finance

finance is a financial tracking and budgeting web app powered by Django and Python 3.

The app works by parsing bank statements that have been exported from online banking and importing them into a relational database. It recognises counterparties based on regex patterns you setup, and automatically categorises these transactions for effortless budgeting and easy-to-read spending metrics.

Features

Currently available

• Importing bank statements from Santander
• Automatic categorisation of transactions based on counterparty (matched from regex patterns)

Planned

• Categorical budgeting (weekly/monthly)
• Spending metrics (e.g., monthly cash in/out)

Limitations

• Only supports a single user with a single bank account
• Only one bank supported

Installation

Prerequisites

• Python 3.4
• node.js

Step-by-step

1. Clone the code repository and cd into it
2. Run the install.bat or install.sh script to download Node and Python dependencies. This will setup a virtual environment under env/, and then run manage.py update to compile front-end assets and setup the database.
3. Done!

Supported statements

To import bank statements into the system, run:

Windows> manage.bat importstatement <importer name> <path to file>
$ ./manage.sh importstatement <importer name> <path to file>

Bank	Format	Importer name
Santander UK	.txt	santander.text