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

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

Hold income category transaction amount for next month

Sum all income transaction and hold it to next month budget

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 mortage 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-mortage             Will check the mortage 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