Metadata-Version: 2.1
Name: beancount-chase-bank
Version: 0.2.7
Summary: Import Chase banking transactions into beancount format
Home-page: https://github.com/mtlynch/beancount-chase.git
Author: Michael Lynch
License: MIT
Description: # beancount-chase-bank
        
        [![PyPI](https://img.shields.io/pypi/v/beancount-chase-bank)](https://pypi.org/project/beancount-chase-bank/)
        [![CircleCI](https://circleci.com/gh/mtlynch/beancount-chase-bank.svg?style=svg)](https://circleci.com/gh/mtlynch/beancount-chase-bank)
        [![License](http://img.shields.io/:license-mit-blue.svg?style=flat-square)](LICENSE)
        
        beancount-chase-bank provides an Importer for converting CSV exports Chase bank transactions into [Beancount](https://github.com/beancount/beancount) v2 format.
        
        ## Installation
        
        ```bash
        pip install beancount-chase-bank
        ```
        
        ## Usage
        
        ### Checking Accounts
        
        Add the Chase Checking importer to your account as follows:
        
        ```python
        import beancount_chase
        
        CONFIG = [
            beancount_chase.CheckingImporter(
                'Assets:Checking:Chase',
                currency='USD',
                lastfour='1234', # Replace with last four digits of your account
                account_patterns=[
                  # These are example patterns. You can add your own.
                  ('GITHUB', 'Expenses:Cloud-Services:Source-Hosting:Github'),
                  ('Fedex',  'Expenses:Postage:FedEx'),
                ]
            ),
        ]
        ```
        
        Once this configuration is in place, you can use `bean-extract` to convert a Chase CSV export of transactions to beancount format:
        
        ```bash
        bean-extract config.py Chase1234_Activity_20220219.CSV
        ```
        
        ### Credit Cards
        
        Add the Chase Credit card importer to your account as follows:
        
        ```python
        import beancount_chase
        
        CONFIG = [
            beancount_chase.CreditImporter(
                'Liabilities:Credit-Cards:Chase',
                currency='USD',
                lastfour='1234', # Replace with last four digits of your account
                account_patterns=[
                  # These are example patterns. You can add your own.
                  ('GITHUB', 'Expenses:Cloud-Services:Source-Hosting:Github'),
                  ('Fedex',  'Expenses:Postage:FedEx'),
                ]
            ),
        ]
        ```
        Once this configuration is in place, you can use `bean-extract` to convert a Chase CSV export of transactions to beancount format:
        
        ```bash
        bean-extract config.py Chase1234_Activity20210808_20210907_20210929.CSV
        ```
        
        ## API
        
        ### `account_patterns`
        
        The `account_patterns` parameter is a list of (regex, account) pairs. For each line in your CSV, the Chase importer will attempt to create a matching posting on the transaction by matching the payee, narration, or the concatenated pair to the regexes.
        
        The regexes are in priority order, with earlier patterns taking priority over later patterns.
        
        ## Resources
        
        See [awesome-beancount](https://awesome-beancount.com/) for other publicly available Beancount importers.
        
Keywords: chase beancount bookkeeping finance
Platform: UNKNOWN
Requires-Python: >=3.9
Description-Content-Type: text/markdown
