Checklist

This is a page with a top-level overview to help you navigate throughout various parts of the guide.

Checkboxes are clickable; progress is saved in this browser only (not synced across devices).

💭 – 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 data_beantab folder (instead of example_data)
• View and add accounts in the Lazy Beancount Fava extension
• Define the currencies you need
• Fetch currencies values for some date in the past
• Learn about the balance check types
• Put down balance snapshots in BeanTab (opening date and/or today)
• Wait a few days
• Put down a second data point with account balances
• Review cash flows between snapshots
• Explore various tabs
• Keep doing this at regular intervals to track net worth
• Keep fetching currency/stock prices as frequently as you need
• 💭 Learn what is going on under the hood
• 💭 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
• Review how transactions reflect on cash flows between snapshots
• 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 Fava errors and investigate with Advanced Fava
• What's next

Explore other possibilities¶

• 💭 Tracking investments
• 💭 Various tricks
• 💭 File taxes
• 💭 (Advanced) Write your own importers

Feedback¶

• 💭 Leave feedback