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.

  • Hexadecimalkink@lemmy.mlOPEnglish
    11·
    1 year ago

    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.

    • blueskycorporation@lemmy.worldEnglish
      1·
      1 year ago

      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

      • download all CSVs and import in money Manager Ex
      • categorize spending within the software, reconcile transactions, etc
      • run the script against the money Manager Ex file to generate a PDF.

      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?