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An opinionated script to gather, clean up and merge transactions from Banca Etica and PayPal.

Project description

🏦 Bepp 🧮

A tiny tool to manage, clean, and merge transaction exports from Banca Etica and PayPal.

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ℹ️ About

I wrote this script to learn and practice with Python and pandas, while also getting something I really needed out of it.

⏬ Install

  1. Install uv
  2. Start a virtual environment: uv venv
  3. Install the package: uv pip install bepp
    • append -U to install at the user level
    • append --system to install system-wide

📊 Usage

argument type default description
input/path/ string Required Input directory, containing the source CSV and Excel files.
-d, --dry_run boolean False Run the script without changing or printing anything.
-b, --backup boolean False Save one CSV backup per kind containing all the original transactions, with no modification.
-c, --convert_to_eur boolean False Convert transactions in other currencies to €. Note: This heavily slows down the process!
-m, --merge boolean False Merge the PayPal’s and Banca Etica’s transaction summaries in one unique CSV.
-o, --output_dir string input/path/
+
bepp_export/
Specify an output directory.
-p, --keep_pp_dupes boolean False Prevent from removing PayPal transactions in Banca Etica’s logs.

Note: Bepp assumes that inside the specified directory all Excel files are Banca Etica’s “estratto conto” files, and all CSV files are PayPal transaction summaries.

♻️ License

Everything inside this repository is licensed under the GNU Affero General Public License, version 3.

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