dvm-finance 1.0.0

Integrated personal-finance app: download, parse, categorize, and review bank statements.

dvm-finance

Integrated personal-finance app: download, parse, categorize, and review bank statements locally. Merges the abn-analyst analyzer and the abn-download downloaders into a single, local, single-user web application. No login, no charts, no LLM — rules + manual categorization, tables, and an audit trail.

Install & run (PyPI)

With PyPI, simply:

pip install dvm-finance
dvm-finance

Or with uv for no-venv installation:

uvx dvm-finance

For development from a local checkout / wheel:

uvx --from /path/to/abn-combined dvm-finance
uvx --from dist/dvm_finance-0.1.0-py3-none-any.whl dvm-finance

First run

dvm-finance             # serves http://127.0.0.1:8000 and prints the URL

On first start the app creates its data directory (SQLite DB, downloaded statements, snapshot exports) and migrates the schema automatically. Defaults to the platform user-data dir (macOS: ~/Library/Application Support/dvm-finance/); override with --data-dir or DVM_FINANCE_DATA_DIR. Other flags: --port (default 8000) and --host (default 127.0.0.1).

The app binds to 127.0.0.1 and has no authentication — do not widen the bind address on an untrusted network.

An empty install offers three ways in: migrate a legacy database (below), upload statement files on the Upload tab (MT940/STA, ABN XLS, generic CSV, PayPal TXT, Wise CSV, SEB CSV), or download directly from the Download tab.

Migrating from abn-analyst

One-time, idempotent import of all transactions, rules + conditions, budgets and manual categorizations from a legacy abn_analyst.db (opened read-only):

dvm-finance migrate-legacy /path/to/abn_analyst.db

Re-running skips already-present rows. A per-table summary is printed.

Sharing data with a second person

• Export (Snapshots tab): one click writes a versioned, gzipped-JSON snapshot of transactions, rules, budgets and change reports, offered as a download.
• Import (their machine): upload the file on the Snapshots tab. The merge is incoming wins — new records are inserted, conflicting records (including manual categorizations and rule edits) are overwritten by the snapshot; local records absent from the snapshot are never deleted. The database is backed up first and an import report is stored for review.
• Second-user setup is two commands: uvx dvm-finance, then import a snapshot in the browser.

Security note: snapshot files contain your full financial data and are not encrypted. Exchange them only over a channel you trust.

Downloads

• ABN AMRO: click "Start ABN download" — a headed Chromium opens; authenticate with the ABN AMRO app; statements are fetched, saved and imported automatically. Requires Playwright browsers:

  playwright install chromium
  

  The app works fine without them (upload/rules/trends); the Download page shows install instructions when they are missing.

• PayPal: start Chrome with remote debugging first, log in to PayPal, then click "Start PayPal download":

  /Applications/Google\ Chrome.app/Contents/MacOS/Google\ Chrome \
    --remote-debugging-port=9226 --user-data-dir=~/.chrome/debugdir \
    https://www.paypal.com/reports/dlog
  

Development

source ~/venv/bin/activate
pip install -e ".[dev]"
playwright install chromium

ruff check .                 # lint
pytest                       # unit + integration (e2e/slow deselected)
pytest --cov=abn_combined    # coverage (fails under 80%)
pytest -m e2e                # Playwright end-to-end flows (headless Chromium)
dvm-finance --data-dir ./devdata   # run against a scratch data dir

See docs/architecture.md, docs/developer.md and docs/product.md for design notes, and docs/core-beliefs.md for the project's golden principles.