beanhub-import-demo

This is a demo repository meant to showcase beanhub-import. To kick start, you need to install dependencies first with poetry:

poetry install

Or, if you prefer using nixpkgs, you can also run:

nix develop

The above step shall install beanhub-cli for you. You can run the following command in the poetry environment:

poetry run bh import

Or use bh command directly if you are using Nix:

bh import

You can then run

git diff

To see the new transactions imported by beanhub-import. Since our books/2024.bean only contains imported transactions before a certain day in 2024, by doing so should give you the new transactions after the day from the CSV file like this:

Now, you can also modify the beanhub-import file at .beanhub/imports.yaml and run the import command again to see how it magically updates and moves all the imported transactions for you. For example, say you want to import files into different quarter files instead of years. You can then change the default_file value like this:

books/{{ date.year }}Q{{ ((date.month - 1) // 3) + 1  }}.bean

And the git diff looks like this:

Then run the import command again, and you will see it automatically remove the transactions from the 2024.bean file, then create and insert those transactions to 2024Q1.bean and 2024Q2.bean instead.

Another example is when you want to add new tags to the imported transactions for expenses. You can modify the import file with a new tags field in the transaction template:

tags:
  - BeanHubImportIsAwesome

And the git diff looks like this:

Then, run the import command again. And here you go!

It's all declarative and idempotent. With beanhub-import, you say goodbye to manually importing and maintaining transactions! I hope you like this tool. It's still in the early stage of development. We are also working on making generating transactions from multiple sources possible. Please feel free to open issues in the beanhub-import repository if you have any feedback 🙌