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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
  • 2022-08: 321a09e * watch downloads; fix dates on statements etc.
  • 2022-01: 461c01c * ingest balance sheet report
  • 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