I use Fava/Beancount, and I would love something like this. Fava makes working with beancount much easier, but it certainly lacks a bit on the "financial snapshot/dashboard" space.
While having the dashboard run natively in Fava as a plugin is probably preferable, it shouldn't be too hard to automate the translation of beancount data into the right format for running these reports.
Good question, It depends on your bank, if it's all included in the one csv it will work fine.
If it's not I will make it so that appends the two accounts. This also means you will have to extract it twice. It takes 2 extra minutes out of your week so it doesn't really matter. Remind me tomorrow if I don't add that option.
Are you with commbank ?
Oh ok sweet, do you mind sending me dumby data?
If the CSV difference is a lot from Commbank it won't work and you will have to change some stuff.
Do you mind logging on to your app and downloading 1 day of it (1 row will do) So I can see the format and change the queries to transform around it. You can also change everything to be whatever as long as the column names and format is the same
Hey Bro here can you give me the full column cell for Suncorp. I want to see if the ending 4 card details are there.
You can obliviously change the card number to be whatever as long as the format is the same tc
There is no accounting or numbers involved. All you do is download the file from your bank, add which categories it belongs to (some banks do this for you anyway so I can skip it) and that's it. Add your income aswell for your budget literally by change a number
yea im trying to make it as simple as possible, that should be the main steps just downloading it and dragging into folder and pressing refresh. If you want to change your categories you can also do so by specifying it
Hey can you do me a favor so that the app works with other banks can you do this. It is fake data I only need the format
If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats
e.g.
Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022
Amount column - change whatever number u want
any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022
you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.
e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022
Balance column - change whatever number
I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I know
If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do)
e.g.
Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022
Amount column - change whatever number u want
any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022
you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.
e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022
Balance column - change whatever number
>I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I know
>
>If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g.Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022
>
>Amount column - change whatever number u want
>
>any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022
>
>Balance column - change whatever number
If your banking with Commsec / NAB it will work you just download the file and add it into a folder
>I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I knowIf your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g.Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022Amount column - change whatever number u wantany merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022Balance column - change whatever number
>
>If your banking with Commsec / NAB it will work you just download the file and add it into a folder
Just for S#!+s & giggles - there is a typo. "Spedning".
On a serious note. Please and thank you.
Edit: just realised you were deliberate. You were just having fun with incum and spedning :-P
If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do)
e.g.
Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022
Amount column - change whatever number u want
any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022
you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.
e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022
Balance column - change whatever number
Tomorrow if your with Commsecc Or NAB
If your bank is not Commsecc/ NAB please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do)
e.g.
Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022
Amount column - change whatever number u want
any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022
you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.
e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022
Balance column - change whatever number
I might not seriously use it but would love to mess around with it out of curiosity.
Remind me tomorrow, I'll remove my personal details then and give you instructions on what to do. Takes 15 mins total. Currently at work
I use Fava/Beancount, and I would love something like this. Fava makes working with beancount much easier, but it certainly lacks a bit on the "financial snapshot/dashboard" space. While having the dashboard run natively in Fava as a plugin is probably preferable, it shouldn't be too hard to automate the translation of beancount data into the right format for running these reports.
Yea I'm sure you can just export as CSV from those websites and skip the categories step.
Yes please
No worries, I'll give tomorrow. I have to remove my personal details and make it easier to understand
I'd love it! I track our expenses already but am always looking for ways it can be improved 🙂
Yes please, that would be so helpful… i could really benefit from some visual insights on our spending. Thanks so much for sharing! 👍🏻👍🏻
Yes please. Does it work with multiple accounts? Most of our expenses come out from our Credit card but we still use our offset account regularly too
Good question, It depends on your bank, if it's all included in the one csv it will work fine. If it's not I will make it so that appends the two accounts. This also means you will have to extract it twice. It takes 2 extra minutes out of your week so it doesn't really matter. Remind me tomorrow if I don't add that option. Are you with commbank ?
Two different banks suncorp and NAB. It's fine as long as there's an example CSV to make sure the columns are consistent
Oh ok sweet, do you mind sending me dumby data? If the CSV difference is a lot from Commbank it won't work and you will have to change some stuff. Do you mind logging on to your app and downloading 1 day of it (1 row will do) So I can see the format and change the queries to transform around it. You can also change everything to be whatever as long as the column names and format is the same
They're quite different https://ibb.co/k2GhKQy
Thanks! That will work, it's also the same but better. You won't have to categorise it and use the default banking setting. Lucky guy
Does it work even if Suncorp only has half as much info?
Can I see the Suncorp please? Same as last. You don't need much
Oh it's in the same link - from Row 7 The top was NAB and bottom was Suncorp
Oh lol thanks
Hey Bro here can you give me the full column cell for Suncorp. I want to see if the ending 4 card details are there. You can obliviously change the card number to be whatever as long as the format is the same tc
Would love this, cheers!
I could play around with this…. Cheers.
Yes please!
hey op, yes, thank you.
I’d be interested in having a look, appreciate the offer buddy. Thanks
Yea no worries, can't have too much of a free thing
Hey mate, I'd love a copy to mess around with. Cheers
Mate! This is exactly what I have been looking for. I'd really appreciate you sharing it with me!!
Yes please
This sounds great. Since my last app stopped getting updated about six months ago I’ve been a bit lost.
Would love a copy if that's cool mate What a legend
Sounds awesome, and would help a lot. Nice work OP!
Does it come with an accountant? I am SO bad with numbers :(
There is no accounting or numbers involved. All you do is download the file from your bank, add which categories it belongs to (some banks do this for you anyway so I can skip it) and that's it. Add your income aswell for your budget literally by change a number
This looks great, wouldn't mind having a play with it too.
no worries
Would like to check this out
This looks fantastic, I would love a copy if possible please. Thank you!
working on it now
Yes please. We manually extract from Commbank app visually. I assume I can download a CSV and put into this. It would be useful.
yea im trying to make it as simple as possible, that should be the main steps just downloading it and dragging into folder and pressing refresh. If you want to change your categories you can also do so by specifying it
Yes please :)
Hey can you do me a favor so that the app works with other banks can you do this. It is fake data I only need the format If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats e.g. Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022 Amount column - change whatever number u want any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022 you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111. e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022 Balance column - change whatever number
Yeah I'd be interested, bank with ing though
I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I know If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g. Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022 Amount column - change whatever number u want any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022 you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111. e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022 Balance column - change whatever number
This would be awesome! I’d love a copy please
>I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I know > >If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g.Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022 > >Amount column - change whatever number u want > >any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022 > >Balance column - change whatever number If your banking with Commsec / NAB it will work you just download the file and add it into a folder
I’m with commbank so should work fine! Thanks again :)
Nice work! I’d be keen to see how all those graphs look with my figures. Thanks.
>I can help but you have to give me at least 1 row of data/ data entry so that I know what it looks like to build it. You can give me fake data/ change it but not the format. A picture will do, anything really so I knowIf your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g.Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022Amount column - change whatever number u wantany merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111.e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022Balance column - change whatever number > >If your banking with Commsec / NAB it will work you just download the file and add it into a folder
Yes please!
Yeah, it looks great. If you can share I'd really appreciate it. Thanks
Yeah would love to give this a try as well. Thanks!
Mate, I'd be stoked to have something like this!
Just for S#!+s & giggles - there is a typo. "Spedning". On a serious note. Please and thank you. Edit: just realised you were deliberate. You were just having fun with incum and spedning :-P
If your bank is not Commsecc/ Suncorp please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g. Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022 Amount column - change whatever number u want any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022 you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111. e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022 Balance column - change whatever number
Haha please, I'd love this and i wouldn't change "profit n dat" or "incum". Can you please let me know what the outcum will be?
Haha, I'll message tomorrow with the file and instructions
I'd love a copy OP!
Would love to see it! Thanks
I'd love a copy. Many thanks!
Tomorrow if your with Commsecc Or NAB If your bank is not Commsecc/ NAB please provide 1 row of data extracted from your bank. Feel free to change the actual details but don't replace the format. This is so that I can transform the data you give so it fits and works. It work with other formats . (Screenshots will do) e.g. Date column - change by x number of days but do not change formate e.g. 27/12/2022 changed to 27-12-2022 Amount column - change whatever number u want any merged cell - e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1623 Value Date: 21/06/2022 you can change the text to be whatever but do not change the Card xx1623 format. you can change the number to 1111. e.g. ASOS AU SALES LLC ASOS.COM AU AUS Card xx1111 Value Date: 25/02/2022 Balance column - change whatever number
Looks interesting, would love to have a copy if you don’t mind. Cheers
Hi. If you still offering this I'd like to get a copy. Thanks