financebuddy 0.8.0

FinanceBuddy is a tool that centralizes and parses data from diffent banks into a unified format, streamlining the process for analytics and reporting.

financebuddy

financebuddy is a tool that centralizes and parses data from diffent banks into a unified format, streamlining the process for analytics and reporting.

Installing

financebuddy can be installed using pip.

pip install financebuddy

To test that installation was successful, try:

financebuddy-cli --help

How does it work?

1. Export the data from your bank
2. Parse the data from your bank generating a report
3. Export the parsed report
4. Feast

Parsing

# list the supported formats and extensions
financebuddy-cli parsers list

# parse exported bank data
financebuddy-cli parsers parse -f FORMAT -e EXTENSION -i FILE

The exported bank data can be associated with a format and an extension.

• the format is driven by the bank the data is coming from
• the extension is driven by the file format the data is stored in
• the file is the path of the exported bank data

Once parsed, a report file will be generated and dumped to the file system. This report contains the details of every transactions, succesfully parsed or not, along with a summary.

Available parser formats & extensions

See financebuddy-parser README.

Example

// example: /tmp/financebuddy_report_TIMESTAMP.json
{
    "items": [
        {
            "transaction": {
                "src_bank_name": "ACME",
                "src_account_holder": "JOHN DOE",
                "src_account_number": "AA11223344",
                "dst_bank_name": "ACME",
                "dst_account_holder": "JANE ROE",
                "dst_account_number": "BB55667788",
                "date": "1970-01-01T00:00:00",
                "value": 100,
                "display": "1.00",
                "currency": "EUR",
                "description": "A symbolic euro.",
                "raw": "...",
                "hash": "dad5b1989edc50lel31243236213097f"
            },
            "error": null,
        },
        {
            "transaction": null,
            "error": "invalid date",
        }
    ],
    "summary": {
        "total": 2,
        "parsed": 1,
        "failed": 1,
    }
}

Exporting

# list the supported formats and extensions
financebuddy-cli exporters list

# export parsed report
financebuddy-cli exporters export -f FORMAT -e EXTENSION -i FILE

The parsed reports can be exported in different formats and extensions.

The result is an exported file dumped to the file system. This file contains only the soccessfully parsed transactions from the provided report.

Available exporter formats

Format	Extension
financebuddy	csv
financebuddy	json

Example

// example: /tmp/financebuddy_export_TIMESTAMP.json
{
    "transactions": [
        {
            "src_bank_name": "ACME",
            "src_account_holder": "JOHN DOE",
            "src_account_number": "AA11223344",
            "dst_bank_name": "ACME",
            "dst_account_holder": "JANE ROE",
            "dst_account_number": "BB55667788",
            "date": "1970-01-01T00:00:00",
            "value": 100,
            "display": "1.00",
            "currency": "EUR",
            "description": "A symbolic euro.",
            "raw": "...",
            "hash": "dad5b1989edc50lel31243236213097f"
        }
    ]
}

FAQ

Can I parse bank data and export it straight away in one go?

Yes. Pipelines are friends of ours here.

# parse + export
financebuddy-cli parsers parse -f FORMAT -e EXTENSION -i FILE | xargs -I{} financebuddy-cli exporters export -f financebuddy -e json -i {}

Development

Install

python -m venv .env
source .env/bin/activate
make install-dev

Test

make test