finquick -- family finance tools of a closet librarian

My ideal personal accounting system would

• support double-entry accounting, with budgeting, reports, and charts
• have an open architecture with
  • an SQL back-end
  • a flat-file serialization of the data suitable for use with version control
• integrate with the Web, both
  • allowing access from any machine with a web browser
  • syncing with banking web sites

| System | Start | Stop | Double-Entry | Open | SQL | Web UI | Bank/Card Sync | | ----------- | ------- | ------- | ------------ | ------- | --- | ------ | -------------- | | Sheetsync | 2023- | | NO | Web API | NO | yes | yes | | LunchMoney | 2021- | | NO | Web API | NO | yes | yes | | GnuCash | 2010-06 | | yes | yes | yes | NO | some | | Mint | 2011? | 2012-02 | NO | NO* | NO | yes | yes | | Quicken | 1990 | 2010-06 | yes | NO | no | no | some | | EXP BASIC09 | 1986-09 | 1987-03 | yes | yes | no | no | no |

Journal: blog items, commits

• 2023-08: f72e789 * fix(amazonSync)!: use azad since Amazon ended history reports
• 2023-03: b3bcc51 * feat(GnuCash DB): balanceSheet, incomeStatement queries
• 2023-03: 2c4757f * feat(sync26): edit Sheetsync txs using a sheet of rules
• 2023-02: 79787ca * feat(sync26): Load Trade Accounting from CSV attachments
• 2023-02: 3c800f4 * feat: push GnuCash tx ids, pull Sheetsync categories
• 2023-02: f8dc9ab * feat: Google Sheets API authentication
• 2023-02: 659f181 * feat(GnuCash DB): accounts as Sheetsync categories: code, Category, Group, Type
• 2023-02: f78f1ab * feat: lookup Amazon orders/items for Sheetsync
• 2023-02: 150c389 * style: Agoric JS style (following AirBnB)
• 2023-02: 106517f * trade accounting from staketax, osmosis, coinbase via google sheets
• 2022-11: 4aaa5b4 * sync lunchmoney, GnuCash using vanilla localStorage UI, GET/PATCH back-end
• 2022-11: 2c8e875 * write lunchmoney transactions in OFX format
• 2022-10: 0238e9d * sync venmo email receipts, lunchmoney, gnucash via Google Sheets
• 2022-10: bb3fd06 * move to line-delimited JSON for flat-file serialization
  • pipx install sqlite-diffable
  • https://github.com/simonw/sqlite-diffable 9a6d64d Aug 18 2022
• 2022-08: 321a09e * watch downloads; fix dates on statements etc.
• 2022-01: 461c01c * ingest balance sheet report
  • ingest 2021 Q2 balance sheet into RVote agenda · PR #63
• 2021-09: sync with LunchMoney: 86cda00 thru 49e7a75
  • LunchMoney is delightful in a lot of ways, but it's not good enough to replace GnuCash yet. And while syncing between the two seems feasible in theory, I have yet to manage in practice.
• 2021-10: 6c95342: feat: fetch anchor protocol history
• 2021-09: 03f4c9d * feat: coinbase card to CSV for lunch money
• 2021-04: 2f551fe * feat: fetch cosmos account history
• 2021-03: f8e7a0b * feat(coinbase): fetch accounts and transactions
• 2021-02: 3c70ba7 * feat(etherscan): download ERC20 transactions to DB
• 2021-02: 80633bd * style(brcal): agoric js style
• 2020-11: 120f493 * brcal - budget review calendar sync
• 2021-01: fbf5194 * unifetch: fetch position, transaction data using uniswap graphql
• 2020-11: a0642ca * brscript: sync budget review calendar using Google Apps Script
• 2017-12: College Expense Tracking in BASIC09
• 2016-2018: Capper Web UI for GnuCash DB
  • 2017-09 40cc1d2 * expose desktop presense, secret service as capper app
  • 2016-12 08f3c7a * simple: offline conversion from JSON to OFX
  • 2016-02: 5dc7ec4 * account balances react to database transactions
  • 2016-01-30 62bb854 * bootstrap style for budget UI
  • 2016-01-17 394abdc * login with username, challenge question, and password page (WebDriver / Nightmare)
  • 2016-01: 5fcde6f * use node.js require.main idiom (a la python's __main__)
  • 2016-01: 1196a44 * budget.js: flow type annotations
• 2012-05: 2678623 * OFX to ElementTree works in 1 case
• 2012-04: a1b1e41 * toward web app access to gnucash db: pyramid alchemy scaffold
  • GnuCash 2.4.10 supports SQL
• 2009-05: Expense reporting with Android, GnuCash, and IRS.gov
• 2006-03: Getting my Personal Finance data back with hCalendar and hCard
  • trxht -- format personal finance transactions as hCalendar