bhass1/budget_helper

Tools to help categorize expenses

budget_helper's Issues

Separate Income from Expenses

As a budget analyst, I want to analyze my income separately from my expenses, so that I can focus on them independently.

Problem: Currently income and expenses are interwoven.

Solution: Split all income out into its own income sheet.

Use "Short Date" (mm/dd/yyyy) format without time for TransactionDate column

Currently, time is included with the date like so: 1/5/2021 12:00:00 AM

Expected: 01/05/2021

Insert "source" column

As a budget analyst, I want to know the source of the transaction record, so I can cross check with the source for more detailed information.

Problem: Currently I use three different sources (banks), but when I see an unfamiliar transaction I don't know how to find more information about it without manually guessing and checking which source the transaction record is from.

Solution: Include a column that records the source of the transaction. The bankDb name could work fine, but it would be better if it is easy to include an account identifier, too. Something like <BankDb.name>-<first-4-digits-accnt>

Cleanse Categories.yaml

Problem: When adding more merchants to my categories.yaml, I spend ~30 minutes going through my categorized expenses, identifying the blank / UNKNOWN, and adding them to the categories.yaml. With that process, it's hard to know if they already exist without rerunning the categorization.

It would be nice to have post-processing to:

1. alphabetize the arrays
2. check for duplicates
3. check for yaml formatting errors