Format Bank-Generated CSV

[jonLicari]

Objective

A process will be required to format the files downloaded from the bank into the format that this script was built to handle:

Type	Name	Amount	Date	Category	Sub-category	Comments
Income	Payroll	1800.00	01/01/2023	Income	Salary	Monthly salary

Solution

Make a conversion script

• Read in the bank-generated file,
• populate missing fields ¹
• arrange columns as outlined in the readme

¹ This method would initially leave the Categories and Subcategories blank as this data is not provided but added by the user after the fact

Next Steps

The next steps will likely be large feature or even a separate project in itself. Finding a way to automatically populate the Category and Subcategory fields will be imperative for scaling and ease of use. It's not really feasible for the user to manually populate every item's field - in 2022 alone there were 400+ entries which means 800+ category labels which need to be applied and there would be issues with consistency (no way to guarantee that transactions are labelled the same way if done manually).

This almost begs the question of if training an AI model to process transactions and apply labels is an appropriate course of action.

[jonLicari]

Created #42 to track the design and implementation of AI to process transactions and apply labels. Closing this ticket.