Luís Murta
5bfb90a547
Investments are not normally reported on the receiving end in transaction logs, and they introduce too much visual noise in monthly expense graphs. As such they will later appear in relevant invesment graphs, but are removed for now from the available choices.
Personal Finance Budget (pfbudget)
parse -> categorize -> analyze (predict) -> present
Parse
Parses bank extracts, based on parsers.yaml, to a SQLite database.
Categorize
Categorizes transactions based on categories.yaml configuration.
Analyze (ToDo)
Analyzes previous transaction and predicts future expenses.
Present
Create graphs and reports
- Monthly spending from everyday purchases
- Networth with big expenses tagged in (ToDo)
- Future trajectory with predictable costs included (ToDo)
ToDo
- Predicting future expenses
- Finish writing the README.md
- Implement undo/redo feature in sqlite3 database
- Allow for the possibility to create a new parser during runtime by guessing from transaction list/user input
- Allow for transaction to be passed as argument to main.py