plaid2text

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Martin Blais

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May 14, 2016, 10:59:11 PM5/14/16
to Beancount

This look like a new project which supports Beancount output:

https://github.com/madhat2r/plaid2text

From its web page:

The purpose of this python script is to bring those of us who chose to use command line accounting, some of the benefits of more conventional accounting programs, namely the ability to pull our transaction information from supported institutions via automated means and format them into our preferred text syntax. Currently, this program supports Ledger and Beancountsyntax exports.

To download transactions, we use Plaid. This program will help you setup your accounts and download transactions from the Plaid API. I have tried to make this as simple as possible to setup.

Also, once downloaded, your transactions will be stored in a Mongo database. It is actually the transactions pulled from the database that we run though our syntax renderers. This is required to help keep track of which transaction we have already processed (as well as have records to reconstruct our files should the need arise).

The main inspiration for the workings of the export part of the script came from the excellent icsv2ledger. I borrowed heavily from Quentin’s excellent script in making this tool, and in some places I have shamelessly stolen his code altogether.


Martin Blais

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May 14, 2016, 11:00:08 PM5/14/16
to Beancount
From Micah Duke.
Thanks Micah,

MaDhAt2r

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May 14, 2016, 11:05:55 PM5/14/16
to Martin Blais, Beancount

Absolutely. I hope some folks find it helpful.

On May 14 at 09:59 PM, Martin Blais <bl...@furius.ca> said thus:
> [ text/plain ]
> From Micah Duke.
> Thanks Micah,
>
>
> On Sat, May 14, 2016 at 10:58 PM, Martin Blais <bl...@furius.ca> wrote:
>
>> This look like a new project which supports Beancount output:
>>
>> https://github.com/madhat2r/plaid2text
>>
>> From its web page:
>>
>> The purpose of this python script is to bring those of us who chose to use command
>> line accounting, some of the benefits of more conventional accounting
>> programs, namely the ability to pull our transaction information from
>> supported institutions via automated means and format them into our
>> preferred text syntax. Currently, this program supports Ledger
>> <http://ledger-cli.org/> and Beancount <http://furius.ca/beancount/>syntax
>> exports.
>>
>> To download transactions, we use Plaid <http://www.plaid.com/>. This
>> program will help you setup your accounts and download transactions from
>> the Plaid API. I have tried to make this as simple as possible to setup.
>>
>> Also, once downloaded, your transactions will be stored in a Mongo
>> database. It is actually the transactions pulled from the database that we
>> run though our syntax renderers. This is required to help keep track of
>> which transaction we have already processed (as well as have records to
>> reconstruct our files should the need arise).
>>
>> The main inspiration for the workings of the export part of the script
>> came from the excellent icsv2ledger
>> <https://github.com/quentinsf/icsv2ledger>. I borrowed heavily from
>> Quentin’s excellent script in making this tool, and in some places I have
>> shamelessly stolen his code altogether.
>>
>>
>
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