MA BUDGIE

• Track cashflow
• Ooh and ahh at charts of cashflow
• Modify cashflow (code not required, just me brain) u can use code for dis now! 😱

Python + PSQL + Pandas; Using the classic matplotlib with psycopg2.

Installation

Dependencies: python2, virtualenv, the stuff in requirements.txt. Also a postgres DB called budget.

$ source ENV/bin/activate
$ pip install -r requirements.txt

Usage

First always activate virtual env:

$ source ENV/bin/activate

Create db for testing (called test_budget) and schema:

$ python manipulate/create-db.py

Analyze data:

$ python analyze/category.py  # to see pie chart of expenses by category
$ python analyze/pipeline.py  # to see pie chart of income v. expenses
$ python analyze/monthly.py --category <potato>  # to see line chart of expenses for a category

Update recurring expenses:

Step 1. Copy data.yml.example to data.yml and modify its contents.

Step 2: (--fo-real to modify budget budget instead of test_budget)

$ python manipulate/update.py --fo-real

TO DO

• handle CLI category names with spaces
• handle subcategories within categories
• add pgdump instructos to skirt disaster
• handle analyzing income per category/month

analyze/category/py

• be smarter about pie graph labels not overlapping

analyze/monthly.py

• crashes on 0 and >1 category arguments
• crashes on nonexistent categories
• accept --omit and --only like in categories.py
• enter 0 (instead of stopping the line) in months with no entries

Wild ambitions

• receipt OCR (date, amount)