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FBAR Max Balances Generator

The Foreign Bank Account Report (FBAR) is form that must be filed by all US citizens who hold foreign accounts holding at least $10,000. When filing this report, one must supply the maximum balance for each foreign account for a given year. This Python script utilizes the YNAB API to generate the maximum balance for each account for a user for a given calendar year.

Dependencies

  • prettytable
  • pyyaml
  • ynab==0.0.3

Usage

  1. Generate a YNAB Personal Access Token.
  2. Copy example-config.yml to a new config.yml file to add your token as well as the relevant year and currency conversion rate.
  3. Install dependencies:
pip install -r requirements.txt
  1. Run main script:
python main.py

A report, like the one below, will be generated.

|                            Name                            | Max Balance EUR | Max Balance USD | Start Date |  End Date  |
+------------------------------------------------------------+-----------------+-----------------+------------+------------+
|                     Deutsche Kreditbank                    |     €214.32     |     $253.33     | 2021-07-17 | 2021-07-17 |
|                            ING                             |     €2651.48    |     $3134.14    | 2021-02-01 | 2021-02-01 |
|                            N24                             |     €1414.73    |     $1672.26    | 2021-12-01 | 2021-12-15 |

Future Ideas

  • Support more currencies.
  • Autodetect account currency.
  • Interactive script to exclude accounts.
  • Enrich accounts with other relevant FBAR data.

Contributing

Contributions are what make the open source community such an amazing place to learn, inspire, and create. Any contributions you make are greatly appreciated.

If you have a suggestion that would make this better, please fork the repo and create a pull request. You can also simply open an issue with the tag "enhancement". Don't forget to give the project a star! Thanks again!

  1. Fork the Project
  2. Create your Feature Branch (git checkout -b feature/AmazingFeature)
  3. Commit your Changes (git commit -m 'Add some AmazingFeature')
  4. Push to the Branch (git push origin feature/AmazingFeature)
  5. Open a Pull Request

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Script to generate FBAR data using the YNAB API

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