Personal Finance

The purpose of this application to easily track your personal finance by giving the script a set of keywords. As daily life usually has quite a lot of similar transactions (groceries, shopping, eating out etc.) you can create a complete overview of your spending pattern rather quickly.

Set-Up / Installation

1. Copy the spreadsheet template you can find here.
2. Connect a Spreadsheet to gspread, follow "For Bots: Using Service Account" until step 6 from this guide.
3. Clone this repository.
4. Run pip install -e . in this repository, this will install it as CLI tool.
5. Configure config.yaml to your needs. By default this is set to:

   spreadsheet_name: Finances
   input_sheet: Input
   bank_data_sheet: Bank Data
   client_secret_file: client_secret.json
   

   If you use my template, these are already correct if you change the name of the spreadsheet to "Finances".
6. Don't forget to add the "client_secret.json" file to the same folder.
7. Download your transaction data as CSV (for example: NLXXINGBXXXXXXXXXX_01-01-2011_02-07-2020.csv)
   • Currently the only working bank is ING. If you want to make it work with your bank, please send me a file with the format your bank uses so I can include it as an option.
8. Run personal_finance in your terminal and checkout the result.