I have been busy lately, my partner and I decided we needed to do a better job at knowing where our money is going.....so we have started to compile a budget.

I am writing a script to process the CSV files from the bank and turn them into a Beancount ledger. After a bit of trial and error, I decided to not use the built in methods for processing files, as I wanted more automation.

My script uses Python/Pandas/SQLite to process the incoming files and automatically code each transaction into categories. From these processed files (95% done); I will produce the ledger format that Beancount wants.

[–] Dave 4 points 10 months ago

Nice! I use Excel and a VBA script to categorised things. It's pretty much a VLOOKUP but done with VBA for speed, flexibility, and customizing.

[–] liv 2 points 10 months ago (1 children)

That's cool. We usually do one that covers a year but I just use exel.

[–] absGeekNZ 2 points 10 months ago (1 children)

Started with spreadsheets.... Then I discovered beancount

[–] liv 1 points 9 months ago (1 children)

Maybe I should look into that...

[–] absGeekNZ 2 points 9 months ago

I'm getting close. My import scripts have a little massaging left, the auto allocation to groups it pretty much done.