Transaction Tally: Automated Bank Transaction Categorization

Regular River is a Python application that simplifies the management of bank transactions by automatically categorizing them into predefined groups. It processes a CSV file of transactions, applies regular expression-based rules, and tallies amounts by category, streamlining personal finance tracking.

Quick Start

git clone git@github.com:BelminH/regular.river.git
cd regular.river
python main.py

How It Works

1. Clone the Repository: Use Git to clone and access the codebase.
2. Prepare Your Environment: Ensure Python 3 is installed. If not, install it from the official Python website.
3. Run the Script: Execute main.py and input the path to your CSV file when prompted.

The script automatically classifies each transaction and presents a summary of totals for each category. Manual categorization is available for unclassified transactions.

Features

• Compatibility: Currently supports Danske Bank* and Nordea formats.
• Flexibility: Modify regular expressions in main.py for other bank formats.

Detailed Steps

1. Installation: Clone the repository and ensure Python 3 is set up.
2. Usage: Run the script, provide your CSV file, and follow the interactive prompts.
3. Customization: Adapt the script for different banks by editing the regex patterns.

• You would need to change the position of the merchant and the amount for Danske Bank