mattpep / beancount-monzo-importers

Beancount importers for use with the UK neo-bank Monzo

Description

This is a collection of importers for the UK neo-bank Monzo for use by Beancount.

There is currently only one importer:

• current_account_json.py - which parses a JSON dump of your account transactions

Setup

I recommend the following directory layout:

• ./main.bean : Your top-level beancount file
• ./foo.bean : (any included file)
• importers/institutions/monzo : This repo
• categorisers/ : Your categorisers
• config.py : Your importer configuration (see below)

Sample importer configuration

from institutions.monzo import current_account_json as monzo_current

CONFIG = [
    monzo_current.Importer('Assets:Monzo:Current', account_id='acc_0000999999999999999999'),
]

Usage

bean-extract config.py documents/monzo.json >> monzo.bean

You'll need to find your account_id in your JSON file and edit the config snippet given above. My reason for adding this is that some people might have multiple Monzo accounts (e.g. the now superceded Prepaid accounts) which are filed in different Beancount accounts.

I like to test the import by writing to a temporary file first (which I include from my top-level file, but I subsequently truncate this file prior to importing for real). This allows me to modify my categoriser and re-run bean-extract without having to manually edit my already-imported credit card beanfile.