Actual Tasks

This is a project that contains two tasks. You can trigger them manually or setup a docker container that will run them periodically.

Tasks:

Fix payee name based on a regex expression:

Input: Compra 1234 Continente Porto Contactless

Regex: Compra [0-9]{4}|Contactless|Compra:|[0-9]{4}-[0-9]{0,3}

Output: Continente Porto

This task will also remove extra space in the payee name. Input: Continente Porto

Output: Continente Porto

Note: In the end it will merge payees with the exact same name

Create a transaction that deducts your payment mortgage

To configure the correct interest rate is the % multiple by 1000

Sync ghostfolio account with Actual Budget account

Create a new transaction to keep ghostfolio account balance and actual account balance in sync

Run bank sync

Run bank sync

Setup

• Clone this repo!
• Install dependencies: npm ci
• Copy .sample.env to .env and fill in the blanks

Some things worth noting

This is a repository where I will be adding tasks to run periodically. For now both fixing payees name and calculate mortgage are enabled by default.

Commands

  Usage
    $ actual-tasks <command> <flags>

  Commands & Options
    config                        Print the location of actualplaid the config file
    fix-payees                    Will apply the regex and replace for empty string
    calculate-mortgage             Will check the mortgage balance and calculate the principal payment based on your montly payment
    ghostfolio-sync               Will check ghost balance account and actual account balances and create a transaction in actual to sync both balances.
    hold-amout-for-next-month     Sum all income transaction and hold it to next month budget 
    bank-sync                     Will run the bank sync


  Options for all commands
    --user, -u       Specify the user to load configs for
  Examples
    $ actual-tasks config