Tools and Utilities

Last updated on August 29, 2023

Index of Personal Finance Tools (Written by me)

Most of these tools are written for Beancount, but many may be adaptable for any Plain Text Accounting software.

• ofx-summarize
• bean-download
• needs-update: How Up-to-Date Are My Accounts
• ticker-util:
  • Know Your Tickers
  • Tickers and Identifiers
  • Relate Your Tickers
• Scaled Estimates of Mutual Fund NAVs

Notes mentioning this note

The Five-Minute Ledger Update

Problem: Updating Your Ledger is a Pain! That’s right, updating your ledger with data from your financial institutions is the...