This project is meant for analysis of personal financial data in a CLI (command line interface) application.
This project used to leverage the Tkinter GUI framework for Python. However, the GUI slows down development time tremendously. A CLI is much easier to work with.
Clone the repo:
git clone https://github.com/andersbandt/Financial-Analyzer
cd Financial-AnalyzerInitialize and activate a virtual environment:
virtualenv env
source env/bin/activateInstall dependencies:
pip3 install -r requirements.txtThere will be some filepaths to adjust in the code based on your machine.
The first is in src/db/__init__.py and is the DATABASE_DIRECTORY
For example mine is edited to be
# setup database master file
DATABASE_DIRECTORY = "C:/Users/ander/OneDrive/Code/python/financial_analyzer_CLI/src/db/financials.db" # tag:hardcodeThe second is in the monthly statements base filepath
python src/main.pyOn my computer I have a folder where I store all the statements for each account. Each month I go to the accounts and download a file representing all the account information for each month. Typically, this is .csv format. The file structure for the data looks like:
For example - all under "C:\Users\anders\Documents\Financials\"
And so on for as many years as you want to create.
python main.py - will be presented with main menu4 and enter for the "Load Data" menu.1 in the keyboard to load in data from certain year/month