This project is meant for analysis of personal financial data in a CLI (command line interface) application.

This project used to leverage the Tkinter GUI framework for Python. However, the GUI slows down development time tremendously. A CLI is much easier to work with.

TO ANYONE JOINING RECENTLY Discord server here

• Python3
• python3-virtualenv
• python3-pip

1. Clone the repo:

   git clone https://github.com/andersbandt/Financial-Analyzer
   cd Financial-Analyzer

2. Initialize and activate a virtual environment:

   virtualenv env
   source env/bin/activate

3. Install dependencies:

   pip3 install -r requirements.txt

There will be some filepaths to adjust in the code based on your machine.

The first is in src/db/__init__.py' and is the DATABASE_DIRECTORY` The second is in the monthly statements base filepath

4. Run the application:

   python src/main.py

On my computer I have a folder where I store all the statements for each account. Each month I go to the accounts and download a file representing all the account information for each month. Typically, this is .csv format. The file structure for the data looks like:

For example - all under "C:\Users\anders\Documents\Financials"

• monthly_statements\2020\
  • 01-January\
  • 02-February\
  • ...
  • 12-December
• monthly_statements\2021\
  • 01-January\
  • ...
  • 12-December\

And so on for as many years as you want to create.

1. Select year and month, then select file from dropdown of that menu
2. Then select account from another dropdown
3. Hit a button to load in the file
4. A statement object will be created on the GUI depending on what type of account it is
5. All transaction data will be loaded

• Financial Budget Analysis with Python - thecleverprogrammer.com

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• Ledger CLI
• hledger