Pyfm
Pyfm is a personal accounting software focused on personal investment. It is capable of handling input statements from multiple sources that May Be overlapping or even conflicting.
The project suggests a concept on how to automate the process of building a model (set of tables) from all incoming statements: Every statement is broken into multiple flat-lines. Each flat-line is structureless line of text made from a set of tag-value pairs, the values are taken from the statement and the tags define the meaning and syntax of each value. As a second independent stage, a model is built out of the flat-lines using a predefined schema.
Released under the GNU General Public License, Pyfm is free software.
Features
- Import downloaded statements from:
- OFX version 1 or 2 files marked as files for MS-Money or Quicken (credit-cards, checking and investment)
- Direct-Net (checking)
- Citibank Investment Services (portfolio-position)
- Bank Leumi LeIsrael (checking, portfolio-position and activity)
- On-line download of historical quote information from Yahoo, OANDA (FX), Tel-Aviv STOCK Exchange and Bank of Israel (ILS exchange rates)
- Automatic 'table' building from imported data
- Open-source: allows you to modify the structure of the 'tables'.
- Query, diagnostic, consolidation and reporting tools
- Export to external software (MS-Money or Quicken) and by that add missing functionality:
- Be able to retrieve original documents.
- Importing from more sources.
- Retrieving on-line quotes from unsupported sites.
- Have full control over the handling of some aspects, for example:
- Conflicts
- Currency
- Languages translation
- Streamlining the usage of the external software by cleaning and simplifying the data.
- Removing sensitive but non essential information (e.g., accounts, owners, banks) before passing data to a financial planner.
System Requirements
- Python
- Some features require Windows+Office
See also
- Comparison of accounting software