Beancount Boilerplate Cn

Overview

The beancount-boilerplate-cn project is designed for individuals in China who are proficient in using *nix environments and are interested in text-based accounting using beancount. It is intended for those who have a basic understanding of beancount but have not read all the documentation and want to start using beancount for their accounting.

Features

• Python 3.6.5 installation: The project requires Python 3.6.5 to run. If you have pyenv-virtualenv installed, you need a virtual environment based on Python 3.6.5. Otherwise, you need to prepare the Python 3.6.5 runtime environment yourself.
• Libraries installation: The project requires certain libraries to be installed as dependencies.
• Predefined bank accounts: The template assumes that the user has specific bank accounts, including savings accounts from China Merchants Bank, a Hong Kong branch of China Merchants Bank, and credit cards from Shanghai Pudong Development Bank and Industrial and Commercial Bank of China.
• Investment accounts: The template includes predefined investment accounts from Futu Securities, Oriental Fortune Securities, and Ant Fortune (Alipay).
• Spreadheets integration: The project provides instructions on how to create a new spreadsheet on Google Sheets, copy the ID from the URL, and upload the generated net worth and position CSV files to the spreadsheet.
• Custom commodity naming: Each investment asset is considered a commodity and follows certain naming conventions.
• File layout: The project provides a suggested file layout, including directories for importers, raw data, sources, and different types of beancount files.