Simple code I use to keep track of personal finance by running SQL queries. Download a set of transaction data at the start of the month, then run this.
Primarily this depends on the format of the csv you get with the transactions. I don't know how similar those from different banks are so there may be modifications required.
- Downloaded csv file containing transaction data from the last year
- CSV rows + order matching that in init.sql
- Date formatted as expected by format-date.py
Categorisation not included here. Write your own statements to populate the category column for each transaction in categorise.sql. Most queries defined rely on categories - if yours are different than mine then the queries at the end won't work.
./run.sh <transactions csv file>
This initialises the database in transactions.db and runs the queries. This is so you can run more queries afterwards! E.g. sqlite3 transactions.db < query.sql. Otherwise, you should clean up the database after you run this