How much do I spend? Where is my money going? How is my financial habits changing through time?
⚠️ disclaimer: this is a work in progress
- Read CSV files
- Create aggregated CSV
- Store data in a sqlite database
- Do some data analysis
- Match credit card expenses with account statement
- Create markdown report
I have Nubank. Things will be easier if you use it too. If you don't, you might have to do some parsing beforehand.
- Create a directory called
input - Paste your csv files there
- Install dependencies
python3 main.py
- unidecode
pip3 install unidecode - matplotlib
pip3 install matplotlib
Nubank provides monthly credit card csv files. Go to the web page and manually download a file for each month.
Disclaimer: I have contacted the customer support. Currently, this is the only way.
In the future, I plan to combine the data with my account statement, just because. You can get a .pdf and a .ofx file via chat.
You have to create a input csv file that looks like this.
date,category,title,amount
2017-07-21,eletrônicos,Gilmar Rodrigues,120
2017-07-21,restaurante,Hamburgueria Juventus,20
2017-07-24,saúde,Panvel Filial,30.34