A personal finance spending analysis tool
This python project is a personal finance tool created to help analyse your spending habits. It will attempt to categorise your spending so that it can present to you a view of how your spending has changed over time. Future editions will also add goals and user defined categorisations. currently the tool will only be able to read transactions from a file
Version 1.0
- Basic project structure established
- Transaction reading now supported for QIF file format. Most financial organisations provide exports in this format
Supported Tasks
below is the current list of supported/future tasks for PyFynance
- load_transactions
- analyse_transactions (future)
- set_goal (future)
- add_rules (future)
Load Transactions
To load transactions into PyFynance, simply download your QIF file from your financial organisation and place in the PyFynance/input/transactions folder. Please note that the account name will be derived from the file name in the input folder. if you have multiple files for the same account, please place "--" after the account name in the filename
To run PyFynance load transactions code simply trigger the application with a task type of "load_transactions"
python -m PyFynance --task_type load_transactions- Python 3.7
- Pipenv - virtual environment dependency management
- Marshmallow - object serialisation / deserialisation