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.
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- Python3
- python3-virtualenv
- python3-pip
-
Clone the repo:
git clone https://github.com/andersbandt/Financial-Analyzer cd Financial-Analyzer
-
Initialize and activate a virtual environment:
virtualenv env source env/bin/activate
-
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
- 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.
- Select year and month, then select file from dropdown of that menu
- Then select account from another dropdown
- Hit a button to load in the file
- A statement object will be created on the GUI depending on what type of account it is
- All transaction data will be loaded