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Releases: robcohen/beangulp-simplefin

v0.2.0

02 Jan 03:58
@robcohen robcohen
v0.2.0
4fc550c

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v0.2.0 Latest
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Deduplication by SimpleFIN ID

Added

  • Custom cmp method for smart deduplication by simplefin_id
    • Transactions with matching simplefin_id are considered duplicates
    • Transactions where only one has simplefin_id are never duplicates (prevents false matches between API and PDF statement imports)
    • Falls back to date/amount/account comparison when neither has simplefin_id

This fixes the issue where transactions imported from both SimpleFIN API and PDF statements would be incorrectly marked as duplicates based on date/amount alone.

Upgrade

pip install --upgrade beangulp-simplefin

Or with uv:

uv add beangulp-simplefin@latest
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v0.1.0

02 Jan 02:22
@robcohen robcohen
v0.1.0
5d804b1

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v0.1.0

Initial Release

Beangulp importer for SimpleFIN data.

Features

  • SimpleFINImporter class for importing SimpleFIN JSON data
  • Support for per-account JSON format from simplefin fetch
  • Automatic balance assertions from account data
  • Configurable expense/income accounts for counter-postings
  • Full type annotations with py.typed marker

Installation

pip install beangulp-simplefin

Or with uv:

uv add beangulp-simplefin

Usage

from beangulp_simplefin import SimpleFINImporter

importers = [
    SimpleFINImporter(account_mapping={
        "ACT-xxx": "Assets:Checking:Chase",
        "ACT-yyy": "Liabilities:CreditCard:Amex",
    })
]

See README for full documentation.

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