ancarebeca / expense-tracker

Expense-tracker

Given a csv with the last summary of a bank account, it organises this expenses in categories (bills, shopping, eating out …) and then it will be saved into an Expense database.
After that, these data will be represented in a dashboard

Services:

• Extraction: Load en memory a csv file from a bank account
• Transformation: Normalized csv data
• Categorize: Set categories to each expense (In progress)
• Load: Load data into a database
• Report: Show the information in a dashboard (In progress)

Installation:

1. Install golang

2. Dependencies:

    make install

Configuration:

1. Define configuration file:

#expense-tracker/config
    user_db: "your_db"
    pass_db: "your_db_password"
    database: "your_db"
    file_path: "path_your_bank_statement"

2. Link your description keyword with a category in expense-tracker/config/categories.yaml:

You have to link some relevant word from your bank statements with one category. For example if in your bank statement in the description field you have 'Tfl.gov.uk/cp' you could categorise 'tfl' as transport.

tfl: transport
my groceries shop: groceries
my favourite restaurant: eating out
atm machine: cash
thames water: bills

Run tests:

    make install

Run app:

    make all

This project is still in progress

Todo:

• Transformer logic is coupled to a specific csv file. Make it generic
• Parser logic is coupled to a specific data input. Make it generic
• Improve error handler
• Improve performance
• Refactor main