Migrate full transaction history from Mint, Monarch, QuickBooks Online or another category-tagged finance-app export into a fresh Beancount ledger. Confirm account/category mappings, pair transfers, preserve source IDs, write through bea and reconcile source…
Reconcile one Beancount account against a CSV statement or pasted PDF text. Report missing entries, duplicates, amount mismatches and date drift; confirm missing-entry writes and a passing period-end balance assertion through bea. Use for checking whether an…
Answer questions about a local Beancount ledger using shown, reproducible bea queries and reports for spending, trends, net worth, subscriptions and anomalies. Strictly read-only; figures come from executed queries. Skip recording transactions,…
Close an accounting period in a Beancount ledger by reconciling each active account through beancount-reconcile, checking assertions and recurring gaps, reviewing flags, then proposing a commit with the period reports. Use for month-end close or wrapping up…
Import a bank or card CSV, OFX/QFX, or QIF export into an existing Beancount ledger. Normalize signs, suggest categories from existing accounts, review duplicates and confirm before writing through bea. Use for recording an export; skip statement…
Write or repair a reusable Beangulp importer from a sample bank export, with reviewed golden files and a passing test harness. Use when a source needs a tested Python importer or its format changed. Wire the confirmed runner through bea ingest; keep…
Scaffold a new Beancount ledger with bea init and validation, with optional Fava browser setup when requested. Use for setting up a new ledger or initializing a bookkeeping repository. Skip importing history (beancount-migrate), bank exports, or edits to a…
Record a described options trade or lifecycle event as validated Beancount transactions through bea, after review and confirmation. Use for single-leg or multi-leg opens, closes, rolls, assignment, exercise and expiration, including pasted broker…