/bank_app

Bank App

Primary LanguagePython

Bank App

Overview

The Bank App simplifies managing your transactions by allowing you to effortlessly import CSV files into your accounts. By default, you will have 2 empty demo accounts:

  • Debit
  • Credit (with a credit limit up to -3,000)

Once imported, the data is securely stored in the database, ensuring the safety of your financial records.

CSV Format

To import your data successfully, adhere to the following CSV structure:

Table view:

date description amount
2023-04-01 income 100000

Raw view:

date,description,amount
2023-04-01,income,100000

Please ensure that the date format is as shown above. Other formats are not supported.

Features

The Bank App offers the following features:

  • Import transactions from CSV files into your accounts.
  • Store and manage your transaction history in the database.
  • Query your bank account to retrieve the balance on a specific date.
  • Retrieve transactions within a specified date range.

Installation

standard

Ensure you have Python 3.11.4 or above installed.

  1. Clone this repository.
  2. Navigate to the project directory.
  3. Install dependencies: pip install -r requirements.txt
docker

sudo docker pull parseltongist/bank_app

Usage

  1. Prepare your transaction data in the required CSV format.
  2. Run the Bank App using the provided command: python3 bank_app or sudo docker run -it parseltongist/bank_app if using Docker.
  3. Follow the on-screen prompts to import your transactions and manage your accounts.

Demo files

Either version you chose, you can play with the following test file paths for upload:

bank_app/app/tests/data/correct/transactions_1.csv
bank_app/app/tests/data/correct/transactions_2.csv
bank_app/app/tests/data/correct/transactions_3.csv