https://github.com/fdavies93/seneca
CLI tool to convert Wise transactions into Beancount format with multi-currency
https://github.com/fdavies93/seneca
accounting beancount currency finance wise
Last synced: 4 months ago
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CLI tool to convert Wise transactions into Beancount format with multi-currency
- Host: GitHub
- URL: https://github.com/fdavies93/seneca
- Owner: fdavies93
- Created: 2024-02-25T10:42:39.000Z (over 2 years ago)
- Default Branch: main
- Last Pushed: 2024-12-08T14:24:28.000Z (over 1 year ago)
- Last Synced: 2024-12-08T15:23:57.658Z (over 1 year ago)
- Topics: accounting, beancount, currency, finance, wise
- Language: Python
- Homepage:
- Size: 11.7 KB
- Stars: 4
- Watchers: 2
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
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README
# Seneca
*A script to import from Wise (formerly Transferwise) CSVs to [beancount](https://github.com/beancount/beancount) format. Named after Seneca the Younger, a stoic philosopher who became wealthy by pioneering commodities trading and finance. I.e. a Wise Beancounter.*
The script can successfully log multi-legged outbound transactions including currency transfers. I use it for my own small business accounting needs.
Imports from [Wise Transfers](https://wise.com/help/articles/2489458/how-do-i-download-a-list-of-my-transfers) CSV format. Note that this is a relatively new format and **doesn't include card transactions before 2023-10-27**. For that you'll need to use the older and less rich [Wise Statement](https://wise.com/help/articles/2736049/how-do-i-download-a-statement) format, which this tool doesn't support as of 2024-02-28.
If you'd like me to support additional formats, add more options, or notice any errors, please file an issue and consider [buying me a coffee](https://www.buymeacoffee.com/fdavies93k).
The project is **open for pull requests**.
## Quickstart
Git clone this repo and navigate to the folder.
```sh
python3 -m venv venv
. ./venv/bin/activate
pip install -r requirements.txt
python seneca.py --input wise_transactions.csv --map categories.json
```
## Options
Note that the script prints to `stdout`. This is by design so that you can use `>` and `>>` to pipe into different files.
### `--input`
The Wise transactions CSV file to import from. E.g. `input/business-wise.csv`
### `--map`
A JSON file. This lets you automatically set the category of both inbound and outbound transactions to this account, which is very helpful when processing a large number of transactions. It uses the `target_name` and `source_name` columns from the Wise CSV as the key and your desired category as the key. For example:
```json
{
"Spotify": "Expenses:Subscriptions",
"Acme Corp": "Income:Salary"
}
```
If there's no category found then the script will allocate `Income:Unassigned` or `Expenses:Unassigned` to your transactions.
### `--sort`
A switch to decide the order in which transactions are sorted, by date. If the value is `desc`, outputs in descending order (most recent date first). For all other values, and by default, outputs in ascending order by date.
```text
python seneca.py -i input/transactions.csv --sort desc
```