Re: SimpleFIN and Multiple-account importers

2025-01-11 Thread 'Chris Hasenpflug' via Beancount
SimpleFIN Bridge uses MX, a Plaid-like service, to access your accounts. On Saturday, January 11, 2025 at 8:04:30 PM UTC-6 mtb...@gmail.com wrote: > > How does SimpleFin connect to accounts ? Does it "know" your passwords ? > On Saturday, January 11, 2025 at 1:33:13 PM UTC-5 ch...@hasenpflug.net

Re: SimpleFIN and Multiple-account importers

2025-01-11 Thread 'Chris Hasenpflug' via Beancount
Hi all, I have published my initial work on a SimpleFIN python library with command line interface. It is available on pypi (https://pypi.org/project/simplefin/) and Github (https://github.com/chrishas35/simplefin-python/). This initial release has commands to convert a SimpleFIN setup token i

Re: SimpleFIN and Multiple-account importers

2025-01-10 Thread 'Chris Hasenpflug' via Beancount
Timely topic! I've been playing around with SimpleFIN a bit as well and trying to get it integrated into my workflow. I have the start of a python library and CLI that I'd like to share. Perhaps the snow day will give me an opportunity to polish it for publishing. On Thursday, January 9, 2025

Re: US taxes in python and beancount

2022-04-26 Thread 'Chris Hasenpflug' via Beancount
Dang, you work fast! Thanks again, Red! On Tuesday, April 26, 2022 at 1:00:46 PM UTC-5 Red S wrote: > Thanks for the write-up, Red! I'm still working on putting some of your >> other automation tips/tricks in play, but this is all very helpful to keep >> in mind. > > > You're welcome, and glad

Re: US taxes in python and beancount

2022-04-25 Thread 'Chris Hasenpflug' via Beancount
Thanks for the write-up, Red! I'm still working on putting some of your other automation tips/tricks in play, but this is all very helpful to keep in mind. > Long vs short capital gains: for my personal circumstances, I don’t have a need to automate whether to book a sale (or part of it) to lon

Re: US taxes in python and beancount

2022-04-19 Thread 'Chris Hasenpflug' via Beancount
I would be very curious to know more about how you've set up beancount with all the appropriate categories to feed in as part of your script. I imagine the W2/wage work is pretty straight forward, but things like taxable investing (even without the foreign component) and LT vs . ST would be int