Dear all,
can you please comment on the following my idea.
I keep all my data in Excel spreadsheets and I am kind of hesitant to move it all to text format.
Let us say for simplicity I have the following spreadsheets
Euro paying account
USD paying account
Cash spending spreadsheet (for all currencies). I use https://toshl.com/ for this.
In each of these spreadsheets I use the same set of categories to assign to transactions (e.g. grosseries, entertainment etc).
To achieve this I propose to write plugins, which will read Excel file and return entries in beancount format.
Any thoughts on this?
""" |
Exports the transactions, accounts, classifications and |
categories from pandas dataframe into an Excel-file |
@TODO: waits for detailed specifications, currency is still hardwired |
""" |
self.transactions['bcdate'] = self.transactions['Date'].dt.strftime('%Y-%m-%d') |
with open(outputfile, "w", encoding="utf-8") as writer: |
for entry in self.transactions.index: |
writer.write(self.transactions['bcdate'][entry] + ' * "' + str(self.transactions['Description'][entry])[:50] + '"\n') |
writer.write('\t' + self.transactions['Category'][entry] + '\t'*10 + str(self.transactions['Amount'][entry]) + ' EUR\n') |
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Martin,why do you not advice this? For performance reasons? You mean the beancount text parser will work faster, than code, which reads Excel and outputs beancount transactions?
The reason I want to keep source data in spreadsheet is that because it is easier for me to work with them. I can filter things, re-assign categories to massive amount of rows at the same time etc.
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