Spending Tracking

This repository is a WIP to replace expensive budgeting apps and get a more custom overview of one's spendings.

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It consists of the following pieces:

• Parsing of bank statements to extract transaction information
• Storing and retrieving data in postgres
• Interactive visualization using Altair and Streamlit

Bank Statement Parsing

• Simple regex parsing for known bank statement layouts to extract line items
• See parsing.statement_parsing.py and config.config.py for details

Data Storage

• Postgres database is run as docker image and data stored locally

User Input

• Categories are auto-assigned, based on common vendors/transaction descriptions
• User is prompted to input category and tags for unidentified categories

Visualization

• Data gets displayed and visualized in customizable graphs
• Assigning categories and tags as tedious as possible allows for fine-grained analysis
• Graphs and streamlit interactions can be customized in visualization.visualizations.py

How to run

• Make sure postgres is up and running in the correct local port
• Navigate to the src folder
• For visualizing existing data run:

python main.py --visualize 

• For adding new data from an incoming bank_statement run:

python main.py --path [Path] --type [credit_card|ec_card]