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fints2ledger-0.8.1
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مشاهده بیشترتوضیحات
A tool for downloading transactions from FinTS banking APIs and sorting them into a ledger journal.
| ویژگی | مقدار |
|---|---|
| سیستم عامل | - |
| نام فایل | fints2ledger-0.8.1 |
| نام | fints2ledger |
| نسخه کتابخانه | 0.8.1 |
| نگهدارنده | [] |
| ایمیل نگهدارنده | [] |
| نویسنده | Moritz Rumpf |
| ایمیل نویسنده | moritz.rumpf@gmail.com |
| آدرس صفحه اصلی | https://github.com/MoritzR/fints2ledger |
| آدرس اینترنتی | https://pypi.org/project/fints2ledger/ |
| مجوز | MIT |
# fints2ledger
[](https://github.com/MoritzR/fints2ledger/actions) [](https://coveralls.io/github/MoritzR/fints2ledger?branch=master) [](https://badge.fury.io/py/fints2ledger) [](https://pypi.org/project/fints2ledger)
A tool for downloading transactions from FinTS banking APIs and sorting them into a [ledger journal](http://hledger.org/).
[pyfints](https://github.com/raphaelm/python-fints) is used to download the transactions. A list of compatible banks can be found there. This tool was tested with [ING][ing-link] and [GLS Bank][gls-link].
## Contents
- [Install](#install)
- [Usage](#usage)
- [Developing](#developing)
- [Changelog](#changelog)
## Install
```
pip install --upgrade fints2ledger
```
Create config file at `~/.config/fints2ledger/config.yml` file with the following contents and replace values in the fints category:
(This file will also be automatically created if missing)
```
fints:
blz: "<your bank's BLZ>"
account: "<your account number>"
password: "<your banking password>"
endpoint: <your bank fints endpoint> # e.g.: https://fints.ing.de/fints for ING
selectedAccount: "<account number>" # defaults to the value from "account"
# useful when you have multiple accounts for the same login
ledger:
prompts:
- credit_account
- debit_account
autocomplete:
accounts:
- credit_account
- debit_account
defaults:
debit_account: assets:bank:checking
md5:
- date
- payee
- purpose
- amount
```
## Usage
Run
```
fints2ledger
```
This will download the transactions from the last year and tries to convert them to a ledger journal.
A list of available command line arguments:
```
usage: fints2ledger [-h] [--no-csv] [--no-ledger] [--csv-file CSVFILE]
[--ledger-file LEDGERFILE] [--files-path FILES_PATH]
[--date START] [--separator SEPARATOR]
[--csv_date_format CSV_DATE_FORMAT]
Converting transactions from fints apis to ledger.
optional arguments:
-h, --help show this help message and exit
--no-csv exclude conversion from fints to csv (default: not
excluded)
--no-ledger exclude conversion from csv to ledger (default: not
excluded)
--csv-file CSVFILE file to store/load csv transactions to/from (default:
transactions.csv)
--ledger-file LEDGERFILE
file to store ledger entries to (default:
ledger.journal)
--files-path FILES_PATH
directory to store fints2ledger files (like
config.yml) (default: ~/.config/fints2ledger/)
--date START start date to pull the FinTS entries from (format:
2017/12/31 or 17/12/31, default: last year)
--separator SEPARATOR
character used as separator in csv file (default: ;)
--csv_date_format CSV_DATE_FORMAT
Date format used in the donwloaded csv (and
subsequently the ledger file). hledger supports 3 date
formats (https://hledger.org/1.9/journal.html#simple-
dates). Format needs to be compatible with pythons
strftime(), see https://docs.python.org/3/library/date
time.html#strftime-strptime-behavior
(fints.csv_date_format in config.yml) (default:
%Y/%m/%d)
```
### Template File
A template file with the name `template.txt` will be automatically generated. It will be user to create the ledger entries.
It looks something like
```
{date} {payee} {posting} {purpose}
; md5sum: {md5sum}
{debit_account:<60} {currency} {debit}
{credit_account:<60} {currency} {credit}
```
Each name inside curly brackets can specify a value that can come from either a named csv column, a default value (from the `config.yml`) or an input prompt (also from the `config.yml`).
If you use [beancount](https://beancount.github.io) instead of (h)ledger use this template instead:
```
{date} txn "{payee} {posting} {purpose}"
; md5sum: {md5sum}
{debit_account:<60} {debit} {currency}
{credit_account:<60} {credit} {currency}
```
### Automatically matching transactions
In the `ledger` category you can use a regex match on any field of the transaction data to automatically fill other fields.
Example: I do not want to enter a `credit_account` and `purpose` for my monthly recurring payments for the rent of my apartment. Same for my music streaming transactions. I can change the `config.yml` like this:
```
ledger:
...
fills:
- match:
payee: "The Landlord"
purpose: "Rent for apartment B month.*"
fill:
credit_account: "expenses:monthly:rent"
purpose: "monthly rent"
- match:
payee: "MUSIC COMPANY 123"
fill:
credit_account: "expenses:monthly:musiccompany"
purpose: "Monthly fee for music streaming"
```
### Converting from csv to ledger without requesting a FinTS API
With the argument `--no-csv` the program will not create a csv file with banking transactions itself (default is fints -> csv -> ledger).
Instead, it will convert directly from a csv file to ledger. This is useful when all transactions have already been downloaded or when converting from another source than FinTS to ledger.
The csv file must provide a headline which names the columns. The column names are then used to fill the values in the template file.
Example:
```
date;amount;currency;payee;posting;purpose
2017/04/26;167.31;EUR;Billy, Bill;bonus;for vacation
2017/04/27;-130;EUR;John, Smith;debit entry;monthly electricity payment
```
## Developing
You can modify the code yourself and run it with:
```
git clone https://github.com/MoritzR/fints2ledger.git
cd fints2ledger
python fints2ledger/main.py
```
Don't forget that your python version should be 3.5 or higher.
You can run the tests with:
```
pip install green
green
```
## Changelog
The changelog can be found in [CHANGELOG.md](CHANGELOG.md)
[ing-link]: https://www.ing.de
[gls-link]: https://www.gls.de
نیازمندی
| مقدار | نام |
|---|---|
| <4,>=3 | fints |
| <5,>=4.11 | mt-940 |
| >=6 | pyyaml |
زبان مورد نیاز
| مقدار | نام |
|---|---|
| >=3.6.0 | Python |
نحوه نصب
نصب پکیج whl fints2ledger-0.8.1:
pip install fints2ledger-0.8.1.whl
نصب پکیج tar.gz fints2ledger-0.8.1:
pip install fints2ledger-0.8.1.tar.gz