Python tool to track finances over a year
Project description
finance-tracker
Python tool to track finances over a year
Installation
PyPi package
pip install finance-tracker
Usage
From repository
-
Clone the repo
-
Install poetry
-
Run
make install
-
Load the categories and categories to filter as incomes wanted in a file called
categories.json
in./load/categories/
. Such as:{ "CATEGORIES": { "CATEGORY_ONE": [ "TITLE TO CATEGORIZE" ], "CATEGORY_TWO": [ "TITLE 2 TO CATEGORIZE" ] }, "POSITIVE_CATEGORIES": [ "CATEGORY_TWO" ] }
-
Load your CSV files according to your bank under
./load/entries_files/{bank}
according to your bank. See Banks Supported. -
Load any other CSV files in the folder
./load/entries_files/
. By default, those files will have this format:HEADER1;;;;; HEADER2;;;;; DATE;DATE TWO;TITLE;OTHER DATA;QUANTITY;OTHER 01/01/1999;01/01/1999;PAYCHECK;PAYCHECK FROM COMPANY 1;1.000;1.000
-
Run
make run
and enjoy!
From package installation
-
Follow the steps in Installation
-
Load the categories and categories to filter as incomes wanted in a file called
categories.json
in./load/categories/
. Such as:{ "CATEGORIES": { "CATEGORY_ONE": [ "TITLE TO CATEGORIZE" ], "CATEGORY_TWO": [ "TITLE 2 TO CATEGORIZE" ] }, "POSITIVE_CATEGORIES": [ "CATEGORY_TWO" ] }
-
Load your CSV files according to your bank under
./load/entries_files/{bank}
according to your bank. See Banks Supported. -
Load any other CSV files in the folder
./load/entries_files/
. By default, those files will have this format:HEADER1;;;;; HEADER2;;;;; DATE;DATE TWO;TITLE;OTHER DATA;QUANTITY;OTHER 01/01/1999;01/01/1999;PAYCHECK;PAYCHECK FROM COMPANY 1;1.000;1.000
-
Import it and use it in your project like this:
from finance_tracker.__main__ import run if __name__ == "__main__": run()
Banks supported
Any other bank needs to be implemented or follow the current default CSV
- Revolut
Contributing
Pull requests are welcome. Issues are welcome too.
Please make sure to update tests as appropriate.
License
Project details
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