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currency converter tool #113

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currency converter tool #113

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angadsingh
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@angadsingh angadsingh commented Jul 30, 2024

converts transactions and account balance history between currencies (default: USD to CAD).

it is meant to be run periodically. will resume from its last state. state is saved inside MM itself. transactions are tagged (e.g. a tag like USD2CAD - you create the tag). the original amount is put in the "notes" of the transaction in case you want to rollback.

account balance history is also checkpointed (creates a special checkpoint transaction with $0 balance - just to keep the last conversation date).

created this to use MM in canada.

@jeeftor
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jeeftor commented Aug 16, 2024

Have you figured out how to determine what currency an account is using? I can do it with SimpleFin which wraps mx.com - but haven't seen it in monarch

@angadsingh
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that might be an overkill for this since it runs as a script anyway, we can just have the user fill a dict with the currencies of each account they want conversions on.

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