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Plugin, library, and reports for reading Conservancy's books

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Latest Changes

bsturmfels	8a4fb5758cb8	1 month ago	statement_reconciler: Fix TypeError in Chase reconciler statement_reconciler: Fix TypeError in Chase reconciler There was an incorrect call to replace(). main
bsturmfels	5a8da108b983	2 months ago	statement_reconciler: Add initial Chase bank CSV statement matching 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.
bsturmfels	bd07154fbbb8	2 months ago	statement_reconciler: Fix example usage docs
bsturmfels	1473d24d6e28	2 months ago	statement_reconciler: Improve the path matching to handle relative paths and symlinks
bsturmfels	9129a4af6a39	2 months ago	Pin to Beancount v2 Pin to Beancount v2 Beancount v3 has been recently released. It's a major rewrite and is currently unstable and not compatible with this codebase. We need to remain on v2.
bsturmfels	52ea12d4cf57	2 months ago	statement_reconciler: switch to generator expression
bsturmfels	45bc99e9acc4	2 months ago	Add colorama dependency Add colorama dependency Used by statement reconciler.
bkuhn	5784068904e8	9 months ago	payroll-type — US:403b:Employee:Roth — needed separate since taxable payroll-type — US:403b:Employee:Roth — needed separate since taxable Since Roth contributions are taxable, there are some reports that need to include these amounts in total salary (i.e., when running a report that seeks to show total taxable income for an employee). As such, we need a `payroll-type` specifically for Roth 403(b) contributions.
bkuhn	6deaacb11bdd	9 months ago	Add US:TN:Unemployment as a valid `payroll-type` metadata for taxes
bkuhn	1a0ccd39b075	9 months ago	Add `tax-implication` metadata type of Asset-Sale Add `tax-implication` metadata type of Asset-Sale This will be used for sale of stocks, for example.

README.rst

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

<tt class="docutils literal">cd</tt> 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

<tt class="docutils literal">doc/Development.rst</tt> explains how to work on this code, including an overview of how modules are organized.

Legal

Refer to <tt class="docutils literal">LICENSE.txt</tt> for details.