Table of Contents

1. ledgervim.vim
2. DownloadingFiles.sh
3. the visualizing/ directory
4. HLedgerImport.sh
5. BulkImport.sh

ledgervim.vim

Nowadays, I use evil-mode and ledger-mode on the spacemacs implementation of emacs, but I used to edit my ledger journals in vim with the vim-ledger plugin. This vimscript helped me by adding some custom functionality to vim-ledger.

DownloadingFiles.sh

This script is meant to be run in your ~/Downloads/ directory. As you download csv data and pdf files from your bank, you can run this script to move these files to appopriate locations in the directory structure shown below.

The script is called as source /path/to/DownloadingFiles.sh. (Setting an alias is recommended). The possible arguments are

• cm to change the month. By default, the month is set to the one prior to this month
• ca to change account. You can choose any of the accounts configured it $acct_options below
• ck to check your downloads. This prints a table of all your banks and indicates whether you have yet downloaded csv's and statements for each.
• (any .csv or .pdf) filename to move that file to the appropriate folder in the directory structure shown below. All pdf's get saved as s-bank_name-00.pdf. All csv's get saved as c-bank_name-00.csv, and an entry is made into to-import.txt, which will be used by BulkImport.sh.

Configuration

There are two lines in this file that need to be configured.

• The array $acct_options should include any bank that you run this data on.

• The path to where you will store this data needs to be enterd at $path_to_finances. It is important to include the closing '/'. It is assumed that this path will lead to a directory structure broken down by month as shown below

    data/ (this directory is set in config.sh as $path_to_finanaces)
      |
      +---01 (for January data)
      |
      +---02 (for February data)
      |
      .
      .
      .
      |
      +---12 (for December data)
  

The visualizing/ directory

I started by copying all the scripts from this page that I found out about via plaintextaccounting.org. These are all in the visualizing/from_sundiandreams folder. I used these as a jumping-off point to write my own expenses_by_source_monthly.sh, food.sh (for tracking restaraunt vs. grocery spending!), and income_expenses.sh.

HLedgerImport.sh

This script uses hledger's print command to import a csv into ledger format. It makes use of the rules files stored in hledger-rules/.

This is the least usable (and, unfortunately, most central) script of this whole project. I wanted to strip out any personal bank identifying info in all these scripts. Unfortunately, that effectively neuters this script.

Here's what you'd need to do to make this script useable:

1. Update hledger-rules/bank-1.csv.rules to match the csv format of your bank. Copy this document for any other banks you may have.
2. copy the if statements in HLedgerImport.sh to match all of the the rules files you just made.

I realize this is incredibly inefficient, but it is what it is right now!

BulkImport.sh

This script calls HLedgerImport for all files listed in a to-import.txt file whose entries are created using DownloadingFiles.sh above. This is run as ./BulkImport.sh /path/to/to-import.txt.