Metadata-Version: 2.1
Name: jal
Version: 2021.12.1
Summary: Just Another Ledger - project to track personal financial records
Home-page: https://github.com/titov-vv/jal
Author-email: jal@gmx.ru
License: UNKNOWN
Platform: UNKNOWN
Classifier: Development Status :: 2 - Pre-Alpha
Classifier: Topic :: Office/Business
Classifier: Topic :: Office/Business :: Financial
Classifier: Topic :: Office/Business :: Financial :: Accounting
Classifier: Topic :: Office/Business :: Financial :: Investment
Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
Classifier: Operating System :: OS Independent
Classifier: Programming Language :: Python
Requires-Python: >=3.8.1
Description-Content-Type: text/markdown

# JAL 
Just Another Ledger is a project for personal finance tracking.

It was designed to keep records of personal incomes/spendings and investments with up-to-date information about account's balances and portfolio value.

### Main features
- multiple accounts with different currencies (base currency is russian rouble but might be changed in future versions)
- 5 types of transactions: 
    1. Generic income/spending operations that may be splitted into several categories
    2. Transfers of money between different accounts and currencies
    3. Buy/Sell operation for securities (jal supports stocks, ETFs, options, partial support of bonds and futures)
    4. Dividend for stocks and Interest payments for bonds
    5. Corporate actions for stocks (Split, Symbol change, Merger, Spin-Off, Stock dividend)
- basic reports:
    1. monthly incomes/spendings splitted by category
    2. profit/loss report for investments accounts
    3. closed deals report 
- stock/ETF quotes updates for US (Yahoo), EU (Euronext), CA (TSX) and RU (MOEX) exchanges traded stocks
- Broker statement import:
    1. Russian brokers: Uralsib broker (zipped xls), KIT Finance (xlsx), PSB broker (xls), Open broker (xml).
    2. US brokers: Interactive Brokers Flex statement (xml).
- Tax report preparation for foreign investments according to Russian Tax Code (![manual](https://github.com/titov-vv/jal/blob/master/docs/ru-tax-3ndfl/taxes.md)).  
Russian tax estimation for open positions.
- *experimental* Download russian electronic slips from russian tax authority (FNS). This function requires authorization and additional dependencies to use these function - packages `pyzbar` and `Pillow`.  
You may authorize via SMS, FNS personal account or ESIA/Gosuslugi. QR code may be scanned from camera, clipboard image or image file on disk.

Full description is available at Github - *[English](https://github.com/titov-vv/jal/blob/master/docs/README.md), [Русский](https://github.com/titov-vv/jal/blob/master/docs/README.ru.md)*

Support: [jal@gmx.ru](mailto:jal@gmx.ru?subject=%5BJAL%5D%20Help) or [Telegram](https://t.me/jal_support)

