About ‘whatsthedamage‘

This tool is designed to process CSV files and generate insightful reports. It relies on your bank's export functionality to save your historical data into CSV format.

It is an opinionated tool written in Python to process K&H HU's bank account transaction exports in CSV files. The predefined settings works best with CSVs exported from K&H HU, but I made efforts to customize the behavior and potentially work with any other CSV format other finance companies may produce. The tool origially was meant to be a CLI tool, but I decided to make it a web application to make it more accessible to a wider audience.

Both the CLI and the Web app are published under GPL-3.0 license.

The problem it solves

Your bank may provide you useful reports about your finances. I can either rely on these reports, if available, or generate my own.

I consider my financial details to be a private matter between myself and my chosen bank. To process my bank account exports, I need a solution that ensures only I have access to the data. So no 3rd party solution was acceptable for me.

The web site does not keep any of your data. All uploaded content is removed as soon as the report is created.

Main Features

• Automated Categorization: Categorizes transactions into well-known accounting categories such as deposits and payments, as well as custom categories using regular expressions.
• Filtering: Filter transactions by start and end dates, or group them by month for a comprehensive overview of your finances.
• Detailed Reporting: Generate summarized reports that provide insights into your spending habits, grouped by transaction categories.
• CSV Export: Save your reports as CSV files for easy sharing and further analysis.
• Custom configuration: Use custom configuration to use your own regular expressions.

Resources

• For the source code and documentation visit the GitHub repository of whatsthedamage
• For the source code and documentation visit the GitHub repository of whatsthedamage-web
• To read about how this tool was made, please visit the blog post.