mirror of
https://github.com/jcreek/bank-statement-analyser.git
synced 2026-07-13 19:03:46 +00:00
Changed data structure and updated readme.
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@@ -1,5 +1,22 @@
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# bank-statement-analyser
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# bank-statement-analyser
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## Introduction
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This project is designed to:
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- Import a csv file (bank statement), ignoring any entries that already exist upon import
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- Apply tags/categories to each transaction
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- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
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- Have separate categories for savings and expenditure
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- Be able to summarise (with graphs) expenditure and savings for any selected time period
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- Be able to expand the above summaries for more detailed information
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- Be able to calculate your current FIRE status (i.e. how much you save in a year, and, assuming a return of x%, how much your yearly income from investing your savings would be, compounding to calculate how long until you hit a minimum retirement goal - vaguely similar to https://app.fin-dee.com/)
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- Be able to analyse and capture trends in expenditure and saving across months/years
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All data is stored in localstorage on the user's device, exportable as json for backup and re-import purposes. This enables greater security and confidence (other than being able to go through the source code with a fine toothed comb).
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If you wish to contribute other bank statement csv formats or features then please do!
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## Project setup
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## Project setup
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```
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```
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npm install
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npm install
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### Customize configuration
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### Customize configuration
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See [Configuration Reference](https://cli.vuejs.org/config/).
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See [Configuration Reference](https://cli.vuejs.org/config/).
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This project is designed to:
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- Import a csv file (bank statement), ignoring any entries that already exist upon import
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- Apply tags/categories to each transaction
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- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
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- Have separate categories for savings and expenditure
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- Be able to summarise (with graphs) expenditure and savings for any selected time period
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- Be able to expand the above summaries for more detailed information
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- Be able to calculate your current FIRE status (i.e. how much you save in a year, and, assuming a return of x%, how much your yearly income from investing your savings would be, compounding to calculate how long until you hit a minimum retirement goal - vaguely similar to https://app.fin-dee.com/)
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- Be able to analyse and capture trends in expenditure and saving across months/years
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+22
-1
@@ -23,13 +23,34 @@ export default {
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"Date": "",
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"Date": "",
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"TransactionTypeDescription": "",
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"TransactionTypeDescription": "",
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"Description": "",
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"Description": "",
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"OutgoingPayment": true,
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"IsExpenditure": true,
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"Amount": 0,
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"Amount": 0,
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"Balance": 0,
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"Balance": 0,
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"Tags": []
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"Tags": []
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}
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}
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]
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]
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}
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}
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],
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tagsExpenditure: [
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"Appearance",
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"Bills - Car",
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"Bills - Home",
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"Bills - Subscriptions",
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"Eating out",
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"Enjoyment",
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"Family",
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"Home",
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"Insurance",
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"One-off or other",
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"Repayments",
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"Savings",
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"Transfers",
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"Transport"
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],
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tagsIncome: [
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"Other",
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"Savings",
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"Wages"
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]
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]
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}
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}
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}
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}
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