On this page
Checklist
This is a page with a top-level overview to help you navigate throughout various parts of the guide.
💭 – optional, but recommended
Setup
- Setup: Install Docker, git, download code, download and run Docker image.
- 💭 Configure external text editor
- Learn about file structure and account names
- 💭 Browse around pages with example data
Track account balances
- Switch to
datafolder (instead ofexample_data) - Define your account structure in
accounts_config.yml - Put down initial balances of your accounts at some point of time in the past (or today’s values).
- 💭 If initial balances date is earlier than today, add current values of accounts as well
- 💭 Learn what is going on under the hood
- Define the currencies you need
- Fetch currencies values for some date in the past
- Wait a few days
- Put down a second data point with account balances
- Explore various tabs
- Keep doing this at regular intervals to track net worth
- Keep fetching currency/stock prices as frequently as you need
- 💭 Learn more about Beancount from documentation as you go
Expenses (manual transactions)
- Explore existing and define your expense categories in
accounts.bean - Add some transactions to
manual_transactions.bean - Verify transactions appear in transaction journal in Fava
- Check how graphs in the dashboards changed
- Keep doing it for cash transactions or other transactions not imported automatically
- Try to use Fava filters
Expenses (automatic import)
- Verify if there’s already an importer configuration for the institution you use
- If not, find if it exists elsewhere. If it seems common enough and easy to integrate, create a ticket.
- Verify/modify importers configuration
- Download statement from the institution
- Upload via the UI
- Import using
beancount-import - Check dashboards and journal for imported transactions
- Check for errors
- What’s next
Explore other possibilities
- 💭 Tracking investments
- 💭 Various tricks
- 💭 File taxes
- 💭 (Advanced) Write your own importers
Feedback
- 💭 Leave feedback