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.
- Copy the spreadsheet template you can find here.
- Connect a Spreadsheet to gspread, follow "For Bots: Using Service Account" until step 6 from this guide.
- Download personal_finance.py and set the parameters in the "personal_finance" function to the right spreadsheet and sheets. If you use my template, these are already correct if you change the name of the spreadsheet to "Finances". Also, don't forget to add the "client_secret.json" file to the same folder.
- 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.
- Run personal_finance.py and checkout the result.