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This Python tool helps you analyze your finances. Import your CSV transaction data, categorize spending, and generate visualizations (bar charts, pie charts, etc.) to understand your income and expenses. Filter data by category or date range. Export charts or data for further analysis. This project empowers you to make better financial decisions.

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samuelkuehnel/Financial-Data-Categorizer-Visualizer

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Financial-Data-Categorizer-Visualizer

This Python tool helps you analyze your finances. You can Import your CSV transaction data, categorize spending, and generate visualizations (bar charts, pie charts, etc.) to understand your income and expenses.

Structure

Classification: Spending and income categories are set in data.py. There are currently three dictionaries for income, static expenses like rent (expenses_fix) and variable expenses like groceries or clothing (expenses_variable). In theses dictionaries you can define classes by adding new keys and values. The key represents the category name and the value contains a list of keywords, that will be used to classify the expenses read by the program. All keywords need to be separated via |.

Methods: In methods.py all functionality is provided for the main execution.

Finance Manager: The tool can be executed with finances.py. As a command line argument need to pass the year that should be analyzed.

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This Python tool helps you analyze your finances. Import your CSV transaction data, categorize spending, and generate visualizations (bar charts, pie charts, etc.) to understand your income and expenses. Filter data by category or date range. Export charts or data for further analysis. This project empowers you to make better financial decisions.

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