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README.rst

csv-homeaccounting

A low-tech solution for staying on top of your finances across different institutions and asset classes.

Features

  • grand overview: make an overview over all your finances across currency and saving accounts, stocks and bitcoin
  • convert: compare the value of assets, e.g., stocks and bitcoin, by automatically converting them to a common currency, e.g., EUR
  • use csv-files from banks: keep track of bank accounts based on csv-files that you can typically download from bank websites
  • loans: keep track of loans that you give to people
  • interoperability: csv as low-tech solution to try to stay compatible with as many institutions as possible and be able to manually edit, if necessary
  • local: everything runs on your computer and you're in control of your data

What csv-homeaccounting can't do

  • buy or sell assets
  • send or receive money

It's no banking package. It just collects and analyses executed transactions.

Installation

Clone the repository and do

python setup.py install

Dependencies

Potential issues

In my installation I had to add the following line to forex-python's __init__.py:

from . import converter

Usage

An extensive demo of the package can be found in the jupyter notebook Homeaccounting_Demo.ipynb under examples.

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A low-tech solution for staying on top of your finances across different institutions and asset classes.

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