Skip to main content

A Django app to import and categorise financial transactions.

Project description

Financial Transactions is a Django app to import and categorise transactions from financial institutions, where categories are assigned based on hints.

It’s intended for hackers who want to build other interesting stuff with their categorised financial transactions.

Quick Start

  1. Add “financial_transactions” to your INSTALLED_APPS setting like this:

    INSTALLED_APPS = (
        ...
        'financial_transactions',
    )
    
  2. Run python manage.py syncdb to create the Financial Transaction models.

3. Start the development server and visit http://127.0.0.1:8000/admin/ to create an account (you’ll need the Admin app enabled), choosing a transaction format for the account (currently only CommerzBank Giro and Commerzbank Mastercard csvs are supported, but I’ll add forms as people need them.)

  1. Import your transactions:

    ./manage.py import_transactions ~/mydata/2013-01-commerzbank.csv
    

You can then browse your transactions in the /admin/, add transaction category hints, and reimport your csvs to automatically update the categories based on your hints.

Testing

To run the tests, you’ll need to install a few additional test packages: mock, django_factory.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Filename, size & hash SHA256 hash help File type Python version Upload date
django-financial-transactions-0.2.tar.gz (9.7 kB) Copy SHA256 hash SHA256 Source None

Supported by

Elastic Elastic Search Pingdom Pingdom Monitoring Google Google BigQuery Sentry Sentry Error logging AWS AWS Cloud computing DataDog DataDog Monitoring Fastly Fastly CDN SignalFx SignalFx Supporter DigiCert DigiCert EV certificate StatusPage StatusPage Status page