FinancialFlowScripts - hledger-flow Custom Bank Scripts Template

This repository contains a template for using hledger-flow with custom scripts tailored for various banks along with sample data. It demonstrates how to preprocess, import, and maintain financial data using automated workflows driven by hledger-flow and the hledger ledger tool.

Features

• Custom scripts per bank for transaction extraction and data preprocessing
• Sample banking data demonstrating real-world transaction flow
• Automated import and ledger file generation via hledger-flow
• Generation of standard financial reports including Balance Sheet and Income Statement

Prerequisites

• hledger (latest version)
• hledger-flow (latest version)
• mise task runner to run tasks such as import and balance

Setup

1. Clone this repository:

   git clone https://github.com/bevsxyz/FinancialFlowScripts.git
   cd FinancialFlowScripts

2. Install required tools as per your platform's instructions:

   • mise (it will handle the rest)
   • hledger
   • hledger-flow

3. Review and adjust bank-specific script files in the import/ directory if needed.

Usage

Clean

Remove generated intermediate files to start fresh:

mise run clean

Import

Run the full import pipeline including all preprocessing and journal generation steps:

mise run import

Balance Sheet

Generate the balance sheet report from all journal data:

mise run balance

Sample balance sheet output (as of 2024-04-06):

<style> table {border-collapse:collapse} th, td {padding-left:1em} th.account, td.account {padding-left:0;} td:nth-child(1) {white-space:nowrap} tr:nth-child(odd) td {background-color:#eee} </style><style> table {border-collapse:collapse} th, td {padding-left:1em} th.account, td.account {padding-left:0;} </style>

Balance Sheet 2024-04-06

	2024-04-06
Assets
Assets:Current:Bevan:HDFC:Cheque	₹2441.46
Total:	₹2441.46
Liabilities
Total:	0
Net:	₹2441.46

## Project Structure

• import/ — Contains raw bank data and preprocessing scripts
• all-years.journal — Generated ledger file with all imported data
• mise.tool — Defines clean, import, and balance tasks for convenience

Contributing

Contributions to improve scripts for additional banks or sample data are welcome. Please submit pull requests or raise issues for suggestions and bugs.

License

This project is licensed under the MIT License.