Beancount Extra

My tools for automating Beancount.

Importers

PDF Statement Importers

Motivation

• Why do you need to import from PDF statements?
  
  Banks normally will only allow me to export OFX files within a limited time span (1-2 yrs) and the narriations provided in the OFX format is usually truncated. However, PDF statements are usually archived and downloadable and the narrations are usually complete.

• Which PDF table processing library do you use?
  
  I use Camelot. Camelot uses PDFMiner. Camelot allows the cumbersome job of PDF processing to be largely automated. Although Camelot claim to be the best table extraction tool and it indeed is, its code is difficult to be used externally. I am hoping to use Camelot by the side of PDFQuery.

List of Importers

• Bank of America PDF Deposit Statement Importer
• Bank of America PDF Credit Card Statement Importer
• Chase PDF Statement Importer
• Apple iTunes Order Scraper and Importer

Known Issues

• Unable to recognize account number automatically.
• Unable to set the year correctly.
• Need to implement a formal way to extract / set file date.
• Need to implement a common interface.

Dependencies

• Camelot and its dependencies

Venmo Importers

• Venmo CSV Importer

Amazon Importers

• Amazon Retail Order History CSV Importer

CashApp Importers

• Cash App CSV importers

Additional Resources

• Plain text accounting in general
• Beancount’s official documentation an its unofficial take
• Beancount source code on Bitbucket