financetracker 1.3.0
finance-tracker
Python tool to track finances over a year
Installation
PyPi package
pip install finance-tracker
Usage
From repository
Clone the repo
Install poetry
Run make install
Set up the data as explained here
Run make run and enjoy!
From package installation
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()
Setting up the data
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
Banks supported
Any other bank needs to be implemented or follow the current default CSV
Revolut
Contributing
Pull requests are welcome. Issues are welcome too.
Please make sure to update tests as appropriate.
License
MIT
For personal and professional use. You cannot resell or redistribute these repositories in their original state.
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