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https://github.com/dckc/finquick

family finance tools of a closet librarian
https://github.com/dckc/finquick

finance gnucash javascript ocaps ofx sql

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family finance tools of a closet librarian

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# finquick -- family finance tools of a closet librarian



My ideal personal accounting system would



- support double-entry accounting, with budgeting, reports, and charts

- have an open architecture with

  - an SQL back-end

  - a flat-file serialization of the data suitable for use with version control

- integrate with the Web, both

  - allowing access from any machine with a web browser

  - syncing with banking web sites



| System      | Start   | Stop    | Double-Entry | Open    | SQL | Web UI | Bank/Card Sync |

| ----------- | ------- | ------- | ------------ | ------- | --- | ------ | -------------- |

| Sheetsync   | 2023-   |         | **NO**       | Web API | NO  | yes    | yes            |

| LunchMoney  | 2021-   |         | **NO**       | Web API | NO  | yes    | yes            |

| GnuCash     | 2010-06 |         | yes          | yes     | yes | **NO** | some           |

| Mint        | 2011?   | 2012-02 | **NO**       | NO\*    | NO  | yes    | yes            |

| Quicken     | 1990    | 2010-06 | yes          | **NO**  | no  | no     | some           |

| EXP BASIC09 | 1986-09 | 1987-03 | yes          | yes     | no  | no     | no             |



### Journal: blog items, commits



- 2023-08: f72e789 \* fix(amazonSync)!: use azad since Amazon ended history reports

- 2023-03: b3bcc51 \* feat(GnuCash DB): balanceSheet, incomeStatement queries

- 2023-03: 2c4757f \* feat(sync26): edit Sheetsync txs using a sheet of rules

- 2023-02: 79787ca \* feat(sync26): Load Trade Accounting from CSV attachments

- 2023-02: 3c800f4 \* feat: push GnuCash tx ids, pull Sheetsync categories

- 2023-02: f8dc9ab \* feat: Google Sheets API authentication

- 2023-02: 659f181 \* feat(GnuCash DB): accounts as Sheetsync categories: code, Category, Group, Type

- 2023-02: f78f1ab \* feat: lookup Amazon orders/items for Sheetsync

- 2023-02: 150c389 \* style: Agoric JS style (following AirBnB)

- 2023-02: 106517f \* trade accounting from staketax, osmosis, coinbase via google sheets

- 2022-11: 4aaa5b4 \* sync lunchmoney, GnuCash using vanilla localStorage UI,

  GET/PATCH back-end

- 2022-11: 2c8e875 \* write lunchmoney transactions in OFX format

- 2022-10: 0238e9d \* sync venmo email receipts, lunchmoney, gnucash via Google Sheets

- 2022-10: bb3fd06 \* move to line-delimited JSON for flat-file serialization

  - `pipx install sqlite-diffable`

  - https://github.com/simonw/sqlite-diffable 9a6d64d Aug 18 2022

- 2022-08: 321a09e \* watch downloads; fix dates on statements etc.

- 2022-01: 461c01c \* ingest balance sheet report

  - [ingest 2021 Q2 balance sheet into RVote agenda · PR \#63](https://github.com/rchain/reference/pull/63)

- 2021-09: sync with LunchMoney: 86cda00 thru 49e7a75

  - LunchMoney is delightful in a lot of ways, but it's not good enough to replace GnuCash yet. And while syncing between the two seems feasible in theory, I have yet to manage in practice.

- 2021-10: 6c95342: feat: fetch anchor protocol history

- 2021-09: 03f4c9d \* feat: coinbase card to CSV for lunch money

- 2021-04: 2f551fe \* feat: fetch cosmos account history

- 2021-03: f8e7a0b \* feat(coinbase): fetch accounts and transactions

- 2021-02: 3c70ba7 \* feat(etherscan): download ERC20 transactions to DB

- 2021-02: 80633bd \* style(brcal): agoric js style

- 2020-11: 120f493 \* brcal - budget review calendar sync

- 2021-01: fbf5194 \* unifetch: fetch position, transaction data using uniswap graphql

- 2020-11: a0642ca \* brscript: sync budget review calendar using Google Apps Script

- 2017-12: [College Expense Tracking in BASIC09](https://www.madmode.com/2017/ut-austin-expenses.html)

- 2016-2018: Capper Web UI for GnuCash DB

  - 2017-09 40cc1d2 \* expose desktop presense, secret service as capper app

  - 2016-12 08f3c7a \* simple: offline conversion from JSON to OFX

  - 2016-02: 5dc7ec4 \* account balances react to database transactions

  - 2016-01-30 62bb854 \* bootstrap style for budget UI

  - 2016-01-17 394abdc \* login with username, challenge question, and password page (WebDriver / Nightmare)

  - 2016-01: 5fcde6f \* use node.js `require.main` idiom (a la python's `__main__`)

  - 2016-01: 1196a44 \* budget.js: flow type annotations

- 2012-05: 2678623 \* OFX to ElementTree works in 1 case

- 2012-04: a1b1e41 \* toward web app access to gnucash db: pyramid alchemy scaffold

  - GnuCash 2.4.10 supports SQL

- 2009-05: [Expense reporting with Android, GnuCash, and IRS\.gov](https://www.madmode.com/2009/05/expense-reporting-with-android-gnucash.html)

- 2006-03: [Getting my Personal Finance data back with hCalendar and hCard](https://www.madmode.com/2006/breadcrumbs_0096.html)

  - trxht -- format personal finance transactions as hCalendar