🚀 DAY 5 OF LAUNCH WEEK: Introducing Socket Firewall Enterprise.Learn more →
Socket
Book a DemoInstallSign in
Socket
Book a DemoInstallSign in

bany

Package Overview
Dependencies
Maintainers
1
Versions
16
Alerts
File Explorer

Advanced tools

License
Socket logo

Install Socket

Detect and block malicious and high-risk dependencies

Install

bany

A collection of scripts for personal finance

pipPyPI
Version
2.0.1
Maintainers
1

BANY

A collection of scripts to...

  • Convert text in a PDF into YNAB transactions
  • Split a series of transactions between people
  • Solve the constrained partitioning problem for investing

Setup

export LANG=en_US.UTF-8
uv run bany --help

Commands

bany extract

Create YNAB transactions from a PDF

Examples

  • Run the extract command to parse a PDF and upload transactions to YNAB
export LANG=en_US.UTF-8
uv run bany extract pdf --inp /path/to/pdf --config config.yaml
uv run bany extract pdf --inp /path/to/pdf --config config.yaml --upload

config.yaml

  • Some examples can be found in the ./cfg directory
  • Define rules to match patterns in the text of a PDF
  • Define the transactions to create from these matches
# Regular Expressions defined for date like values
dates:
  Force Date:
    value: |-
      2023-01-01

  Check Date:
    regex: |-
      Check\s+Date\s+(?P<DATE>{MONTHS}\s+\d+,?\s+\d\d\d\d)

# Regular Expressions defined for money like values
amounts:
  401K:
    group: EARNINGS
    inflow: true
    regex: |-
      401K\s+
      (?P<HOURS>{NUMBER})\s+
      (?P<MONEY>{AMOUNT})\s+
      (?P<TOTAL>{AMOUNT})

  Salary:
    group: EARNINGS
    inflow: true
    regex: |-
      REGULAR\s+
      (?P<RATES>{NUMBER})\s+
      (?P<HOURS>{NUMBER})\s+
      (?P<MONEY>{AMOUNT})\s+
      (?P<TOTAL>{AMOUNT})

  TOTAL-EARNINGS:
    group: EARNINGS
    inflow: true
    total: true
    regex: |-
      Gross\s+Earnings\s+
      (?P<HOURS>{NUMBER})\s+
      (?P<MONEY>{AMOUNT})\s+
      (?P<TOTAL>{AMOUNT})

# Transactions to push to a YNAB budget (these may reference the matches defined above)
transactions:
- budget: 2023
  account: 'Checking'
  category: 'Internal Master Category: Inflow: Ready to Assign'
  payee: Company
  color: red
  amount: Salary
  date: Check Date

- budget: 2023
  account: 'Company'
  category: 'Investment: Fidelity'
  payee: 'Transfer : Fidelity : Syapse'
  memo: 2023
  color: yellow
  amount: 401K
  date: Check Date

bany split

This is a script to help split transactions between multiple people.

Examples

This script opens an interactive loop.

export LANG=en_US.UTF-8
uv run bany split

Run a series of commands

You can run a series of commands defined in a text file (see example in ./cfg directory.

split -a 12.79 -p Costco -C Food -d Dad=1 Adam=0   Doug=0   -c Adam=1
split -a  7.49 -p Costco -C Food -d Dad=1 Adam=0   Doug=0   -c Adam=1
summarize

bany > @ costco.txt

Show the possible commands

bany > help

Documented commands (use 'help -v' for verbose/'help <topic>' for details):

My Category
===========
clear  delete  show  split  summarize  tax  tip

Uncategorized
=============
help  history  quit  set  shortcuts

Split some transactions between some people

bany > split --amount 10.00 --payee GroceryStore --category Food --debit Alice=2/5 Bob=3/5 --credit Bob=1

   group  amount  rate         payee category       debtors creditors  Alice  Bob  Alice.w  Bob.w Alice.$  Bob.$ Who  Delta
0      0  $10.00     0  GroceryStore     Food  (Alice, Bob)     (Bob)    400  600      0.4    0.6   $4.00  $6.00   -  $0.00

bany > split --amount 15.75 --payee Restaurant --category Dinner --debit Alice=1/2 Bob=1/2 --credit Alice=1

   group  amount  rate         payee category       debtors creditors  Alice  Bob  Alice.w  Bob.w Alice.$  Bob.$    Who   Delta
0      0  $10.00     0  GroceryStore     Food  (Alice, Bob)     (Bob)    400  600      0.4    0.6   $4.00  $6.00      -   $0.00
1      1  $15.75     0    Restaurant   Dinner  (Alice, Bob)   (Alice)    787  787      0.5    0.5   $7.87  $7.88  Alice  -$0.01

Add taxes and tips for the previous transaction

bany > tip --amount 5.00 --category Tips

   group  amount     rate         payee category       debtors creditors  Alice  Bob  Alice.w  Bob.w Alice.$  Bob.$    Who   Delta
0      0  $10.00  0.00000  GroceryStore     Food  (Alice, Bob)     (Bob)    400  600      0.4    0.6   $4.00  $6.00      -   $0.00
1      1  $15.75  0.00000    Restaurant   Dinner  (Alice, Bob)   (Alice)    787  787      0.5    0.5   $7.87  $7.88  Alice  -$0.01
2      1   $5.00  0.31746    Restaurant     Tips  (Alice, Bob)   (Alice)    250  250      0.5    0.5   $2.50  $2.50      -   $0.00

bany > tax --rate 0.07 --payee SalesTax

   group  amount     rate         payee category       debtors creditors  Alice  Bob  Alice.w  Bob.w Alice.$  Bob.$    Who   Delta
0      0  $10.00  0.00000  GroceryStore     Food  (Alice, Bob)     (Bob)    400  600      0.4    0.6   $4.00  $6.00      -   $0.00
1      1  $15.75  0.00000    Restaurant   Dinner  (Alice, Bob)   (Alice)    787  787      0.5    0.5   $7.87  $7.88  Alice  -$0.01
2      1   $5.00  0.31746    Restaurant     Tips  (Alice, Bob)   (Alice)    250  250      0.5    0.5   $2.50  $2.50      -   $0.00
3      1   $1.10  0.07000      SalesTax   Dinner  (Alice, Bob)   (Alice)     55   55      0.5    0.5   $0.55  $0.55      -   $0.00

Display the current transactions

bany > show

   group  amount     rate         payee category       debtors creditors  Alice  Bob  Alice.w  Bob.w Alice.$  Bob.$    Who   Delta
0      0  $10.00  0.00000  GroceryStore     Food  (Alice, Bob)     (Bob)    400  600      0.4    0.6   $4.00  $6.00      -   $0.00
1      1  $15.75  0.00000    Restaurant   Dinner  (Alice, Bob)   (Alice)    787  787      0.5    0.5   $7.87  $7.88  Alice  -$0.01
2      1   $5.00  0.31746    Restaurant     Tips  (Alice, Bob)   (Alice)    250  250      0.5    0.5   $2.50  $2.50      -   $0.00
3      1   $1.10  0.07000      SalesTax   Dinner  (Alice, Bob)   (Alice)     55   55      0.5    0.5   $0.55  $0.55      -   $0.00

Aggregate by categories and people

bany > summarize

   amount category         payee Alice.$  Bob.$
0  $10.00     Food  GroceryStore   $4.00  $6.00
1  $15.75   Dinner    Restaurant   $7.87  $7.88
2   $5.00     Tips    Restaurant   $2.50  $2.50
3   $1.10   Dinner      SalesTax   $0.55  $0.55

bany solve

This is a script to solve a math problem.

  • I have a few investment funds and want them each to have a certain percent of my savings.
  • I need to know which funds to put the money in to reach my desired allocation.

We have a histogram and want to morph it into a new shape

  • Given a set of labeled buckets with known item counts...
  • Given a new amount of items to place into the buckets...
  • Given a desired distribution of items for the buckets...

How should we place the new items into the buckets?

Examples

# The problem will be solved in an unconstrained way by default
# Values can be added or removed from existing bins
uv run bany solve unconstrained --config allocate.yaml

# The problem can be solved in a constrained way as well
# Values can only be added to bins
uv run bany solve constrained --config allocate.yaml

# A Monte Carlo based solver also exists, which is non-deterministic
# Values can be added in fixed sizes
uv run bany solve montecarlo --config allocate.yaml --stepsize 25

Input Distribution

TOTAL     level=[0] current_value=[ 6,000.00] optimal_ratio=[1.000] amount_to_add=[ 8,000.00]
 ├─VIGAX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.220] amount_to_add=[     0.00]
 ├─VVIAX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.280] amount_to_add=[     0.00]
 ├─VMGMX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.100] amount_to_add=[     0.00]
 ├─VMVAX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.150] amount_to_add=[     0.00]
 ├─VSGAX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.100] amount_to_add=[     0.00]
 └─VSIAX  level=[1] current_value=[ 1,000.00] optimal_ratio=[0.150] amount_to_add=[     0.00]

Output Distribution

TOTAL     level=[0] results_value=[14,000.00] results_ratio=[1.000] amount_to_add=[     0.00]
 ├─VIGAX  level=[1] results_value=[ 3,080.00] results_ratio=[0.220] amount_to_add=[ 2,080.00]
 ├─VVIAX  level=[1] results_value=[ 3,920.00] results_ratio=[0.280] amount_to_add=[ 2,920.00]
 ├─VMGMX  level=[1] results_value=[ 1,400.00] results_ratio=[0.100] amount_to_add=[   400.00]
 ├─VMVAX  level=[1] results_value=[ 2,100.00] results_ratio=[0.150] amount_to_add=[ 1,100.00]
 ├─VSGAX  level=[1] results_value=[ 1,400.00] results_ratio=[0.100] amount_to_add=[   400.00]
 └─VSIAX  level=[1] results_value=[ 2,100.00] results_ratio=[0.150] amount_to_add=[ 1,100.00]

config.yaml

The input is a hierarchy of bins with current values and desired ratios.

yaml

The input can be given as a YAML file.

- { label: 'TOTAL', optimal_ratio: 100, current_value: 6000, amount_to_add: 8000, children: [
    'VIGAX', 'VVIAX', 'VMGMX', 'VMVAX', 'VSGAX', 'VSIAX'] }
- { label: 'VIGAX', optimal_ratio:  22, current_value: 1000, amount_to_add:    0, children: [] }
- { label: 'VVIAX', optimal_ratio:  28, current_value: 1000, amount_to_add:    0, children: [] }
- { label: 'VMGMX', optimal_ratio:  10, current_value: 1000, amount_to_add:    0, children: [] }
- { label: 'VMVAX', optimal_ratio:  15, current_value: 1000, amount_to_add:    0, children: [] }
- { label: 'VSGAX', optimal_ratio:  10, current_value: 1000, amount_to_add:    0, children: [] }
- { label: 'VSIAX', optimal_ratio:  15, current_value: 1000, amount_to_add:    0, children: [] }

You can use regular expressions when specifying the children of a category.

- { label: 'TOTAL', optimal_ratio: 100, current_value: 6000, amount_to_add: 8000, children: ['regex::.*'] }
...
csv

The input can be given as a CSV file.

   label  optimal_ratio  current_value  amount_to_add                             children
0  TOTAL          100.0         6000.0         8000.0  VIGAX;VVIAX;VMGMX;VMVAX;VSGAX;VSIAX
1  VIGAX           22.0         1000.0            0.0
2  VVIAX           28.0         1000.0            0.0
3  VMGMX           10.0         1000.0            0.0
4  VMVAX           15.0         1000.0            0.0
5  VSGAX           10.0         1000.0            0.0
6  VSIAX           15.0         1000.0            0.0

FAQs

Did you know?

Socket

Socket for GitHub automatically highlights issues in each pull request and monitors the health of all your open source dependencies. Discover the contents of your packages and block harmful activity before you install or update your dependencies.

Install

Related posts

Security Community Slams MIT-linked Report Claiming AI Powers 80% of Ransomware

Security News

Security Community Slams MIT-linked Report Claiming AI Powers 80% of Ransomware

Experts push back on new claims about AI-driven ransomware, warning that hype and sponsored research are distorting how the threat is understood.

By Sarah Gooding  -  Oct 30, 2025
10 npm Typosquatted Packages Deploy Multi-Stage Credential Harvester

Research

/

Security News

10 npm Typosquatted Packages Deploy Multi-Stage Credential Harvester

Socket researchers found 10 typosquatted npm packages that auto-run on install, show fake CAPTCHAs, fingerprint by IP, and deploy a credential stealer.

By Kush Pandya  -  Oct 28, 2025