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Feature request(s): Support for some key bookkeeping concepts #179

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shoenko opened this issue Dec 7, 2024 · 2 comments
Open

Feature request(s): Support for some key bookkeeping concepts #179

shoenko opened this issue Dec 7, 2024 · 2 comments

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@shoenko
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shoenko commented Dec 7, 2024

Hi there!

First of all, thank you so much for creating this project, it's been really helpful for me!

I'd like to offer a couple of suggestions on improving monopoly better for people who manage their finances much more efficiently as well as bookkeepers like me. :)

  • Instead of of a amount column, support for both DR (debit) and a CR (credit) columns
    • i.e on Debit Bank accounts, the Debit column increases the balance, and the Credit column decreases the balance
    • & on Credit card accounts, the Debit column decreases the balance, and the Credit column increases the balance
    • This command arg. can be called --double-entry-accounting
  • Support for exporting to an Excel file (this can be achieved with pandas.DataFrame.to_excel())
  • Add possible argument/option to cleanup transaction vendors/details with regex
  • Eventually support for applying OCR onto scanned PDFs and extracting data (interactive prompts, or not)

I appreciate you taking the time to consider my ideas.

-shoenko

@rapiz1
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rapiz1 commented Jan 7, 2025

The sign of +/- has been working fine for me. It's easy to convert them into CR/DR notion if you would like.

At its current form I would say monopoly helps you to convert PDF into a machine readable format but it's not really for a complete bookkeeping solution. I'm using it as a intermediate step to transform bank statements to beancount, which is a book keeping system, and it works well for me so far.

@benjamin-awd
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Hi @shoenko, apologies for the late response. In principal I am okay with these proposed features -- there's already a bit of OCR support via the apply_ocr() method, but it's quite experimental at the moment.

Happy to take any PRs on any of these subjects.

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