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Daftarche

Daftarche (دفترچه, "little account book") is a personal bookkeeping desktop app — PySide6 + SQLite. It imports CIBC QFX/OFX statements (and historical Excel files), tracks income, expenses and transfers across accounts, with dashboards, charts, categories, tags and transfer matching.

Install

pip install -e .
daftarche               # run
daftarche install-app   # add to Applications / Dock
daftarche update        # update from PyPI (asks first)

Data

Nothing personal lives in this repository. The app keeps its files in

~/Library/Application Support/Daftarche/
    daftarche.db                     the database
    config.json                      theme and view settings
    backups/daftarche-last.db        written at every start
    backups/daftarche-YYYY-MM.db     first start of each month; the last 12 are kept

Set DAFTARCHE_HOME=/some/folder to use another location (e.g. a test copy). Backup / Restore in the app's top bar save and load a copy of the database.

Layout

src/daftarche/
    main.py         command-line entry point
    window.py       main window, Settings dialog
    paths.py        data locations
    backup.py       automatic backups
    db.py           SQLite layer (all queries live here)
    style.py        stylesheet + settings
    widgets.py      shared widgets
    chart_utils.py  QChart helpers
    tabs/           dashboard, transactions, charts, accounts, import, manage
tools/make_icon.py  draws data/icons/app_icon.png and splash.png
tests/              pytest suite (synthetic data only)

Development

pip install -e ".[dev]"
pytest

Release

  1. Bump version in pyproject.toml and add a ## X.Y.Z — date section to CHANGELOG.md.
  2. Commit, then git tag vX.Y.Z && git push --tags — the release workflow publishes the GitHub Release with that changelog section.
  3. python -m build && twine upload dist/* — PyPI.

License

MIT

Metadata

Release files for daftarche 0.2.0

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Source distribution for daftarche 0.2.0
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Table of built distributions (wheels) for daftarche 0.2.0
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daftarche-0.2.0-py3-none-any.whl Python 3 none any Details

Total release size: 926.2 kB

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