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ipybudget

This project aims to provide a library for creating budgets with Jupyter Lab.

How ipybudget works

-> Beispiel

All calculation is hidden away from the user in the library. By using Jupyter Notebooks the user can now define the budget as a Python data structure. By implementing the different IPython formatting methods, this data will be correctly displayed as a table in the Markdown, HTML and LaTeX output. Between the definitions there is space for additional informations.

Example Screen

Motivation

I frequently have to create budgets for Art/Movie projects. This normally means to fiddle around with more or less crappy spreadsheet files. This approach is not fundamentally wrong but comes in with major drawbacks:

  • Missing calculation transparency. Spreadsheet softwares try to somewhat hide the formulas from your view. While this is fine for the most part, you have no central way of changing some calculations. Instead you have to alter all affected cells and just hope, you haven't missed some parts... Further, testing is not really possible which is favorable if working with financial data.
  • Collaboration. Yes, there is plenty Cloud Spreadsheet stuff out there and they work more or less fine. But at least somebody from your team will eventually download the file and then re-uploading a version edited in a Office Suite from the late 90s and very likely disfigure the whole thing beyond recognition. Also there is a certain group of persons which apparently like to randomly alter formulas and or the format.
  • Formatting. For me this is the single biggest issue with spreadsheet applications. Almost all of my budgets will be submitted as a part of an application for financial support for projects. Therefore a decent appearance is crucial. I've tried multiple times to accomplish this with different softwares and I always failed and just copied all the numbers in some word processing − or more likely in a markdown file and used pandoc.
  • Additional content/remarks. Almost always you will have to add some comprehensive remarks for some of the budget entries which simply wont fit into a spreadsheet file. Thus you'll alway have a separate text file containing the appendix around. To keep both files in sync can be quit hard and annoying.

Currency

ipybudget uses the Money Package throughout the library and uses Euro as the default format. This can be altered by calling the set_currency class-method on Entry. Specify the currency by using the ISO 4217 three-lettered code:

from ipybudget import Budget

Budget.set_currency("USD")

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Budgeting with Jupyter Notebooks and Python.

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