Python tool to track finances over a year
pip install finance-tracker
- Clone the repo
- Install poetry
- Run
make install
- Set up the data as explained here
- Run
make run
and enjoy!
- Follow the steps in Installation
- Set up the data as explained here
- Import it and use it in your project like this:
from finance_tracker.__main__ import run if __name__ == "__main__": run()
-
Load the categories and categories to filter as incomes wanted in a file called
categories.json
in./load/categories/
. Such as:{ "CATEGORIES": { "CATEGORY_ONE": [ "TITLE TO CATEGORIZE" ], "CATEGORY_TWO": [ "TITLE 2 TO CATEGORIZE" ] }, "POSITIVE_CATEGORIES": [ "CATEGORY_TWO" ] }
-
Load your CSV files according to your bank under
./load/entries_files/{bank}
according to your bank. See Banks Supported. -
Load any other CSV files in the folder
./load/entries_files/
. By default, those files will have this format:HEADER1;;;;; HEADER2;;;;; DATE;DATE TWO;TITLE;OTHER DATA;QUANTITY;OTHER 01/01/1999;01/01/1999;PAYCHECK;PAYCHECK FROM COMPANY 1;1.000;1.000
Any other bank needs to be implemented or follow the current default CSV
- Revolut
Pull requests are welcome. Issues are welcome too.
Please make sure to update tests as appropriate.