Do you track your expenses monthly? Annually? Do you have an app or do you use an excel spreadsheet? Any suggested tools?
I use a spreadsheet and track monthly.
Do you track your expenses monthly? Annually? Do you have an app or do you use an excel spreadsheet? Any suggested tools?
I use a spreadsheet and track monthly.
So your python scripts extract from PDF statements? Did you use a pre-made template and customized it or did you program it from scratch? I track monthly by copy pasting/transcribing from the monthly statements - it takes me about an hour a month on a Saturday or Sunday to fill out and then another hour of contemplating spending.
The other way around, I use the script to generate a PDF based on the money Manager Ex file (which is in SQLite format).
Fortunately I am able to download a CSV from most financial institutions, so I never have to parse their pdf.
My workflow is
I am surprised you have to copy paste from your monthly statements? Is it possible that on your banks portal, deep into the menus you have an option to download as CSV?
Interesting thanks. Where I’m from banks don’t often offer csv export, I will request the feature.