TODO

• test and audit the tools individually
• write a wrapper as detailed below (see: Setup)
• have a nicer and neater gnucash, see gtk

Overview

This repository has the purpose to track several tools that I use to interact with DKB and to manage my money. These are:

Dkbweb

dkbweb which is used to get info from my banking account. The project has quite some history: it was written a long time ago, then abandoned, then automatically exported from google code (multiple times) and then forked by me. Requirements: dkb.py. DONE: dkbweb works again(?)/finally!

• scraping the site works again
• it produces semantically correct qif files and the fields are interpreted correctly
• it produces syntactically correct qif files, it skips "Abschluss" statements.

However, the dkbweb TODOs, dkbweb:

• should in additional sanitize HTML. This is also true for dkb-visa.

• still duplicates code from dkb-visa (to retrieve data, there are only some identifiers to change and one regex). Maybe it would be best to fix dkbweb and then change dkb-visa.

• should be tested, like dkb-visa

Dkbvisa

dkb-visa from hoffie is quite nice and works -- no need to fork it and I trust him to keep his version up to date. Runs on Python 2.7. Requirements: mechanize, beautifulsoup4. Handling of duplicates should be done by the application used for money management (which they do quite reliably).

The dkb-visa TODOs:

• should accept a pin number from commandline.
• maybe pull changes from fixing dkbweb. Or create another class for that.
• cleanup: have a generic formatting method (many of the methods do the same thing now)
• probably incorporate dkbweb and related: split the scraping code from the qif/csv generation code
• xrange is undefined (but it works?)
• i get various style/formatting warnings

Rationale

Currently I am including the projects as subrepositories from their authors (hoping that they will fix bugs and develop new features). If a project is abandoned I am including my fork (forked with the intention to maintain it) as a subrepository.

That way I can audit the tools and check the changes, which leads to (hopfully well) audited and maintained, therefore trustable tools.

The new idea is to just pull the data with the scripts and simply use homebank for deduplication and budgeting.

Defunct/Irrelevant (personal opinion)

• gnucash_autobudget is a python script that creates GnuCash entries according to an envelope system. Currently it is not working, but maybe I'll have a look at it. Strange that the branch is named starting-out and not merged to master. But hey, there are tests, soo, I'll see if I am going to fork it.

• gtk contains a custom GnuCash stylesheet from here. Theming GTK+ applications is a whole new topic by itself. Maybe change the gtk theme or tweak the theme with css with the help of gtkparasite?

Setup

An overview of the financial data tools and their function can be found here.

Wrapper

The wrapper has to do the following things:

• call dkb*-scripts
• ask for the password
• export data from mobile
• import data from mobile and files
• call autobudget
• call gnucash
• for all steps: check/report output/results

It would be nice to use the Python Bindings (see hjacobs) and develop a standalone script tested script.