mincong-h / finance-toolkit

Finance Toolkit
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Remove regularity from the data frame #32

Closed mincong-h closed 2 years ago

mincong-h commented 2 years ago

We used to use "regularity" (IsRegular) to describe whether a transaction is a regularly appeared item. That is, whether we have to spend this money each month (subscription) or each year (tax, subscription). It aims to predict of the expense in the future. However, we never have the need to implement this prediction. Also, we don't know how "regular" this expense is. So I believe it's not adapted to our analysis. I suggest to remove it to simplify the final output.


If we need this feature again, I suggest we centralize the control in the configuration:

Taking Netflix subscription as an example, it's an item called "netflix" that is scheduled at a monthly basis and contains a start date (2022-01-08) and does not contain an end date (scheduled infinitely). It matches .*NETFLIX.* in the transaction label.