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CALCSV.py 📠

created by @zudsniper with various LLM & Chat Agent Models

NAME

calcsv.py - Classify and analyze CSV transactions.

TODO

  • Fix the MarkDown table formatting for stat_log.md

  • Add more classifiers (AI, Hybrid)

  • Support 'export to Google Sheets, Excel'

  • Sort transactions by amount, date

    • Add --sort|-s <date|amount> <+-> flag to specify sort order & direction
  • Add 'learning' mode to allow user to classify transactions and save to static_classes.json

  • Add 'interactive' mode to allow user to classify transactions and save to static_classes.json

    • Add -y flag to skip all interactivity
  • GENERATE A BUDGET FROM TRANSACTION STATISTICAL ANALYSIS & GUIDED USER INPUT WORKFLOW ⭐⭐⭐

SYNOPSIS

python calcsv-pre41.py <filepath> [-f <format> | --format <format>] [-c <classifier> | --classifier <classifier>]

DESCRIPTION

calcsv.py is a tool to parse, classify, and analyze transactions from a CSV file. It supports various CSV formats and classification methods.

OPTIONS

  • filepath
    Path to the CSV file. (Required)

  • -f, --format format
    Specifies the format of the CSV file. Default is "date,amount,*,,description".

  • -c, --classifier classifier
    Specifies the classification method. Choices are "normal", "ai", and "hybrid". Default is "normal".

USAGE

  1. Default Usage

    python calcsv-pre41.py transactions.csv
  2. Specify CSV Format

    python calcsv-pre41.py transactions.csv --format "date,amount,description"
  3. Using AI Classifier

    python calcsv-pre41.py transactions.csv --classifier ai

FILES

  • static_classes.json
    JSON file containing static classification rules.

  • stat_log.md
    Markdown file where statistics are optionally appended.

BUILD

Click if you want to BUILD!!

Prerequisites

  • Python 3.9 or higher
  • Git CLI
  • Virtualenv
  • pipreqs

WSL on Windows

  1. Install WSL.
  2. Open WSL terminal.
  3. Clone the repository:
    git clone https://gh.zod.tf/pybudget2
  4. Navigate to the directory:
    cd pybudget2
  5. Install requirements:
    pip install -r requirements.txt

MacOS

  1. Open Terminal.
  2. Clone the repository:
    git clone https://gh.zod.tf/pybudget2
  3. Navigate to the directory:
    cd pybudget2
  4. Install requirements:
    pip install -r requirements.txt

Ubuntu/Debian Linux

  1. Open Terminal.
  2. Clone the repository:
    git clone https://gh.zod.tf/pybudget2
  3. Navigate to the directory:
    cd pybudget2
  4. Install requirements:
    pip install -r requirements.txt

Windows

+----------------+
|                |
|     WINDOW     |
|                |
+----------------+

For Windows users, it's recommended to use WSL.

ROADMAP

  • AI Classifier: Implement a machine learning model to classify transactions based on patterns and historical data.
  • Hybrid Classifier: Combine the rules-based approach of the "normal" classifier with the predictive power of the AI classifier to achieve more accurate classifications.
  • Enhanced UI: Develop a graphical user interface for easier interaction and visualization of transaction data.
  • Integration with Financial Platforms: Allow direct import of transaction data from popular financial platforms and banks.

AUTHOR

Written by @zudsniper.

REPORTING BUGS

Report bugs to [email protected].

COPYRIGHT

Copyright © 2023 Jason McElhenney. All rights reserved.

calcsv.py's People

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