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Add example config files
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@AdamGagorik
AdamGagorik committed Aug 4, 2024
1 parent c00c857 commit 27b4ff1
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6 changes: 6 additions & 0 deletions cfgs/.gitignore
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*
!.gitignore
!allocate.yaml
!costco-split.txt
!extract-pdf-paylocity.yml
!extract-pdf-lifeatford.yml
7 changes: 7 additions & 0 deletions cfgs/allocate.yaml
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- { label: 'TOTAL', optimal_ratio: 100, current_value: 6000, amount_to_add: 8000, children: ['regex::.*'] }
- { 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: [] }
39 changes: 39 additions & 0 deletions cfgs/costco-split.txt
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split -a 24.99 -p Costco -C Misc -d Dad=1 -c Adam=1
tax -r 0.07
split -a 16.39 -p Costco -C Misc -d Doug=1 -c Adam=1
tax -r 0.07
split -a 19.89 -p Costco -C Misc -d Doug=1 -c Adam=1
tax -r 0.07
split -a 21.49 -p Costco -C Misc -d Doug=1 -c Adam=1
tax -r 0.07
split -a 18.49 -p Costco -C Misc -d Doug=1 -c Adam=1
split -a 5.99 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 10.49 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 19.99 -p Costco -C Clothes -d Adam=1 -c Adam=1
split -a 14.99-3.00 -p Costco -C Clothes -d Adam=1 -c Adam=1
split -a 16.99 -p Costco -C Clothes -d Adam=1 -c Adam=1
split -a 22.49 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 4.79 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 4.79 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 11.89-3.50 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 16.49 -p Costco -C Misc -d Dad=1 -c Adam=1
tax -r 0.07
split -a 12.99 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 4.99 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 13.29 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 10.99 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 8.99 -p Costco -C Misc -d Dad=1 -c Adam=1
split -a 26.11 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 8.99 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 8.99 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 8.97 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 17.59 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 17.99-3.60 -p Costco -C Laundry -d Adam=1 -c Adam=1
tax -r 0.07
split -a 10.99 -p Costco -C Food -d Adam=1 -c Adam=1
split -a 22.99-5.00 -p Costco -C Kitchen -d Adam=1 -c Adam=1
tax -r 0.07
split -a 26.99 -p Costco -C Laundry -d Adam=1 -c Adam=1
tax -r 0.07
split -a 9.99 -p Costco -C Food -d Adam=1 -c Adam=1
summarize
225 changes: 225 additions & 0 deletions cfgs/extract-pdf-lifeatford.yml
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########################################################################################################################
# Regular Expressions defined for date like values
########################################################################################################################
dates:
Force Date:
value: |-
2024-09-01
Check Date:
regex: |-
(?P<DATE>\d\d\d\d-\d\d-\d\d)
########################################################################################################################
# Regular Expressions defined for money like values
########################################################################################################################
amounts:
Salary:
group: EARNINGS
inflow: true
regex: |-
BASE\s+SALARY\s+
(?P<MONEY>{AMOUNT})
Award:
group: EARNINGS
inflow: true
regex: |-
PRIZE\s+AWARD\s+
(?P<MONEY>{AMOUNT})
TOTAL-EARNINGS:
group: EARNINGS
inflow: true
total: true
regex: |-
TOTAL\s+GROSS\s+
(?P<MONEY>{AMOUNT})
FITW:
group: TAXES
regex: |-
FEDERAL\s+
(?P<MONEY>{AMOUNT})
MED:
group: TAXES
regex: |-
MEDICARE\s+
(?P<MONEY>{AMOUNT})
PA:
group: TAXES
regex: |-
PENNSYLVANIA\s+
(?P<MONEY>{AMOUNT})
PASUI-E:
group: TAXES
regex: |-
STATE\sU\.\s?C\.\s+
(?P<MONEY>{AMOUNT})
SS:
group: TAXES
regex: |-
FICA\s+
(?P<MONEY>{AMOUNT})
401K:
group: DEDUCTIONS
regex: |-
SSIP\s+PRE-TAX\s+
(?P<MONEY>{AMOUNT})
TERM:
group: DEDUCTIONS
regex: |-
GPLIFE\s+IMPUTED\s+
(?P<MONEY>{AMOUNT})
HSA:
group: DEDUCTIONS
regex: |-
HSA\s+DEDUCTION\s+
(?P<MONEY>{AMOUNT})
Vision:
group: DEDUCTIONS
regex: |-
VISION\s+CARE\s+
(?P<MONEY>{AMOUNT})
Dental:
group: DEDUCTIONS
regex: |-
DENTAL\s+
(?P<MONEY>{AMOUNT})
TOTAL-DEDUCTIONS:
total: true
group: DEDUCTIONS
regex: |-
TOTAL\s+DEDEUCTIONS\s+
(?P<MONEY>{AMOUNT})
TOTAL-DEPOSITS:
group: DEPOSITS
inflow: true
total: true
regex: |-
NET\sPAY\s
(?P<MONEY>{AMOUNT})
########################################################################################################################
# Transactions to push to a YNAB budget (these may reference the matches defined above)
########################################################################################################################
transactions:
- budget: 2024
account: 'PNC : Spend'
category: 'Taxes: Federal'
payee: 'USA : Income'
memo: '2024'
color: blue
amount: FITW
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Taxes: Federal'
payee: 'USA : MED/EE'
memo: '2024'
color: blue
amount: MED
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Taxes: State'
payee: 'USA : Income'
memo: '2024 : PA'
color: blue
amount: PA
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Insurance: Unemployment'
payee: PA
memo:
color: blue
amount: PASUI-E
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Taxes: Federal'
payee: 'USA : OSAD/EE'
memo: 2024
color: blue
amount: SS
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Insurance: Life'
payee: Gaurdian
memo:
color: blue
amount: TERM
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Insurance: Life'
payee: Gaurdian
memo:
color: red
amount: TERM
date: Force Date
factor: -1

- budget: 2024
account: 'PNC : Spend'
category: 'Internal Master Category: Inflow: Ready to Assign'
payee: Ford
memo: 2024
color: red
amount: Salary
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Investment: Alight'
payee: 'Transfer : Alight : 401k'
memo: 2024
color: yellow
amount: 401K
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Investment: HSA'
payee: 'Transfer : Alight : HSA'
memo: 2024
color: yellow
amount: HSA
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Insurance: Vision'
payee: 'Davis Vision'
memo:
color: blue
amount: Vision
date: Force Date

- budget: 2024
account: 'PNC : Spend'
category: 'Insurance: Dental'
payee: 'Delta Dental'
memo:
color: blue
amount: Dental
date: Force Date
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