Financial Transactions is a Django app to import and categorise transactions from financial institutions, where categories are assigned based on programmatic rules in python - this is open to discussion and we can experiment a lot with this!
It's intended for hackers who want to build other interesting stuff with their categorised financial transactions.
Add "financial_transactions" to your INSTALLED_APPS setting like this:
INSTALLED_APPS = ( ... 'financial_transactions', )Run python manage.py migrate to create the Financial Transaction models.
3. Start the development server and visit http://127.0.0.1:8000/admin/ to create an account (you'll need the Admin app enabled), choosing a transaction format for the account (currently only CommerzBank Giro and Commerzbank Mastercard csvs are supported, but I'll add forms as people need them.)
Import your transactions:
./manage.py import_transactions ~/mydata/2013-01-commerzbank.csv
You can then browse your transactions in the /admin/, add transaction category hints, and reimport your csvs to automatically update the categories based on your hint policies.