This tool fetches account data from the API, separates it into assets and liabilities, formats balances using ISO 4217 standards, exports the results to CSV files, and optionally sends these files via email.

The tool can read configuration from command-line flags or from a .env file (default .env in the working directory).

• Go environment: Ensure Go (version 1.16 or higher) is installed.
• SMTP Server Access: If using email, you must have access to a valid SMTP server (Gmail, Outlook, or a dedicated server) and credentials.
• Optional .env file: Stores API credentials, SMTP details.

Example .env file:

# API credentials
BASE_URL=https://api.example.com
LOGIN_NAME=admin
PASSWORD="My#SecretPassword"

# Email configuration
EMAIL_TO="recipient@example.com,spouse@example.com"
EMAIL_MESSAGE="<p>Here is your <b>monthly</b> report.</p>"
SMTP_HOST=smtp.gmail.com
SMTP_PORT=587
SMTP_USER=myemail@gmail.com
SMTP_PASS="my#app_password"
SMTP_FROM=myemail@gmail.com

# PDF configuration
PDF_PASSWORD="SecretFilePassword"

⚠️ Note: If a value contains #, spaces, or $, wrap it in quotes (single ' or double ").

You can either run it directly using go run or build a standalone binary:

go run main.go

or

go build -o ezbookkeeping_tools main.go
./ezbookkeeping_tools

By default, the tool attempts to load .env if command-line flags are missing. You can specify a custom config file:

./ezbookkeeping_tools -config /path/to/custom.env

• Structure: Recursively discovers subaccounts and displays them as Subaccount (Parent).
• Filtering: Excludes parent containers and zero-balance accounts.

• Format: Generates a password-protected PDF attachment.
• Styling: Modern design with colored headers, zebra-striped rows, and color-coded balances (Green/Red).
• Content: Full details including Name, Currency, Balance, Category, and wrapping Comments.

• Multiple Recipients: Supports comma-separated email addresses.
• Custom Message: Allows a custom HTML body message via flag/env.

• Safe Testing: Use --dry-run to generate the PDF and verify logic without sending any emails.

*Required if not provided via .env.

Generates the PDF report but skips sending email.

go run main.go --dry-run

Fetches data, generates PDF, and sends it to multiple recipients.

go run main.go \
    -url "https://api.example.com" \
    -user "admin" \
    -pass "secret" \
    -email-to "me@example.com,spouse@example.com" \
    -smtp-host "smtp.gmail.com" \
    -smtp-user "me@gmail.com" \
    -smtp-pass "app_password"

Sends a report with a custom HTML body.

go run main.go \
    --email-to "me@example.com" \
    --email-message "Here is your <b>monthly</b> financial summary." \
    [other flags...]

Protects the generated PDF with a password.

go run main.go \
    --pdf-password "MySecretFiles" \
    [other flags...]

Upon successful execution, the following files are created:

1. Financial_Report_YYYY-MM-DD.pdf (The main report)
2. assets.csv
3. liabilities.csv