spendwise-tracker 0.2.1

A personal expense tracker application with PDF receipt parsing and data visualization.

Spendwise Expense Tracker

Spendwise is an open-source desktop application to track expenses by importing Bank of America PDF statements. It features intelligent merchant categorization, monthly spending statistics, and interactive heatmap visualizations to help you understand your spending patterns.

Features

• PDF Statement Import - Import Bank of America PDF statements with automatic transaction extraction
• Smart Categorization - Intelligent merchant recognition with fuzzy matching (90% accuracy threshold)
• Transaction Management - Add, edit, delete, and search transactions with pagination
• Monthly Statistics - View net income and top spending categories by month
• Spending Heatmap - Interactive calendar showing daily spending intensity with color-coded visualization
• Auto-Recategorization - Update a merchant's category once, and similar transactions are automatically recategorized

Installation

Spendwise is installed as a Python package. It is strongly recommended to install the package via uv.

Latest versions of Spendwise can be seen in the Release page.

Requirements

• Python 3.11 or higher
• macOS, Linux, or Windows

Quick Install

First, install uv if you haven't already:

# macOS/Linux
curl -LsSf https://astral.sh/uv/install.sh | sh

# Windows
powershell -c "irm https://astral.sh/uv/install.ps1 | iex"

Then, install Spendwise Tracker:

uv tool install spendwise-tracker

Run the GUI after installation:

expense-tracker

Quick Start

Importing Transactions

1. Click the Import Statement button in the Transactions tab
2. Select a Bank of America PDF statement
3. Transactions are automatically parsed and categorized

Managing Transactions

• View: Browse transactions with pagination (100 per page)
• Search: Use the search bar to filter transactions by keyword
• Add: Click "Add Expense" to manually enter a transaction
• Edit: Double-click a transaction or select and click "Edit"
• Delete: Select a transaction and click "Delete"

Viewing Statistics

1. Navigate to the Statistics tab
2. Use the < and > buttons to browse months with transaction data
3. View monthly net income and top spending category

Analyzing Spending Patterns

1. Navigate to the Heatmap tab
2. View daily spending amounts on an interactive calendar
3. Darker colors indicate higher spending
4. Click on any day to filter transactions by that date

License

Spendwise is released under MIT License.