# 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 to do list

### Things for version 1.0

1. ~~Set up adding statement lines and displaying them~~
2. ~~Set up adding and saving statement lines with localstorage, and reloading from localstorage~~
3. ~~Set up importing a csv file (bank statement) to the data structure, adding each line ignoring different accounts~~
4. ~~Modify that to ignore any entries that already exist upon import~~
5. Set up a system to enable selecting a tag from the preset tags for each line when importing
6. Modify that to enable creating a new tag and saving that to localstorage

### Things for later versions

- Sort transactions by date order 
- Be able to handle separate accounts, and split transactions into these
- Be able to set rules to auto apply these, or manually set them for each item on a statement when adding it in
- 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

## Project setup
```
npm install
```

### Compiles and hot-reloads for development
```
npm run serve
```

### Compiles and minifies for production
```
npm run build
```

### Run your tests
```
npm run test
```

### Lints and fixes files
```
npm run lint
```

### Customize configuration
See [Configuration Reference](https://cli.vuejs.org/config/).