posting_to = Posting(
acct_to, amt_to, metadata=meta if acct_to == self.name else {}
)
return Transaction(
date=datetime.datetime.strptime(row["Date"], "%Y-%m-%d"),
cleared=True,
date_format="%Y-%m-%d",
payee=payee,
postings=[posting_to, posting_from],
)
ledger-autosync-1.2.0/examples/plugins/revolut.py 0000664 0000000 0000000 00000005556 14661656733 0022224 0 ustar 00root root 0000000 0000000 # ledger-autosync plugin for CSV files from Revolut, a Lithuania-based online bank.
import datetime
from decimal import Decimal
import re
from ledgerautosync.converter import (
Amount,
Converter,
CsvConverter,
Posting,
Transaction,
)
class RevolutConverter(CsvConverter):
FIELDSET = set(
[
"Type",
"Product",
"Started Date",
"Completed Date",
"Description",
"Amount",
"Fee",
"Currency",
"State",
"Balance",
]
)
def __init__(self, *args, **kwargs):
super(RevolutConverter, self).__init__(*args, **kwargs)
def mk_currency(self, currency):
if currency == "USD":
currency = "$"
elif currency == "GBP":
currency = "£"
elif currency == "EUR":
currency = "€"
return currency
def convert(self, row):
amt = Decimal(row["Amount"])
if not amt:
return ""
currency = self.mk_currency(row["Currency"])
cleared = row["State"] == "COMPLETED"
if row["Type"] == "TOPUP":
reverse = True
acct_from = "Assets:Other"
amt_from = Amount(amt, currency, reverse=reverse)
acct_to = self.name
amt_to = Amount(amt, currency, reverse=not reverse)
else:
reverse = False
acct_from = self.name
amt_from = Amount(amt, currency, reverse=reverse)
acct_to = "Expenses:Misc"
amt_to = Amount(amt, currency, reverse=not reverse)
payee = row["Description"]
meta = {"csvid": self.get_csv_id(row)}
posting_from = Posting(
acct_from, amt_from, metadata=meta if acct_from == self.name else {}
)
posting_fee = (
Posting(
"Expenses:Bank Charges",
Amount(Decimal(row["Fee"]), currency, reverse=True),
)
if row["Fee"] != "0.00"
else None
)
posting_to = Posting(
acct_to, amt_to, metadata=meta if acct_to == self.name else {}
)
date = datetime.datetime.strptime(row["Started Date"], "%Y-%m-%d %H:%M:%S")
aux_date = (
datetime.datetime.strptime(row["Completed Date"], "%Y-%m-%d %H:%M:%S")
if row["Completed Date"]
else None
)
if aux_date and (date.date() == aux_date.date()):
aux_date = None
postings = [posting_to, posting_from]
if posting_fee:
postings.append(posting_fee)
postings.append(posting_fee.clone_inverted(self.name))
return Transaction(
date=date,
cleared=cleared,
aux_date=aux_date,
date_format="%Y-%m-%d",
payee=payee,
postings=postings,
)
ledger-autosync-1.2.0/examples/plugins/wise.py 0000664 0000000 0000000 00000011213 14661656733 0021456 0 ustar 00root root 0000000 0000000 # ledger-autosync plugin for CSV files from Wise, formerly TransferWise.
# You must download and sync a CSV statement for all currencies that
# cover the same time period. Since Wise lists the transactions in
# reverse chronological order, you might want to run with --reverse flag.
# The code assumes some text is in English. Adjust mk_currency() and
# anything else to suit. No warranty, YMMV, etc.
import datetime
from decimal import Decimal
import re
from ledgerautosync.converter import (
Amount,
Converter,
CsvConverter,
Posting,
Transaction,
)
class WiseConverter(CsvConverter):
FIELDSET = set(
[
"TransferWise ID",
"Date",
"Amount",
"Currency",
"Description",
"Payment Reference",
"Running Balance",
"Exchange From",
"Exchange To",
"Exchange Rate",
"Payer Name",
"Payee Name",
"Payee Account Number",
"Merchant",
"Card Last Four Digits",
"Card Holder Full Name",
"Attachment",
"Note",
"Total fees",
]
)
def __init__(self, *args, **kwargs):
super(WiseConverter, self).__init__(*args, **kwargs)
def mk_currency(self, currency):
if currency == "USD":
currency = "$"
elif currency == "GBP":
currency = "£"
elif currency == "EUR":
currency = "€"
return currency
def mk_amount(self, amt, currency, reverse=False):
currency = self.mk_currency(currency)
return Amount(Decimal(amt), currency, reverse=reverse)
def convert(self, row):
tid = row["TransferWise ID"]
checknum = int(tid.split("-")[1])
amt = Decimal(row["Amount"])
acct_from = self.name
curr_from = self.mk_currency(row["Currency"])
acct_to = "Expenses:Misc"
curr_to = curr_from
amt_from = Amount(amt, curr_from)
amt_to = Amount(amt, curr_to, reverse=True)
fee_not_included = (
tid.startswith("CARD-") and row["Currency"] == "USD" and row["Exchange To"]
)
if row["Exchange To"]:
rate = Decimal(row["Exchange Rate"])
curr = self.mk_currency(row["Currency"])
curr_from = self.mk_currency(row["Exchange From"])
curr_to = self.mk_currency(row["Exchange To"])
if curr == curr_from:
amt_from = Amount(amt, curr_from)
# Card transactions from USD to other currencies do not consider the fees in the exchange rate
amt_to = Amount(
(
amt
+ (
Decimal(row["Total fees"])
if tid.startswith("CARD-")
and not (row["Currency"] == "USD" and row["Exchange To"])
else Decimal(0)
)
)
* rate,
curr_to,
reverse=True,
)
acct_from = self.name
else:
# Do not import this exchange from this statement; instead use the statement for the matching "from" currency
if tid.startswith("BALANCE-"):
return ""
amt_from = Amount(amt / rate, curr_from, reverse=True)
amt_to = Amount(amt, curr_to)
acct_from = self.name if tid.startswith("BALANCE-") else "Expenses:Misc"
if tid.startswith("BALANCE-"):
acct_to = self.name
if row["Description"].startswith("Wise Charges for:"):
acct_to = "Expenses:Bank Charges"
if tid.startswith("TRANSFER-"):
payee = row["Payee Name"] or row["Payer Name"]
elif tid.startswith("BALANCE-"):
payee = row["Description"]
else:
payee = row["Merchant"]
meta = {"csvid": self.get_csv_id(row)}
posting_from = Posting(acct_from, amt_from, metadata=meta)
posting_to = Posting(acct_to, amt_to)
return Transaction(
date=datetime.datetime.strptime(row["Date"], "%d-%m-%Y"),
cleared=True,
date_format="%Y-%m-%d",
checknum=checknum,
payee=payee,
postings=[posting_to, posting_from],
)
def get_csv_id(self, row):
fmt = (
"wise.fee.{}"
if row["Description"].startswith("Wise Charges for:")
else "wise.{}"
)
return fmt.format(Converter.clean_id(row["TransferWise ID"]))
ledger-autosync-1.2.0/fix_ofxid.py 0000775 0000000 0000000 00000001507 14661656733 0017177 0 ustar 00root root 0000000 0000000 #!/usr/bin/python
import re
import sys
first_line = False
ofxline = None
with open(sys.argv[1]) as f:
for line in f.readlines():
md = re.match(r"^(19|20)[0-9][0-9]", line)
if md is not None:
# Mark the next line as the first line in a txn
first_line = True
else:
if first_line:
first_line = False
# Check if there is an ofxid on this line
md = re.match(r"^\s+; ofxid:", line)
if md is not None:
ofxline = line
continue
# In every case except the one above where we call next, print the line
sys.stdout.write(line)
# We had a misplaced ofxid last, print it now
if ofxline:
sys.stdout.write(ofxline)
ofxline = None
ledger-autosync-1.2.0/fixtures/ 0000775 0000000 0000000 00000000000 14661656733 0016511 5 ustar 00root root 0000000 0000000 ledger-autosync-1.2.0/fixtures/accented_characters_latin1.ofx 0000664 0000000 0000000 00000002227 14661656733 0024447 0 ustar 00root root 0000000 0000000 OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE
0
INFO
20130525225731.258
ENG
20050531060000.000
FAKE
1101
51123
9774652
0
0
INFO
USD
5472369148
1452687~7
CHECKING
20000101070000.000
20140920170000.000
PAYMENT
20140920170000[0:GMT]
-58.73
201409206
201409206
REPLACE
Virement Interac : Jean
100.99
20140920170000.000
75.99
20140920170000.000
ledger-autosync-1.2.0/fixtures/amazon.csv 0000664 0000000 0000000 00000001535 14661656733 0020517 0 ustar 00root root 0000000 0000000 Order Date,Order ID,Title,Category,ASIN/ISBN,UNSPSC Code,Website,Release Date,Condition,Seller,Seller Credentials,List Price Per Unit,Purchase Price Per Unit,Quantity,Payment Instrument Type,Purchase Order Number,PO Line Number,Ordering Customer Email,Shipment Date,Shipping Address Name,Shipping Address Street 1,Shipping Address Street 2,Shipping Address City,Shipping Address State,Shipping Address Zip,Order Status,Carrier Name & Tracking Number,Item Subtotal,Item Subtotal Tax,Item Total,Tax Exemption Applied,Tax Exemption Type,Exemption Opt-Out,Buyer Name,Currency,Group Name
01/29/16,123-4567890-1234567,"Best Soap Ever",Health and Beauty,"B001XYZX00","01234567",Amazon.com,,new,Amazon.com,,$10.00,$10.00,2,"MasterCard - 1234",,,me@mailinator.com,01/31/16,M.E.,123 Main St,,Springfield,CA,00000-0000,Shipped,ONTRAC(XYZ),$20.00,$1.90,$21.90,,,,ME,USD,
ledger-autosync-1.2.0/fixtures/amazon2.csv 0000664 0000000 0000000 00000001507 14661656733 0020600 0 ustar 00root root 0000000 0000000 Order Date,Order ID,Title,Category,ASIN/ISBN,UNSPSC Code,Website,Release Date,Condition,Seller,Seller Credentials,List Price Per Unit,Purchase Price Per Unit,Quantity,Payment Instrument Type,Purchase Order Number,PO Line Number,Ordering Customer Email,Shipment Date,Shipping Address Name,Shipping Address Street 1,Shipping Address Street 2,Shipping Address City,Shipping Address State,Shipping Address Zip,Order Status,Carrier Name & Tracking Number,Item Subtotal,Item Subtotal Tax,Item Total,Tax Exemption Applied,Tax Exemption Type,Exemption Opt-Out,Buyer Name,Currency,Group Name
06/05/17,111-1111111-1111111,"Test "" double quote",Kitchen,"A00AA1A11A",,Amazon.com,,new,,,$0.00,$9.99,1,"MasterCard - 1234",,,me@example.com,06/06/17,Me,123 Main St,,Springfield,CA,00000-0000,Shipped,AMZN_US(TBA000000000000),$9.99,$0.00,$9.99,,,,Me,USD,
ledger-autosync-1.2.0/fixtures/apostrophe.ofx 0000664 0000000 0000000 00000002224 14661656733 0021413 0 ustar 00root root 0000000 0000000 OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE
0
INFO
20130525225731.258
ENG
20050531060000.000
FAKE
1101
51123
9774652
0
0
INFO
USD
5472369148
1452687~7
CHECKING
20000101070000.000
20140920170000.000
PAYMENT
20140920170000[0:GMT]
-58.73
201409206
201409206
REPLACE
TRADER JOE'S #541 QPS
100.99
20140920170000.000
75.99
20140920170000.000
ledger-autosync-1.2.0/fixtures/checking-dynamic-account.lgr 0000664 0000000 0000000 00000000511 14661656733 0024043 0 ustar 00root root 0000000 0000000 2011/01/01 AUTOMATIC WITHDRAWAL, ELECTRIC BILL WEB(S )
Assets:Foo -$10.00
Expenses:Bar
2011/01/02 Generic
Assets:Foo -$20.00
Expenses:Foo
2011/02/02 Generic
Assets:Foo -$15.00
Expenses:Bar
ledger-autosync-1.2.0/fixtures/checking-partial.lgr 0000664 0000000 0000000 00000000443 14661656733 0022425 0 ustar 00root root 0000000 0000000 2011/03/31 DIVIDEND EARNED FOR PERIOD OF 03/01/2011 THROUGH 03/31/2011 ANNUAL PERCENTAGE YIELD EARNED IS 0.05%
; ofxid: 1101.1452687~7.0000486
Foo $0.01
Bar -$0.01
2011/04/05 AUTOMATIC WITHDRAWAL, ELECTRIC BILL WEB(S )
; ofxid: 1101.1452687~7.0000487
Foo -$34.51
Bar $34.51
ledger-autosync-1.2.0/fixtures/checking-payee-match.ofx 0000664 0000000 0000000 00000002233 14661656733 0023175 0 ustar 00root root 0000000 0000000 OFXHEADER:100
DATA:OFXSGML
VERSION:102
SECURITY:NONE
ENCODING:USASCII
CHARSET:1252
COMPRESSION:NONE
OLDFILEUID:NONE
NEWFILEUID:NONE
0
INFO
20130525225731.258
ENG
20050531060000.000
FAKE
1101
51123
9774652
0
0
INFO
USD
5472369148
1452687~7
CHECKING
20000101070000.000
20130525060000.000
DEBIT
20110331120000.000
-0.01
0000489
Payment to MATCH PAYEE and so on and so forth
100.99
20130525225731.258
75.99
20130525225731.258