NPO-Accounting/conservancy_beancount Files · README.rst

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bsturmfels

statement_reconciler: Add initial Chase bank CSV statement matching

We currently don't have many examples to work with, so haven't done any
significant testing of the matching accuracy between statement and books.

Beancount plugin and tools for Conservancy's books
==================================================

Introduction
------------

This repository includes code that Software Freedom Conservancy uses to keep its books in Beancount. It includes:

* A Beancount plugin to validate that transactions are documented according to business rules, and normalize "enum-like" metadata we have defined
* A set of financial business reports from the books
* Related tools to help with audit and tax reporting

Installation
------------

``cd`` to this directory with your checkout and then run::

  python3 -m pip install --user --upgrade .

For development, a Python virtual environment may be more appropriate. See the development documentation for details.

Development
-----------

``doc/Development.rst`` explains how to work on this code, including an overview of how modules are organized.

Legal
-----

Refer to ``LICENSE.txt`` for details.