spendingizer-djmgrant 0.0.3

A package to import and analyse persomal spending

spendingizer_djmgrant

Houshold Spending analytics.

Spendingizer is a personal prototype that takes UK First Direct Bank Statements and catagorises and analyzes personal spending.

To complete analysis the following files and formats are needed.

Suggested directory format under user home ($HOME ~) -spend --catagories.csv --wildcards.csv --extra-expenses.csc --statements ---statement.csv ---statement2.csv

Files:

1)categories file (Mandatory file containing category to description mapping) Category,Description Amazon,AMZNMktplace amazon.co.uk Amazon,AMZNMKTPLACE AMAZOAMAZON.CO.UK

3. Extra expenses - a means of providing adjustments to spend incurred from other accounts etc.
   Year,Month,Category,Amount 2021,12,Travel,827 2021,11,Other,30 2021,11,Travel,50

4. Statements folder may contain multiple files containing multiple statements of format : Note that Balance is not used. Date,Description,Amount,Balance 30/06/2021,something for other catagory,-13.00,9999.9 29/06/2021,INT'L 0022188981 AMZN DIGITAL*204Z635312477661,-10.97,999.9 29/06/2021,SHELL M54 JUNCTIONSHIFNAL,-84.00,999.9

A configuration file is mandatory and will be searched for in "~/spend", "/etc/spendingizer", env variable "SPENDINGIZER_CONF"

Sample config file spendingizer.conf

Run setup.py to deploy this file and default directory structure. Future versions of software will come with app to edit these files.

[SP] basedir = /Users/{username}/spend statements = %(basedir)s/statements catagories = %(basedir)s/catagories.csv wildcards = %(basedir)s/wildcards.csv extras = %(basedir)s/extra-expenses.csv