It parses your transaction alert emails from Chase and aggregates your monthly transactions, so you can compare to your budget. It also creates visualizations for tracking your spending.
- Clone this repository
- pip install the dependencies
- set up your transaction alerts to go to a folder called
Transactions
- change the email to your email in line 42 of
app.py
- Add your bills to
budget.xlsx
in thebills
sheet and your budget to thebudget
sheet. Bills are considered reoccuring expenses. - run
python app.py update <your password>
to read in all transactions since last updated - run
python app.py all <your password>
to read all transactions in the transactions folder - run
python app.py viz
to visualize your top expenses for the month so far, your month's expenses vs. your budget, and your budget breakdown for the month (pie chart) - run
python app.py viz_all
to show your spending for the entire year and your expected spending for the entire year.