Know Your Spendings Application. 15 account types supported, GTK3-GUI with Treeviews established. Mac Users need Homebrew, Windows Users Msys2 to install PyGobject & Gtk3+. More info at: https://digital-souveraenitaet.de/kysa-know-your-spendings-english
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README.md

KYSA

Know Your Spendings Application. 15 account types (csv-files) and SEPA XML (ISO 20022) supported, GTK3-GUI established. Required modules can be found in the requirements.txt and installed via pypi(pip). Mac Users need Homebrew, Windows Users Msys2 to install PyGobject & Gtk3+. More info and executeables can be found on the program's webpage.

Leightweight standalone program to analyse exported account transactions (*.csv-files and SEPA-xml-files from version 4.04 on) and sort them into categories based on your classification definition. The software returns categorized data as well as various diagrams to get the jist of the data content. See also the manual for more information.

Windows and Mac executeables files can be found on my blog. Click here for German version or English version

Version history

From Version 2.04 on, it is possible to link csv-data to manually recorded cash transactions in a separate Excel list ("cashbook"). Furthermore preferences can now be saved for the next session.

From version 3.05 on, a machine learning algorithm is established to help categorize transactions. Moreover single exported account transaction files (csv) can be grouped together by account names and will be stored encrypted. The stored long-term data can be integrated into evaluations by selection and will then be exported to Excel files and diagrams.

Mac executeable available from version 3.06 on.

Current version is 4.04. It comes with a totally redesigned GUI and ISO 20022 support. Categories can now be assigned and changed inside the program. The packaged executable features an integrated, locally hosted dashboard which enables dynamic data vizualisation. Feel free to get the executeables from my blog and help me to improve the program.

Future Development

My plan is to have a stable Linux executeable some day (Appimage), integrate more accounts / enventually with account access via API and have some more languages supported (including babel language handling instead of dictionaries). The newly supported xml import function uses a mapping table, which also needs further development to sort all "domain and family codes" into the right transaction types. If you wish to help me, let me know. Any help and more ideas are appreciated!

I'm collecting account raw data csv-files for integration in future releases via mail. You can integrate your account by adding the csv specifications into the "account_ident.py" file.

Some Screenshots

GUI

Charts

Dashboard (only provided in executeables)