Interactive Finance Dashboard project for personal use, developed using Python, Pandas and Bokeh
- Parses .csv and excel files from bank transaction history
- Filter exprenses by month and by custom tags
Define custom budgets in budgets.yaml
budgets:
budgets:
- tag: Food
category: Expense
amount: 100
- tag: Gas
category: Expense
amount: 100
- tag: Shopping
category: Expense
amount: 100
- tag: Home
category: Expense
amount: 100
Define custom tag keywords in keywords.yaml to match txn description to a tag
food:
- soriana
- losrojo
- carniceria
- oxxo
- walmart
entertainment:
- youtube
- netflix
- spotify
gas:
- gaxco
- gasol
- bp
productivity:
- chatgpt
- github
- copilot
- udemy