Mojito aspires to be a mint-like budgeting tool minus Intuit. Currently it is a CLI tool I built to help with budgeting.
% python3 mojito.py
Usage: mojito.py [OPTIONS] FILENAME COMMAND [ARGS]...
Options:
-s, --start TEXT Start date of the format YYYY-MM-DD
-f, --finish TEXT Finish date of the format YYYY-MM-DD
-v, --verbose Shows averages over time.
--debug
--help Show this message and exit.
Commands:
cardholders Breakdown spending per category by cardholders
categorize Categorize entries in an existing category.
clean Clean up descriptions in the csv and write it to a file
merge Merge multiple CSVs into a single source of truth.
overview Get an overview of spending per category
retailer Breakdown spending for a specific retailer
retailers Show overall spending for all retailers
standardize Standardize csv output from different banksGo to your banks and download CSV files of your transactions for the month or year. It should look something like this:
Transaction Date,Posted Date,Card No.,Description,Category,Debit,Credit
2000-09-29,2000-09-30,1234,chevron,Gas/Automotive,33.11,
...
As of October 2020, mojito uses Capital One's transaction file format shown above.
You can get another bank in this format using the standardize command. Only Trailhead Credit Union is currently supported.
Use the clean command to clean up transaction details. This removes transaction/merchant/store IDs makes it easier to group similar transactions into retailers.
Use the categorize command for additional cleanup if you'd like. This is useful for moving mis-categorized transactions into the correct categories.
You can then merge your CSVs into one master file.
After all your transaction data is in a buttoned-up format, you are now ready to analyze it.
python3 mojito.py 92020.csv overviewYou can then further inspect your spending for the month by using the retailers command.