beancount-gocardless

This package provides a basic client for interacting with the GoCardless API (formerly Nordigen) and importing your data into Beancount.

This project was inspired by https://github.com/tarioch/beancounttools

Full documentation available at https://beancount-gocardless.readthedocs.io/en/latest/

Key Features:

• GoCardless API Client: A client for interacting with the GoCardless API. The client has built-in caching via requests-cache.

• GoCardLess CLI: A command-line interface to manage authorization with the GoCardless API:

  • Listing available banks in a specified country (default: GB).
  • Creating a link to a specific bank using its ID.
  • Listing authorized accounts.
  • Deleting an existing link.
  • Uses environment variables (NORDIGEN_SECRET_ID, NORDIGEN_SECRET_KEY) or command-line arguments for API credentials.

• Beancount Importer: A beangulp.Importer implementation to easily import transactions fetched from the GoCardless API directly into your Beancount ledger.

You'll need to create a GoCardLess account on https://bankaccountdata.gocardless.com/overview/ to get your credentials.

Installation:

pip install beancount-gocardless

Usage

#### nordigen.yaml
secret_id: $NORDIGEN_SECRET_ID
secret_key: $NORDIGEN_SECRET_KEY

cache_options: # by default, no caching if cache_options is not provided
  cache_name: "nordigen"
  backend: "sqlite"
  expire_after: 3600
  old_data_on_error: true

accounts:
    - id: <REDACTED_UUID>
    asset_account: "Assets:Banks:Revolut:Checking"

#### my.import
#!/usr/bin/env python

import beangulp
from beancount_gocardless import NordigenImporter
from smart_importer import apply_hooks, PredictPostings, PredictPayees

importers = [
    apply_hooks(
        NordigenImporter(),
        [
            PredictPostings(),
            PredictPayees(),
        ],
    )
]

if __name__ == "__main__":
    ingest = beangulp.Ingest(importers)
    ingest()

Import your data from Nordigen's API

python my.import extract ./nordigen.yaml --existing ./ledger.bean