Personal finance management tool that extends mint.com functionality

This project contains a script for Eric's personal use to aggregate transaction data from Mint.com into annual spending totals

contact: eric.connelly08@gmail.com

Optional

mkvirtualenv -p `which python3` heydollar
workon heydollar
python setup.py develop

You will also need a Mint.com account. Login manually in a browser and download an export csv file of your transaction history.

Copy the config/account_owner_DO_NOT_MODIFY.py file to config/account_owner.py locally and fill in the account name and account owner of all existing (and historical) account names in your Mint.com transaction history. This can be used to filter out transactions from accounts that belong to other members of your household (eg, a college fund for children that should not count toward your own net worth or spending).

This script is designed to take a detailed transaction history from Mint.com and output a summary of spending over time. The default mode is to aggregate spending into broad categories (eg, "Housing" or "Food"), per month.

You can run the summary script in default mode, as follows

1. Login to mint.com and download all of your transactions
2. Copy the file to this local repo, cp ~/Downloads/transactions.csv .
3. workon heydollar
4. Run the summary run_transaction_summary /path/to/transactions.csv --start-date 2020-01-01 --end-date 2020-03-31 --time-interval M
5. Review the output in summary.csv

You may notice that not all transactions are properly categorized, or that not all categories are known. For example, say that at some point "Daycare Tuition" becomes a new category. The script will mark this as "Unknown" spending. You can view a list of un-identified categories by running the script in "data-scrub" mode.

run_transaction_summary /path/to/transactions.csv --run-mode data-scrub