{"repo":"gerritnowald/budget_book","free":true,"listed":false,"github":"https://github.com/gerritnowald/budget_book","clone":"git clone https://github.com/gerritnowald/budget_book.git","description":"Download, ML categorization and analysis of banking transactions (comdirect Finanzmanager replacement)","language":"Jupyter Notebook","stars":48,"topics":["finance","machine-learning","python","comdirect-api"],"license":"MIT","category":"machine-learning","readme_excerpt":"introduction Banking transactions are saved into a csv database and then analyzed for a given timeframe. Two scripts are used to manage the banking transactions: - transaction importer downloads new transactions using the comdirect bank API and appends them to the database. They are categorized based on their description text using Machine Learning. - transaction editor is a console user interface to modify transactions, which is faster to use than Excel. The transactions are analyzed in a Jupyter notebook, see this example: https://github.com/gerritnowald/budget book/blob/main/src/analysis.ipynb disclaimer This is not a professional and easy to use budget planer and requires some programming knowledge and adaptation to cater to your individual needs. contents - initial setup transactions database account balance categorization comdirect API - how to use managing banking transactions + import & categorization + console user interface spendings report backup - dependencies - contributions - history - acknowledgements Table of contents generated with markdown-toc initial setup General settings such as file names & column names have to be set in config.ini . transactions database Initially, transactions (e.g. from the last year) are exported from online banking as a csv file. These form the database, stored locally on your hard drive. The minimal required columns are - date - amount - description As an example for transactions, see https://github.com/gerritnowald/budget book/blo","default_branch":null,"files":null,"tree":[],"storefront":"/r/gerritnowald","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/gerritnowald/budget_book/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}