bankr 0.0.3

Simple Python for your Bank Accounting

Bankr

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Bankr is simple Python for your Bank Accounting to categorize your incomes and expenses

About

Bankr…

• …collects all your bank transactions on your chart of accounts using a CLI. The collection of the transactions is performed via CSV export from your bank accounts.
• …categorizes the transactions using a simple filter mechanism for repeated bookings. One-time transactions can be categorized by hand.
• …allows to add, edit and delete bank transactions by hand.
• …shows, finally, plots and statistics on the Book within the CLI or your web browser.
• …is configured via small and human-readable YAML files, which you can modify using any editor.
• …creates, hopefully, an overview over your finances.

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Alpha Software

This software is in Alpha state. There are a several TODOs in the source code, and some further limitations to remove for completion of its functionality! However, v1 of the data format should be quite stable right now.

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Motivation

My motivation for writing these lines of Python code are two-fold:

1. Learning Python, Pandas, and – currently at basic level – Panel within this Python project.
2. Starting with CSV based accounting, especially after some negative experiences with trying to use an HBCI (now FinTS) based accounting system. At least in Germany, banks tend to break their own HBCI accesses, especially since their most important accesses seem to be their own and individual banking apps. Fortunately, I am not aware of a bank, which does not allow a CSV based download of the respective transaction data.

Installation

Install python and pip for your system, and do the following installation into a virtual environment bankr:

python -m venv bankr
cd bankr
pip install bankr

Bankr includes fictional sample data in bankr/data.sample and a sample config file bankr/bankr.sample.yaml. Linking to the folder and the config file from your working directory, having the virtual environment activated, should allow to run Bankr on this sample data:

ln -s <path/to/bankr/bankr.sample.yaml> bankr.yaml
ln -s <path/to/bankr/data.sample> data

Check the consistency of your configuration, and give it a try: bankr stats. If you see a big Bankr headline and a table of four "fantastic" bank accounts, you are in.

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Note Bankr is tested on Linux only right now. Give it a try on BSD, Windows or Mac. I would not expect any hickups, but be prepared. You are heartily invited to provide feedback.

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Documentation

Bankr is fully documented here.

License

Bankr is distributed under the terms of the Unlicense license.