mirror of
https://github.com/jcreek/bank-statement-analyser.git
synced 2026-07-12 18:33:46 +00:00
Changed data structure and updated readme.
This commit is contained in:
@@ -1,5 +1,22 @@
|
||||
# bank-statement-analyser
|
||||
|
||||
## Introduction
|
||||
|
||||
This project is designed to:
|
||||
|
||||
- Import a csv file (bank statement), ignoring any entries that already exist upon import
|
||||
- Apply tags/categories to each transaction
|
||||
- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
|
||||
- Have separate categories for savings and expenditure
|
||||
- Be able to summarise (with graphs) expenditure and savings for any selected time period
|
||||
- Be able to expand the above summaries for more detailed information
|
||||
- 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/)
|
||||
- Be able to analyse and capture trends in expenditure and saving across months/years
|
||||
|
||||
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).
|
||||
|
||||
If you wish to contribute other bank statement csv formats or features then please do!
|
||||
|
||||
## Project setup
|
||||
```
|
||||
npm install
|
||||
@@ -27,16 +44,3 @@ npm run lint
|
||||
|
||||
### Customize configuration
|
||||
See [Configuration Reference](https://cli.vuejs.org/config/).
|
||||
|
||||
|
||||
|
||||
This project is designed to:
|
||||
|
||||
- Import a csv file (bank statement), ignoring any entries that already exist upon import
|
||||
- Apply tags/categories to each transaction
|
||||
- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
|
||||
- Have separate categories for savings and expenditure
|
||||
- Be able to summarise (with graphs) expenditure and savings for any selected time period
|
||||
- Be able to expand the above summaries for more detailed information
|
||||
- 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/)
|
||||
- Be able to analyse and capture trends in expenditure and saving across months/years
|
||||
+22
-1
@@ -23,13 +23,34 @@ export default {
|
||||
"Date": "",
|
||||
"TransactionTypeDescription": "",
|
||||
"Description": "",
|
||||
"OutgoingPayment": true,
|
||||
"IsExpenditure": true,
|
||||
"Amount": 0,
|
||||
"Balance": 0,
|
||||
"Tags": []
|
||||
}
|
||||
]
|
||||
}
|
||||
],
|
||||
tagsExpenditure: [
|
||||
"Appearance",
|
||||
"Bills - Car",
|
||||
"Bills - Home",
|
||||
"Bills - Subscriptions",
|
||||
"Eating out",
|
||||
"Enjoyment",
|
||||
"Family",
|
||||
"Home",
|
||||
"Insurance",
|
||||
"One-off or other",
|
||||
"Repayments",
|
||||
"Savings",
|
||||
"Transfers",
|
||||
"Transport"
|
||||
],
|
||||
tagsIncome: [
|
||||
"Other",
|
||||
"Savings",
|
||||
"Wages"
|
||||
]
|
||||
}
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user