How do folks manage recurring transactions? I have written a Python script
that processes a recurring.beancount file with entries like
2024-05-30 R "Dividend Paid" "Interest"
rrule: "RRULE:FREQ=MONTHLY;BYMONTHDAY=-1"
Assets:Bank:Checking
0.01 USD
Income:Bank:Checking:Interest
I run that script with a target month and output the result to a per-month
ledger file that’s included in my main ledger:
python ../../hacks/generate_recurring.py recurring.beancount 2025-01 >
2025-01.beancount
The result is an entry that looks like
2025-01-31 R "Dividend Paid" "Interest"
Assets:Bank:Checking
0.01 USD
Income:Bank:Checking:Interest
When I get confirmation of the date and amount of a transaction (which may not
be exactly on schedule or the same amount every instance), I update the date,
amount, and flag. When the transaction clears my bank, I mark it as cleared
with the * flag.
This works, but feels kind of clunky. Although I don’t really love the
beangulp importer workflow, it’d be nice to have recurring transactions
“imported” as part of that process.
—
Brian Lalor (he/him)
[email protected]
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