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Personal finance tracker - analyses bank statement to say how much money have you spent in each category

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Fire

unit tests

Simple personal app to analyse my spendings based on my bank statements. Combines multiple .csv outputs from multiple different Estonian banks. Supports adding manual rules for categorisation. What is not being categorised by python will be categorised by an LLM.

Python backend for categorisation and providing a structured json. Frontend for visualisation and charts.

Setup

pip install -r requirements.txt

Usage

Export bank statements into data/raw as csv.

python main.py

Frontend

See frontend/README.md

TODO:

  • filter out credit payments before
  • use AI to categorise unknowns
  • ignore duplicates in data ingestion
  • add tests and get to TDD
  • add Rest API
  • add monthly trends per category
  • each category needs to be the same color on every graph
  • click on a category to see all transactions in that category
  • use UI to categorize and save mappings

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Personal finance tracker - analyses bank statement to say how much money have you spent in each category

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