/TSB_personal_finance

R script to visualise and monitor personal finances

Primary LanguageR

TSB Finance Shiny Dashboard

A Shiny app to visualise and monitor your personal finances using TSB Bank statements. The dashboard opens in your default Browser and allows you to see Revenue and Expenses over time, Net Income, Cost category breakdown and Savings over time.

Setup:

  • Install R(https://cran.r-project.org/)

  • run Rscript setup.R to install libraries.

  • Download your TSB bank statements as csv files and put them in /statements/account_name folder under the root directory.

Run:

In the terminal run RScript start.R

Screenshots:

revenues_and_expenses.png

net_income.png

savings_over_time.png

expenses_breakdown.png

Directory layout

├── .gitignore
├── app.R
├── README.md
├── setup.R
├── start.R
├── statements # folder used to save account statements
    ├──tsb_classic_enhance  # subfolder with name of the account
    |   |-- 2017_1.csv 
    |   |-- 2017_2.csv
    |   |-- 2017_3.csv
    |-- tsb_classic_plus
        |-- 2017_1.csv
        |-- 2017_2.csv
        |-- 2017_3.csv

Limitations:

  • account names are currently hardcoded.