A command-line finance toolkit for individuals and freelancers. Personal Bookkeeper provides 12 dedicated commands for recording transactions, categorizing expenses, checking balances, tracking trends, forecasting budgets, generating reports, and managing tax notes — all backed by simple timestamped log files.
| Command | Description |
|---|---|
| --------- | ------------- |
personal-bookkeeper record | Record a financial transaction (income, expense, transfer). Without args, shows recent record entries. |
personal-bookkeeper categorize | Categorize a transaction (food, rent, transport, entertainment). Without args, shows recent entries. |
personal-bookkeeper balance | Log a balance snapshot (account balance, net worth checkpoint). Without args, shows recent balance entries. |
personal-bookkeeper trend | Record a spending or income trend observation. Without args, shows recent trend entries. |
personal-bookkeeper forecast | Log a budget forecast or projection. Without args, shows recent forecast entries. |
personal-bookkeeper export-report | Save a report entry (monthly summary, quarterly review). Without args, shows recent export-report entries. |
personal-bookkeeper budget-check | Record a budget check (over/under budget notes). Without args, shows recent budget-check entries. |
personal-bookkeeper summary | Log a financial summary (weekly recap, category totals). Without args, shows recent summary entries. |
personal-bookkeeper alert | Record a financial alert (overspending, low balance, due date). Without args, shows recent alert entries. |
personal-bookkeeper history | Log a history note or view recent history entries. |
personal-bookkeeper compare | Record period-over-period comparisons (this month vs last). Without args, shows recent compare entries. |
personal-bookkeeper tax-note | Save tax-related notes (deductible expenses, filing reminders). Without args, shows recent tax-note entries. |
personal-bookkeeper stats | Show summary statistics across all categories — entry counts per log file, total entries, and data size. |
personal-bookkeeper export | Export all data to a file. Supported formats: json, csv, txt. |
personal-bookkeeper search | Search across all log files for a keyword (case-insensitive). |
personal-bookkeeper recent | Show the 20 most recent entries from the activity history log. |
personal-bookkeeper status | Health check — version, data directory, total entries, disk usage, last activity. |
personal-bookkeeper help | Display the full help message with all available commands. |
personal-bookkeeper version | Print the current version (v2.0.0). |
All data is stored as plain-text log files in ~/.local/share/personal-bookkeeper/:
record.log, categorize.log, tax-note.log)history.log with a timestampYYYY-MM-DD HH:MM| (pipe-delimited)~/.local/share/personal-bookkeeper/export.{json,csv,txt}set -euo pipefail)date, wc, du, head, tail, grep, cat, cutrecord every time you make a purchase, then categorize to tag it (food, transport, entertainment) for end-of-month analysis.budget-check to note whether you're over or under budget, summary to log category totals, and compare to see this month vs. last.tax-note throughout the year to flag deductible expenses, then export csv to hand your accountant a clean spreadsheet.forecast entries with projected income and expenses for upcoming months, then trend to track whether actuals match your projections.record each invoice payment, balance to snapshot your account after deposits, and alert to flag overdue invoices or low cash reserves.# Record a grocery expense
personal-bookkeeper record "Groceries at Costco -¥358.50"
# Categorize a transaction
personal-bookkeeper categorize "Costco receipt -> food/groceries"
# Check if you're on budget this month
personal-bookkeeper budget-check "March budget: spent ¥4200 of ¥5000 limit"
# Add a tax-deductible note
personal-bookkeeper tax-note "Home office internet bill ¥199/mo — deductible"
# Export everything to CSV for spreadsheet review
personal-bookkeeper export csv
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