This python program allows you to quickly categorize financial transactions.
To use it, start by editing the paths.json file:
- "data": full path name to the csv file containing the transactions data
- "outputCsv": full path name to the output csv
Now you're ready to run it. This is in python 3, and was tested on Windows 10.
Instructions to get the source code on your local machine (in case you're not familiar with github):
- Clone this repository using git:
- Install git (you may need to restart your computer after installation) : https://git-scm.com/download/win
- Using the terminal, navigate to the folder in which you want to clone the source code (cf https://www.digitalcitizen.life/command-prompt-how-use-basic-commands)
- In the terminal, run the key-in "git clone https://github.com/jpweng/TransaktEdit"
- To pull the latest version to your local machine, navigate to the folder that contains this code on your machine, and enter "git pull"
Unit tests can be run using the command "python -m unittest paned_window.py". Feel free to add more tests.
This is currently only a first iteration. Please send me any remarks/comments so that I can enhance it iteratively. There are multiple things to improve for a better usability... Feel free to edit it yourself.
One suggestion would be to make this program directly edit data in a database instead of CSV files.