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README for pecunia

Import and analyze bank-account activity

Import transactions

Before we can do anything else, we must import transactions into the database. Achieve this with the import subcommand of pecuniacli:

bin/pecuniacli.sh import FILE

List transactions

List imported transactions with the list subcommand of pecuniacli:

bin/pecuniacli.sh list

The list subcommand has several options to filter transactions by various criteria such as date and description.

By date

Filter the list of transactions by date with the --dates option. Express dates in YYYY-MM-DD format. Separate the first and last dates of a range of dates with a two periods (..). You may express an 'open' date range by either leading or following a date with two periods (..).

To see only transactions on a particular date:

bin/pecuniacli.sh list --dates=2019-05-06

To see only transactions in a date range:

bin/pecuniacli.sh list --dates=2019-05-06..2019-05-07

To see only transactions on and following a date:

bin/pecuniacli.sh list --dates=2019-05-06..

To see only transactions before and on a date:

bin/pecuniacli.sh list --dates=..2019-05-06

You may also chain together dates and date ranges with commas like so:

bin/pecuniacli.sh list --dates=2019-05-01,2019-05-03..2019-05-05

By description

Filter the list of transactions by description with the --include and --exclude options. Both options accept a regular expression to match against the transaction descriptions. You may provide both options repeatedly to provide multiple regular expressions. However, --include and --exclude are mutually exclusive of each other.

To see only transactions with a description matching a pattern:

bin/pecuniacli.sh list --include=amazon

To see only transactions matching one of two patterns:

bin/pecuniacli.sh list --include=foo --include=bar

To see only transactions not matching a pattern:

bin/pecuniacli.sh list --exclude=zod

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